Pipeline CRM vs Capsule Comparison

Remove All ADD PRODUCT Pipeline CRM Capsule Freshsales	90% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove Pipeline CRM CRM Software (1532 Ratings)	89% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove Capsule CRM Software (372 Ratings)	91% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Sponsored Remove Freshsales CRM Software (1621 Ratings)
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ADD PRODUCT	90% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove Pipeline CRM CRM Software (1532 Ratings)	89% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove Capsule CRM Software (372 Ratings)	91% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Sponsored Remove Freshsales CRM Software (1621 Ratings)
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Overview

Summary

Pipeline CRM (formerly PipelineDeals) is a customer relationship management (CRM) software for businesses that provides easy-to-use sales tools built for sales teams, helping them close deals faster. The software provides easy to use and customisable tools that assist in accelerating sales. It allows users to see all of their deals in a single list view. This list can be filtered out to find the exact information quickly. It creates users’ pipeline accounts that help them to convert leads to cross-sell, upsell, renewal and ongoing relationships further. The software allows remote sales teams to work seamlessly with features that support task and deal assignment, collaborative pipeline management, deal sharing & commenting and conversations. Moreover, Pipeline CRM allows users to set a daily agenda that builds itself as the work proceeds so that businesses automatically know what they have to do about the deals or associated person. ..show more

Capsule is an online CRM software that incorporates a simple visual interface into a powerful CRM system. It works towards building a database with vital information of customers available at the user’s fingertip, from tracking sales to keeping a track of all the contacts which essentially gives its users a birds-eye view of everything they need to deliver a more personal experience to their customers. Companies can achieve a higher number in sales with the option to tailor their own pipelines, granting them the complete dashboard which indicates minute details like potential values and where they stand in the pipeline. This makes taking the next decisive step pretty easy. Capsule’s features include a simple and intuitive customer index within a visual overview of entire sales pipelines, aiding companies to keep a track of where their sales stand as they scale and grow. The software makes sure that not a single open sales opportunity is missed. Users can use features like Milestones to measure up their possible future sales prospects against the factors that are dialed in automatically by the software. Capsule helps team members to have the visibility and the clarity to create their own sales pipelines, making the operations clearer and easier for businesses. ..show more

Freshsales, also known as Freshworks CRM, is a cloud-based customer relationship management (CRM) tool that can help businesses grow their revenue through context-driven sales. This highly-rated CRM can help businesses close deals faster, improve seller effectiveness, reduce IT complexity, streamline the sales process, generate new opportunities, and much more. Some of the top features of Freshsales include sales lead tracking, sales management, event tracking, one-click phone, personalized bulk emails, email prioritization, AI-powered chatbots, customizable web forms, page visit tracking, visitor intent tracking, activity timeline, predictive contact scoring, deal insights, third-party integrations, dynamic forecasting, 360° customer view, automated sales campaigns, etc. ..show more

Features

AI Assistant AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.
Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.
Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.
Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork
Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.
Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads
Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services
Customization Helps to customize the system for use in industry-specific use cases
Dedicated Phone Line Integration Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking
Document Management Ability to store and manage various information and documents in electronic format.
IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis
Lead Management A systemized and organized way of managing all your leads and their conversation.
Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response.
List Management Enables management of multiple lists and communications with them
Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI
Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media.
Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.
Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way
Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities
Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product.
Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.
Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity
Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms
Referral Tracking Track and manage your referred customers.
Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress.
Sales Force Automation Streamlined management of the sales cycle from lead to close
Territory Management Helps to assign, manage sales territories and conveniently track their progress

TECHNICAL DETAILS

Access Monitoring
24/7 (Live rep)
Business Hours
Online

Contact Number/Address

Seattle, Washington / +1 866-702-7303

Manchester, England

San Mateo, California / +1 650-513-0514

API

Deployment
SaaS/Web/Cloud
Mobile - Android
Mobile - iOS
Installed - Windows
Installed - Mac

Customers
Individuals
Freelancers
Large Enterprises
Medium Business
Small Business

Pricing

Pricing Model
Free Trial
Freemium
One-time license
Open-source
Subscription
Quotation Based

Plans
	Start Plan $29 /User/Month Features 1 Sales Pipeline People 250 Deals per account (Active deals) Companies/Customers Unlimited file storage Deal and Activity Reporting Import Data Excel or CSV 5 Exports per user per month 25 Custom Fields Locked Fields Required Fields Conditional Fields 250 Email Trackings Per User 25 AI Email Assistant writing prompts 1 Automation Task Templates Goal Dashboard - Team/Individual Share lists with internal users SSO 1 Team Develop $39 /User/Month Features: 2 Sales Pipelines People 2500 Deals per account (Active deals) Companies/Customers Unlimited file storage Deal and Activity Reporting Import Data Excel or CSV Unlimited Exports per user/month 35 Custom Fields Locked Fields Required Fields Conditional Fields Unlimited Email Trackings Per User 50 AI Email Assistant writing prompts 10 Automations Task Templates Goal Dashboard - Team/Individual Performance Pulse Milestones Share lists with internal users 2 Free Read-only Users SuperShare with External Partners SSO 2 Teams Grow $59 /User/Month Features: 5 Sales Pipelines People Unlimited Deals per account (Active deals) Companies/Customers Unlimited file storage Deal and Activity Reporting Import Data Excel or CSV Unlimited Exports per user/month Unlimited Custom Fields Locked Fields Required Fields Conditional Fields Conditional Formatting Advanced De-duplication Unlimited Email Trackings Per User 100 AI Email Assistant writing prompts Email Templates Bulk Emails Email Drip Campaigns 20 Automations Task Templates Goal Dashboard - Team/Individual Performance Pulse Milestones Hindsight Deal Intelligence Fields Share lists with internal users Advanced Visibility 2 Free Read-only Users SuperShare with External Partners SSO Unlimited Team View Price Page	Free Free Features 2 users 250 Contacts Storage : 50 MB / account Log Activity Import Customers Contact History Email Storage Tag Management Outlook Add-in Gmail Add-on Send Emails with Outlook or Gmail Enrich Social Profiles Custom Titles Reminder Follow-up Tasks Track Customer Milestones Custom Fields: 25 Zapier Integrations & Automations: 1000+ Customized Filtered Lists API Access Sales Pipelines: 1 Manage your Sales Opportunities Customizable Sales Milestones Highlight Stale Opportunities Record Lost Reasons Tracks: Unlimited AI Content Assists: 10 Task Management iCal Subscription Calendar & Week View Project Management Daily Task Reminder Emails See Everyone's Calendar Two-Factor Authentication Export for Backup Restrict Exports Microsoft 365 Single Sign-on Google Workspace Single Sign-on Mobile App (For iOS & Android) Mobile App Offline Support 24/7 Online Access with 99.99% Uptime Caller ID Support Tablet Support Resources Starter $21 /User/Month Organize contacts, leads, and conversations efficiently with essential starter tools. Features Includes features of Free plan, plus 30,000 Contacts File Storage: 10GB / user Integrate with Accounting Platforms Email Templates: 5 Send Emails via your Mailbox 50 Custom Fields Premium Add-ons 1 Multiple Project Boards 10 AI Content Assists 1 Send Emails from Shared Mailboxes Connect to Outlook Calendar Sales Pipeline Dashboard Kanban Visual Pipeline Marketing Add-on: $11 per Month Growth $38 /User/Month Customization, seamless workflows and insightful reports for evolving businesses. Features Includes features of Starter plan, plus 60,000 Contacts File Storage: 20GB / user 50 Email Templates Outlook Add-In Automatic Email Storage 150 Custom Fields Important Fields Custom Activity Types 5 Sales Pipelines Workflow Automation Assign Sales Teams 5 Multiple Project Boards 1000 AI Content Assists 3 Send Emails from Shared Mailboxes Organize Users Into Teams: 5 Assignment Emails Activity Reporting Reporting By Team Advanced Sales Reporting Custom Reports Via Looker Studio Restrict Users to their own Records Restrict Team access to Records Marketing Add-on: $11 per Month Advanced $60 /User/Month Boost the growth potential of your business with added flexibility at your fingertips. Features Includes features of Growth plan, plus 120,000 Contacts File Storage: 30GB / user 500 Email Templates 300 Custom Fields 50 Sales Pipelines 50 Multiple Project Boards 5 Send Emails from Shared Mailboxes Organize Users Into Teams: 50 Marketing Add-on: $11 per Month Ultimate $75 /User/Month Discover your full potential with premium onboarding and dedicated account management. Features Includes features of Advanced plan, plus 240,000 Contacts File Storage: 50GB / user 1000 Email Templates Unlimited Custom Fields 100 Sales Pipelines 100 Multiple Project Boards 10 Send Emails from Shared Mailboxes Organize Users Into Teams: 100 Import Assistance Custom Training Dedicated Customer Success Manager Implementation Support Marketing Add-on: $11 per Month View Price Page	Free Free For Upto 3 Users Features Kanban View for Contacts, Accounts, and Deals Contact Lifecycle Stages Built-in Chat, Email, & Phone Email Templates Custom Fields Sales Dashboard Mobile App 24x5 Support Growth Others ₹1,199 Per User Per Month Billed Monthly ₹999 Per User Per Month Billed Yearly Features Includes features of Free plan, plus AI-powered Contact Scoring Sales Sequences Workflows Custom Sales Activities Product Catalog 1 CPQ License Add-On : Freshbots: ₹7,999 for 1000 Freshbots sessions Buy additional Freshbots session packs to engage with customers across channels seamlessly Chatbots are available on all plans. All interactions between an end-user and a chatbot within 24 hours are counted as 1 bot session. The validity of the sessions purchased aligns with your payment cycle. CPQ (Beta): ₹1,299 Per User Per Month Rich document builder Built-in eSignature Accurate quote generation Pro Others ₹3,399 Per User Per Month Billed Monthly ₹2,799 Per User Per Month Billed Yearly Features Includes features of Growth plan, plus Multiple Sales Pipelines Time-based Workflows Auto-assignment Rules for Contacts, Accounts, Deals Sales Teams & Territory Management AI-powered Deal Insights & Next Best Action Add-On : Freshbots: ₹7,999 for 1000 Freshbots sessions Buy additional Freshbots session packs to engage with customers across channels seamlessly Chatbots are available on all plans. All interactions between an end-user and a chatbot within 24 hours are counted as 1 bot session. The validity of the sessions purchased aligns with your payment cycle. CPQ (Beta): ₹1,299 Per User Per Month Rich document builder Built-in eSignature Accurate quote generation Enterprise Others ₹5,999 Per User Per Month Billed Monthly ₹4,999 Per User Per Month Billed Yearly Features Includes features of Pro plan, plus Custom Modules AI-based Forecasting Insights Audit Logs Field-level Permissions Dedicated Account Manager Sandbox Add-On : Freshbots: ₹7,999 for 1000 Freshbots sessions Buy additional Freshbots session packs to engage with customers across channels seamlessly Chatbots are available on all plans. All interactions between an end-user and a chatbot within 24 hours are counted as 1 bot session. The validity of the sessions purchased aligns with your payment cycle. CPQ (Beta): ₹1,299 Per User Per Month Rich document builder Built-in eSignature Accurate quote generation View Price Page

Compare Pipeline CRM vs Capsule

Pipeline CRM

Capsule

Freshsales

Overview

Features

TECHNICAL DETAILS

Pricing

SCREENSHOTS

INTEGRATIONS

ALTERNATIVES