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    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

    Groove (legacy product)

    Score7.7 out of 10
    N/AGroove by Clari is a legacy Sales Engagement product for organizing prospect outreach, capturing sales activity, and guiding seller workflows across email, calendar, CRM, and campaign tools. On August 14, 2023, Clari acquired Groove and integrated it as the sales-engagement layer of the Clari Revenue Platform. Following Clari’s subsequent merger into Salesloft in 2025, Groove became part of the combined Salesloft platform. Salesloft unified the companies under its brand on September 2, 2026;…N/A
    Pricing
    Capsule CRMGroove (legacy product)
    Editions & Modules
    Professional
    $18
    per month per user
    Teams
    $36
    per month per user
    Enterprise
    $54
    per month per user
    No answers on this topic
    Offerings
    Pricing Offerings
    Capsule CRMGroove (legacy product)
    Free Trial
    YesNo
    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 CRMGroove (legacy product)
    Considered Both Products
    Zestia
    No answer on this topic
    Discontinued Products
    No answer on this topic
    Key User Insights
    Would buy again
    100%
    Would buy again
    5 Answers
    99%
    Would buy again
    679 Answers
    Delivers good value for the price
    No answers on this topic
    100%
    Delivers good value for the price
    446 Answers
    Happy with the feature set
    100%
    Happy with the feature set
    5 Answers
    99%
    Happy with the feature set
    682 Answers
    Lived up to sales and marketing promises
    No answers on this topic
    99%
    Lived up to sales and marketing promises
    400 Answers
    Implementation went as expected
    100%
    Implementation went as expected
    5 Answers
    99%
    Implementation went as expected
    394 Answers
    Features
    Capsule CRMGroove (legacy product)
    Sales Force Automation
    Comparison of Sales Force Automation features of Capsule CRM and Groove (legacy product)
    Feature
    Capsule CRM
    7.1
    16 Ratings
    10% below category average
    Groove (legacy product)
    -
    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 Groove (legacy product)
    Feature
    Capsule CRM
    8.4
    10 Ratings
    9% above category average
    Groove (legacy product)
    -
    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 Groove (legacy product)
    Feature
    Capsule CRM
    8.5
    12 Ratings
    9% above category average
    Groove (legacy product)
    -
    Ratings
    Lead management8.011 Ratings00 Ratings
    Email marketing9.010 Ratings00 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Capsule CRM and Groove (legacy product)
    Feature
    Capsule CRM
    7.7
    15 Ratings
    0% above category average
    Groove (legacy product)
    -
    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 Groove (legacy product)
    Feature
    Capsule CRM
    7.0
    15 Ratings
    9% below category average
    Groove (legacy product)
    -
    Ratings
    Forecasting7.013 Ratings00 Ratings
    Pipeline visualization8.015 Ratings00 Ratings
    Customizable reports6.012 Ratings00 Ratings
    Customization
    Comparison of Customization features of Capsule CRM and Groove (legacy product)
    Feature
    Capsule CRM
    7.4
    14 Ratings
    3% below category average
    Groove (legacy product)
    -
    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 Groove (legacy product)
    Feature
    Capsule CRM
    9.0
    12 Ratings
    7% above category average
    Groove (legacy product)
    -
    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 Groove (legacy product)
    Feature
    Capsule CRM
    7.0
    13 Ratings
    7% below category average
    Groove (legacy product)
    -
    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 Groove (legacy product)
    Feature
    Capsule CRM
    7.5
    12 Ratings
    0% below category average
    Groove (legacy product)
    -
    Ratings
    Marketing automation8.012 Ratings00 Ratings
    Compensation management7.010 Ratings00 Ratings
    Platform
    Comparison of Platform features of Capsule CRM and Groove (legacy product)
    Feature
    Capsule CRM
    8.0
    13 Ratings
    5% above category average
    Groove (legacy product)
    -
    Ratings
    Mobile access8.013 Ratings00 Ratings
    Best Alternatives
    Capsule CRMGroove (legacy product)
    Small Businesses
    Salesflare
    Score10 out of 10
    HubSpot Sales Hub
    Score8.8 out of 10
    Medium-sized Companies
    Kintone
    Score9.7 out of 10
    Mixmax
    Score9.8 out of 10
    Enterprises
    Oracle Sales
    Score8.9 out of 10
    Outreach
    Score8.3 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Capsule CRMGroove (legacy product)
    Likelihood to Recommend
    8.0
    (16 ratings)
    5.0
    (706 ratings)
    Likelihood to Renew
    -
    (0 ratings)
    8.9
    (33 ratings)
    Usability
    8.6
    (4 ratings)
    5.4
    (542 ratings)
    Availability
    -
    (0 ratings)
    9.1
    (5 ratings)
    Performance
    -
    (0 ratings)
    9.1
    (5 ratings)
    Support Rating
    8.6
    (4 ratings)
    4.5
    (145 ratings)
    In-Person Training
    -
    (0 ratings)
    4.7
    (2 ratings)
    Online Training
    -
    (0 ratings)
    9.1
    (4 ratings)
    Implementation Rating
    -
    (0 ratings)
    9.0
    (13 ratings)
    Configurability
    -
    (0 ratings)
    8.9
    (6 ratings)
    Ease of integration
    -
    (0 ratings)
    9.1
    (2 ratings)
    Product Scalability
    -
    (0 ratings)
    9.1
    (5 ratings)
    Vendor post-sale
    -
    (0 ratings)
    9.1
    (2 ratings)
    Vendor pre-sale
    -
    (0 ratings)
    9.1
    (3 ratings)
    User Testimonials
    Capsule CRMGroove (legacy product)
    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
    Discontinued Products
    • Groove is excellent for the use case of improving sales representative and customer success representative productivity and data quality when used alongside Salesforce. It is a Salesforce focused tool. You should definitely consider Groove if you are a current Salesloft / Outreach user and you also use Salesforce.
    • Groove would not be a good fit for an organization not using Salesforce.
    Incentivized
    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
    Discontinued Products
    • Groove lets us know real-time when a client has checked an email we sent them.
    • Groove helps us streamline our day-to-day events, meetings, and tasks with the help of the Calendar Booking feature.
    • Groove helps us save a lot of time on typing long letters when we explain our products to our customers with the help of their Templates feature.
    Incentivized
    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
    Discontinued Products
    • The footprint of the person who lasts touches the information.
    • The footprint of the person who edited the information.
    • Date and time of the modification of the account owner.
    • Date and time of the modification of the last person touching the account.
    Incentivized
    Read full review
    Likelihood to Renew
    Zestia
    No answers on this topic
    Discontinued Products
    I actually don't have any complaint regarding groove. It's just that I will give 9 since I confidently believe that there'd be updates in the future which would be more optimal not just for us users but for the business as well. The only regret I have with groove is I was not able to use it before the current company that I'm employed
    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
    Discontinued Products
    Groove has been an awesome platform to use for sales pipeline management. I really enjoy how it integrates with my Salesforce, Gmail, and Google Calendar. It makes my job easier by helping me keep track of the progress of each sales contact that I have. Leads are able to reply and notify us using Groove.
    Incentivized
    Read full review
    Reliability and Availability
    Zestia
    No answers on this topic
    Discontinued Products
    Our organization has not experienced any availability issues with Groove
    Incentivized
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    Performance
    Zestia
    No answers on this topic
    Discontinued Products
    Everything is good
    Incentivized
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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.
    Incentivized
    Read full review
    Discontinued Products
    My company has a team dedicated to supporting our implementation of operative tools and business systems such as Groove. For this reason, I feel that we have ample support for Groove, although I have not personally contacted Groove for any support issues.
    Incentivized
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    In-Person Training
    Zestia
    No answers on this topic
    Discontinued Products
    It was okay. But, just the once. I had to figure it out with help of others on my team.
    Incentivized
    Read full review
    Online Training
    Zestia
    No answers on this topic
    Discontinued Products
    Easy to use
    Incentivized
    Read full review
    Implementation Rating
    Zestia
    No answers on this topic
    Discontinued Products
    At Nearpod, I have been impressed with the internal expertise and support around Groove as a key tool for the Sales and Customer Success business systems and operations.
    Incentivized
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    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
    Discontinued Products
    Groove is simple. Like their competitors, they give you the ability to create templated "Flows" (sequences) of calls, emails, and LinkedIn touches. Some of them can be automated, but it's also simple to personalize outreach. Ultimately, my decision to purchase Groove over some of the competitors was based on their Salesforce integration, as well as white-glove customer service.
    Incentivized
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    Scalability
    Zestia
    No answers on this topic
    Discontinued Products
    Our organization was able to quickly scale Groove from a pilot group of a few users to a department-wide solution
    Incentivized
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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.
    Incentivized
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    Discontinued Products
    • Reduced several hours a week of logging time in Salesforce that either wouldn't get done or would have been done to the detriment of more value add activities.
    • Saves hours per week by delivering actionable/useful info from Salesforce into Gmail
    • Gives me valuable insight on what emails are being opened and read. This helps plan targeting.
    Incentivized
    Read full review
    ScreenShots

    Capsule CRM Screenshots

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