When it comes to choosing a CRM system for your business, it can be difficult to decide which one will be the best fit. There are many different CRM systems on the market, each with its own set of features and benefits. In this article, we'll be comparing two of the most popular CRM systems: Capsule CRM and Workbooks. We'll go over the key features of each system, as well as their pros and cons, to help you decide which CRM system is right for your business.
Capsule CRM
Capsule CRM is a popular CRM system that has been on the market for over 10 years. It's a cloud-based CRM system that offers a wide range of features, including contact and deal management, task and event scheduling, document storage, and reporting. Capsule CRM also offers a wide range of integrations, making it a good choice for businesses that use a variety of different software applications. Capsule CRM is a good choice for businesses of all sizes, but it's particularly well-suited for small businesses.
Key Features
Some of the key features of Capsule CRM include:
- Contact and deal management
- Task and event scheduling
- Document storage
- Reporting
- Integrations
Pros
Some of the pros of Capsule CRM include:
- Affordable pricing
- Easy to use
- Good for small businesses
- Wide range of features
- Good integrations
Cons
Some of the cons of Capsule CRM include:
- Limited customization options
- No mobile app
Workbooks
Workbooks is a CRM system that is designed for businesses of all sizes. It's a cloud-based CRM system that offers a wide range of features, including contact and deal management, task and event scheduling, document storage, and reporting. Workbooks also offers a wide range of integrations, making it a good choice for businesses that use a variety of different software applications. Workbooks is a good choice for businesses of all sizes.
Key Features
Some of the key features of Workbooks include:
- Contact and deal management
- Task and event scheduling
- Document storage
- Reporting
- Integrations
Pros
Some of the pros of Workbooks include:
- Flexible pricing
- Good for businesses of all sizes
- Wide range of features
- Good integrations
Cons
Some of the cons of Workbooks include:
- Complex interface
- No mobile app