Capsule vs Velocify Comparison

Overview

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

Velocify is a cloud CRM application designed to manage and track high levels of sales and organize them into a CRM platform....

  • 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
/
No info available
/
  • 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

5

4

3

2

1

129

67

22

9

2

  • Value for money
  • Ease of use
  • Features
  • Customer support
92%
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

Features, performance, and support are superb. Rarely experience downtime and the interruptions in service that do occur are resolved quickly.
Excellent CRM with just the minimum requirement to take your contacts with you anywhere also love the capability to text.
So let's be honest here, everyone needs sales and there's no shortage of sales CRM's. Velocify has a very user friendly interface that is a fantastic and advantageous when training new salesman.

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

I dislike the higher price for leads, amount of different company's allowed to purchase the same lead, and the inability to return certain bad leads.
I did this but was charged again the next month, I emailed her what happened then she emails me my contract.
It's just awkward and annoying if someone on the sales floor has just called a lead, and then you call it immediately next and the customer is like "I just spoke with your company.
  • Vendor responds to reviews
  • Last review3 days ago
  • Vendor responds to reviews
  • Last review10 months ago

Key features

  • Total features103
  • API
  • Access Control
  • Accounting Integration
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Appointment Management
  • Assignment Management
  • Automated Sales
  • Business Intelligence
  • CRM Integration
  • Calendar Management
  • Calendar Sync with Google
  • Call Transfer
  • Categorization
  • Client Management
  • Collaboration Tools
  • Commenting
  • Conferencing
  • 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
  • Design 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
  • Prioritizing
  • Productivity Reporting
  • Project Tracking
  • Projections
  • Real Time Monitoring
  • Real Time Notifications
  • Real Time Reporting
  • 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 features10
  • API
  • Access Control
  • Accounting Integration
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Appointment Management
  • Assignment Management
  • Automated Sales
  • Business Intelligence
  • CRM Integration
  • Calendar Management
  • Calendar Sync with Google
  • Call Transfer
  • Categorization
  • Client Management
  • Collaboration Tools
  • Commenting
  • Conferencing
  • 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
  • Design 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
  • Prioritizing
  • Productivity Reporting
  • Project Tracking
  • Projections
  • Real Time Monitoring
  • Real Time Notifications
  • Real Time Reporting
  • 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 integrations30
  • 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. Velocify

See how Capsule and Velocify 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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