What users are saying about

Capsule CRM

14 Ratings

AllProWebTools

4 Ratings
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Score 6.7 out of 101

Capsule CRM

14 Ratings
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Score 8.2 out of 101

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Likelihood to Recommend

AllProWebTools

It works very well for my cooking business.
Trisha Thiel profile photo

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 profile photo

Feature Rating Comparison

Sales Force Automation

AllProWebTools
9.1
Capsule CRM
8.3
Customer data management / contact management
AllProWebTools
9.1
Capsule CRM
9.1
Workflow management
AllProWebTools
9.1
Capsule CRM
8.1
Quote & order management
AllProWebTools
9.1
Capsule CRM
7.7
Opportunity management
AllProWebTools
Capsule CRM
7.6
Integration with email client (e.g., Outlook or Gmail)
AllProWebTools
Capsule CRM
7.0
Contract management
AllProWebTools
Capsule CRM
8.3
Interaction tracking
AllProWebTools
Capsule CRM
9.6
Channel / partner relationship management
AllProWebTools
Capsule CRM
9.1

Marketing Automation

AllProWebTools
9.1
Capsule CRM
8.0
Lead management
AllProWebTools
9.1
Capsule CRM
8.0
Email marketing
AllProWebTools
9.1
Capsule CRM
8.0

CRM Project Management

AllProWebTools
9.1
Capsule CRM
7.6
Task management
AllProWebTools
9.1
Capsule CRM
8.7
Billing and invoicing management
AllProWebTools
9.1
Capsule CRM
7.0
Reporting
AllProWebTools
Capsule CRM
7.0

Customization

AllProWebTools
9.1
Capsule CRM
6.6
Custom fields
AllProWebTools
9.1
Capsule CRM
6.6
Custom objects
AllProWebTools
Capsule CRM
6.0
Scripting environment
AllProWebTools
Capsule CRM
6.0
API for custom integration
AllProWebTools
Capsule CRM
8.0

Platform

AllProWebTools
4.5
Capsule CRM
7.0
Mobile access
AllProWebTools
4.5
Capsule CRM
7.0

Customer Service & Support

AllProWebTools
Capsule CRM
7.0
Case management
AllProWebTools
Capsule CRM
10.0
Help desk management
AllProWebTools
Capsule CRM
4.0

CRM Reporting & Analytics

AllProWebTools
Capsule CRM
6.6
Forecasting
AllProWebTools
Capsule CRM
5.0
Pipeline visualization
AllProWebTools
Capsule CRM
7.8
Customizable reports
AllProWebTools
Capsule CRM
7.0

Security

AllProWebTools
Capsule CRM
7.5
Single sign-on capability
AllProWebTools
Capsule CRM
8.0
Role-based user permissions
AllProWebTools
Capsule CRM
7.0

Social CRM

AllProWebTools
Capsule CRM
6.5
Social data
AllProWebTools
Capsule CRM
7.0
Social engagement
AllProWebTools
Capsule CRM
6.0

Integrations with 3rd-party Software

AllProWebTools
Capsule CRM
6.0
Marketing automation
AllProWebTools
Capsule CRM
6.0

Pros

  • The CRM holds all of my contacts and it is already integrated with all of my other tools.
  • The Email Management system is already integrated with all of my other tools. This means that I do not have to download CSVs and upload them to a separate email program everytime I want to send out an email blast.
  • I can take payments in the same system that has my email marketing and CRM. This means that I can create tags and send different email campaigns depending on if I have received payment or not.
  • The website hosting means that I can use the same software to update my blog and gallery of food pictures.
  • I can sell tickets to my cooking classes from the same software that manages everything else that I do in my business.
  • I use the task manager that is built in to remind me of things I need to do. I really like that it is tied into my CRM so I can tag tasks to specific clients.
  • The built in timecard system allows me to "clock in" to whatever client that I am working on so that my time and hourly rate are automatically calculated for me. My invoices are sent automatically on the first of each month.
Trisha Thiel profile photo
  • 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.
Rosi Muñoz profile photo

Cons

  • QuickBooks Integration
  • More email templates
  • They do not have an app
Trisha Thiel profile photo
  • 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.
Rosi Muñoz profile photo

Alternatives Considered

I used to use Microsoft Excel to organize my business - but it got pretty crazy pretty fast.
Trisha Thiel profile photo
SuiteCRM, & SugarCRM were the other final contenders when I chose Capsule CRM. I don't remember what was the final factor in making a decision, but I know that the amount of database you can get for free was really my main consideration, and the ability to grow into the paid version was great as well.
Alicia Barevich, bCRE, bCEE profile photo

Return on Investment

  • It just makes it easier for me to track what is going on in my business.
  • I like having everything in one place, instead of a bunch of different programs.
Trisha Thiel profile photo
  • 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 profile photo

Screenshots

Pricing Details

AllProWebTools

General
Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Required
$195*
1.  per installation
AllProWebTools Editions & Modules
AllProWebTools
Edition
Base + Website Hosting
$101
1. per installation
Additional Pricing Details
Starting price of $10/month for unlimited user accounts. Provides website hosting, task manager, blogging, password manager, office chat, and the WorkFlow Timeline. Setup fee covers up to 10 hours of personal training and data import from other software programs.

Capsule CRM

General
Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No
Capsule CRM Editions & Modules
Capsule CRM
Additional Pricing Details