Capsule CRM vs Insightly
Overview
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Detailed Comparison
With integrations to Google Apps, Office 365, MailChimp, and major social media sites; great mobile apps for tablets and smart phones; and easy access to a REST API for custom integration, Insightly is the leading small business CRM. | 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. |
Flexible Calendaring and Events;Automatic Address Book;Notes and Comments;Lightning Fast Search;Custom Fields and Filters;File Sharing;Web to Contact;Tags, Notification, and Following;Linking (Direct Relationships Between Contacts, Organizations, Opportunities, Projects);Mass Email Contacts with MailChimp Integration;Create Milestones, Pipelines and Tasks for Projects;Get Automatic Email Reminders;Specify Roles for Contacts;Track All Email Correspondence;View Completed Tasks and Events by Project;Include Any Files Associated with the Project;View Task and Event Reports;
Google Apps & Gmail;Google Drive;Office 365 and Outlook 2013;Invite New Users, Set Up Teams, and Create User Permissions;Customize Insightly – Set Up Relationships, Pipelines and Activity Sets for Your Users, Add Custom Fields;Rest Assured That Your Data is Safe, Secure and Private | 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.;Create custom categories using tags such as vendor, lead, customer.;Manage groups of contacts with lists |
Statistics | |
Stacks 31 | Stacks 21 |
Followers 32 | Followers 15 |
Votes 0 | Votes 1 |
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Integrations | |
What are some alternatives to Insightly, Capsule CRM?
Salesforce Sales Cloud
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Pipedrive
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Streak
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OnePageCRM
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Highrise
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Close.io
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Odoo
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Zoho CRM
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Lemprep
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Captira Bail Management Software
#1 Bail software for 15+ years to service Bail Agents and Bail Agencies. Captira includes the best CRM type features to manage defendants and indemnitors plus it includes eSign, GPS check-ins, GeoFence, Bail Pay, and powerful automation. All built to simplify case management and boost efficiency.
