What users are saying about
35 Ratings
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Top Rated
2859 Ratings
35 Ratings
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Score 8.5 out of 100

Salesforce

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Top Rated
2859 Ratings
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Score 8.3 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

Salesforce

It's a great customer relationship management in the view of sales and services. Marketing wise it's difficult for lead management and we've experienced some syncing issues with the marketing automation tool. We've noticed that when records are merged, important info from the deleted record is not available anymore and this sometimes causes difficulty with alignment in reports. The custom report format too is only limited to 3 objects.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Capsule CRM
8.7
Salesforce
7.8
Customer data management / contact management
Capsule CRM
8.6
Salesforce
8.3
Workflow management
Capsule CRM
9.3
Salesforce
7.8
Territory management
Capsule CRM
8.7
Salesforce
7.7
Opportunity management
Capsule CRM
8.7
Salesforce
8.3
Integration with email client (e.g., Outlook or Gmail)
Capsule CRM
9.0
Salesforce
7.2
Contract management
Capsule CRM
8.9
Salesforce
7.7
Quote & order management
Capsule CRM
8.1
Salesforce
7.6
Interaction tracking
Capsule CRM
8.1
Salesforce
8.0
Channel / partner relationship management
Capsule CRM
8.9
Salesforce
7.8

Customer Service & Support

Capsule CRM
8.4
Salesforce
8.5
Case management
Capsule CRM
8.6
Salesforce
9.0
Call center management
Capsule CRM
8.6
Salesforce
8.4
Help desk management
Capsule CRM
8.0
Salesforce
8.3

Marketing Automation

Capsule CRM
8.6
Salesforce
7.8
Lead management
Capsule CRM
8.8
Salesforce
8.0
Email marketing
Capsule CRM
8.4
Salesforce
7.5

CRM Project Management

Capsule CRM
8.2
Salesforce
7.4
Task management
Capsule CRM
8.1
Salesforce
7.5
Billing and invoicing management
Capsule CRM
8.4
Salesforce
6.7
Reporting
Capsule CRM
8.1
Salesforce
8.1

CRM Reporting & Analytics

Capsule CRM
7.5
Salesforce
8.3
Forecasting
Capsule CRM
7.1
Salesforce
8.1
Pipeline visualization
Capsule CRM
7.8
Salesforce
8.3
Customizable reports
Capsule CRM
7.6
Salesforce
8.4

Customization

Capsule CRM
8.3
Salesforce
8.1
Custom fields
Capsule CRM
7.9
Salesforce
8.3
Custom objects
Capsule CRM
8.3
Salesforce
8.3
Scripting environment
Capsule CRM
8.6
Salesforce
7.8
API for custom integration
Capsule CRM
8.3
Salesforce
8.0

Security

Capsule CRM
8.3
Salesforce
8.6
Single sign-on capability
Capsule CRM
8.2
Salesforce
8.4
Role-based user permissions
Capsule CRM
8.5
Salesforce
8.7

Social CRM

Capsule CRM
7.6
Salesforce
7.6
Social data
Capsule CRM
7.8
Salesforce
7.5
Social engagement
Capsule CRM
7.4
Salesforce
7.6

Integrations with 3rd-party Software

Capsule CRM
7.7
Salesforce
7.5
Marketing automation
Capsule CRM
7.7
Salesforce
7.6
Compensation management
Capsule CRM
7.8
Salesforce
7.4

Platform

Capsule CRM
8.2
Salesforce
7.7
Mobile access
Capsule CRM
8.2
Salesforce
7.7

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

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.
Erik Viager | 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

Salesforce

  • Costs vs. ROI: The initial cost to BUILD whatever instance your SF sales rep presents to you and sells; the COST associate to get to that build is NEVER explained or discussed.
  • The Salesforce sales rep's job is to sell you on an idea and hope, rather than practical application, implementation, and realistic expectations of the egregiously cantankerous and universally overpriced CRM.
  • They do not vet, manage or hold accountable their 'implementation partners'. Again, the sales rep for Salesforce; their job is to sell you the platform, not what you they showed you the platform can do. There is extreme neglect in discussing the actual cost to get their CRM platform to do WHAT they have showcased to you. Not to mention the time it takes to get there. Not to mention the partners they refer to you are random. These 3rd party companies do ALL the work and make ALL the money on behalf of Salesforce, for themselves. You get stuck in contracts with mediocre service or lackluster results and there is NO recourse for you as the consumer against these 'partners'.
  • If I want to sell GM cars, GM has standards and minimums they require in order for me to represent their brand. If I do shady dealings, rip customers off or am just a terrible business to be in business with, GM would strip me of my dealership title for their brand. SalesForce does no such thing. I could start a company to implement salesforce, have you sign a contract and deliver a garbage product. If you go to SF to complain about that; "Our hands our tied" as I have been told.
  • Salesforce does not care about your user experience, they just want you to buy more. It is a Sales organization, not a software company. Again, they do not care about your business, the negative impact of their CRM rollout, or how terrible their 3rd party support partners are. They. Dont. Care. They just want your money.
  • SF is aware they are the biggest player on the block. They have all the cards. You, the consumer, as an individual business, have no power or say.
Kurt Johansen | TrustRadius Reviewer

Likelihood to Renew

Capsule CRM

No score
No answers yet
No answers on this topic

Salesforce

Salesforce 10.0
Based on 49 answers
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
John Cupoli | 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

Salesforce

Salesforce 8.1
Based on 78 answers
Salesforce.com was one of the easiest products to integrate with our organization -- both from an initial installation and setup perspective as well as from an ongoing / day-to-day usability perspective. The software works seamlessly for us and allows to save a great deal of time in the process of creating and managing relationships.
Anonymous | TrustRadius Reviewer

Reliability and Availability

Capsule CRM

No score
No answers yet
No answers on this topic

Salesforce

Salesforce 9.8
Based on 54 answers
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.
Kyle Dugger | TrustRadius Reviewer

Performance

Capsule CRM

No score
No answers yet
No answers on this topic

Salesforce

Salesforce 9.0
Based on 36 answers
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
Rob Gottschalk | 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

Salesforce

Salesforce 7.6
Based on 105 answers
It is difficult to get complex issues resolved with nearly any Support department if you can't get the level 1 person to understand what complex tasks are taking place. Not bad for the first level support. I would recommend a Salesforce consultant for complex issues.
Quentin Goin | TrustRadius Reviewer

In-Person Training

Capsule CRM

No score
No answers yet
No answers on this topic

Salesforce

Salesforce 7.9
Based on 11 answers
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
Anonymous | TrustRadius Reviewer

Online Training

Capsule CRM

No score
No answers yet
No answers on this topic

Salesforce

Salesforce 9.1
Based on 15 answers
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
Anonymous | TrustRadius Reviewer

Implementation Rating

Capsule CRM

No score
No answers yet
No answers on this topic

Salesforce

Salesforce 9.4
Based on 32 answers
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.
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

Salesforce

In the past we have used monday.com, which was better suited for a project management tool rather than a fully customizable CRM tool. We considered other options like Microsoft Dynamics 365, and HubSpot CRM, but ultimately decided to go with the best. HubSpot CRM's user interface was not as visually appealing or easy to use and the features do not compare to Salesforce which has earned the title of number one CRM tool for a reason. If you want a modern, fully-functional, analytics machine, Salesforce is the top tool.
Nichole Pelaez | TrustRadius Reviewer

Scalability

Capsule CRM

No score
No answers yet
No answers on this topic

Salesforce

Salesforce 10.0
Based on 2 answers
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.
Anonymous | 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

Salesforce

  • It will allow your Sales team to better manage their funnel so things don't fall through the cracks. This will directly impact your ROI.
  • You will have increased visibility from an executive level to allow you to make quicker and more accurate decisions.
  • Customer followup and status tracking will improve.
Anonymous | 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

Salesforce

General

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

Salesforce Editions & Modules

Edition
Essentials$25.001
Professional$75.001
Enterprise$150.001
Unlimited$300.002
  1. Per User/Per Month
  2. Per user/Per month
Additional Pricing Details

Rating Summary

Likelihood to Recommend

Capsule CRM
8.4
Salesforce
7.9

Likelihood to Renew

Capsule CRM
Salesforce
10.0

Usability

Capsule CRM
9.0
Salesforce
8.1

Reliability and Availability

Capsule CRM
Salesforce
9.8

Performance

Capsule CRM
Salesforce
9.0

Support Rating

Capsule CRM
9.0
Salesforce
7.6

In-Person Training

Capsule CRM
Salesforce
7.9

Online Training

Capsule CRM
Salesforce
9.1

Implementation Rating

Capsule CRM
Salesforce
9.4

Scalability

Capsule CRM
Salesforce
10.0

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