What users are saying about
3 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>Score 9.5 out of 100
Based on 3 reviews and ratings
28 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>Score 8.3 out of 100
Based on 28 reviews and ratings
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.
Internet Marketing Director and Consultant
Clicc Media IncMarketing and Advertising, 1-10 employees
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.
Analyst
CSR-Atlanta, LLCManagement Consulting, 1-10 employees
Feature Rating Comparison
Sales Force Automation
17hats
9.2
Capsule CRM
8.4
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
8.8
Contract management
17hats
10.0
Capsule CRM
8.4
Quote & order management
17hats
10.0
Capsule CRM
8.2
Interaction tracking
17hats
8.0
Capsule CRM
8.1
Territory management
17hats
—
Capsule CRM
8.3
Opportunity management
17hats
—
Capsule CRM
8.3
Channel / partner relationship management
17hats
—
Capsule CRM
8.4
Customer Service & Support
17hats
8.0
Capsule CRM
7.8
Case management
17hats
8.0
Capsule CRM
7.8
Call center management
17hats
—
Capsule CRM
7.5
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
8.1
Task management
17hats
9.0
Capsule CRM
8.2
Billing and invoicing management
17hats
10.0
Capsule CRM
8.2
Reporting
17hats
—
Capsule CRM
7.9
Customization
17hats
8.0
Capsule CRM
8.1
Custom fields
17hats
8.0
Capsule CRM
8.0
Custom objects
17hats
—
Capsule CRM
8.0
Scripting environment
17hats
—
Capsule CRM
8.5
API for custom integration
17hats
—
Capsule CRM
7.8
Security
17hats
9.5
Capsule CRM
8.4
Single sign-on capability
17hats
10.0
Capsule CRM
8.5
Role-based user permissions
17hats
9.0
Capsule CRM
8.2
Integrations with 3rd-party Software
17hats
8.0
Capsule CRM
7.0
Marketing automation
17hats
8.0
Capsule CRM
6.8
Compensation management
17hats
—
Capsule CRM
7.2
Platform
17hats
8.0
Capsule CRM
8.8
Mobile access
17hats
8.0
Capsule CRM
8.8
CRM Reporting & Analytics
17hats
—
Capsule CRM
7.1
Forecasting
17hats
—
Capsule CRM
7.0
Pipeline visualization
17hats
—
Capsule CRM
7.3
Customizable reports
17hats
—
Capsule CRM
7.0
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
Internet Marketing Director and Consultant
Clicc Media IncMarketing and Advertising, 1-10 employees
Capsule CRM
- Many fields. It's not super customizable, at least at the free level, but there are many fields that you can utilize to fit your needs
- Entirely web based. We've never experienced down time or lag issues.
- Free! It's hard to find a powerful database for free.
Database Administrator
The Blake SchoolMarketing and Advertising, 1-10 employees
Cons
17hats
- Cheaper credit card charges
- Ability to tweak their questionnaires a bit more
Internet Marketing Director and Consultant
Clicc Media IncMarketing and Advertising, 1-10 employees
Capsule CRM
- I REALLY wish they had the option to list an individual as being part of more than one company. That is a pretty basic feature that should be included!
- It would be nice to have a more flexible workflow option with Tracks ("if this then that"), or a very simple flowchart of tasks that are generated depending on which way the opportunity goes.
- There are barely any Capsule videos on Youtube. A feature I would really love is a set of tutorials or webinars that I could use for learning and for training others.
- It would be neat if they integrated with project planning software like Basecamp or Wrike.
Analyst
CSR-Atlanta, LLCManagement Consulting, 1-10 employees
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.
Internet Marketing Director and Consultant
Clicc Media IncMarketing and Advertising, 1-10 employees
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.

Verified User
Consultant in Marketing
Graphic Design Company, 1-10 employeesReturn on Investment
17hats
- ROI - Saves me time on creating invoices and questionnaires.
Internet Marketing Director and Consultant
Clicc Media IncMarketing and Advertising, 1-10 employees
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.
Database Administrator
The Blake SchoolMarketing and Advertising, 1-10 employees
Screenshots
17hats
—Pricing Details
17hats
General
Free Trial
—Free/Freemium Version
—Premium Consulting/Integration Services
—Entry-level set up fee?
No
17hats Editions & Modules
Edition
Starting Price | $45.001 |
---|
- Per Month
Additional Pricing Details
—Capsule CRM
General
Free Trial
—Free/Freemium Version
—Premium Consulting/Integration Services
—Entry-level set up fee?
No
Capsule CRM Editions & Modules
—