Ever feel lost trying to pick the right tool for your business?
Do you know you need a 客户关系管理, but is 铜 CRM 与胶囊 CRM?
It isn’t very clear! You’re stuck.
Imagine losing customers because your data is a mess.
Don’t worry, you’re not alone. Let’s break down 铜 客户关系管理 vs Capsule CRM.
We’ll look at what each one does, their differences, and which might best fit your needs.
概述
We dove deep into Copper and Capsule 客户关系管理, testing their features, user interfaces, and overall functionality.
This hands-on experience allowed us to pinpoint key differences and similarities, giving you a clear picture for comparison.
想要一款能与你的 Google 应用无缝集成的 CRM 系统吗？体验更顺畅的工作流程！
定价： It has a free trial. The premium plan starts at $9/month.
主要特点：
- Google Workspace 集成
- 联系人管理
- 管道管理
Based on our data, Capsule CRM is the budget-friendly choice. Focused on simplicity and savings.
定价： It has a free trial. Paid plan starts at $18/month
主要特点：
- 联系人管理
- 销售管道管理
- Project Boards
什么是 Copper CRM？
Die Plattform bündelt viele Basisfunktionen – wie Hosting, mobile Responsivität und Designvorlagen – in einem Paket. 客户关系管理 as your super-organized friend.
It lives inside Google Workspace.
That means your emails, contacts, and calendar all work together.
It’s built to 制作 sales teams happy.
此外，探索我们最喜欢的 Capsule alternatives…
我们的观点
别再每周浪费 10 个小时手动输入数据了！Copper CRM 软件可自动化您的销售流程，并与 Google Workspace 无缝集成。
主要优点
Copper CRM 的简洁性和集成性非常出色。它的优势如下：
- 轻松集成 Google Workspace： 无需离开 Gmail 收件箱即可管理您的联系人、交易和项目。
- 直观的界面： 即使对于 CRM 初学者来说，Copper 也很容易导航。
- 可视化管道管理： 清晰了解您的销售流程并轻松跟踪交易。
- 自动数据输入： Copper 自动从电子邮件和其他交互中捕获联系信息，节省时间和精力。
定价
所有价格将按年计费。
- ,” “plano de projeto” ou “calendário de conteúdo”).：9 美元/座位/月。
- 基本的：23 美元/座位/月。
- 专业的：59 美元/席/月。
- É onde todos os seus projetos e tarefas são organizados.：99 美元/席/月。
Você pode ter mais de um espaço de trabalho.
缺点
什么是 Capsule CRM？
胶囊 客户关系管理 keeps things simple.
It’s like a digital notebook for your contacts and deals.
Easy to use. You can track your sales without getting lost.
It’s built for small teams.
此外，探索我们最喜欢的 铜 CRM 替代品…
我们的观点
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.
主要优点
- 简单的联系人管理。
- 轻松跟踪销售渠道。
- 与许多应用程序集成。
- 可定制字段可用。
- 可随时随地访问的移动应用程序。
定价
- ,” “plano de projeto” ou “calendário de conteúdo”).：每位用户每月 18 美元。
- 生长：每位用户每月 36 美元。
- 先进的：每位用户每月 54 美元。
- 最终的：每位用户每月 72 美元。
Você pode ter mais de um espaço de trabalho.
缺点
功能比较
Choosing between Copper CRM and Capsule CRM can be tricky. Both are designed to manage your customer relationships.
This section breaks down nine key differences so you can pick the best crm solution for your sales team.
1. Core Integrations (The Google Factor)
- Copper CRM: This tool is famous for its deep Google Workspace integration (formerly G Suite). You can manage leads, companies, and projects without leaving your Gmail 收件箱. It works perfectly with Google Calendar, Google Docs, and Google Sheets.
- 胶囊型客户关系管理： While it connects with Google products, its integration isn’t as deeply embedded as Copper’s integration. Capsule focuses on being platform-neutral, meaning it works well with other tools like Outlook and Microsoft 365, giving you more flexibility.
2. Automation and Workflows
- Copper CRM: Copper excels here. It offers powerful workflow 自动化 to automate tasks. For example, when a new lead comes in, Copper can automatically create follow-up tasks directly and even trigger automated emails. These advanced capabilities save hours of manual data entry.
- 胶囊型客户关系管理： Workflow automation is available but has limited features on lower tiers. It focuses more on simple task triggers and “Tracks” to help you easily track your sales process.
3. Sales Pipeline Flexibility
- Copper CRM: It allows you to create pipelines for different sales process needs, but the number of multiple pipelines available depends on your plan. It gives your sales team a visual way to manage deals.
- 胶囊型客户关系管理： Capsule also supports multiple sales pipelines, making it a great tool for managing varied business processes, such as sales and project management, even on the lower paid monthly plans.
4. Lead Scoring and Website Tracking
- Copper CRM: On its higher plans, like the business tier, Copper includes features like lead scoring and website tracking. This helps sales reps prioritize the hottest leads and see what actions clients take on your site.
- 胶囊型客户关系管理： These advanced features are generally missing from Capsule. It focuses more on post-contact engagement and simple contact management.
5. Price Point and Free Trial
- Copper CRM: Copper CRM pricing starts at $9 per user per month (Starter plan). But beware, the Starter plan has limited features and no sales pipeline. You need the professional plan or higher for full functionality.
- 胶囊型客户关系管理： Capsule offers a true free plan for up to two users, which is great for small businesses. Its paid plan tiers often offer more functionality at lower price points than Copper’s comparable tiers, making Capsule CRM cost-effective.
6. Interface and Gmail Inbox Use
- Copper CRM: Copper lives in your Gmail inbox via a fantastic Chrome extension (gmail extension). This means sales reps don’t have to switch tabs. Everything about a client is visible right there.
- Capsule CRM: Capsule uses a dedicated web application. It has its own strong Chrome extension, but it doesn’t try to disappear into your Gmail the way Copper does.
7. Marketing Tools and Email Sequences
- Copper CRM: The professional and business tier plans include features for sending bulk emails and setting up an email sequence (drip campaigns). It offers solid built-in marketing tools.
- 胶囊型客户关系管理： Capsule relies on integrations like Transpond for marketing automation and email templates. It focuses less on built-in marketing tools compared to Copper.
8. Project Management
- Copper CRM: Copper has built-in features for project management, allowing your team to manage deliverables and associate them directly with sales opportunities or companies.
- 胶囊型客户关系管理： Capsule also includes project management boards on its higher tiers. It’s simple and effective for keeping track of deliverables tied to specific contact management records.
9. Data Input and Manual Data Entry
- Copper CRM: Copper minimizes manual data entry by automatically pulling new contacts and customer data from your gmail and google calendar. It’s a huge time-saver.
- 胶囊型客户关系管理： While good, Capsule requires more manual work to get all your 客户数据 into the system, though it does offer simple import tools.
选择 CRM 软件时要注意什么？
- 核心功能： Does it offer a robust contact management system to handle all your contact records?
- 定价结构： Are there paid tiers or a free version? Consider if you pay annually or if it’s Bien qu'ils soient excellents avec les photos, ils ne disposent pas actuellement d'un optimiseur vidéo pour améliorer les vidéos..
- 报告： Can it generate reports with essential reporting tools 和 reporting features to analyze the sales cycle?
- User Adoption: Do other team members find it easy to 使用权? Look for an easy capsule or similar experience.
- 集成： Does it support 电子邮件营销? Does it have premium integrations and the option for other integrations?
- 具体特点： Does it have the key features you need, like lead management, account management, project boards, or custom fields?
- 自动化： Can it handle workflow automations to save time?
- Ecosystem Fit: If you use Google, does it integrate with Google Drive?
- 支持： Do they offer an account manager or a help desk? What does the latest capsule crm review say about support?
- 营销重点： Are there tools for marketing campaigns 和 lead generation?
最终裁决
So, which one wins? For most small to medium businesses, we lean towards Copper CRM.
It’s strong with Google Workspace. It automates tasks, which saves time.
It also provides deep insights. It’s a bit pricier, but the features are worth it.
If you use Google frequently, it’s a perfect fit. Both offer a 14-day free trial so that you can try them out.
But if you want a robust 客户关系管理 tool, Copper is our pick.
We’ve used both, and Copper makes life easier.
It boils down to your needs. If simplicity is key, Capsule is a solid choice.
However, Copper is the best choice if you’re looking for robust features and seamless Google integration.
Consider your team’s size and technical comfort when making your decision.
更多 Copper CRM
以下是 Copper CRM 与这些软件解决方案的简要比较：
- Copper CRM 与 Pipedrive 对比: Copper CRM 在 Google Workspace 集成和联系人管理方面表现出色，而 Pipedrive 则专注于为销售驱动型组织提供可视化销售渠道管理。
- Copper 与 GoHighLevel 对比Copper 最适合使用 Google 的团队。它使用简单，并且内置于 Gmail 中。GoHighLevel 是一款更强大的工具，可以满足营销代理的需求。它拥有更强大的自动化功能，可以管理多个客户。
- Copper CRM 与 Keap: Copper CRM 提供无缝的 Google 集成以简化 CRM，而 Keap 提供具有广泛功能的强大销售和营销自动化。
- Copper CRM 与 ActiveCampaign 对比: Copper CRM 提供直观的 Google Workspace 集成来管理客户互动，而 ActiveCampaign 则专注于高级营销自动化和详细的客户细分。
- Copper CRM 与 Hubspot: Copper CRM 优先考虑深度 Google Workspace 集成和易用性，而 HubSpot 则提供全面的营销、销售和服务工具套件。
- Copper CRM 与 Clickfunnels 对比: Copper CRM 是一个客户关系管理系统，而 ClickFunnels 是一个专门的销售漏斗构建器，旨在产生潜在客户并实现销售自动化。
- Copper CRM 与 Folk 对比: Copper CRM 与 Google Workspace 紧密集成，用于销售和联系人管理，而 Folk 则强调简单、协作的联系人组织和定制。
- Copper CRM 与 Instantly: Copper CRM 通过与 Google Workspace 集成提供完整的 CRM 体验，而 Instantly 主要是用于冷电子邮件活动的电子邮件推广工具。
- Copper CRM 与 ClickUp 对比: Copper CRM 是一款与 Google Workspace 紧密集成的专业 CRM，而 ClickUp 是一款多功能工作管理平台，包含 CRM 功能等。
- Copper CRM 与 Monday CRM 对比: Copper CRM 提供简单的、以 Google 为中心的 CRM 体验，而 Monday CRM 提供高度可定制的可视化工作流程和强大的项目管理功能。
- 铜 CRM 与胶囊 CRM: Copper CRM 提供深度 Google Workspace 集成和强大的销售渠道功能，而 Capsule CRM 是一款更简单的联系人管理器，专注于基本的销售跟踪。
- Copper CRM 与 Insightly: Copper CRM 专注于 Google Workspace 集成和直观的销售渠道，而 Insightly 提供具有项目管理和高级工作流自动化功能的更广泛的 CRM。
- Copper CRM 与 Freshsales CRM 对比: Copper CRM 提供具有可视化管道和 Google 集成的上下文 CRM，而 Freshsales CRM 提供 AI 驱动的潜在客户评分、高级分析和集成通信。
- Copper CRM 与 Salesforce: Copper CRM 提供与 Google Workspace 紧密集成的用户友好型解决方案。同时，Salesforce 是一款高度可定制、功能丰富的企业级 CRM。
Capsule CRM 的更多信息
以下是 Capsule CRM 与这些软件解决方案的简要比较：
- Capsule CRM vs Pipedrive: Capsule CRM 为管理联系人和销售提供了一个简单的解决方案，而 Pipedrive 则是一个可视化的销售管道管理工具。
- 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.
- Capsule CRM vs Keap: Capsule CRM 专注于简单、经济的联系人和销售跟踪；Keap 提供广泛的营销和销售自动化功能，但通常成本较高。
- Capsule CRM vs ActiveCampaign: Capsule CRM 提供可靠的联系人和管道管理，而 ActiveCampaign 则提供强大的营销自动化、电子邮件营销活动和高级细分功能。
- Capsule CRM vs Hubspot: Capsule CRM 是一款用户友好、经济实惠的 CRM，用于管理客户互动；HubSpot 提供大量营销、销售和服务工具，有免费和可扩展的付费选项。
- Capsule CRM vs Clickfunnels: Capsule CRM 是一款管理客户关系的工具；ClickFunnels 则专门用于构建销售漏斗和优化转换流程。
- Capsule CRM 与 Folk: Capsule CRM 是一个简单的联系人管理解决方案，而 Folk 则强调协作式联系人组织，并利用现代功能加以丰富。
- Capsule CRM 与 Instantly: Capsule CRM 侧重于一般联系人和销售管理；Instantly 则专为自动冷启动电子邮件和销售参与而定制。
- Capsule CRM vs Clickup: Capsule CRM 是一个专门的 CRM 解决方案，而 ClickUp 则是一个多功能工作管理平台，除项目和任务管理外，还包括 CRM 功能。
- Capsule CRM 与 Monday CRM: Capsule CRM 提供简单的联系人和销售管道管理；Monday CRM 提供高度可定制的可视化工作流程和广泛的团队协作功能。
- Capsule CRM 与 Insightly: Capsule CRM 侧重于易用性和联系人跟踪，而 Insightly 则提供更全面的 CRM 和高级项目管理功能。
- Capsule CRM vs Freshsales CRM: Capsule CRM 优先考虑销售和联系人管理的简便性，而 Freshsales CRM 则提供更强大的销售平台，具有人工智能驱动的洞察力和高级分析功能。
- Capsule CRM vs Salesforce: Capsule CRM is ideal for small to medium businesses seeking a simple, affordable CRM; Salesforce is an enterprise-grade CRM with extensive customization and scalability for large organizations.
- Capsule CRM vs Zendesk: Capsule CRM 专注于销售和客户关系管理，而 Zendesk 主要是一个客户服务平台，擅长票务和支持解决方案。
常见问题
Can I try both Copper CRM and Capsule CRM before deciding?
Yes, both Copper and Capsule CRM offer a 14-day free trial. This allows you to explore their features and determine which best suits your business needs without any financial commitment.
Which CRM is better for a small business with a tight budget?
Capsule CRM is generally more budget-friendly, especially for smaller teams. Its basic plan offers essential features at a lower price point, making it a good starting option.
Does Copper CRM integrate well with Google Workspace?
Absolutely. Copper CRM is explicitly designed to integrate seamlessly with Google Workspace. This means your emails, calendars, and contacts work together efficiently, enhancing your workflow.
Is Capsule CRM easy to learn for someone new to CRMs?
Yes, Capsule CRM is known for its user-friendly interface. It’s designed to be simple and intuitive, making it easy for beginners to learn and use without extensive training.
Which CRM offers more advanced automation features?
Copper CRM provides more robust automation capabilities. It allows you to automate workflows, saving time on repetitive tasks, which benefits businesses seeking to streamline their processes.
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