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.
Pipeline is a sales-focused CRM for small to midsize companies. This "spreadsheet converter" was designed to make CRM accessible to anyone. However, Pipeline offers much more than a spreadsheet. You can see the status of your deals in real-time, automate tedious admin tasks, and receive emails and alerts--all from a single system. There are also 360-degree customer profiles so you can personalize every interaction and build stronger relationships.

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.
The layout will be familiar to anyone who's used a spreadsheet to track sales. From the home tab, you see your sales pipeline, which can be customized to fit your sales process. Next, you'll see three tabs: deals, people, and companies. This is where you can view and track all your contacts and leads. The agenda tab follows, which is where you'll see all of your upcoming tasks. Overdue items will automatically turn red and issue an alert. All of these tabs appear much like a spreadsheet, and you can filter according to your needs--account value, due dates, company, and more. What's more, you can integrate Pipeline with your favorite apps. This ensures all your company data "talks" to each other. For instance, integrating with Google or Outlook will automatically sync your calendar and contacts to Pipeline CRM.

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.
Pipeline CRM's support team is provided by a team of US-based experts who use the platform themselves. You get access to phone support regardless of subscription tier, and they boast that someone will answer your call within a couple of rings. There are no frustrating automated systems to work through, and phone lines are open 8 am-8 pm. There is also unlimited chat and email support for all users. Online support includes guides, videos, and FAQs.

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.
Pipeline CRM is best for small to medium-sized sales teams. The CRM hits the nail on the head regarding what sales reps actually need from sales software: unlimited dashboards and reports, customizable pipelines, and salesforce automation. Plus, all of this is presented in a familiar way; if you've used a spreadsheet, you can use Pipeline CRM. It's also an affordable option, with the premium subscription (US$ 49) providing access to the most advanced sales tools and automation on the market.

Ease of Use

4.6
4.3

Support

4.5
4.5

API Access

yes
yes

Free Trial

yes
yes

Free Version

yes
no

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