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90% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more 
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78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more 
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Sponsored
93% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more 
Keap
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Sponsored
96% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more 
ClickUp
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| Description | Capsule is an online CRM software that incorporates a simple visual interface into a powerful CRM system. It works towards building a database with vital information of customers available at the user’s fingertip, from tracking sales to keeping a track of all the contacts which essentially gives its users a birds-eye view of everything they need to deliver a more personal experience to their customers. Companies can achieve a higher number in sales with the option to tailor their own pipelines, granting them the complete dashboard which indicates minute details like potential values and where they stand in the pipeline. This makes taking the next decisive step pretty easy. Capsule’s features include a simple and intuitive customer index within a visual overview of entire sales pipelines, aiding companies to keep a track of where their sales stand as they scale and grow. The software makes sure that not a single open sales opportunity is missed. Users can use features like Milestones to measure up their possible future sales prospects against the factors that are dialed in automatically by the software. Capsule helps team members to have the visibility and the clarity to create their own sales pipelines, making the operations clearer and easier for businesses. Read more | ozma.io is a low-code platform for CRM and ERP solutions. It gives the ability to create beautiful reports with charts from multiple data sources and see the key metrics in one glance. The platform also has convenient boards with statuses, highlights and responsible employees. Furthermore, can customize the fields and highlight any issues with different colors. ozma.io stores any data for customers, orders, tasks for employees, suppliers, documents and more. Use templates to create contracts, invoices, accounts, consignment notes and warehouse labels from client cards or forms. Read more | Keap is an intuitive Sales, CRM and Marketing Automation software that can be utilised by businesses to enhance their sales and save time as well. Companies get to generate more leads, sort them out and forward the right kind of messages to the right people. They can also trust on the particular to generate a robust customer experience and gather loyal patrons. Its inbuilt features and functionality include email marketing, reporting and analytics, sales pipeline, CRM, sales and marketing automation, appointments, payments and more. Users can leverage Keap to generate custom forms and embed them within their landing pages and websites. This also helps them trigger automated actions in real-time. Inbuild SMS and Email marketing feature help users forward broadcast messages to individual target groups, driving in greater sales. They can also automate the entire sales follow-up and enhance lead conversion rates through the sales pipeline. Read more | ClickUp is a simple, cloud-based collaboration and project management tool created for all user types. With ClickUp, you have all the features needed to help simplify and streamline your processes including sales, marketing, design and development. ClickUp features an agile board view that allows you to monitor every task on your team in one board and assign tasks to various members of the team. Tasks progress can be viewed in form of percentage and can be marked either “resolved” or “in progress” or users can alternatively customize their task progress statuses. A Gantt chart lets you view your tasks in timeline by list or person and automatically add updates in real time. ClickUp organizes task management in a hierarchal manner and allows you to sort tasks according to their priority. This property allows for improved productivity and lets you to structure your projects by assigning tasks to groups and arranging those groups under different categories. The software can be seamlessly integrated to Slack and similar apps through Zapier. The machine learning capability of the software assists project managers give realistic timeframes for completion of projects and lets teams accomplish their tasks before the deadline. Read more |
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| SW Score & Breakdown |
90% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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93% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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96% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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| SaaSworthy Awards | # 12 Highly Rated # 12 Highly Rated |
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# 9 Highly Rated # 3 Most Popular | # 2 Highly Rated # 5 Fastest Growing |
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User-Friendly Interface, Extensive Integrations, Excellent Customer Support, Flexible Customization Limited Reporting Functionality, Occasional Software Glitches, Lack of Bulk Editing Options, Limited Mobile App Functionality |
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Email Marketing Automation, Customer Relationship Management (CRM), Ease of Use, Extensive Integrations Complex learning curve, Limited Landing Page Builder, Mobile App Functionality, Lack of Invoice Customization |
Customizable Workspaces, Extensive Integrations, User Friendly Interface, Comprehensive Task Management Mobile App Performance, Slow Loading Times, Steep Learning Curve, Limited Free Plan Functionality |
| Review Summary |
Overall, users report that the software is generally user-friendly and easy to use. Its dashboard is intuitive, and its features are straightforward and easy to navigate. Many users appreciate its customer support, finding them responsive and helpful. However, there are complaints about its limited customization options and reporting capabilities. Additionally, some users have experienced issues with data syncing and integration, particularly with other software and platforms. |
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Overall, users find the software easy to use and helpful for managing customer relationships. They appreciate the features for tracking leads, managing sales pipelines, and automating marketing campaigns. However, some users have reported issues with customer support and occasional bugs or glitches. Additionally, some users have expressed concerns about the pricing, feeling that it is somewhat expensive compared to similar products. |
Users appreciate ClickUp's user-friendly interface, customization options, and comprehensive features, making it suitable for teams of various sizes and industries. It excels in project management, task tracking, and collaboration. However, some users have experienced occasional technical glitches and limitations in reporting and integrations. Additionally, the pricing structure can be complex for some users. Overall, ClickUp is a popular choice for project management, offering a range of features and customization options, but users should be aware of potential technical issues and pricing complexities. |
| Read All User Reviews | Read All User Reviews | Read All User Reviews | Read All User Reviews |
AI-Generated from the text of User Reviews
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Free Free Starter $18.00 $21.00 per user / month Growth $36.00 $38.00 per user / month Advanced $54.00 $60.00 per user / month Ultimate $72.00 $75.00 per user / month |
Free Free Basic $25.00 $30.00 per user / month Custom Custom On-Premise Others |
Pro $159.00 $199.00 per month Max $229.00 $299.00 per month Ultimate $229.00 $299.00 per month |
Free Free Unlimited $7.00 $10.00 per user / month Business $12.00 $19.00 per user / month Enterprise Custom |
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| Company Details | Located in: Manchester, England Founded in: 2007 | Located in: San Francisco, CA | Located in: Chandler, AZ - 85286 Founded in: 2001 | Located in: San Diego, CA Founded in: 2016 |
| Contact Details |
Not available https://capsulecrm.com/ |
Not available https://ozma.io/ |
+1 866-800-0004 https://keap.com/ |
Not available https://clickup.com/ |
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