Are you feeling lost trying to pick the right CRM? It’s tough, right?
You need something that helps you keep track of customers, but Salesforce and Capsule CRM both seem good.
You don’t want to waste time or money on the wrong choice.
Let’s break down Salesforce vs Capsule CRM in a way that’s easy to understand.
We’ll examine each one’s strengths so you can decide which is the best fit for your 2025 goals.
Overview
We’ve spent hands-on time exploring both Salesforce and Capsule CRM.
Our team tested each platform’s core features, user interface, and integrations. This direct experience allows us to provide a practical, real-world comparison.
Based on our data, Capsule CRM is the budget-friendly choice. Focused on simplicity and savings.
Pricing: It has a free trial. Paid plan starts at $18/month
Key Features:
- Contact Management
- Sales Pipeline Management
- Project Boards
Ready to explore the world’s leading CRM? Sign up for a free trial of Salesforce today!
Pricing: It has a free trial. The premium plan starts at $25/month.
Key Features:
- Lead management
- Sales forecasting
- Opportunity management
What is Capsule CRM?
Now, let’s discuss Capsule CRM. It’s simpler than Salesforce and designed for small —to medium-sized businesses.
It is a clean, easy-to-use tool focusing on core CRM tasks.
It helps you manage contacts, track sales, and keep things organized.
Also, explore our favorite Capsule CRM alternatives…
Our Take
It’s great for its simplicity and ease of use, especially for small businesses just starting with a CRM. It helps you manage contacts and sales effectively without being overwhelming.
Key Benefits
- Simple contact management.
- Easy sales pipeline tracking.
- Integrates with many apps.
- Customizable fields available.
- Mobile app for on-the-go access.
Pricing
- Starter: $18/user/month.
- Growth: $36/user/month.
- Advanced: $54/user/month.
- Ultimate: $72/user/month.
Pros
Cons
What is Salesforce?
Okay, let’s talk Salesforce. It’s a big name in the CRM world.
Think of it as a super-powered tool. It helps businesses manage customer relationships.
It does a lot more than keep contacts. It’s also flexible; you can customize it to fit your needs.
Also, explore our favorite Salesforce alternatives…
Our Take
It’s incredibly powerful and flexible. The free plan is very generous, and it has many features for managing projects.
Key Benefits
Salesforce helps businesses connect better with customers. It gives a full view of each customer.
This helps improve sales and service.
- 360-Degree Customer View: See all customer interactions in one place.
- Boosts Sales by 39%: Many users report higher sales and productivity.
- Powerful Automation: Automate tasks like emails and lead tracking.
- Huge AppExchange: Connects with thousands of other apps.
- Scalable for Growth: Grows with your business, from small to large.
Pricing
- Starter Suite: $25/user/month.
- Pro Suite: $100/user/month.
- Enterprise: $165/user/month.
- Unlimited: $330/user/month.
- Einstein 1 Sales: $500/user/month.
Pros
Cons
Feature Comparison
Choosing your perfect crm involves a deep dive into key features.
This section compares how Salesforce and Capsule handle your business processes and customer data, helping you decide.
1. Contact Management
- Salesforce: Offers a truly robust contact management system. It provides a complete view of all customer interactions across Sales Cloud and Service Cloud. You get many custom fields and account management tools.
- Capsule: Provides excellent contact management for small business needs. It centralizes customer data and contact records well. It’s an easy capsule solution that keeps keeping track simple for other team members.
2. Sales Pipelines and Process
- Salesforce: Lets you define complex sales process stages. It supports multiple sales pipelines and detailed sales cycle tracking.5 This helps large organizations manage complex sales opportunities.
- Capsule: Offers straightforward sales pipelines that are easy to set up. Its visual drag-and-drop interface is helpful. It focuses on the core sales cycle without too many complicated add-ons.
3. Workflow and Sales Automation
- Salesforce: Provides powerful workflow automations for complex tasks. It helps streamline the entire sales process. The platform is built to integrate deeply with Marketing Cloud for unified sales and marketing.
- Capsule: Includes basic workflow automations in its paid tiers. It supports repeatable tasks and notifications. It is a good, great tool for small teams to automate simple steps in the sales process.
4. Reporting and Analytics
- Salesforce: Features extensive reporting tools to generate reports. You can create custom reporting features across the whole platform. This allows for deep analysis of customer data and business performance.
- Capsule: Offers simple, clear reporting tools and visual dashboards. It allows users to quickly generate reports on sales pipelines.15 The reporting is sufficient for smaller businesses.
5. Pricing and Plans
- Salesforce: Does not offer a free version of its Sales Cloud. Its paid tiers are billed annually or monthly. The cost is high and calculated per user but grants access to all the features.
- Capsule: Has a free version for up to two users and limited contact management. The capsule crm cost for the paid plan is much lower. It’s a great Salesforce alternative in terms of price.
6. Ecosystem and Integrations
- Salesforce: Has the largest ecosystem of crm solutions and other integrations. It has full integration with systems like QuickBooks and G Suite. This scale is a major advantage for growing companies.
- Capsule: Integrates well with popular apps like Google Workspace. It focuses on simple, reliable other integrations. It is often praised in a capsule crm review for its easy integration with email marketing tools.
7. AI Innovation
- Salesforce: Salesforce takes advantage of groundbreaking AI innovation. It uses an AI agent across its platform, leveraging its data cloud. This helps boost customer experiences and productivity.
- Capsule: Capsule is simpler and does not focus on advanced AI features. It aims to be the perfect crm for smaller businesses by keeping the platform clean and easy to use.
8. Support and Customer Services
- Salesforce: Offers extensive help desk and premium support services. It is designed to ensure customer success for enterprise users. They provide dedicated support for complex setups.
- Capsule: Provides responsive support focused on getting you started quickly. Users often praise it in a capsule crm review. The support style suits smaller businesses that want direct answers.
9. Project and Lead Management
- Salesforce: Offers separate project management solutions and robust lead generation. Its system allows for deep customization of lead management and marketing campaigns.
- Capsule: Includes basic project boards and project management within its higher tiers. It simplifies lead management by connecting new leads directly to sales pipelines for a quick sales cycle.
What to Look For in CRM Software?
- Customization Options: Does the platform let you easily change fields and layouts? Most businesses need customization options to truly fit their industry and business data.
- Scalability and Growth: Is the company set up for your long-term growth? You need a system that can handle more employees and clients as your business grows.
- Cost and Licensing: What is the true user per month cost? Look at both the paid tiers and the cost of add-ons. Can you pay annually for a discount, or are there other solutions that offer a better best bet?
- Ecosystem and Integrations: How well does it integrate? The ability to connect with other crm solutions and premium integrations like transpond integration is key.
- Implementation and Infrastructure: What does the implementation look like? For complex platforms like salesforce crm, you need to understand the infrastructure and associated costs of setup and training.
- Core Offerings: What are the main Salesforce products beyond just sales? Does it offer commerce cloud for e-commerce or strong marketing automation features?
- Simplicity vs. Power: Do you need a simple one-dashboard experience like a capsule account, or the massive power of the Salesforce team? Small businesses often prefer simple saas simplicity.
- AI and Future: Does the crm providers’ platform have an AI commitment? Features like content assists and predictive tools show a commitment to future innovation.
- Leadership View: Does it provide the chief digital officer a sneak peek into the future? The best crm should give a complete view of the customer company.
- Support and Service: Who is your dedicated account manager? Good support is vital for both enterprise and non profits.
Final Verdict
So, which one wins? It depends on you. Salesforce is the best option if you need everything you need. Yes, it’s pricier.
But it’s powerful. Capsule CRM is a solid pick for smaller teams or if you want a more straightforward CRM solution.
It’s an excellent salesforce alternative. We like how easy it is to use.
Plus, the free trial lets you test it out. Look at your sales opportunities and budget.
If you want robust cloud-based customer relationship management with a great dashboard, Salesforce is likely the winner.
Capsule CRM is a great Salesforce competitor if you need a low-cost CRM system. However, Salesforce does not offer a free plan.
More of Capsule CRM
Here’s a brief comparison of Capsule CRM with these software solutions:
- Capsule CRM vs Pipedrive: Capsule CRM offers a simple solution for managing contacts and sales, whereas Pipedrive is a visually driven sales pipeline management tool.
- Capsule CRM vs GoHighLevel: Capsule is easy to use. It helps you manage your contacts and sales process. It is great for keeping things simple and organized. GoHighLevel is a much bigger tool. It has many tools for marketing and sales.
- Capsule CRM vs Keap: Capsule CRM focuses on simplicity and affordability for contact and sales tracking; Keap offers extensive marketing and sales automation features, often at a higher cost.
- Capsule CRM vs ActiveCampaign: Capsule CRM offers solid contact and pipeline management, while ActiveCampaign delivers powerful marketing automation, email campaigns, and advanced segmentation.
- Capsule CRM vs Hubspot: Capsule CRM is a user-friendly, affordable CRM for managing customer interactions; HubSpot provides a vast suite of marketing, sales, and service tools, with free and scalable paid options.
- Capsule CRM vs Clickfunnels: Capsule CRM is a tool for managing customer relationships; ClickFunnels specializes in building sales funnels and optimizing conversion processes.
- Capsule CRM vs Folk: Capsule CRM is a simple contact management solution, whereas Folk emphasizes collaborative contact organization and enrichment with modern features.
- Capsule CRM vs Instantly: Capsule CRM focuses on general contact and sales management; Instantly is tailored for automated cold email outreach and sales engagement.
- Capsule CRM vs Clickup: Capsule CRM is a dedicated CRM solution, while ClickUp is a versatile work management platform that includes CRM functionalities alongside project and task management.
- Capsule CRM vs Monday CRM: Capsule CRM offers simple contact and sales pipeline management; Monday CRM provides highly customizable visual workflows and extensive team collaboration features.
- Capsule CRM vs Insightly: Capsule CRM focuses on ease of use and contact tracking, while Insightly offers a more comprehensive CRM with advanced project management features.
- Capsule CRM vs Freshsales CRM: Capsule CRM prioritizes simplicity in sales and contact management, while Freshsales CRM offers a more robust sales platform with AI-powered insights and advanced analytics.
- Capsule CRM vs Salesforce: Capsule CRM is ideal for small to medium businesses seeking a simple, affordable CRM; Salesforce is an enterprise-grade CRM with extensive customization and scalability for large organizations.
- Capsule CRM vs Zendesk: Capsule CRM focuses on sales and customer relationship management, while Zendesk is primarily a customer service platform that excels in ticketing and support solutions.
More of Salesforce
Here’s a brief comparison of Salesforce with these software solutions:
- Salesforce vs Pipedrive: Salesforce is a comprehensive, highly customizable CRM for sales, marketing, and service, while Pipedrive focuses on intuitive visual sales pipeline management for streamlined sales processes.
- Salesforce vs GoHighLevel: GoHighLevel is an all-in-one platform for marketing agencies, offering white-label options and extensive automation.
- Salesforce vs Keap: Salesforce offers a vast, customizable CRM ecosystem for businesses of all sizes; Keap provides integrated sales and marketing automation, particularly strong for smaller firms.
- Salesforce vs ActiveCampaign: Salesforce is a broad, enterprise-grade CRM with powerful sales automation, whereas ActiveCampaign excels in marketing automation, email campaigns, and customer journey visualization.
- Salesforce vs Hubspot: Salesforce emphasizes deep customization and robust reporting for complex business needs, while HubSpot offers an integrated suite of marketing, sales, and service tools with a more user-friendly interface.
- Salesforce vs Clickfunnels: Salesforce is a comprehensive CRM for managing customer relationships and sales; ClickFunnels is specifically designed as a sales funnel builder to guide customers through a conversion path.
- Salesforce vs Folk: Salesforce is a highly scalable, feature-rich CRM for complex operations and large enterprises; Folk provides a simpler, collaborative contact management and relationship-building tool.
- Salesforce vs Instantly: Salesforce is a broad CRM platform that covers various aspects of customer management; Instantly specializes in automated cold email outreach and lead generation for targeted campaigns.
- Salesforce vs ClickUp: Salesforce is a dedicated, powerful CRM for managing customer interactions and sales processes; ClickUp is a versatile work management platform that includes CRM functionalities within its broader project management tools.
- Salesforce vs Monday: Salesforce is a robust CRM with extensive data models for complex workflows across diverse industries; Monday CRM offers highly customizable visual workflows and is often used by companies already on Monday.com for project management.
- Salesforce vs Capsule: Salesforce is an enterprise-grade CRM suitable for large organizations with complex needs; Capsule CRM is a simpler, user-friendly CRM, ideal for small to medium-sized businesses focused on core contact and sales tracking.
- Salesforce vs Insightly: Salesforce provides a comprehensive, highly customizable CRM for diverse business needs; Insightly offers a versatile CRM with integrated project management, often favored by small to mid-sized businesses for its ease of use.
- Salesforce vs Freshsales CRM: Salesforce is a highly customizable and scalable CRM with advanced features for large organizations; Freshsales CRM focuses on AI-driven sales insights and automation for streamlined sales management, often preferred by smaller teams.
- Salesforce vs Zendesk: Salesforce is a comprehensive CRM that covers sales, marketing, and customer service; Zendesk is a specialized customer service platform designed for ticketing, support, and omnichannel customer interactions.
Frequently Asked Questions
Is Salesforce too complex for a small business?
Salesforce can be complex, especially for small businesses. However, its Essentials plan is designed for smaller teams. It might still be a good fit if you don’t need advanced features. Consider if you need advanced sales automation features or if a simpler CRM will do.
Can Capsule CRM handle a growing number of contacts?
Yes, Capsule CRM can handle a growing number of contacts. Its pricing tiers allow for increased storage and features as your business expands. While it may not scale as extensively as Salesforce, it suits most small to medium-sized businesses.
Does Salesforce offer a free plan?
No, Salesforce does not offer a free plan. It provides a free trial, but after that, you’ll need to subscribe to one of its paid plans. These plans range in price and features, catering to different business needs.
Is Capsule CRM suitable for sales forecasting?
Capsule CRM offers basic sales pipeline tracking, aiding sales forecasting. However, Salesforce provides more robust tools and analytics for advanced forecasting. It depends on your forecasting complexity.
Which CRM offers better mobile access?
Both Salesforce and Capsule CRM offer mobile apps. Salesforce’s app is more feature-rich, but Capsule CRM’s app is user-friendly and sufficient for basic tasks. The best choice depends on your mobile needs.
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