Our view at Stack - Capsule CRM simplifies customer relationship management, streamlines sales processes, and saves time. Features include contact management, customisable sales pipelines, email integration, analytics, and workflow automation. It doesn't provide full email marketing functionality but it does allow you to connect to other tools.
It’s a simple fact – whatever kind of business you’re running, you need customers. Even if you’re only dealing with a small handful of customers or clients, you also need a way to keep track of all their details. That’s why customer relationship management (CRM) software is one of the most important tools you’ll ever use.
However, there are hundreds of CRMs available, and more are being released all the time. As a result, trying to find the best CRM for your business can be overwhelming, with lots of different factors to consider.
In this guide, we’ll examine two of the more popular options – Capsule and Copper – comparing their most important features and how they differ, so you can make the right decision for your business.
Capsule vs Copper: Free and starter plans
When you’re just getting started or you’re trying to cut costs, a free CRM is great for small businesses and teams on a budget. Capsule’s free plan gives you all the features you need to get started and get the most out of your customer relationships without needing to spend a penny. The free plan includes:
- 2 users
- 250 contacts
- 1 fully customizable pipeline
- Repeating tasks and Task queues
- Enriched social profiles
- Basic sales automation Tracks
- Gmail and Outlook integrations
- Unlimited lists
- 25 custom fields
- 1:1 technical support
Copper doesn’t currently offer a free plan, meaning the cheapest option is to go with the Starter plan.
Both Capsule and Copper offer Starter plans with useful features for small businesses.
| Capsule’s Starter plan | Copper’s Starter plan |
|---|---|
|
Starts from £14 ($18) p/m per user |
Starts from $9 p/m per user |
|
30,000 contacts |
1,000 contacts |
|
50 custom fields |
10 custom fields |
|
1 Customizable pipeline |
Pipeline not included |
|
1 Project management board |
Project management not included |
As you scale your business, you may benefit from one of the more advanced plans.
Capsule’s top plan – the Ultimate plan – comes with an assigned account manager, custom training sessions and priority support, all for £60 per user per month. You also get all the features from Capsule’s lower tiers, such as workflow automation and contact enrichment. Capsule’s Ultimate plan is designed to support businesses that want hands-on assistance while leveraging Capsule’s full potential.
Copper’s Business Plan is priced at approximately $99 per user per month. The plan includes unlimited contacts, along with custom reports and multi-currency support. The Business plan also includes premium support, with access to Copper’s customer success team. For organizations scaling with Google at the core of their operations, this plan offers the full range of Copper’s CRM tools with no cap on custom fields or pipelines.
Supporting small business to grow
Capsule is designed for small to medium-sized businesses looking for a simple but effective way to manage customer relationships. Capsule comes with all the tools you need to manage your contacts, track sales and nurture customer relationships, all without the complexity often found in larger CRMs.
Capsule’s App Marketplace connects your CRM with all your favorite business tools – including Google, Microsoft, and other platforms – so you can share data between apps and stay productive.
Copper, on the other hand, is designed for teams deeply integrated with Google Workspace, making it an ideal choice for businesses already invested in the Google ecosystem. If your team lives in Gmail, Google Calendar, and Drive, then Copper fits right in.
Ease of use
Capsule offers a simple, user-friendly interface that’s easy to navigate, with all the tools you need to manage and grow customer relationships. Capsule keeps the experience streamlined, making it easy for your team to adopt and use with minimal onboarding and training.
Capsule’s structure makes it simple for users to organize contacts, track pipelines and manage tasks effectively, with the ability to scale up as your business needs grow.
Copper integrates directly into Google Workspace, which can provide a natural experience for teams already working within Google’s ecosystem. However, its reliance on Google’s framework might add a layer of complexity for businesses unfamiliar with Google tools. Copper’s setup can require additional time to configure, especially for teams that need to integrate non-Google apps or workflows.
Pricing and affordability
Capsule is structured with small businesses in mind, offering core CRM functionality at a competitive price point. Capsule’s straightforward pricing ensures it’s accessible to small teams, with no hidden fees or compulsory onboarding costs.
Capsule’s free plan is very attractive for startups, providing essential CRM tools to get started without upfront investment. As you start to grow your business, then you can easily upgrade to one of the paid plans, starting at £14 per user per month.
Copper doesn’t offer a free plan, which may present a barrier for smaller businesses. Paid plans start from a reasonable $9 per user per month, which is a decent starting price for budget-conscious businesses. However, while Copper’s functionality is extensive, the cost can increase, rapidly, as teams expand or require more advanced automation and integration options, which are typically available in higher-tier plans.
Customization and flexibility
Capsule emphasizes flexibility across all plans, allowing you to tailor pipelines, data fields and layouts to fit your unique workflows. Capsule provides a user-friendly customization experience without requiring users to upgrade for access to essential custom fields or pipeline options.
Copper also offers customization, especially around pipelines and fields, which can be tailored to fit specific sales processes. However, certain features, like custom reports, are only available on the most expensive plan. Additionally, customization is most valuable for teams looking to embed CRM functionality into Google’s environment and may feel limited for teams looking to build outside of Google’s framework.
Customer support and security
Capsule is known for its responsive and supportive customer service, accessible to all customers regardless of plan. Capsule’s team prioritizes customer experience and offers a reliable support system that helps businesses troubleshoot issues quickly.
Copper also offers a wide range of support options, including live chat access available on all plans.
In terms of security, Capsule and Copper provide dependable security and data protection measures, with secure platforms that help users confidently manage their customer data. Capsule has a good reputation for reliability and data security, with 99.99% uptime and no history of outages or data breaches.
Which CRM is better for my organization?
Both Capsule and Copper have distinct strengths that cater to different types of businesses.
Capsule is ideal for small to medium-sized businesses seeking a straightforward, flexible CRM to organize contacts, manage pipelines and strengthen customer relationships. It offers integrations with Gmail, Google Calendar and Google Contacts, as well as other platforms like Microsoft Outlook and Teams.
With a user-friendly interface and minimal setup requirements, Capsule empowers businesses to get started quickly, making it an excellent option for those looking for a CRM that grows with them.
Copper stands out for companies heavily integrated with Google Workspace. Its seamless integration with Google tools allows teams to manage CRM activities within their existing workflows, which can boost productivity for Google-focused businesses.
While Copper’s capabilities are extensive, smaller businesses or teams not invested in Google’s ecosystem might find Capsule’s simpler setup more appealing.
Try any Capsule plan free for 14 days or sign up to our free plan to get started with a straightforward yet sophisticated CRM.
If Capsule CRM is of interest and you'd like more information, please do make contact or take a look in more detail here.
Credit: Original article published here.