You’re looking at Insightly vs Capsule CRM, and honestly, both seem pretty good.
How do you know which one fits your needs?
It’s like choosing between two cool video juegos, but you only have money for one.
Now, imagine you pick the wrong one. You spend hours setting it up, and it doesn’t do what you need.
Don’t worry—we’re here to help. We’ll explain the key differences between Insightly and Capsule CRM.
Descripción general
We’ve rolled up our sleeves and put Insightly and Capsule CRM through their paces.
Our team spent weeks testing each platform, simulating real-world scenarios, and diving deep into their features.
This hands-on experience allows us to provide a clear, unbiased comparison.
Necesita un CRM that goes beyond sales with robust project management tools? Insightly’s got you covered.
Precios: Dispone de una versión de prueba gratuita. El plan premium cuesta a partir de $29/mes.
Características principales:
- Gestión de proyectos
- Automatización del flujo de trabajo
- Relationship Linking
Based on our data, Capsule CRM is the budget-friendly choice. Focused on simplicity and savings.
Precios: It has a free trial. Paid plan starts at $18/month
Características principales:
- Gestión de contactos
- Gestión de la cartera de ventas
- Project Boards
¿Qué es Insightly?
Insightly? Yeah, it’s a CRM. But it does more. Think project management, too.
This tool is designed to grow businesses. It allows you to track deals and projects in one place, which sounds useful.
Además, explora nuestros favoritos Alternativas a Insightly…
此外，它还可以帮助您轻松处理客户评论。
Insightly es una opción sólida para las empresas que necesitan un CRM escalable con capacidades de gestión de proyectos.
Beneficios clave
- Escalable para el crecimiento: Adapte la plataforma a medida que su negocio se expande.
- Características de gestión de proyectos: Mantenga sus proyectos organizados y encaminados.
- Paneles e informes personalizables: Obtenga la información que necesita para tomar decisiones informadas.
- Integraciones con aplicaciones populares: Conéctate con tus herramientas de negocio favoritas.
Precios
- Más:$29/usuario/mes.
- Profesional:$49/usuario/mes.
- Empresa:$99/usuario/mes.
Ventajas
Contras
¿Qué es Capsule CRM?
Capsule CRM? It’s all about keeping things simple.
Think easy contact tracking. Sales pipelines?
They’ve got that. It’s designed for small teams.
Want something straightforward? This could be it.
Además, explora nuestros favoritos Alternativas a las cápsulas…
此外，它还可以帮助您轻松处理客户评论。
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.
Beneficios clave
- Gestión de contactos sencilla.
- Seguimiento sencillo del flujo de ventas.
- Se integra con muchas aplicaciones.
- Campos personalizables disponibles.
- Aplicación móvil para acceso en cualquier lugar.
Precios
- Motor de arranque:$18/usuario/mes.
- Crecimiento:$36/usuario/mes.
- 2025 年值得尝试的 11 款最佳即时人工智能 (AI) 替代品 11:$54/usuario/mes.
- Último:$72/usuario/mes.
Ventajas
Contras
Feature Comparison
This analysis evaluates two powerful crm solutions built primarily for small and medium businesses.
Insightly CRM is a versatile crm system known for integrating project management and sales.
Capsule offers a streamlined, robust contact management system celebrated for its simplicity and affordability.
This comparison clarifies which solution offers the better balance of features for your entire sales process.
1. Core Focus and System Architecture
- Insightly CRM: A versatile crm system designed for customer relationship management across sales teams and marketing teams. It excels at sales enablement by blending sales functionality with project management within one crm solution.
- Cápsula: A simple, robust contact management system built specifically for small and medium businesses who need a lightweight, relationship-focused crm system. Its core strength is managing contacts and sales pipelines efficiently.
2. Contact Management and Data
- Insightly CRM: Offers robust contact management and reporting capabilities, collecting rich customer datos to track interactions. It helps sales teams and marketing teams manage leads and clients efficiently.
- Cápsula: Excels in robust contact management system features, focusing on easily adding and organizing customer data. It is a pure-play CRM, meaning it handles contacts and activities without the overhead of external negocio procesos.
3. Project and Task Management
- Insightly CRM: A core differentiator is its native integration of project management and task management, allowing users to assign tasks directly to contacts and opportunities. This integration boosts sales team efficiency.
- Cápsula: Provides basic task management related to contacts and sales process milestones but does not offer full-fledged project management features like Insightly CRM.
4. Sales Pipeline and Funnel
- Insightly CRM: Supports sales pipelines with strong workflow automatización to streamline the sales process and help sales teams track sales opportunities. It allows for visualization of the sales funnel.
- Cápsula: Features a clean visual sales pipeline and supports multiple sales pipelines (available in higher tiers). Its focus is on simplicity, making it ideal for tracking the sales cycle without complexity.
5. Automation Capabilities
- Insightly CRM: Features strong workflow automation and sales automation capabilities. The separate Insightly marketing module allows marketing teams to run sophisticated campaigns and email marketing.
- Cápsula: Provides basic sales automation through features like automated reminders and simple reporting. It relies less on deep automation and more on human oversight in the sales process.
6. Marketing and Campaign Tools
- Insightly CRM: Insightly marketing is a powerful add-on module for running full-scale email marketing and nurturing campaigns, closely tying them to the core Insightly CRM customer data.
- Cápsula: Provides limited built-in email marketing features, focusing instead on seamless integration with dedicated third-party email marketing tools to run marketing campaigns effectively.
7. Reporting and Sales Forecasting
- Insightly CRM: Provides strong sales forecasting and analytics tools for the sales process, giving the sales team clear insight into sales opportunities.
- Cápsula: Offers robust reporting focused on the sales cycle and sales pipelines. However, it lacks the advanced, multi-dimensional sales forecasting tools found in more extensive CRMs like Insightly CRM.
8. Pricing and Cost
- Insightly CRM: Pricing is structured per user and scales based on the features needed, making it suitable for growing sales teams. The cost for the base crm system is relatively competitive.
- Cápsula: The Capsule crm cost is competitive and generally affordable for small and medium businesses. It offers a generous free version for up to two users and is priced per user after that.
9. Customer Service and Support
- Insightly CRM: Offers insightly service as a dedicated tool for managing customer queries, support tickets, and providing dedicated support services to sales teams and end customers.
- Cápsula: Offers reliable customer relationship management support, typically through web and email channels, though it lacks the integrated, dedicated support services of a platform like Insightly service.
What to Look For in a CRM Software?
- Consider your team’s technical skills for ease of use.
- Evaluate if the API enables necessary custom integrations.
- Match CRM features to your specific sales process needs.
- Ensure customer support aligns with your required response times.
- Factor in long-term scaling when reviewing pricing tiers.
- Confirm the CRM supports your existing email marketing tools.
- Determine if the CRM’s reporting aligns with your business’s KPIs.
- Check if the CRM is designed for your business size (e.g., pequeñas empresas).
- Verify mobile app functionality for on-the-go access.
- Assess data seguridad and compliance measures.
- Explore available training and onboarding resources.
- Review user reviews and testimonials for real-world insights.
- Check for data migration tools to ensure a smooth transition.
- Determine if the CRM offers project management, if needed.
- Evaluate how well the CRM helps you build strong customer relationships.
Veredicto final
So, Capsule CRM vs Insightly, which one wins? For most growing businesses, Capsule CRM takes the lead.
Yes, it might cost a bit more. But it gives you way more.
You can customize almost everything. Plus, the project management? Super helpful.
If you need a powerful CRM that grows with you, Capsule CRM is it.
We’ve spent hours testing both. We know what works.
We think Insightly gives you the tools you need to succeed. Don’t just take our word for it; try it.
You’ll see how it can help you better manage your sales and projects.
If you need simple contact tracking, Insightly is fine. However, for a complete CRM solution, Capsule CRM offers the most value.
Más sobre Insightly
He aquí una breve comparación de Insightly con estas soluciones de software:
- Insightly vs Pipedrive: Insightly se centra en CRM con gestión de proyectos integrada; Pipedrive se especializa en la gestión visual del pipeline de ventas, a menudo preferida por los equipos centrados en las ventas.
- Insightly vs GoHighLevel: Insightly is great for combining CRM with project management. It helps track sales and projects together. GoHighLevel is an all-in-one platform for marketing agency needs. It offers strong marketing and sales automation tools and can manage multiple clients.
- Insightly vs Keap: Insightly ofrece un sólido CRM con seguimiento de proyectos; Keap proporciona una potente automatización del marketing, campañas de correo electrónico y completas funciones de ventas.
- Insightly vs ActiveCampaign: Insightly fusiona CRM con capacidades de gestión de proyectos; ActiveCampaign destaca en automatización avanzada de marketing, secuenciación de correos electrónicos y puntuación de clientes potenciales.
- Insightly vs HubSpot: Insightly offers a strong CRM with project management, while HubSpot provides a vast all-in-one platform for marketing, sales, and customer service.
- Insightly vs Clickfunnels: Insightly es un CRM con gestión de proyectos; ClickFunnels es principalmente un constructor de embudos de ventas para crear páginas de aterrizaje y automatizar procesos de ventas.
- Insightly vs Folk: Insightly es un CRM completo con funciones de gestión de proyectos; Folk es una herramienta de gestión de contactos más ágil y colaborativa.
- Insightly vs Instantly: Insightly ofrece un sólido CRM y una solución de gestión de proyectos; Instantly se centra en la captación automatizada de clientes potenciales mediante correo electrónico.
- Insightly vs ClickUp: Insightly integra CRM y gestión de proyectos; ClickUp es una plataforma versátil de gestión del trabajo que puede configurarse para tareas de CRM.
- Insightly vs Lunes: Insightly combina CRM con gestión de proyectos; Monday CRM es un sistema operativo de trabajo altamente personalizable, adaptable a diversas necesidades de CRM.
- Insightly vs Capsule CRM: Insightly is a more feature-rich CRM with project management, while Capsule CRM is a simpler, straightforward contact and sales opportunity tracker.
- Insightly vs Freshsales: Insightly ofrece un sólido CRM con gestión de proyectos; Freshsales CRM proporciona automatización avanzada de ventas, perspectivas de IA y comunicación multicanal.
- Insightly frente a Salesforce: Insightly es un CRM completo con gestión de proyectos integrada; Salesforce es una solución CRM de nivel empresarial, altamente personalizable y expansiva.
- Insightly vs Zendesk: Insightly is a CRM with project management features; Zendesk primarily focuses on customer support and service ticketing.
Más información sobre Capsule CRM
He aquí una breve comparación de Capsule CRM con estas soluciones de software:
- Capsule CRM vs Pipedrive: Capsule CRM ofrece una solución sencilla para la gestión de contactos y ventas, mientras que Pipedrive es una herramienta de gestión de canal de ventas visual.
- 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.
- Cápsula CRM vs Keap: Capsule CRM se centra en la sencillez y la asequibilidad para el seguimiento de contactos y ventas; Keap ofrece amplias funciones de automatización de marketing y ventas, a menudo a un coste más elevado.
- Cápsula CRM vs ActiveCampaign: Capsule CRM ofrece una sólida gestión de contactos y proyectos, mientras que ActiveCampaign proporciona una potente automatización del marketing, campañas de correo electrónico y segmentación avanzada.
- Capsule CRM vs Hubspot: Capsule CRM es un CRM asequible y fácil de usar para gestionar las interacciones con los clientes; HubSpot ofrece un amplio conjunto de herramientas de marketing, ventas y servicios, con opciones gratuitas y escalables de pago.
- Cápsula CRM vs Clickfunnels: Capsule CRM es una herramienta para gestionar las relaciones con los clientes; ClickFunnels se especializa en construir embudos de ventas y optimizar los procesos de conversión.
- Cápsula CRM vs Folk: Capsule CRM es una solución sencilla de gestión de contactos, mientras que Folk hace hincapié en la organización colaborativa de los contactos y en su enriquecimiento con funciones modernas.
- Capsule CRM vs Instantly: Capsule CRM se centra en la gestión general de contactos y ventas; Instantly está diseñado para el contacto automatizado por correo electrónico y la participación en ventas.
- Cápsula CRM vs Clickup: Capsule CRM es una solución CRM dedicada, mientras que ClickUp es una plataforma versátil de gestión del trabajo que incluye funcionalidades CRM junto con la gestión de proyectos y tareas.
- Capsule CRM frente a Monday CRM: Capsule CRM ofrece una gestión sencilla de los contactos y de la cartera de ventas; Monday CRM proporciona flujos de trabajo visuales altamente personalizables y amplias funciones de colaboración en equipo.
- Capsule CRM vs Insightly: Capsule CRM se centra en la facilidad de uso y el seguimiento de contactos, mientras que Insightly ofrece un CRM más completo con funciones avanzadas de gestión de proyectos.
- Capsule CRM vs Freshsales CRM: Capsule CRM prioriza la simplicidad en la gestión de ventas y contactos, mientras que Freshsales CRM ofrece una plataforma de ventas más robusta con perspectivas impulsadas por IA y análisis avanzados.
- Capsule CRM frente a Salesforce: Capsule CRM es ideal para pequeñas y medianas empresas que buscan un CRM sencillo y asequible; Salesforce es un CRM de nivel empresarial con amplia personalización y escalabilidad para grandes organizaciones.
- Capsule CRM vs Zendesk: Capsule CRM se centra en las ventas y la gestión de las relaciones con los clientes, mientras que Zendesk es principalmente una plataforma de atención al cliente que destaca en las soluciones de emisión de tickets y soporte.
Preguntas frecuentes
Is Insightly better than Capsule CRM for small businesses?
Insightly offers more features, such as project management and advanced reporting, which are beneficial as a business scales. However CRM’s simplicity and lower cost might be preferable for tiny businesses needing only essential contact management.
Can I c for tiny businesses needing only basic contact management in Insightly and Capsule CRM?
Insightly provides extensive customization options, allowing you to tailor fields, workflows, and reports. Capsule CRM offers limited customization, focusing on a more straightforward, out-of-the-box experience.
Which CRM is more straightforward to integrate with other tools?
Insightly has a broader range of integrations and a robust API, making connecting with various third-party applications easier. Capsule CRM offers fewer integrations, which might limit its compatibility with niche tools.
How does customer support compare to Insightly and Capsule CRM?
Insightly offers comprehensive customer support, including online resources, email, and phone support for higher-tier plans. Capsule CRM provides reliable customer support through online resources and email, focusing on efficient issue resolution.
Which CRM is more suitable for managing complex sales processes?
Insightly is better suited for managing complex sales processes, such as lead scoring, workflow automation, and detailed pipeline tracking. Capsule CRM offers a more straightforward sales pipeline suitable for essential sales management.
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