Capsule CRM vs Salesflare
Last Updated:Our analysts compared Capsule CRM vs Salesflare based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.
Product Basics
Capsule CRM is a cloud-based solution for small to medium businesses. It helps foster customer relationships with features like email marketing, website personalization, social media service, automated reminders and more. Organizations can enter basic contact information, pipelines, goals and budgets and start building an in-depth, personalized pipeline with full access to customer details.
Salesflare is a cloud-based intelligent software suite for small B2B businesses and start-ups. It helps users automate data collection and interaction tracking so that their sales processes are streamlined and more focused on increasing conversions.
Requiring zero manual input, it is easily accessible through mobile, desktop and the sidebar of users’ existing email accounts.With automated data inputs and interaction tracking, it helps users optimize for time and productivity.
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Product Assistance
Documentation
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Knowledge Base
24/7 Live Support
Email
Phone
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24/7 Live Support
Product Insights
- Cloud Hosting: Eliminates downtime and lagging due to updates, while gaining easy access to the latest version online with a seamless sync of data and activities.
- Mobile Accessibility: Enable remote task management with accessibility on all mobile devices and tablets through native iOS and Android apps.
- Integrations: Connect with over 50 pre-built NHS integrations with solutions for customer support, email marketing, accounting and more. An open API creates add-on services and integrates with other applications as needed.
- Data Safety: Ensure data safety through SSL-encrypted servers hosted in Amazon’s data centers. Periodic backup of data keeps information safe and secure.
- Dashboard: Get updates on the current status and historical trends of KPIs, such as sales opportunities and milestones, with an easy-to-read, real-time visual interface.
- Customization: Easily customize using fields, tags and branding options to meet business needs. Measure sales processes with quantifiable milestones for each stage of the pipeline, which in turn can be used to generate revenue forecasts.
- Data Efficiency: With remote-based high-speed servers, huge amounts of data can be stored, processed and shared using Salesflare.
- Data Security and Backup: Salesflare ensures data safety and backup for its users through privacy-preserving encrypted data processing and automated scheduled backups.
- Operational Optimization: With automated data organization and interaction tracking, Salesflare saves up to 70% of the time spent on manual data entry and optimizes staff productivity in sales processes.
- Seamless Collaboration: Salesflare facilitates team communication and ease of coordination between team members from a central system.
- Mobile Accessibility: Salesflare offers fully-featured Android and iOS apps so that users can manage work remotely.
- Integrations: Salesflare integrates with over 1300 business apps and software through Zapier integration to streamline operations. It also offers a REST API so that users can connect to custom products of their choice.
- Contact Management: Stores and tracks information corresponding to all contacts, including opportunities, leads, vendors and customers. Contact and communication information is shareable on a company-wide, team-wide and individual level, making collaboration seamless.
- Document Management: Enables publishing, storing, editing and sharing documents like agreements, proposals and more via a central platform.
- Tasks and Calendar: Manages and tracks tasks and activities that get synced with the calendar to manage daily schedules. Routine tasks can be set on periodic repetition and processes can be defined using interlinked tasks.
- Sales Pipeline: Provides a complete view of the sales pipeline and manages sales opportunities by tracking critical stages, values and probabilities of closing a deal.
- Reports: Monitors every aspect of the sales cycle from sales data to pipeline insights and activity stats to aid data-driven decisions. Rule-based success factors support generating revenue forecasts.
- Teams & Roles: Allows creation of teams, lead assignment and new opportunities to designated sales representatives for project management. Managers can control access based on the user, user role, groups and more.
- Customer Support and Case Management: Offers a dedicated customer support portal that tracks and resolves issues. Create and share a knowledge base to address common questions by customers and manage call center activities for faster response time and higher customer satisfaction..
- Data Input Automation: Salesflare collects, stores and organizes all customer and lead data such as phone numbers, email IDs and postal addresses automatically, minimizing the time spent on data management.
- Contact Management: It manages all contacts — leads, prospects and existing customers — along with their contact details and interaction history for easy reference and follow ups.
- Document Management: Users can store and share important documents like contacts, notes, sales discounts and offers and marketing assets and collaterals with teammates.
- Lead Management: The platform manages lead information by keeping track of contact details, interaction history and engagement rate. It notifies the users of pending actions for each lead to keep them actively engaged and increase conversion rate.
- Predictive Lead Scoring: Based on the engagement rate of a lead, Salesflare can assign predictive lead scoring to it. This helps users gain insight on the probability of conversion of a particular lead and focus their efforts in the right direction.
- Sales Pipeline Management: Users can view and keep track of their sales pipeline with details like leads procured per source, number of leads across each buyer journey stage, win-loss ratio and more.
- Quota Management: Managers can track the leads assigned per salesperson and progress made by each salesperson against their quota. They can also assign leads on a round-robin basis or a rule-based engine, to match the leads to the best-suited team member on different parameters.
- Automated To-Do Lists: The software helps users build their to-do lists automatically based on priority actions per lead and lead segment. Calls, meetings and scheduled communications are synced to the calendar so that users stay on track.
- Automated Reminders: Users get automated reminders and notifications for their scheduled communications over email and texts, as well as meeting and call reminders, helping them stay on top of their daily activities.
- Performance Management: Salesflare offers a leader board where managers can track daily activities, performance and close ratios of their sales team members. The leader board can also be shared with the whole team for transparency.
- FEATURE: Automatic Meeting & Call Logging: Salesflare automatically connects with users’ calendars and phones to log meetings and calls with customers, saving their time.
- Interaction Tracking: Along with the automated meeting and call tracking, users can also attach notes to their interactions with leads and customers. Similarly, response rate and quality for email interactions is also tracked.
- Email Marketing: Salesflare offers email marketing with customizable templates to engage leads in each stage of the buying journey, and build customer retention and loyalty.
- Website Tracking: Salesflare tracks website visitors, noting key metrics such as time spent on the website, pages visited, forms filled and more to help users plan their marketing campaigns in an informed manner.
- Webforms: The platform offers a customizable web form builder with options for question types. These forms can be integrated into the website and social campaigns for lead generation and surveys.
- Customer Engagement Tracking: One of the key features of Salesflare is its automated data collection. It collects data on contacts from website and campaign interaction, it also picks up on the customer sentiment through social listening and offers insight on the direct interactions via emails, calls and meetings.
- Funnel Analysis: The software offers a visual breakdown of the sales funnel and showcases how opportunities are moving through the pipeline. It also draws comparisons to specific past durations.
- Revenue Insights: Salesflare offers revenue insights on sales pipelines, funnel analysis and past revenue trends. It includes key metrics such as average sales cycle, deal sizes, current revenue status, expected revenue versus revenue goal, top-earning accounts, top lead sources, top lost reasons and number of won and new opportunities.
Product Ranking
#27
among all
CRM Software
#86
among all
CRM Software
User Sentiment Summary
178 reviews
168 reviews
Capsule CRM has a 'great' User Satisfaction Rating of 88% when considering 178 user reviews from 4 recognized software review sites.
Salesflare has a 'excellent' User Satisfaction Rating of 94% when considering 168 user reviews from 3 recognized software review sites.
5.0 (9)
5.0 (13)
4.2 (52)
n/a
4.5 (91)
4.73 (132)
4.2 (26)
4.25 (23)
Awards
No awards.
Salesflare stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.
Synopsis of User Ratings and Reviews
Capsule offers cloud-based tools, including customization options for fields, tags and branding. The platform has limitations in terms of marketing integrations, cost against the features offered and the free version offers limited functionality, contact records and users. However, it offers a well-versed support team along with potent tracking and reporting features that enhance the user experience. Reviews also noted its intuitive nature and G Suite integration as strengths. Businesses looking for structured sales processes with configurable milestones should consider Capsule.
Is Salesflare a "flare" of brilliance in the CRM world? Users rave about Salesflare's intuitive interface and automation features, which eliminate manual data entry and allow them to focus on selling. They appreciate the automatic capture of contact information and interactions from various sources like email and social media, saving them valuable time and effort. The visual pipeline and insightful analytics provide a clear overview of their sales process, enabling them to identify bottlenecks and optimize their strategies. However, some users have expressed concerns about limited customization options and occasional syncing issues with certain third-party integrations. Salesflare's strength lies in its simplicity and automation, making it ideal for small and medium-sized businesses, particularly those in B2B sales, who seek a user-friendly CRM that streamlines their sales process without overwhelming them with complex features.
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