Likelihood to Recommend 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 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 . Read full review Pros 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 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. Read full review Cons 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 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. Read full review Likelihood to Renew 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
Read full review Usability 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 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.
Read full review Reliability and Availability Our organization has not experienced any availability issues with Groove
Read full review Performance Everything is good
Read full review Support Rating 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.
Read full review 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.
Read full review In-Person Training It was okay. But, just the once. I had to figure it out with help of others on my team.
Read full review Online Training Easy to use
Read full review Implementation Rating 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.
Read full review Alternatives Considered 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.
Read full review I have used Dialpad. Dialpad is great, and Groove in my opinion does everything Dialpad does. Dialpad lacks the automation, which makes me feel that Groove is much better. I have not used any other CRMS besides these two, but I do believe Groove is light years ahead of Dialpad.
Read full review Scalability Our organization was able to quickly scale Groove from a pilot group of a few users to a department-wide solution
Read full review Return on Investment 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. Read full review 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. Read full review ScreenShots Groove, a Clari company Screenshots