Capsule vs HarmonyPSA Comparison

Overview

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

HarmonyPSA supports the entire business lifecycle, from lead generation to contract renewal. It is designed and built specifically...

  • 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
$55.00/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

4.5

(18)

5

4

3

2

1

12

5

0

0

1

  • Value for money
  • Ease of use
  • Features
  • Customer support
89%
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

We trialled Harmony and a competitor after doing lots of research into products that would best suit our needs. We chose Harmony as it felt like the best fit for our needs and ticked a lot of boxes.
It is a pleasure to work with the team at Harmony who provide excellent support and are always open to discuss additional features so the product is getting better every day.
Harmony is a fully featured, and incredibly well supported PSA software. Our platform team had spent countless hours investigating the best possible solution for our unique requirements.

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

The combination of Salesforce and ServiceMax was such a bad fit for us. Many of our processes had to be done outside of the system and we were losing valuable information.
We have come across a couple of small bugs but the team at Datalogic are so quick to respond that problems are sorted out straight away with little or no impact.
Cons: We have come across a couple of small bugs but the team at Datalogic are so quick to respond that problems are sorted out straight away with little or no impact.
  • Vendor responds to reviews
  • Last review12 days ago
  • Vendor responds to reviews
  • Last review4 months ago

Key features

  • Total features103
  • ACH Payment Processing
  • API
  • Absence Management
  • Access Control
  • Account Reconciliation
  • Accounting Integration
  • Accounting Management
  • Action Item Tracking
  • Action Planning
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Administrative Reporting
  • Agile Software Development
  • Alerts / Escalation
  • Appointment Management
  • Approval Process Control
  • Archiving & Retention
  • Asset Management
  • Assignment Management
  • Attendance Tracking
  • Audit Trail
  • Auditing
  • Auto-Matching
  • Auto-Responders
  • Automated Billing
  • Automated Sales
  • Automated Scheduling
  • Automatic Lead Distribution
  • Automatic Notifications
  • Availability Indicator
  • Availability Management
  • Bank Reconciliation
  • Batch Processing
  • Benchmarking
  • Billable Hours Tracking
  • Billing & Invoicing
  • Budget Control
  • Budgeting
  • Bug Tracking
  • Built-In Database
  • Bulk Send
  • Business Analysis
  • Business Intelligence
  • CRM Integration
  • Calendar Management
  • Calendar Sync with Google
  • Campaign Analysis
  • Campaign Scheduling
  • Campaign Segmentation
  • Catalog Management
  • Categorization
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Collaborative Review
  • Collaborative Workspace
  • Commenting
  • Configurable Workflow
  • Configuration Management
  • Contact Database
  • Contact History
  • Contact Management
  • Contract Management
  • Contractor Management
  • Conversion Tracking
  • Cost Estimating
  • Cost Tracking
  • Cost-to-Completion Tracking
  • Custom Charts
  • Custom Fields
  • Customer Accounts
  • Customer Activity Reporting
  • Customer Database
  • Customer History
  • Customer Profiling
  • Customer Segmentation
  • Customer Service Analytics
  • Customizable Branding
  • Customizable Categories
  • Customizable Reporting
  • Customizable Templates
  • Dashboard Creation
  • Data Filtering
  • Data Import
  • Data Import/Export
  • Data Mapping
  • Data Migration