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Keap 和 Capsule CRM:我都测试过了——以下是真相

| Last updated Apr 25, 2026

优胜者
基普
4.2
  • Advanced Sales & Marketing 自动化
  • 拖放式活动 建造者
  • 内置线索评分
  • Invoicing & Payment Processing
  • Landing Page Builder Included
  • 2500多个第三方集成
  • 每月299美元起(按年计费)
亚军
胶囊
4.0
  • 强大的联系人管理
  • Free Plan (Up to 250 Contacts)
  • 可视化销售流程
  • Google Workspace & 365 Integration
  • 售后工作项目看板
  • iOS 和 安卓 移动应用
  • 付费方案,每月每用户 18 美元起。

⚡ Quick Verdict:

  • 定价: Keap starts at $299/month (annually billed) vs Capsule 客户关系管理 from $18/user/month — with a free plan available for up to 250 contacts
  • 最适合: Keap for small businesses that need sales and marketing automation in one place; Capsule 客户关系管理 for teams wanting affordable, simple contact management
  • 主要区别: Keap includes advanced marketing automations, a landing page builder, invoicing, and lead scoring; Capsule 客户关系管理 focuses on contact records, sales pipelines, and ease of use
  • Our pick: Keap for most growing small businesses — it automates more of the sales process in a single platform
Keap 与 Capsule CRM 的比较

Keap and Capsule CRM both call themselves CRM platforms for small businesses.

But they are solving very different problems.

Keap is built for businesses that want to automate their entire sales and marketing process.

Capsule CRM is built for teams that want clean, simple contact management without the steep learning curve.

Keap vs Capsule CRM comparison breaks down both tools so you can pick the right one for your workflow.

概述

This comparison covers pricing, features, automation, and ease of use for both Keap and Capsule CRM.

Our sources include published documentation, pricing pages, and user reviews from G2.

我们的 作家 also spent hands-on time with Keap directly.

Observations on Capsule CRM come from its documentation and published user reviews.

By the end, you’ll know which platform fits your 商业 目标。

Keap是什么?

Keap is a CRM and sales and marketing automation platform for small businesses.

It was formerly known as Infusionsoft before rebranding to better reflect its focus on automation.

The platform combines customer relationship management, email marketing, and e-commerce tools in one dashboard.

It is designed for solopreneurs and 小型企业 owners who want to automate repetitive tasks.

Keap uses a visual Campaign Builder to create automated workflows based on when-then logic.

基普

Keap automates sales campaigns, follow-ups, and lead management for 小型企业 owners. It includes a built-in landing page builder, invoicing, and a dedicated 商业 line for calls and texts.

Keap定价

Here’s what Keap costs in 2026. The pricing is based on annual billing.

计划价格最适合
Keap (all-in-one)每月 299 美元(按年计费)Small businesses needing full CRM and automation

Pricing verified April 2026.

Keap定价

免费试用: 是的——Keap提供14天免费试用,期间可以使用所有功能。无需信用卡即可开始使用。

退款保证: Keap does not publish a standard money-back guarantee. Contact support for refund questions before committing.

📌 笔记: Each additional user costs $30 per month. Keap’s pricing is based on the number of contacts, so your monthly fee will increase as your contact list grows beyond the base threshold.

⚠️ 警告: Keap charges a one-time onboarding fee of $499 for its Expert Coaching service. Budget for this if you want personalized setup support beyond the standard onboarding resources.

Keap的主要优势

Here’s what makes Keap worth considering for small business owners:

  • Marketing Automation Templates: Keap includes a broad range of workflow templates so you can build email campaigns quickly. The drag-and-drop Campaign Builder makes creating advanced automations straightforward.
  • 领先得分: Keap assigns scores to each new lead based on their engagement level. This helps your sales team prioritize the most interested prospects first.
  • 内置支付处理: Keap includes invoicing and payment tools directly in the platform. You can send checkout forms, collect payments, and manage e-commerce without a separate tool.
  • 落地页构建器: Keap lets you build and connect multiple landing pages for different sales campaigns. This keeps lead capture and follow-up in the same system.
  • 专属业务线: Keap includes a separate business line for calls and texts. This helps keep personal and professional communications clearly separated.
  • Onboarding Support: Keap provides a dedicated customer success manager with every plan. The onboarding process includes checklists, videos, and training webinars to get you up and running fast.
Keap简介

What Our Team Noticed

Our writer signed up for Keap and spent time exploring the platform’s automation and CRM tools. Here’s what stood out from that hands-on experience:

Keap CRM 生命周期

Keap 的优缺点

✅ 优点
  • All-in-one platform for CRM, email marketing, and e-commerce tools
  • Advanced marketing automations with a visual drag-and-drop builder
  • Built-in lead scoring and lead capture tools
  • 每个方案均包含专属客户成功经理。
  • 14 天免费试用,可体验所有功能
❌缺点
  • High monthly fee — $299/month is steep for new small businesses
  • One-time $499 onboarding coaching fee adds to startup costs
  • 随着联系人列表的增长,价格会显著上涨。
  • Can feel like more platform than a simple business needs

什么是 Capsule CRM?

Capsule CRM 是一个基于云的 CRM 平台,专为中小型企业设计。

It focuses on “powerful simplicity” — giving you the core contact management and sales pipeline tools without overwhelming complexity.

The platform centralizes emails, calls, and files in one hub so every team member can see the latest customer information.

Capsule CRM includes project management boards that link directly to won deals.

It integrates with Google Workspace, Microsoft 365, QuickBooks, and Mailchimp, plus over 60 native integrations total.

Capsule CRM - 评测与演示

胶囊客户关系管理

Capsule CRM is a budget-friendly CRM solution for small businesses that want clean contact management and visual sales pipelines. It offers a free plan for up to 250 contacts and paid plans starting at $18 per user per month.

胶囊式客户关系管理定价

Here’s what Capsule CRM costs in 2026. Plans are per user and billed annually.

计划价格最适合
自由的$0Individuals or tiny teams with up to 250 contacts
起动机每用户每月 18 美元Small businesses ready to grow beyond the free plan
生长每用户每月 36 美元Growing teams needing more contacts and workflow automation

Pricing verified April 2026.

胶囊式客户关系管理定价

免费试用: Yes — Capsule CRM offers a free version for up to 250 contacts and 2 users with no time limit. Paid plans include a free trial period.

退款保证: Capsule CRM offers a discount of up to 15% when you pay annually. Check their terms for refund policy details before upgrading.

📌 笔记: The free version includes a 50MB storage limit and does not include 报道 functionality. If you need analytics and generate reports regularly, you’ll need a paid plan.

⚠️ 警告: Capsule CRM’s email tracking requires you to BCC a specific address to save communications. This can become cumbersome for high-volume email 外联 compared to more automated CRM solutions.

Capsule CRM 的主要优势

Here’s what makes Capsule CRM a strong pick for budget-conscious teams:

  • 免费方案: Capsule CRM’s free version supports up to 250 contacts and 2 users. This gives startups and solo operators a zero-cost way to start managing customer 数据.
  • 清洁联系人管理: The platform gives you a 360-degree view of every contact record — including communication history, notes, and 社交媒体 profiles. This makes it easy to track every customer interaction without digging through separate tools.
  • 多条销售渠道: Capsule CRM lets you create custom sales pipelines to match your specific business process. You can run multiple sales pipelines side-by-side from one dashboard.
  • 项目看板: Capsule CRM includes project management boards linked directly to won deals. This helps teams manage post-sale delivery work without switching to a separate project tool.
  • Google Workspace 集成: Capsule CRM integrates with Google Workspace and Microsoft 365. You can add contacts and manage tasks directly from Gmail without leaving your 收件箱.
  • 便于使用: G2 reviews frequently highlight Capsule CRM’s clean, user-friendly interface. Most teams can get started without extensive training or a dedicated administrator.
胶囊首页

What Our Team Noticed

Note: Our hands-on experience with Capsule CRM is limited. The information below is based on Capsule CRM’s published documentation and user reviews from G2 and other review platforms.

Capsule CRM 的优点和缺点

✅ 优点
  • Free plan available for up to 250 contacts and 2 users
  • Clean, user-friendly interface with minimal training required
  • Multiple sales pipelines and project boards in one platform
  • Integrates with Google Workspace, Microsoft 365, and Mailchimp
  • Mobile apps available for iOS 和安卓
❌缺点
  • Lacks advanced marketing automations and email campaign builder
  • Email tracking requires manual BCC — not automated
  • Free plan has no reporting functionality and only 50MB storage
  • Customer support is email-only — no live chat available

功能对比

Let’s break down how Keap and Capsule CRM handle the features that matter most to small businesses.

特征基普胶囊客户关系管理
起价每月 299 美元(按年计费)免费/18美元/用户/月
免费计划✅ (up to 250 contacts)
营销自动化✅ 高级✅ Basic (workflow automation)
领先得分
落地页生成器
Invoicing & Payment Processing
销售渠道✅ (multiple pipelines)
项目看板
Google Workspace 集成
移动应用
最适合自动化程度高的小型企业简易联系人管理

1. 营销自动化

Keap: Keap’s automation capabilities are the core of the platform. The Campaign Builder uses a visual drag-and-drop interface to create complex workflows based on when-then logic. You can automate email follow-ups, send 文本 messages, assign tasks, and trigger actions based on customer interactions — all without manual effort. Keap also includes AI-powered tools that can draft email copy and suggest automation steps based on natural language prompts.

Keap CRM自动化构建器

胶囊型客户关系管理: Capsule CRM includes workflow automation tools, but they are more basic by comparison. You can create “Tracks” — templated task lists for repeatable processes like client onboarding. Multi-step workflow automation is available on higher-tier plans. Capsule CRM does not offer the same depth of email campaign automation or AI-assisted workflow building that Keap provides.

2. 销售渠道

Keap: Keap provides a visual view of sales pipelines that lets you see every deal and its current stage at a glance. The platform ties pipeline management directly to its automation tools, so actions like follow-up emails or task assignments can trigger automatically as a lead moves through the sales process. Lead scoring helps your sales team know which contacts to prioritize.

Keap CRM的销售渠道

胶囊型客户关系管理: Capsule CRM lets you create multiple sales pipelines to match different business processes. Its sales dashboard gives you a clear overview of all opportunities, their current status, and revenue forecasting data. G2 reviews frequently highlight Capsule CRM’s pipeline features as straightforward and easy for new users to pick up quickly.

胶囊销售渠道

3. 联系人管理

Keap: Keap’s CRM stores all customer data in one system. You can tag and segment contacts for hyper-targeted email marketing campaigns. The platform also supports custom fields for tracking the specific information your business needs. Keap’s contact records connect directly to its automation and payment tools, so the customer journey stays in one place.

Keap CRM

胶囊型客户关系管理: Contact management is where Capsule CRM shines. The platform gives you a 360-degree view of each contact record, including communication history, notes, files, and 社交媒体 profiles. Capsule CRM eliminates data silos by centralizing all customer interactions in a single hub. Custom fields let you track industry-specific data points not covered by default fields.

胶囊接触管理

4. 电子邮件营销

Keap: Keap includes a full email marketing platform with campaign builder tools, segmentation, and automated sequences. You can send hyper-targeted messages based on CRM tags and contact behavior. Keap also includes a web form builder for lead capture that feeds directly into email campaigns and automation workflows. Keap claims a 99.5% email deliverability rate, according to its published documentation.

Keap 电子邮件营销

胶囊型客户关系管理: Capsule CRM’s native email marketing tools are more limited. It integrates with Mailchimp through its 转发器 integration, which allows users to manage marketing campaigns from within the CRM. However, email tracking requires manually BCCing a specific Capsule address, which adds friction to high-volume outreach compared to Keap’s built-in approach.

✅ 如何使用 Capsule CRM 发送电子邮件🔴

5. 线索管理和评分

Keap: Keap’s lead scoring feature assesses each prospect’s interest level based on their engagement with your emails, landing pages, and other touchpoints. This lets your sales team focus on the hottest leads instead of working through a contact list manually. The platform also automates lead capture through web forms and checkout forms that connect to your CRM and follow-up sequences.

Keap 线索管理和跟踪

胶囊型客户关系管理: Capsule CRM handles lead management through its contact management and sales pipeline views. There is no built-in lead scoring feature. You can track sales opportunities and assign tasks, but qualifying leads by engagement score requires a third-party integration or manual review of contact records.

⚠️ 警告: If lead scoring is a core part of your sales process, Capsule CRM will require additional tools or workarounds. Keap’s built-in lead scoring is a meaningful differentiator for businesses with high lead volume.

6. 着陆页和潜在客户获取

Keap: Keap includes a landing page builder that lets you create and connect multiple landing pages to specific sales campaigns. You can build web forms that automatically add new leads to your CRM and trigger automation sequences. This keeps lead capture and follow-up in the same system, reducing the need for third-party tools.

Keap CRM 的着陆页

胶囊型客户关系管理: Capsule CRM does not include a native landing page builder. If you need to build landing pages for lead capture, you’ll need to use a separate tool and connect it to Capsule CRM via Zapier or another integration. This adds complexity and potential monthly fees to your tech stack.

7. 开票和付款处理

Keap: Keap includes built-in invoicing and numerous payment processing integrations. You can create checkout forms, send invoices, collect payments, and set up recurring billing directly in the platform. For small businesses that sell services or products online, this e-commerce functionality reduces the number of separate tools needed.

胶囊型客户关系管理: Capsule CRM does not include native invoicing or payment processing. It integrates with QuickBooks and Xero for 会计 purposes, but billing and payment collection must happen in those separate tools. If invoicing is central to your workflow, this is a gap worth noting.

8. 集成

Keap: Keap integrates with over 2,500 platforms and tools, including popular third-party tools across e-commerce, 会计, and productivity categories. This broad integration library means you can connect Keap to most tools your business already uses without needing a custom solution.

Keap AI

胶囊型客户关系管理: Capsule CRM supports over 60 native integrations with tools like QuickBooks, Mailchimp, Xero, and Zapier. Via Zapier, users can create custom integrations with over 1,000 additional apps. Google Workspace and Microsoft 365 integrations are available, though these currently support one-way sync — updates in Capsule do not reflect back in those services automatically.

将 WPForms 与 Capsule CRM 集成 | 分步教程 | Bit Integrations

9. 报告与分析

Keap: Keap provides reporting across sales pipelines, email campaigns, and automation performance. You can track conversion rates, revenue trends, and lead behavior from one dashboard. This gives growing businesses the data they need to refine their sales process over time.

胶囊型客户关系管理: Capsule CRM’s reporting tools provide insights into conversion rates, pipeline health, and revenue forecasting on paid plans. The free version does not include reporting functionality at all. G2 reviews note that while the reporting features are solid for small teams, they are more basic compared to dedicated analytics platforms.

您盈利了吗?如何使用 Capsule CRM 的销售分析功能

10. 定价与成本

计划基普胶囊客户关系管理
自由的❌(仅限14天试用)✅ 0 美元(最多 250 个联系人)
入门级付费计划每月 299 美元(按年计费)每用户每月 18 美元
中级每用户每月 36 美元
其他用户每用户每月额外收费 30 美元Per-user pricing on all plans

Keap: Keap’s $299/month price covers a full suite of CRM, automation, email marketing, and e-commerce tools. For businesses that would otherwise pay for multiple separate tools, this can represent good value. However, the monthly fee is high for new or very small businesses with tight budgets. The additional $30 per user per month and contact-based pricing increases mean costs can climb quickly.

胶囊型客户关系管理: Capsule CRM’s pricing model is far more accessible for small businesses and startups. The free plan is a genuine starting point for very small teams. Paid plans start at $18 per user per month — a fraction of Keap’s cost. Capsule CRM offers up to 15% off when billed annually, which adds additional savings for committed users.

不同场景

如果您需要……选择为什么
销售和营销自动化基普Full campaign builder with drag and drop tools
Budget-friendly CRM with free plan胶囊客户关系管理Free plan supports 250 contacts
内置发票和支付功能基普No third-party tool needed
简易联系人管理胶囊客户关系管理Cleaner interface, lower learning curve
落地页构建器基普Capsule CRM has no native option
领先得分基普基于参与度的自动评分
Post-sale project management胶囊客户关系管理Built-in project boards linked to deals

💰 您的预算

Capsule CRM wins on price. The free plan covers up to 250 contacts, and the Starter paid plan is $18/user/month. Keap is $299/month billed annually plus a one-time $499 onboarding fee, which is a significant upfront cost for early-stage businesses.

🔌 您的技术栈

Keap connects to over 2,500 third-party tools, making it easier to build a connected sales stack. Capsule CRM covers the essentials with 60+ native integrations and Zapier access, which is enough for most small businesses that don’t need deep custom integrations.

📝 您的销售流程

If your sales process involves automated follow-ups, lead nurturing campaigns, and checkout forms, Keap is built for that workflow. If your sales process is simpler — track contacts, manage opportunities, close deals — Capsule CRM handles that well without the complexity.

🎓您的经验水平

Capsule CRM is the more beginner-friendly choice. Its interface is clean and doesn’t require training to start using. Keap offers onboarding support and training webinars, but the depth of its features means new users will spend more time learning the platform.

🆓 免费试用和演示

Keap offers a 14-day free trial with access to all features — a good window for testing automation and campaign tools. Capsule CRM’s free plan has no time limit, so you can evaluate it at your own pace before deciding to pay.

🛟 支持选项

Keap includes 24/7 chat support, email support, and phone support Monday through Friday. Every plan includes a dedicated customer success manager. Capsule CRM’s support is email-based, which some users find slow for urgent issues — live chat is not available.

切换指南

已经在使用这些工具了吗?如果您决定切换到其他工具,以下是您可能会遇到的情况。

🔄 从 Keap CRM 切换到 Capsule CRM?

✅ 你将获得:

  • A free plan and lower monthly fees — especially for small teams
  • A cleaner, simpler interface with a lower learning curve
  • Project boards for managing post-sale delivery work

❌ 你会失去什么:

  • Advanced marketing automation and the Campaign Builder
  • Built-in invoicing and payment processing tools
  • Lead scoring and the dedicated business phone line

📋 如何切换:

  1. Export your contacts and custom fields from Keap as a CSV file
  2. Sign up for a Capsule CRM account and import your contact list
  3. Recreate your sales pipelines and connect Mailchimp or another email tool for campaigns
🔄 从 Capsule CRM 切换到 Keap?

✅ 你将获得:

  • Full sales and marketing automation with a visual campaign builder
  • 内置发票、支付处理和电子商务工具
  • Lead scoring to prioritize your hottest prospects automatically

❌ 你会失去什么:

  • Keap 的免费方案——从第一天起就需要付费订阅。
  • Built-in project boards for post-sale delivery management
  • Simpler pricing — Keap costs more and adds a one-time onboarding fee

📋 如何切换:

  1. Export your contacts and sales data from Capsule CRM
  2. 立即开始您的 Keap 14 天免费试用,并导入您的联系人列表
  3. Work with your Keap customer success manager to set up your first automation campaign

What Our Review Didn’t Cover

This comparison focused on individual users and small business teams. We didn’t evaluate enterprise-level deployments, custom API integrations, or how either platform performs at scale with thousands of contacts. Our observations on Keap come from hands-on use; observations on Capsule CRM are based on documentation and published reviews. If you’re managing a team of 50 or more users, or have complex e-commerce requirements, your experience may differ significantly from what we’ve described here.

最终判决

类别优胜者
💰 定价胶囊客户关系管理
🚀 营销自动化基普
📋 Contact Management胶囊客户关系管理
🎯 线索管理基普
📧 电子邮件营销基普
👶 易用性胶囊客户关系管理
🔌 集成基普
🛟 支持基普
🏆 总冠军基普

🏆 获胜者:KEAP

Keap 在 8 个类别中赢得了 5 个类别。

最适合: small businesses that need marketing automation, solopreneurs running email campaigns, and sales teams that want lead scoring and invoicing in one platform

Keap and Capsule CRM solve different problems.

Keap is an automation-first platform that handles your entire customer journey from lead capture to payment.

Capsule CRM is a contact-first platform that keeps things clear and organized without the added complexity.

Capsule CRM is the better choice for businesses that want a straightforward CRM with a low monthly fee and no steep learning curve.

However, if your business needs to automate sales campaigns, score leads, and collect payments in one place, Keap is the stronger platform.

Keap 的比较

Here’s how Keap stacks up against other CRM and automation platforms:

Keap 对阵 GoHighLevel

Keap 获胜理由: Simpler onboarding for small teams, dedicated customer success manager, cleaner interface for solopreneurs

GoHighLevel 获胜: White-labeling for agencies, broader funnel builder tools, better value for marketing agencies managing multiple clients

Keap 与 ActiveCampaign 对比

Keap 获胜理由: Built-in invoicing and payment processing, dedicated business phone line, all-in-one e-commerce features

ActiveCampaign 获胜方式: More advanced email marketing automation at lower starting prices, larger template library for email campaigns

Keap 与 HubSpot 对比

Keap 获胜理由: Included payment processing, simpler automation setup for non-technical users, lower cost for full feature access

HubSpot 在以下方面胜出: Free CRM tier with more contacts, broader suite of marketing tools, better reporting at scale

Keap 对阵 管道驱动

Keap 获胜理由: Full marketing automation suite, built-in landing page builder, lead scoring across the sales pipeline

Pipedrive 获胜: Cleaner sales pipeline interface, lower starting price, better fit for pure sales teams that don’t need marketing features

相比之下,Capsule CRM 的优势更多

Here’s how Capsule CRM holds up against other CRM platforms in its category:

Capsule CRM 与 HubSpot 的比较

Capsule CRM 的优势在于: Simpler interface with less setup time, lower cost per user on paid plans, project boards for post-sale work

HubSpot 在以下方面胜出: More powerful free tier, broader marketing tools, better reporting and analytics at scale

Capsule CRM 与 Pipedrive 的比较

Capsule CRM 的优势在于: Free plan available, project management boards, lower entry-level pricing for small teams

Pipedrive 获胜: More visual pipeline management, better sales forecasting tools, native automation at lower tiers

Capsule CRM 与 Zoho CRM 的比较

Capsule CRM 的优势在于: Cleaner interface and faster adoption, better for teams that don’t need complex CRM configuration

Zoho CRM 的优势在于: Significantly more features including AI scoring, deeper e-commerce tools, more affordable at scale for larger teams

常见问题解答

Keap是做什么用的?

Keap is a CRM and sales and marketing automation platform designed for small businesses and solopreneurs. It automates email follow-ups, manages sales pipelines, builds landing pages, processes payments, and runs marketing campaigns — all from one dashboard. Keap was formerly known as Infusionsoft before rebranding to focus specifically on small business automation.

Keap容易使用吗?

Keap has a moderate learning curve. The platform offers onboarding checklists, training webinars, and a dedicated customer success manager to help new users get started. Basic setup can be done quickly, but getting the most out of the automation features takes more time and often benefits from structured onboarding support.

Capsule CRM是用来做什么的?

Capsule CRM is used for contact management, sales pipeline tracking, and team task coordination. It centralizes customer data, emails, and files in a single hub so teams can track every interaction. The platform also includes project boards for managing post-sale work and integrates with tools like Google Workspace, Mailchimp, and QuickBooks.

Capsule CRM 的价格是多少?

Capsule CRM has a free plan for up to 250 contacts and 2 users. Paid plans start at $18/user/month for the Starter tier, with higher tiers at $36 (Growth), $60 (Advanced), and $75 (Ultimate) per user per month. Annual billing saves up to 15% across all paid plans.

Which is better for small businesses — Keap or Capsule CRM?

It depends on what your small business needs. Keap is better for businesses that want to automate their sales and marketing process end-to-end, including email campaigns, lead scoring, and payment collection. Capsule CRM is better for businesses that want a simple, affordable CRM to manage contacts and track deals without the complexity or cost of a full automation platform.

Does Keap offer sales automation features for small business?

Yes — Keap’s sales automation covers the full sales cycle from lead score assignment to post-sale follow-up. The platform is user friendly enough for solo operators but powerful enough for small sales teams. A capsule crm review would show a simpler approach to automation, while Keap goes deeper with crm solutions that include e commerce features, lead scoring, and sales campaigns. Users looking to increase conversions from their contact list often find Keap’s automated actions helpful for nurturing prospects. Capsule CRM is easy to use and a great tool — making it easy capsule for teams that need a lighter crm solution. Other crms in this space include Pipedrive and HubSpot. If you’re scaling e commerce businesses or e commerce tools usage, a keap review of its campaign builder quickly shows the advantage it holds. Capsule’s content assists and help desk functionality are more limited than Keap’s, but for small teams focused on keeping track of customer data and sales opportunities, it provides excellent core features as a crm system. Both tools support your growth goals — just in different ways.

What are the key features of Keap?

Keap features include an automation builder, email marketing campaigns, sales pipeline management, lead scoring, landing pages, checkout forms, invoicing and payment processing, a dedicated business line, and Keap 人工智能工具. These keap features eliminate the need for multiple third party tools by consolidating your sales and marketing into one system. Keap plans are offered at $299/month annually, covering the full platform.

Is Keap good for e-commerce businesses?

Yes. Keap offers solid e-commerce tools including checkout forms, payment processing, and the ability to run cross sells through automated campaigns. E-commerce businesses benefit from Keap’s ability to track customer interactions and trigger follow-up automation based on purchase behavior. The keap app also supports managing your pipeline on the go via mobile apps.

How does Capsule CRM handle account management and reporting?

Capsule CRM provides solid account management features for keeping track of customer interactions, sales opportunities, and communications. The reporting features on paid tiers let you generate reports on sales performance, pipeline health, and conversion rates. The free version does not include reporting tools, so teams that need to analyze data regularly should consider a paid plan — billed annually for the best value.

What are the advanced features in Capsule CRM?

Capsule CRM’s advanced features include multi-step workflow automations, project boards, premium integrations with tools like Xero and QuickBooks, and full integration with Google Workspace (g suite) and Microsoft 365. The platform makes it easy to use capsule for account management across the full sales cycle. Teams looking for a more straightforward experience with other CRMs often find Capsule’s simplicity a refreshing change.

Does Capsule CRM offer free migration or 非营利组织 有折扣吗?

Keap offers free migration services as part of its onboarding process, helping new users move contact data and business strategy assets from their existing CRM. Capsule CRM does not prominently advertise a specific free migration or non profits discount program. Both platforms have add ons and third party integrations available to extend their core CRM functionality. If lead generation and increasing conversions through automated actions is a business strategy priority, Keap’s tools give you more built-in options for driving more leads and generating repeat business through sales campaigns.

Fahim Joharder,创始人

Fahim Joharder,创始人

测试过 900 多款人工智能工具。月活跃读者超过 25 万。

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