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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

    Kayako

    Score6.8 out of 10
    N/AKayako is a help desk and customer support platform that helps businesses automate workflows, improve agent productivity, and deliver personalized customer experiences across email, chat, and social media.

    $79

    per month

    Pricing
    Capsule CRMKayako
    Editions & Modules
    Professional
    $18
    per month per user
    Teams
    $36
    per month per user
    Enterprise
    $54
    per month per user
    Kayako One
    $79
    per month
    Enterprise
    Contact Sales
    Offerings
    Pricing Offerings
    Capsule CRMKayako
    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 CRMKayako
    Considered Both Products
    Zestia
    No answer on this topic
    Kayako
    No answer on this topic
    Key User Insights
    Would buy again
    100%
    Would buy again
    5 Answers
    No answers on this topic
    Delivers good value for the price
    No answers on this topic
    No answers on this topic
    Happy with the feature set
    100%
    Happy with the feature set
    5 Answers
    No answers on this topic
    Lived up to sales and marketing promises
    No answers on this topic
    No answers on this topic
    Implementation went as expected
    100%
    Implementation went as expected
    5 Answers
    No answers on this topic
    Features
    Capsule CRMKayako
    Sales Force Automation
    Comparison of Sales Force Automation features of Capsule CRM and Kayako
    Feature
    Capsule CRM
    7.1
    16 Ratings
    10% below category average
    Kayako
    -
    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 Kayako
    Feature
    Capsule CRM
    8.4
    10 Ratings
    9% above category average
    Kayako
    -
    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 Kayako
    Feature
    Capsule CRM
    8.5
    12 Ratings
    9% above category average
    Kayako
    -
    Ratings
    Lead management8.011 Ratings00 Ratings
    Email marketing9.010 Ratings00 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Capsule CRM and Kayako
    Feature
    Capsule CRM
    7.7
    15 Ratings
    0% above category average
    Kayako
    -
    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 Kayako
    Feature
    Capsule CRM
    7.0
    15 Ratings
    9% below category average
    Kayako
    -
    Ratings
    Forecasting7.013 Ratings00 Ratings
    Pipeline visualization8.015 Ratings00 Ratings
    Customizable reports6.012 Ratings00 Ratings
    Customization
    Comparison of Customization features of Capsule CRM and Kayako
    Feature
    Capsule CRM
    7.4
    14 Ratings
    3% below category average
    Kayako
    -
    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 Kayako
    Feature
    Capsule CRM
    9.0
    12 Ratings
    7% above category average
    Kayako
    -
    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 Kayako
    Feature
    Capsule CRM
    7.0
    13 Ratings
    7% below category average
    Kayako
    -
    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 Kayako
    Feature
    Capsule CRM
    7.5
    12 Ratings
    0% below category average
    Kayako
    -
    Ratings
    Marketing automation8.012 Ratings00 Ratings
    Compensation management7.010 Ratings00 Ratings
    Platform
    Comparison of Platform features of Capsule CRM and Kayako
    Feature
    Capsule CRM
    8.0
    13 Ratings
    5% above category average
    Kayako
    -
    Ratings
    Mobile access8.013 Ratings00 Ratings
    Incident and problem management
    Comparison of Incident and problem management features of Capsule CRM and Kayako
    Feature
    Capsule CRM
    -
    Ratings
    Kayako
    2.0
    11 Ratings
    122% below category average
    Organize and prioritize service tickets00 Ratings1.011 Ratings
    Expert directory00 Ratings1.05 Ratings
    Subscription-based notifications00 Ratings1.08 Ratings
    ITSM collaboration and documentation00 Ratings1.07 Ratings
    Ticket creation and submission00 Ratings7.011 Ratings
    Ticket response00 Ratings1.011 Ratings
    Self Help Community
    Comparison of Self Help Community features of Capsule CRM and Kayako
    Feature
    Capsule CRM
    -
    Ratings
    Kayako
    1.0
    9 Ratings
    156% below category average
    External knowledge base00 Ratings1.09 Ratings
    Internal knowledge base00 Ratings1.08 Ratings
    Multi-Channel Help
    Comparison of Multi-Channel Help features of Capsule CRM and Kayako
    Feature
    Capsule CRM
    -
    Ratings
    Kayako
    1.0
    10 Ratings
    156% below category average
    Customer portal00 Ratings1.07 Ratings
    IVR00 Ratings1.02 Ratings
    Social integration00 Ratings1.04 Ratings
    Email support00 Ratings1.010 Ratings
    Help Desk CRM integration00 Ratings1.06 Ratings
    Best Alternatives
    Capsule CRMKayako
    Small Businesses
    Salesflare
    Score10 out of 10
    Help Scout
    Score9.3 out of 10
    Medium-sized Companies
    Kintone
    Score9.7 out of 10
    LiveAgent
    Score8.8 out of 10
    Enterprises
    Oracle Sales
    Score8.9 out of 10
    Front
    Score9.2 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Capsule CRMKayako
    Likelihood to Recommend
    8.0
    (16 ratings)
    1.0
    (22 ratings)
    Likelihood to Renew
    -
    (0 ratings)
    7.8
    (11 ratings)
    Usability
    8.6
    (4 ratings)
    10.0
    (1 ratings)
    Availability
    -
    (0 ratings)
    7.5
    (2 ratings)
    Support Rating
    8.6
    (4 ratings)
    2.1
    (4 ratings)
    Implementation Rating
    -
    (0 ratings)
    9.0
    (2 ratings)
    User Testimonials
    Capsule CRMKayako
    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
    Kayako
    When it works, It's without a doubt a great help desk solution. It is perfect for our usage, and have rolled it out company-wide. It's great if you have multiple departments. We have it set up so most items come through a single desk that then hands out tickets to their proper department. There may be cheaper options for smaller organizations but for one that is as service-driven as ours, we really think Kayako is a great fit.
    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
    Kayako
    • Gives a very good report on an individual level of what is being done for a customer or corporate issue.
    • Easy to understand who has what, what the tickets are about, how long they have been opened and how many times the customer/employee have gone back and forth with each other.
    • Nice dashboard view.
    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
    Kayako
    • Departments need a bit of work. Even though you can have multiple departments, the only changes that can be made are globally. If you want independent queues within the departments, you have to do a lot of work that can be very confusing.
    • Survey system is not up to speed. Kayako really needs to add Net Promoter Score into their system. Also, if a staff user removes their name from an incident ticket, it removes them from the survey so you really can't even get a good estimate of how well your staff is in the eyes of the customer.
    • Very difficult to implement when you already have a customer base. Setting them up in organizations is difficult. Also, the sign-up for new customers is quirky. If you send an email to Kayako, it will say you are not an authorized user, however, it will store your email address. If you try to send an email a second time, it will go through. This is one of many reasons why we decided to move from Kayako to Oracle Service Cloud.
    Incentivized
    Read full review
    Likelihood to Renew
    Zestia
    No answers on this topic
    Kayako
    • We are grandfathered in on their old Software-assurance pricing and our continued use costs us only a few hundred dollars a year (excluding hosting expenses)
    • Our team's processes are now heavily ingrained in the system
    • We have not been shown a more compelling option that is more cost-effective while still offering all the features we've come to expect
    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
    Kayako
    I did not come from an IT background and I picked this program up quickly
    Incentivized
    Read full review
    Reliability and Availability
    Zestia
    No answers on this topic
    Kayako
    They are really good, but it takes a while to get back, because of the large time difference to the Eastern US. However, they are very helpful.
    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
    Kayako
    • We didn't have to use support too much, but when we did, they were able to assist us and help us make everything work.
    • Mostly we used their Online KB and step by step instructions to get all of our issues resolved.
    Incentivized
    Read full review
    Implementation Rating
    Zestia
    No answers on this topic
    Kayako
    Three years in we are about as happy with Kayako as we could be. We've had several employee's leave and on-boarding new hires was easier than it has ever been as things are uniform and consistent across the entire application.
    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
    Kayako
    We were using Spiceworks for a few years before switching to Kayako but found that it wasn't as customizable or as user friendly for our customers. The SNMP scanning and inventory features with Spiceworks was nice but we needed more of a Help Desk that would allow us to scale our services to more companies.
    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
    Kayako
    • Tickets were definitely responded to faster once we implemented the audible alarm that would go off when new tickets came into the queue. This was possible because of the API.
    • Since the system was email based we could set our monitoring software up to generate tickets automatically via email for customers when it found something out of the ordinary.
    Incentivized
    Read full review
    ScreenShots

    Capsule CRM Screenshots

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