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
ClickUp
Score 8.5 out of 10
Small Businesses (1-50 employees)
ClickUp is an all-in-one productivity platform. It’s a hub where teams can come together to plan, organize, and collaborate on work using tasks, Docs, Chat, Goals, and Whiteboard. Customized with just a few clicks, ClickUp helps teams of all types and sizes deliver work more effectively, to boost productivity to new heights. ClickUp aims to make the world more productive by removing friction caused by using many different applications. The platform boasts millions…
Capsule CRM feels modern, quick and on-the-ball with its layout, features and integration options. It also has an intuitive feel making it easy to adopt from an alternative system.
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.
ClickUp is fantastic for a company that has a strong emphasis on execution and project management. ClickUp feature set is amongst one of the strongest in the industry. As a software business, we require this sort of feature set for things like sprints, GANTT, agile and much more. ClickUp can be daunting for companies that are looking for basic project management without the bells and whistles. There are other project management providers that have a much simpler platform. If you are a fast growing dynamic tech company I really don't see another option that rivals ClickUp
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.
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.
We're very pleased with how the system works in general. For over a year we've barely ever had any problems with ClickUp and there might have only been one or two times when it wasn't operational for us due to a global emergency. Moreover, when we had a problem once with renewing our licenses we've been contacted directly by our account manager and taken care of in a very professional way (with a due refund as well). The exceptional customer service makes us firmly believe that ClickUp is just the right tool for us.
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.
Far easier to use than any other PM tool. ClickUp is incredibly intuitive and had us saving time and energy within the first week of implementation. In my opinion, PM software should make it easier to focus on the deliverables - it shouldn't take all your time and energy to learn how to use the tool in the first place. ClickUp is a user-friendly tool that actually helps us focus on what's important.
For over a year ClickUp was unavailable to us just twice for a couple of hours. I would say for a system this big and working globally that was a minor issue. They managed to fix all the issues within a couple hours and then it was back up and running perfectly fine.
I understand that it's a beast and does a lot of things, which is probably why it's laggy. But I do find it takes longer than I'd like to load, and if I am sending a complex document to a client or team member they aren't quite sure if they're getting the right thing at first. This is actually a pretty significant problem - my biggest beef with ClickUp.
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.
ClickUp support is incredible! They respond quickly with any questions about my issue, provide a timeline, and elaborate on how they will solve my problem. They are incredibly respectful and accommodating. Whenever I run into an issue, I know that ClickUp support will be happy to answer any questions and help my team out. When I start a support ticket, I know that I won't be getting sent article recommendations, I will be speaking to their customer support team immediately
There are multiple guides on literally all of the functions you can find within the system, therefore it's easy to learn anything you'd really like to use, starting from project and people management, down to Gantts, mind maps, time tracking, inviting Clients as guests to work with you on the projects and so much more.
Using ClickUp is fairly easy. There are multiple guides on how to use all of the functions in the system. An organization wanting to start working with ClickUp should simply try it out and see how it would like to adapt its workflow to the possibilities the system gives the users.
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
They are all very similar, but ClickUp was easier to use. The UX design is great, everything falls into place. I didn’t have to train anyone from the team on how to use it. They easily understood how it works. It’s simple, clear and straightforward. Every move you make, it’s actually what you expect it to do.
Scaling with ClickUp is superb. If you create a workflow best suited for your organization then it's all about creating new accounts and teaching the new employees the workflow you're using. It's that simple. There is no black magic when it comes to Clickup.
ClickUp has had a positive impact since it has allowed the Global Operations Department to have a consistent collaboration by having this app as a repository of Projects and Programs, which has enabled a faster synchronization and stronger collaboration to better allocate resources.
A positive impact is a faster and clearer prioritization process for the executives since this app allows you to have a full picture of what's going on across the board.
