Capsule vs BizAutomation Comparison

Overview

Capsule is the smart simple online CRM. It's used to build stronger customer relationships, make more sales, save time, be...

User based ($79.95/user/mo) or Order based pricing (starting at $995 / mo for unlimited users). Includes full GAAP Accounting,...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Screenshots

Pricing

Starting from
$18.00/mo.month
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from
$79.95/mo.month
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

4.5

(94)

5

4

3

2

1

55

31

7

0

1

  • Value for money
  • Ease of use
  • Features
  • Customer support
97%
would recommend this app

4.9

(23)

5

4

3

2

1

20

3

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
100%
would recommend this app

Pros

Capsule is a CRM system that delivers excellent support for a small cost. It is more customizable and has more features and greater ease of use than others in its price range.
The clean user interface and calendar tools / follow-up task management features are great to get things organized and your business focused on driving sales.
We can track contacts, organizations, and opportunities, as well as opportunity stages and milestones, while customizing categories and notes for all of it.

Pros

Amazing value for the functions and capability of the software.
Lower costs, better reporting, better support and the ability to customize documents to suit our business.
BizAutomation was easy to learn and use for our business. I do the bookkeeping and it was a good system.

Cons

It ended up paying off, because they swear by Capsule now.
No integration with Office 365. No mass mailouts in capsule for marketing purpose.
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.

Cons

Not too much, I guess because it's cloud, if we loose our Internet connection, we can't log in.
No phone app to sync CRM data. Limited options to format some fields.
With power comes complexity, and more of a learning curve, no getting away from that.
  • Vendor responds to reviews
  • Last review9 days ago
  • Vendor responds to reviews
  • Last review2 months ago

Key features

  • Total features103
  • API
  • Access Control
  • Accounting Integration
  • Accounting Management
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts / Escalation
  • Appointment Management
  • Approval Process Control
  • Assignment Management
  • Audit Trail
  • Automated Sales
  • Billing & Invoicing
  • Business Intelligence
  • CRM Integration
  • Calendar Management
  • Calendar Sync with Google
  • Campaign Management
  • Campaign Planning
  • Categorization
  • Client Management
  • Collaboration Tools
  • Commenting
  • Configurable Workflow
  • Contact Database
  • Contact History
  • Contact Management
  • Contract Management
  • Conversion Tracking
  • Custom Charts
  • Custom Fields
  • Customer Accounts
  • Customer Activity Reporting
  • Customer Database
  • Customer History
  • Customer Segmentation
  • Customizable Branding
  • Customizable Categories
  • Customizable Reporting
  • Customizable Templates
  • Data Filtering
  • Data Import
  • Data Import/Export
  • Data Mapping
  • Data Migration
  • Data Synchronization
  • Data Visualization
  • Deadline Management
  • Demand Planning
  • Document Automation
  • Document Management
  • Document Storage
  • Drag & Drop Interface
  • Drip Marketing
  • Duplicate Detection
  • ERP Integration
  • Email Alerts
  • Email Integration
  • Email Marketing Management
  • Email Notifications
  • Email Templates
  • File Management
  • Filtered Views
  • Financial Management
  • Fixed Asset Management
  • Follow-up Scheduling
  • Forecasting
  • Full Text Search
  • Geographic Maps
  • History Tracking
  • Inbox Management
  • Inventory Management
  • Invoice Management
  • Labeling
  • Lead Assignment
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Scoring
  • Meeting Management
  • Milestone Tracking
  • Mobile Integration
  • Monitoring
  • Multi-Currency
  • Offline Access
  • Online Catalog
  • Opportunity Management
  • Order Management
  • Order Processing
  • POS Integration
  • Partner Management
  • Performance Reports
  • Permission Management
  • Pipeline Management
  • Pipeline Reports
  • Planning Tools
  • Price Management
  • Procurement Management
  • Productivity Reporting
  • Project Accounting
  • Project Management
  • Project Tracking
  • Projections
  • Promotions Management
  • Purchase Order Management
  • Quote Management
  • Real Time Monitoring
  • Real Time Notifications
  • Real Time Updates
  • Receiving
  • Recurring Tasks
  • Reminders
  • Reporting & Statistics
  • Role Management
  • Role-Based Permissions
  • Rules-Based Workflow
  • SEO Management
  • SSL Security
  • Sales Analytics
  • Sales Forecasting
  • Sales Orders
  • Sales Reporting
  • Sales Tracking
  • Search Functionality
  • Secure Data Storage
  • Secure Login
  • Shipping Management
  • Single Sign On
  • Social Media Integration
  • Status Tracking
  • Summary Reports
  • Tagging
  • Task Management
  • Task Scheduling
  • Task Tracking
  • Template Management
  • Third Party Integration
  • Time & Expense Tracking
  • To-Do List
  • Vendor Management
  • Visual Analytics
  • Warehouse Management
  • Web Forms
  • Workflow Management
  • eCommerce Management
  • Total features64
  • API
  • Access Control
  • Accounting Integration
  • Accounting Management
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts / Escalation
  • Appointment Management
  • Approval Process Control
  • Assignment Management
  • Audit Trail
  • Automated Sales
  • Billing & Invoicing
  • Business Intelligence
  • CRM Integration
  • Calendar Management
  • Calendar Sync with Google
  • Campaign Management
  • Campaign Planning
  • Categorization
  • Client Management
  • Collaboration Tools
  • Commenting
  • Configurable Workflow
  • Contact Database
  • Contact History
  • Contact Management
  • Contract Management
  • Conversion Tracking
  • Custom Charts
  • Custom Fields
  • Customer Accounts
  • Customer Activity Reporting
  • Customer Database
  • Customer History
  • Customer Segmentation
  • Customizable Branding
  • Customizable Categories
  • Customizable Reporting
  • Customizable Templates
  • Data Filtering
  • Data Import
  • Data Import/Export
  • Data Mapping
  • Data Migration
  • Data Synchronization
  • Data Visualization
  • Deadline Management
  • Demand Planning
  • Document Automation
  • Document Management
  • Document Storage
  • Drag & Drop Interface
  • Drip Marketing
  • Duplicate Detection
  • ERP Integration
  • Email Alerts
  • Email Integration
  • Email Marketing Management
  • Email Notifications
  • Email Templates
  • File Management
  • Filtered Views
  • Financial Management
  • Fixed Asset Management
  • Follow-up Scheduling
  • Forecasting
  • Full Text Search
  • Geographic Maps
  • History Tracking
  • Inbox Management
  • Inventory Management
  • Invoice Management
  • Labeling
  • Lead Assignment
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Scoring
  • Meeting Management
  • Milestone Tracking
  • Mobile Integration
  • Monitoring
  • Multi-Currency
  • Offline Access
  • Online Catalog
  • Opportunity Management
  • Order Management
  • Order Processing
  • POS Integration
  • Partner Management
  • Performance Reports
  • Permission Management
  • Pipeline Management
  • Pipeline Reports
  • Planning Tools
  • Price Management
  • Procurement Management
  • Productivity Reporting
  • Project Accounting
  • Project Management
  • Project Tracking
  • Projections
  • Promotions Management
  • Purchase Order Management
  • Quote Management
  • Real Time Monitoring
  • Real Time Notifications
  • Real Time Updates
  • Receiving
  • Recurring Tasks
  • Reminders
  • Reporting & Statistics
  • Role Management
  • Role-Based Permissions
  • Rules-Based Workflow
  • SEO Management
  • SSL Security
  • Sales Analytics
  • Sales Forecasting
  • Sales Orders
  • Sales Reporting
  • Sales Tracking
  • Search Functionality
  • Secure Data Storage
  • Secure Login
  • Shipping Management
  • Single Sign On
  • Social Media Integration
  • Status Tracking
  • Summary Reports
  • Tagging
  • Task Management
  • Task Scheduling
  • Task Tracking
  • Template Management
  • Third Party Integration
  • Time & Expense Tracking
  • To-Do List
  • Vendor Management
  • Visual Analytics
  • Warehouse Management
  • Web Forms
  • Workflow Management
  • eCommerce Management

Integrations

  • Total integrations164
  • Constant Contact
  • Facebook
  • Gmail
  • Google Analytics
  • Google Calendar
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Mailchimp
  • Microsoft 365
  • Microsoft Outlook
  • PayPal
  • QuickBooks
  • Salesforce Sales Cloud
  • Slack
  • Stripe
  • Twitter
  • Wordpress
  • Xero
  • Zapier