Insightly CRM vs Capsule CRM (2024 Comparison)
Insightly CRM offers a comprehensive suite of features, including advanced project management and task automation. Its wide range of integrations makes it a versatile choice for businesses looking to streamline operations.
- Comprehensive project management features.
- Advanced task automation capabilities.
- Wide range of integrations available.
- Steep learning curve for new users.
- Interface can feel cluttered at times.
Free plan?
YesStarting price
$29 per user / month
Capsule CRM is a user-friendly CRM solution with excellent customer support and mobile accessibility. Its simplicity and ease of use make it an ideal choice for small to medium-sized businesses.
- User-friendly interface and setup.
- Excellent customer support services.
- Great mobile accessibility features.
- Limited advanced features for large businesses.
- Basic reporting and analytics options.
Free plan?
YesStarting price
$18 per month per userWhat is Insightly CRM?
Insightly CRM is a robust customer relationship management tool designed to help businesses streamline their sales and project management processes. It offers a comprehensive suite of features including contact management, task automation, and project tracking, making it an ideal choice for businesses looking to enhance their operational efficiency. With its intuitive interface and powerful integrations, Insightly CRM empowers users to manage customer relationships effectively, ensuring that no opportunity is missed. Whether you're a small business or a large enterprise, Insightly CRM provides the tools you need to stay organized and drive growth.
What is Capsule CRM?
Capsule CRM is a user-friendly customer relationship management software that helps businesses manage their customer interactions and sales pipeline efficiently. It offers features like contact management, task tracking, and sales forecasting, making it a great choice for small to medium-sized businesses. Capsule CRM's simplicity and ease of use allow users to quickly adapt and start managing their customer relationships without a steep learning curve. With its seamless integrations and mobile accessibility, Capsule CRM ensures that you can stay connected with your customers and manage your sales process on the go.
Pros and Cons of Insightly CRM vs Capsule CRM
Pros & Cons of Insightly CRM
- Insightly CRM offers a robust set of project management tools that allow you to manage projects from start to finish. Its features include task assignment, project tracking, and deadline management, making it an excellent choice for businesses with complex project needs.
- With Insightly CRM, you can automate repetitive tasks and streamline workflows, saving time and increasing productivity. Its automation features are highly customizable, allowing you to set up complex workflows with ease.
- Insightly CRM offers a wide range of integrations with popular tools, making it easy to connect with other software your business may be using. This flexibility allows you to create a seamless workflow across different platforms.
- Insightly CRM's extensive feature set can be overwhelming for new users, requiring time and effort to master. However, once you become familiar with the platform, its capabilities are well worth the investment.
- The interface of Insightly CRM can feel cluttered, especially when navigating through its numerous features. This may lead to a less intuitive user experience, particularly for those new to CRM software.
Pros & Cons of Capsule CRM
- Capsule CRM is designed with simplicity in mind, making it easy for users to get started quickly. Its intuitive interface and straightforward setup process ensure a smooth onboarding experience, even for those new to CRM software.
- Capsule CRM provides top-notch customer support, with responsive service and helpful resources. Whether you need assistance with setup or have questions about features, their support team is readily available to help.
- Capsule CRM offers excellent mobile accessibility, allowing you to manage your CRM on the go. Its mobile app is user-friendly and provides all the essential features you need, ensuring you stay connected with your customers wherever you are.
- While Capsule CRM is great for small to medium-sized businesses, it may lack some of the advanced features needed by larger enterprises. Businesses with complex needs may find its feature set limiting.
- Capsule CRM offers basic reporting and analytics features, which may not be sufficient for businesses that require detailed insights. If in-depth reporting is crucial, you may need to look for additional tools or integrations.
Insightly CRM vs Capsule CRM: At A Glance
Value to Price
When it comes to value for money, Insightly CRM offers a comprehensive suite of features that justify its pricing. Its robust project management and automation tools provide excellent value for businesses looking to streamline operations. Capsule CRM, while slightly more affordable, offers a more basic feature set, making it a better choice for smaller businesses with simpler needs. If you're looking for a tool that offers more bang for your buck, Insightly CRM is the way to go.
Ease of Use
Capsule CRM shines in terms of ease of use, with its intuitive interface and straightforward setup process. It's designed to be user-friendly, making it an excellent choice for those new to CRM software. Insightly CRM, while feature-rich, may require a bit more time to master due to its extensive capabilities. If you prioritize a smooth and easy user experience, Capsule CRM is the better option.
Functionality
Insightly CRM offers a wide range of functionalities, including advanced project management and task automation, making it a powerful tool for businesses with complex needs. Capsule CRM, while offering essential CRM features, lacks some of the advanced functionalities found in Insightly. If your business requires a CRM with extensive capabilities, Insightly CRM is the superior choice.
Scalability
Both Insightly CRM and Capsule CRM offer scalability, but Insightly CRM is better suited for growing businesses due to its robust feature set and ability to handle larger volumes of data. Capsule CRM is ideal for smaller businesses that don't anticipate rapid growth. If you're planning for future expansion, Insightly CRM is the more scalable option.
Integrations
Insightly CRM offers a wide range of integrations with popular tools, making it easy to connect with other software your business may be using. Capsule CRM also offers integrations, but its selection is not as extensive as Insightly's. If seamless integration with other tools is a priority, Insightly CRM is the better choice.
Customer Support
Capsule CRM provides excellent customer support, with responsive service and helpful resources. Insightly CRM also offers good support, but some users have reported longer response times. If top-notch customer support is crucial for your business, Capsule CRM is the better option.
Security
Both Insightly CRM and Capsule CRM prioritize security, offering features like data encryption and secure access controls. However, Insightly CRM has a slight edge with its more comprehensive security measures. If security is a top concern, Insightly CRM is the safer choice.
Overall Rating
Overall, Insightly CRM scores higher due to its extensive feature set and scalability, making it a great choice for businesses with complex needs. Capsule CRM, while slightly lower in overall rating, excels in ease of use and customer support, making it ideal for smaller businesses or those new to CRM software.
Insightly CRM vs Capsule CRM: A Detailed Breakdown of Key Features
Contact Management
Insightly CRM excels in contact management with its robust features that allow you to organize and track customer interactions efficiently. Its ability to link contacts to projects and opportunities provides a comprehensive view of customer relationships. Capsule CRM also offers solid contact management capabilities, but it lacks some of the advanced features found in Insightly. If you need a CRM with powerful contact management tools, Insightly CRM is the better choice.
Task Automation
Insightly CRM offers advanced task automation features that help streamline workflows and increase productivity. Its automation capabilities allow you to set up complex workflows with ease. Capsule CRM provides basic task automation, which may be sufficient for smaller businesses but lacks the depth of Insightly's offerings. If task automation is a priority, Insightly CRM is the superior option.
Project Management
Insightly CRM stands out with its comprehensive project management features, allowing you to manage projects from start to finish within the CRM. Its project tracking and task assignment capabilities are top-notch. Capsule CRM, while offering basic project management, doesn't match the depth of Insightly's features. If project management is a key requirement, Insightly CRM is the better choice.
Sales Forecasting
Capsule CRM shines in sales forecasting, providing accurate and insightful forecasts that help businesses plan effectively. Its intuitive interface makes it easy to generate forecasts and track sales performance. Insightly CRM also offers sales forecasting, but Capsule's simplicity gives it an edge. If sales forecasting is crucial, Capsule CRM is the better option.
Mobile Accessibility
Capsule CRM offers excellent mobile accessibility, allowing you to manage your CRM on the go with ease. Its mobile app is user-friendly and provides all the essential features you need. Insightly CRM also offers mobile access, but Capsule's app is more intuitive and responsive. If mobile accessibility is important, Capsule CRM is the superior choice.
Reporting and Analytics
Insightly CRM provides powerful reporting and analytics tools that give you deep insights into your business performance. Its customizable reports and dashboards allow you to track key metrics effectively. Capsule CRM offers basic reporting features, but it lacks the depth and customization options of Insightly. If detailed reporting and analytics are important, Insightly CRM is the better choice.
Pricing Comparison of Insightly CRM and Capsule CRM
We’ve compiled the pricing tables and highlighted the key features of both Insightly CRM and Capsule CRM to aid in your decision-making process. Let’s explore what each platform has to offer.
Insightly CRM Pricing Plans
- Project management tools to streamline business processes.
- Advanced reports for insightful data analysis.
- Pre-built business dashboards for quick access to metrics.
- Free 14-Day Trial to explore features before purchase.
- Workflow automation to reduce manual tasks.
- Custom page layouts for personalized user experience.
- Free 14-Day Trial to test advanced features.
- Enhanced data management with custom fields.
- Products, pricebooks, and quotes for sales management.
- Comprehensive audit logging for security and compliance.
- Contact sales for tailored solutions and pricing.
- Advanced integration capabilities with REST API.
Capsule CRM Pricing Plans
- Basic CRM functionalities to manage contacts efficiently.
- No cost involved, ideal for startups or freelancers.
- Simple and straightforward CRM solution.
- Easy transition from spreadsheets to CRM.
- Email templates to streamline communication.
- AI-powered email assistant for high-converting emails.
- Shared mailbox for team collaboration.
- Premium integrations with tools like Xero and Zendesk.
- Workflow automations for efficient sales processes.
- Advanced sales reporting for better insights.
- Multiple sales pipelines for diverse projects.
- Project management with kanban-style boards.
- Multiple project boards for complex project management.
- Contact enrichment for detailed contact profiles.
- Custom fields and tags for tailored CRM experience.
- Enhanced targeting with up-to-date contact information.
- Dedicated account manager for personalized support.
- Custom training for team onboarding.
- Ongoing priority support for immediate assistance.
- Manage pipelines and projects at scale.
Our Rating Methodology
We thoroughly evaluate each CRM tool, focusing on key aspects like functionality, ease of use, and scalability. By analyzing user reviews and conducting hands-on testing, we ensure our recommendations fit your needs. Each of the seven evaluation factors is weighted by importance to provide an accurate final rating, helping you make informed decisions.
Insightly CRM or Capsule CRM: Which One Matches Your Business Needs?
Choose Insightly CRM If You Need ...
- Advanced project management features
If you are a business with complex project management needs, Insightly CRM is the ideal choice. Its comprehensive project management features allow you to manage projects from start to finish, ensuring that all tasks are completed on time and within budget.
- Wide range of integrations
If you need a CRM that can seamlessly integrate with other tools and platforms, Insightly CRM is the better option. Its wide range of integrations allows you to connect with popular software, creating a streamlined workflow across different platforms.
Choose Capsule CRM If You Need ...
- User-friendly interface
If you are new to CRM software and prioritize ease of use, Capsule CRM is the perfect choice. Its intuitive interface and straightforward setup process ensure a smooth onboarding experience, allowing you to start managing your customer relationships quickly.
- Excellent customer support
If you value responsive and helpful customer support, Capsule CRM is the better option. Its excellent support services ensure that you receive the assistance you need, whether you're setting up the software or have questions about its features.
Frequently Asked Questions
Which CRM is better for small businesses?
Does Insightly CRM offer project management features?
Which CRM offers better customer support?
Can both CRMs integrate with other tools?
Which CRM is more scalable?
Is Capsule CRM suitable for large enterprises?
Anastasia Belyh
Anastasia Belyh is a senior tech writer with over 15 years of experience in marketing, sales, and business software. Having worked in investment banking, management consulting, and founded multiple companies, her in-depth knowledge and hands-on expertise make her software reviews authoritative, trustworthy, and highly practical for business decision-makers.
