Capsule CRM vs. Salesforce.com

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
Salesforce
Score 8.2 out of 10
N/A
Salesforce is a web-based CRM application that enables users to forecast revenues and track leads. It is a leading sales, service, and marketing app. Salesforce.com's Sales (CRM), Service, Platform and Marketing applications are designed to help companies connect with customers, partners, and employees in entirely new ways. According to the vendor, on average, reps using Salesforce see: a +29% increase in sales from greater visibility, +34% increase in sales productivity, and +42% increase in…
$25
per month
Pricing
Capsule CRMSalesforce.com
Editions & Modules
Professional
$18
per month per user
Teams
$36
per month per user
Enterprise
$54
per month per user
Essentials
$25.00
Per User/Per Month
Professional
$75.00
Per User/Per Month
Enterprise
$150.00
Per User/Per Month
Unlimited
$300.00
Per user/Per month
Offerings
Pricing Offerings
Capsule CRMSalesforce
Free Trial
YesYes
Free/Freemium Version
YesNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Community Pulse
Capsule CRMSalesforce.com
Considered Both Products
Capsule CRM
Chose Capsule CRM
UNLIKE OTHER CRM, Capsule CRM incorporates the latest business technologies into a single solution. It is the best application for promoting our business. The level of communication with clients is outstanding. We can get a quick and accurate read on anything by simply …
Chose Capsule CRM
Capsule CRM feels modern, quick and on-the-ball with its layout, features and integration options. It also has an intuitive feel making it easy to adopt from an alternative system.
Chose Capsule CRM
It stacks up pretty well in basic features but lags behind in terms of CRM features and support, there is a lack of features as compared to the multitude of these software and support only exists over mail, a live chat feature would be much appreciated, integration with …
Chose Capsule CRM
Salesforce was a complete failure for us because it did way too much. The learning curve was too steep, it was too expensive, and it didn't fit us overall (we're a very small business).
Insightly was clumsy and didn't have the flexibility (and huge amount of integrations) that …
Salesforce

No answer on this topic

Top Pros
Top Cons
Features
Capsule CRMSalesforce.com
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
Salesforce.com
7.7
188 Ratings
3% below category average
Customer data management / contact management8.415 Ratings8.0188 Ratings
Workflow management8.613 Ratings7.7180 Ratings
Territory management7.68 Ratings7.4149 Ratings
Opportunity management8.215 Ratings8.0184 Ratings
Integration with email client (e.g., Outlook or Gmail)8.814 Ratings7.4173 Ratings
Contract management8.312 Ratings7.6146 Ratings
Quote & order management8.011 Ratings7.4138 Ratings
Interaction tracking7.413 Ratings7.7159 Ratings
Channel / partner relationship management8.811 Ratings7.7131 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
Salesforce.com
8.6
56 Ratings
10% above category average
Case management8.68 Ratings9.056 Ratings
Call center management8.47 Ratings8.442 Ratings
Help desk management8.48 Ratings8.346 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Capsule CRM
8.7
11 Ratings
10% above category average
Salesforce.com
7.7
174 Ratings
2% below category average
Lead management8.810 Ratings7.8171 Ratings
Email marketing8.69 Ratings7.6145 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
Salesforce.com
7.3
172 Ratings
6% below category average
Task management8.412 Ratings7.4163 Ratings
Billing and invoicing management8.210 Ratings6.737 Ratings
Reporting7.812 Ratings7.8127 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
Salesforce.com
7.8
185 Ratings
1% above category average
Forecasting8.412 Ratings7.6160 Ratings
Pipeline visualization8.214 Ratings7.8176 Ratings
Customizable reports8.611 Ratings8.0184 Ratings
Customization
Comparison of Customization features of Product A and Product B
Capsule CRM
8.1
13 Ratings
4% above category average
Salesforce.com
7.9
177 Ratings
1% above category average
Custom fields8.013 Ratings8.0176 Ratings
Custom objects7.811 Ratings8.1168 Ratings
Scripting environment8.68 Ratings7.6129 Ratings
API for custom integration8.210 Ratings7.8149 Ratings
Security
Comparison of Security features of Product A and Product B
Capsule CRM
8.2
11 Ratings
3% below category average
Salesforce.com
8.3
165 Ratings
2% below category average
Single sign-on capability8.010 Ratings8.3146 Ratings
Role-based user permissions8.411 Ratings8.3139 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Capsule CRM
7.9
12 Ratings
6% above category average
Salesforce.com
7.6
120 Ratings
2% above category average
Social data8.112 Ratings7.6119 Ratings
Social engagement7.711 Ratings7.7116 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
Salesforce.com
7.8
155 Ratings
5% above category average
Marketing automation8.411 Ratings7.9152 Ratings
Compensation management7.89 Ratings7.7103 Ratings
Platform
Comparison of Platform features of Product A and Product B
Capsule CRM
7.9
12 Ratings
5% above category average
Salesforce.com
7.9
161 Ratings
5% above category average
Mobile access7.912 Ratings7.9161 Ratings
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Capsule CRMSalesforce.com
Small Businesses
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Score 9.5 out of 10
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vCita
Score 9.5 out of 10
Medium-sized Companies
SAP Business ByDesign
SAP Business ByDesign
Score 7.8 out of 10
Creatio
Creatio
Score 9.0 out of 10
Enterprises
SAP Business ByDesign
SAP Business ByDesign
Score 7.8 out of 10
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Score 7.8 out of 10
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User Ratings
Capsule CRMSalesforce.com
Likelihood to Recommend
8.7
(15 ratings)
7.6
(304 ratings)
Likelihood to Renew
-
(0 ratings)
9.3
(49 ratings)
Usability
8.7
(4 ratings)
7.9
(94 ratings)
Availability
-
(0 ratings)
9.8
(54 ratings)
Performance
-
(0 ratings)
9.0
(36 ratings)
Support Rating
8.7
(4 ratings)
7.4
(121 ratings)
In-Person Training
-
(0 ratings)
7.9
(11 ratings)
Online Training
-
(0 ratings)
9.1
(15 ratings)
Implementation Rating
-
(0 ratings)
9.4
(32 ratings)
Configurability
-
(0 ratings)
10.0
(2 ratings)
Contract Terms and Pricing Model
-
(0 ratings)
9.0
(9 ratings)
Product Scalability
-
(0 ratings)
10.0
(2 ratings)
Professional Services
-
(0 ratings)
9.3
(8 ratings)
User Testimonials
Capsule CRMSalesforce.com
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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Salesforce
Ability to create dashboards. The project progress can be easily tracked. Tickets can be fed with all the right data and the same can be exported. You can customize the fields as per your usage. Can be used for multiple projects. The reports generated are accurate in nature and can be used for making important decisions and improvements.
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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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Salesforce
  • Salesforce.com is extremely customizable. I would not consider it an out-of-the-box solution, although its standard fields allow for fundamental CRM activities and reporting.
  • Salesforce.com is able to integrate with 100s of third-party softwares—often times creating efficiencies in processes.
  • Reports within Salesforce.com have the ability to be simple as a standard Account report, or you can get very granular with your report filtering to segment a very specific result, eg. Accounts in California who are active clients and fall within the pharmaceutical industry and have a specified market capitalization.
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.
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Salesforce
  • Would like easier integration of Einstein data in Salesforce Dashboards so we do not have to navigate to the Analytics Studio.
  • Quicker adoption of custom objects into new offerings like the Pipeline Navigator.
  • Continued expansion of Salesforce Surveys for more features and flexibility.
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Likelihood to Renew
Zestia
No answers on this topic
Salesforce
While it's not perfect and can be overly complicated at times, there is not another solution out there that can do what it does. To get the same functionality you would need numerous disparate tools to match the amount of functionality Salesforce has. Having it all aggregated on one platform makes the complicated parts far more bearable
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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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Salesforce
Compared to the Salesforce Classic layout, the Lightning Experience is very user-friendly. Customize your top navigation bar to include quick links to your most frequently used records, objects, or reports. There are free online courses from Salesforce called "Trail Heads" to help new users get acquainted with the CRM. As a whole, it's a well-designed and user-friendly website. All is well, and there have been no problems so far.
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Reliability and Availability
Zestia
No answers on this topic
Salesforce
Salesforce is always available securely from any internet-capable device anywhere in the world, UNLESS you choose to set security measures so that ONLY trusted IP ranges may access the system at certain times of the day. It's all about choice and flexibility with Salesforce products.
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Performance
Zestia
No answers on this topic
Salesforce
Salesforce performance in general is excellent. "The cloud infrastructure beneath Force.com has been fine-tuned over the past 10 years. It powers nearly 100,000+ businesses running more than 185,000 applications that 3 million users count on every day."
Points per Salesforce -
1) Multitenant kernel - With a multitenant platform, each business that uses the app doesn’t have its own copy. Instead, all businesses share a single copy and then customize it for their specific needs.
2) ISO 27001 certified security - You can’t compromise when it comes to enterprise-level security. Force.com is road-tested and trusted by nearly 100,000+ companies, including many of the world’s most security-conscious organizations, such as banks and health care providers.
3) Proven reliability - All Force.com apps run on world-class data centers with backup, failover, and disaster-recovery facilities. Force.com has had a proven 99.9 percent uptime record for years.
4) Proven, real-time scalability - Force.com is used by many of the world's largest enterprises, including Cisco, Japan Post Network, and Symantec. Applications can automatically scale from a few users to millions of page views, as needed.
5) Real-time query optimizer - You need fast access to your data. The Force.com query optimizer delivers under 300ms response time, at a massive scale.
6) Real-time transparent system status - You can always see real-time system performance, availability, and security information at trust.salesforce.com.
7) Real-time upgrades - Unlike traditional software platforms, our upgrades never break your customizations, code, or integrations. We upgrade the platform for you 3 to 4 times each year. As a result, you’re always on the latest version, with access to the latest features, performance, and security enhancements.
8) Real-time sandbox environments - With a single click, you can create copies of your applications, configuration, and data in separate environments for development, testing, and training.
9) Three global production data centers and disaster recovery - Force.com runs on three geographically dispersed, mirrored data centers with built-in replication, disaster recovery, a redundant network backbone, and no single points of failure
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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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Salesforce
Account managers are awesome for the most part but change every year. So just as they are getting to know your business they usually switch accounts. We have premier success now which gives us 24/7 access to support, which has been helpful as we deal with integration issues with APIs and across Salesforce products.
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In-Person Training
Zestia
No answers on this topic
Salesforce
I attended two training sessions. I would rate them a 4 as an advanced user. It was very basic – great for someone new – would give 8+ for new person.

I had 3 years of experience at the time. I skipped basic and went onto advanced and still not helpful. A lot of it was best practices that didn’t feel relevant for our business
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Online Training
Zestia
No answers on this topic
Salesforce
I have gone through multiple. The content that’s delivered is quite basic – I wish they had more advanced training.

We are grandfathered into premium support plus training. We get unlimited access to instructor led and online training for free. We have taken advantage of this
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Implementation Rating
Zestia
No answers on this topic
Salesforce
Just from an organizational standpoint - we standardized our data prior to moving to Salesforce. But we essentially standardized it wrong. That's created a big disgusting mess for us know that I'll have to deal with as the Admin. Be sure you think through use cases prior to doing something like that - seek outside opinions on how the data will work best, especially depending on what else you're going to integrate with Salesforce.
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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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Salesforce
When evaluating a CRM solution for our company we had a fairly simple decision process. We had to decide to buy vs build an internal solution - which we found for the cost Salesforce would save from development / IT perspective and provide a more robust solution. The closest out of the box competitor we looked at was the Microsoft Dynamics CRM product -and again, we found Salesforce to be a more robust / cost effective solution.
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Contract Terms and Pricing Model
Zestia
No answers on this topic
Salesforce
The contract process was arduous. Some of that was because of the purchasing issues with our university, but as mentioned previously, we got a quote for a package and then they also recommended add-on fees. These were things we did not end up going with because we had budgeted based on the originally quoted amount. This has slowed down our implementation phase and meant we were paying for two CRM software for longer than I would have liked.
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Scalability
Zestia
No answers on this topic
Salesforce
I've worked with Salesforce since 2001 in companies ranging from 4 to hundreds of sales people and the system has been able to scale and perhaps more importantly expand (functionally) to the needs of larger organizations. In fact in my previous company, as a provider of a solution that integrated with Salesforce, we had customers that had thousands of sales people using Salesforce.
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Professional Services
Zestia
No answers on this topic
Salesforce
Using Salesforce.com has made my daily routines more efficient and simplified the manual tasks I had to perform independently. I can now access data from any device, online or offline, and provide better guidance to my team about the forecasts provided by the built-in artificial intelligence (AI). A chat with a Salesforce support specialist would be great. The knowledge base has a community forum where Salesforce users can ask questions and learn more about the product.
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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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Salesforce
  • Companies that either hire consulting expertise or have in-house experts will benefit the most. It can be a powerful tool. Manage it correctly and there will be great benefits.
  • Conversely, if companies don't implement Salesforce.com with a plan, there will be frustration and small if any ROI realized.
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ScreenShots

Capsule CRM Screenshots

Screenshot of Screenshot of Screenshot of Screenshot of

Salesforce Screenshots

Screenshot of Salesforce CRM - More than just a contacts database, Salesforce CRM is your centralized repository of customer information in the cloud.Screenshot of Salesforce Dashboards - Advanced reporting for Sales Executives, Sales Managers, or Service Managers allows you to keep a pulse on customer acquisition and satisfaction.Screenshot of Force.com Platform - More than a CRM or Service Application, Salesforce is a full cloud-based development environment supported by a rich ecosystem of integrated third-party application providers.