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.
Pipeliner CRM visualizes the pipeline, sales process, and sales activities in real time. Its visual contact management feature enables users to acquire a thorough perspective of their clients and prospects, as well as map out how they influence a transaction. The "Voyager" AI engine offers salespeople with insights and notifications to keep them focused on their revenue target and the most important actions. The Pipeliner Mobile App provides salespeople with visual, dynamic tools that allow them to sell remotely. Pipeliner CRM also delivers management reports, sophisticated reports, and pivot tables to both sales managers and salespeople.Pipeliner has intuitive user interface, consistent navigation, and built-in context-sensitive help. It also features a visual, drag-and-drop backend that allows users to keep the system up to date. Pipeliner CRM may also be integrated with a number of other platforms.

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.
Pipeliner CRM generates high levels of user engagement thanks to its sales-friendly layout. Users can quickly understand the system because of its consistent navigation and visual approach, resulting in higher adoption rates and a faster ROI. Furthermore, users may easily customize what they see in order to make the system their own. Pipeliner's administration backend is also visually appealing and simple to use, with drag-and-drop functionality, in-line editing, and other non-technical features. Pipeliner does not require a full-time administrator or pricey qualified technical employees, which is a fundamental contrast. The program also has a robust reporting engine that allows reports to be generated from any view or section of the system. Standard reports, sophisticated reports, and visual dashboards are all accessible. Pipeliner believes strongly in focusing on core competencies, which is why it provides the best in sales force automation while also making it simple and seamless for customers to integrate with other best-of-breed systems such as Ticketing, Marketing Automation, or any other system they may be using.

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.
Built-in support resources, such as tutorials and context-specific guided video tours, guarantee that users get the most out of the software's functionality. If the built-in help articles are unsatisfactory, users can contact Pipeliner CRM support directly from the dashboard.

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.
Pipeliner CRM is a sales enablement solution for sales managers and sales representatives. With a simple successful formula to focus on what matters most: pipeline, process, focus, and analytics to increase revenue.

Ease of Use

4.6
4.7

Support

4.5
4.6

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