Capsule combines contact management and sales pipelines with tasks, projects and reporting. Its official site also describes workflows and mobile access, allowing a small team to investigate how a won opportunity turns into work for the same customer.
Sources reviewed on 20 October 2026 · No hands-on test
A small agency or service team keeping customer agreements, opportunities and project follow-up together while assigning clear responsibility for every contact.
Create a fictional contact with an opportunity, record a follow-up task and mark the opportunity as won. Investigate how the agreed work is then followed as a project and which customer context remains available.
A suggested task for you to try; not a Perkufo hands-on test report.
These products share the primary category. Compare the specific task: they are not automatically interchangeable.
Bitrix24 combines CRM, tasks, projects and collaboration in one business environment. Its official site describes cloud and self-managed deployment plus a permanent free cloud plan, with available capabilities and capacity differing by version.
Brevo offers email campaigns, transactional messages and marketing automation from one platform. Its official documentation describes a free foundation and additional subscriptions or credits for higher volumes and more features.
Close brings customer management, sales opportunities and communication by phone, email and SMS together in a sales CRM. Its official product page also describes workflows and reporting, allowing a team to assess customer contact and sales activity progress in the same workspace.
Crisp combines a shared inbox with website chat, other communication channels and a knowledge base. Its product page also describes customer records, analytics and AI workflows, allowing you to investigate how a small support team keeps conversations and context together.
Dolibarr is modular open-source ERP and CRM software supporting customer management, sales, invoicing and inventory. Its official site describes both locally administered and hosted installations, allowing you to select business functions instead of using every component at once.
Freshsales is a sales CRM with customer overviews, visual sales processes and automation for recurring tasks. Its official page also describes Freddy AI for leads, opportunities and email assistance; the actual assistance available needs checking for each plan.
