Pipedrive vs Capsule CRM

When it comes to choosing a CRM that fits your business needs, Pipedrive and Capsule CRM are two popular options that often come up. Both platforms cater to small and medium-sized businesses, offering tools for sales pipeline management, contact organization, and task automation. However, their approaches to CRM differ, making it crucial to understand the key features, strengths, and limitations of each.

In this blog post, we'll compare Pipedrive and Capsule CRM to help you determine which one aligns better with your company's workflow and growth goals. Additionally, we'll introduce folk as a popular alternative worth considering.

¿Qué es Pipedrive?

Pipedrive es un CRM basado en la web para pequeñas empresas que ofrece gestión de clientes potenciales, automatización, integración de correo electrónico y procesos personalizables para optimizar las ventas.

Key features of Pipedrive:

• Gestión de clientes potenciales y operaciones: herramientas centralizadas para gestionar los datos de los clientes, las interacciones y los procesos de ventas, lo que ayuda a los equipos a actuar rápidamente ante las oportunidades.
• Automatización de ventas: automatización del flujo de trabajo para gestionar tareas repetitivas, como el enrutamiento de clientes potenciales, los seguimientos y las secuencias de correos electrónicos, lo que permite a los equipos de ventas centrarse en cerrar acuerdos.
• Integración con el correo electrónico: sincronización completa del correo electrónico, plantillas y funciones de seguimiento, lo que permite a los usuarios gestionar todas las comunicaciones directamente desde el CRM.
• Informes y análisis avanzados: análisis de datos en tiempo real y herramientas de informes personalizados para realizar un seguimiento del rendimiento de las ventas, pronosticar los ingresos y obtener información útil.
• Personalización y seguridad: opciones para personalizar procesos, campos y permisos de usuario, con sólidas medidas de seguridad para proteger los datos.
  

¿Qué es Capsule CRM?

Capsule CRM es una plataforma de gestión de relaciones con los clientes fácil de usar, diseñada para pequeñas y medianas empresas. Ofrece una interfaz limpia e intuitiva que ayuda a los usuarios a gestionar las relaciones con los clientes, realizar un seguimiento de los procesos de ventas y organizar las tareas y las comunicaciones de manera eficiente.

Características principales de Capsule CRM

• Contact management: Allows users to organize customer information, track communication history, and manage relationships in one place.
• Sales pipeline management: Helps track opportunities and deals, providing a visual overview of sales stages to monitor progress.
• Task management: Enables users to set reminders, create to-do lists, and track deadlines for streamlined productivity.
• Customization options: Offers customizable fields and workflows to tailor the CRM to specific business needs.
• Third-party integrations: Integrates with popular tools like Google Workspace, Xero, and Mailchimp to extend functionality.

Pipedrive vs. Capsule CRM: Feature Comparison

Key differences at a glance

• Pipedrive: stronger automation, integrated email tools, and AI Sales Assistant.
• Capsule: simpler UI, task-first workflows, outreach via Transpond.
• Both: SMB-focused pipelines, reporting, and integrations.

Analicemos las características principales de dos soluciones de software CRM y examinemos más detenidamente sus herramientas de automatización de ventas, marketing por correo electrónico y gestión de contactos.

1. Gestión del proceso de ventas

Pipedrive offers a user-friendly Kanban-board that closely aligns with traditional sales pipeline management processes, making it intuitive for users to visualize and manage their sales activities. This visual approach helps teams stay organized and focused on closing deals efficiently. On the other hand, Capsule CRM provides a versatile pipeline management feature that allows users to track sales opportunities through various stages. Capsule's flexibility in viewing the sales pipeline as a list, Kanban, or dashboard ensures that users can choose the format that best suits their workflow needs. This adaptability can be particularly beneficial for teams that prefer a more customizable approach to managing their sales processes. Both Pipedrive and Capsule CRM excel in providing tools that enhance sales pipeline visibility, but the choice between them may come down to the specific visual and functional preferences of the user or team. Ultimately, both platforms aim to streamline the sales process, improve team collaboration, and drive revenue growth by offering robust pipeline management features.

2. Facilidad de uso

Pipedrive is known for its intuitive interface, making it easy for users to navigate and manage their sales processes efficiently. Capsule CRM also offers a user-friendly experience, with a straightforward design that allows users to quickly access and utilize its features without a steep learning curve.

3. Enriquecimiento de contactos

Pipedrive's contact enrichment feature works by integrating with tools like Clay.com to pull additional information from external sources, automatically populating fields with relevant data such as job titles, company information, and social media profiles. Capsule CRM does not focus heavily on contact enrichment, relying more on basic data entry and user inputs.

4. Divulgación

Pipedrive's email builder is more geared towards campaigns such as newsletters, and more responsive email marketing campaigns. 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. Automatización

Pipedrive's automation feature streamlines sales processes by automating repetitive tasks, such as data entry, follow-ups, and lead assignment. 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. Integración

Pipedrive offers over 300 integrations, allowing users to connect the CRM with various third-party tools across different categories, including marketing automation and email platforms. 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

Pipedrive integrates AI primarily through its Sales Assistant, which provides actionable insights and recommendations to optimize sales activities. 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.

Comparación de precios y planes

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

Precios de Pipedrive

Pipedrive ofrece dos tipos de planes, ambos para su producto CRM. Se trata de una suscripción mensual o anual. Su plan de suscripción anual es el siguiente.

• Plan Essential: desde 24 $ por usuario al mes.
• Plan avanzado: desde 44 $ por usuario al mes.
• Plan de potencia: desde 79 $ por usuario al mes.
• Plan Enterprise: desde 129 $ por usuario al mes.

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Precios de Capsule CRM

• Plan inicial: desde 21 $ por usuario al mes.
• Plan de crecimiento: desde 38 $ por usuario al mes.
• Plan avanzado: desde 60 $ por usuario al mes.
• Plan Ultimate: desde 75 $ por usuario al mes.

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

Looking for an affordable alternative? We recommend folk CRM as the optimal choice for sales teams of 20-50 people. This award-winning CRM platform is specifically designed to scale with growing teams while maintaining the simplicity that medium-sized sales organizations need to stay agile and efficient.

Características principales

• Facilidad de uso y personalización: personaliza fácilmente los procesos, los paneles de control, la automatización y las secuencias de correo electrónico para que puedas utilizarlos en todo tu ciclo de ventas y gestión de procesos, así como en otras funciones empresariales, como la contratación, el marketing y mucho más.
• Integración con redes sociales: importa personas y empresas desde LinkedIn, Sales Navigator, Instagram y X con un solo clic gracias a la extensión de Google Chrome de Folk.
• Sincronización de contactos desde Gmail y Outlook: sincronización completa del correo electrónico que permite a los usuarios gestionar todas las comunicaciones directamente desde el CRM.
• Encuentre direcciones de correo electrónico con un solo clic: enriquecimiento de contactos con tecnología de Apollo y Dropcontact para que pueda completar los datos que faltan con un solo clic.
• Secuencias de correo electrónico: envía secuencias de correo electrónico con recordatorios si tus clientes potenciales no responden a tus primeros correos electrónicos. Incluye una integración de IA que te permite personalizar el correo electrónico a gran escala.

Precio y planes

folk ofrece una prueba gratuita de 14 días. Después, hay planes de suscripción mensuales o anuales asequibles. El plan de suscripción anual es el siguiente.

• Estándar: 20 $ por usuario al mes.
• Premium: 40 $ por usuario al mes.
• Personalizado: desde 80 $ por usuario al mes.

Pipedrive vs. Capsule CRM: What's the verdict?

Both Pipedrive and Capsule CRM offer robust features tailored to small and medium-sized businesses. Pipedrive excels in sales automation and customization, while Capsule CRM stands out with its user-friendly interface and task management capabilities. However, for sales teams of 20-50 people seeking the perfect balance of advanced functionality and cost-effectiveness, folk CRM emerges as the superior choice, offering enterprise-grade features at a fraction of the cost while maintaining the flexibility that growing teams require.

👉🏼 Prueba Folk ahora para gestionar los recordatorios basados en contactos con tu equipo.

Preguntas frecuentes

¿Para qué se utiliza Pipedrive?

Pipedrive helps SMB sales teams manage deals and pipelines, track activities, sync email, automate follow-ups, and report on performance to forecast revenue and close more opportunities.

What is the difference between Pipedrive and Capsule CRM?

Pipedrive emphasizes automation, integrated email, and an AI Sales Assistant. Capsule focuses on simple contact and task management with flexible pipeline views and email via Transpond. Both serve SMBs with pipelines and reporting.

Does Capsule CRM have email marketing?

Yes. Capsule connects to Transpond for newsletters, drip campaigns, and automated follow-ups. Contacts and segments sync from Capsule, and engagement data returns to contacts and opportunities.

What is a good alternative to Pipedrive and Capsule?

folk CRM offers customizable pipelines, contact enrichment, email sequences, and automation at a lower cost. Annual plans: Standard $20/user/mo, Premium $40, Custom from $80. Try folk CRM with a 14-day free trial.