Choosing the right CRM can feel overwhelming, right?
There are so many options. You’re looking at Monday and Capsule CRM and wondering which best fits your business.
Picking the wrong CRM can be a real headache.
This article breaks down Monday CRM vs Capsule CRM in a simple, straightforward way.
You’ll have the info to confidently choose the perfect CRM for your business by the end.
Overview
We’ve tested Monday and Capsule CRM, exploring their features, pricing, and ease of use.
Our hands-on testing and research have led us to this in-depth comparison to help you make the best decision for your business.
Over 150,000 teams worldwide who rely on Monday.com to streamline their workflows & boost productivity.
Pricing: It has a free plan. The premium plan starts at $9/month.
Key Features:
- Visual Workflow Management
- Collaboration Tools
- Integrations
Want a simple yet powerful CRM to organize your customer relationships? Try Capsule CRM today and see the difference!
Pricing: It has a free plan. The premium plan starts at $21/month.
Key Features:
- Contact Management
- Sales Pipeline
- Task Management
What is Monday CRM?
Okay, let’s talk about Monday CRM. It’s more than just a CRM.
Think of it as a work operating system. It helps teams manage everything, from sales to projects.
It’s very visual and customizable. Want to track leads? Build a board for that. Need to manage projects? You can do that too.
Join over 150,000 teams worldwide who rely on Monday.com to streamline their workflows & boost productivity. Explore the platform’s full potential.
Key Benefits
- Visual Workflows: See your projects come to life with colorful boards and timelines. It’s like a Kanban board on steroids!
- Easy Collaboration: Share boards with your team, assign tasks, & keep everyone on the same page. No more endless email chains!
- Tons of Integrations: Connect Monday CRM with your favorite apps, such as Gmail, Slack, and Zoom.
- Customizable Templates: Get a head start with pre-built templates for marketing campaigns, content calendars, and more.
Pricing
Monday CRM offers a free plan for individuals, but to get the most out of it, you’ll want a paid plan. Here’s the breakdown:
- Free: Up to 3 boards, Unlimited docs, 200 templates.
- Basic: $9/month: Unlimited free viewer, Unlimited items, 500 file storage.
- Standard: $12 per user/month: Timeline & client views, Calendar view.
- Pro $19 per user/month: Private boards, Time tracking, Formula Column.
- Enterprise: Custom pricing.
What is Capsule CRM?
Now, let’s dive into Capsule CRM. It’s designed to be a simple CRM.
Think of it as your digital address book, but it is way more powerful.
It helps you keep track of contacts, deals, and communication. It’s easy to use, and no complicated setup is needed.
Want to streamline your sales pipeline? Capsule CRM offers a robust contact management system with intuitive tools. Don’t lose leads! Experience the power of this leading CRM software.
Key Benefits
- User-friendly interface: Capsule CRM is known for its intuitive design and ease of use.
- Affordable pricing: It’s one of the most budget-friendly CRMs on the market.
- Great for small businesses: Its simplicity and focus on essential features make it perfect for small teams.
- Mobile app: Access your customer data and manage your sales pipeline on the go.
- Integrates with popular tools: Connects with G Suite, Mailchimp, Zapier, and more.
Pricing
Capsule CRM offers a free plan for up to 2 users and 250 contacts. Need more? Their paid plans start at just $21 per month. Here’s what you get:
- Starter ($21/month): 30,000 contacts, Email Templates, AI-Powered Email Assistant.
- Growth ($38/month): 60,000 contacts, Workflow Automation, Advanced Sales Pipelines.
- Advanced ($60/month): 120,000 contacts, Multiple Project Boards, Contact Enrichment.
- Ultimate ($75/month): 240,000 contacts, Dedicated Account Manager, Custom Training.
Pros
Cons
Feature Comparison
Let’s get down to the nitty-gritty. This section compares Monday CRM and Capsule CRM side-by-side, looking at key features to help you determine which CRM solution best fits your sales teams.
Customization
- monday.com: Monday CRM shines with its extreme customization. You can tailor workflows, dashboards, and the look and feel to match your needs perfectly. It’s a highly flexible CRM software that adapts to your processes, not vice versa.
- Capsule CRM: While Capsule offers some customization, it’s not as extensive as monday.com. You can customize fields and pipelines, but the structure is more rigid.
Project Management
- monday.com: Monday CRM excels at project management. It’s built on a work operating system, making managing projects alongside your sales activities easy. Think of it as combining your CRM and project tools.
- Capsule CRM: Capsule CRM has some basic project management features, like tasks and milestones. However, it’s not as robust as monday.com for full-fledged project tracking.
Integrations
- monday.com: Monday CRM integrates with many popular tools, including Mailchimp. However, some integrations may require higher pricing tiers or third-party apps.
- Capsule CRM: Capsule CRM offers integrations with several tools, but the selection is more limited than monday.com.
Sales Pipeline Management
- monday.com: Monday CRM offers visual sales pipeline management. You can easily track deals as they move through the pipeline. It’s very intuitive and flexible.
- Capsule CRM: Capsule CRM also tracks sales pipelines. It’s straightforward and effective but less visually driven than monday.com.
Reporting and Analytics
- monday.com: Monday CRM provides customizable dashboards and reporting. You can generate reports on sales performance, team activity, and more.
- Capsule CRM: Capsule CRM offers reporting and analytics features to track sales and other key metrics. However, the reporting capabilities are not as advanced as those of monday.com.
Cloud-Based Access
- monday.com: Monday CRM is a cloud-based CRM solution. This means you can access it from anywhere with an internet connection.
- Capsule CRM: Like Zoho CRM and Pipedrive, Capsule CRM is cloud-based so that you can access your data from any device.
What to Look for When Choosing CRM Software?
Beyond the specific features we discussed, here are some other key considerations when choosing CRM software:
- Ease of Use: A CRM is only effective if your team uses it. Prioritize a user-friendly interface that’s easy to learn and navigate.
- Scalability: Consider your future growth. Choose a CRM that can scale with your business as you add more users and data.
- Mobile Access: Mobile access is crucial in today’s world. Ensure the CRM offers a robust mobile app for accessing data.
- Customer Support: Look for a CRM provider with excellent customer support. You’ll want help when you need it.
- Security: Data security is paramount. Choose a CRM with strong security measures to protect your customer information.
- Industry-Specific Needs: Some CRMs are tailored to specific industries. If you’re in a niche market, consider a specialized CRM.
- Budget: CRM pricing varies widely. Set a budget and find a CRM that fits your needs and wallet. Don’t overspend on features you won’t use.
- Free Trial/Demo: Take advantage of free trials or demos to test the CRM before committing.
Final Verdict (Our Pick)
So, which CRM wins? It depends on your needs.
Monday CRM is a strong contender if you need maximum customization and robust project management.
It’s like a Swiss Army knife for your business. However, it can be a bit more complex and pricier.
Capsule CRM is a great choice if you want something simpler and more affordable. It’s easy to use and gets the job done.
We’ve spent hours testing both platforms, and we believe this breakdown will help you make the right call.
Choosing a CRM is a big decision, so take your time and choose wisely!
Frequently Asked Questions
Is Monday CRM better than Capsule CRM?
“Better” depends on your needs. Monday CRM is more powerful and customizable, but Capsule CRM is simpler and more affordable. Consider your priorities.
Which CRM is easier to use?
Capsule CRM generally wins for ease of use. Its interface is more straightforward. Monday CRM has a learning curve due to its extensive features.
Does Monday CRM offer a free trial?
Yes, Monday CRM offers a free trial to test the platform before committing. Capsule CRM also offers a free trial.
Is Capsule CRM suitable for small businesses?
Absolutely. Capsule CRM is a great option for small businesses looking for a simple and affordable CRM solution.
Which CRM is more affordable?
Capsule CRM is typically more affordable than Monday CRM, especially for smaller teams. Monday CRM’s pricing can increase with added features and users.
