What users are saying about
34 Ratings
24 Ratings
34 Ratings
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Score 8.5 out of 100
24 Ratings
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Score 8.6 out of 100

Likelihood to Recommend

Capsule CRM

Capsule CRM has many advantages that make it unique from all other customer relationship management applications. This application is also used for task management and it is also used to set automatic quotes and proposals. In these automatic quotes and proposals, they set their company details, pricing, and different things that help them to know more details about the company. It is perplexing application for internal chat integration and document storage.
Samuel-Borris James | TrustRadius Reviewer

Close

Close.io is well suited for a sales organization who wants to track leads, make sure none slip through the cracks, move them into opportunities as discussions progress, and close new business. The simplicity of the platform is part of why it's powerful - it's full feature set can be easily understood and leveraged by even those without much training on the system. I'm not sure where Close.io would be less appropriate...
Erik Zahnlecker | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Capsule CRM
8.7
Close
8.6
Customer data management / contact management
Capsule CRM
8.6
Close
7.9
Workflow management
Capsule CRM
9.2
Close
8.2
Territory management
Capsule CRM
8.7
Close
8.0
Opportunity management
Capsule CRM
8.7
Close
8.4
Integration with email client (e.g., Outlook or Gmail)
Capsule CRM
9.0
Close
9.0
Contract management
Capsule CRM
8.9
Close
10.0
Quote & order management
Capsule CRM
8.1
Close
Interaction tracking
Capsule CRM
8.1
Close
7.6
Channel / partner relationship management
Capsule CRM
8.9
Close
9.7

Customer Service & Support

Capsule CRM
8.4
Close
9.2
Case management
Capsule CRM
8.5
Close
8.0
Call center management
Capsule CRM
8.5
Close
9.7
Help desk management
Capsule CRM
8.0
Close
10.0

Marketing Automation

Capsule CRM
8.5
Close
8.9
Lead management
Capsule CRM
8.8
Close
7.8
Email marketing
Capsule CRM
8.3
Close
10.0

CRM Project Management

Capsule CRM
8.2
Close
7.4
Task management
Capsule CRM
8.1
Close
5.5
Billing and invoicing management
Capsule CRM
8.4
Close
10.0
Reporting
Capsule CRM
8.1
Close
6.8

CRM Reporting & Analytics

Capsule CRM
7.5
Close
9.3
Forecasting
Capsule CRM
7.1
Close
10.0
Pipeline visualization
Capsule CRM
7.8
Close
8.0
Customizable reports
Capsule CRM
7.5
Close
10.0

Customization

Capsule CRM
8.3
Close
8.0
Custom fields
Capsule CRM
7.9
Close
8.0
Custom objects
Capsule CRM
8.3
Close
10.0
Scripting environment
Capsule CRM
8.6
Close
8.0
API for custom integration
Capsule CRM
8.3
Close
6.0

Security

Capsule CRM
8.3
Close
7.8
Single sign-on capability
Capsule CRM
8.2
Close
8.0
Role-based user permissions
Capsule CRM
8.5
Close
7.5

Social CRM

Capsule CRM
7.6
Close
10.0
Social data
Capsule CRM
7.8
Close
10.0
Social engagement
Capsule CRM
7.4
Close
10.0

Integrations with 3rd-party Software

Capsule CRM
7.7
Close
7.0
Marketing automation
Capsule CRM
7.6
Close
7.0
Compensation management
Capsule CRM
7.8
Close

Platform

Capsule CRM
8.2
Close
10.0
Mobile access
Capsule CRM
8.2
Close
10.0

Pros

Capsule CRM

  • 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 | TrustRadius Reviewer

Close

  • You can search for prospects by your activity & notes.
  • It helps automate the follow up process.
  • It ties cold emailing into a powerful CRM all in one portal.
Joe Gatto | TrustRadius Reviewer

Cons

Capsule CRM

  • The CRM is intended for "sales pipeline" use. We don't use it for that, so we have to hack it a bit to fit our needs. If you need a free CRM to track sales pipelines...this would be PERFECT!
  • The Dashboard isn't particularly customizable or useful for us.
Alicia Barevich, bCRE, bCEE | TrustRadius Reviewer

Close

  • Minor bugs? - Sometime when I'm replying to an account it attempts to send the email as a different user. Thankfully I've only missed it when sending internal emails!
Ryan McCarty | TrustRadius Reviewer

Usability

Capsule CRM

Capsule CRM 9.0
Based on 1 answer
Capsule CRM is business-oriented software to meet-up the demands of business applications. So you must be happy to know this tool is the best way to manage the supply chain and business solutions. Thus,. You can add up this tool to our system to see the miraculous effect of management. So, oracle fusion applications should have diverse effects on promotions and the up-gradation is very important to bring the latest effects.
Samuel-Borris James | TrustRadius Reviewer

Close

Close 7.0
Based on 1 answer
Close is a simpler platform to use when it comes to initiating email campaigns and managing leads. It has great visibility on opportunities and can be shared with specified users or can also be kept confidential. Close is not for someone who is very new to tools of its kind.
Anonymous | TrustRadius Reviewer

Support Rating

Capsule CRM

Capsule CRM 9.0
Based on 1 answer
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.
Samuel-Borris James | TrustRadius Reviewer

Close

Close 7.0
Based on 1 answer
I haven't really had the need to use their support, but the only time I had an issue with the platform, the Close team was very attentive and responded in a short span of time. Also they take minimal time to solve issues. The only con here is there is no way to reach out to them apart from email.
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

Close

Pipedrive was great for us for a long time. We used it for over 4 years. Our product and process was simple. When things got more complex, we needed something that could handle our growing needs and Pipedrive kept falling short. We built our own custom solution in Airtable and though it worked, we spend a lot of time managing it. Close was able to solve all our issues and save us hours per week in admin work.
Jason Vance | 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

Close

  • Has allowed us to have full visibility into our pipeline
  • Has allowed us to automate lead entry and follow up, saving us tons of time and helping us to make sure we're not letting people slip through the cracks. This is done through the Zapier integration and new email sequences feature
Erik Zahnlecker | TrustRadius Reviewer

Screenshots

Pricing Details

Capsule CRM

General

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

Capsule CRM Editions & Modules

Edition
Capsule CRM$12.001
  1. Per Month Per User
Additional Pricing Details

Close

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional

Close Editions & Modules

Edition
Starter$291
Basic$691
Professional$991
Business$1491
  1. per user, monthly
Additional Pricing Details
15% discount on annual pricing in addition to the month-to-month prices listed here.

Rating Summary

Likelihood to Recommend

Capsule CRM
8.4
Close
9.0

Usability

Capsule CRM
9.0
Close
7.0

Support Rating

Capsule CRM
9.0
Close
7.0

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