17hats vs Capsule CRM

Likelihood to Recommend

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.

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Marli Espinales

Internet Marketing Director and Consultant

Clicc Media IncMarketing and Advertising, 1-10 employees

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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.

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Rosi Muñoz

Analyst

CSR-Atlanta, LLCManagement Consulting, 1-10 employees

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Feature Rating Comparison

17hats

Capsule CRM

Customer data management / contact management

Workflow management

Integration with email client (e.g., Outlook or Gmail)

Contract management

Quote & order management

Interaction tracking

Territory management

Opportunity management

Channel / partner relationship management

17hats

Capsule CRM

Case management

Call center management

Help desk management

17hats

Capsule CRM

Lead management

Email marketing

17hats

Capsule CRM

Task management

Billing and invoicing management

Reporting

17hats

Capsule CRM

Custom fields

Custom objects

Scripting environment

API for custom integration

17hats

Capsule CRM

Single sign-on capability

Role-based user permissions

17hats

Capsule CRM

Marketing automation

Compensation management

17hats

Capsule CRM

Mobile access

17hats

Capsule CRM

Forecasting

Pipeline visualization

Customizable reports

17hats

Capsule CRM

Social data

Social engagement

Pros

Invoicing
Creating online questionnaire

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Marli Espinales

Internet Marketing Director and Consultant

Clicc Media IncMarketing and Advertising, 1-10 employees

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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.

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Alicia Barevich, bCRE, bCEE

Database Administrator

The Blake SchoolMarketing and Advertising, 1-10 employees

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Cons

Cheaper credit card charges
Ability to tweak their questionnaires a bit more

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Marli Espinales

Internet Marketing Director and Consultant

Clicc Media IncMarketing and Advertising, 1-10 employees

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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.

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Rosi Muñoz

Analyst

CSR-Atlanta, LLCManagement Consulting, 1-10 employees

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Support Rating

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.

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Marli Espinales

Internet Marketing Director and Consultant

Clicc Media IncMarketing and Advertising, 1-10 employees

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No score

No answers yet

No answers on this topic

Alternatives Considered

No answers on this topic

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.

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Verified User

Consultant in Marketing

Graphic Design Company, 1-10 employees

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Return on Investment

ROI - Saves me time on creating invoices and questionnaires.

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Marli Espinales

Internet Marketing Director and Consultant

Clicc Media IncMarketing and Advertising, 1-10 employees

View all 1 answers on this topic

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.

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Alicia Barevich, bCRE, bCEE

Database Administrator

The Blake SchoolMarketing and Advertising, 1-10 employees

View all 11 answers on this topic

Pricing Details

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

—

General

Free Trial

—

Free/Freemium Version

—

Premium Consulting/Integration Services

—

Entry-level set up fee?

No

Capsule CRM Editions & Modules

—

Additional Pricing Details

—

Rating Summary

17hats

Capsule CRM

17hats

Capsule CRM

Likelihood to Recommend

17hats

Capsule CRM

Feature Rating Comparison

Customer data management / contact management

Workflow management

Integration with email client (e.g., Outlook or Gmail)

Contract management

Quote & order management

Interaction tracking

Territory management

Opportunity management

Channel / partner relationship management

Case management

Call center management

Help desk management

Lead management

Email marketing

Task management

Billing and invoicing management

Reporting

Custom fields

Custom objects

Scripting environment

API for custom integration

Single sign-on capability

Role-based user permissions

Marketing automation

Compensation management

Mobile access

Forecasting

Pipeline visualization

Customizable reports

Social data

Social engagement

Pros

17hats

Capsule CRM

Cons

17hats

Capsule CRM

Support Rating

17hats

Capsule CRM

Alternatives Considered

17hats

Capsule CRM

Return on Investment

17hats

Capsule CRM

Screenshots

17hats

Capsule CRM

Pricing Details

General

Free Trial

Free/Freemium Version

Premium Consulting/Integration Services

Entry-level set up fee?

17hats Editions & Modules

Edition

Additional Pricing Details

General

Free Trial

Free/Freemium Version

Premium Consulting/Integration Services

Entry-level set up fee?

Capsule CRM Editions & Modules

Additional Pricing Details

Rating Summary

Add comparison