Capsule CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Effortlessly integrate data from a wide variety of systems
- Design clear, concise, and stylish reports in a few clicks
- Get the reports and dashboards you need without involving IT
- Schedule recurring emails of your customized reports
- Embed your reports and dashboards into external sites
- Connect instantly and get building, no need to talk to sales
Pricing Info
Pricing Info
Easy Insight provides two product plans to make sure that users get a solution that suit their needs as well as their budget. Easy Insight also offers a 30-day trial on both plans, enabling users to really experience the advantages of the software before coming to a decision.
Team – $50/month
- 1 Designer User
- Create Reports and Dashboards
- 50 MB custom data storage
- Unlimited Users for report viewing
- Two small business Saas Connections
- Additional user for $15/month
- Additional Small Business Saas Connection for $15/month
Enterprise – Contact Easy Insight for more information
Integrations
Integrations
Easy Insight supports integrations with the following business systems and applications:
- Basecamp
- Redbooth
- Trello
- Pivotal Tracker
- SmartSheet
- Google Docs
- MS Excel
- Highrise
- Salesforce.com
- Oracle
- InfusionSoft
- Batchbook
- Insightly
- Google Analytics
- FreshBooks
- Harvest
- Zendesk
- Freshdesk
- Intuit Quickbase
and many more.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Easy Insight is a feature-packed business intelligence platform that enables users to get insightful overviews of their business operations.
Company Email
sales@easy-insight.com
Contact No.
Company's Address
Easy Insight Headquarters
621 17th St Suite 825
Denver, CO, 80202
Easy Insight Comparisons
Popular Easy Insight Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Complete and easy contact management
- Efficient sales management
- Track bids, deals, proposals and other opportunities
- Dashboard opportunities overview
- Adding milestones
- Linking milestones with a success factor
- Includes a standard set of milestones
- Easy to-do list and calendar management
- Easy customization of information categories to fit your business
- Secure access of your account from anywhere
- Easy sharing of contacts with co-workers to assure the entire team has a single up-to-date view of the contact
- Tracking of all email communications into Capsule
- Quick document management, making it easy to attach documents and other files
- Integration of contacts from Outlook, Gmail, vCard, spreadsheets and any CSV file
- Easy creation and analysis of reports
- Customization of the sales milestones and process
- Management groups of contacts with lists using tags
- Easy addition of notes and other information about the contact
- Serious data security
- Controlled access
- Multiple backup
- One master copy of your data on secure servers
- Automatic upgrades
- Compatible with Windows, Mac, or Linux
- Brand your Capsule account using your colors and logo
Pricing Info
Capsule offers a flexible, pay-as-you go service. There are four paid plans offered and a free version. All paid plans offer a free 14-day trial:
Free
- Up to 2 users
- 10MB storage
- 250 contacts
Starter –
$18 per user/month
- 14-day free trial
- 10GB storage per user
- 30,000 contacts
- 1 Sales Pipeline
- 1 Project Board
- 50 Custom Fields
- 5 Email Templates
- 1 Shared Mailbox
- 10 AI Content Assists
- Unlimited Sales Opportunities, Projects & Tracks
- Activity reporting
- Key integrations including Microsoft 365, Google, Xero, QuickBooks, Mailchimp, Zapier & many more
Growth
–
$36 per user/month
Everything in Starter, plus:
- 14-day free trial
- 20GB storage per user
- 60,000 contacts
- 5 Sales Pipelines
- Workflow Automation
- 5 Project Boards
- 50 Email Templates
- 150 Custom Fields
- 3 Shared Mailboxes
- 1000 AI Content Assists
- Important Fields
- User Roles & Permissions
- Activity reporting & custom activity types
- Advanced Sales Reporting
- Reporting by team
- Sales forecasting
- Custom reports with Google Looker Studio
Advanced
– $54 per user/month
Everything in Growth, plus:
- 120,000 Contacts
- 30GB Storage per User
- 500 Email Templates
- 50 Sales Pipelines
- 50 Project Boards
- 300 Custom Fields
- 5 Shared Mailboxes
Ultimate
– $72 per user/month
- 240,000 Contacts
- 50GB Storage per User
- 100 Sales Pipelines
- 100 Project Boards
- Unlimited Custom Fields
- 1000 Email Templates
- 10 Shared Mailboxes
- Implementation Support
- Import Assistance
- Custom Training
- Dedicated Account Manager
- Ongoing Priority Support
Integrations
Official Mobile App
- Capsule Mobile
Contacts
- Google Contacts
Contracts & proposals
- FormStack
- NiftyQuoter
- Quotient
- Tidy Build
- Better Proposals
Customer Success
- Akita
Marketing & Email Marketing
- Transpond
- MailChimp
- Leadinfo
Google integrations
- Gmail
- Google Calendar
- Google Contacts
- Google Data Studio Connector
- Google Workspace SSO
Help desk
- Zendesk
- Help Scout
- Enchant
Integration platforms
- Zapier
- Flow XO
- Cyclr
- LeadsBridge
- ZapUp
- Make
- Zoho Flow
- Integrately
Inventory management
- Cin7
- DEAR Systems
Invoicing & Accounting
- QuickBooks Online
- Xero
- KashFlow
- FreeAgent
- FreshBooks
- Sage Business Cloud Accounting (UK)
- Paycove
Job & time tracking
- Toggl
- Clockify
- Tidy Work
Migration services
- Trujay
Office Management
- Office R&D
Project Management
- Tidy Enterprise
Telephone & VoIP
- Kixie
- Invoco
- CircleLoop
- Yay
- SwitchboardFree
Website chat
- Reve
- Userlike
Website forms
- Wufoo Forms
- Ninjaforms
- Gravity Forms
Want to develop your own integration?
Capsule’s RESTful API can be used by developers to create clever add-ons or to integrate Capsule with other applications.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
None indicated
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
An easy web-based CRM to help small businesses manage their business relationships with clients, vendors leads and other contacts.
Company Email
support@capsulecrm.com
Company's Address
None indicated
Capsule CRM Comparisons
Popular Capsule CRM Alternatives
No Sales Tools will be able to solve all the requirements of a company. Though key functionalities of Easy Insight and Capsule CRM should matter you should also carefully examine the integrations supported by each service. Quote frequently your team will already be using other types of B2B software in your company and it’s much better to opt for products that integrate well with one another. That way you can guarantee a smooth exchange of data between your teams and apps, which can considerably reduce time devoted to migrating between one app and the other.
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