Capsule vs Ontraport Comparison

Overview

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

Ontraport helps businesses streamline sales, marketing, customer communication, and other operations on a unified portal....

  • 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
$79.00/mo.month
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

4.5

(98)

5

4

3

2

1

58

31

8

0

1

  • Value for money
  • Ease of use
  • Features
  • Customer support
96%
would recommend this app

4.1

(60)

5

4

3

2

1

30

15

10

2

3

  • Value for money
  • Ease of use
  • Features
  • Customer support
82%
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 really like the hands on customer service, we have had multiple "how to" conference calls that were extremely helpful. I also like the easy, clean templates.
My favorite thing about this is that you can use this for both lead capture as well as funnels and affiliates. So, the multi functionality of this is great.
M happy with it and the clients that are paying and using the tool are happy too. I can see the entire campaign results in only one software, saving a lot of time and effort.

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

After my first (kind-of) set up call, I just stopped doing it because I was told everything I had been doing (for the last 10 years) was old, wrong, and shoddy.
The only thing I find somewhat frustrating is the inability to do certain things.
The pricing tiers are rather odd as there's no middle ground.
  • Vendor responds to reviews
  • Last review7 days ago
  • Vendor responds to reviews
  • Last review17 days ago

Key features

  • Total features103
  • A/B Testing
  • API
  • Access Control
  • Accounting Integration
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Analytics
  • Appointment Management
  • Assignment Management
  • Auto-Responders
  • Business Intelligence
  • CAN SPAM Compliance
  • CRM Integration
  • Calendar Management
  • Calendar Sync with Google
  • Campaign Management
  • Campaign Segmentation
  • Categorization
  • Client Management
  • Collaboration Tools
  • Commenting
  • Configurable Workflow
  • Contact Database
  • Contact History
  • Contact Management
  • Conversion Tracking
  • Custom Fields
  • Custom Forms
  • Custom Landing Pages
  • 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
  • Direct Mail Management
  • Document Management
  • Document Storage
  • Drag & Drop Interface
  • Duplicate Detection
  • Email Alerts
  • Email Integration
  • Email Invitations & Reminders
  • Email Marketing Management
  • Email Notifications
  • Email Templates
  • Email Tracking
  • File Management
  • Filtered Views
  • Follow-up Scheduling
  • Forecasting
  • Forms Management
  • Full Text Search
  • Geographic Maps
  • History Tracking
  • Image Library
  • Invoice Management
  • Labeling
  • Landing Page Templates
  • Lead Assignment
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Scoring
  • Meeting Management
  • Milestone Tracking
  • Mobile Integration
  • Monitoring
  • Multi-Channel Marketing
  • Multi-Currency
  • Offline Access
  • Opportunity Management
  • Performance Metrics
  • Performance Reports
  • Permission Management
  • Pipeline Management
  • Pipeline Reports
  • Planning Tools
  • Productivity Reporting
  • Project Tracking
  • Projections
  • Real Time Analytics
  • Real Time Monitoring
  • Real Time Notifications
  • Real Time Updates
  • Receiving
  • Recurring Tasks
  • Referral Source Tracking
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Role Management
  • Role-Based Permissions
  • Rules-Based Workflow
  • SEO Management
  • SMS Marketing Managment
  • SSL Security
  • Sales Analytics
  • Sales Forecasting
  • Sales Reporting
  • Sales Tracking
  • Search Functionality
  • Secure Data Storage
  • Secure Login
  • Single Sign On
  • Social Media Integration
  • Social Network Marketing
  • Status Tracking
  • Summary Reports
  • Tagging
  • Task Management
  • Task Planning
  • Task Scheduling
  • Task Tracking
  • Template Management
  • Territory Management
  • Third Party Integration
  • To-Do List
  • User Management
  • Visual Analytics
  • Web Forms
  • Workflow Management
  • Total features63
  • A/B Testing
  • API
  • Access Control
  • Accounting Integration
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Analytics
  • Appointment Management
  • Assignment Management
  • Auto-Responders
  • Business Intelligence
  • CAN SPAM Compliance
  • CRM Integration
  • Calendar Management
  • Calendar Sync with Google
  • Campaign Management
  • Campaign Segmentation
  • Categorization
  • Client Management
  • Collaboration Tools
  • Commenting
  • Configurable Workflow
  • Contact Database
  • Contact History
  • Contact Management
  • Conversion Tracking
  • Custom Fields
  • Custom Forms
  • Custom Landing Pages
  • 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
  • Direct Mail Management
  • Document Management
  • Document Storage
  • Drag & Drop Interface
  • Duplicate Detection
  • Email Alerts
  • Email Integration
  • Email Invitations & Reminders
  • Email Marketing Management
  • Email Notifications
  • Email Templates
  • Email Tracking
  • File Management
  • Filtered Views
  • Follow-up Scheduling
  • Forecasting
  • Forms Management
  • Full Text Search
  • Geographic Maps
  • History Tracking
  • Image Library
  • Invoice Management
  • Labeling
  • Landing Page Templates
  • Lead Assignment
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Scoring
  • Meeting Management
  • Milestone Tracking
  • Mobile Integration
  • Monitoring
  • Multi-Channel Marketing
  • Multi-Currency
  • Offline Access
  • Opportunity Management
  • Performance Metrics
  • Performance Reports
  • Permission Management
  • Pipeline Management
  • Pipeline Reports
  • Planning Tools
  • Productivity Reporting
  • Project Tracking
  • Projections
  • Real Time Analytics
  • Real Time Monitoring
  • Real Time Notifications
  • Real Time Updates
  • Receiving
  • Recurring Tasks
  • Referral Source Tracking
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Role Management
  • Role-Based Permissions
  • Rules-Based Workflow
  • SEO Management
  • SMS Marketing Managment
  • SSL Security
  • Sales Analytics
  • Sales Forecasting
  • Sales Reporting
  • Sales Tracking
  • Search Functionality
  • Secure Data Storage
  • Secure Login
  • Single Sign On
  • Social Media Integration
  • Social Network Marketing
  • Status Tracking
  • Summary Reports
  • Tagging
  • Task Management
  • Task Planning
  • Task Scheduling
  • Task Tracking
  • Template Management
  • Territory Management
  • Third Party Integration
  • To-Do List
  • User Management
  • Visual Analytics
  • Web Forms
  • Workflow Management

Integrations

  • Total integrations163
  • 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 integrations41
  • 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