Capsule CRM vs. Close CRM

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Capsule CRM
Score 8.7 out of 10
N/A
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 8.3 out of 10
N/A
Close.io is a customer relationship management (CRM) software with call management and sales workflow automation capabilities.
$29
per user, monthly
Pricing
Capsule CRMClose CRM
Editions & Modules
Professional
$18
per month per user
Teams
$36
per month per user
Enterprise
$54
per month per user
Starter
$29
per user, monthly
Basic
$69
per user, monthly
Professional
$99
per user, monthly
Business
$149
per user, monthly
Offerings
Pricing Offerings
Capsule CRMClose CRM
Free Trial
YesYes
Free/Freemium Version
YesNo
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup feeOptional
Additional Details15% discount on annual pricing in addition to the month-to-month prices listed here.
More Pricing Information
Features
Capsule CRMClose CRM
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Capsule CRM
8.2
15 Ratings
3% above category average
Close CRM
8.9
8 Ratings
12% above category average
Customer data management / contact management8.415 Ratings8.38 Ratings
Workflow management8.613 Ratings8.08 Ratings
Territory management7.68 Ratings8.01 Ratings
Opportunity management8.215 Ratings9.76 Ratings
Integration with email client (e.g., Outlook or Gmail)8.814 Ratings9.58 Ratings
Contract management8.312 Ratings10.01 Ratings
Quote & order management8.011 Ratings00 Ratings
Interaction tracking7.413 Ratings8.38 Ratings
Channel / partner relationship management8.811 Ratings9.73 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Capsule CRM
8.5
10 Ratings
9% above category average
Close CRM
8.7
6 Ratings
11% above category average
Case management8.68 Ratings8.03 Ratings
Call center management8.47 Ratings8.05 Ratings
Help desk management8.48 Ratings10.02 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Capsule CRM
8.7
11 Ratings
10% above category average
Close CRM
9.2
6 Ratings
16% above category average
Lead management8.810 Ratings8.96 Ratings
Email marketing8.69 Ratings9.55 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Capsule CRM
8.1
14 Ratings
4% above category average
Close CRM
8.2
6 Ratings
6% above category average
Task management8.412 Ratings8.35 Ratings
Billing and invoicing management8.210 Ratings10.01 Ratings
Reporting7.812 Ratings6.45 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Capsule CRM
8.4
14 Ratings
9% above category average
Close CRM
8.0
6 Ratings
4% above category average
Forecasting8.412 Ratings10.01 Ratings
Pipeline visualization8.214 Ratings8.56 Ratings
Customizable reports8.611 Ratings5.54 Ratings
Customization
Comparison of Customization features of Product A and Product B
Capsule CRM
8.1
13 Ratings
4% above category average
Close CRM
8.6
8 Ratings
10% above category average
Custom fields8.013 Ratings9.57 Ratings
Custom objects7.811 Ratings10.02 Ratings
Scripting environment8.68 Ratings8.03 Ratings
API for custom integration8.210 Ratings6.97 Ratings
Security
Comparison of Security features of Product A and Product B
Capsule CRM
8.2
11 Ratings
3% below category average
Close CRM
8.2
8 Ratings
3% below category average
Single sign-on capability8.010 Ratings8.03 Ratings
Role-based user permissions8.411 Ratings8.46 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Capsule CRM
7.9
12 Ratings
6% above category average
Close CRM
10.0
1 Ratings
29% above category average
Social data8.112 Ratings10.01 Ratings
Social engagement7.711 Ratings10.01 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Capsule CRM
8.1
11 Ratings
9% above category average
Close CRM
7.0
4 Ratings
6% below category average
Marketing automation8.411 Ratings7.04 Ratings
Compensation management7.89 Ratings00 Ratings
Platform
Comparison of Platform features of Product A and Product B
Capsule CRM
7.9
12 Ratings
5% above category average
Close CRM
10.0
1 Ratings
28% above category average
Mobile access7.912 Ratings10.01 Ratings
Best Alternatives
Capsule CRMClose CRM
Small Businesses
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Score 9.5 out of 10
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vCita
Score 9.5 out of 10
Medium-sized Companies
SAP Business ByDesign
SAP Business ByDesign
Score 7.8 out of 10
Creatio
Creatio
Score 9.0 out of 10
Enterprises
SAP Business ByDesign
SAP Business ByDesign
Score 7.8 out of 10
Creatio
Creatio
Score 9.0 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
Capsule CRMClose CRM
Likelihood to Recommend
8.7
(15 ratings)
9.4
(8 ratings)
Usability
8.7
(4 ratings)
8.9
(3 ratings)
Support Rating
8.7
(4 ratings)
9.3
(3 ratings)
User Testimonials
Capsule CRMClose CRM
Likelihood to Recommend
Zestia
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.
Read full review
Close
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.
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Pros
Zestia
  • 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.
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Close
  • 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.
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Cons
Zestia
  • 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.
Read full review
Close
  • Make it so one can set the time at which the emails go out.
  • Make it easier to set up my workflow.
Read full review
Usability
Zestia
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.
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Close
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.
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Support Rating
Zestia
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.
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Close
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.
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Alternatives Considered
Zestia
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.
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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.
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Return on Investment
Zestia
  • 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.
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Close
  • Positive - It's much easier now with Close.io to make sure that no deal falls through the cracks. Therefore helping us recover lost revenue.
Read full review
ScreenShots

Capsule CRM Screenshots

Screenshot of Screenshot of Screenshot of Screenshot of

Close CRM Screenshots

Screenshot of Calling in CloseScreenshot of Customized Search in CloseScreenshot of Inbox in Close