What users are saying about
35 Ratings
63 Ratings
35 Ratings
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Score 8.5 out of 100
63 Ratings
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Score 8.4 out of 100

Likelihood to Recommend

Capsule CRM

Capsule CRM has many advantages that make it unique from all other customer relationship management applications. This application is also used for task management and it is also used to set automatic quotes and proposals. In these automatic quotes and proposals, they set their company details, pricing, and different things that help them to know more details about the company. It is perplexing application for internal chat integration and document storage.
Samuel-Borris James | TrustRadius Reviewer

Sage CRM

Only having one primary contact can cause issues for companies who are more specialized and custom. We deal with many people throughout the company so this can cause issues on trying to figure out who to contact. Creating advanced custom screens are also rather complicated and many times would require outside work to complete.For retail it is much more simplistic and easy to use. Storing all customer information along with communication info is simple.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Capsule CRM
8.7
Sage CRM
10.0
Customer data management / contact management
Capsule CRM
8.6
Sage CRM
10.0
Workflow management
Capsule CRM
9.3
Sage CRM
10.0
Territory management
Capsule CRM
8.7
Sage CRM
10.0
Opportunity management
Capsule CRM
8.7
Sage CRM
10.0
Integration with email client (e.g., Outlook or Gmail)
Capsule CRM
9.0
Sage CRM
10.0
Contract management
Capsule CRM
8.9
Sage CRM
10.0
Quote & order management
Capsule CRM
8.1
Sage CRM
10.0
Interaction tracking
Capsule CRM
8.1
Sage CRM
10.0
Channel / partner relationship management
Capsule CRM
8.9
Sage CRM
10.0

Customer Service & Support

Capsule CRM
8.4
Sage CRM
10.0
Case management
Capsule CRM
8.6
Sage CRM
10.0
Call center management
Capsule CRM
8.6
Sage CRM
10.0
Help desk management
Capsule CRM
8.0
Sage CRM
10.0

Marketing Automation

Capsule CRM
8.6
Sage CRM
10.0
Lead management
Capsule CRM
8.8
Sage CRM
10.0
Email marketing
Capsule CRM
8.4
Sage CRM
10.0

CRM Project Management

Capsule CRM
8.2
Sage CRM
10.0
Task management
Capsule CRM
8.1
Sage CRM
10.0
Billing and invoicing management
Capsule CRM
8.4
Sage CRM
10.0
Reporting
Capsule CRM
8.1
Sage CRM
10.0

CRM Reporting & Analytics

Capsule CRM
7.5
Sage CRM
10.0
Forecasting
Capsule CRM
7.1
Sage CRM
10.0
Pipeline visualization
Capsule CRM
7.8
Sage CRM
10.0
Customizable reports
Capsule CRM
7.6
Sage CRM
10.0

Customization

Capsule CRM
8.3
Sage CRM
9.5
Custom fields
Capsule CRM
7.9
Sage CRM
10.0
Custom objects
Capsule CRM
8.3
Sage CRM
9.0
Scripting environment
Capsule CRM
8.6
Sage CRM
9.0
API for custom integration
Capsule CRM
8.3
Sage CRM
10.0

Security

Capsule CRM
8.3
Sage CRM
10.0
Single sign-on capability
Capsule CRM
8.2
Sage CRM
10.0
Role-based user permissions
Capsule CRM
8.5
Sage CRM
10.0

Social CRM

Capsule CRM
7.6
Sage CRM
9.5
Social data
Capsule CRM
7.8
Sage CRM
9.0
Social engagement
Capsule CRM
7.4
Sage CRM
10.0

Integrations with 3rd-party Software

Capsule CRM
7.7
Sage CRM
10.0
Marketing automation
Capsule CRM
7.7
Sage CRM
10.0
Compensation management
Capsule CRM
7.8
Sage CRM
10.0

Platform

Capsule CRM
8.2
Sage CRM
9.0
Mobile access
Capsule CRM
8.2
Sage CRM
9.0

Pros

Capsule CRM

  • 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.
Rosi Muñoz | TrustRadius Reviewer

Sage CRM

  • SAGE CRM is a very clean and easy to use interface and easy to navigate around. Users seem to instantly understand with very little training where they are in the system, which is not always true of other system we have used in the past. The Key sometimes is removing 'clutter' for that user.
  • Sales and Sales Manager tend to find it is very intuitive and since it is flexibly with its design, we have created various extra option to improve sales peoples management of Contracts, Events and even Samples, saving and eliminating multiple spreadsheets.
  • Case Management and workflow capabilities together with the ability to offer Self Service and embed into your website has been very powerful and a number of client have found this can save them tremendous time. Adding in automatic notifications through a powerful workflow capability can save hours of time for the Users
  • Flexible Reporting using a wizard approach means that the system is easy to train on and for users we find that they embrace this even more since they feel an ownership for the CRM system, something that all CRM User aspire too.
  • Flexible licencing and Editions. Not always well known, but SAGE CRM has two editions (somewhat confusing) the Cloud or SAGE CRM.com doest use the same naming convention, but these are Standard And Advanced Editions. However, in particular, there is a Concurrent Licence option, albeit at a premium, but we once saved a client over £14000 on a 50 user system when they migrated to SAGE CRM Concurrent from their existing Named Licence CRM system, paying for the complete migration in year One
Gary Perkins | TrustRadius Reviewer

Cons

Capsule CRM

  • The CRM is intended for "sales pipeline" use. We don't use it for that, so we have to hack it a bit to fit our needs. If you need a free CRM to track sales pipelines...this would be PERFECT!
  • The Dashboard isn't particularly customizable or useful for us.
Alicia Barevich, bCRE, bCEE | TrustRadius Reviewer

Sage CRM

  • One of the areas that Sage CRM is different is the way that Appointments and Tasks are delivered to the user in the interface. This presents a challenge in the way that most people utilize a Calendar in their daily execution. Many companies want to see a color coded Calendar for multiple team members and this is provided through a 3rd party.
  • Executing workflow through the mobile device is another area that users have requested. With such a strong workflow and escalation engine extending to the mobile interface would be groundbreaking in the CRM industry.
  • The data loading tools also need some work. In today's world we often extend the platform for unique entities and today we use 3rd party tools for any data migration besides basic customer and contact information.
Danny Estrada | TrustRadius Reviewer

Likelihood to Renew

Capsule CRM

No score
No answers yet
No answers on this topic

Sage CRM

Sage CRM 5.1
Based on 11 answers
There are really no other words to say, it is a very easy to use application that is more straightforward and has provided better results with the bulk of features that appeal to a very broad amount of users. There may be other CRM platforms out there that are more prevalent, but I have found them to be much more clunky and less intuitive than Sage CRM.
Anonymous | TrustRadius Reviewer

Usability

Capsule CRM

Capsule CRM 9.0
Based on 1 answer
Capsule CRM is business-oriented software to meet-up the demands of business applications. So you must be happy to know this tool is the best way to manage the supply chain and business solutions. Thus,. You can add up this tool to our system to see the miraculous effect of management. So, oracle fusion applications should have diverse effects on promotions and the up-gradation is very important to bring the latest effects.
Samuel-Borris James | TrustRadius Reviewer

Sage CRM

Sage CRM 10.0
Based on 4 answers
Helped us improve on our sales and build up client base while still maintaining their contact databases.The system is relatively cheap compared to deliverables and it's easier to understand and use.Managers no longer need to sit down with staff since it's easier to track from the system on specific key parameters that guide us towards realizing better returns.
Brittany Powells | TrustRadius Reviewer

Performance

Capsule CRM

No score
No answers yet
No answers on this topic

Sage CRM

Sage CRM 8.2
Based on 1 answer
Sage works very quickly based on the network you are using it on. It is internet based so if your network is slow, it will perform slowly. Reports seem to run reasonably fast, if there is too much information it is trying to populate that could slow it down a little. When Sage CRM is integrated with a Sage ERP product it doesn't tend to slow down either system at all
Kari-Ann B. Ryan | TrustRadius Reviewer

Support Rating

Capsule CRM

Capsule CRM 9.0
Based on 1 answer
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.
Samuel-Borris James | TrustRadius Reviewer

Sage CRM

Sage CRM 10.0
Based on 1 answer
For the many times I encountered challenges, my emails were always responded to on time and the supporting staff would go a step further to find out if my issues had been well resolved.
Brittany Powells | TrustRadius Reviewer

In-Person Training

Capsule CRM

No score
No answers yet
No answers on this topic

Sage CRM

Sage CRM 7.0
Based on 1 answer
Most training would come after a upgrade. Otherwise we would self teach new employees. Training was with a Sage Software partner SWK technologies.
Anonymous | TrustRadius Reviewer

Implementation Rating

Capsule CRM

No score
No answers yet
No answers on this topic

Sage CRM

Sage CRM 8.0
Based on 1 answer
The implementation and upgrades were rather quick and straight forward.Attempting to link Sage CRM with Sage 100 ERP however was a nightmare and will be avoided by us in the future due to numerous issues.
Anonymous | TrustRadius Reviewer

Alternatives Considered

Capsule CRM

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.
Anonymous | TrustRadius Reviewer

Sage CRM

I have evaluated and implemented MS Dynamics CRM from a business perspective, and more recently Salesforce.com CRM as an administarator. Sage was more intuitive than Salesforce, and also less expensice than both of them. At that time, I used Sage CRM because the company I was working with had purchased Sage ERP. However, they never implemented it, but I did implement Sage CRM almost by myself. It is a great tool to manage sales process and marketing campaigns.
Luis Brea | TrustRadius Reviewer

Return on Investment

Capsule CRM

  • 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.
Alicia Barevich, bCRE, bCEE | TrustRadius Reviewer

Sage CRM

  • Allowed managers to have visibility into salesperson pipelines with far less communication and time spent by all.
  • Allowed more predicative information on where the business is from a pipeline perspective so we can predict future business and resource requirements.
  • Allowed us to manage our customer support more effectively with less staff and allows cases and information to be passed from one staff member to another easily.
Glen Mund | TrustRadius Reviewer

Screenshots

Pricing Details

Capsule CRM

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Capsule CRM Editions & Modules

Edition
Capsule CRM$12.001
  1. Per Month Per User
Additional Pricing Details

Sage CRM

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No

Sage CRM Editions & Modules

On-premise Edition
Sage CRM (on premise)1
  1. Lifetime License per Seat
SaaS Edition
Sage CRM (cloud)$451
  1. Per User per Month
Additional Pricing Details
Tiered pricing is available for multiple users.

Rating Summary

Likelihood to Recommend

Capsule CRM
8.4
Sage CRM
10.0

Likelihood to Renew

Capsule CRM
Sage CRM
5.1

Usability

Capsule CRM
9.0
Sage CRM
10.0

Performance

Capsule CRM
Sage CRM
8.2

Support Rating

Capsule CRM
9.0
Sage CRM
10.0

In-Person Training

Capsule CRM
Sage CRM
7.0

Implementation Rating

Capsule CRM
Sage CRM
8.0

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