Capsule CRM vs. Sage CRM

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Capsule CRM
Score 8.7 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
Sage CRM
Score 8.6 out of 10
Mid-Size Companies (51-1,000 employees)
Sage CRM is an SMB-oriented CRM platform offered in both SaaS and on-premise editions. Unlike the Sage SalesLogix product, the SaaS version is a true multi-tenant offering. The platform offers excellent integration with Sage ERP and accounting products. It is also a good global solution and is available in many languages and is used by over 12,000 customers worldwide, with many customers in Europe.
$33
per month
Pricing
Capsule CRMSage CRM
Editions & Modules
Professional
$18
per month per user
Teams
$36
per month per user
Enterprise
$54
per month per user
Sage CRM (cloud)
$45
Per User per Month
Sage CRM (on premise)
Lifetime License per Seat
Offerings
Pricing Offerings
Capsule CRMSage CRM
Free Trial
YesYes
Free/Freemium Version
YesNo
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup feeNo setup fee
Additional DetailsTiered pricing is available for multiple users.
More Pricing Information
Features
Capsule CRMSage CRM
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Capsule CRM
8.2
15 Ratings
3% above category average
Sage CRM
8.8
17 Ratings
10% above category average
Customer data management / contact management8.415 Ratings9.017 Ratings
Workflow management8.613 Ratings8.516 Ratings
Territory management7.68 Ratings8.517 Ratings
Opportunity management8.215 Ratings8.917 Ratings
Integration with email client (e.g., Outlook or Gmail)8.814 Ratings9.016 Ratings
Contract management8.312 Ratings8.514 Ratings
Quote & order management8.011 Ratings9.016 Ratings
Interaction tracking7.413 Ratings9.216 Ratings
Channel / partner relationship management8.811 Ratings8.716 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Capsule CRM
8.5
10 Ratings
9% above category average
Sage CRM
8.2
16 Ratings
5% above category average
Case management8.68 Ratings8.016 Ratings
Call center management8.47 Ratings8.215 Ratings
Help desk management8.48 Ratings8.314 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Capsule CRM
8.7
11 Ratings
10% above category average
Sage CRM
8.8
16 Ratings
11% above category average
Lead management8.810 Ratings8.916 Ratings
Email marketing8.69 Ratings8.715 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Capsule CRM
8.1
14 Ratings
4% above category average
Sage CRM
9.1
17 Ratings
16% above category average
Task management8.412 Ratings9.016 Ratings
Billing and invoicing management8.210 Ratings9.015 Ratings
Reporting7.812 Ratings9.213 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Capsule CRM
8.4
14 Ratings
9% above category average
Sage CRM
8.6
17 Ratings
11% above category average
Forecasting8.412 Ratings8.716 Ratings
Pipeline visualization8.214 Ratings8.416 Ratings
Customizable reports8.611 Ratings8.717 Ratings
Customization
Comparison of Customization features of Product A and Product B
Capsule CRM
8.1
13 Ratings
4% above category average
Sage CRM
8.6
17 Ratings
10% above category average
Custom fields8.013 Ratings8.517 Ratings
Custom objects7.811 Ratings8.516 Ratings
Scripting environment8.68 Ratings9.016 Ratings
API for custom integration8.210 Ratings8.314 Ratings
Security
Comparison of Security features of Product A and Product B
Capsule CRM
8.2
11 Ratings
3% below category average
Sage CRM
8.7
17 Ratings
3% above category average
Single sign-on capability8.010 Ratings8.717 Ratings
Role-based user permissions8.411 Ratings8.713 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Capsule CRM
7.9
12 Ratings
6% above category average
Sage CRM
9.4
13 Ratings
23% above category average
Social data8.112 Ratings9.513 Ratings
Social engagement7.711 Ratings9.313 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Capsule CRM
8.1
11 Ratings
9% above category average
Sage CRM
8.9
14 Ratings
18% above category average
Marketing automation8.411 Ratings9.014 Ratings
Compensation management7.89 Ratings8.812 Ratings
Platform
Comparison of Platform features of Product A and Product B
Capsule CRM
7.9
12 Ratings
5% above category average
Sage CRM
7.7
16 Ratings
2% above category average
Mobile access7.912 Ratings7.716 Ratings
Best Alternatives
Capsule CRMSage CRM
Small Businesses
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Score 9.5 out of 10
vCita
vCita
Score 9.5 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.0 out of 10
SAP Business ByDesign
SAP Business ByDesign
Score 7.8 out of 10
Enterprises
Creatio
Creatio
Score 9.0 out of 10
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Score 7.8 out of 10
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User Ratings
Capsule CRMSage CRM
Likelihood to Recommend
8.7
(15 ratings)
8.9
(28 ratings)
Likelihood to Renew
-
(0 ratings)
5.1
(11 ratings)
Usability
8.7
(4 ratings)
8.9
(11 ratings)
Performance
-
(0 ratings)
8.2
(2 ratings)
Support Rating
8.7
(4 ratings)
7.9
(8 ratings)
In-Person Training
-
(0 ratings)
7.0
(1 ratings)
Implementation Rating
-
(0 ratings)
8.0
(2 ratings)
User Testimonials
Capsule CRMSage 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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Sage
as it is a very flexible software that can be adapted to any business model, other functions human resource management, manufacturing and supply chain planning, all these functions are housed in a highly technological interface. I liked this system because it made automating accounts payable so much easier.the control of the basic accounting of any type of company
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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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Sage
  • When in client profile, it is very intuitive, allowing you to easily transcribe notes in the clients profile.
  • Sage allows 3rd party plugins, so if you utilize a particular phone services or would like to import something as simple as google drive, its compatible.
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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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Sage
  • Reliance on Apache Tomcat causes a lot of headaches. There are common issues trying to start up the server, resulting from Apache Tomcat misconfigurations, or Java. Some forum posts on Sage City address common issues, but digging into server logs seems to be an often occurrence.
  • Support is somewhat lacking, less user install base means error messages are sometimes hard to find quick answers for. Most of the knowledge found on the internet is in the Sage City forum.
  • Integration with Microsoft 365 causes you to have to turn off some security features. This will result in your 365 tenants running lower security standards than recommended, it may put you at risk for targeted attacks.
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Likelihood to Renew
Zestia
No answers on this topic
Sage
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.
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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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Sage
Excellent integration with the most important social networks (LinkedIn, Facebook and Twitter) to get leads. The mobile app is quite useful for speeding up the tasks at hand and not relying on the computer or being in the office to get them done.
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Performance
Zestia
No answers on this topic
Sage
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
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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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Sage
Support team is really slow and they need to work on this really. Sometimes it takes days to resolve a simple query and there is no way to get it expedited. Rest the product is is amazing but the team should look into the costumer support and get it working
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In-Person Training
Zestia
No answers on this topic
Sage
Most training would come after a upgrade. Otherwise we would self teach new employees. Training was with a Sage Software partner SWK technologies.
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Implementation Rating
Zestia
No answers on this topic
Sage
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.
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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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Sage
Whilst SAGE CRM was selected around 10 years ago and we became a partner, the main contenders would have been at the time Sales Logix and MS CRM 4.0. However, we had extensive experience of the mid-market CRM's and decided on SAGE CRM since it had a clean, easy to understand interface and importantly offered both workflow automation and Self Service capability, all of which across both the Case and Sales and Marketing functionality was seamless and saved time. As it was pure browser based, access was from anywhere we wanted. In my view, SAGE CRM still stacks up well against all the other mid-market CRM systems and offers good value for money, but more importantly, it is an easy to operate and customisable solution which user like. Again, we can teach administration users very quickly to support and customise themselves since the admin. function are clear as well.
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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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Sage
  • It is very affordable in pricing, compared to competitors
  • Lead management and convertion into prospects is also a very easy process
  • Lead capture from web pages should be available, and better ways to capture leads from tradeshows by uploading directly from scanned business cards
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ScreenShots

Capsule CRM Screenshots

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