Capsule CRM vs. Method:CRM

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Capsule CRM
Score 9.0 out of 10
N/A
Capsule 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
Method:CRM
Score 7.5 out of 10
N/A
Method:crm is a QuickBooks-integrated, cloud-based CRM platform.
$25
per month per user
Pricing
Capsule CRMMethod:CRM
Editions & Modules
Professional
$18
per month per user
Teams
$36
per month per user
Enterprise
$54
per month per user
Contact Management
$25
per month per user
CRM Pro
$44
per month per user
CRM Enterprise
$74
per month per user
Offerings
Pricing Offerings
Capsule CRMMethod:CRM
Free Trial
YesYes
Free/Freemium Version
YesNo
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Features
Capsule CRMMethod:CRM
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Capsule CRM
8.1
15 Ratings
5% above category average
Method:CRM
8.2
20 Ratings
7% above category average
Customer data management / contact management8.415 Ratings9.920 Ratings
Workflow management8.413 Ratings8.318 Ratings
Territory management7.48 Ratings1.81 Ratings
Opportunity management8.215 Ratings8.618 Ratings
Integration with email client (e.g., Outlook or Gmail)8.714 Ratings8.818 Ratings
Contract management8.112 Ratings8.711 Ratings
Quote & order management8.011 Ratings9.916 Ratings
Interaction tracking7.413 Ratings8.717 Ratings
Channel / partner relationship management8.511 Ratings9.011 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Capsule CRM
8.4
10 Ratings
12% above category average
Method:CRM
10.0
2 Ratings
29% above category average
Case management8.68 Ratings10.01 Ratings
Call center management8.17 Ratings9.92 Ratings
Help desk management8.58 Ratings10.01 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Capsule CRM
8.6
11 Ratings
13% above category average
Method:CRM
8.4
18 Ratings
11% above category average
Lead management8.610 Ratings8.817 Ratings
Email marketing8.69 Ratings7.913 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Capsule CRM
8.1
14 Ratings
7% above category average
Method:CRM
8.8
18 Ratings
15% above category average
Task management8.512 Ratings9.016 Ratings
Billing and invoicing management8.110 Ratings8.814 Ratings
Reporting7.612 Ratings8.515 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Capsule CRM
8.4
14 Ratings
10% above category average
Method:CRM
8.7
16 Ratings
13% above category average
Forecasting8.512 Ratings8.98 Ratings
Pipeline visualization8.014 Ratings8.715 Ratings
Customizable reports8.611 Ratings8.316 Ratings
Customization
Comparison of Customization features of Product A and Product B
Capsule CRM
8.0
13 Ratings
5% above category average
Method:CRM
9.7
17 Ratings
25% above category average
Custom fields7.913 Ratings10.017 Ratings
Custom objects7.611 Ratings10.016 Ratings
Scripting environment8.68 Ratings9.212 Ratings
API for custom integration8.110 Ratings9.813 Ratings
Security
Comparison of Security features of Product A and Product B
Capsule CRM
8.1
11 Ratings
3% below category average
Method:CRM
9.2
17 Ratings
10% above category average
Single sign-on capability8.010 Ratings9.315 Ratings
Role-based user permissions8.311 Ratings9.117 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Capsule CRM
7.8
12 Ratings
7% above category average
Method:CRM
-
Ratings
Social data8.012 Ratings00 Ratings
Social engagement7.611 Ratings00 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Capsule CRM
8.0
11 Ratings
11% above category average
Method:CRM
10.0
2 Ratings
33% above category average
Marketing automation8.311 Ratings10.02 Ratings
Compensation management7.69 Ratings10.02 Ratings
Platform
Comparison of Platform features of Product A and Product B
Capsule CRM
8.0
12 Ratings
7% above category average
Method:CRM
9.1
13 Ratings
19% above category average
Mobile access8.012 Ratings9.113 Ratings
Best Alternatives
Capsule CRMMethod:CRM
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10
Salesmate
Salesmate
Score 9.8 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.1 out of 10
Creatio
Creatio
Score 9.1 out of 10
Enterprises
Creatio
Creatio
Score 9.1 out of 10
Creatio
Creatio
Score 9.1 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
Capsule CRMMethod:CRM
Likelihood to Recommend
8.6
(15 ratings)
9.1
(22 ratings)
Likelihood to Renew
-
(0 ratings)
8.0
(2 ratings)
Usability
8.6
(4 ratings)
8.5
(17 ratings)
Support Rating
8.6
(4 ratings)
9.1
(18 ratings)
Implementation Rating
-
(0 ratings)
9.0
(1 ratings)
Ease of integration
-
(0 ratings)
9.0
(1 ratings)
User Testimonials
Capsule CRMMethod:CRM
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.
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Method Integration Inc.
Method[:CRM] is well suited when you have a large company that needs to keep track of customers. It also connects with Quickbooks and that has really been nice for our organization. Our company is small so this really helps us stay on track and build our data base of customers.
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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.
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Method Integration Inc.
  • The customization team is brilliant!
  • The various integrations, QBO & Gmail, help me keep track of all customer interactions.
  • The more organized I am, the more time I have to take care of my clients!
  • I have nothing but praise for the support team and the rest of the crew at Method.
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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.
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Method Integration Inc.
  • I believe there is room for improvement with scaling down on the customizing (sometimes having too much isn't always a good thing)
  • The estimate creator in Method is not as fluid as making an estimate in QB. (moving lines around, adding lines, etc.)
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Likelihood to Renew
Zestia
No answers on this topic
Method Integration Inc.
The things Method does well - QuickBooks data integration and extreme customization - it does very, very well. If you are looking for a CRM product or any business process automation software that integrates with QuickBooks, you have to look at Method CRM
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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.
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Method Integration Inc.
Method has a great overall "usability". Once we started using the software; it did not take long before we were able to start editing our own web lead forms, email templates, etc. I think there is a learning curve however the learning curve is not bad. Anyone looking for a cloud CRM should start here
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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.
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Method Integration Inc.
The support is great. They are on the line within minutes and share screen to figure out the problem immediately. I would highly recommend this product for that reason. I do wish the customization was a bit easier to use; however, with fewer settings that are available to the end user and an easier way to read the customization.
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Implementation Rating
Zestia
No answers on this topic
Method Integration Inc.
Be available to learn! There is a huge learning curve to this program. You have to be willing to take it all in. Be available to the Method expert and be patient.
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Alternatives Considered
Zestia
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.
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Method Integration Inc.
Method is by far the easiest of all platforms. It brings a lot of great features that Salesforce has as well as email campaign features like constant contact, all in one. The only thing I would add would be more reporting and custom report capability.
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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.
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Method Integration Inc.
  • Method:CRM has probably saved me about 6-10 hours per week over the past few years.
  • It has likely saved our company several hundred hours in the last 10 years.
  • It has specifically saved us countless hours with better data management vs. having separate spreadsheets for keeping track of things.
Read full review
ScreenShots

Capsule CRM Screenshots

Screenshot of Screenshot of Screenshot of Screenshot of

Method:CRM Screenshots

Screenshot of Simplifies sales process and provides organization with a shared customer list.Screenshot of Strengthens customer relationships to provide better service.Screenshot of Stops sales from slipping through the cracks.Screenshot of Streamlines business processes to make teams happier and more productive.Screenshot of Automates sales processes.Screenshot of Method can be customized to fit a business.