Zoho vs Capsule CRM: 심층 비교 및 최적의 대안

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.

Zoho란 무엇인가요?

Zoho는 영업에 중점을 둔 CRM 시스템입니다. 여정 오케스트레이션, 영업 프로세스 관리, 워크플로 자동화 기능을 갖추고 있습니다. 마케팅 팀을 위한 이벤트 관리 및 고객 세분화 기능도 포함되어 있습니다.

Zoho의 주요 기능

• 영업 자동화: 리드 관리, 거래 추적, 후속 조치와 같은 영업 업무를 자동화합니다.
• 사용자 정의 가능한 대시보드 및 보고서: 사용자가 심층 분석을 위한 대시보드와 보고서를 생성하고 맞춤 설정할 수 있도록 합니다.
• 다중 채널 커뮤니케이션: 이메일, 전화, 소셜 미디어 및 실시간 채팅과 통합되어 고객 상호작용을 관리합니다.
• 리드 및 연락처 관리: 고객 정보를 관리하고 상호작용을 추적하며, 타깃팅된 캠페인을 위해 연락처를 세분화합니다.
• 워크플로 자동화: 일상적인 업무와 프로세스를 자동화하여 효율성을 높이고 수동 작업을 줄입니다.
• AI 기반 영업 어시스턴트(Zia): 예측 분석, 업무 자동화 및 지능형 제안을 제공하여 영업 성과를 향상시킵니다.
  

캡슐 CRM이란 무엇인가요?

캡슐 CRM은 중소기업을 위해 설계된 사용자 친화적인 고객 관계 관리 플랫폼입니다. 깔끔하고 직관적인 인터페이스를 제공하여 사용자가 고객 관계를 관리하고, 영업 파이프라인을 추적하며, 업무와 커뮤니케이션을 효율적으로 정리할 수 있도록 지원합니다.

캡슐 CRM의 주요 기능

• 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. 영업 파이프라인 관리

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. 사용 편의성

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. 접촉 강화

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. 외부 협력

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. 자동화

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. 통합

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. 인공 지능

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.

가격 및 요금제 비교

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

Zoho 가격

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

• 표준: 사용자당 월 20달러.
• 프로페셔널: 사용자당 월 35달러 .
• 엔터프라이즈: 사용자당 월 50달러 .

캡슐 CRM 가격

• 스타터 플랜: 사용자당 월 $21부터 시작합니다 .
• 성장 플랜: 사용자당 월 $38부터 시작합니다 .
• 고급 플랜: 사용자당 월 $60부터 시작합니다 .
• 최상위 플랜: 사용자당 월 $75부터 시작합니다 .

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.

주요 기능

• 사용 편의성과 맞춤 설정: 파이프라인, 대시보드, 자동화, 이메일 시퀀스를 손쉽게 맞춤 설정하여 영업 주기 및 파이프라인 관리 전반에 활용할 수 있습니다. 또한 채용, 마케팅 등 기타 비즈니스 기능에도 적용 가능합니다.
• 소셜 미디어 통합: folk의 Google Chrome 확장 프로그램을 통해 LinkedIn, Sales Navigator, Instagram, X의 사람 및 기업 정보를 클릭 한 번으로 가져올 수 있습니다.
• Gmail 및 Outlook 연락처 동기화: 이메일 전체 동기화를 통해 사용자가 CRM에서 직접 모든 커뮤니케이션을 관리할 수 있습니다.
• 클릭 한 번으로 이메일 주소 찾기: Apollo와 Dropcontact의 연락처 보강 기능으로 누락된 데이터 항목을 1클릭으로 채울 수 있습니다.
• 이메일 시퀀스: 리드가 첫 이메일에 답장하지 않을 경우 리마인더가 포함된 이메일 시퀀스를 발송합니다. AI 통합 기능을 통해 대규모로 이메일을 개인화할 수 있습니다.
• 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.

가격 및 요금제

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

• 표준: 사용자당 월 20달러.
• 프리미엄: 사용자당 월 40달러.
• 맞춤형: 사용자당 월 $80부터 시작합니다.

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.

자주 묻는 질문

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.