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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

    Nutshell

    Score9.1 out of 10
    N/ANutshell offers a CRM with contact management, calendar sync, click-to-call, and collaboration features.

    $19

    per month per user

    Pricing
    Capsule CRMNutshell
    Editions & Modules
    Professional
    $18
    per month per user
    Teams
    $36
    per month per user
    Enterprise
    $54
    per month per user
    Foundation
    $19
    per month per user
    Growth
    $32
    per month per user
    Pro
    $49
    per month per user
    Business
    $67
    per month per user
    Enterprise
    $89
    per month per user
    Offerings
    Pricing Offerings
    Capsule CRMNutshell
    Free Trial
    YesYes
    Free/Freemium Version
    YesNo
    Premium Consulting/Integration Services
    NoYes
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details15% discount for annual pricing.
    More Pricing Information
    Community Pulse
    Capsule CRMNutshell
    Considered Both Products
    Zestia
    No answer on this topic
    Nutshell Inc.
    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 CRMNutshell
    Sales Force Automation
    Comparison of Sales Force Automation features of Capsule CRM and Nutshell CRM
    Feature
    Capsule CRM
    7.1
    16 Ratings
    10% below category average
    Nutshell CRM
    9.2
    15 Ratings
    16% above category average
    Customer data management / contact management8.016 Ratings9.014 Ratings
    Workflow management7.014 Ratings10.013 Ratings
    Territory management6.09 Ratings10.08 Ratings
    Opportunity management8.016 Ratings10.010 Ratings
    Integration with email client (e.g., Outlook or Gmail)8.015 Ratings7.814 Ratings
    Contract management8.013 Ratings10.01 Ratings
    Quote & order management6.012 Ratings9.59 Ratings
    Interaction tracking7.014 Ratings7.812 Ratings
    Channel / partner relationship management6.012 Ratings8.43 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of Capsule CRM and Nutshell CRM
    Feature
    Capsule CRM
    8.4
    10 Ratings
    9% above category average
    Nutshell CRM
    10.0
    7 Ratings
    26% above category average
    Case management8.68 Ratings10.06 Ratings
    Call center management8.17 Ratings10.05 Ratings
    Help desk management8.58 Ratings10.01 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of Capsule CRM and Nutshell CRM
    Feature
    Capsule CRM
    8.5
    12 Ratings
    9% above category average
    Nutshell CRM
    8.8
    14 Ratings
    13% above category average
    Lead management8.011 Ratings9.713 Ratings
    Email marketing9.010 Ratings7.812 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Capsule CRM and Nutshell CRM
    Feature
    Capsule CRM
    7.7
    15 Ratings
    0% above category average
    Nutshell CRM
    9.3
    13 Ratings
    19% above category average
    Task management9.013 Ratings9.712 Ratings
    Billing and invoicing management7.011 Ratings8.42 Ratings
    Reporting7.013 Ratings10.09 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of Capsule CRM and Nutshell CRM
    Feature
    Capsule CRM
    7.0
    15 Ratings
    9% below category average
    Nutshell CRM
    10.0
    13 Ratings
    27% above category average
    Forecasting7.013 Ratings10.010 Ratings
    Pipeline visualization8.015 Ratings10.012 Ratings
    Customizable reports6.012 Ratings10.012 Ratings
    Customization
    Comparison of Customization features of Capsule CRM and Nutshell CRM
    Feature
    Capsule CRM
    7.4
    14 Ratings
    3% below category average
    Nutshell CRM
    9.9
    11 Ratings
    26% above category average
    Custom fields7.014 Ratings9.511 Ratings
    Custom objects6.012 Ratings10.06 Ratings
    Scripting environment8.68 Ratings10.02 Ratings
    API for custom integration8.010 Ratings9.96 Ratings
    Security
    Comparison of Security features of Capsule CRM and Nutshell CRM
    Feature
    Capsule CRM
    9.0
    12 Ratings
    7% above category average
    Nutshell CRM
    9.6
    4 Ratings
    13% above category average
    Single sign-on capability9.011 Ratings9.63 Ratings
    Role-based user permissions9.012 Ratings9.63 Ratings
    Social CRM
    Comparison of Social CRM features of Capsule CRM and Nutshell CRM
    Feature
    Capsule CRM
    7.0
    13 Ratings
    7% below category average
    Nutshell CRM
    9.6
    9 Ratings
    24% above category average
    Social data7.013 Ratings9.39 Ratings
    Social engagement7.012 Ratings10.02 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of Capsule CRM and Nutshell CRM
    Feature
    Capsule CRM
    7.5
    12 Ratings
    0% below category average
    Nutshell CRM
    10.0
    2 Ratings
    28% above category average
    Marketing automation8.012 Ratings10.02 Ratings
    Compensation management7.010 Ratings10.02 Ratings
    Platform
    Comparison of Platform features of Capsule CRM and Nutshell CRM
    Feature
    Capsule CRM
    8.0
    13 Ratings
    5% above category average
    Nutshell CRM
    9.0
    13 Ratings
    17% above category average
    Mobile access8.013 Ratings9.013 Ratings
    Best Alternatives
    Capsule CRMNutshell
    Small Businesses
    Salesflare
    Score10 out of 10
    Salesflare
    Score10 out of 10
    Medium-sized Companies
    Kintone
    Score9.7 out of 10
    Kintone
    Score9.7 out of 10
    Enterprises
    Oracle Sales
    Score8.9 out of 10
    Oracle Sales
    Score8.9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Capsule CRMNutshell
    Likelihood to Recommend
    8.0
    (16 ratings)
    9.7
    (15 ratings)
    Likelihood to Renew
    -
    (0 ratings)
    10.0
    (1 ratings)
    Usability
    8.6
    (4 ratings)
    8.7
    (5 ratings)
    Support Rating
    8.6
    (4 ratings)
    9.5
    (2 ratings)
    Implementation Rating
    -
    (0 ratings)
    8.0
    (1 ratings)
    User Testimonials
    Capsule CRMNutshell
    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
    Nutshell Inc.
    This can be used for different industries, healthcare, IT, retail or any company with a customer service line, big or small. if i had to ask, i would say "Do you have any type of filing system that you use?" "anything where you are keeping track of personal/ business information." Do you need access to information on a day to day basis? If they do , then this can be used , especially if you need to keep track of the numbers; we like how we can see if are things going up or down.
    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
    Nutshell Inc.
    • Customization - we are able to make Nutshell make the most sense for our company and processes
    • Scheduling - the ability to set tasks allows us to never forget a follow-up call or email
    • Tags - allow us to prioritize leads and segment our customers and potential customers
    • Communication - the ability to tag colleagues in notes for callbacks or updates to accounts is very helpful to keep everyone on the same page
    • Email History - being able to blind copy all our email communication to Nutshell, allows us to have email threads and notes all in one place
    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
    Nutshell Inc.
    • integration with email doesn't work as advertised
    • would like integration with quickbooks
    • If there is a misspelling in any one email address, you can not send a mass email. You must go back and correct each error before it can send.
    Incentivized
    Read full review
    Likelihood to Renew
    Zestia
    No answers on this topic
    Nutshell Inc.
    This is perfect for a small business / Home based business with SaaS. Nutshell constantly adds new features and the price is much better than more robust software like Salesforce.
    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
    Nutshell Inc.
    Extremely easy to use and they help you throughout the process. I find it not challenging, an effective utility to help us prioritize and engage efficiently at a reasonable price point. We enjoy working with the team there and they're easy to access. I've already recommended it to two colleagues
    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
    Nutshell Inc.
    Nutshell's support team has always been great and they tend to go above and beyond. They are polite, friendly, personable and great listeners. They are also great about sending follow up emails too.
    Incentivized
    Read full review
    Implementation Rating
    Zestia
    No answers on this topic
    Nutshell Inc.
    Implementation is difficult everytime but this was relatively simple due to the small amount of data we moved
    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
    Nutshell Inc.
    When I first started with BCI, they were using ACT!. It was hard to navigate and there were a lot of spots for duplicate information that made it hard to know if you were in the right spot or not. Then if you had trouble, you would spend 3 hours on the phone with customer service and often they would not even be able to find a solution. I would not recommend ACT! to anyone. Since getting nutshell, I have learned a bit about Cosential and I know that it is more catered to the construction industry and can help with proposal creation, so I think that may be something we consider in the not-too-near future.
    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
    Nutshell Inc.
    • Nutshell CRM has had a major impact on ROI. The last program we used cost more and had fewer features and accessibility.
    • One negative impact is its email functions. As stated before in this review I need to be able to send large attachments and pics through email and Nutshell is very limited when it comes to that.
    Incentivized
    Read full review
    ScreenShots

    Capsule CRM Screenshots

    Product screenshotProduct screenshotProduct screenshotProduct screenshot

    Nutshell Screenshots

    Screenshot of Nutshell's dashboard, mobile app, and sales metrics.Screenshot of the interface to build custom pipelines.Screenshot of where to measure contact engagement with Nutshell Marketing emails, forms, website traffic, and landing pages.Screenshot of the interface to engage with website visitors and leads throughout the buying journey via multiple channels using Nutshell Engagement. Channels include SMS, AI webchat, WhatsApp, Facebook Messenger, and Instagram DMs.Screenshot of Quotes & Invoices, where users can create, send, and monitor custom quotes and invoices without leaving Nutshell.