Agile CRM vs. Capsule CRM

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Agile CRM
Score 7.8 out of 10
N/A
Agile CRM is a customer relationship management (CRM) software built to make the entire marketing and sales lifecycles more efficient, built around features like sales enablement, marketing automation, social suite, and web engagement.
$8.99
*per user per month
Capsule CRM
Score 8.9 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
Agile CRMCapsule CRM
Editions & Modules
Starter
$8.99
*per user per month
Regular
$29.99
*per user per month
Enterprise
$47.99
*per user per month
Free
Free
for 10 users
Professional
$18
per month per user
Teams
$36
per month per user
Enterprise
$54
per month per user
Offerings
Pricing Offerings
Agile CRMCapsule CRM
Free Trial
NoYes
Free/Freemium Version
NoYes
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details*pricing for 2 year plan.
More Pricing Information
Community Pulse
Agile CRMCapsule CRM
Considered Both Products
Agile CRM
Chose Agile CRM
I trialed a number of other CRMs much to the disgust of my colleagues!

  • Pipedrive was great but more sales focussed and heavy on Javascript so felt slow at times
Capsule CRM
Chose Capsule CRM
UNLIKE OTHER CRM, Capsule CRM incorporates the latest business technologies into a single solution. It is the best application for promoting our business. The level of communication with clients is outstanding. We can get a quick and accurate read on anything by simply …
Chose Capsule CRM
It stacks up pretty well in basic features but lags behind in terms of CRM features and support, there is a lack of features as compared to the multitude of these software and support only exists over mail, a live chat feature would be much appreciated, integration with …
Top Pros
Top Cons
Features
Agile CRMCapsule CRM
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Agile CRM
3.2
19 Ratings
82% below category average
Capsule CRM
7.2
16 Ratings
6% below category average
Customer data management / contact management3.619 Ratings8.016 Ratings
Workflow management5.516 Ratings7.114 Ratings
Territory management2.311 Ratings6.19 Ratings
Opportunity management3.416 Ratings8.016 Ratings
Integration with email client (e.g., Outlook or Gmail)1.118 Ratings8.015 Ratings
Contract management4.211 Ratings8.013 Ratings
Quote & order management3.512 Ratings6.112 Ratings
Interaction tracking3.718 Ratings7.014 Ratings
Channel / partner relationship management1.79 Ratings6.112 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Agile CRM
1.8
16 Ratings
123% below category average
Capsule CRM
8.4
10 Ratings
11% above category average
Case management1.814 Ratings8.68 Ratings
Call center management1.814 Ratings8.17 Ratings
Help desk management1.816 Ratings8.58 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Agile CRM
3.3
19 Ratings
78% below category average
Capsule CRM
8.5
12 Ratings
12% above category average
Lead management5.518 Ratings8.011 Ratings
Email marketing1.119 Ratings9.010 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Agile CRM
3.6
17 Ratings
71% below category average
Capsule CRM
7.7
15 Ratings
2% above category average
Task management4.915 Ratings9.013 Ratings
Billing and invoicing management1.410 Ratings7.011 Ratings
Reporting4.417 Ratings7.013 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Agile CRM
1.4
18 Ratings
138% below category average
Capsule CRM
7.1
15 Ratings
7% below category average
Forecasting1.314 Ratings7.113 Ratings
Pipeline visualization1.916 Ratings8.015 Ratings
Customizable reports1.117 Ratings6.112 Ratings
Customization
Comparison of Customization features of Product A and Product B
Agile CRM
4.1
19 Ratings
59% below category average
Capsule CRM
7.4
14 Ratings
2% below category average
Custom fields3.919 Ratings7.114 Ratings
Custom objects6.013 Ratings6.112 Ratings
Scripting environment1.49 Ratings8.68 Ratings
API for custom integration5.011 Ratings8.010 Ratings
Security
Comparison of Security features of Product A and Product B
Agile CRM
5.9
16 Ratings
34% below category average
Capsule CRM
8.9
12 Ratings
7% above category average
Single sign-on capability5.915 Ratings8.911 Ratings
Role-based user permissions5.916 Ratings9.012 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Agile CRM
3.0
12 Ratings
83% below category average
Capsule CRM
7.1
13 Ratings
2% below category average
Social data3.012 Ratings7.113 Ratings
Social engagement3.012 Ratings7.012 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Agile CRM
5.2
14 Ratings
31% below category average
Capsule CRM
7.5
12 Ratings
5% above category average
Marketing automation6.514 Ratings8.012 Ratings
Compensation management3.89 Ratings7.010 Ratings
Platform
Comparison of Platform features of Product A and Product B
Agile CRM
8.2
14 Ratings
9% above category average
Capsule CRM
8.0
13 Ratings
6% above category average
Mobile access8.214 Ratings8.013 Ratings
Best Alternatives
Agile CRMCapsule CRM
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10
Salesmate
Salesmate
Score 9.8 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.2 out of 10
Creatio
Creatio
Score 9.2 out of 10
Enterprises
Creatio
Creatio
Score 9.2 out of 10
Creatio
Creatio
Score 9.2 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
Agile CRMCapsule CRM
Likelihood to Recommend
4.0
(20 ratings)
8.0
(16 ratings)
Likelihood to Renew
10.0
(2 ratings)
-
(0 ratings)
Usability
2.1
(10 ratings)
8.6
(4 ratings)
Availability
10.0
(1 ratings)
-
(0 ratings)
Performance
10.0
(1 ratings)
-
(0 ratings)
Support Rating
1.1
(10 ratings)
8.6
(4 ratings)
Online Training
10.0
(1 ratings)
-
(0 ratings)
Implementation Rating
10.0
(1 ratings)
-
(0 ratings)
Configurability
10.0
(1 ratings)
-
(0 ratings)
Ease of integration
10.0
(1 ratings)
-
(0 ratings)
Product Scalability
10.0
(1 ratings)
-
(0 ratings)
Vendor post-sale
10.0
(1 ratings)
-
(0 ratings)
Vendor pre-sale
10.0
(1 ratings)
-
(0 ratings)
User Testimonials
Agile CRMCapsule CRM
Likelihood to Recommend
Agile CRM
Agile CRM is well suited if an existing customer business process is defined or drafted thoroughly. Agile allowed automating workflows and marketing to improve lead management and suppress tedious tasks so users can focus on more important matters. However, Agile CRM costs can increase significantly if you want additional features and customizations. If you know what you're doing with CRMs and marketing automation or customer contracts and management then AgileCRM is worth a try.
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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.
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Pros
Agile CRM
  • The set-up was simple. We ran into a snag with my domain verification, but Agile support worked with me to get it resolved.
  • I love being able to create several scripts based on persona. You can easily use a rule to display the appropriate script for each contact.
  • Even team members new to CRM were able to grasp it and be efficient within a few hours - it's simple to navigate.
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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.
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Cons
Agile CRM
  • The email template building tool is inflexible although it is simple to use and looks nice if you can work within its parameters.
  • Customer Support is not committed to finding answers and providing the best solutions. Many times each support person has a different answer or fixing a bug will take up to 2 weeks to address. They do not seem to understand that they are an online marketing platform that requires solutions within hours (or maybe days) and not weeks.
  • At some point in mid-2021, the process for sending out emails to 10s of thousands of contacts stopped functioning as simply and effectively as it had in the past. My staff (which I use as test cases) was no longer receiving emails, even though it showed in the system that they had received it (and no, it wasn't in spam). The bandaids that they provided me would work for one or two mailings and then stop working again. I was regularly trying to get customer support to find my answers but they were never able to solve my problem. The basic functionality that I appreciated - sending out nicely formatted email newsletters - is now completely gone and the platform is useless for our needs.
  • The reporting tools are awful and poorly configured. Querying on groups of people is inconsistent and inaccurate. There is no segmentation feature that I found that was actually effective.
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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.
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Likelihood to Renew
Agile CRM
There was a little bit of a learning curve and some bumps along the way to managing this platform, but AgileCRM appears to be responsive to any challenges that arise, which I consider to be of vital importance.
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Zestia
No answers on this topic
Usability
Agile CRM
Until the email issues are resolved I cannot recommend agile for any function. The email delivery rate has halved in the last six months and halved again in the last two with no resolution in sight. The customer service discussions start from zero information anytime suggesting agile are not writing notes or using a ticketing system to track customers' complaints. This results in our staff having to send emails manually and defeating the purpose of the system.
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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.
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Reliability and Availability
Agile CRM
The training sessions are very helpful, because you have specialist that is available to answer any questions, guide you and coach you on how to dominate a certain feature of the platform. That being said,Whenever I have an issue that needs to be resolved, I can send email or call a support line. I usually use the support line.
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Zestia
No answers on this topic
Performance
Agile CRM
The performance of AgileCRM has been acceptable to date. I'm pleased with the ability to modify leads in the system and search for them and add groups to campaigns.
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Zestia
No answers on this topic
Support Rating
Agile CRM
The technical support of this software I liked a lot because whenever we need help to solve any problem or even to answer any questions about the software, Agile CRM's support was quick and efficient and guided us on the best solution to solve the problem. I admire and respect that a lot.
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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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Online Training
Agile CRM
Each section of the AgileCRM platform has an instructional video that describes in detail all of the features of that section. I found this to be very instructional way to learn about each section. Whenever I had more questions, I could always schedule a conference call with a tutor..
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Zestia
No answers on this topic
Implementation Rating
Agile CRM
Once I get everything set up, everything started to flow and I can see the major benefit of this platform to my business
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Zestia
No answers on this topic
Alternatives Considered
Agile CRM
It was able to do most of the functions needed but was the most cost-effective to get us started. If you are a new company and looking to get started with a CRM start here for a year or two and when you have the money you can pay for one of the bigger players. This platform will give you all you need to be successful. We have been using it for 2 years and we profited more each year.
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Zestia
We chose Capsule CRM over Zoho CRM due to the various modules that it would take for Zoho CRM to work for our firm. Additional Zoho modules would have been needed (Zoho CRM and Projects) to make it work for us which in turn requires additional management. With Capsule CRM, there was only one app that needed to be integrated within our app ecosystem
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Scalability
Agile CRM
This products Starts with a free Limited version. You can upgradeTo an affordable paid version with minimal features. There's also an enterprise version which is what I have. It's much more expensive, however it allows me to access the full range of features available.
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Zestia
No answers on this topic
Return on Investment
Agile CRM
  • It may be me but I spent a disproportionate amount of time figuring out how to derive more ROI from Agile CRM. The functionality and facilities were there but I eventually gave up as it was taking too much time and attention.
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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.
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ScreenShots

Capsule CRM Screenshots

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