Capsule vs Claritysoft CRM Comparison

Overview

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

Powerful. Intuitive. Customizable. Claritysoft CRM is designed to be easy to use without sacrificing power and functionality.

  • 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
$39.00/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

4.4

(75)

5

4

3

2

1

39

32

3

0

1

  • Value for money
  • Ease of use
  • Features
  • Customer support
97%
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

The greatest benefits of Claritysoft include: simplicity, intuitive nature, webinars and help functionality and a tech support team that actually performs.
I wish they would allow more fields and menu bars to be custom, but for the price, it is pretty versatile. Some of the best features of this program include the advanced search and offline program.
Good selection of reports. For small businesses it’s a great CRM solution.

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

This allows them to continue working when on a plane or in a car without the use of the internet. A negative feature of the program is the lack of customization to the overall layout.
This software can do A LOT - much more than what I need it for. That can sometimes be confusing.
Implementation with email has been slow due to issues in our Kerio email. Data filters are very sensitive to syntax and can be annoying to deal with.
  • Vendor responds to reviews
  • Last review12 days ago
  • Vendor responds to reviews
  • Last review13 days ago

Key features

  • Total features103
  • API
  • Access Control
  • Accounting Integration
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Ad hoc Reporting
  • Appointment Management
  • Assignment Management
  • Automated Sales
  • Automatic Notifications
  • Business Intelligence
  • CRM Integration
  • Calendar Management
  • Calendar Sync with Google
  • Campaign Management
  • Categorization
  • Client Management
  • Collaboration Tools
  • Commenting
  • Configurable Workflow
  • Contact Database
  • Contact History
  • Contact Management
  • Contract Management
  • Conversion Tracking
  • Custom Fields
  • Customer Accounts
  • Customer Activity Reporting
  • Customer Database
  • Customer History
  • Customer Segmentation
  • Customizable Branding
  • Customizable Categories
  • Customizable Reporting
  • Customizable Templates
  • Dashboard Creation
  • Data Filtering
  • Data Import
  • Data Import/Export
  • Data Mapping
  • Data Migration
  • Data Synchronization
  • Data Visualization
  • Deadline Management
  • Document Management
  • Document Storage
  • Drag & Drop Interface
  • Duplicate Detection
  • Email Alerts
  • Email Integration
  • Email Marketing Management
  • Email Notifications
  • Email Templates
  • Email Tracking
  • Event Management
  • File Management
  • Filtered Views
  • Follow-up Scheduling
  • Forecasting
  • Full Text Search
  • Geographic Maps
  • History Tracking
  • Knowledge Base Management
  • Labeling
  • Lead Assignment
  • Lead Distribution
  • Lead Management
  • Lead Nurturing
  • Mail Merge
  • Meeting Management
  • Microsoft Outlook Integration
  • Milestone Tracking
  • Mobile Integration
  • Monitoring
  • Multi-Currency
  • Offline Access
  • Opportunity Management
  • Performance Reports
  • Permission Management
  • Pipeline Management
  • Pipeline Reports
  • Planning Tools
  • Product Catalog
  • Productivity Reporting
  • Project Management
  • Project Tracking
  • Projections
  • Proposal Generation
  • Prospecting Tools
  • Quote Management
  • Real Time Monitoring
  • Real Time Notifications
  • Real Time Updates
  • Receiving
  • Recurring Tasks
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Role Management
  • Role-Based Permissions
  • Rules-Based Workflow
  • SSL Security
  • Sales Analytics
  • Sales Forecasting
  • Sales Orders
  • Sales Reporting
  • Sales Tracking
  • Search Functionality
  • Secure Data Storage
  • Secure Login
  • Self Service Portal
  • Single Sign On
  • Social Media Integration
  • Status Tracking
  • Summary Reports
  • Tagging
  • Task Management
  • Task Scheduling
  • Task Tracking
  • Template Management
  • Territory Management
  • Third Party Integration
  • To-Do List
  • Visual Analytics
  • Web Forms
  • Workflow Management
  • Total features88
  • API
  • Access Control
  • Accounting Integration
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Ad hoc Reporting
  • Appointment Management
  • Assignment Management
  • Automated Sales
  • Automatic Notifications
  • Business Intelligence
  • CRM Integration
  • Calendar Management
  • Calendar Sync with Google
  • Campaign Management
  • Categorization
  • Client Management
  • Collaboration Tools
  • Commenting
  • Configurable Workflow
  • Contact Database
  • Contact History
  • Contact Management
  • Contract Management
  • Conversion Tracking
  • Custom Fields
  • Customer Accounts
  • Customer Activity Reporting
  • Customer Database
  • Customer History
  • Customer Segmentation
  • Customizable Branding
  • Customizable Categories
  • Customizable Reporting
  • Customizable Templates
  • Dashboard Creation
  • Data Filtering
  • Data Import
  • Data Import/Export
  • Data Mapping
  • Data Migration
  • Data Synchronization
  • Data Visualization
  • Deadline Management
  • Document Management
  • Document Storage
  • Drag & Drop Interface
  • Duplicate Detection
  • Email Alerts
  • Email Integration
  • Email Marketing Management
  • Email Notifications
  • Email Templates
  • Email Tracking
  • Event Management
  • File Management
  • Filtered Views
  • Follow-up Scheduling
  • Forecasting
  • Full Text Search
  • Geographic Maps
  • History Tracking
  • Knowledge Base Management
  • Labeling
  • Lead Assignment
  • Lead Distribution
  • Lead Management
  • Lead Nurturing
  • Mail Merge
  • Meeting Management
  • Microsoft Outlook Integration
  • Milestone Tracking
  • Mobile Integration
  • Monitoring
  • Multi-Currency
  • Offline Access
  • Opportunity Management
  • Performance Reports
  • Permission Management
  • Pipeline Management
  • Pipeline Reports
  • Planning Tools
  • Product Catalog
  • Productivity Reporting
  • Project Management
  • Project Tracking
  • Projections
  • Proposal Generation
  • Prospecting Tools
  • Quote Management
  • Real Time Monitoring
  • Real Time Notifications
  • Real Time Updates
  • Receiving
  • Recurring Tasks
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Role Management
  • Role-Based Permissions
  • Rules-Based Workflow
  • SSL Security
  • Sales Analytics
  • Sales Forecasting
  • Sales Orders
  • Sales Reporting
  • Sales Tracking
  • Search Functionality
  • Secure Data Storage
  • Secure Login
  • Self Service Portal
  • Single Sign On
  • Social Media Integration
  • Status Tracking
  • Summary Reports
  • Tagging
  • Task Management
  • Task Scheduling
  • Task Tracking
  • Template Management
  • Territory Management
  • Third Party Integration
  • To-Do List
  • Visual Analytics
  • Web Forms
  • Workflow 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
  • Zendesk
  • Total integrations8
  • 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
  • Zendesk

Security

  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation
  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation

Capsule vs. Claritysoft CRM

See how Capsule and Claritysoft CRM stack up against each other by comparing features, pricing, ratings and reviews, integrations, screenshots and security. Compare real user opinions on the pros and cons to make more informed decisions.