When it comes to customer relationship management (CRM) systems, there are many different options available on the market that offer varying features and functionalities. In this article, we'll compare three popular CRM systems: Capsule CRM, Folk.app, and Hubspot.
tl;dr: folk.app works best for SMBs looking for a simple, easy-to-use CRM solution. Hubspot is best when it comes to newsletter and email marketing automation.
Ease of use
Capsule CRM is flexible CRM system that is designed to simplify CRM processes, enhance customer relationships, and maximize sales opportunities while minimizing manual input. The platform offers a range of features and functionalities that make it ideal for small businesses and startups.
One of the key features of Capsule CRM is its contact management system. Capsule provides a comprehensive overview of each contact, allowing you to effectively manage and keep track of the individuals, companies, and organizations you engage with. Additionally, the option to share contacts with colleagues ensures a unified and updated view of the contact across your team.
Capsule CRM also offers sales pipeline management tools that allow you to efficiently track bids, deals, proposals, and other opportunities. The platform offers the flexibility to generate reports and extracts from the sales pipeline using customizable filters, enabling data-driven insights and analysis.
Developers can leverage Capsule's RESTful API to create add-ons or seamlessly integrate the CRM system with other applications. The API supports XML or JSON over secure HTTPS, empowering developers to utilize familiar tools and programming languages for smooth integration.
That being said, Capsule require strong knowledge in how to setup properly CRM and won't be a recommendation of choice for SMBs without proper integration capabilities in that sense.
Folk.app is a CRM system that is designed to cater to the of small businesses. The platform offers a range of features that help users manage their contacts like a breeze.
One of the key features of Folk.app is its intuitive interface, which makes it easy for users to navigate and use the platform. The contact management system is designed to be simple and straightforward, allowing users to quickly add and manage their contacts.
It also comes with a very easy to use library of templates that can help adapt folk in minutes to ones' use case and needs.
Hubspot is a leading CRM system that is designed for businesses of all sizes. The platform offers a range of features and functionalities that make it ideal for sales, marketing, and customer service teams.
One of the key features of Hubspot is its marketing automation tools, which allow users to create targeted campaigns that are designed to engage and convert leads or share newsletters. Hubspot also offers a range of sales pipeline management tools that allow users to efficiently manage and track their sales opportunities.
Additionally, Hubspot provides robust customer service tools that help businesses manage and track customer interactions.
That being said, the platform can feel a bit clunky and outdated for modern teams. It's also always cumbersome to setup it properly and customize without prior experience setting up CRM systems at scale.
Contact Management & Integrations
Capsule CRM provides a comprehensive overview of each contact, allowing you to effectively manage and keep track of the individuals, companies, and organizations you engage with.
It comes with a bunch of expected integrations including Gmail, Outlook, Zapier, Mailchimp and more.
Folk.app's contact management system is designed to be simple and straightforward, allowing users to quickly add and manage their contacts.
In one click, you can have all the infos about your contacts flowing into a centralized system, including emails, calendars and contacts.
It also offers a really powerful chrome extension to bring contacts from any website and update it in one click. This chrome extension works on LinkedIn, Sales Navigator, Twitter, Gmail, Instagram, Tiktok, among others.
Hubspot CRM allows for integrations with many popular third-party tools. Many of these integrations are native but some of them will require to develop a proper API integration requiring to go through Hubspot CRM consultants.
Capsule CRM's sales pipeline management tools allow you to efficiently track bids, deals, proposals, and other opportunities. The platform offers the flexibility to generate reports and extracts from the sales pipeline using customizable filters, enabling data-driven insights and analysis.
The pipeline provides an acceptable experience but might feel slightly cumbersome and slow from time to time.
folk app offers a simple and easy to use pipeline system to track both people and companies. The pipeline comes with powerful filtering and sorting capabilities, and can be setup just starting from a template.
Users of Notion or Airtable won't be lost as the experience offers the same degree of simplicity and customization.
Hubspot CRM offers a range of sales pipeline management tools that allow users to efficiently manage and track their sales opportunities. Additionally, the platform offers the ability to customize and automate the sales process with workflows.
Except for that, bulk actions tend to be pretty hard on the pipeline and the Hubspot CRM system can feel in that sense pretty manual.
Capsule CRM does not offer powerful mail merge functionality.
Folk CRM offers a powerful mail merge system directly in the CRM software. It helps small businesses do email marketing and CRM all in one tool. This mail merge software draws directly from the data stored in the CRM to write ultra-personalized emails to leads, prospects, or any other type of contact. Folk CRM also offers readymade email templates that you can use and save directly in the tool.
folk CRM also allows to track customer interactions and the results of the last campaigns sent, in order to follow-up properly with the ones that opened or clicked the campaign.
Hubspot's marketing automation tools allow users to create targeted campaigns that are designed to engage and convert leads into customers. This includes the ability to send personalized emails and use mail merge functionality.
When it comes to CRM systems and comparing Capsule CRM vs Hubspot CRM, there is no one-size-fits-all solution. Each platform offers its own unique set of features and functionalities that cater to the needs of different businesses. Capsule CRM, Folk.app, and Hubspot are all powerful CRM systems that offer a range of features and functionalities. folk CRM is ideal for small businesses and startups. Hubspot, on the other hand, is a leading CRM system that is designed for businesses of all sizes but works properly mostly for businesses with prominent email marketing needs.