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.

Cos'è Pipedrive?

Pipedrive è un CRM basato sul web per piccole imprese che offre gestione dei lead, automazione, integrazione e-mail e pipeline personalizzabili per ottimizzare le vendite.

Key features of Pipedrive:

• Gestione dei lead e delle trattative: strumenti centralizzati per gestire i dati dei clienti, le interazioni e le pipeline di vendita, aiutando i team ad agire rapidamente sulle opportunità.
• Automazione delle vendite: automazione del flusso di lavoro per gestire attività ripetitive, come l'inoltro dei lead, i follow-up e le sequenze di e-mail, consentendo ai team di vendita di concentrarsi sulla conclusione delle trattative.
• Integrazione e-mail: sincronizzazione completa delle e-mail, modelli e funzioni di tracciamento, che consentono agli utenti di gestire tutte le comunicazioni direttamente dal CRM.
• Reportistica e analisi avanzate: analisi dei dati in tempo reale e strumenti di reportistica personalizzati per monitorare le prestazioni di vendita, prevedere i ricavi e ottenere informazioni utili.
• Personalizzazione e sicurezza: opzioni per personalizzare pipeline, campi e autorizzazioni utente, con solide misure di sicurezza per proteggere i dati.
  

Cos'è Capsule CRM?

Capsule CRM è una piattaforma di gestione delle relazioni con i clienti facile da usare, progettata per le piccole e medie imprese. Offre un'interfaccia pulita e intuitiva che aiuta gli utenti a gestire le relazioni con i clienti, monitorare le pipeline di vendita e organizzare in modo efficiente le attività e le comunicazioni.

Caratteristiche principali di 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.

Analizziamo le caratteristiche principali di due soluzioni software CRM e diamo un'occhiata più da vicino alla loro automazione delle vendite, agli strumenti di email marketing e alla gestione dei contatti.

1. Gestione della pipeline di vendita

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. Facilità d'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. Arricchimento dei contatti

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. Sensibilizzazione

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. Automazione

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. Integrazione

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.

Confronto tra prezzi e piani

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

Prezzi di Pipedrive

Pipedrive offre due tipi di piani, entrambi per il proprio prodotto CRM. Sono disponibili sia con abbonamento mensile che annuale. Il piano di abbonamento annuale è il seguente.

• Piano Essential: a partire da 24 $ al mese per utente.
• Piano avanzato: a partire da 44 $ al mese per utente.
• Piano energetico: a partire da 79 $ al mese per utente.
• Piano Enterprise: a partire da 129 $ al mese per utente.

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Prezzi Capsule CRM

• Piano Starter: a partire da 21 $ al mese per utente.
• Piano di crescita: a partire da 38 $ al mese per utente.
• Piano avanzato: a partire da 60 $ al mese per utente.
• Piano Ultimate: a partire da 75 $ al mese per utente.

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.

Caratteristiche principali

• Facilità d'uso e personalizzazione: personalizza facilmente le pipeline, i dashboard, l'automazione e le sequenze di e-mail, in modo da poterli utilizzare in tutto il ciclo di vendita e nella gestione della pipeline, nonché in altre funzioni aziendali quali reclutamento, marketing e altro ancora.
• Integrazione con i social media: importa persone e aziende da LinkedIn, Sales Navigator, Instagram e X con un solo clic grazie all'estensione Google Chrome di folk.
• Sincronizzazione dei contatti da Gmail e Outlook: sincronizzazione completa delle e-mail che consente agli utenti di gestire tutte le comunicazioni direttamente dal CRM.
• Trova gli indirizzi e-mail con un clic: arricchimento dei contatti fornito da Apollo e Dropcontact, per poter inserire i dati mancanti con un solo clic.
• Sequenze di email: invia sequenze di email con promemoria se i tuoi lead non rispondono alle tue prime email. Include un'integrazione AI che ti consente di personalizzare le email su larga scala.

Prezzi e piani

folk offre una prova gratuita di 14 giorni. Successivamente, sono disponibili convenienti piani di abbonamento mensili o annuali. Il piano di abbonamento annuale è il seguente.

• Standard: 20 $ per utente al mese.
• Premium: 40 $ al mese per utente.
• Personalizzato: a partire da 80 $ al mese per utente.

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.

👉🏼 Prova subito folk per gestire i promemoria basati sui contatti con il tuo team

Domande frequenti

A cosa serve 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.