7 Capsule CRM alternatives worth your money

Comparison

Updated at: May 29, 2024

6 min to read

7 Capsule CRM Alternatives worth your money

According to data found on SuperOffice, 92% of companies adopt a CRM to serve their customers. 

One such Capsule CRM is an excellent solution for small businesses to manage their customers and contacts. 

It’s efficient, user-friendly, and affordable. It has a free plan with essential features such as contact management, lead management, and email tracking. 

However, if you own a startup or your company has limited resources, you might not be able to invest in this CRM software. But that doesn’t mean that you have to forego the benefits of a customer-centric business strategy. 

Many other affordable alternatives to Capsule CRM can help boost your sales and improve your services without breaking the bank. 

Whether your team is small or large, these 7 Capsule alternative solutions will give you the edge in keeping track of your prospects and customers while streamlining administrative processes in your business. 

1. Streak

What’s unique about Streak? It’s the only CRM in the market that has been integrated with Google Apps. 

This means that it’s an excellent option for Google users and those who use other G Suite tools such as Google Sheets, Google Drive, and Calendar. 

You can easily organize your customer data, create custom fields, and use built-in integrations to keep collaboration seamless. 

Streak also comes with a Salesforce import feature, so you can easily transfer or move your data from Salesforce to Streak. 

It’s visual CRM tool helps you to stay organized, track your sales and leads, and see everything in one place.

You can assign tasks, mark emails as completed, and create meetings within the CRM dashboard.

 It also gives you access to analytics and real-time information about your prospects and customers. 

2. Pipedrive

Pipedrive is an excellent CRM software for businesses that want to keep track of their leads, sales, and contacts in a single place. 

The best part? It’s completely free of cost!

You can easily manage your sales pipeline and track the performance of your team members. 

Pipedrive’s highlighting feature allows you to tag your essential contacts and leads, so you can easily filter them and view their details quickly. 

This CRM software also enables you to create custom fields to keep track of additional information, such as project budgets. 

Pipedrive is a CRM software that also comes with built-in integrations with other SaaS applications such as Shopify, Hubspot, and Zendesk, which makes it an excellent choice for companies that want to use other software to improve their services.

 3. Hubspot CRM

Apart from traditional software functions such as lead tracking and contact management, Hubspot CRM software offers marketing and sales analytics to help you understand your customers and improve your marketing campaigns. 

Hubspot’s lead scoring feature allows you to keep track of your leads and prioritize sales efforts. 

You can create email campaigns to nurture your leads and move them from hot to cold to closed leads. 

Hubspot CRM software also comes with a built-in social media analytic tool that allows you to track your social media activities and measure the ROI of your ad spend. 

It bolsters the brand image. As the number of clients increases, the probability of converting more leads into loyal customers also increases, and this task is automated by Hubspot, elevating the rate and quality of business growth or profit. 

The sheer power of Hubspot lies in being an all-in-one solution for marketing, handling leads, carrying out automated workflows, and making them sustainable customers in one go.

4. Zoho CRM

Zoho CRM is a cloud-based contact management and sales tracking software. 

You can track your leads, manage your sales pipeline, create custom fields, and use workflows to assign tasks and track project progress. 

Zoho CRM also offers sales forecasting and revenue dashboards to help you understand your sales performance and make data-driven decisions. 

Zoho’s built-in email marketing automation tool allows you to create email campaigns and segment your lists to target your customers effectively. 

5. Salesforce CRM

If you are a large business with substantial investment and resources, Salesforce might be the best choice for your organization. 

It’s a robust CRM solution that offers a plethora of features and functionalities, such as lead tracking, contact management, social media marketing, email management, and more. 

Salesforce CRM has a huge library of integrations that allow you to connect your platform with business tools such as Google Sheets and Zendesk and email marketing tools like Mailchimp and Autopilot. 

Depending on your business needs, you can choose from two plans, Salesforce Classic and Salesforce Essentials. 

While the Classic plan is suited for small businesses, the Essentials plan is designed for larger enterprises.

6. Zapier

Zapier is an online platform or tool that simplifies your work by automating workflows and certain tasks. 

It automates all sorts of work from step 1 to the final step of completing the task. 

It also eases out several tasks by interlinking all the apps you would like to use and automatically to perform the given work. This act does not leave any space for manual involvement.

The easiest way to do this is by creating Zaps. Zap is the automated workflow created amongst all your platforms integrated with Zapier. 

Zap comprises two elements: trigger and action. ‘Trigger’ is the event that triggers or initiates the succeeding event, called ‘action.’ 

For instance, if you have to copy and paste data from one app to another, Zapier creates Zap to do the copy-paste work. Such automation will save plenty of time. 

Additionally, it can integrate Email with conference tools such as GoToWebinar. By integrating, Zapier automatically informs users about upcoming webinars and events via Email.

7. Intercom

The most challenging part of the marketing and sales funnel is to convert the leads into your prospects and sustainable leads. 

While this is a slow process, you can speed it up and foster the conversion rate with the help of software like Intercom. 

Intercom is a platform that performs various stages of workflows, including filtering out, engaging, converting, strengthening customer automation processes, and resolving their problems through its AI-based algorithm, integrated knowledge base, and FAQs section.

To foster the customer base, it schedules a real-time meeting between the potential leads and your sales team. 

After the first introduction meeting, Intercom takes the responsibility of throwing out the follow-up emails, feedback forms, and texts. 

If you are someone who works on data and statistical analysis, Intercom is just right for you as it collects and demonstrates the data in the most convenient and easy-to-understand form. 

This extracted data can serve as a basis for understanding your drawbacks and working on them to render the best service to your customers. 

Conclusion

Capsule CRM is a good solution for small businesses, but if your company is proliferating or you have a complex sales process, there might be better solutions for you. 

The good news is that there are many other CRM solutions to choose from. Before you make your decision, look at each CRM solution's strengths and weaknesses to make sure it will meet your business’s specific needs. 

When choosing an alternative to Capsule CRM, select a CRM solution with the right mix of features for your business. 

At the same time, be conscious of the CRM system's integration options. 

It’s essential to be able to integrate your CRM system with the other tools in your workflow. That way, you can ensure that your team is efficient and that nothing falls through the cracks.

Hope you find this blog informative, helpful, and worth reading!

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Table of Contents

BotPenguin AI Chatbot maker
  • 1. Streak
  • 2. Pipedrive
  •  3. Hubspot CRM
  • 4. Zoho CRM
  • 5. Salesforce CRM
  • 6. Zapier
  • 7. Intercom
  • Conclusion