Bigin by Zoho CRM vs Capsule CRM

Bigin by Zoho CRM

• Small businesses moving from spreadsheets to a first CRM
• Solo users who can work within a free single-user plan
• Teams already using Zoho Books, Zoho Desk or other Zoho apps

Capsule CRM

• Solo users and pairs who want a free CRM for up to 250 contacts
• Small businesses that manage both sales and client projects
• Nonprofits, which are offered a 30% discount

Bigin by Zoho CRM

• The Free edition allows only 1 user, a single pipeline and 500 records.
• Records are capped by edition: 50,000 on Express, 100,000 on Premier and 1 million on Bigin 360, with add-ons for more.
• AI tools such as the writing assistant and record summaries start at Premier and draw on a monthly credit allowance.
• Custom fields are limited to 10 per module on Express, 25 on Premier and 50 on Bigin 360.

Capsule CRM

• The Free plan is limited to 2 users, 250 contacts, 5 custom fields and one sales pipeline.
• Workflow automations, email sync and multiple pipelines start at Growth, $36 per user / month billed annually ($40 monthly).
• Paid plans cap contacts: 30,000 on Starter, 60,000 on Growth, 120,000 on Advanced and 240,000 on Ultimate.
• Email campaigns come from a separate Marketing add-on, listed from $11 a month.

Bigin by Zoho CRM

Team pipelines

Any customer-facing process, not only sales, can run as a pipeline with customizable stages. Paid editions allow 3 to 15 team pipelines, and connected pipelines follow a customer from one team's pipeline to the next.

Workflow automation

Workflows trigger actions instantly or on a schedule. The Free edition allows 3 automations, Express 30, Premier 50 and Bigin 360 100, with stage transition rules from Premier.

Built-in phone, email and WhatsApp

Calls can be made, received and recorded inside Bigin. Express adds integration with Gmail, Outlook and Zoho Mail, mass email with insights, and WhatsApp Business.

Forms, booking pages and payment links

Web forms feed contacts and pipelines, booking pages let clients schedule meetings, and payment links collect money through gateways such as Stripe and PayPal.

AI assistants

From Premier, AI drafts emails, suggests replies, summarizes records and flags cross-sell and churn signals, drawing on 1,000 credits a month, or 3,000 on Bigin 360.

Mobile and Mac apps

Apps for iOS, iPadOS, Android and macOS manage customer records away from the desk, and a business card scanner fills in new contacts.

Capsule CRM

Contact management

Each contact record holds notes, emails and files. Contact limits rise with the plan, from 250 on Free to 240,000 on Ultimate.

Sales pipeline

Opportunities move through a kanban-style pipeline with custom milestones, and a pipeline dashboard shows conversion rate and forecast. Multiple pipelines need Growth or above.

Project boards

Project boards track the work delivered after a sale. The free plan has a single board, Growth allows multiple boards and Advanced lists 50.

Workflow automations

From the Growth plan, automations run a repeatable series of tasks, email notifications or stage changes on pipeline and project boards.

AI tools

Starter includes an AI pipeline generator. Growth adds AI summaries of recent activity, contact and business enrichment, and a meeting prep brief that is still in beta.

Mobile apps

The iOS and Android apps log calls automatically, sync changes made offline once reconnected, and show caller ID on iOS for unsaved numbers.

Bigin by Zoho CRM

• Free$0

  Single user: 1 pipeline, 500 records, 3 automations, built-in phone, standard dashboard, 1 booking page and web forms.

• Express$7

  per user / month, billed yearly ($9 billed monthly)

  3 team pipelines, 50,000 records, 30 automations, email and WhatsApp Business integration, mass email and 10 custom fields per module.

• Premier$12

  per user / month, billed yearly ($15 billed monthly)

  5 team pipelines, 100,000 records, 50 advanced automations, multiple currencies and AI tools with 1,000 AI credits a month.

• Bigin 360$18

  per user / month, billed yearly ($21 billed monthly)

  15 team pipelines, 1 million records, 100 automation rules, 100 booking pages, 1,000 mass emails a day and 3,000 AI credits a month.

Capsule CRM

• Free$0

  Maximum 2 users, with 250 contacts, 5 custom fields, 1 sales pipeline and custom sales milestones.

• Starter$18

  per user / month, billed annually ($22 billed monthly)

  30,000 contacts, email templates, a shared mailbox, basic reporting, premium integrations, goals and the AI pipeline generator.

• Growth$36

  per user / month, billed annually ($40 billed monthly)

  60,000 contacts, workflow automations, advanced sales reporting, multiple pipelines and project boards, email sync and AI summaries.

• Advanced$54

  per user / month, billed annually ($60 billed monthly)

  Everything in Growth with 120,000 contacts, 50 sales pipelines and 50 project boards.

• Ultimate$72

  per user / month, billed annually ($75 billed monthly)

  For teams of 5 or more: 240,000 contacts, a dedicated account manager, custom training and ongoing priority support.

Bigin by Zoho CRM

• Annual discount

  Save up to 35% with yearly billing

  Bigin's pricing page advertises savings of up to 35% for yearly billing. In US dollars Express is $7 per user a month billed yearly against $9 monthly, and Premier $12 against $15.

Capsule CRM

• Annual discount

  Save up to 18% by paying annually

  Capsule's pricing page says paying annually saves up to 18%: Starter is $18 per user a month billed annually against $22 billed monthly.

• Nonprofit

  30% discount for nonprofits

  Capsule's page for nonprofit organizations says it offers them a 30% discount; nonprofits with special requirements are asked to get in touch.