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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

    Twilio SendGrid

    Score6.6 out of 10
    N/ATwilio SendGrid Marketing Campaigns provides users with segmentation, campaign editing, and deliverability. According to the vendor, Twilio SendGrid Marketing Campaigns is trusted by over 80,000 customers globally, including Airbnb, Spotify and Uber. Twilio SendGrid Marketing Campaigns aims to help users by providing: MORE EFFICIENT EMAIL BUILDING The campaign building process is free from frustrating, rigid step-by-step wizards that slow users down. The vendor says…

    $15

    per month

    Pricing
    Capsule CRMTwilio SendGrid
    Editions & Modules
    Professional
    $18
    per month per user
    Teams
    $36
    per month per user
    Enterprise
    $54
    per month per user
    Basic
    $15
    per month
    Advanced
    $60
    per month
    Free
    Free
    Offerings
    Pricing Offerings
    Capsule CRMTwilio SendGrid
    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 CRMTwilio SendGrid
    Considered Both Products
    Zestia
    No answer on this topic
    Twilio
    No answer on this topic
    Key User Insights
    Would buy again
    100%
    Would buy again
    5 Answers
    75%
    Would buy again
    15 Answers
    Delivers good value for the price
    No answers on this topic
    72%
    Delivers good value for the price
    13 Answers
    Happy with the feature set
    100%
    Happy with the feature set
    5 Answers
    70%
    Happy with the feature set
    14 Answers
    Lived up to sales and marketing promises
    No answers on this topic
    65%
    Lived up to sales and marketing promises
    13 Answers
    Implementation went as expected
    100%
    Implementation went as expected
    5 Answers
    70%
    Implementation went as expected
    14 Answers
    Features
    Capsule CRMTwilio SendGrid
    Sales Force Automation
    Comparison of Sales Force Automation features of Capsule CRM and Twilio SendGrid
    Feature
    Capsule CRM
    7.1
    16 Ratings
    10% below category average
    Twilio SendGrid
    -
    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 Twilio SendGrid
    Feature
    Capsule CRM
    8.4
    10 Ratings
    9% above category average
    Twilio SendGrid
    -
    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 Twilio SendGrid
    Feature
    Capsule CRM
    8.5
    12 Ratings
    9% above category average
    Twilio SendGrid
    -
    Ratings
    Lead management8.011 Ratings00 Ratings
    Email marketing9.010 Ratings00 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Capsule CRM and Twilio SendGrid
    Feature
    Capsule CRM
    7.7
    15 Ratings
    0% above category average
    Twilio SendGrid
    -
    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 Twilio SendGrid
    Feature
    Capsule CRM
    7.0
    15 Ratings
    9% below category average
    Twilio SendGrid
    -
    Ratings
    Forecasting7.013 Ratings00 Ratings
    Pipeline visualization8.015 Ratings00 Ratings
    Customizable reports6.012 Ratings00 Ratings
    Customization
    Comparison of Customization features of Capsule CRM and Twilio SendGrid
    Feature
    Capsule CRM
    7.4
    14 Ratings
    3% below category average
    Twilio SendGrid
    -
    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 Twilio SendGrid
    Feature
    Capsule CRM
    9.0
    12 Ratings
    7% above category average
    Twilio SendGrid
    -
    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 Twilio SendGrid
    Feature
    Capsule CRM
    7.0
    13 Ratings
    7% below category average
    Twilio SendGrid
    -
    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 Twilio SendGrid
    Feature
    Capsule CRM
    7.5
    12 Ratings
    0% below category average
    Twilio SendGrid
    -
    Ratings
    Marketing automation8.012 Ratings00 Ratings
    Compensation management7.010 Ratings00 Ratings
    Platform
    Comparison of Platform features of Capsule CRM and Twilio SendGrid
    Feature
    Capsule CRM
    8.0
    13 Ratings
    5% above category average
    Twilio SendGrid
    -
    Ratings
    Mobile access8.013 Ratings00 Ratings
    Email & Online Marketing
    Comparison of Email & Online Marketing features of Capsule CRM and Twilio SendGrid
    Feature
    Capsule CRM
    -
    Ratings
    Twilio SendGrid
    6.8
    50 Ratings
    17% below category average
    WYSIWYG email editor00 Ratings9.337 Ratings
    Dynamic content00 Ratings6.740 Ratings
    Ability to test dynamic content00 Ratings4.438 Ratings
    Landing pages00 Ratings8.024 Ratings
    A/B testing00 Ratings9.330 Ratings
    Mobile optimization00 Ratings8.938 Ratings
    Email deliverability reporting00 Ratings5.050 Ratings
    List management00 Ratings4.744 Ratings
    Triggered drip sequences00 Ratings4.624 Ratings
    Reporting & Analytics
    Comparison of Reporting & Analytics features of Capsule CRM and Twilio SendGrid
    Feature
    Capsule CRM
    -
    Ratings
    Twilio SendGrid
    6.1
    50 Ratings
    22% below category average
    Dashboards00 Ratings4.748 Ratings
    Standard reports00 Ratings5.148 Ratings
    Custom reports00 Ratings8.631 Ratings
    Pre-Send Testing
    Comparison of Pre-Send Testing features of Capsule CRM and Twilio SendGrid
    Feature
    Capsule CRM
    -
    Ratings
    Twilio SendGrid
    8.2
    12 Ratings
    1% above category average
    URL Validation00 Ratings7.911 Ratings
    Link Tracking00 Ratings7.512 Ratings
    Image Validation00 Ratings8.29 Ratings
    Inbox Display00 Ratings8.011 Ratings
    Email Accessibility Tools00 Ratings9.012 Ratings
    Spelling and Grammar Check00 Ratings8.19 Ratings
    Spam Testing00 Ratings8.111 Ratings
    Email Previews00 Ratings9.112 Ratings
    Best Alternatives
    Capsule CRMTwilio SendGrid
    Small Businesses
    Salesflare
    Score10 out of 10
    Mad Mimi
    Score10 out of 10
    Medium-sized Companies
    Kintone
    Score9.7 out of 10
    Campaign Monitor by Marigold
    Score9 out of 10
    Enterprises
    Oracle Sales
    Score8.9 out of 10
    Emma by Marigold
    Score8.5 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Capsule CRMTwilio SendGrid
    Likelihood to Recommend
    8.0
    (16 ratings)
    4.7
    (61 ratings)
    Likelihood to Renew
    -
    (0 ratings)
    7.0
    (1 ratings)
    Usability
    8.6
    (4 ratings)
    4.9
    (8 ratings)
    Support Rating
    8.6
    (4 ratings)
    3.0
    (9 ratings)
    User Testimonials
    Capsule CRMTwilio SendGrid
    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
    Twilio
    If you're prepared to build out your whole staff UX, audience creation, email production, and analytics on your own using API, this tool may have that flexibility. If you require a sturdy drag and drop production tool, this tool has it but at the expense of a lot of other critical functionality. Out of the box analytics/reporting, is extremely limited. Complex queries, even something like pulling those who haven't engaged in email within a certain time period, is clunky. If you require any support at all, this is not the tool for you. I'm a deliverability consultant and have used many of the top email marketing tools and SendGrid has been extremely difficult for my team. I do not recommend it. Shiny and bright during sales, pretty disappointing thereafter.
    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
    Twilio
    • Managing email lists / audiences is easy with features like groups and segments.
    • They provide pre-built email templates that are very easy to modify. It is also super easy to create new email templates with their drag-and-drop email builder.
    • Provides clear / easy-to-read analytics of email campaigns.
    • I can easily import large email contact lists all at once or add a user manually one-at-a-time, when needed.
    Incentivized
    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
    Twilio
    • Not necessarily their Email API but their email in general - they are currently in beta for automated email sequences but are still bare bones. Much more work is needed before it can be used mainstream and be able to convert everything to SendGrid.
    • Helping with warming up our dedicated IP for the best-sending score.
    • We seem to hit the promotions folder a decent amount (maybe the IP problem above) and even a lot of their emails hit my spam or promotions folder (whether they be transactional or marketing) which isn't a great sign when trusting an ESP.
    • Transactional email sequences would be a huge plus.
    • Now that Twilio owns SenGrid, having an integrated platform where you could see all our transactional emails together.
    • Better reporting and split reporting between transactional and marketing emails.
    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
    Twilio
    It is usable but needs improvement in overall user experience and ease of use. A new joinee/anyone new to the tool would need more tarining currently before he can use the platform seamlessly. The set-up to value realization time for Twilio SendGrid customers is generally high because of this concern.
    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
    Twilio
    Twilio SendGrid Email API is everything we want it to be, and we have no reason to look for any other solution. Features and pricing match exactly what we need. As developers for SaaS products, Twilio SendGrid Email API provides a great service. I hope that they stay this way and don't inflate the service with too many marketing oriented features, because there are other tools for that and Twilio SendGrid Email API is a API for sending email first and foremost.
    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
    Twilio
    Sendgrid has a lot of features that other providers have and a few more - like the dynamic template builder, which AWS SES doesn't have. We choose the provider based on the scenario of use and the provider we're using. If we're going to be making regular changes to a template, then we'd go with Sendgrid, as the changes will be easier to make and don't necessarily require developer intervention.
    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
    Twilio
    • As it was cheaper than the transactional service we previously used, it saved costs.
    • The API was relatively easy to work with so it helped us ship the service and test it quickly.
    • We still use the transactional email service, even though we recognize its limits as it meets our immediate needs.
    Incentivized
    Read full review
    ScreenShots

    Capsule CRM Screenshots

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