Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Acumatica
Score 8.7 out of 10
N/A
Acumatica delivers a set of cloud-based business software applications with dashboards, reporting tools, integrated document management, centralized security, and customization tools.
$1,000
per year
Capsule CRM
Score 9.0 out of 10
N/A
Capsule is a CRM solution for businesses of up to 1,000 employees. The vendor boasts over 10,000 businesses globally as customers, who choose it as the platform to deliver success across their sales and customer facing teams. Capsule is presented as easy to use and quick to adopt. It also integrates with a growing range of popular apps, including Google G Suite, QuickBooks, MailChimp and Zapier. A free trial is available, and paid plans are available from $18 per user, per month.
$18
per month per user
Pricing
AcumaticaCapsule CRM
Editions & Modules
No answers on this topic
Professional
$18
per month per user
Teams
$36
per month per user
Enterprise
$54
per month per user
Offerings
Pricing Offerings
AcumaticaCapsule CRM
Free Trial
NoYes
Free/Freemium Version
NoYes
Premium Consulting/Integration Services
YesNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional DetailsPricing is always consumption-based with no five-year lock-ins or termination penalties. The Acumatica ERP pricing structure allows adding casual users, suppliers, and customers without paying for additional licenses. The cost is based on the features and resources utilized, not on the number of users who access the system. An Acumatica partner works with users to understand specific requirements, determine the proper resources and modules for the company, and presents a price for the license.
More Pricing Information
Features
AcumaticaCapsule CRM
Payroll Management
Comparison of Payroll Management features of Product A and Product B
Acumatica
8.6
57 Ratings
18% above category average
Capsule CRM
-
Ratings
Pay calculation7.850 Ratings00 Ratings
Benefit plan administration7.135 Ratings00 Ratings
Direct deposit files8.246 Ratings00 Ratings
Customization
Comparison of Customization features of Product A and Product B
Acumatica
8.5
163 Ratings
16% above category average
Capsule CRM
8.0
13 Ratings
5% above category average
API for custom integration8.6151 Ratings8.110 Ratings
Plug-ins8.3147 Ratings00 Ratings
Custom fields00 Ratings7.913 Ratings
Custom objects00 Ratings7.611 Ratings
Scripting environment00 Ratings8.68 Ratings
Security
Comparison of Security features of Product A and Product B
Acumatica
8.6
202 Ratings
6% above category average
Capsule CRM
8.1
11 Ratings
3% below category average
Single sign-on capability8.8163 Ratings8.010 Ratings
Role-based user permissions8.4199 Ratings8.311 Ratings
Reporting & Analytics
Comparison of Reporting & Analytics features of Product A and Product B
Acumatica
8.4
208 Ratings
19% above category average
Capsule CRM
-
Ratings
Dashboards8.5196 Ratings00 Ratings
Standard reports8.1205 Ratings00 Ratings
Custom reports8.4200 Ratings00 Ratings
General Ledger and Configurable Accounting
Comparison of General Ledger and Configurable Accounting features of Product A and Product B
Acumatica
8.9
431 Ratings
15% above category average
Capsule CRM
-
Ratings
Accounts payable8.7420 Ratings00 Ratings
Accounts receivable8.6328 Ratings00 Ratings
Global Financial Support8.1115 Ratings00 Ratings
Primary and Secondary Ledgers8.6165 Ratings00 Ratings
Journals and Reconciliations8.7314 Ratings00 Ratings
Configurable Accounting8.6190 Ratings00 Ratings
Standardized Processes8.6205 Ratings00 Ratings
Inventory Management
Comparison of Inventory Management features of Product A and Product B
Acumatica
8.5
261 Ratings
8% above category average
Capsule CRM
-
Ratings
Inventory tracking8.4257 Ratings00 Ratings
Automatic reordering7.6109 Ratings00 Ratings
Location management8.6140 Ratings00 Ratings
Order Management
Comparison of Order Management features of Product A and Product B
Acumatica
8.8
269 Ratings
13% above category average
Capsule CRM
-
Ratings
Pricing8.2235 Ratings00 Ratings
Order entry8.7241 Ratings00 Ratings
Credit card processing8.5164 Ratings00 Ratings
Cost of goods sold8.3225 Ratings00 Ratings
Order Orchestration8.0108 Ratings00 Ratings
Subledger and Financial Process
Comparison of Subledger and Financial Process features of Product A and Product B
Acumatica
8.9
300 Ratings
18% above category average
Capsule CRM
-
Ratings
Billing Management8.7170 Ratings00 Ratings
Cash and Asset Management8.6277 Ratings00 Ratings
Travel & Expense Management7.9123 Ratings00 Ratings
Budgetary Control & Encumbrance Accounting8.9127 Ratings00 Ratings
Period Close8.8181 Ratings00 Ratings
Project Financial Management
Comparison of Project Financial Management features of Product A and Product B
Acumatica
9.9
4 Ratings
26% above category average
Capsule CRM
-
Ratings
Budgeting and Forecasting9.64 Ratings00 Ratings
Project Costing9.93 Ratings00 Ratings
Cost Capture9.93 Ratings00 Ratings
Capital Project Management10.02 Ratings00 Ratings
Customer Contract Compliance10.02 Ratings00 Ratings
Project Revenue Recognition9.93 Ratings00 Ratings
Project Execution Management
Comparison of Project Execution Management features of Product A and Product B
Acumatica
8.2
89 Ratings
18% above category average
Capsule CRM
-
Ratings
Project Planning and Scheduling8.482 Ratings00 Ratings
Task Insight for Project Managers8.480 Ratings00 Ratings
Project Mobile Functionality8.168 Ratings00 Ratings
Definable Resource Pools8.643 Ratings00 Ratings
Grants Management
Comparison of Grants Management features of Product A and Product B
Acumatica
8.2
32 Ratings
8% above category average
Capsule CRM
-
Ratings
Award Lifecycle Management8.632 Ratings00 Ratings
Procurement
Comparison of Procurement features of Product A and Product B
Acumatica
7.7
170 Ratings
10% above category average
Capsule CRM
-
Ratings
Bids Analyzed and Compared8.448 Ratings00 Ratings
Contract Authoring8.731 Ratings00 Ratings
Requisitions-to-Purchase Orders Integrated8.1140 Ratings00 Ratings
Supplier Management8.173 Ratings00 Ratings
Risk Management
Comparison of Risk Management features of Product A and Product B
Acumatica
8.7
49 Ratings
29% above category average
Capsule CRM
-
Ratings
Risk Repository8.637 Ratings00 Ratings
Control Management8.741 Ratings00 Ratings
Control Efficiency Assessments8.738 Ratings00 Ratings
Issue Detection8.740 Ratings00 Ratings
Remediation and Certification8.633 Ratings00 Ratings
Logistics
Comparison of Logistics features of Product A and Product B
Acumatica
8.7
69 Ratings
24% above category average
Capsule CRM
-
Ratings
Transportation Planning and Optimization7.250 Ratings00 Ratings
Transportation Execution Management7.947 Ratings00 Ratings
Trade and Customs Management7.339 Ratings00 Ratings
Fulfillment Management8.255 Ratings00 Ratings
Warehouse Workforce Management7.751 Ratings00 Ratings
Manufacturing
Comparison of Manufacturing features of Product A and Product B
Acumatica
8.9
76 Ratings
17% above category average
Capsule CRM
-
Ratings
Production Process Design7.963 Ratings00 Ratings
Production Management8.170 Ratings00 Ratings
Configuration Management8.365 Ratings00 Ratings
Work Execution8.556 Ratings00 Ratings
Manufacturing Costs8.266 Ratings00 Ratings
Supply Chain
Comparison of Supply Chain features of Product A and Product B
Acumatica
8.3
89 Ratings
14% above category average
Capsule CRM
-
Ratings
Forecasting7.577 Ratings00 Ratings
Inventory Planning7.882 Ratings00 Ratings
Performance Monitoring7.873 Ratings00 Ratings
Product Lifecycle Management
Comparison of Product Lifecycle Management features of Product A and Product B
Acumatica
8.7
50 Ratings
18% above category average
Capsule CRM
-
Ratings
Proposal Management8.741 Ratings00 Ratings
Product Master Data Management8.348 Ratings00 Ratings
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Acumatica
-
Ratings
Capsule CRM
8.1
15 Ratings
5% above category average
Customer data management / contact management00 Ratings8.415 Ratings
Workflow management00 Ratings8.413 Ratings
Territory management00 Ratings7.48 Ratings
Opportunity management00 Ratings8.215 Ratings
Integration with email client (e.g., Outlook or Gmail)00 Ratings8.714 Ratings
Contract management00 Ratings8.112 Ratings
Quote & order management00 Ratings8.011 Ratings
Interaction tracking00 Ratings7.413 Ratings
Channel / partner relationship management00 Ratings8.511 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Acumatica
-
Ratings
Capsule CRM
8.4
10 Ratings
12% above category average
Case management00 Ratings8.68 Ratings
Call center management00 Ratings8.17 Ratings
Help desk management00 Ratings8.58 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Acumatica
-
Ratings
Capsule CRM
8.6
11 Ratings
13% above category average
Lead management00 Ratings8.610 Ratings
Email marketing00 Ratings8.69 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Acumatica
-
Ratings
Capsule CRM
8.1
14 Ratings
7% above category average
Task management00 Ratings8.512 Ratings
Billing and invoicing management00 Ratings8.110 Ratings
Reporting00 Ratings7.612 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Acumatica
-
Ratings
Capsule CRM
8.4
14 Ratings
10% above category average
Forecasting00 Ratings8.512 Ratings
Pipeline visualization00 Ratings8.014 Ratings
Customizable reports00 Ratings8.611 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Acumatica
-
Ratings
Capsule CRM
7.8
12 Ratings
7% above category average
Social data00 Ratings8.012 Ratings
Social engagement00 Ratings7.611 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Acumatica
-
Ratings
Capsule CRM
8.0
11 Ratings
11% above category average
Marketing automation00 Ratings8.311 Ratings
Compensation management00 Ratings7.69 Ratings
Platform
Comparison of Platform features of Product A and Product B
Acumatica
-
Ratings
Capsule CRM
8.0
12 Ratings
7% above category average
Mobile access00 Ratings8.012 Ratings
Best Alternatives
AcumaticaCapsule CRM
Small Businesses
Zoho One
Zoho One
Score 8.2 out of 10
Salesmate
Salesmate
Score 9.8 out of 10
Medium-sized Companies
Infor VISUAL
Infor VISUAL
Score 7.4 out of 10
Creatio
Creatio
Score 9.1 out of 10
Enterprises
SAP Business ByDesign
SAP Business ByDesign
Score 7.5 out of 10
Creatio
Creatio
Score 9.1 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
AcumaticaCapsule CRM
Likelihood to Recommend
8.8
(478 ratings)
8.6
(15 ratings)
Likelihood to Renew
8.8
(26 ratings)
-
(0 ratings)
Usability
7.6
(19 ratings)
8.6
(4 ratings)
Availability
8.2
(1 ratings)
-
(0 ratings)
Performance
8.2
(1 ratings)
-
(0 ratings)
Support Rating
6.7
(14 ratings)
8.6
(4 ratings)
In-Person Training
8.6
(2 ratings)
-
(0 ratings)
Online Training
9.1
(1 ratings)
-
(0 ratings)
Implementation Rating
6.8
(8 ratings)
-
(0 ratings)
Contract Terms and Pricing Model
8.2
(1 ratings)
-
(0 ratings)
Ease of integration
7.3
(1 ratings)
-
(0 ratings)
Product Scalability
9.1
(1 ratings)
-
(0 ratings)
Professional Services
9.1
(1 ratings)
-
(0 ratings)
Vendor post-sale
9.1
(1 ratings)
-
(0 ratings)
Vendor pre-sale
9.1
(1 ratings)
-
(0 ratings)
User Testimonials
AcumaticaCapsule CRM
Likelihood to Recommend
Acumatica
I'm so new to it. I mean it has a lot of capabilities. So I'm used to working with Infor products, so I'm used to large ERP systems and I haven't seen anything that makes me question Acumatica. It seems like I can customize anything and have the system to do what I need. So I mean that's one advantage point why we selected Acumatica is because it can be tailored to our business and to what we need and the way we want to do it
Read full review
Zestia
It is difficult to beat the simplicity of use and design of Capsule CRM. Add to the fact that they offer the best free plan which is great to sign up our clients with so that they can see how valuable having a CRM is. Getting newbies to use CRM with ease helps us with our CRM projects and to sign up more clients seamlessly. Hence, it is perfect place to start with for a small business. Based on feedback from clients, who already have some premium apps to manage their sales and work orders, it can get tricky to integrate them with Capsule CRM and hence it's not that favourable in the complex IT solution use case for specific clients. Support is through messages only and it can get a bit frustating if one is in a hurry to get the setup done. It's preferred to take your time and raise support tickets as and when necessary.
Read full review
Pros
Acumatica
  • Streamlines our processes and simplifies our systems. Previously, we had to manage two software systems to handle an order and get it out the door with proper shipping documentation. Now, we were able to deploy the shipping document creation inline with the sales order process and streamline our process. This allows us to save about $3K a year just on time savings alone (in creating shipping documentation). This was a nice win for us for this project.
  • Financial Reporting is simplified and flexible for our needs. We are estimating a time savings of around $14.5K per year in time spent creating reports through manual manipulation. The reporting capabilities are much more flexible and allow for greater visibility than our previous ERP.
Read full review
Zestia
  • Capsule is very easy to use. You can just jump in and learn as you go. There are advantages to really learning the ins and outs, but for those who aren't sold on a CRM to begin with it's good for just getting them started. It is what you make of it--you can use the most basic features or really dive in to the many functionalities.
  • The UI is clean and intuitive. We don't get easily overwhelmed while using it.
  • Capsule has a very robust contact management system. It allows for the generation of very specific lists within existing contacts, which is good if the user has to keep track of thousands of individuals and companies. There is a tagging feature that is great for further organizing contacts.
  • I like that there is a simple workflow option. I encourage the sales guys to make use of this "Tracks" feature, and they often do (but if they don't, it's not the end of the world, which is nice). It provides custom sets of tasks that are created as soon as you start an opportunity or a case.
  • Capsule has a LOT of integrations, which is great if you're looking to expand what you do with your CRM. We got Capsule just to keep track of the sales pipeline, but now that everyone's on board with the concept of a CRM (they weren't sold at first!) we can look into implementing more robust programs that can "talk to" Capsule.
Read full review
Cons
Acumatica
  • Manufacturing suite. You have all the time. So for the Manufacturing edition, you're able to have negative issues that are unlimited and are not balanced into a job that needs to be improved. The mobile app itself for warehouse picking and management sets the default item to one. This is not how most warehouses that I've ever worked at operate. Bomb hierarchy and respectful of child elements. These are nitty gritty elements, but these are kind of down-and-dirty items that need to improve. But overall it's pretty good.
Read full review
Zestia
  • Its integration with Mail chimp is not smooth. Also, it does not allow to list contacts alphabetically which is a great downside of this tool. It does not contain some essential marketing features.
  • It needs to improve the user interface and make it more productive especially on the calendar view.
  • The contact sorting is quite disappointing. It would be nice if it allows users to set screen filters.
Read full review
Likelihood to Renew
Acumatica
We aren’t going to switch at this point! It’s a great system and we are looking forward to realizing the full potential of the system once we can find a VAR who has a bench that can support us.
Read full review
Zestia
No answers on this topic
Usability
Acumatica
Most "things" are intuitive which makes the software nice. A few other "things" make no sense and come from a programmers mind, not a users experience.
Read full review
Zestia
As a well-rounded business tool, Capsule CRM is an excellent choice. It fulfills our requirements and aids in the operation of our business. One of the most effective tools for managing our business solutions and supply chains is adding this tool to our system to see the fantastic results of effective management. Capsule CRM could try and see what they're offering to get the best results.
Read full review
Performance
Acumatica
there have been some performance issues
Read full review
Zestia
No answers on this topic
Support Rating
Acumatica
We used Acumatica Support directly for the first year or so. Overall it's pretty good, but sometimes the support staff wasn't educated on the customizations we had, nor was I as the Customer as I couldn't remember which things were customized and which things were out of the box, so when there was an error, there were some misunderstandings.
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Zestia
Capsule CRM is the best application in allocating the problems and reasons for any project drawback. Your solution will be there within seconds. It controls business empowerment with its authentic approach and we can use this application without any problem. Our employees are on a single platform and we can decide and implement things at once. There is no need to wait for any meeting, as everything is just a click away. Our promotions are technical and easy to understand for clients and they can communicate well to deliver their ideas.
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Implementation Rating
Acumatica
I'd say the partner selection is critically important. I think the software is very easy to implement. It's very customizable to your business. Finding a partner that will work with you to understand your business and your needs is the critical piece to make sure that the system goes along with it.
Read full review
Zestia
No answers on this topic
Alternatives Considered
Acumatica
Well, we decided to go with Acumatica and I believe it was a really good decision. The VAR was a big part of that as well because of their insights and knowledge, but I just felt Acumatica was the right fit for us in size and it had the capabilities we needed, but it also wasn't overkill.
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Zestia
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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Return on Investment
Acumatica
  • Definitely positive because we're able to give data to the end users much quicker. Were they able to make more accurate and timely financial decisions and kind of know where they're at, and how much money do I have left to spend for the month? Things like that. And our CFO is able to utilize the data more quickly.
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Zestia
  • 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.
Read full review
ScreenShots

Acumatica Screenshots

Screenshot of Acumatica Cloud ERP - Device SupportScreenshot of Acumatica Cloud ERP - Production Manager DashboardScreenshot of Acumatica Cloud ERP - Production Schedule BoardScreenshot of Acumatica Cloud ERP -Warehouse Manager DashboardScreenshot of Acumatica Cloud ERP - Purchasing Manager DashboardScreenshot of Acumatica Cloud ERP - Sales Manager Dashboard

Capsule CRM Screenshots

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