Capsule CRM alternatives

Ranked alternatives

1. 1
   
   Lattice EnginesPaid

   Lattice Engines is a dynamic platform that provides specialized services in the field of sales, marketing, trigger events, and data-driven business applications. It seamlessly gathers all data in one place to provide you a clear view of customers and prospects. You can get the advanced AI and modeling that ideally prioritize and target your buyers and accounts. It also comes with a Live business that provides powered identity resolution to track ad, web, and email engagement. This platform analyzes each and every aspect of data and delivers detailed reports.

   Lattice Engines enables you to build your audience once that you can later send to any channel using your preferred activation tool. It can smoothly manage the customer journey by dynamically updating audience segments with engagement data. You can get exclusive opt-in and opt-out management from a single location. Moreover, it adds technographic, intent data, and firmographic to provide deep and clear insights and a better view of prospects and customers.

   Lattice Engines alternatives
2. 2
   
   FunnlFree

   Funnl (Formerly known as MovingDneedle) is a leading platform that comes with a unique email marketing network to get more sales leads. It can perfectly design, measure, and manage a sales campaign to increase your sales and productivity. You will get multiple services, including daily tracking of all activities, sharing the feedback and input on every completed meeting to pipeline view.

   It also provides customized reporting for deep analysis and insights of every aspect and point. This platform comes with an advanced campaign dashboard to view multiple metrics, including time series, buyer persona, pipeline view, industry response analysis, and booking contribution to the campaign.

   MovingDneedle comes with enterprise reporting and KPIs that include multiple kinds of reports such as function, duration, revenue segment, role, industry, and so forth. You are allowed to slice and dice data, filter parameters, and view all campaigns with the help of the dashboard.

   Funnl alternatives
3. 3
   
   LeadGeniusPaid

   LeadGenius is a top-rated platform that offers services of marketing automation and demand generation. It uses artificial intelligence and human computation that help to identify and communicate targeted sales leads. You can save precious time and spend more time on meaningful conversations because it provides automated services to meet all tasks. It also gives the highest quality that can be provided and access anywhere. With this platforms’ help, thousands of staffers can work on many sales campaigns and achieve all the information without any difficulty.

   LeadGenius has an advanced built-in system that uses predictive testing to identify the best staffers for every activity. It offers automated QA tools to check that the leads produced by workers are accurate and reliable. All the provided reports will give you data-driven testing and an approach against different market segments.

   LeadGenius alternatives
4. 4
   
   SalesflarePaid

   Salesflare is a unique platform that comes with powerful CRM for multiple businesses selling B2B. It has an advanced built-in interface that seamlessly inputs data for you and lets you focus more on factual matters. You will get automatic assistance that enables you to follow up on every opportunity at the right time in a proper way. It perfectly gathers all information like email, postal, and telephone addresses. This platform provides fully automated contact and company information in your address book.

   Salesflare has an advanced functional way to centralize all meetings, emails, calls, and other touchpoints with customers in a single place. More interestingly, it can sync all the meeting, call, and email data from multiple devices and APIs by which you will get the three-sixty and in-depth overview of all sales teams’ interactions with customers.

   Salesflare alternatives
5. 5
   
   User.comPaid

   User.com is a robust platform that comes with advanced sales and marketing automation software. It provides fully automated lead generation, reports, and sales activities that enable your team to focus more on selling. You can get the exclusively organized activity data in one database that will enhance all your support, sales, and marketing. It can also highly upgrade your brands’ communication with a more customized and personalized journey in all channels. This platform offers skilled and professional support to deal with all your problems and issues.

   User.com offers many automation triggers such as page visits, incoming messages, phone calls, activity, deals, and many more. It allows you to create your own analytics and report boards with the simple drag and drops editor. You can instantly get reports on multiple aspects such as deals, emails, activities, number of total visits, and so forth. More hot features are unique CRM, dynamic content, pop-ups, visitor tracking, live chat, chatbot, push notifications, etc.

   User.com alternatives
6. 6
   
   CloudBlue PSAPaid

   CloudBlue PSA (formerly known as HarmonyPSA) is a comprehensive platform that provides you complete and in-depth visibility of your business. It significantly helps you to manage expenses, and you can enter or submit photograph receipts and expenses for approval. You can drive your sales leads, as many as you want and it also helps you in the contract renewals. This software is specially created for businesses to automate their functionalities for a smooth workflow and to bring competitiveness amongst the organizations. It is an automation solution that analyses professionally the revenue and the cost of every step and offers you an expenditure plan on the go.

   CloudBlue PSA alternatives
7. 7
   
   Teknovate CRMPaid

   Teknovate CRM is a modern platform that comes with multiple strategies and facilities to boost your business sales and productivity. It offers marketing automation and an auto-follow-up system that can save you pretty much time. You can get the live, most advanced, and authentic reports with the help of a built-in dynamic BI Reporting system. With this platforms’ help, managers can track every field employee’s attendance, location, productivity, and performance. It provides you complete and in-depth insights into sales forecasts, lead activities, and marketing campaign performances.

   Teknovate CRM exclusively allows you to import leads from various third-party B2B platforms such as India-mart, Alibaba, Tradeindia, JustDial, and so forth. It provides an advanced dashboard by which teams can monitor multiple things, schedule follow-ups, prioritize leads, categorized opportunities, and view interaction history. This platform offers solutions for numerous business aspects, including HRMS & Payroll, trading, manufacturing ERP, e-commerce ERP, service management, sales, marketing, and many more.

   Teknovate CRM alternatives
8. 8
   
   Claritysoft CRMPaid

   Claritysoft CRM is a top-rated platform that ultimately helps all organizations and industry businesses to get more growth and extraordinary success. It offers you a centralized and single platform to manage customer accounts, contacts, and sales activity without any problem. You will get the smart CRM solution which also includes incorporating tracking, searching, and scheduling functionality.

   With this platforms’ help, you can add notes, contacts, information, and activities easily. Moreover, it allows you to export, import, and segment accounts, generate account reports and add custom fields. Claritysoft CRM provides online calendars that can help you to schedule to-dos or tasks and share or create details of appointments, events, and meetings.

   You can effectively track and manage sales, leads, and pipeline activity leads directly with data import and export technology. It has a unique email marketing module that enables you to create and send professional mass emails to customers by using email templates. More interestingly, you can track all campaigns, marketing performances, and emails and use the price quote features to produce accurate proposals and quotes.

   Claritysoft CRM alternatives
9. 9
   
   OnePageCRMPaid

   OnePageCRM is a modern platform that offers best-in-class and action-focused CRM software for better business growth and sales. It allows you to import contacts, whether individual or in bulk, without any hassle. You can save your OnePageCRM contacts to Google Contacts and easily add, delete, edit and filter contacts. It offers effective call management services that enable you to add notes, attach any relevant files, log call results, and use multiple communication apps like Skype, WhatsApp, Viber, and many others. This platform enables you to add deals with a single click and advance them through custom deal stages.

   OnePageCRM comes with the best email communication features through which you can send emails by tapping on the contacts’ email addresses. You don’t have to worry about data loss because it provides extensive security to save your emails, contacts, and sensitive information. It offers you to collaborate with team members and assign them various contacts effectively. Furthermore, you can also navigate or view customer’s addresses with the help of Google Maps.

   OnePageCRM alternatives
10. 10
    
    ClickpointPaid

    Clickpoint is an ultimate platform that provides lead management to improve small to enterprise business sales results without any effort. It instantly includes push notifications and reminders to follow up leads. You can effectively send an email and automated events from your device without any hassle. It also allows you to customize your view that will perfectly fit the needs of your sales teams. With this platforms’ help, you can seamlessly transfer or assign leads to sales associates.

    Clickpoint offers real-time, actionable, and authentic reporting to get better insights into every business aspect. It stops inbound call leakage with call routing and call capture and deign call flows that instantly route calls from online and offline marketing campaigns. You can quickly transfer calls to other teams, salespeople, and call flows. More interestingly, you can design your lead management and segment your sales channels with drag and drop configuration.

    Clickpoint alternatives