When it comes to choosing a CRM (customer relationship management) software for your business, there are many factors to consider. Two of the most popular CRMs on the market today are Insightly and Capsule CRM. In this article, we'll pit the two against each other in an in-depth comparison, covering features, ease of use, pricing, and more.

Features

Insightly and Capsule CRM offer a wide range of features for managing your customer relationships. Both CRMs come with standard features like contact and lead management, deal tracking, task and activity management, and reporting. However, each CRM also has a few unique features that set it apart from the other.

Insightly Features

Insightly's standout features include its integration with Google Apps and Office 365, as well as its project management capabilities. With Insightly, you can create projects and track their progress with Kanban boards, Gantt charts, and custom fields. You can also add tasks to projects and assign them to team members. Finally, Insightly's integration with Google Apps and Office 365 allows you to sync your contacts, calendars, emails, and files between the two platforms.

Capsule CRM Features

Capsule CRM's standout features include its social media integration and its ability to track emails. With Capsule CRM, you can connect your Twitter, Facebook, and LinkedIn accounts to the CRM and view your contacts' social media activity in their profiles. Capsule CRM also allows you to track your emails, so you can see when a contact has opened or clicked on a link in an email you've sent them. This is a great way to gauge your contacts' engagement with your emails.

Ease of Use

Insightly and Capsule CRM are both fairly easy to use, but each CRM has its own quirks that may make it more or less user-friendly for you and your team. With any CRM, there is a bit of a learning curve as you get used to the interface and figuring out how to best use the software to fit your needs. However, both Insightly and Capsule CRM offer free trials, so you can test out each CRM and see which one is a better fit for you before committing to a paid plan.

Insightly Ease of Use

Insightly is a fairly straightforward CRM to use. The interface is clean and minimalistic, which makes it easy to find what you're looking for. The main navigation bar is divided into four sections: People, Organizations, Projects, and Activities. Within each section, you'll find a variety of sub-sections that allow you to drill down into the data you're looking for. For example, under the "People" section, you can view your contacts, leads, and customers. And under the "Organizations" section, you can view your companies, deals, and quotes. Overall, Insightly is a fairly easy CRM to use, although there is a bit of a learning curve as you get used to the interface.

Capsule CRM Ease of Use

Capsule CRM is also a fairly easy CRM to use. The interface is similar to Insightly's in that it is clean and minimalistic. The main navigation bar is divided into four sections: People, Organizations, Opportunities, and Cases. Within each section, you'll find a variety of sub-sections that allow you to drill down into the data you're looking for. For example, under the "People" section, you can view your contacts, leads, and customers. And under the "Organizations" section, you can view your companies, deals, and quotes. Overall, Capsule CRM is also a fairly easy CRM to use, although there is a bit of a learning curve as you get used to the interface.

Pricing

Insightly and Capsule CRM both offer free plans for small businesses and have tiered pricing plans for larger businesses. With both CRMs, you'll get more features and storage as you move up to the higher-priced plans. However, Capsule CRM is generally more expensive than Insightly, although the two CRMs are comparable in terms of features and storage.

Insightly Pricing

Insightly offers a free plan for businesses with up to 2 users. The free plan includes unlimited contacts, leads, and organizations, as well as 2GB of file storage. For businesses that need more than 2 users, Insightly offers a tiered pricing plan starting at $29/month for 5 users. The tiered pricing plan includes unlimited contacts, leads, and organizations, as well as 5GB of file storage. For businesses that need even more storage, Insightly offers a custom pricing plan starting at $49/month for 5 users. The custom pricing plan includes 10GB of file storage.

Capsule CRM Pricing

Capsule CRM offers a free plan for businesses with up to 2 users. The free plan includes unlimited contacts, companies, and opportunities, as well as 2GB of file storage. For businesses that need more than 2 users, Capsule CRM offers a tiered pricing plan starting at $12/month per user. The tiered pricing plan includes unlimited contacts, companies, and opportunities, as well as 5GB of file storage. For businesses that need even more storage, Capsule CRM offers a custom pricing plan starting at $24/month per user. The custom pricing plan includes 10GB of file storage.

Conclusion

Insightly and Capsule CRM are both great CRM options for small businesses. They offer a wide range of features, are fairly easy to use, and have free plans for businesses with up to 2 users. However, Capsule CRM is generally more expensive than Insightly, although the two CRMs are comparable in terms of features and storage. Ultimately, the best CRM for your business will be the one that best fits your needs. Try out both Insightly and Capsule CRM and see which one works better for you and your team.