What users are saying about
26 Ratings
26 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 8.5 out of 100

Likelihood to Recommend

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 | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Capsule CRM
8.5
Customer data management / contact management
Capsule CRM
8.4
Workflow management
Capsule CRM
8.8
Territory management
Capsule CRM
8.0
Opportunity management
Capsule CRM
8.1
Integration with email client (e.g., Outlook or Gmail)
Capsule CRM
9.0
Contract management
Capsule CRM
8.7
Quote & order management
Capsule CRM
8.4
Interaction tracking
Capsule CRM
8.3
Channel / partner relationship management
Capsule CRM
8.7

Customer Service & Support

Capsule CRM
7.7
Case management
Capsule CRM
7.8
Call center management
Capsule CRM
7.3
Help desk management
Capsule CRM
8.0

Marketing Automation

Capsule CRM
7.9
Lead management
Capsule CRM
8.0
Email marketing
Capsule CRM
7.8

CRM Project Management

Capsule CRM
8.3
Task management
Capsule CRM
8.5
Billing and invoicing management
Capsule CRM
8.2
Reporting
Capsule CRM
8.0

CRM Reporting & Analytics

Capsule CRM
7.4
Forecasting
Capsule CRM
7.2
Pipeline visualization
Capsule CRM
7.6
Customizable reports
Capsule CRM
7.3

Customization

Capsule CRM
8.1
Custom fields
Capsule CRM
8.0
Custom objects
Capsule CRM
8.2
Scripting environment
Capsule CRM
8.6
API for custom integration
Capsule CRM
7.7

Security

Capsule CRM
8.4
Single sign-on capability
Capsule CRM
8.8
Role-based user permissions
Capsule CRM
8.1

Social CRM

Capsule CRM
7.2
Social data
Capsule CRM
7.2
Social engagement
Capsule CRM
7.2

Integrations with 3rd-party Software

Capsule CRM
7.0
Marketing automation
Capsule CRM
6.7
Compensation management
Capsule CRM
7.2

Platform

Capsule CRM
8.7
Mobile access
Capsule CRM
8.7

Pros

Capsule CRM

  • Mobile app is super helpful to manage work away from a computer!
  • Excellent task management system - can track on a timeline as well as across the team.
Anonymous | TrustRadius Reviewer

Cons

Capsule CRM

  • There are more comprehensive features in other CRMs. I wish there was the option to have multiple sales pipelines as PipeDrive has.
Anonymous | TrustRadius Reviewer

Alternatives Considered

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.
Anonymous | TrustRadius Reviewer

Return on Investment

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.
Alicia Barevich, bCRE, bCEE | TrustRadius Reviewer

Pricing Details

Capsule CRM

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Rating Summary

Add comparison