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
Close CRM
Score 9.1 out of 10
N/A
Close.io is a customer relationship management (CRM) software with call management and sales workflow automation capabilities.
$19
per month includes 1 user
Pricing
Capsule CRM
Close CRM
Editions & Modules
Professional
$18
per month per user
Teams
$36
per month per user
Enterprise
$54
per month per user
Solo
$9
per month (paid annually) per user
Essentials
$35
per month (paid annually) per user
Growth
$99
per month (paid annually) per user
Scale
$139
per month (paid annually) per user
Offerings
Pricing Offerings
Capsule CRM
Close CRM
Free Trial
Yes
Yes
Free/Freemium Version
Yes
No
Premium Consulting/Integration Services
No
Yes
Entry-level Setup Fee
No setup fee
Optional
Additional Details
—
The pricing listed here reflects up to a 35% discount for paying annually. Monthly billing is available at of $19 per user for the Solo plan (only 1 user allowed), $49 per user for the Essentials plan, $109 per user for the Growth plan, and $149 per user for the Scale plan.
More Pricing Information
Community Pulse
Capsule CRM
Close CRM
Features
Capsule CRM
Close CRM
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Capsule CRM
7.1
16 Ratings
9% below category average
Close CRM
8.9
8 Ratings
14% above category average
Customer data management / contact management
8.016 Ratings
8.08 Ratings
Workflow management
7.014 Ratings
7.78 Ratings
Territory management
6.09 Ratings
8.01 Ratings
Opportunity management
8.016 Ratings
10.06 Ratings
Integration with email client (e.g., Outlook or Gmail)
8.015 Ratings
9.38 Ratings
Contract management
8.013 Ratings
10.01 Ratings
Quote & order management
6.012 Ratings
00 Ratings
Interaction tracking
7.014 Ratings
8.38 Ratings
Channel / partner relationship management
6.012 Ratings
9.73 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Capsule CRM
8.4
10 Ratings
9% above category average
Close CRM
8.5
6 Ratings
11% above category average
Case management
8.68 Ratings
8.03 Ratings
Call center management
8.17 Ratings
7.45 Ratings
Help desk management
8.58 Ratings
10.02 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Capsule CRM
8.5
12 Ratings
10% above category average
Close CRM
9.0
6 Ratings
15% above category average
Lead management
8.011 Ratings
8.76 Ratings
Email marketing
9.010 Ratings
9.35 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Capsule CRM
7.7
15 Ratings
1% above category average
Close CRM
7.9
6 Ratings
3% above category average
Task management
9.013 Ratings
8.35 Ratings
Billing and invoicing management
7.011 Ratings
10.01 Ratings
Reporting
7.013 Ratings
5.45 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Capsule CRM
7.0
15 Ratings
8% below category average
Close CRM
7.5
6 Ratings
1% below category average
Forecasting
7.013 Ratings
10.01 Ratings
Pipeline visualization
8.015 Ratings
8.06 Ratings
Customizable reports
6.012 Ratings
4.44 Ratings
Customization
Comparison of Customization features of Product A and Product B
Capsule CRM
7.4
14 Ratings
3% below category average
Close CRM
8.6
8 Ratings
12% above category average
Custom fields
7.014 Ratings
10.07 Ratings
Custom objects
6.012 Ratings
10.02 Ratings
Scripting environment
8.68 Ratings
8.03 Ratings
API for custom integration
8.010 Ratings
6.47 Ratings
Security
Comparison of Security features of Product A and Product B
Capsule CRM
9.0
12 Ratings
7% above category average
Close CRM
8.0
8 Ratings
4% below category average
Single sign-on capability
9.011 Ratings
8.03 Ratings
Role-based user permissions
9.012 Ratings
8.06 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Capsule CRM
7.0
13 Ratings
6% below category average
Close CRM
10.0
1 Ratings
30% above category average
Social data
7.013 Ratings
10.01 Ratings
Social engagement
7.012 Ratings
10.01 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Capsule CRM
7.5
12 Ratings
1% above category average
Close CRM
6.4
4 Ratings
15% below category average
Marketing automation
8.012 Ratings
6.44 Ratings
Compensation management
7.010 Ratings
00 Ratings
Platform
Comparison of Platform features of Product A and Product B
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.
Excellent software to increase sales and follow up with existing and new customers. Email and SMS handling are really easy for the sales team, managing leads is really great, and Close merges duplicate leads to help our Data Leads avoid repetitive and unnecessary calls. As mentioned in some comments before, must improve in reports, Close is not appropriate to handle or track agents' hours making it necessary to implement additional software to cover this area.
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.
Email sequences. Create and send a sequence of emails until the sequence finishes or the contact replies to your email. You can also pause the sequence manually.
Email sync. Syncs in real time with your email account, which is huge.
Zapier integration. We've automated a lot of our pipeline management through the Zapier integration. This saves us soooo much time.
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.
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.
It's my favorite CRM to recommend to sales organizations. Robust Telephony options including a Power Dialer, SMS, and Voice Drop, are completely integrated into the CRM. The kicker is you can have "Unlimited" contacts where many platforms charge based on the number of users. This can make a huge difference in monthly billing.
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.
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.
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
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.