TrustRadius: an HG Insights company

Save this comparison

Save this comparison

Add Product

Recommended Comparisons

    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Capsule CRM

    Score8.8 out of 10
    N/ACapsule 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

    Egnyte

    Score9.3 out of 10
    N/AEgnyte provides a unified content security and governance solution for collaboration, data security, compliance, and threat detection for multicloud businesses. More than 16,000 organizations trust Egnyte to reduce risks and IT complexity, prevent ransomware and IP theft, and boost employee productivity on any app, any cloud, anywhere.

    $25

    per month

    Pricing
    Capsule CRMEgnyte
    Editions & Modules
    Professional
    $18
    per month per user
    Teams
    $36
    per month per user
    Enterprise
    $54
    per month per user
    Team (1-10 employees)
    $10
    per employee/per month
    Business (10-100 employees)
    $20
    per employee/per month
    Enterprise (50+ employees)
    Contact sales team
    Offerings
    Pricing Offerings
    Capsule CRMEgnyte
    Free Trial
    YesYes
    Free/Freemium Version
    YesNo
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details——
    More Pricing Information
    Community Pulse
    Capsule CRMEgnyte
    Considered Both Products
    Zestia
    No answer on this topic
    Egnyte
    No answer on this topic
    Key User Insights
    Would buy again
    100%
    Would buy again
    5 Answers
    100%
    Would buy again
    15 Answers
    Delivers good value for the price
    No answers on this topic
    100%
    Delivers good value for the price
    14 Answers
    Happy with the feature set
    100%
    Happy with the feature set
    5 Answers
    93%
    Happy with the feature set
    14 Answers
    Lived up to sales and marketing promises
    No answers on this topic
    100%
    Lived up to sales and marketing promises
    10 Answers
    Implementation went as expected
    100%
    Implementation went as expected
    5 Answers
    100%
    Implementation went as expected
    11 Answers
    Features
    Capsule CRMEgnyte
    Sales Force Automation
    Comparison of Sales Force Automation features of Capsule CRM and Egnyte
    Feature
    Capsule CRM
    7.1
    16 Ratings
    10% below category average
    Egnyte
    -
    Ratings
    Customer data management / contact management8.016 Ratings00 Ratings
    Workflow management7.014 Ratings00 Ratings
    Territory management6.09 Ratings00 Ratings
    Opportunity management8.016 Ratings00 Ratings
    Integration with email client (e.g., Outlook or Gmail)8.015 Ratings00 Ratings
    Contract management8.013 Ratings00 Ratings
    Quote & order management6.012 Ratings00 Ratings
    Interaction tracking7.014 Ratings00 Ratings
    Channel / partner relationship management6.012 Ratings00 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of Capsule CRM and Egnyte
    Feature
    Capsule CRM
    8.4
    10 Ratings
    9% above category average
    Egnyte
    -
    Ratings
    Case management8.68 Ratings00 Ratings
    Call center management8.17 Ratings00 Ratings
    Help desk management8.58 Ratings00 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of Capsule CRM and Egnyte
    Feature
    Capsule CRM
    8.5
    12 Ratings
    9% above category average
    Egnyte
    -
    Ratings
    Lead management8.011 Ratings00 Ratings
    Email marketing9.010 Ratings00 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Capsule CRM and Egnyte
    Feature
    Capsule CRM
    7.7
    15 Ratings
    0% above category average
    Egnyte
    -
    Ratings
    Task management9.013 Ratings00 Ratings
    Billing and invoicing management7.011 Ratings00 Ratings
    Reporting7.013 Ratings00 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of Capsule CRM and Egnyte
    Feature
    Capsule CRM
    7.0
    15 Ratings
    9% below category average
    Egnyte
    -
    Ratings
    Forecasting7.013 Ratings00 Ratings
    Pipeline visualization8.015 Ratings00 Ratings
    Customizable reports6.012 Ratings00 Ratings
    Customization
    Comparison of Customization features of Capsule CRM and Egnyte
    Feature
    Capsule CRM
    7.4
    14 Ratings
    3% below category average
    Egnyte
    -
    Ratings
    Custom fields7.014 Ratings00 Ratings
    Custom objects6.012 Ratings00 Ratings
    Scripting environment8.68 Ratings00 Ratings
    API for custom integration8.010 Ratings00 Ratings
    Security
    Comparison of Security features of Capsule CRM and Egnyte
    Feature
    Capsule CRM
    9.0
    12 Ratings
    7% above category average
    Egnyte
    -
    Ratings
    Single sign-on capability9.011 Ratings00 Ratings
    Role-based user permissions9.012 Ratings00 Ratings
    Social CRM
    Comparison of Social CRM features of Capsule CRM and Egnyte
    Feature
    Capsule CRM
    7.0
    13 Ratings
    7% below category average
    Egnyte
    -
    Ratings
    Social data7.013 Ratings00 Ratings
    Social engagement7.012 Ratings00 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of Capsule CRM and Egnyte
    Feature
    Capsule CRM
    7.5
    12 Ratings
    0% below category average
    Egnyte
    -
    Ratings
    Marketing automation8.012 Ratings00 Ratings
    Compensation management7.010 Ratings00 Ratings
    Platform
    Comparison of Platform features of Capsule CRM and Egnyte
    Feature
    Capsule CRM
    8.0
    13 Ratings
    5% above category average
    Egnyte
    -
    Ratings
    Mobile access8.013 Ratings00 Ratings
    Best Alternatives
    Capsule CRMEgnyte
    Small Businesses
    Salesflare
    Score10 out of 10
    Dashpivot - By Sitemate
    Score10 out of 10
    Medium-sized Companies
    Kintone
    Score9.7 out of 10
    Epicor ECM
    Score7.7 out of 10
    Enterprises
    Oracle Sales
    Score8.9 out of 10
    Dashpivot - By Sitemate
    Score10 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Capsule CRMEgnyte
    Likelihood to Recommend
    8.0
    (16 ratings)
    10.0
    (42 ratings)
    Likelihood to Renew
    -
    (0 ratings)
    10.0
    (6 ratings)
    Usability
    8.6
    (4 ratings)
    10.0
    (7 ratings)
    Performance
    -
    (0 ratings)
    8.8
    (3 ratings)
    Support Rating
    8.6
    (4 ratings)
    7.7
    (4 ratings)
    User Testimonials
    Capsule CRMEgnyte
    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.
    Incentivized
    Read full review
    Egnyte
    Egynte is best suited for companies that SharePoint is not the best fit for. This includes managers unfamiliar with SharePoint specifically, and those really looking for a replacement for a file server in the more traditional Windows sense. SharePoint has more or less done away with any management that resembles Active Directory or File Explorer. Egnyte's web portal is incredibly straightforward. I would say Egnyte is less suited for companies that have licensing access to SharePoint already and do not have a ton of files or granular sharing and security needs
    Read full review
    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.
    Read full review
    Egnyte
    • Sharing files externally with passwords, link expiration and granular control of permissions
    • File syncing across end-user devices using a client installed onto the computer for seamless integration for end-users as if they had mapped a drive directly to their machine
    • Implements 2FA for secure access
    Read full review
    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
    Egnyte
    • The main drawback of the system that it is lacking in managing the uploading of large or huge files, even though the large files can be easily downloadable but the upload takes a lot of time.
    • While uploading the system sometimes starts lagging and the file after sometimes needs to upload again.
    • Egnyte is lacking in syncing multiple platforms at the same time. It gives access to one platform at a time which somehow hinders the work while migrating a large amount of data.
    Incentivized
    Read full review
    Likelihood to Renew
    Zestia
    No answers on this topic
    Egnyte
    We found that usage of Egnyte in our supported clients, with sufficient bandwidth, provided all the features and stability we required. The billing setup was fair and the support provided was ample for end users and well as our in house admins. There was a concern about high usage clients but this was taken into account during the vetting process.
    Incentivized
    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.
    Read full review
    Egnyte
    Really easy to use the interface. The web browser is very intuitive and I have not had any notable issues with this. It's easy to work on documents as a team, and the only issues we have to tend to come with Apple apps and downloading large files to WebEdit. It's very similar to the filing systems that come on Apple and Windows devices so not a steep learning curve.
    Incentivized
    Read full review
    Performance
    Zestia
    No answers on this topic
    Egnyte
    Egnyte works very well across all platforms and as an add-on to other programs. Load time is close to nothing. Reports can be made in no time as well. All in all no performance issues. We can see that it depends on the local network connection. If you're running with fiber there won't be any issues.
    Incentivized
    Read full review
    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.
    Incentivized
    Read full review
    Egnyte
    I never had to reach out to customer support for Egnyte. I don't know any coworkers who have had to reach out to Egnyte for support either. As far as I am concerned, the support team is doing a good job since I have not had to reach out to them.
    Incentivized
    Read full review
    Alternatives Considered
    Zestia
    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
    Incentivized
    Read full review
    Egnyte
    At the time when this was implemented (over 5 years ago and still in production), there were issues with syncing and reliability that Egnyte did not have, and have continued to impress with. Other providers have improved a lot and Egnyte is fairly costly, but switching costs would be high to move away from it to similar solutions.
    Incentivized
    Read full review
    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.
    Incentivized
    Read full review
    Egnyte
    • Allows us to easily communicate important data securely with other offices (not just sending via email)
    • It allows everyone in our office to be working on the same information at the same time
    • It meshes so well with salesforce that I can't really picture what our practice would look like if we didn't have the combination.
    Incentivized
    Read full review
    ScreenShots

    Capsule CRM Screenshots

    Product screenshotProduct screenshotProduct screenshotProduct screenshot