What users are saying about
1 Ratings
26 Ratings
1 Ratings
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Score 9 out of 100
26 Ratings
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Score 8.3 out of 100

Likelihood to Recommend

17hats

I think it's great for businesses who offer monthly services and want to automate their invoicing. Even for businesses who offer one-off services as well.
Marli Espinales | TrustRadius Reviewer

Capsule CRM

If you want a super robust CRM that does it all, Capsule is not the way to go. It's missing a lot of elements that more powerful CRMs have (though it makes up for it with many integration possibilities). But in my opinion, that simplicity can be a good thing if you just want a way to keep track of your sales pipeline. A lot of people don't have the time or mental bandwidth to learn a new system, and it's better to learn something simple than to barely use something powerful. Capsule is also great if you have to keep track of a lot of contacts--a small PR firm would find this very useful.
Rosi Muñoz | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

17hats
9.2
Capsule CRM
8.5
Customer data management / contact management
17hats
9.0
Capsule CRM
8.3
Workflow management
17hats
9.0
Capsule CRM
8.8
Integration with email client (e.g., Outlook or Gmail)
17hats
9.0
Capsule CRM
9.0
Contract management
17hats
10.0
Capsule CRM
8.7
Quote & order management
17hats
10.0
Capsule CRM
8.3
Interaction tracking
17hats
8.0
Capsule CRM
8.2
Territory management
17hats
Capsule CRM
8.0
Opportunity management
17hats
Capsule CRM
8.2
Channel / partner relationship management
17hats
Capsule CRM
8.7

Customer Service & Support

17hats
8.0
Capsule CRM
7.7
Case management
17hats
8.0
Capsule CRM
7.7
Call center management
17hats
Capsule CRM
7.3
Help desk management
17hats
Capsule CRM
8.0

Marketing Automation

17hats
8.0
Capsule CRM
7.9
Lead management
17hats
8.0
Capsule CRM
8.0
Email marketing
17hats
Capsule CRM
7.8

CRM Project Management

17hats
9.5
Capsule CRM
8.2
Task management
17hats
9.0
Capsule CRM
8.5
Billing and invoicing management
17hats
10.0
Capsule CRM
8.2
Reporting
17hats
Capsule CRM
8.0

Customization

17hats
8.0
Capsule CRM
8.2
Custom fields
17hats
8.0
Capsule CRM
8.1
Custom objects
17hats
Capsule CRM
8.2
Scripting environment
17hats
Capsule CRM
8.7
API for custom integration
17hats
Capsule CRM
7.7

Security

17hats
9.5
Capsule CRM
8.4
Single sign-on capability
17hats
10.0
Capsule CRM
8.8
Role-based user permissions
17hats
9.0
Capsule CRM
8.1

Integrations with 3rd-party Software

17hats
8.0
Capsule CRM
7.0
Marketing automation
17hats
8.0
Capsule CRM
6.7
Compensation management
17hats
Capsule CRM
7.2

Platform

17hats
8.0
Capsule CRM
8.7
Mobile access
17hats
8.0
Capsule CRM
8.7

CRM Reporting & Analytics

17hats
Capsule CRM
7.3
Forecasting
17hats
Capsule CRM
7.2
Pipeline visualization
17hats
Capsule CRM
7.6
Customizable reports
17hats
Capsule CRM
7.3

Social CRM

17hats
Capsule CRM
7.2
Social data
17hats
Capsule CRM
7.2
Social engagement
17hats
Capsule CRM
7.2

Pros

17hats

  • Invoicing
  • Creating online questionnaire
Marli Espinales | TrustRadius Reviewer

Capsule CRM

  • Mobile app is super helpful to manage work away from a computer!
  • Excellent task management system - can track on a timeline as well as across the team.
Anonymous | TrustRadius Reviewer

Cons

17hats

  • Cheaper credit card charges
  • Ability to tweak their questionnaires a bit more
Marli Espinales | TrustRadius Reviewer

Capsule CRM

  • There are more comprehensive features in other CRMs. I wish there was the option to have multiple sales pipelines as PipeDrive has.
Anonymous | TrustRadius Reviewer

Support Rating

17hats

17hats 8.0
Based on 1 answer
It's chat based so you have to wait a bit to hear back from them but they have gotten quicker with their responses which I appreciate.
Marli Espinales | TrustRadius Reviewer

Capsule CRM

No score
No answers yet
No answers on this topic

Alternatives Considered

17hats

No answers on this topic

Capsule CRM

We simply could not afford to use the other platforms and felt this was the best choice for now! And, we're really happy with our decision because it includes everything we had wanted, and at a better price. We refer a lot of clients to this product and train them on how to use it. Once their business grows they usually upgrade to the paid version.
Anonymous | TrustRadius Reviewer

Return on Investment

17hats

  • ROI - Saves me time on creating invoices and questionnaires.
Marli Espinales | TrustRadius Reviewer

Capsule CRM

  • It's enabled us to have a cloud-based live database, rather than living off spreadsheets or an antiquated Access database
  • It's hard to really quantify ROI on a small startup, but it's been very helpful to have a small scale but powerful CRM as we grow the company.
  • Since we don't use it entirely as it's intended, the terminology and shortcuts are a bit confusing.
Alicia Barevich, bCRE, bCEE | TrustRadius Reviewer

Pricing Details

17hats

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Capsule CRM

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Rating Summary

Likelihood to Recommend

17hats
9.0
Capsule CRM
8.4

Support Rating

17hats
8.0
Capsule CRM

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