Capsule CRM vs. Workbooks

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
Workbooks
Score 4.6 out of 10
N/A
Workbooks offers cloud-based CRM, marketing automation and business applications to the mid-market. Workbooks includes order management and fulfillment, invoicing, and supplier management. Workbooks aims to provide a single 360° view of customers, where the information is accessible anytime, anywhere.
$30
per user/per month
Pricing
Capsule CRMWorkbooks
Editions & Modules
Professional
$18
per month per user
Teams
$36
per month per user
Enterprise
$54
per month per user
Workbooks CRM Edition
$30
per user/per month
Workbooks Business Edition
$65
per user/per month
Offerings
Pricing Offerings
Capsule CRMWorkbooks
Free Trial
YesYes
Free/Freemium Version
YesYes
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup feeOptional
Additional Details
More Pricing Information
Features
Capsule CRMWorkbooks
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
Workbooks
7.7
9 Ratings
0% above category average
Customer data management / contact management8.415 Ratings8.59 Ratings
Workflow management8.413 Ratings8.27 Ratings
Territory management7.48 Ratings7.79 Ratings
Opportunity management8.215 Ratings8.89 Ratings
Integration with email client (e.g., Outlook or Gmail)8.714 Ratings6.49 Ratings
Contract management8.112 Ratings7.29 Ratings
Quote & order management8.011 Ratings7.68 Ratings
Interaction tracking7.413 Ratings6.48 Ratings
Channel / partner relationship management8.511 Ratings8.48 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
Workbooks
6.3
8 Ratings
17% below category average
Case management8.68 Ratings6.28 Ratings
Call center management8.17 Ratings6.82 Ratings
Help desk management8.58 Ratings5.88 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Capsule CRM
8.6
11 Ratings
13% above category average
Workbooks
7.3
7 Ratings
3% below category average
Lead management8.610 Ratings8.07 Ratings
Email marketing8.69 Ratings6.67 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
Workbooks
7.5
9 Ratings
1% below category average
Task management8.512 Ratings7.77 Ratings
Billing and invoicing management8.110 Ratings6.88 Ratings
Reporting7.612 Ratings7.87 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
Workbooks
8.6
8 Ratings
12% above category average
Forecasting8.512 Ratings8.28 Ratings
Pipeline visualization8.014 Ratings8.88 Ratings
Customizable reports8.611 Ratings8.88 Ratings
Customization
Comparison of Customization features of Product A and Product B
Capsule CRM
8.0
13 Ratings
5% above category average
Workbooks
7.7
8 Ratings
2% above category average
Custom fields7.913 Ratings8.48 Ratings
Custom objects7.611 Ratings7.67 Ratings
Scripting environment8.68 Ratings7.56 Ratings
API for custom integration8.110 Ratings7.57 Ratings
Security
Comparison of Security features of Product A and Product B
Capsule CRM
8.1
11 Ratings
3% below category average
Workbooks
7.5
8 Ratings
10% below category average
Single sign-on capability8.010 Ratings7.05 Ratings
Role-based user permissions8.311 Ratings8.07 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Capsule CRM
7.8
12 Ratings
7% above category average
Workbooks
6.6
3 Ratings
9% below category average
Social data8.012 Ratings6.03 Ratings
Social engagement7.611 Ratings7.31 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
Workbooks
6.9
6 Ratings
3% below category average
Marketing automation8.311 Ratings6.76 Ratings
Compensation management7.69 Ratings7.02 Ratings
Platform
Comparison of Platform features of Product A and Product B
Capsule CRM
8.0
12 Ratings
7% above category average
Workbooks
4.2
7 Ratings
56% below category average
Mobile access8.012 Ratings4.27 Ratings
Best Alternatives
Capsule CRMWorkbooks
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 CRMWorkbooks
Likelihood to Recommend
8.6
(15 ratings)
7.0
(18 ratings)
Likelihood to Renew
-
(0 ratings)
8.5
(7 ratings)
Usability
8.6
(4 ratings)
7.3
(1 ratings)
Availability
-
(0 ratings)
9.1
(2 ratings)
Support Rating
8.6
(4 ratings)
8.2
(1 ratings)
Online Training
-
(0 ratings)
6.4
(1 ratings)
User Testimonials
Capsule CRMWorkbooks
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.
Read full review
Workbooks Online
It's a really great system for small to medium organizations that are willing to spend some time thinking about how their workflow can be improved by designing processes which will allow them to streamline and automate their business. For people who are not serious about making a commitment to bettering their business, Workbooks may not be a correct fit. For instance there are a lot of features which many people think they don't need, but they haven't really spent the time to figure out what the needs of the business are. The nice thing about Workbooks is that you can turn off things you don't need, and then when the business demands, they will be there for you to utilize.
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.
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Workbooks Online
  • Sales process management from enquiry to delivery of product
  • This was previously on as many as 4 systems using excel and legacy applications such as the written word in log books
  • Automatic reporting for financial compliance: once built, the reporting process reduced the workload on a monthly basis from 2 days to 20 minutes
  • The FD loved it
  • The overall capability of the package enabled the sales force to rapidly pull our pertinent data for a sales call, plus managing time and resources better for increased efficiency
  • Business development and focussed marketing became so much easier, we noted that the process paid for itself many times over
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
Workbooks Online
  • There really isn't all that much, what I would like to see is an app to use on iDevices. Our sales team all have iPads for presentations etc.
  • While Workbooks works rather well with HTML 5, I would still like to see an app. I know it's in the making, but haven't seen anything of this as of yet.
  • I am sure that would increase productivity even further (if it's of the same standard as the main environment).
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Likelihood to Renew
Zestia
No answers on this topic
Workbooks Online
the product works. support has been good or great so far all has been great and we hope to get more from the product. we purchased for an initial year then renewed for a longer term, we have no regrets with this.
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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.
Read full review
Workbooks Online
No answers on this topic
Reliability and Availability
Zestia
No answers on this topic
Workbooks Online
Workbooks CRM never let me down.
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.
Read full review
Workbooks Online
No answers on this topic
Online Training
Zestia
No answers on this topic
Workbooks Online
Workbooks online trianing does what it needs to; but some training will always be better suited to face to face..
Read full review
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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Workbooks Online
We felt the high amount of customisation available from Workbooks was much more beneficial to us than the offerings from the larger CRM companies. We also liked the smaller company mentality of Workbooks as it reminded us of ourselves. Ultimately the price also paid a factor as Workbooks was more affordable for what we needed.
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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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Workbooks Online
  • Allows us easy management of leads and clear visibility of opportunities for the sales team
  • User levels allows us to lock down various parts of the system to only allow them to view or edit certain areas
  • Allows us to manage customers in one piece of software and avoid having to use separate software for support, sales and operations
Read full review
ScreenShots

Capsule CRM Screenshots

Screenshot of Screenshot of Screenshot of Screenshot of

Workbooks Screenshots

Screenshot of Activity ManagementScreenshot of Dashboard for Customer ServiceScreenshot of Dashboard for SalesScreenshot of Marketing CampaignsScreenshot of Organisation RecordScreenshot of Person Record