Capsule CRM vs. Salesforce Sales Cloud

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Capsule CRM
Score 9.0 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 Sales Cloud
Score 8.4 out of 10
N/A
Salesforce Sales Cloud is a platform for sales with a community of Sellers, Sales Leaders, and Sales Operations, who use the solution to grow sales and increase productivity. The AI CRM for Sales features data built right in, so that companies can sell faster, sell smarter and sell efficiently. Salesforce Sales Cloud is used for, and supports: Buyer Engagement Sales Engagement Enablement Sales AI Sales Analytics Team…
$25
per month
Pricing
Capsule CRMSalesforce Sales Cloud
Editions & Modules
Professional
$18
per month per user
Teams
$36
per month per user
Enterprise
$54
per month per user
Starter
$25.00
Per User/Per Month
Professional
$80.00
Per User/Per Month
Enterprise
$165.00
Per User/Per Month
Unlimited
$330.00
Per user/Per month
Offerings
Pricing Offerings
Capsule CRMSalesforce Sales Cloud
Free Trial
YesYes
Free/Freemium Version
YesNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeOptional
Additional Details
More Pricing Information
Community Pulse
Capsule CRMSalesforce Sales Cloud
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 Sales Cloud

No answer on this topic

Top Pros
Top Cons
Features
Capsule CRMSalesforce Sales Cloud
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Capsule CRM
8.1
15 Ratings
5% above category average
Salesforce Sales Cloud
7.7
239 Ratings
0% above category average
Customer data management / contact management8.415 Ratings8.6239 Ratings
Workflow management8.413 Ratings7.9230 Ratings
Territory management7.48 Ratings7.4183 Ratings
Opportunity management8.215 Ratings8.4233 Ratings
Integration with email client (e.g., Outlook or Gmail)8.714 Ratings7.5218 Ratings
Contract management8.112 Ratings7.2190 Ratings
Quote & order management8.011 Ratings7.5173 Ratings
Interaction tracking7.413 Ratings7.5204 Ratings
Channel / partner relationship management8.511 Ratings7.6165 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Capsule CRM
8.4
10 Ratings
12% above category average
Salesforce Sales Cloud
7.5
81 Ratings
0% above category average
Case management8.68 Ratings7.881 Ratings
Call center management8.17 Ratings7.564 Ratings
Help desk management8.58 Ratings7.366 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Capsule CRM
8.6
11 Ratings
13% above category average
Salesforce Sales Cloud
7.7
218 Ratings
2% above category average
Lead management8.610 Ratings7.9213 Ratings
Email marketing8.69 Ratings7.4182 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Capsule CRM
8.1
14 Ratings
7% above category average
Salesforce Sales Cloud
7.5
221 Ratings
1% below category average
Task management8.512 Ratings7.5211 Ratings
Billing and invoicing management8.110 Ratings7.157 Ratings
Reporting7.612 Ratings7.8174 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Capsule CRM
8.4
14 Ratings
10% above category average
Salesforce Sales Cloud
7.8
234 Ratings
2% above category average
Forecasting8.512 Ratings7.4203 Ratings
Pipeline visualization8.014 Ratings7.8222 Ratings
Customizable reports8.611 Ratings8.2231 Ratings
Customization
Comparison of Customization features of Product A and Product B
Capsule CRM
8.0
13 Ratings
5% above category average
Salesforce Sales Cloud
8.1
225 Ratings
7% above category average
Custom fields7.913 Ratings8.1223 Ratings
Custom objects7.611 Ratings8.1213 Ratings
Scripting environment8.68 Ratings7.9158 Ratings
API for custom integration8.110 Ratings8.1186 Ratings
Security
Comparison of Security features of Product A and Product B
Capsule CRM
8.1
11 Ratings
3% below category average
Salesforce Sales Cloud
8.7
227 Ratings
4% above category average
Single sign-on capability8.010 Ratings8.8194 Ratings
Role-based user permissions8.311 Ratings8.6200 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Capsule CRM
7.8
12 Ratings
7% above category average
Salesforce Sales Cloud
7.4
143 Ratings
2% above category average
Social data8.012 Ratings7.5142 Ratings
Social engagement7.611 Ratings7.3139 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Capsule CRM
8.0
11 Ratings
11% above category average
Salesforce Sales Cloud
7.8
194 Ratings
9% above category average
Marketing automation8.311 Ratings7.8190 Ratings
Compensation management7.69 Ratings7.8130 Ratings
Platform
Comparison of Platform features of Product A and Product B
Capsule CRM
8.0
12 Ratings
7% above category average
Salesforce Sales Cloud
7.1
205 Ratings
5% below category average
Mobile access8.012 Ratings7.1205 Ratings
Best Alternatives
Capsule CRMSalesforce Sales Cloud
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10
Salesmate
Salesmate
Score 9.8 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.1 out of 10
Creatio
Creatio
Score 9.1 out of 10
Enterprises
Creatio
Creatio
Score 9.1 out of 10
Creatio
Creatio
Score 9.1 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
Capsule CRMSalesforce Sales Cloud
Likelihood to Recommend
8.6
(15 ratings)
8.4
(371 ratings)
Likelihood to Renew
-
(0 ratings)
9.0
(56 ratings)
Usability
8.6
(4 ratings)
7.5
(120 ratings)
Availability
-
(0 ratings)
9.8
(27 ratings)
Performance
-
(0 ratings)
9.0
(18 ratings)
Support Rating
8.6
(4 ratings)
5.7
(91 ratings)
In-Person Training
-
(0 ratings)
7.9
(11 ratings)
Online Training
-
(0 ratings)
9.1
(15 ratings)
Implementation Rating
-
(0 ratings)
1.0
(18 ratings)
Configurability
-
(0 ratings)
10.0
(2 ratings)
Contract Terms and Pricing Model
-
(0 ratings)
8.8
(9 ratings)
Product Scalability
-
(0 ratings)
8.7
(30 ratings)
Professional Services
-
(0 ratings)
9.3
(8 ratings)
User Testimonials
Capsule CRMSalesforce Sales Cloud
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
Salesforce Sales Cloud is, in my experience, well suited to large B2B businesses who are driving demand and lead generation, and tracking customers through the funnel. It is a system we needed for a long time and has made a huge difference. However, I think it would have been more appropriate for a smaller business / a business who sets this up earlier on. There are great advantages to having historical data. It is really useful for allowing all commercial teams to work together, including sales, new business, marketing, client success etc. However, it relies too much too often on human error. If more things were automated and simpler, perhaps with AI queries, it could be easier to use
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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
  • Logging notes: SF makes it easy to log notes in the timeline or static notes that live in an easy-to-see spot for longevity.
  • Logging activities: It's easy to post a call, text, email, etc.
  • API data: Once connected, SF is critical to automation, such as website activity, login activity, pages visited, etc., which saves the Customer Success side time in understanding account activity.
  • Custom fields: you can add custom fields to really personalize your experience. We use quite a few and it's brilliant.
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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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Salesforce
  • I have hard-coded the auto-update of the phone number format and state format from some codes shared by the community, but I do not know where to do it. I cannot reset it either.
  • It is unclear what functionalities each version has. We use the enterprise version, and it seems we can only have one design of the pipeline. But different business segments would have very different sales cycles, and hence, pipeline tracking would be different. It would be nice to have this available in our version.
  • It seems I cannot create a report to pull notes logged at the account levels.
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Likelihood to Renew
Zestia
No answers on this topic
Salesforce
There are days when I wish we hadn't switched, but I know that if we put in the time, we will get to where we want to be with the software and that it has many more capabilities than anything else we looked at. However, the amount of time and onboarding we need to do is also far greater than we realized/were told when we originally bought the product. They told us we should hire onboarding support, but at the end, after we had already reached our budget maximum for this, so it's been slower than we had hoped.
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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
Salesforce has been designed on the basis of "Clicks, not code". So anyone willing to learn the Salesforce user interface (which is quite good as far as management software platforms go) is able to become a Salesforce user or even a Salesforce administrator. You don't have to know coding language to work in the Salesforce environment. Also, Salesforce has one of the best software training resources (Trailhead) that I have ever encountered. It is free to all, easy to use, and most importantly it is interactive. No scrolling through endless text in a user manual. There are hands-on modules and related videos interlaced and through it all you earn points and badges to display your level of learning.
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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
The overall support has been good. More and more features are being released quite frequently. Very small features are also making big difference in how the tool can be adapted and used better. If there is anything we need or are stuck, the support team sets up a call and helps in resolving the issue/provides workarounds.
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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
The thing that puts Sales Cloud above the top is its simple user interface, which is easy to interact with. The visuals and automation are also quite amazing. Given its attention to data and customer relationship management, Sales Cloud is tough to beat. Of course, Microsoft Dynamics integrates nicely with other Microsoft products, and Monday is a tool everyone is familiar with, so it is hard to compete with those.
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Contract Terms and Pricing Model
Zestia
No answers on this topic
Salesforce
Salesforce is the most widely used CRM system. Professionalism tends to increase when things go wrong for market leaders. Salesforce considers us as users because they own the market. Having all of our data in one place and all of our teams working within Salesforce. Anyone who uses Salesforce is impacted by it, even if they don't.
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Scalability
Zestia
No answers on this topic
Salesforce
Salesforce sales cloud implementation can give you the desired outcome for your business. Its workflow, approval, sync, and file-sharing features help automate the process. The Macros feature helps business to shorten their sales cycle. Sales Cloud also allows businesses to make the right decision with its real-time business insights and analysis.
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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
  • All tools we've implemented with Salesforce had a pretty quick positive ROI with the exception of CPQ & Billing. That was a very large project that I would only suggest for businesses with many SKUs that tend to be packaged together.
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ScreenShots

Capsule CRM Screenshots

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Salesforce Sales Cloud Screenshots

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