Capsule vs Contactually Comparison

Overview

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

Contactually is an easy-to-use system for building better relationships, and getting the most from your network. Combining...

  • 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
$69.00/mo.month
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

5

4

3

2

1

67

32

8

0

1

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

4.3

(99)

5

4

3

2

1

57

24

11

3

4

  • Value for money
  • Ease of use
  • Features
  • Customer support
78%
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

Fantastic customer service and support, great understanding of the real-world challenges of their market, solid CRM features.
Great for managing contacts, follow up, etc., easily and in a 'game-ified' way. Fun and easy to use, and provides useful reminders, etc.
I also love the overall robustness of the programs, the templates, and the training videos are super informative.

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

Had a terrible experience. Signed up for a year contract and spoke to the salesperson who started us about moving over to another CRM and asked to be sure not to renew.
Their lack of focus on their general users is really starting to show in their product with bugs that aren't being fixed and a general lack of innovation.
Was surprised to see a bill at the start of the next year and was told that person left the company and that there was no way to refund this amount.
  • Vendor responds to reviews
  • Last review3 days ago
  • Vendor responds to reviews
  • Last review2 months ago

Key features

  • Total features103
  • API
  • Access Control
  • Accounting Integration
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Appointment Management
  • Assignment Management
  • Automatic Notifications
  • Bulk Send
  • 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
  • Content Library
  • Content Management
  • Conversion Tracking
  • 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
  • Document Management
  • Document Storage
  • Drag & Drop Interface
  • Duplicate Detection
  • Email Alerts
  • Email Distribution
  • Email Integration
  • Email Marketing Management
  • Email Notifications
  • Email Templates
  • Engagement Analytics
  • Estimating
  • Event Calendar
  • File Management
  • Filtered Views
  • Follow-up Scheduling
  • Forecasting
  • Full Text Search
  • Geographic Maps
  • History Tracking
  • Image Library
  • Labeling
  • Lead Assignment
  • Lead Management
  • Lead Nurturing
  • Meeting Management
  • Milestone Tracking
  • Mobile Alerts
  • Mobile Integration
  • Monitoring
  • Multi-Currency
  • Newsletter Management
  • Offline Access
  • Opportunity Management
  • Performance Reports
  • Permission Management
  • Pipeline Management
  • Pipeline Reports
  • Planning Tools
  • Prioritizing
  • Productivity Reporting
  • Project Tracking
  • Projections
  • Real Time Monitoring
  • Real Time Notifications
  • Real Time Updates
  • Receiving
  • Recurring Tasks
  • Reminders
  • Reporting & Statistics
  • Role Management
  • Role-Based Permissions
  • Rules-Based Workflow
  • SSL Security
  • Sales Analytics
  • Sales Forecasting
  • Sales Reporting
  • Sales Tracking
  • Search Functionality
  • Secure Data Storage
  • Secure Login
  • Single Sign On
  • Social Media Integration
  • Status Tracking
  • Summary Reports
  • Tagging
  • Task Management
  • Task Scheduling
  • Task Tracking
  • Template Management
  • Third Party Integration
  • To-Do List
  • Visual Analytics
  • Web Forms
  • Workflow Management
  • Total features44
  • API
  • Access Control
  • Accounting Integration
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Appointment Management
  • Assignment Management
  • Automatic Notifications
  • Bulk Send
  • 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
  • Content Library
  • Content Management
  • Conversion Tracking
  • 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
  • Document Management
  • Document Storage
  • Drag & Drop Interface
  • Duplicate Detection
  • Email Alerts
  • Email Distribution
  • Email Integration
  • Email Marketing Management
  • Email Notifications
  • Email Templates
  • Engagement Analytics
  • Estimating
  • Event Calendar
  • File Management
  • Filtered Views
  • Follow-up Scheduling
  • Forecasting
  • Full Text Search
  • Geographic Maps
  • History Tracking
  • Image Library
  • Labeling
  • Lead Assignment
  • Lead Management
  • Lead Nurturing
  • Meeting Management
  • Milestone Tracking
  • Mobile Alerts
  • Mobile Integration
  • Monitoring
  • Multi-Currency
  • Newsletter Management
  • Offline Access
  • Opportunity Management
  • Performance Reports
  • Permission Management
  • Pipeline Management
  • Pipeline Reports
  • Planning Tools
  • Prioritizing
  • Productivity Reporting
  • Project Tracking
  • Projections
  • Real Time Monitoring
  • Real Time Notifications
  • Real Time Updates
  • Receiving
  • Recurring Tasks
  • Reminders
  • Reporting & Statistics
  • Role Management
  • Role-Based Permissions
  • Rules-Based Workflow
  • SSL Security
  • Sales Analytics
  • Sales Forecasting
  • Sales Reporting
  • Sales Tracking
  • Search Functionality
  • Secure Data Storage
  • Secure Login
  • Single Sign On
  • Social Media Integration
  • Status Tracking
  • Summary Reports
  • Tagging
  • Task Management
  • Task Scheduling
  • Task Tracking
  • Template Management
  • Third Party Integration
  • To-Do List
  • Visual Analytics
  • Web Forms
  • Workflow Management

Integrations

  • Total integrations161
  • Constant Contact
  • Facebook
  • Gmail
  • Google Analytics
  • Google Calendar
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Mailchimp
  • Microsoft 365
  • Microsoft Outlook
  • PayPal
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Slack
  • Stripe
  • Twitter
  • Wordpress
  • Xero
  • Zapier
  • Zendesk
  • Total integrations63
  • Constant Contact
  • Facebook
  • Gmail
  • Google Analytics
  • Google Calendar
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Mailchimp
  • Microsoft 365
  • Microsoft Outlook
  • PayPal
  • QuickBooks Online Advanced
  • 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. Contactually

See how Capsule and Contactually 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.

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