Capsule vs Platformax Comparison

Overview

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

Platformax is a complete inside sales CRM that makes it simple to organize your sales pipeline and leads, manage team members...

  • 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
$9.99/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

4.7

(44)

5

4

3

2

1

30

14

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
100%
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

Platformax is good customer relationship management software and has good functionality and is useful for sales in whole process from start to end.
I have the ability to easy find detailed reports to find areas of opportunity in the business. From these reports we gain a much better insight of the customer base.
Our entire sales team can use Platformax with the accounts, and we know what opportunities are open and ready to close. It is easy to designate others to opportunities and find out how to be better.

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

But at the end of the day, there was always something missing, like reporting, no support for call center sales activities, no integration to 3rd party tools, bad UI &UX and so on.
It’s a personal taste choice rather, but probably because of the type of apps that I use, I miss visualising my data in the dashboard with snippets of graphics/charts.
There are missing guides for users on implementation and new features, knowledge base is low and I get much information directly from support people.
  • Vendor responds to reviews
  • Last review3 days ago
  • Vendor responds to reviews
  • Last review2 years ago

Key features

  • Total features103
  • API
  • Access Control
  • Accounting Integration
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Appointment Management
  • Assignment Management
  • Auto-Dialer
  • Automatic Lead Distribution
  • Business Intelligence
  • CRM Integration
  • Calendar Management
  • Calendar Sync with Google
  • Case Management
  • Categorization
  • Client Management
  • Collaboration Tools
  • Commenting
  • Configurable Workflow
  • Contact Database
  • Contact History
  • Contact 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 Integration
  • Email Notifications
  • File Management
  • Filtered Views
  • Forecasting
  • Full Text Search
  • Geographic Maps
  • History Tracking
  • Labeling
  • Lead Assignment
  • Lead Management
  • Lead Nurturing
  • Meeting Management
  • Milestone Tracking
  • Mobile Integration
  • Monitoring
  • Multi-Currency
  • Offline Access
  • Opportunity Management
  • Performance Reports
  • Permission Management
  • Pipeline Management
  • Pipeline Reports
  • Planning Tools
  • 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 features7
  • API
  • Access Control
  • Accounting Integration
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Appointment Management
  • Assignment Management
  • Auto-Dialer
  • Automatic Lead Distribution
  • Business Intelligence
  • CRM Integration
  • Calendar Management
  • Calendar Sync with Google
  • Case Management
  • Categorization
  • Client Management
  • Collaboration Tools
  • Commenting
  • Configurable Workflow
  • Contact Database
  • Contact History
  • Contact 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 Integration
  • Email Notifications
  • File Management
  • Filtered Views
  • Forecasting
  • Full Text Search
  • Geographic Maps
  • History Tracking
  • Labeling
  • Lead Assignment
  • Lead Management
  • Lead Nurturing
  • Meeting Management
  • Milestone Tracking
  • Mobile Integration
  • Monitoring
  • Multi-Currency
  • Offline Access
  • Opportunity Management
  • Performance Reports
  • Permission Management
  • Pipeline Management
  • Pipeline Reports
  • Planning Tools
  • 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 integrations7
  • 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. Platformax

See how Capsule and Platformax 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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