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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Capsule CRM

    Score8.8 out of 10
    N/ACapsule 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

    SAP Business One

    Score8.5 out of 10
    N/ASAP Business One is an integrated enterprise resource planning (ERP) solution for small and medium-sized businesses, The product encompasses functionality around sales, customer relationships, inventory, operations, financials and human resources.

    $99

    per month

    Pricing
    Capsule CRMSAP Business One
    Editions & Modules
    Professional
    $18
    per month per user
    Teams
    $36
    per month per user
    Enterprise
    $54
    per month per user
    Limited
    $99.00
    per month
    Starter
    $110.00
    per month
    Pro
    $132.00
    per month
    Offerings
    Pricing Offerings
    Capsule CRMSAP Business One
    Free Trial
    YesNo
    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 CRMSAP Business One
    Considered Both Products
    Zestia
    No answer on this topic
    SAP
    No answer on this topic
    Key User Insights
    Would buy again
    100%
    Would buy again
    5 Answers
    92%
    Would buy again
    11 Answers
    Delivers good value for the price
    No answers on this topic
    91%
    Delivers good value for the price
    10 Answers
    Happy with the feature set
    100%
    Happy with the feature set
    5 Answers
    100%
    Happy with the feature set
    12 Answers
    Lived up to sales and marketing promises
    No answers on this topic
    90%
    Lived up to sales and marketing promises
    9 Answers
    Implementation went as expected
    100%
    Implementation went as expected
    5 Answers
    80%
    Implementation went as expected
    8 Answers
    Features
    Capsule CRMSAP Business One
    Sales Force Automation
    Comparison of Sales Force Automation features of Capsule CRM and SAP Business One
    Feature
    Capsule CRM
    7.1
    16 Ratings
    10% below category average
    SAP Business One
    -
    Ratings
    Customer data management / contact management8.016 Ratings00 Ratings
    Workflow management7.014 Ratings00 Ratings
    Territory management6.09 Ratings00 Ratings
    Opportunity management8.016 Ratings00 Ratings
    Integration with email client (e.g., Outlook or Gmail)8.015 Ratings00 Ratings
    Contract management8.013 Ratings00 Ratings
    Quote & order management6.012 Ratings00 Ratings
    Interaction tracking7.014 Ratings00 Ratings
    Channel / partner relationship management6.012 Ratings00 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of Capsule CRM and SAP Business One
    Feature
    Capsule CRM
    8.4
    10 Ratings
    9% above category average
    SAP Business One
    -
    Ratings
    Case management8.68 Ratings00 Ratings
    Call center management8.17 Ratings00 Ratings
    Help desk management8.58 Ratings00 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of Capsule CRM and SAP Business One
    Feature
    Capsule CRM
    8.5
    12 Ratings
    9% above category average
    SAP Business One
    -
    Ratings
    Lead management8.011 Ratings00 Ratings
    Email marketing9.010 Ratings00 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Capsule CRM and SAP Business One
    Feature
    Capsule CRM
    7.7
    15 Ratings
    0% above category average
    SAP Business One
    -
    Ratings
    Task management9.013 Ratings00 Ratings
    Billing and invoicing management7.011 Ratings00 Ratings
    Reporting7.013 Ratings00 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of Capsule CRM and SAP Business One
    Feature
    Capsule CRM
    7.0
    15 Ratings
    9% below category average
    SAP Business One
    -
    Ratings
    Forecasting7.013 Ratings00 Ratings
    Pipeline visualization8.015 Ratings00 Ratings
    Customizable reports6.012 Ratings00 Ratings
    Customization
    Comparison of Customization features of Capsule CRM and SAP Business One
    Feature
    Capsule CRM
    7.4
    14 Ratings
    3% below category average
    SAP Business One
    9.9
    40 Ratings
    27% above category average
    Custom fields7.014 Ratings00 Ratings
    Custom objects6.012 Ratings00 Ratings
    Scripting environment8.68 Ratings00 Ratings
    API for custom integration8.010 Ratings9.738 Ratings
    Plug-ins00 Ratings10.037 Ratings
    Security
    Comparison of Security features of Capsule CRM and SAP Business One
    Feature
    Capsule CRM
    9.0
    12 Ratings
    7% above category average
    SAP Business One
    9.9
    44 Ratings
    16% above category average
    Single sign-on capability9.011 Ratings9.736 Ratings
    Role-based user permissions9.012 Ratings10.043 Ratings
    Social CRM
    Comparison of Social CRM features of Capsule CRM and SAP Business One
    Feature
    Capsule CRM
    7.0
    13 Ratings
    7% below category average
    SAP Business One
    -
    Ratings
    Social data7.013 Ratings00 Ratings
    Social engagement7.012 Ratings00 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of Capsule CRM and SAP Business One
    Feature
    Capsule CRM
    7.5
    12 Ratings
    0% below category average
    SAP Business One
    -
    Ratings
    Marketing automation8.012 Ratings00 Ratings
    Compensation management7.010 Ratings00 Ratings
    Platform
    Comparison of Platform features of Capsule CRM and SAP Business One
    Feature
    Capsule CRM
    8.0
    13 Ratings
    5% above category average
    SAP Business One
    -
    Ratings
    Mobile access8.013 Ratings00 Ratings
    Payroll Management
    Comparison of Payroll Management features of Capsule CRM and SAP Business One
    Feature
    Capsule CRM
    -
    Ratings
    SAP Business One
    9.9
    12 Ratings
    28% above category average
    Pay calculation00 Ratings10.011 Ratings
    Benefit plan administration00 Ratings10.09 Ratings
    Direct deposit files00 Ratings9.510 Ratings
    Reporting & Analytics
    Comparison of Reporting & Analytics features of Capsule CRM and SAP Business One
    Feature
    Capsule CRM
    -
    Ratings
    SAP Business One
    9.0
    45 Ratings
    18% above category average
    Dashboards00 Ratings8.940 Ratings
    Standard reports00 Ratings9.345 Ratings
    Custom reports00 Ratings8.941 Ratings
    General Ledger and Configurable Accounting
    Comparison of General Ledger and Configurable Accounting features of Capsule CRM and SAP Business One
    Feature
    Capsule CRM
    -
    Ratings
    SAP Business One
    5.9
    46 Ratings
    27% below category average
    Accounts payable00 Ratings9.846 Ratings
    Accounts receivable00 Ratings10.045 Ratings
    Global Financial Support00 Ratings9.928 Ratings
    Primary and Secondary Ledgers00 Ratings8.831 Ratings
    Journals and Reconciliations00 Ratings9.638 Ratings
    Configurable Accounting00 Ratings9.436 Ratings
    Standardized Processes00 Ratings9.641 Ratings
    Inventory Management
    Comparison of Inventory Management features of Capsule CRM and SAP Business One
    Feature
    Capsule CRM
    -
    Ratings
    SAP Business One
    9.4
    45 Ratings
    17% above category average
    Inventory tracking00 Ratings9.745 Ratings
    Automatic reordering00 Ratings9.931 Ratings
    Location management00 Ratings10.041 Ratings
    Order Management
    Comparison of Order Management features of Capsule CRM and SAP Business One
    Feature
    Capsule CRM
    -
    Ratings
    SAP Business One
    8.1
    43 Ratings
    2% above category average
    Pricing00 Ratings9.941 Ratings
    Order entry00 Ratings9.943 Ratings
    Credit card processing00 Ratings9.724 Ratings
    Cost of goods sold00 Ratings9.742 Ratings
    Order Orchestration00 Ratings10.033 Ratings
    Subledger and Financial Process
    Comparison of Subledger and Financial Process features of Capsule CRM and SAP Business One
    Feature
    Capsule CRM
    -
    Ratings
    SAP Business One
    7.4
    39 Ratings
    2% below category average
    Billing Management00 Ratings9.734 Ratings
    Cash and Asset Management00 Ratings10.030 Ratings
    Travel & Expense Management00 Ratings9.823 Ratings
    Budgetary Control & Encumbrance Accounting00 Ratings9.928 Ratings
    Period Close00 Ratings9.535 Ratings
    Project Financial Management
    Comparison of Project Financial Management features of Capsule CRM and SAP Business One
    Feature
    Capsule CRM
    -
    Ratings
    SAP Business One
    7.0
    19 Ratings
    8% below category average
    Budgeting and Forecasting00 Ratings7.017 Ratings
    Project Costing00 Ratings7.016 Ratings
    Cost Capture00 Ratings7.016 Ratings
    Capital Project Management00 Ratings7.011 Ratings
    Customer Contract Compliance00 Ratings7.014 Ratings
    Project Revenue Recognition00 Ratings6.116 Ratings
    Project Execution Management
    Comparison of Project Execution Management features of Capsule CRM and SAP Business One
    Feature
    Capsule CRM
    -
    Ratings
    SAP Business One
    9.1
    17 Ratings
    25% above category average
    Project Planning and Scheduling00 Ratings9.916 Ratings
    Task Insight for Project Managers00 Ratings9.913 Ratings
    Project Mobile Functionality00 Ratings9.712 Ratings
    Definable Resource Pools00 Ratings9.810 Ratings
    Grants Management
    Comparison of Grants Management features of Capsule CRM and SAP Business One
    Feature
    Capsule CRM
    -
    Ratings
    SAP Business One
    8.4
    16 Ratings
    13% above category average
    Award Lifecycle Management00 Ratings10.010 Ratings
    Procurement
    Comparison of Procurement features of Capsule CRM and SAP Business One
    Feature
    Capsule CRM
    -
    Ratings
    SAP Business One
    8.5
    19 Ratings
    18% above category average
    Bids Analyzed and Compared00 Ratings9.912 Ratings
    Contract Authoring00 Ratings10.013 Ratings
    Contract Repository00 Ratings9.311 Ratings
    Requisitions-to-Purchase Orders Integrated00 Ratings9.615 Ratings
    Supplier Management00 Ratings9.614 Ratings
    Risk Management
    Comparison of Risk Management features of Capsule CRM and SAP Business One
    Feature
    Capsule CRM
    -
    Ratings
    SAP Business One
    8.6
    11 Ratings
    24% above category average
    Risk Repository00 Ratings9.59 Ratings
    Control Management00 Ratings9.110 Ratings
    Control Efficiency Assessments00 Ratings9.19 Ratings
    Issue Detection00 Ratings9.110 Ratings
    Remediation and Certification00 Ratings10.07 Ratings
    Logistics
    Comparison of Logistics features of Capsule CRM and SAP Business One
    Feature
    Capsule CRM
    -
    Ratings
    SAP Business One
    8.1
    25 Ratings
    15% above category average
    Transportation Planning and Optimization00 Ratings9.917 Ratings
    Transportation Execution Management00 Ratings9.515 Ratings
    Trade and Customs Management00 Ratings9.615 Ratings
    Fulfillment Management00 Ratings9.718 Ratings
    Warehouse Workforce Management00 Ratings9.816 Ratings
    Manufacturing
    Comparison of Manufacturing features of Capsule CRM and SAP Business One
    Feature
    Capsule CRM
    -
    Ratings
    SAP Business One
    9.2
    21 Ratings
    21% above category average
    Production Process Design00 Ratings9.719 Ratings
    Production Management00 Ratings10.019 Ratings
    Configuration Management00 Ratings9.715 Ratings
    Work Execution00 Ratings9.817 Ratings
    Manufacturing Costs00 Ratings9.817 Ratings
    Supply Chain
    Comparison of Supply Chain features of Capsule CRM and SAP Business One
    Feature
    Capsule CRM
    -
    Ratings
    SAP Business One
    8.0
    27 Ratings
    9% above category average
    Forecasting00 Ratings8.625 Ratings
    Inventory Planning00 Ratings8.227 Ratings
    Performance Monitoring00 Ratings8.121 Ratings
    Product Lifecycle Management
    Comparison of Product Lifecycle Management features of Capsule CRM and SAP Business One
    Feature
    Capsule CRM
    -
    Ratings
    SAP Business One
    9.6
    19 Ratings
    26% above category average
    Proposal Management00 Ratings8.115 Ratings
    Product Master Data Management00 Ratings9.317 Ratings
    Best Alternatives
    Capsule CRMSAP Business One
    Small Businesses
    Salesflare
    Score10 out of 10
    Zoho One
    Score9.1 out of 10
    Medium-sized Companies
    Kintone
    Score9.7 out of 10
    Zoho One
    Score9.1 out of 10
    Enterprises
    Oracle Sales
    Score8.9 out of 10
    Microsoft Dynamics AX (discontinued)
    Score4.8 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Capsule CRMSAP Business One
    Likelihood to Recommend
    8.0
    (16 ratings)
    9.1
    (51 ratings)
    Likelihood to Renew
    -
    (0 ratings)
    4.6
    (9 ratings)
    Usability
    8.6
    (4 ratings)
    9.1
    (15 ratings)
    Availability
    -
    (0 ratings)
    9.0
    (3 ratings)
    Performance
    -
    (0 ratings)
    8.0
    (1 ratings)
    Support Rating
    8.6
    (4 ratings)
    9.0
    (11 ratings)
    In-Person Training
    -
    (0 ratings)
    7.7
    (2 ratings)
    Online Training
    -
    (0 ratings)
    4.5
    (2 ratings)
    Implementation Rating
    -
    (0 ratings)
    2.8
    (24 ratings)
    Ease of integration
    -
    (0 ratings)
    9.0
    (1 ratings)
    Product Scalability
    -
    (0 ratings)
    9.0
    (2 ratings)
    Vendor post-sale
    -
    (0 ratings)
    8.0
    (1 ratings)
    Vendor pre-sale
    -
    (0 ratings)
    8.0
    (1 ratings)
    User Testimonials
    Capsule CRMSAP Business One
    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.
    Incentivized
    Read full review
    SAP
    SAP Business One would be more useful if it contained tools to acommodate the growing need of online sales. A more complete shipping module which handles tracking numbers with the common couriers would be great. A built in warehouse management system would be great designed to be used with barcode scanners
    Incentivized
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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.
    Read full review
    SAP
    • SAP Business One is more suitable for small and medium scale enterprises
    • SAP Business One is : analytics, mobile technologies, cloud technologies
    • SAP Business One has exceptional performance in handling business functions such as purchasing and operations and customer relationship management
    • An important key features of SAP Business One is Reporting and Analytics.
    Incentivized
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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.
    Read full review
    SAP
    • Following a bench mark process - this seems contradicting to flexibility however we have wished we could follow more of an industry benchmark. Our challenge as a small company has been knowing how to properly use the system. We have discovered that we have set up the system wrong based and are using it improperly which has cause a lot work to correct.
    • Better live reporting options - current we are on prem SQL. Yes SAP is moving to HANA however smaller companies like ourselves are not ready for that. We need to be able to maintain our existing SQL DB. We also have a demand for live BI Reporting. It has been difficult to do this with our current set up.
    • Error handling - have found it very difficult to troubleshoot. Errors are not always clear and answers are hard to find.
    Incentivized
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    Likelihood to Renew
    Zestia
    No answers on this topic
    SAP
    As I said before, it is a first level tool, well developed, and with very strong development support, although the learning curve, its implementation, the cost-benefit ratio, the price and the user experience is not the most suitable for small and medium-sized companies. It is a company with extensive experience, market positioning, technical support and expanded use
    Incentivized
    Read full review
    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.
    Read full review
    SAP
    I would like to give 8 out of 10 rating for SAP Business One because SAP Business One is a good choice for the mostly used business management solutions for the small and medium-sized companies. SAP Business One can help in optimizing the existing business process and enables streamline business processes for the daily activities for all users across the entire organization. The importance realization of SAP Business One implementation is based on the selection of the good reputation partner and its approach for the entire implementation. SAP Business One is a user-friendly and easy to use Enterprise system that the organization can benefit its features and functionalities by utilizing it.
    Incentivized
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    Reliability and Availability
    Zestia
    No answers on this topic
    SAP
    The SAP Business One software is up and running every time
    you need it as it was planned. In more than 6 years that we have been
    using the product, it has never been unavailable and if it ever was, it was because of a planned maintenance window scheduled in the company.
    Incentivized
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    Performance
    Zestia
    No answers on this topic
    SAP
    SAP Business One performance depends mostly on the speed of your internal servers, should you have the solution on premise as we do. Sometimes the system tends to be a little slower for some users when others are executing really big reports of performing some batch loads, but generally, the performance is acceptable to all the users.
    Incentivized
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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.
    Incentivized
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    SAP
    I rate my experience with SAP Business One's support team as excellent (10). They are easy to contact and effortless to work with on any issue or concern. I like the support SAP provides for any of their products. SAP has a great backing and I would recommend them to any of my colleagues.
    Incentivized
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    In-Person Training
    Zestia
    No answers on this topic
    SAP
    The training I get was a consultant level training, so it's basically a 6 weeks training covering every aspect and every module of the system. It covered most common use cases and exercise training so you can get along with the software, as well as examples so there culd be a better understanding.
    Incentivized
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    Online Training
    Zestia
    No answers on this topic
    SAP
    Over the past two years SAP has added a great deal of new SAP Business One on-line training for version 9.0 and 9.1. Most of the training is very strong, but some is difficult to understand and follow. Additionally, SAP still has a few holes in their on-line training around Production, Bill-of-Materials, MRP and Service.
    Incentivized
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    Implementation Rating
    Zestia
    No answers on this topic
    SAP
    These implementations are not easy. Even a standard implementation can be difficult. With a never-been-done-before implementation, the implementation team and the user team need to be thorough with planning, make a decision on key points, and stick to them before any design happens. Our biggest challenge was not from StellarOne, rather it was from the mid-implementation decisions from our internal team. StellarOne did a great job warning us, implementing our decision, and then helping us adjust our SAP to handle the new direction we took.
    Incentivized
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    Alternatives Considered
    Zestia
    We chose Capsule CRM over Zoho CRM due to the various modules that it would take for Zoho CRM to work for our firm. Additional Zoho modules would have been needed (Zoho CRM and Projects) to make it work for us which in turn requires additional management. With Capsule CRM, there was only one app that needed to be integrated within our app ecosystem
    Incentivized
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    SAP
    SAP provides the most robust solution, with modules available for all department managers and even options for customization according to the company's special needs. We especially used the Crystal reports options to provide reports for each module. Overall, even if it's not the least expensive option, it has the best value for money.
    Incentivized
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    Scalability
    Zestia
    No answers on this topic
    SAP
    For most small businesses, the only way you outgrow SAP Business One is if the nature of your business changes radically. Going from 1 to 50 users is quite easy with SAP B1. Going beyond 50 may require moving to the Hana SAP B1 platform to maintain or improve performance, but the path is there.
    Add-ons to SAP B1 can also be added as specific needs are encountered that are not closely met by the standard product. These may be required early in the product life because of the nature of your business, or as you expand the use of SAP B1.
    Incentivized
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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.
    Incentivized
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    SAP
    • Employee efficiency has definitely increased with SAP Business One. This is attributed in a lot of ways to information visibility. Our employees are able to gather the data they need, quickly, and effectively.
    • Identifying inconsistencies in pricing has also been accomplished through use of reporting off individual tables. Previously, we weren't able to access our data in such a way as to enable us to write custom reports in-house.
    • We have also benefited greatly from having a single source of all business information. We utilize SAP Business One exclusively in-house. All documentation is attached to specific orders and Business Partners, as well as serialized equipment that has been sold.
    Incentivized
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    ScreenShots

    Capsule CRM Screenshots

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