Capsule CRM vs SalesRabbit
Last Updated:Our analysts compared Capsule CRM vs SalesRabbit 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
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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.
- Communicate Clearly: Bring all team communications into one place via a mobile app. Send in-app messages for team talks and mass messages to broadcast incentives, declare top performers and share training materials. Send pictures and other files to techs and other reps. React with GIFs and emojis.
- Qualify Buyers: Make deals faster by verifying customers on the go, eliminating calling or waiting times. Check credit scores via more than one software to get accurate results. Qualify prospects using title checks, which are easy to set up and use.
- Explore Vast Integrations: Incorporate existing tech stacks. Leverage helpful integrations with Google Tasks, Salesforce, Facebook Lead Forms, MS Teams, MS Outlook, Mailchimp, Hubspot, Zapier and more. Custom integrations are available through the Enterprise plan.
- Craft Perfect Proposals: Create strong first impressions through digitized and legitimized pitches. Upload and organize PDFs, display them through devices or send them to customers. Play high-quality videos, illustrate house layouts or payment plans using sketch tools, and share training and recruiting materials. Digitize sales materials and store them in the team’s media library, cutting down shipping costs.
- 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..
- Sales Territory Mapping: Operate sales teams successfully.
- Custom Areas: Control sizes, shapes and quantities to draw them over a detailed map view.
- Historical Data: Monitor reps-in-charge’s progress and follow up as needed.
- Team Assignment: Assign areas to reps for canvassing and lead tracking.
- Leaderboard: Collect data from all possible sources to measure, compare and improve field performance. Identify what’s working and what’s not to modify strategies accordingly.
- Consolidated Statistics: Track all KPIs in a central platform. These include closure percentage, number of doors knocked and people contacted.
- Reporting: Track the most relevant data for teams and check live reports on reps’ activities via GPS tracking.
- Performance Ranking: Monitor individual success rates and identify the top performers. Make strategic decisions regarding team compositions, sales leadership, area assignments and more.
- Sales Rep Tracking: Access insights on reps’ whereabouts and performance. Track location and time during work hours with geo and time stamps for every active team member. Display unique profile images and filter results by reps, teams or dates. Log tracking data even in areas without internet service.
- Lead Management: Organize and track leads geographically. Import and export leads, attach videos, images and PDFs to provide more information and context, and create custom fields to gather specific data.
- Stacking: Pull up stacked lead lists to access, view and edit while working in apartment complexes or other compact housing areas.
- Tracking and Dispositioning: Call, text or email leads directly from the app. Change the status of leads and track them through a sales funnel.
- Notifications: Receive appointment notifications to move leads quickly through a funnel while handling lots of them.
- Route Planner: Upload and prioritize leads and appointments using filters. Find the most efficient and optimized sales route based on locations, appointments and assigned areas.
- Ownership: Gain complete control over lead assignment. Transfer ownership between canvassers, reps, closers, techs and managers. Reassign groups of leads as needed.
- Forms and Contracts: Accelerate sales, eliminate manual errors, reduce paper costs and minimize transaction time using its form builder and contract creator.
- Custom Contracts: Address the unique requirements of legal agreements.
- Company Profile: Impress modern buyers with electronic deal processing and ensure the best possible buying experience for customers.
- Mobile E-Signature: Collect e-signatures from any location and close deals reliably and quickly.
- Information Syncing: Gather customer data on a single platform, reducing errors and increasing customer satisfaction.
Product Ranking
#27
among all
CRM Software
#164
among all
CRM Software
User Sentiment Summary
178 reviews
366 reviews
Capsule CRM has a 'great' User Satisfaction Rating of 88% when considering 178 user reviews from 4 recognized software review sites.
SalesRabbit has a 'great' User Satisfaction Rating of 84% when considering 366 user reviews from 2 recognized software review sites.
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.
Hop on over to SalesRabbit if you're looking for a user-friendly and affordable CRM solution to help your sales team close more deals. SalesRabbit is a software that helps businesses manage their sales process, offering features like lead generation, contact management, opportunity tracking, and reporting. Users have praised SalesRabbit for its ease of use, comprehensive feature set, and affordability, making it a solid choice for businesses of all sizes seeking a comprehensive sales management solution. The software's intuitive interface and robust features allow sales reps to easily manage their contacts, track their progress, and close deals faster. Plus, SalesRabbit's affordability makes it an attractive option for businesses with limited budgets. However, some users have noted that SalesRabbit lacks integration with other systems and has limited reporting capabilities. If your business requires a more integrated solution or more robust reporting features, you may want to consider other options like Salesforce or HubSpot. These platforms offer a wider range of integrations and more advanced reporting tools, but they come at a higher price point. Ultimately, the best CRM solution for your business depends on your specific needs and budget. If you're looking for an affordable and easy-to-use CRM that can help you boost your sales, SalesRabbit is definitely worth considering.
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