AllProWebTools vs Capsule CRM

• The CRM holds all of my contacts and it is already integrated with all of my other tools.
• The Email Management system is already integrated with all of my other tools. This means that I do not have to download CSVs and upload them to a separate email program everytime I want to send out an email blast.
• I can take payments in the same system that has my email marketing and CRM. This means that I can create tags and send different email campaigns depending on if I have received payment or not.
• The website hosting means that I can use the same software to update my blog and gallery of food pictures.
• I can sell tickets to my cooking classes from the same software that manages everything else that I do in my business.
• I use the task manager that is built in to remind me of things I need to do. I really like that it is tied into my CRM so I can tag tasks to specific clients.
• The built in timecard system allows me to "clock in" to whatever client that I am working on so that my time and hourly rate are automatically calculated for me. My invoices are sent automatically on the first of each month.

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• Many fields. It's not super customizable, at least at the free level, but there are many fields that you can utilize to fit your needs
• Entirely web based. We've never experienced down time or lag issues.
• Free! It's hard to find a powerful database for free.

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• QuickBooks Integration
• More email templates
• They do not have an app

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• I REALLY wish they had the option to list an individual as being part of more than one company. That is a pretty basic feature that should be included!
• It would be nice to have a more flexible workflow option with Tracks ("if this then that"), or a very simple flowchart of tasks that are generated depending on which way the opportunity goes.
• There are barely any Capsule videos on Youtube. A feature I would really love is a set of tutorials or webinars that I could use for learning and for training others.
• It would be neat if they integrated with project planning software like Basecamp or Wrike.

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• It just makes it easier for me to track what is going on in my business.
• I like having everything in one place, instead of a bunch of different programs.

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• It's enabled us to have a cloud-based live database, rather than living off spreadsheets or an antiquated Access database
• It's hard to really quantify ROI on a small startup, but it's been very helpful to have a small scale but powerful CRM as we grow the company.
• Since we don't use it entirely as it's intended, the terminology and shortcuts are a bit confusing.

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