Zoho vs Capsule CRM: comparación detallada y mejor alternativa

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.

¿Qué es Zoho?

Zoho es un sistema CRM con un fuerte enfoque en las ventas. Cuenta con funciones de coordinación de procesos, gestión de procesos de ventas y automatización de flujos de trabajo. También ofrece herramientas para equipos de marketing, como gestión de eventos y segmentación de clientes.

Características principales de Zoho

• Automatización de ventas: automatiza tareas de ventas como la gestión de clientes potenciales, el seguimiento de acuerdos y las acciones de seguimiento.
• Paneles y informes personalizables: permite a los usuarios crear y personalizar paneles e informes para realizar análisis en profundidad.
• Comunicación multicanal: se integra con el correo electrónico, el teléfono, las redes sociales y el chat en vivo para gestionar las interacciones con los clientes.
• Gestión de clientes potenciales y contactos: gestiona la información de los clientes, realiza un seguimiento de las interacciones y segmenta los contactos para campañas específicas.
• Automatización del flujo de trabajo: automatiza las tareas y los procesos rutinarios para mejorar la eficiencia y reducir el esfuerzo manual.
• Asistente de ventas con tecnología de inteligencia artificial (Zia): proporciona análisis predictivos, automatización de tareas y sugerencias inteligentes para mejorar el rendimiento de las ventas.
  

¿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

• 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. Gestión del proceso de ventas

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.

👉🏼 Try folk now to build a customizable pipeline and manage contact-based reminders with your team

2. Facilidad de uso

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. Enriquecimiento de contactos

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. Divulgación

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. Automatización

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. Integración

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.

Comparación de precios y planes

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

Precios de Zoho

Zoho ofrece un plan gratuito limitado a tres usuarios, adecuado para pequeñas empresas. A partir de ahí, el plan de suscripción anual es el siguiente.

• Estándar: 20 $ por usuario al mes.
• Profesional: 35 $ por usuario al mes.
• Empresa: 50 $ por usuario al mes.

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 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.

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.
• 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.

Precio y planes

folk has a 14-day free trial available.

👉🏼 Try folk now to start a 14-day free trial and get AI-personalized sequences plus contact enrichment in one CRM

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

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.

Preguntas frecuentes

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).

¿Zoho CRM es gratuito?

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.