Zoho to Capsule: How to Level Up Your Business

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Zoho to Capsule: How to Level Up Your Business

You are a business owner. As well, it’s for sure that you are doing best up for your company enhancement. Moreover, you are a progressive manager that understands the importance of meeting the client’s requests to improve the organization’s improvement. That is, you are using the CRM system. But, the business develops continually, and your current platform can’t satisfy its needs anymore. In this case, it is time to search for a new way of business progress. So, migration Zoho to Capsule can be your choice.

Zoho CRM to Capsule: Learn More to Choose

 

Let's take a look at the provide Zoho, and Capsule CRM features its value, and other critical info to choose the most useful solution for your business. Also, it is proposed to check the similarity and differences between the above-mentioned platforms and check out its peculiarities. In addition, it is worth exploring in detail the possible additional costs (for example, the setting up, support, upgrade, cloud storage fees, price).

 

 

Zoho CRM: “The CRM for any business, no matter how you sell.”

 

So, let’s find out what Zoho is.

 

First of all, it's worth noting that Zoho's peculiarity is the ability to give the companies the ability to close deals faster, wiser, and better. So, the system’s emphasis is on contact management, lead and complete automation management, and sales control.

Besides, the platform is equally suited to meet all-sized businesses' requests: starting from the private entrepreneurs or small/mid-sized businesses to the enterprises.

 

 

Capsule CRM: ”A CRM that works for you.”

 

Pay attention to a little shortcut of Capsule.

 

The strong system’s advantage is its prominent social networking abilities. Therefore, you will be able to track, manage, and classify your contacts, communicate with them, and potential customers. As for the sales improvement, the solution allows you to get statistical reports and manage your trading pipeline (e. g. monitor the offers, rates, etc.). In addition, you can view social networks and save user history.

 

Besides, the platform is well suitable for retail and small/medium-sized teams.

 

 

 

Zoho CRM vs. Capsule: What Makes You to Migrate Zoho to Capsule?

 

See the main differences between solutions. By, all comparisons are presented in the tables for your better perception.


Platforms support
Zoho CRMCapsule
  • Web-based
  • iPhone app
  • Android app
  • Web-based
  • iPhone app
  • Android app


Main features
Zoho CRMCapsule
  • API
  • Accounting Integration
  • Activity Logging
  • CRM Integration
  • Calendar Management
  • Contract Management
  • Filtered Views
  • Gamification
  • History Tracking
  • Inventory Management
  • Territory Management
  • API
  • Accounting Integration
  • Activity Dashboard
  • Appointment Management
  • Calendar Management
  • Contact Management
  • Filtered Views
  • Forecasting
  • History Tracking
  • Import / Export Data
  • Offline Access


Price matter
Zoho CRMCapsule
  1. Free trial with no credit card required
  2. Freemium account
  3. Subscription based
  1. Free trial with no credit card required
  2. Freemium account
  3. Subscription based
  • Free edition - for up to 10 users;
  • Standard – $12/user/month (billed annually) - sales forecasting, mass email, 100,000 records;
  • Professional – $20/user/month (billed annually) - all features from the Standard Plan, social CRM, inventory management, unlimited records;
  • Enterprise – $35/user/month (billed annually) - all from the Professional Plan, workflow approval processes, multiple currencies, territory management;
  • Ultimate – $100/user/month - the Enterprise Plan, sandbox, advanced CRM analytics, enhanced storage;
  • Free edition - for up to 2 users;
  • Professional - $12/month/user, 50,000 contacts, unlimited cases and opportunities.

So, as you may see, Zoho CRM is unlike Capsule. However, each of them can meet some specific businesses requests and demands in a superior way. That, it is more suitable for the direct company. Also, the system’s principal difference is its pricing. Therefore, it is a responsibility of the business owner to weigh for and against and pick up the best one solution.

So, if you don’t need the additional CRM features and functions for the business enhancement, stop overpaying for it. By, let’s find out how to migrate data from Zoho to Capsule smoothly.

Migrate Zoho to Capsule With No Doubts

Step 1.Visit Trujay site and register your account by providing your credentials or login via social media accounts.
register

Step 2. Pick up Zoho from the drop-down list. Then, fill out its URL, Email and Password. After that, push the "Continue" button.

Now, choose Capsule from the similar list and fill in its URL and API token. In case you have some doubts, check How to find out Capsule CRM API token. Then push the "Continue" button.

Step 3. The next step is to choose the modules you want to migrate, provide the fields and users mapping, and to run a free Demo Migration.

Step 4. If the desired results are achieved with Demo data import, you can start your Zoho to Capsule migration.

The Final Slice

So, if your company is not satisfied with current CRM, it’s the business owner’s responsibility to find an alternative solution. Therefore, it is recommended to try another platform. As well, take a look at Zoho to Capsule free Demo Migration and check out the benefits of an automated data switch. To know how to migrate from Capsule to Zoho, read this article on our Trujay blog.

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