Are you an SMB torn between EngageBay and Capsule CRM and unsure which software solution will deliver the power and functionality you need without breaking the bank? Choosing the right CRM can be overwhelming, especially when you have limited resources and a growing business to run. But don’t worry, I’m here to help you make the best decision for your SMB. I’m AJ! I’ve spent the last decade building my business (to a successful seven-figure exit). Since then, I’ve used Small Business Bonfire to help fellow entrepreneurs start and scale their businesses (in a fraction of the time it took me). So, let’s compare two of my favorite CRMs in the game —Capsule and EngageBay. We’ll put each one through its paces and declare an overall winner. Let’s break it down!
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Bonfire Rating: 4.6/5 Capsule is perfect for SMBs that want a no-frills CRM designed to help teams succeed!
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Bonfire Rating: 4.7/5 EngageBay is offers a suite of awesome tools to help you scale your business and stay organized in the process!
How Did We Evaluate Capsule CRM and EngageBay?
To make sure we had a fair comparison, the Small Business Bonfire team and I took a deep dive into Capsule CRM and EngageBay. We compared them in the following categories: Pricing & Free Version Top Features Customer Service Integrations Ease of Use Best Mobile App Knowledge and Learning Center Limitations Which One We Think is Best for Small Businesses
How We Objectively Test Each Platform:
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Expert Review
Features
Pricing
Customer Service
Integrations
Ease of Use
Mobile
AJ's got a knack for kick-starting businesses, putting them on autopilot, and setting them up for acquisition. Over the past decade, he's been right in the thick of things with hundreds of small businesses, helping them with just about everything under the business sun. If you need advice on software suites and choices? AJ's your guy.
We roll up our sleeves and dive into the top CRM features we think are pretty crucial for small businesses. Stuff like reports and analytics, options to customize your pipelines, and the ability to link up with other apps and services. We know what makes small businesses tick, so we know what features they need to get the job done.
Money matters, folks! When it comes to picking a CRM system, price is usually the deal-breaker. We give a big thumbs up if a provider charges $30 or less per user each month for their starter plan. Extra brownie points for throwing in a freebie plan or trial, options to scale up or down as needed, and the freedom to pay monthly or yearly. We're looking for flexability for small businesses.
We all know support is mega important when you're choosing a CRM platform. This is especially true for those smaller businesses or sales teams who can't afford to have tech wizards on their payroll. We put our detective hats on to see if these companies offer round-the-clock support, and we looked at the different ways you can get help. We're talking live chat (like, real-time convo), email tickets, a good old-fashioned phone call, and self-service tools (for the DIY-ers out there).
When you're in the business of picking a CRM, integrations are like the secret sauce that takes your burger from 'meh' to 'mind-blowing'. Imagine, all your favorite apps and tools, working together in perfect harmony, making your workflow smoother than a fresh tub of Nutella. When we review a CRM, we look at the integrations most SMB owners are looking for.
When you're reviewing a Customer Relationship Management (CRM) system, it's essential to pay close attention to its ease of use. After all, a CRM is as beneficial as its usability. A simple, intuitive interface saves you and your team a great deal of time and headache. When we're reviewing each CRM, this is a crucial aspect that we look for.
The importance of Mobile CRM cannot be overstated in today's digital age. It's essential for fostering strong customer relationships and managing business activities. Mobile access to CRM makes it possible for sales teams to update and access customer information in real time, improving efficiency and ensuring up-to-date data. Mobile CRM can have a massive impact on SMBs, so thoroughly testing it is essential for each one of our reviews.
How We Test CRMs
EngageBay Vs. Capsule CRM Comparison Chart
Let’s look at how Capsule CRM stacks up against EngageBay CRM where it counts.
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EngageBay Review
Capsule CRM Review
EngageBay Vs. Capsule CRM: Pricing
One of the most important factors to consider when choosing a CRM is pricing. Both Capsule CRM and EngageBay offer affordable options for small businesses, but they differ in their pricing structures.
Capsule Pricing
Capsule offers a free plan in addition to four paid plans: Starter: $21/Month Growth: $38/Month Advanced: $60/Month Ultimate: $75/Month
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EngageBay Pricing
EngageBay Sales Bay offers a free forever plan and three paid plans. They are as follows: Free – Free forever Basic – $14.99/month Growth – $49.99/month Pro – $99.99/month
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CRM Pricing Winner: EngageBay
AJ’s Take: Both Capsule CRM and EngageBay offer competitive pricing for small businesses. However, EngageBay takes the lead with its more affordable prices and a free version that offers basic features.
Capsule CRM Vs. EngageBay: Top Features
Capsule CRM and EngageBay offer a wide range of features to help small businesses manage their customer relationships.
EngageBay Top Features
Let’s take a closer look at some of our favorite features we used during our testing.
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Contact Management
EngageBay’s contact management feature stands out to the SBB team as a robust and intuitive solution for SMBs . One aspect of EngageBay’s contact management that stands out is the ability to create and customize fields according to specific business needs . Check out how creating a custom field looked (during our six months of testing EngageBay). This flexibility ensures that all essential information about your contacts can be tracked, offering a more personalized (and efficient) customer management experience. Whether you’re a boutique agency needing to monitor specific client preferences or a tech start-up tracking user behaviors, EngageBay’s customizable contact management adapts to your needs . This ability to tailor the CRM tool to your unique business requirements makes EngageBay an excellent choice for SMBs, in our opinion. With EngageBay’s contact management capabilities, we could easily add our affiliate marketing B2B contacts to test out the platform. Here’s a sneak peek into our dashboard view during our testing. As you can see, everything is easily accessible (and easy on the eyes). Our takeaway : What makes EngageBay’s contact management great is its ease of use, robust storage capabilities, and level of customization. Whether you are a small business or an aspiring entrepreneur, EngageBay’s contact management can adapt to your unique business processes and give you the edge you need to scale !
Sales Pipeline Management
Great sales pipeline management is an essential part of your sales process. So, how does EngageBay stack up? Well, we’re happy to say that they knocked it out of the park! We put this feature to the test for three months, and here’s what stood out: EngageBay’s sales pipeline management tool provided a clear, visual overview of the sales process, making it easier to understand and track deals (at every stage). The drag-and-drop interface lets us easily move deals across stages, enhancing workflow efficiency. We could customize deal stages to match our sales process (which is a huge plus for businesses with unique sales cycles). We could easily assign deals to team members, promoting accountability and better team collaboration. We appreciated the ability to add notes and schedule follow-up activities directly in the pipeline view, which helped keep everything organized. We particularly liked the ease with which we could toggle between our grid and list views. This gave us a complete view of our sales pipeline and helped us make better-informed decisions. Here’s a snapshot of our list view where each stage is color-coded (for easy visibility). As you can see, everything is clear and easy to read, allowing us to easily see the following: Deal name & ID no. Milestone Amount Owner Dated created/closed With the grid view (shown below), we could easily move each card to the appropriate stage, giving us a birds-eye view of our pipeline. The bottom line : Managing deals effectively is a crucial part of sales success. EngageBay’s pipeline management capabilities make managing and tracking deals easy, allowing you to focus on nurturing relationships and closing more deals .
Task Management
Managing your day-to-day activities is an essential part of running a business. Luckily, EngageBay’s task management feature streamlines your to-do list (and makes it easier for you to manage these tasks). Let’s walk you through our experience using EngageBay’s task management tool (over six months). To begin, we simply navigated to the “tasks” tab and clicked “create task.” Here’s how it looked from our perspective. Within each task, we were able to customize the following: Name Type Priority Due date Reminder date & time Notes Once we had our tasks put in, we could view them easily (in either a list or grid view). Check out our grid view with some typical day-to-day SBB tasks put in. We loved how easy it was to sort our tasks by the following categories: Open Due today Due this week Overdue Completed This ensured we never missed a task (and helped us stay on track)! Our two cents : EngageBay’s task management feature gave us complete control over our daily to-do lists, promoting better efficiency and organization within SBB. The cherry on top was how easy to use it was!
Email Marketing Campaigns (With Templates)
Email is the cornerstone of any marketing strategy, and EngageBay’s email marketing capabilities make it easy for SMBs to tap into this powerful tool. One of the standout features of EngageBay’s email campaigns is its extensive library of customizable templates (pictured below), all designed with user-friendliness in mind . We could easily create beautiful and professional-looking emails (without being tech-savvy). To fully test EngageBay, we created many campaigns (using various email templates) to see how the platform handles a significant volume of emails. Here’s how creating a new broadcast within the CRM solution looked. Let’s look at a campaign we created to showcase our newsletter—the Bonfire Field Guide (BFG). With EngageBay, we were able to create emails for the following stages of our campaign: Introduction Scaling 101 Opt-in promotion Issue #001 Here’s a sneak peek at the intro email we created (in just a few minutes). The entire campaign took less than half an hour to create and easily saved us dozens of hours manually typing and sending out emails. We took advantage of EngageBay’s marketing automation capabilities by scheduling our emails in advance (ensuring we stayed on top of our campaign schedule). The nuts and bolts : Email marketing is essential to any SMB’s marketing strategy. EngageBay’s user-friendly interface, customizable templates, and automation capabilities make it easy for SMBs to tap into the power of email marketing without breaking a sweat!
Web Form Creation
Web forms are a vital tool for businesses looking to collect valuable information from website visitors. EngageBay’s web form creation feature allows SMBs to easily create and customize forms that capture the data they need . With the all-in-one marketing solution, we could create both inline and pop-up web forms within minutes! Check out an inline web form we could create in less than 5 minutes. We could add our logo, customize the color, and add custom fields. This means you can personalize your web forms specifically for your business.
