Capsule vs Bigin by Zoho CRM Comparison

Lists of contacts and/or organisations can be generated based on field or tag criteria Data-tagging is a great way to use additional fields within a tag Integration with other systems is seamless Email dropbox is handy for sending notes or copying client correspondence via email Tracks are an absolute life-saver - you can set up tasks in a track to help manage a case or opportunity

Multiple tasks in tracks can't be allocated to employees

Easy to use Very little Setup Great integrations

Not a marketing automation + CRM

What initially attracted us to this CRM was its cost effectiveness. I was impressed by how easy it was to deploy and run. The mobile app was pretty solid, easy to use and probably better or on par with some of the other (more expensive) CRM apps I've used. ~Capsule also had a decent project management function.

I think we had some trouble when trying to connect to Mail Chimp. From memory it took a long time to get it right.

Hi Ilia, Chloe here from Capsule. Thanks for taking the time to write a review. We're happy to hear that you found Capsule easy to deploy and are enjoying using the mobile app. If you ever need any help for example setting up integrations then don't hesitate to reach out to us at support@capsulecrm.com.

Visual presentation of the data, ease of access, monthly subscription, data capture, project tracking, email link capability, mobile access.

The CRM had no functions that I disliked

Hi Peter, Chloe here from Capsule. Thanks for taking the time out to write a review about Capsule - we're really glad it's helping your business!

Easy to use. Price. Date Stamp. Search by name, keyword or phone number. You can up load documents to a specific contact. You can separate contacts using tags. Notes easy to edit. Beginner friendly. Generous Free account. It has an app that syncs perfectly with the online account.

So far the online has everything I need. I have no complaints. The app could add search by phone number. It would help when a client calls I could search the phone number and address them by name if they are found in my CRM the same way I do when working from my lap top from home

Hi Sheron, Chloe from Capsule here. Thanks for taking the time to write a review about Capsule. We're glad to hear you're finding Capsule easy to use and love its features. You might be happy to hear that you can search phone numbers in the app. You can find out more about that here: https://capsulecrm.com/support/mobile-apps/capsule-mobile-app/#how-to-use-contacts-in-the-mobile-app. Also, if you have an iPhone we do have CallerID in the app. The Caller ID feature will display your Contact's name so you'll never need to guess who is on the other end of the incoming call - you can find out more information about Caller ID here https://capsulecrm.com/support/mobile-apps/capsule-mobile-app/#caller-id. I hope that help you out.

Capsule serves all its purposes very satisfactorily. It doesn't have very many bells and whistles, or email campaign options like other CRM databases, but it is very useful for logging contact information, making notes, generating tasks, and running reports. You can categorize contacts by organization, people, and deal opportunities, and also by customized tags and custom fields.

Very few things to dislike. The only way to export contacts with notes is to export the entire database into Excel and sort from there; there is no option within the database's reporting capabilities to generate the notes for specific contacts. Capsule also does not have email campaign capabilities or drip campaign options, but those are high-price items that only come with the big CRM monsters.

Easy to use CRM, one of the best I worked with. - I am Global Head of Investor Relations, and I definitely need a well working CRM.

N/A - Have not found a drawback yet ....

Hi Yelena, Thanks for taking the time to write a review - we really appreciate that. We love hearing that Capsule is easy to use as that's exactly how we've designed it!

It does so much. This is good for a lot of businesses but for my usage I feel like a lot of the functions I am not interested in get in the way. Which I guess is a negative, but for the businesses who need a CRM tool that does EVERYTHING, this would be a great solution.

My CRM needs are probably not that big, which means that a lot of the tools get in the way, they don't feel easy or smooth to get to. Lots of click and different screens

Easy to use, intuitive easy to train how to use for new employees. Great powerful CRM tool. Has many robust features to make sure all my bases are covered.

Some features of high budget CRM systems are not present, like the ability to contact within the program.

Hi Nathaniel, Thanks for taking the time to leave a review - we're glad you're finding Capsule so easy to set up and use.

Capsule has been the best CRM solution for us. Capsule has been so consistent.

I like how efficient Capsule has been. Capsule is incredible.

This light weight CRM is simple and easy to get started with. As a small business owner or individual this is a great CRM to start with that allows you to import contacts, manage notes and tasks for customers and organize your leads.

The lack of marketing integration such as running campaigns and tracking website visitors, but I would think that will be rolled out in due time, how ever I have had to keep searching for a few missing features to deploy on a larger scale.

Hi Matt, Chloe here from Capsule. Thanks for your review of Capsule - we're really glad you've found Capsule easy to use and appreciate the points you've made.

Easy to use, basic CRM functions, well-organized system perfect for most small to medium businesses.

You need to dig inside of the system to find certain features. Other than this, I'm pleased with this software.

Many years ago before I used Capsule, I researched up and down different CRM solutions. Capsule was the most reasonable as far as pricing goes, and their interface and features is one of the best. It's a powerful CRM that allows a lot of customizations, which is what I need. I highly recommend Capsule! They're always listening to users and coming up with new features that make the CRM better and better through time.

Honestly, I don't really have much to complain about Capsule!

Wonderful interface and functionality that exceeded our previous setup. Slowed much greater control and tracking of our client info and project sales made.

Pricing is a little higher per person but aside from that the benefits outweighed the cost. Smaller companies may do with one installation as we have trialed other crm software and found that for our setup a single implementation sufficed.

- Mobile app - Ease of use - Ability to print (I know, old school, but I enjoy being able to print off a list of prospects and dial them) - Tags/categorizations so I can sort different types of leads, prospects, and clients.

At times, difficult to integrate with texting/calling. Would like to do that more seamlessly from the app

Very basic CRM tool. Get for lead management . The free version is great for organizing my contacts and opportunities.

The app could use improvements. I like to be able to work on the go. Wish the contacts could be integrated with the ones in my phone.

Capsule CRM is great for a small business CRM. We use it primarily for contact management and sales pipeline tracking. We love the Outlook integration so that it stores your email activity. Also, the ability to customize your own categories for contacts, customers and the stages of your sales cycle -- all of this is great.

I don't really use the calendar feature, but that's not to say it wouldn't be useful if someone wanted that option. I think the only potential drawback some may have is that Hubspot has their free version, which has some similar functionality to Capsule CRM. However, what is GREAT about Capsule is its simplicity. We also looked at Hubspot, but it was overly complex for our small business needs.

Hi Thomas, Chloe from Capsule here. Thanks for taking the time to write a review. We're so glad to hear that Capsule suits your needs and is helping you to manage your sales efficiently.

Capsule has basic functionality. I have a list of my Contacts, I can create tasks, make tags, and create pipelines. It allows me to upload documents and manage the team's tasks under me.

I can only upload one document at a time which is annoying. The automatic email BCC doesn't work for me to record in my notes so I always have to copy and paste.

It is a highly customizable software CRM. Track every interaction with stakeholders using the web app, email plugins, and most importantly the iOS app! The app uses the cloud based client database as a sort of substitute for your phone’s address book, phone dialer, and portal to add client interactions. Best mobile app for a CRM platform!

It can be tricky linking interactions with multiple stakeholders.

Hi Chloe here from Capsule. Thanks for your review of Capsule and your support - we're really glad you like the mobile app. As for linking interactions with multiple stakeholders, if we can understand a little more about how you want interactions linked we may be able to offer some options or understand whether there are some ways we can amend Capsule. If you can write to us directly at support@capsulecrm.com then our support team will be able to help you out.

No pros were added to this review

No cons were added to this review

It is quite easy to use and get up to speed with the core functionality of the CRM (e.g., adding new contacts, recording activities, etc.)

The functionality is limited, which meant that for most use cases we used some kind of a work around to make it work for consulting.

I like the fact that it's very easy to set up. Adding new contacts and their respective organizations is swift and seamless. What I like most about Capsule is that it is a proper CRM system which is made available to small businesses free of charge - when we've grown enough to warrant spending money on CRM - Capsule has already crossed the finishing line.

There are some GUI flaws which make navigation a little difficult, but these are merely tweaks to what is a robust and simple-to-use system.

Hi David, Chloe from Capsule here. We're really pleased to hear that you're enjoying using Capsule and that it's helpful for your business.

The features we needed for our small user base are free, I really hope we can join a paid plan and support this product!

No cons were added to this review

Capsule is functional and a great CRM software. Reminders of what tasks are due and when you are overdue. You can track your pipeline with ease.

No cons at this point based on my needs.

Hi Sanford, Chloe from Capsule here. Thanks for taking the time to leave a review. We're really happy that Capsule is helping you track your pipeline!

Easy to use.

A few limitations. But they are constantly updating.