Capsule vs Creatio CRM Comparison

Overview

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

CRM Creatio (formerly bpm'online CRM) is a process-driven cloud based software that connects the dots between marketing,...

  • 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
$25.00/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

4.8

(62)

5

4

3

2

1

52

8

1

0

1

  • Value for money
  • Ease of use
  • Features
  • Customer support
98%
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 customer service is fantastic and always willing to help. Nataly from bpmOnline at times went above and beyond her duties to help out.
Built-in business processes will allow you to plan the best course of actions that would ensure that your company takes advantage of all the benefits of the software.
Having marketing, sales and service in a single platform has easily been one of the best benefits to date. Outlook integration works perfectly and really saves time for everyone.

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

We are in process of integration an ERP system with the bpm'online system with help of Partner of bpm'online so that no data was lost or missed out.
New updates would override the fixes and render software useless until new patches would be applied.
Heavy usage may suffer from performance issues.
  • Vendor responds to reviews
  • Last review3 days ago
  • Vendor responds to reviews
  • Last review17 days ago

Key features

  • Total features103
  • "What If" Scenarios
  • API
  • Access Control
  • Accounting Integration
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Appointment Management
  • Approval Process Control
  • Assignment Management
  • Automatic Notifications
  • Business Intelligence
  • CRM Integration
  • Calendar Management
  • Calendar Sync with Google
  • Call Recording
  • Case 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 Profiling
  • 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
  • Document Templates
  • Drag & Drop Interface
  • Duplicate Detection
  • Email Alerts
  • Email Integration
  • Email Marketing Management
  • Email Notifications
  • Email Tracking
  • File Management
  • Filtered Views
  • Forecasting
  • Full Text Search
  • Geographic Maps
  • History Tracking
  • Inbox Management
  • Knowledge Base Management
  • Labeling
  • Lead Assignment
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Meeting Management
  • Microsoft Outlook Integration
  • Milestone Tracking
  • Mobile Integration
  • Monitoring
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Marketing
  • Multi-Currency
  • Multi-Language
  • Offline Access
  • Opportunity Management
  • Order Approval
  • Order Management
  • Order Processing
  • Order Tracking
  • Performance Reports
  • Permission Management
  • Pipeline Management
  • Pipeline Reports
  • Planning Tools
  • Product Catalog
  • Productivity Reporting
  • Project Management
  • Project Planning
  • Project Tracking
  • Projections
  • Proposal Generation
  • Quote Management
  • ROI Analytics
  • 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 Integration
  • 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 Planning
  • Task Scheduling
  • Task Tracking
  • Template Management
  • Third Party Integration
  • To-Do List
  • Two-Way Audio & Video
  • Visual Analytics
  • Web Forms
  • Workflow Management
  • Total features84
  • "What If" Scenarios
  • API
  • Access Control
  • Accounting Integration
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Appointment Management
  • Approval Process Control
  • Assignment Management
  • Automatic Notifications
  • Business Intelligence
  • CRM Integration
  • Calendar Management
  • Calendar Sync with Google
  • Call Recording
  • Case 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 Profiling
  • 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
  • Document Templates
  • Drag & Drop Interface
  • Duplicate Detection
  • Email Alerts
  • Email Integration
  • Email Marketing Management
  • Email Notifications
  • Email Tracking
  • File Management
  • Filtered Views
  • Forecasting
  • Full Text Search
  • Geographic Maps
  • History Tracking
  • Inbox Management
  • Knowledge Base Management
  • Labeling
  • Lead Assignment
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Meeting Management
  • Microsoft Outlook Integration
  • Milestone Tracking
  • Mobile Integration
  • Monitoring
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Marketing
  • Multi-Currency
  • Multi-Language
  • Offline Access
  • Opportunity Management
  • Order Approval
  • Order Management
  • Order Processing
  • Order Tracking
  • Performance Reports
  • Permission Management
  • Pipeline Management
  • Pipeline Reports
  • Planning Tools
  • Product Catalog
  • Productivity Reporting
  • Project Management
  • Project Planning
  • Project Tracking
  • Projections
  • Proposal Generation
  • Quote Management
  • ROI Analytics
  • 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 Integration
  • 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 Planning
  • Task Scheduling
  • Task Tracking
  • Template Management
  • Third Party Integration
  • To-Do List
  • Two-Way Audio & Video
  • 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 integrations23
  • 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