What users are saying about
34 Ratings
3 Ratings
34 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 8.5 out of 100
3 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 9.2 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

TrackerRMS

Honestly there is no weakness in TrackerRMS. We have great experience in using TrackerRMS
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Capsule CRM
8.7
TrackerRMS
Customer data management / contact management
Capsule CRM
8.6
TrackerRMS
Workflow management
Capsule CRM
9.2
TrackerRMS
Territory management
Capsule CRM
8.7
TrackerRMS
Opportunity management
Capsule CRM
8.7
TrackerRMS
Integration with email client (e.g., Outlook or Gmail)
Capsule CRM
9.0
TrackerRMS
Contract management
Capsule CRM
8.9
TrackerRMS
Quote & order management
Capsule CRM
8.1
TrackerRMS
Interaction tracking
Capsule CRM
8.1
TrackerRMS
Channel / partner relationship management
Capsule CRM
8.9
TrackerRMS

Customer Service & Support

Capsule CRM
8.4
TrackerRMS
Case management
Capsule CRM
8.5
TrackerRMS
Call center management
Capsule CRM
8.5
TrackerRMS
Help desk management
Capsule CRM
8.0
TrackerRMS

Marketing Automation

Capsule CRM
8.5
TrackerRMS
Lead management
Capsule CRM
8.8
TrackerRMS
Email marketing
Capsule CRM
8.3
TrackerRMS

CRM Project Management

Capsule CRM
8.2
TrackerRMS
Task management
Capsule CRM
8.1
TrackerRMS
Billing and invoicing management
Capsule CRM
8.4
TrackerRMS
Reporting
Capsule CRM
8.1
TrackerRMS

CRM Reporting & Analytics

Capsule CRM
7.5
TrackerRMS
Forecasting
Capsule CRM
7.1
TrackerRMS
Pipeline visualization
Capsule CRM
7.8
TrackerRMS
Customizable reports
Capsule CRM
7.5
TrackerRMS

Customization

Capsule CRM
8.3
TrackerRMS
Custom fields
Capsule CRM
7.9
TrackerRMS
Custom objects
Capsule CRM
8.3
TrackerRMS
Scripting environment
Capsule CRM
8.6
TrackerRMS
API for custom integration
Capsule CRM
8.3
TrackerRMS

Security

Capsule CRM
8.3
TrackerRMS
Single sign-on capability
Capsule CRM
8.2
TrackerRMS
Role-based user permissions
Capsule CRM
8.5
TrackerRMS

Social CRM

Capsule CRM
7.6
TrackerRMS
Social data
Capsule CRM
7.8
TrackerRMS
Social engagement
Capsule CRM
7.4
TrackerRMS

Integrations with 3rd-party Software

Capsule CRM
7.7
TrackerRMS
Marketing automation
Capsule CRM
7.7
TrackerRMS
Compensation management
Capsule CRM
7.8
TrackerRMS

Platform

Capsule CRM
8.2
TrackerRMS
Mobile access
Capsule CRM
8.2
TrackerRMS

Recruiting / ATS

Capsule CRM
TrackerRMS
9.0
Applicant Tracking
Capsule CRM
TrackerRMS
9.0

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

TrackerRMS

  • Follow through with questions
  • Resolve any issues that may arise
  • Continuing to update their system
Julia Moneypenny | 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

TrackerRMS

  • Sometimes it sluggish
  • Other then this everything is great
  • We had great experience using TrackerRMS
Anonymous | 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

TrackerRMS

TrackerRMS 9.0
Based on 2 answers
I find it easy to show people now to use all aspects of this software with our business.
Julia Moneypenny | 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

TrackerRMS

TrackerRMS 10.0
Based on 2 answers
Great customer service
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

TrackerRMS

Allows for more detailed information to be listed on each entry.
Julia Moneypenny | 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

TrackerRMS

  • Cost effective
  • Very efficient
Anonymous | TrustRadius Reviewer

Screenshots

TrackerRMS

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

TrackerRMS

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
Optional

TrackerRMS Editions & Modules

Additional Pricing Details

Rating Summary

Likelihood to Recommend

Capsule CRM
8.4
TrackerRMS
9.0

Usability

Capsule CRM
9.0
TrackerRMS
9.0

Support Rating

Capsule CRM
9.0
TrackerRMS
10.0

Add comparison