Capsule vs Method:CRM Comparison

Overview

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

Method:CRM is the #1 rated CRM for QuickBooks users! Our powerful, two-way QuickBooks sync makes sure you always have the...

  • 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

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

4.1

(63)

5

4

3

2

1

34

15

5

1

8

  • Value for money
  • Ease of use
  • Features
  • Customer support
75%
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

I like that it is quite robust in terms of what all it can tag and keep track of with clients. There are also integrations with other software and that is really nice.
They have an excellent support team to resolve any minor issues that you face during customization. They provide a wide range of features with great navigation.
I love the customizeability of the application and the support to get those things done has been great.

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

Worse CRM on the market. We chose it because it was Canadian and its supposed to sync with our system quickbooks.
Method increased my productivity exponentially. Jobs were no longer being overlooked because of human error.
The integrations can be somewhat confusing when you first approach them.
  • Vendor responds to reviews
  • Last review9 days ago
  • Vendor responds to reviews
  • Last review4 months ago

Key features

  • Total features103
  • API
  • Access Control
  • Accounting Integration
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Ad hoc Reporting
  • Alerts / Escalation
  • Appointment Management
  • Assignment Management
  • Automated Sales
  • Automatic Notifications
  • Billing & Invoicing
  • Business Intelligence
  • CRM Integration
  • Calendar Management
  • Calendar Sync with Google
  • Call Tracking
  • Categorization
  • Client Management
  • Collaboration Tools
  • Commenting
  • Commission Calculations
  • 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 Capture and Transfer
  • 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
  • Electronic Payments
  • Email Alerts
  • Email Integration
  • Email Marketing Management
  • Email Notifications
  • Email Templates
  • Email Tracking
  • Estimating
  • Event Triggered Actions
  • File Management
  • Filtered Views
  • Follow-up Scheduling
  • Forecasting
  • Full Text Search
  • Geographic Maps
  • History Tracking
  • Inventory Management
  • Inventory Tracking
  • Invoice Processing
  • Labeling
  • Lead Assignment
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Meeting Management
  • Microsoft Outlook Integration
  • Milestone Tracking
  • Mobile Alerts
  • Mobile Integration
  • Monitoring
  • Multi-Currency
  • Offline Access
  • Opportunity Management
  • Order Management
  • Order Processing
  • Performance Reports
  • Permission Management
  • Pipeline Management
  • Pipeline Reports
  • Planning Tools
  • Productivity Reporting
  • Project Tracking
  • Projections
  • Quote Management
  • Real Time Data
  • Real Time Monitoring
  • Real Time Notifications
  • Real Time Reporting
  • Real Time Updates
  • Receiving
  • Records Management
  • Recurring Tasks
  • 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
  • Single Sign On
  • Social Media Integration
  • Status Tracking
  • Summary Reports
  • Supplier Management
  • Tagging
  • Task Management
  • Task Planning
  • Task Scheduling
  • Task Tracking
  • Template Management
  • Third Party Integration
  • To-Do List
  • Vendor Management
  • Visual Analytics
  • Web Forms
  • Workflow Management
  • Total features112
  • API
  • Access Control
  • Accounting Integration
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Ad hoc Reporting
  • Alerts / Escalation
  • Appointment Management
  • Assignment Management
  • Automated Sales
  • Automatic Notifications
  • Billing & Invoicing
  • Business Intelligence
  • CRM Integration
  • Calendar Management
  • Calendar Sync with Google
  • Call Tracking
  • Categorization
  • Client Management
  • Collaboration Tools
  • Commenting
  • Commission Calculations
  • 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 Capture and Transfer
  • 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
  • Electronic Payments
  • Email Alerts
  • Email Integration
  • Email Marketing Management
  • Email Notifications
  • Email Templates
  • Email Tracking
  • Estimating
  • Event Triggered Actions
  • File Management
  • Filtered Views
  • Follow-up Scheduling
  • Forecasting
  • Full Text Search
  • Geographic Maps
  • History Tracking
  • Inventory Management
  • Inventory Tracking
  • Invoice Processing
  • Labeling
  • Lead Assignment
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Meeting Management
  • Microsoft Outlook Integration
  • Milestone Tracking
  • Mobile Alerts
  • Mobile Integration
  • Monitoring
  • Multi-Currency
  • Offline Access
  • Opportunity Management
  • Order Management
  • Order Processing
  • Performance Reports
  • Permission Management
  • Pipeline Management
  • Pipeline Reports
  • Planning Tools
  • Productivity Reporting
  • Project Tracking
  • Projections
  • Quote Management
  • Real Time Data
  • Real Time Monitoring
  • Real Time Notifications
  • Real Time Reporting
  • Real Time Updates
  • Receiving
  • Records Management
  • Recurring Tasks
  • 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
  • Single Sign On
  • Social Media Integration
  • Status Tracking
  • Summary Reports
  • Supplier Management
  • Tagging
  • Task Management
  • Task Planning
  • Task Scheduling
  • Task Tracking
  • Template Management
  • Third Party Integration
  • To-Do List
  • Vendor Management
  • 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 integrations12
  • 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