Overview

Not every business needs a large software solution. Capsule has positioned itself as a stepping-stone for companies that don't require the complexity of a full-blown CRM system. It is a paired-down platform that will manage your contacts and boost sales performance--but not much else. If you need a CRM that also serves customer service and marketing teams, this isn't your CRM. But if all you need is a straightforward sales CRM with a great mobile app, Capsule CRM may be just the right fit. You can try their free version or a 30-day trial of the paid version to assess whether Capsule CRM covers your needs or not.
CRMNext leverages integrated technology to create an user-friendly CRM for financial institutions. It simplifies work and promotes business growth with features such as sales force automation, project management, lead management, forecasting, and marketing campaigns. AI is integrated throughout the platform, making CRMNEXT a business decision engine. It’s customizable and suitable for non-technical users.

Ease of use

This cloud-based system combines easy-to-use sales tools and basic reporting capabilities. After you register, you get a login that's accessible from any device. Once you upload your contacts, you get an interactive profile for all your clients. You can view and filter contacts by deal stage, last contact, account value, and more. You can also make notes on the file, attach documents, and track the contact through the sales process. Capsule also makes task management a breeze, by organizing your to-dos and assigning automatic alerts and reminders. You'll be able to focus on precisely what you need to do right now. One of the main shortcomings of the system is the caps on storage for free users. With only 10 MB available for two users, you may outgrow the free version quickly. Capsule CRM also has a limited number of integrations, and you will need a paid subscription to access them.
Financial services is a complex industry. CRMNEXT is just the tool to simplify your processes and make work easier. Many tedious and repetitive tasks can be automated with the platform. Plus, it makes tracking complex business relationships easy by providing exhaustive customer profiles. You can see a client’s lifetime value, latest purchase, and contact history from a single screen. Pipelines give you a window to exactly where they are in the sales cycle. Despite being dense with functionality and features, CRMNEXT doesn’t feel cluttered. The CRM is organized into a simple, modern UI.

Support

Customer support is available to all Capsule users, even without a paid subscription. You can fill out a help ticket through the website or email or tweet your concern. Support hours are during regular business hours, Monday - Friday. You can also help yourself using online resources such as blogs, how-to videos, articles, and guides.
Whether it’s the call center, online support or email, CRMNEXT equips your service channels with the power to resolve customer requests faster and smarter. Aided by a unified platform, ensure your team has the latest information about the customer. Streamlined feedback management, a continuously evolving knowledge bank, and task-oriented training programs enforce consistency and superior customer support.

Who is it for?

The strongest attribute of Capsule CRM is its simplicity and, accordingly, ease of use. You get just enough functionality to manage contacts and boost your sales cycle. There are no complicated dashboards or endless customization options. But if you need marketing and customer service tools, phone support, or advanced reporting options, this software is not the best match for your business.
CRMNEXT is the World's most powerful financial CRM. It has practice leadership across nine verticals assisting businesses from SMEs to Fortune 500 businesses in optimizing customer relationships.

Ease of Use

4.6
5

Support

4.5
5

API Access

yes
no

Free Trial

yes
yes

Free Version

yes
yes

Contact Management

yes
yes

Molile Access

yes
yes

Task Management

yes
yes

Social Integration

yes
yes

Email Marketing

yes
yes

Analytics & Dashboard

yes
yes

Lead Management

yes
yes

Marketing Automation

yes
yes

Already made a decision about the best CRM for your business?

To conclude, both solutions are worth your attention for boosting the business processes and enhancing the team performance.

Brief Comparison