Zoho vs. Capsule: Quick overview

When it comes to choosing a CRM for your business, Zoho and Capsule are two popular options that cater to different needs. Zoho CRM is a comprehensive platform with a wide range of features for managing sales, marketing, and customer service, making it ideal for businesses of all sizes. Capsule, on the other hand, offers a simpler, more streamlined approach, designed for small to medium-sized businesses that need an easy-to-use solution for contact and task management.

In this blog, we'll compare Zoho and Capsule.

Additionally, we'll introduce folk as a popular alternative that particularly excels for medium-sized sales teams of 20-50 people.

What is Zoho?

Zoho is a CRM system with a strong sales focus. It has journey orchestration, sales process management, and workflow automation features. There's also something for marketing teams, including event management and customer segmentation.

Key features of Zoho

• Sales automation: Automates sales tasks like lead management, deal tracking, and follow-up actions.
• Customizable dashboards and reports: Allows users to create and customize dashboards and reports for in-depth analytics.
• Multi-channel communication: Integrates with email, phone, social media, and live chat to manage customer interactions.
• Lead and contact management: Manages customer information, tracks interactions, and segments contacts for targeted campaigns.
• Workflow automation: Automates routine tasks and processes to improve efficiency and reduce manual effort.
• AI-powered sales assistant (Zia): Provides predictive analytics, task automation, and intelligent suggestions to enhance sales performance.
  

What is Capsule CRM?

Capsule CRM is a user-friendly customer relationship management platform designed for small and medium-sized businesses. It offers a clean, intuitive interface that helps users manage customer relationships, track sales pipelines, and organize tasks and communications efficiently.

Key features of Capsule CRM

• Simple contact management: Capsule provides an intuitive way to organize and manage contacts, helping businesses keep track of customer information and interactions effortlessly.
• Sales pipeline tracking: It allows you to easily manage sales opportunities and monitor deals at each stage of the pipeline, providing clear visibility into the sales process.
• Task management: Capsule includes task management features to help you stay on top of follow-ups, deadlines, and important to-dos.
• Customizable reports: Generate and customize reports to gain insights into sales performance, customer activity, and team productivity.

Zoho vs. Capsule CRM: Feature Comparison

Choosing the right CRM can significantly impact your business operations. Let's break down the key features of Zoho CRM and Capsule CRM, focusing on sales automation, email marketing tools, and contact management.

1. Sales pipeline management

Zoho CRM offers a comprehensive pipeline management feature that provides a visual overview of the sales process. This allows users to track deals at various stages, ensuring an effective management of opportunities. The visual representation helps in identifying bottlenecks and optimizing the sales flow. On the other hand, Capsule CRM presents a user-friendly approach to tracking sales opportunities through various stages. Users can view the sales pipeline in multiple formats such as list, kanban, or dashboard, which adds flexibility in how information is accessed and utilized. Capsule's simplicity in design makes it easier for teams to quickly adapt and manage their sales processes efficiently. Both CRMs provide robust tools for sales pipeline management, but your choice might depend on whether you prefer a more visual interface like Zoho's or the flexible viewing options offered by Capsule.

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2. Ease of use

Zoho CRM offers a user-friendly interface with customizable dashboards, making it easy for users to navigate and manage their sales processes. Capsule CRM, on the other hand, is known for its simplicity and straightforward design, which is ideal for small businesses looking for an intuitive CRM solution.

3. Contact enrichment

Zoho CRM's contact enrichment feature, powered by its AI assistant Zia, automatically updates and enriches records using data from various online sources. The feature can fill in missing details, such as email addresses, phone numbers, company information, and social media profiles. Capsule CRM offers basic contact enrichment by automatically pulling in social media profiles and public information from email addresses, helping you build a more complete view of your contacts without manual data entry.

4. Outreach

Zoho CRM supports multichannel outreach, enabling businesses to connect with leads through email, social media, and other platforms. The platform automates workflows such as lead assignment and follow-up reminders, while AI-driven sentiment analysis helps prioritize customer responses for timely engagement. Capsule CRM's outreach solution focuses on simplifying email marketing and automating follow-ups through integration with its email tool, Transpond. This allows users to schedule and automate email campaigns to streamline outreach efforts.

5. Automation

Zoho CRM provides comprehensive automation features that streamline tasks like sending emails, updating fields, and triggering alerts through workflow automation. It includes Blueprint for standardizing sales processes, Macros for automating repetitive tasks in bulk, and Zia AI for predictive automation that suggests workflows and actions based on data patterns. Capsule CRM offers automation features that help streamline sales and customer relationship processes, including automating repetitive tasks like follow-ups and data updates. Its workflow automation allows users to set up triggers for actions based on changes in sales pipelines or customer status.

6. Integration

Zoho integrates with a wide range of third-party applications to expand its functionality, including popular tools like Google Workspace and Microsoft Office. It also connects with accounting software such as QuickBooks and more. Capsule CRM integrates with a variety of popular third-party applications, including productivity tools like Google Workspace and Microsoft 365 for email and calendar synchronization. It also connects with accounting software such as Xero.

7. Artificial intelligence

Zoho CRM integrates AI through its assistant, Zia, which enhances productivity by automating tasks like data entry, lead prediction, and workflow recommendations. Zia provides predictive analytics for sales forecasting, identifies anomalies in sales processes, and suggests the best times for customer engagement based on past interactions. Capsule CRM has limited AI integrations compared to more advanced platforms, focusing primarily on enhancing efficiency through basic automation. However, it supports integrations with third-party tools that offer AI functionalities.

Price and plans comparison

Let's take a closer look at the price and plans of both Zoho and Capsule CRM.

Zoho prices

Zoho offers a Free plan limited to three users suitable for small businesses. After that, an annual subscription plan is as follows.

• Standard: $20 per user, per month.
• Professional: $35 per user, per month.
• Enterprise: $50 per user, per month.

Capsule CRM prices

• Starter plan: Starts from $21 per user, per month.
• Growth plan: Starts from $38 per user, per month.
• Advanced plan: Starts from $60 per user, per month.
• Ultimate plan: Starts from $75 per user, per month.

Introducing folk CRM: the best alternative to Zoho and Capsule CRM

Looking for an affordable alternative that's perfect for sales teams of 20-50 people? We recommend folk CRM. There is a reason why folk is a multiple award-winning CRM platform loved for its easy-to-use, plug-and-play CRM system that scales beautifully with medium-sized sales organizations.

Key features

• Ease of use and customization: Easily customize the pipelines, dashboards, automation, email sequences, so that you can use it across your sales cycle and pipeline management – and other business functions such as recruitment, marketing, and more.
• Social media integration: Import people and companies from LinkedIn, Sales Navigator, Instagram, and X within a click thanks to folk's Google Chrome extension.
• Contact sync from Gmail and Outlook: Full email sync enabling users to manage all communications directly from the CRM.
• Find email addresses in a click: Contact enrichment powered by Apollo, and Dropcontact so you can fill in missing data points with 1-click.
• Email sequences: Send email sequences with reminders if your leads don't reply to your first emails. It includes an AI integration allowing you to personalize email at scale.
• Notes and reminders: Attach notes directly on someone's contact profile and assign reminders so you know exactly when to follow up even if it's six months down the line.

Price and plans

folk has a 14-day free trial available.

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• Standard: $20 per user, per month.
• Premium: $40 per user, per month.
• Custom: Starts from $80 per user, per month.

Zoho vs. Capsule CRM: What's the Verdict?

Both Zoho and Capsule CRM offer robust features tailored to different business needs. Zoho stands out with its extensive customization and integration capabilities, making it a strong choice for larger organizations seeking comprehensive solutions. Capsule CRM, on the other hand, shines with its simplicity and user-friendly interface, ideal for small to medium-sized businesses focusing on ease of use. However, for medium-sized sales teams of 20-50 people that need a more personalized approach to relationship management, folk CRM provides the best alternative to these traditional options, blending ease of use with customization while offering superior LinkedIn integration and AI-powered email personalization at scale.

FAQ

Which is better: Zoho or Capsule CRM?

Zoho suits teams needing deep customization, advanced automation, and broad integrations. Capsule fits small to midsize teams prioritizing simplicity, clear pipelines, and quick setup. Choose complexity and breadth (Zoho) vs ease and speed (Capsule).

Is Zoho CRM free?

Yes. Zoho has a free plan for up to 3 users with core CRM features. Paid annual tiers: Standard $20/user/mo, Professional $35, Enterprise $50. Features and regional pricing may vary.

Does Capsule CRM have email marketing and automation?

Yes, via Transpond for email campaigns and basic automation. In-app, Capsule supports task reminders, pipeline triggers, and simple workflows for follow-ups and data updates.

What is a good alternative to Zoho and Capsule?

folk offers customizable pipelines, LinkedIn importing, contact enrichment, email sync, and AI-personalized sequences. Plans on annual billing: Standard $20/user/mo, Premium $40, Custom from $80. 14-day free trial available.