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
RingCX
Score9.3 out of 10
N/A
RingCX, based on the former Dimelo, is an AI customer interaction tool built to power digital customer engagement.
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
RingCX solved a lot of problems we had as an organization. Being able to have easy tracking, easily managing call queues, setting up call rotations, and more is really awesome. The app is also very user friendly and we all appreciate how great the integration with Salesforce. If I had to make any complaint, or note where they could improve is turning off the call queue via a better calendar integration (Eg: if I am in a meeting automatically turning off call queues). We mainly use RingCX for troubleshooting/support calls and it's so easy to log and track (for accountability) in Salesforce.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
Reporting. The analytics and reporting is very detailed and customizable.
Call Queues. We have the option of having all phones ring at once, in a certain order or the person who has been idle the longest. This helps spread the work amongst the departments.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Currently most of our needs are being met, although the WhatsApp solution is weak and does not allow for calls and coexistance, the rest of solutions for Webchat, Social Media, and calls are meeting our needs. The other missing element is simultaneous ringing, but we have been ablet to configure priorities which we didn't have before.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
The reason I gave this rating was I would like to see global rules created for say holidays. Currently I have to create 37 individual custom rules for say Memorial day. Which is quite cumbersome. Or maybe a template that could we could make a copy. A copy feature would also be handy.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I rated them an 8 because their support team is highly responsive and reliable. Whenever we need to reach out with a problem, they are quick to respond and do an excellent job of keeping the ticket updated. I really appreciate that they make sure to keep us posted throughout the entire troubleshooting process, so we are never left in the dark wondering what is going on. Most importantly, they consistently resolve our issues in a timely manner, which is crucial for minimizing downtime and keeping our daily operations running smoothly.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
There are far more features in the RingCX platform than in our exploration of the other platforms. Additionally we utlized another service that had stability issues along with higher costs for overall local phone services that we were able to consolidate when we made the switch to RingCX along with 3rd party services to handle various Omnichannels that were all avaiable in the RingCX platform.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
