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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

    Slack

    Score9 out of 10
    N/ASlack is a group messaging or team collaboration app that aims to simplify communication for businesses. Features include open discussions, private groups, and direct messaging, as well as deep contextual search and message archiving, and file sharing. Slack integrates with a number of other tools, such as MailChimp, Dropbox, and Google Drive. Slack was acquired by Salesforce in December 2020. The product is free to use, and also has paid plans with more features and greater controls. The…

    $8.75

    per month per user

    Pricing
    Capsule CRMSlack
    Editions & Modules
    Professional
    $18
    per month per user
    Teams
    $36
    per month per user
    Enterprise
    $54
    per month per user
    Free
    $0
    Pro
    $7.25*
    per month per user
    Business+
    $12.50*
    per month per user
    Enterprise
    Contact Sales
    Offerings
    Pricing Offerings
    Capsule CRMSlack
    Free Trial
    YesYes
    Free/Freemium Version
    YesYes
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details*Per active user, per month, when paying once a year. Pro is $8.75 USD per active user when paying month to month. Business+ is $15.00 USD per active user when paying month to month.
    More Pricing Information
    Community Pulse
    Capsule CRMSlack
    Considered Both Products
    Zestia
    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.
    Incentivized
    Salesforce
    No answer on this topic
    Key User Insights
    Would buy again
    100%
    Would buy again
    5 Answers
    97%
    Would buy again
    503 Answers
    Delivers good value for the price
    No answers on this topic
    99%
    Delivers good value for the price
    426 Answers
    Happy with the feature set
    100%
    Happy with the feature set
    5 Answers
    98%
    Happy with the feature set
    510 Answers
    Lived up to sales and marketing promises
    No answers on this topic
    98%
    Lived up to sales and marketing promises
    295 Answers
    Implementation went as expected
    100%
    Implementation went as expected
    5 Answers
    99%
    Implementation went as expected
    330 Answers
    Features
    Capsule CRMSlack
    Sales Force Automation
    Comparison of Sales Force Automation features of Capsule CRM and Slack
    Feature
    Capsule CRM
    7.1
    16 Ratings
    10% below category average
    Slack
    -
    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 Slack
    Feature
    Capsule CRM
    8.4
    10 Ratings
    9% above category average
    Slack
    -
    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 Slack
    Feature
    Capsule CRM
    8.5
    12 Ratings
    9% above category average
    Slack
    -
    Ratings
    Lead management8.011 Ratings00 Ratings
    Email marketing9.010 Ratings00 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Capsule CRM and Slack
    Feature
    Capsule CRM
    7.7
    15 Ratings
    0% above category average
    Slack
    -
    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 Slack
    Feature
    Capsule CRM
    7.0
    15 Ratings
    9% below category average
    Slack
    -
    Ratings
    Forecasting7.013 Ratings00 Ratings
    Pipeline visualization8.015 Ratings00 Ratings
    Customizable reports6.012 Ratings00 Ratings
    Customization
    Comparison of Customization features of Capsule CRM and Slack
    Feature
    Capsule CRM
    7.4
    14 Ratings
    3% below category average
    Slack
    -
    Ratings
    Custom fields7.014 Ratings00 Ratings
    Custom objects6.012 Ratings00 Ratings
    Scripting environment8.68 Ratings00 Ratings
    API for custom integration8.010 Ratings00 Ratings
    Security
    Comparison of Security features of Capsule CRM and Slack
    Feature
    Capsule CRM
    9.0
    12 Ratings
    7% above category average
    Slack
    -
    Ratings
    Single sign-on capability9.011 Ratings00 Ratings
    Role-based user permissions9.012 Ratings00 Ratings
    Social CRM
    Comparison of Social CRM features of Capsule CRM and Slack
    Feature
    Capsule CRM
    7.0
    13 Ratings
    7% below category average
    Slack
    -
    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 Slack
    Feature
    Capsule CRM
    7.5
    12 Ratings
    0% below category average
    Slack
    -
    Ratings
    Marketing automation8.012 Ratings00 Ratings
    Compensation management7.010 Ratings00 Ratings
    Platform
    Comparison of Platform features of Capsule CRM and Slack
    Feature
    Capsule CRM
    8.0
    13 Ratings
    5% above category average
    Slack
    -
    Ratings
    Mobile access8.013 Ratings00 Ratings
    Project Management
    Comparison of Project Management features of Capsule CRM and Slack
    Feature
    Capsule CRM
    -
    Ratings
    Slack
    7.9
    628 Ratings
    2% above category average
    Task Management00 Ratings7.6430 Ratings
    Gantt Charts00 Ratings6.961 Ratings
    Scheduling00 Ratings7.8363 Ratings
    Workflow Automation00 Ratings8.0396 Ratings
    Mobile Access00 Ratings9.4601 Ratings
    Search00 Ratings8.2608 Ratings
    Visual planning tools00 Ratings7.3275 Ratings
    Communication
    Comparison of Communication features of Capsule CRM and Slack
    Feature
    Capsule CRM
    -
    Ratings
    Slack
    8.7
    636 Ratings
    8% above category average
    Chat00 Ratings9.6635 Ratings
    Notifications00 Ratings8.7632 Ratings
    Discussions00 Ratings9.2620 Ratings
    Surveys00 Ratings8.1413 Ratings
    Internal knowledgebase00 Ratings7.8412 Ratings
    Integrates with GoToMeeting00 Ratings8.9110 Ratings
    Integrates with Gmail and Google Hangouts00 Ratings8.7182 Ratings
    Integrates with Outlook00 Ratings8.9120 Ratings
    File Sharing & Management
    Comparison of File Sharing & Management features of Capsule CRM and Slack
    Feature
    Capsule CRM
    -
    Ratings
    Slack
    8.4
    603 Ratings
    4% above category average
    Versioning00 Ratings8.2326 Ratings
    Video files00 Ratings8.2541 Ratings
    Audio files00 Ratings8.4527 Ratings
    Document collaboration00 Ratings7.9429 Ratings
    Access control00 Ratings8.3411 Ratings
    Advanced security features00 Ratings8.3362 Ratings
    Integrates with Google Drive00 Ratings9.0211 Ratings
    Device sync00 Ratings9.0455 Ratings
    Best Alternatives
    Capsule CRMSlack
    Small Businesses
    Salesflare
    Score10 out of 10
    Flock
    Score9.5 out of 10
    Medium-sized Companies
    Kintone
    Score9.7 out of 10
    Troop Messenger
    Score9.8 out of 10
    Enterprises
    Oracle Sales
    Score8.9 out of 10
    Cisco Business Edition 7000 (discontinued)
    Score9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Capsule CRMSlack
    Likelihood to Recommend
    8.0
    (16 ratings)
    9.1
    (639 ratings)
    Likelihood to Renew
    -
    (0 ratings)
    10.0
    (25 ratings)
    Usability
    8.6
    (4 ratings)
    9.0
    (255 ratings)
    Availability
    -
    (0 ratings)
    10.0
    (2 ratings)
    Performance
    -
    (0 ratings)
    10.0
    (2 ratings)
    Support Rating
    8.6
    (4 ratings)
    10.0
    (68 ratings)
    Implementation Rating
    -
    (0 ratings)
    8.8
    (5 ratings)
    Configurability
    -
    (0 ratings)
    10.0
    (2 ratings)
    Contract Terms and Pricing Model
    -
    (0 ratings)
    10.0
    (1 ratings)
    Ease of integration
    -
    (0 ratings)
    9.7
    (2 ratings)
    Product Scalability
    -
    (0 ratings)
    10.0
    (1 ratings)
    Professional Services
    -
    (0 ratings)
    10.0
    (1 ratings)
    Vendor post-sale
    -
    (0 ratings)
    10.0
    (1 ratings)
    Vendor pre-sale
    -
    (0 ratings)
    10.0
    (1 ratings)
    User Testimonials
    Capsule CRMSlack
    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
    Salesforce
    Slack is ideal for Scrum and agile teams that need continuous communication during sprint planning, daily stand-ups, backlog refinement, testing, and retrospectives. Slack is well-suited for maintaining team knowledge through searchable conversations and dedicated channels, where experienced team members help onboard new QA analysts.
    Read full review
    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
    Salesforce
    • Customer issues: Threads feature allows us to group a particular issue in a single thread and discuss within that thread. I can use the thread link to embed in JIRA ticket for tracking progress in JIRA (which is our details engineering tracking system).
    • Ability to add folder to Slack channel helps keep important information, documents easily accessible. e.g., we use this to keep a "ramp up" folder that can be used by any new joiner.
    • Global search is effective when I forget which group a particular message was in.
    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.
    Read full review
    Salesforce
    • Would love a better integration with GitHub. For example, notifications when your PR is updated, when review is requested, @-mention in comments, etc.
    • Improved "Later" tab, for example the ability to create to-do lists or making the "Later" tab into a more powerful to-do list (annotate items with notes)
    • More powerful integrations, e.g. Google Calendar could render a calendar view within Slack, rather than sending the daily schedule
    Incentivized
    Read full review
    Likelihood to Renew
    Zestia
    No answers on this topic
    Salesforce
    To be more transparent, I give 10 because Slack serves our collaboration needs. It provide us a good platform for team communication relaying important update within the company, it has even mobile app where you can install in your phone to monitor any updates within that team that needs your immediate attention and intervention.
    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
    Salesforce
    Slack has good usability. Devs that are not familiar with the platform are able to jump into conversations and start sharing code and links within just minutes. Non developers are also able to understand the layout such as the Project Managers that are keeping the projects on track. We have not seen any tickets where employees are having trouble understanding Slack.
    Incentivized
    Read full review
    Reliability and Availability
    Zestia
    No answers on this topic
    Salesforce
    Yes, the app works 24/7. I don't even recall having any period that we could not use since the implementation. Even the maintenance periods are barely noticeable and our work is not impacted by it when it happens.
    Incentivized
    Read full review
    Performance
    Zestia
    No answers on this topic
    Salesforce
    Slack is a soft app, we don't have many issues with it. I recall one or two people complaining about something during our usage period, but I didn't have a bad experience. When the app is slow, usually the problem is with my computer or my internet. The app works just fine.
    Incentivized
    Read full review
    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
    Read full review
    Salesforce
    Whenever I've had to troubleshoot an issue with Slack (which, to be honest, has not happened very often), their online documentation has been easy to locate, easy to understand, and effective in resolving my issue. Slack's ever-growing popularity also means that there's a large community of practice out there that can be depended upon.
    Incentivized
    Read full review
    Implementation Rating
    Zestia
    No answers on this topic
    Salesforce
    I was not part of the implementation team, but I recall being 100% happy and excited to learn and use a new tool. I'm still am to be honest.
    Incentivized
    Read full review
    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
    Read full review
    Salesforce
    I like Slack better than ClickUp, because I would spend 30-60 minutes a day updating my ClickUp tasks. The way ClickUp was used was very micromanaging. I billed by the hour, so I was willing to put in the time to alert the boss what tasks I was working on.
    One of my jobs used Hive - I mostly just ran it in the background in case anyone messaged me. I did not use it often.
    Incentivized
    Read full review
    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
    Read full review
    Salesforce
    • Slack has been incredibly helpful in connecting various tech apps and ecosystems, creating a more streamlined and responsive process.
    • Slack has made it significantly easier to communicate with our team members across multiple time zones, creating a more engaging environment for our all-remote team.
    Incentivized
    Read full review
    ScreenShots

    Capsule CRM Screenshots

    Product screenshotProduct screenshotProduct screenshotProduct screenshot