Choosing the right CRM software can be a make or break decision for small businesses, or business of any size. With so many options available, it's essential to compare different CRMs to find the best one for your needs.
This article will help you make the right decision by comparing two popular CRM systems: Capsule CRM and Zoho sales. We'll dive deep into these two CRM systems and compare them based on the key features you need in a CRM. Plus, we'll highlight an alternative CRM that stands out as the best choice for SMEs.
Introduction to Capsule CRM
Capsule CRM is a cloud-based customer relationship management system that offers an intuitive user interface, detailed contact profiles, automated task notifications, and more.
Introduction to Zoho
Zoho is a cloud-based CRM system with lead tracking, sales automation, and analytics. It also offers integrations with popular third-party applications, such as Gmail and Outlook.
Alternative CRM: folk
folk is a new generation of CRM that focuses on intuitive design and user experience. It offers features such as advanced options for managing contacts, activity tracking, email integration, and pipeline tracking. Its powerful AI integration combines your contact data with AI, allowing you to generate almost any data you want with a click. Fit for any business size, it stands out from Capsule and Zoho with its gamified elements that make it fun and easy for your salespeople to keep CRM data up to date.
Ease of use and user experience
Capsule CRM and Zoho comparison
Capsule CRM and Zoho both aim to simplify the sales process by providing an all-in-one solution for managing contacts, leads, and deals.
Read on for a detailed breakdown of how each CRM compares on contact management, integrations, pipeline management, mail merge, and over user experience/ease of use.
At the basis of all CRM apps is the core feature of contact management. A good CRM nowadays should go beyond the basic function of storing contact details, but allow you to track interactions and even enrich your contact data for you.
Capsule CRM Contact Management
Capsule CRM allows users to store detailed contact profiles including activity history, so teams can track interactions and follow-ups. Users can add notes, tasks, or attach documents to each contact profile.
Zoho Contact Management
In Zoho you can keep contact profiles, with each profile including a history of interactions. Integrated with other Zoho products, it provides a holistic view of each contact's engagement level and status. Users can also add notes, set reminders for follow-up actions, and attach necessary documents to each contact's profile.
folk Contact Management
Folk takes the contact management game to a whole new level! With integrations with Outlook and Gmail, you can seamlessly track every interaction (emails, calendar events) automatically. Custom fields allow you to store any kind of data you want, and if there's something missing, once-click enrichment lets you fill in your contact data gaps. Attach documents and keep a record of notes that you can share with colleageus and even tag them in as reminders for tasks. A handy Chrome extension lets you import contacts from LinkedIn, Twitter, or anywhere on the web, with a single click.
Integrations are the secret sauce that make CRM applications incredibly useful. It's like having your email system chat with your calendar, your project management tool, and your contact list, exchanging useful information and making sure everyone is on the same page. This means less manual data entry for you, fewer errors, and more time to focus on building those all-important customer relationships.
Capsule CRM Integrations
Capsule CRM offers integrations with the usual suspects like Google G Suite and Microsoft Outlook for email, Xero, and QuickBooks for finance, and MailChimp for marketing. If you're into setting up your workflows, they have your standard automation tools like Integromat, Zapier, and PieSync.
Zoho Integrations also has extensive integrations, connecting to Google Apps, cosial media and accounting tools like QuickBooks and Xero. For marketing, Zoho integrates with their own marketing tool MAkreting Hub and also popular tools like MailChimp.
folk brings its A-game to the field, effortlessly integrating up with Gmail and Outlook, bringing in all your contacts, emails and calendar events and sycning up with them automatiaclly. With a powerful Zapier integration you can create your own custom integrations to thousands of your favorite apps, such as Slack, or even Asana.
When managing a pipeline, Capsule provides a simple and user-friendly solution that makes it easy to customize the pipeline based on specific business requirements. You can create custom pipelines, prioritize deals, and track the stage of each deal in real-time. Zoho's pipeline is more complex as it includes automated lead scoring and in-depth analytics that help larger teams forecast revenue and sales goals more accurately.
Capsule CRM Pipeline Management
Capsule CRM offers an intuitive and efficient approach to pipeline management. Its user-friendly interface allows for easy customization of sales pipelines to suit specific business needs. You can create multiple pipelines and define your own stages, making it a flexible tool for different sales processes.
Zoho Pipeline Management
Zoho CRM has a multifaceted approach to pipeline management, including an automated lead scoring that helps prioritize prospects based on their potential value to your business. It also has analytics showing you the journey of each deal in real time.
folk Pipeline Management
folk has a drag-and-drop Kanban style pipeline that you can set up and customize in a few clicks. Control what data is displayed on each card and move cards along the process, giving you a clear visual view of your pipeline.
Mail merge is a pivotal feature in any CRM system. It streamlines the process of communicating with multiple customers simultaneously, while maintaining a personalized approach. A well-crafted, personalized message can help you stand out in crowded inboxes, leading to higher open and response rates. With mail merge, you can make your customers feel valued and appreciated, promoting customer loyalty and retention.
Capsule CRM mail merge
Capsule CRM does not have a mail merge feature.
Zoho mail merge
Zoho's mail merge lets consolidate customer information from your database and incorporate it into your emails. The feature also supports automated follow-ups, making managing communication with your customers more efficient.
folk mail merge
Send ultra-personalized emails in bulk with ease using folk's Messages. Select from a gallery of email templates to speed it up further, and or write with AI.
In the Messages dashboard get a clear view of your open rates, clicks, etc. Plus follow ups are easy with folk, allowing for control and customization of email follow-ups with a few clicks.
Both Capsule CRM and Zoho provide a user-friendly interface that is easy to navigate. Capsule's user interface is simple and easy to use, which makes it perfect for SMEs that mainly need a CRM for managing contacts and sales pipeline tracking. However, if you're looking for a CRM with more advanced features and functionalities, Zoho may be a better option.
Capsule CRM User Experience
Capsule CRM provides an uncluttered interface, with control of contacts, tasks, and sales prospects. The main menu comprises People, Organizations, Opportunities, and Cases, ensuring an uncomplicated structure for vital data access.
An edge in Capsule CRM's user experience lies in its user-intuitive dashboard, effectively arranging prospects by milestone categories. This aids team members in overseeing the sales process and identifying unattended opportunities, resulting in a streamlined sales workflow.
Zoho User Experience
Zoho also has a decent user experience. The dashboard is clean and uncluttered, making it easy to track leads, manage contacts, and review analytics, with a handy side menu. You can also customize your interface to suit your needs.
folk User Experience
folk presents an enjoyable user experience, designed to make your life a whole lot easier! It features a clean, intuitive dashboard that doesn't require a tech genius to figure out. With folk, you're always just a click away from your contacts, tasks, and analytics. One of the shining stars of folk is its ability to seamlessly merge emails, saving you heaps of time and effort. Plus, it does a fantastic job at simplifying follow-ups, making sure you never miss an opportunity. folk isn't just another CRM tool, it's your friendly assistant making sure your business relationships are always at their best. So, if you're looking for a CRM with a user experience that feels like a walk in the park, folk's got your back!
It's all well and good when things are smooth sailing, but what about when you hit a snag or need help with your CRM? Customer support is often the last thing considered when deciding on a CRM but it's important.
Capsule CRM Customer Support
Capsule offers an online support portal with resources such as an FAQ section, tutorials, and handy how-to guides. If you can't find the answers there, Capsule CRM's support team is accessible by email.
Zoho Customer Support
Zoho also have an online knowledge base, where you can find answers to common questions and learn how to navigate the platform through follo-walong tutorials. Failing this, they also offer support via email.
folk Customer Support
Known for their responsiveness and personal touch, folk's Customer Success team are there to make sure you succeed. As well as comprehensive FAQs for quick fixes and quick, clear video tutorials in a handy education hub to help you get the most out of folk, the team is also easy to reach if you need personalized support.
Finally, pricing is one of the critical factors when choosing a CRM system.
Capsule CRM offers a free plan for you to try out the platform, with limits. Once you're ready to pay they have plans starting at $18/month per user. This plan includes 10GB storage per user and up to 50,000 contacts.
Zoho's pricing also offer a free trial, with plans starting at $14/month per user.
folk has a free version with an unlimited timeline, so you can try it out for as long as you want. Once you're ready to upgrade plans start at $14/month per user, with unlimited contacts and a personal data migration service.
In conclusion, both Capsule CRM and Zoho provide similar features and functionalities, but they cater to different types of businesses. Capsule is perfect for small and medium-sized businesses that need a CRM for contacts, pipeline, and lead tracking. Meanwhile, Zoho is ideal for teams and businesses that require a CRM system with advanced features such as forecasting and analytics.
However, Folk CRM offers an intuitive design and gamification, which are unique and innovative features that make it the best CRM option for SMEs. The platform is affordable, with competitive pricing that makes it easy for businesses to grow and scale.