Capsule CRM vs Close.io: What are the differences?
Developers describe Capsule CRM as "The easy online CRM for doing business". Use Capsule to keep track of the people and companies you do business with, communications with them, opportunities in the pipeline, and what needs to be done when. On the other hand, Close.io is detailed as "The inside sales CRM of choice for SMBs". Close allows startups to close more deals and make more sales. Salespeople can spend more time communicating with their customers and less time on data entry because all activities are automatically tracked.
Capsule CRM and Close.io belong to "CRM" category of the tech stack.
Some of the features offered by Capsule CRM are:
- The contact page gives you a birds eye view of everything you know about a contact so that you can keep track of the people, companies and other organizations that you do business with.
- Use Capsule to track bids, deals, proposals and other opportunities.
- Manage your to-do list and calendar using tasks in Capsule to ensure things don't get forgotten.
On the other hand, Close.io provides the following key features:
- Automatic 2-way email sync
- Email open tracking
What is Capsule CRM?
What is Close.io?
Need advice about which tool to choose?Ask the StackShare community!
What are the cons of using Capsule CRM?
What are the cons of using Close.io?
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When I started at StackShare, I needed an easy way to create a pipeline of the different partners we were engaged with, and track the status of those conversations. Having just begun to explore partnerships in earnest, our needs at StackShare don't necessitate something as robust as Salesforce Sales Cloud, Close.io or similar offerings that exist.
Nevertheless, I didn't want one more Google Doc to track things either, and I heard about Streak, so I figured I'd give the free version a try. So far, it has accommodated everything I need, and it integrates simply with Gmail which meant I had it running in a few minutes. You can create a pipeline entry directly from an email thread, which I find useful compared to logging into a separate platform, and there is basic functionality for scheduling follow-ups and tasks. The pipeline stages are fully customizable as are the fields you can add - (I added a note field to explain why someone may be in the "Backburner" stage, for example).
As we scale our Business Development initiatives and grow our team, we'll likely need to look at upgrading Streak or incorporating other tools like Yesware. But, for a quick and easy way to organize a sales pipeline and track the respective conversations, the Streak free version nicely accommodates what I need and has been very helpful in managing discussions with a variety of partners thus far.