Customer Relationship Management (CRM) systems have become increasingly important for businesses of all sizes in the modern era. A CRM helps businesses to manage customer interactions, streamline sales processes, and improve overall efficiency. When it comes to selecting a CRM system, there are a multitude of options available.
In this blog post, we will be comparing two CRMs: Agile CRM, Capsule CRM, and introducing an alternative: folk. By the end of this post, you will have a clear understanding of each CRM and can make a decision on which CRM is the best choice for your business.
Presentation of Agile CRM
Agile CRM is an all-in-one platform that offers a suite of sales, marketing, and service automation tools. It is a cloud-based solution that is geared towards small and medium-sized businesses. Agile CRM offers a range of features including contact management, appointment scheduling, project management, email marketing, and social media integration. It also offers integrations with third-party apps such as Mailchimp, Zendesk, and Shopify.
Presentation of Capsule CRM
Capsule CRM is another CRM solution that is targeted towards small businesses. It offers a range of features including contact management, sales pipeline tracking, task management, and custom fields. Capsule CRM also offers integrations with apps like Mailchimp, Xero, and G Suite.
Presentation of folk
folk is a new CRM that is quickly gaining traction in the market. It is designed specifically for businesses of all sizes, thanks to its unique customizability and scalability, and offers a range of features including contact management, pipeline management, and mail merge. folk's standout feature is its ability to personalize customer interactions using AI-powered automation.
Agile CRM vs Capsule CRM Comparison
Now we'll take a look at key features in each CRM and see how they compare.
Ease of use and user experience
Contact management is a crucial component of any CRM, serving as the foundation for all your customer-related operations. It is more than just storing contact information; it's about understanding your customers and their needs, tracking interactions, and managing relationships. With robust contact management, businesses can streamline their marketing and sales efforts, ensuring that they reach the right customers with the right messages at the right time.
Agile CRM Contact Management
Agile CRM's contact management functionality gives a comprehensive view of customer interactions. It enables businesses to track and manage every detail of their interactions with customers and prospects. This includes basic information such as name and contact details, as well as a timeline of all past interactions like emails, calls, and meetings.
Capsule CRM Contact Management
Similar to Agile CRM, Capsule maintains vital contact details along with a chronological record of every interaction, whether it's a call, email, or meeting. However, it also incorporates a feature that allows users to attach relevant documentation, such as contracts or proposals, directly to a contact's record.
folk Contact Management
folk's contact management has all of the above, and more. You can easily sort contacts into different groups, and contact enrichments means you can fill in missing contact details at a click of a button. A handy Chrome extension lets you add contacts from LinkedIn, Twitter, Instagram, or any website, with a click, profile pictures and all. folk even detects who is the strongest connection to a contact in your organization. Finally, the automatic detection of duplicates is a user favorite for keeping contact lists clean.
ppipeline management is a crucial feature that provides a visual representation of where potential customers are in the sales process, letting businesses understand the status and progress of each prospect. Notably, a robust CRM should allow customizing the sales stages to match the company's unique sales process, enabling deeper insights and more accurate forecasting.
Agile CRM Pipeline Management
Agile CRM provides a visual sales pipeline that allows businesses to organize and track deals according to their different stages. Each deal can be moved along the pipeline depending on its progress, from the initial stages of prospecting to the final stages of closing. Agile CRM also enables users to customize their pipelines with features like automated tasks and reminders.
Capsule CRM Pipeline Management
With Capsule CRM users can add, edit, and track deals at various stages, from initiation to closure. The system also allows for customization, enabling businesses to tailor their pipelines to match their unique sales processes. The visual depiction of the pipeline stages simplifies the monitoring of deals, promoting a quick understanding of where each deal stands. Capsule CRM's Pipeline Management also incorporates features for setting tasks and reminders, ensuring that businesses stay proactive and on top of their sales activities.
folk Pipeline Management
folk's Pipeline Management system stands out for its intuitive and user-friendly design. It provides a comprehensive overview of the sales process, mapping out each deal in visual stages from inception to closure with a simple drag-and-dropg Kanban view. It also offers customization options, allowing organizations to tailor their pipelines to their unique sales processes. Additionally, it incorporates features for setting tasks and reminders, ensuring you stay proactive and on top of their sales activities.
Mail Merge is a powerful and important aspect of a CRM that allows for mass personalization of communications. It automates the process of creating personalized emails or letters by merging a standard template with data from individual contacts within the CRM.
Agile CRM Mail Merge
Agile CRM's mail merge allows you to send out mass emails that are tailored to individual recipients based on your contact's information stored in the CRM. In addition, Agile CRM's mail merge feature supports the scheduling of emails, enabling you to send your personalized emails at optimal times for highest impact.
Capsule CRM Mail Merge
Capsule CRM's mail merge feature feature templates that you can re-use when emailing multiple people, that can be populated by data stored in Capsule CRM. This saves you time and allows for more personalized communications.
folk Mail Merge
Messages, folk's mail merge function, lets you personalize emails en masse, as well as make use of templates that you can easily access with a click. In addition, folk's powerful AI integration will generate content personalized to each of your contacts, instantly. Once sent, you can track the results of your email campaigns and easily follow-up in folk.
Integrations in CRM platforms are another essential feature for a CRM. We all use multiple online platforms to manage our various processes, and integrations allow us to link them all together. Integrations allows businesses to synch data across their various platforms and avoid manual data entry and potential errors.
Agile CRM Integrations
Agile CRM connects with over 100 popular applications such as Zendesk and Shopify. The platform also offers an open API, allowing for custom integrations tailored to your specific business requirements.
Capsule CRM Integrations
Capsule CRM provides integrations with numerous popular applications such as Mailchimp, Xero, and G Suite. Capsule CRM also offers an open API, enabling the creation of custom integrations.
folk's integration capability is powerful, connecting seamlessly to Outlook and Gmail so that all contacts, emails, and calendar are events are synched with folk. Plus, thanks to a Zapier integration, folk connects with thousands of other apps, including popular applications like Zapier, Trello, and Stripe, to name a few.
User experience (UX) in a CRM is a crucial aspect that determines the effectiveness of the system. A well-designed CRM offers intuitive navigation, user-friendly features, and straightforward processes that make the system easy to use.
Agile CRM User Experience
Agile CRM has a user-friendly interface, with a focus on customer journey visualization. It provides a clean, intuitive dashboard that makes navigation simple and straightforward, even for those less tech-savvy. The system offers a host of automated features, reducing the need for manual input and thus enhancing efficiency. However, some users have reported a steep learning curve at the beginning, which might necessitate a certain degree of training or guidance
Capsule CRM User Experience
Capsule CRM provides a user experience that emphasizes simplicity and ease of use. The dashboard is clean, displaying important information at a glance. The platform offers automation features, reducing manual task loads and boosting efficiency. While the overall functionality is robust, some users might find that mastering all the features takes a bit of time.
folk User Experience
folk is well-known for being a clean, beautiful CRM in a marketplace full of ugly, bloated options. Often compared to Notion, folk's interface is simple and minimal, and also highly customizable, and there is zero onboarding required as it is a very intuitive and straightforward system.
We all need help sometimes – the quality of customer support for a CRM directly impacts how effectively it is used, user satisfaction, and of course, customer retention.
Agile CRM Customer Support
Agile CRM provides customer support through various channels including email, and live chat. While some users have praised the quick response times and the friendly attitude of the support staff, others have noted room for improvement in the areas of issue resolution and communication. As with many customer support systems, experiences can vary depending on the specific situation and the complexity of the issue at hand.
Capsule CRM Customer Support
Capsule CRM provides customer support primarily through email and phone calls, with assistance available during standard business hours. The support team is dedicated to helping users navigate through any potential difficulties or queries they may have regarding the platform.
folk Customer Support
folk offers customer support par excellence. Their team is noted for its readiness and willingness to assist users, promptly addressing queries and resolving any issues that arise during the use of their platform. Users have consistently shared positive feedback about folk's customer support, particularly the quick response times and effective issue resolution. In addition there are plenty of self-serve support materials such as a comprehensive help center with articles and videos, and a quick start guide complete with short videos.
Pricing and Plans
All three CRMs have a free plan to let you try out the platform before committing. Agile CRM offers a free plan, with paid plans starting at $14.99/user/month. Capsule CRM offers a free plan, with paid plans starting at $15/user/month. folk offers a free plan for an unlimited time, with paid plans starting at $14/user/month. Plans vary depending on the app and the level of features you need – it's worth consulting each CRM's pricing page for a more detailed breakdown.
After comparing Agile CRM, Capsule CRM, and folk based on key features such as integrations, user experience, customer support, and pricing and plans, folk comes out as the overall winner. While Agile CRM and Capsule CRM offer a range of useful features, folk's personalized marketing capabilities and AI-powered automation make it stand out from the crowd. Whether you're just starting out or looking to scale your operations, folk can be adapted to your needs.