Capsule CRM vs. Vincere vs. Pipedrive

Using Capsule CRM, businesses can have a perfect CRM solution without the risk of being forced to pay on a monthly subscription basis. Compared to other customer relationship management apps, it has a wide range of unique features. Functional and cost-effective are the main advantages. Because we're a small company, its simplicity appeals to us greatly. For a limited time, start-ups can store up to 250 contacts in the free version. Capsule CRM is well-suited to Gmail and offers many other integration possibilities. Even though it lacks some more powerful CRM features, the Capsule platform makes up for this with a widespread list of integrations.

The training videos are a great tool for someone new to the system, and lines up really well with the ease of use that the system demonstrates overall - my team all watched these over the course of a week and became fairly proficient in using the system before we had it rolled out. Previously systems i have used haven't allowed for the extraction of financials in enough detail from the system. Vincere allows us to break our data down by contingent and retained, then by stage in order to truly see our pipeline in detail.

Pipedrive's lead management features are top-notch, particularly the ability to automate email correspondence and receive alerts when necessary. It has an excellent pipeline, opportunity management, and sales automation without coding: —Exceptional cost-effectiveness. —User-friendliness. —Usability. —Top-notch search filter. However, its speed could be increased because adding new actions requires numerous taps and swipes.

Incentivized

• Capsule is very easy to use. You can just jump in and learn as you go. There are advantages to really learning the ins and outs, but for those who aren't sold on a CRM to begin with it's good for just getting them started. It is what you make of it--you can use the most basic features or really dive in to the many functionalities.
• The UI is clean and intuitive. We don't get easily overwhelmed while using it.
• Capsule has a very robust contact management system. It allows for the generation of very specific lists within existing contacts, which is good if the user has to keep track of thousands of individuals and companies. There is a tagging feature that is great for further organizing contacts.
• I like that there is a simple workflow option. I encourage the sales guys to make use of this "Tracks" feature, and they often do (but if they don't, it's not the end of the world, which is nice). It provides custom sets of tasks that are created as soon as you start an opportunity or a case.
• Capsule has a LOT of integrations, which is great if you're looking to expand what you do with your CRM. We got Capsule just to keep track of the sales pipeline, but now that everyone's on board with the concept of a CRM (they weren't sold at first!) we can look into implementing more robust programs that can "talk to" Capsule.

• Candidate search functions are brilliant
• Has multiple integrations
• Is constantly coming up with innovative solutions
• Being independent of major New Zealand job boards means increased security of information. It is more difficult for the duopoly job boards here to assess where our candidate applications originates from. This is relevant given the involvement one prominent job board has with a competing ATS system.

• Great visual visibility of the funnel plus easy to drag the deals across the stages
• The email integration that collects all relevant communication (also through the possibility of adding a deal-specific Pipedrive address on BCC)
• The integration with Pandadoc, which we use a lot, so that Pipedrive keeps a really handy overview of the documents we have sent out / which have been signed

• Its integration with Mail chimp is not smooth. Also, it does not allow to list contacts alphabetically which is a great downside of this tool. It does not contain some essential marketing features.
• It needs to improve the user interface and make it more productive especially on the calendar view.
• The contact sorting is quite disappointing. It would be nice if it allows users to set screen filters.

• I would like to see the the recruitment process automated (e.g., when you move a candidate through the process that their status updates automatically and you don't need to do it manually yourself). When a candidate is going for an interview, the status at the top of their profile should automatically update. Then when they go for their first Interview, the status should automatically update and so on. Now you need to manually go and update all this, which is time consuming and can sometimes be forgotten.
• The copy and paste function should be updated so that it can be used on all screens no mater where in the system you are, as not everyone knows how to do CRV files, etc. Copy/paste saves time for someone like me.

• Showing the customers name on the pipeline page. Right now I can only get it to show the brand name twice. I wish it would replace the second brand name with the main point of contact.
• Better reporting tools. Their reporting tools are not easy to pick up. I've spent time trying to figure it out and it isn't something I can pick up on quickly.
• Better training options. I wish I had a personal trainer to walk me through the best way to use Pipedrive so I can get the most out of it.

Incentivized

We just implemented Vincere and the chance of changing to a different soon is limited

Incentivized

Unless I find something better...

• Ease of use for small business owners who have very less time to learn how to use a CRM.
• Mobile application is nice and clean with key features being highlighted. Helps to update them on the go.
• Free plan has good features which helps with client buyin after setting it up and the client trying the setup out before making a purchase.

Incentivized

Great candidate management. A UI that could do with further visual development. Easy to use functions and great support from the Vincere team. Slightly clunky process for making a placement. Great candidate pics and star ratings. Overall easy of use that drives good adoption from my team

There is a learning curve that caused a slow adoption but overall the UI looks great and the support is helpful when there is an issue that you need to be addressed. The marketplace integrations (developed by Pipedrive) could definitely use some work as they're not as seamless as we'd hoped for!

Incentivized

Capsule CRM effectively specifies the causes of any project's disadvantage and problem-solving. This application is effortless because of its genuine approach to business empowerment. Everything is easily accessible with a single click. Our clients will appreciate our technical and user-friendly promotions. Furthermore, it is well worth our company's time to run.

Our Implementation Consultant Alan is super helpful 10/10 recommend!! If I have a question he gets in contact super fast. If he does not have an answer right away he talks to other departments and gets back in thouch within 48 hours. He was definitely the most helpful person out of everyone we talked to

Between quick video tutorials and having very quick feedback from their support teams, it is one of the main reasons I would recommend Pipedrive. It is critical, especially when setting up the platform to meet your companies needs, that a solid support team like Pipedrive has is there to make the transition easier.

Incentivized

Experiment is the only way to start

• Easy to signup and ease of use for small business use cases.
• Non-aggresive (a good thing) sales team helps clients try it out at their own pace.
• Only the key important featuers are visible on the screen which matter. Helps with lesser confusion with carry out simple tasks.
• Free plan is one of the best on offer to try it out.

Incentivized

I find vincere much easier to use, and I've found the support team infinitely faster and more knowledgable. On my previous platform I had a business restructure, and in changing my arrangement with the ATS provider, I had multiple, massive issues. I've not had any issues with Vincere thus far

The reporting tools with Pipedrive are immensely more advanced and customizable than Clio Grow. We are able to adjust and tweak the reports to make sense for our firm specifically whereas with Clio Grow, you were sort of stuck with the default reports. Pipedrive beats Clio Grow hands down.

Incentivized

• Capsule CRM software not only interprets with resource planning but maintains the customer relationship at its peak.
• This software is altogether a big package to promote and control the business movements on a high scale
• This application tends to work with all versions but, there is no plan to cop up with the R13 version so, the latest version should have all effects to compensate for the business dealings.

Incentivized

• Lots of time wasted trying to get support.
• Wasted time migrating data to and from the product.
• Slow refresh speeds with a simple candidate lookup taking so long we resort to using the mobile application.
• The terrible CV formatting capabilities require us to use 3rd party products.
• Lack of automation makes it a very time consuming product to manage work flows on.
• Slowed down the function of the office considerably when you look at the Bugs, the lack of support, the poor work flow for the CRM element.
• Misleading analytics resulted in the team simply not trusting the reporting which effected performance.
• Being tied to a product that wasn't fit for purpose has been hugely frustrating.

• Great on setup which made our work easier and less technically equipped people can manage a lot of things(compared to SalesForce where you need to hire a developer to set it up)
• We were able to integrate our calling system easily and get things going on the lead calling aspect.
• Great multipipeline option where we were able to manage both organisations under one roof.

Incentivized