What users are saying about
35 Ratings
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Score 8.5 out of 100
15 Ratings
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Score 9 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

Contactually, by Compass

Contactually is a very powerful CRM, even though it is extremely simple to use. It is very intuitive and fun to use! Their templates for nurturing and follow-up are phenomenal, so if you have a sales cycle, this is the tool for you. I even use it to keep track of family and acquaintances' interactions, as Contactually can alert me when it's been 30 days since the last time I talked to person A. The only reason I don't give it a 10 is because price has been going up in recent years.
Barbara Carneiro | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Capsule CRM
8.7
Contactually, by Compass
8.8
Customer data management / contact management
Capsule CRM
8.6
Contactually, by Compass
9.8
Workflow management
Capsule CRM
9.3
Contactually, by Compass
9.6
Territory management
Capsule CRM
8.7
Contactually, by Compass
8.9
Opportunity management
Capsule CRM
8.7
Contactually, by Compass
9.4
Integration with email client (e.g., Outlook or Gmail)
Capsule CRM
9.0
Contactually, by Compass
9.9
Contract management
Capsule CRM
8.9
Contactually, by Compass
6.0
Quote & order management
Capsule CRM
8.1
Contactually, by Compass
6.0
Interaction tracking
Capsule CRM
8.1
Contactually, by Compass
9.8
Channel / partner relationship management
Capsule CRM
8.9
Contactually, by Compass
9.8

Customer Service & Support

Capsule CRM
8.4
Contactually, by Compass
9.1
Case management
Capsule CRM
8.6
Contactually, by Compass
9.7
Call center management
Capsule CRM
8.6
Contactually, by Compass
8.0
Help desk management
Capsule CRM
8.0
Contactually, by Compass
9.7

Marketing Automation

Capsule CRM
8.6
Contactually, by Compass
9.7
Lead management
Capsule CRM
8.8
Contactually, by Compass
9.8
Email marketing
Capsule CRM
8.4
Contactually, by Compass
9.6

CRM Project Management

Capsule CRM
8.2
Contactually, by Compass
6.3
Task management
Capsule CRM
8.1
Contactually, by Compass
7.0
Billing and invoicing management
Capsule CRM
8.4
Contactually, by Compass
5.0
Reporting
Capsule CRM
8.1
Contactually, by Compass
7.0

CRM Reporting & Analytics

Capsule CRM
7.5
Contactually, by Compass
7.0
Forecasting
Capsule CRM
7.1
Contactually, by Compass
7.0
Pipeline visualization
Capsule CRM
7.8
Contactually, by Compass
7.0
Customizable reports
Capsule CRM
7.6
Contactually, by Compass
7.0

Customization

Capsule CRM
8.3
Contactually, by Compass
7.0
Custom fields
Capsule CRM
7.9
Contactually, by Compass
7.0
Custom objects
Capsule CRM
8.3
Contactually, by Compass
7.0
Scripting environment
Capsule CRM
8.6
Contactually, by Compass
7.0
API for custom integration
Capsule CRM
8.3
Contactually, by Compass
7.0

Security

Capsule CRM
8.3
Contactually, by Compass
7.5
Single sign-on capability
Capsule CRM
8.2
Contactually, by Compass
9.0
Role-based user permissions
Capsule CRM
8.5
Contactually, by Compass
6.0

Social CRM

Capsule CRM
7.6
Contactually, by Compass
8.4
Social data
Capsule CRM
7.8
Contactually, by Compass
9.9
Social engagement
Capsule CRM
7.4
Contactually, by Compass
7.0

Integrations with 3rd-party Software

Capsule CRM
7.7
Contactually, by Compass
9.9
Marketing automation
Capsule CRM
7.7
Contactually, by Compass
9.9
Compensation management
Capsule CRM
7.8
Contactually, by Compass

Platform

Capsule CRM
8.2
Contactually, by Compass
9.4
Mobile access
Capsule CRM
8.2
Contactually, by Compass
9.4

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

Contactually, by Compass

  • The get connected prompts is a very useful feature.
  • Good data consolidation picked up from a variety of sources.
  • Once added, the contact profiles are updated regularly with how the contacts' LinkedIn profile would change.
Anonymous | 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

Contactually, by Compass

  • Pipeline functions. It's pretty bare minimum right now.
  • Capturing text and phone calls outside the app. It's hard to remember to initiate both from the app.
  • Calendar function. You should be able to edit the calendar in Contactually and it would sync with your Google calendar.
Leilani Chin | TrustRadius Reviewer

Likelihood to Renew

Capsule CRM

No score
No answers yet
No answers on this topic

Contactually, by Compass

Contactually, by Compass 1.0
Based on 1 answer
Just doesn't provide the sophistication that I seek. It's a simple solution with some innovation automation relatively speaking, but ideal for individuals and small businesses with basic CRM needs.
Anonymous | 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

Contactually, by Compass

Contactually, by Compass 7.0
Based on 1 answer
Easy to use, does not require a strong technical background at all.
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

Contactually, by Compass

No score
No answers yet
No answers on this topic

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

Contactually, by Compass

It seemed to have everything that I wanted and wasn't too expensive.
Leilani Chin | 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

Contactually, by Compass

  • It's had a very positive impact in building and maintaining my relationships. The ROI has been positive as an affordable and user-friendly CRM.
Sabrina Marshall-Wojtewicz | TrustRadius Reviewer

Screenshots

Contactually, by Compass

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

Contactually, by Compass

General

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

Contactually, by Compass Editions & Modules

Edition
Professional$69.001
Accelerator$119.001
  1. per month
Additional Pricing Details

Rating Summary

Likelihood to Recommend

Capsule CRM
8.4
Contactually, by Compass
9.0

Likelihood to Renew

Capsule CRM
Contactually, by Compass
1.0

Usability

Capsule CRM
9.0
Contactually, by Compass
7.0

Support Rating

Capsule CRM
9.0
Contactually, by Compass

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