TrustRadius: an HG Insights company

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Capsule CRM

    Score8.2 out of 10
    N/ACapsule is a CRM solution for businesses of up to 1,000 employees. The vendor boasts over 10,000 businesses globally as customers, who choose it as the platform to deliver success across their sales and customer facing teams. Capsule is presented as easy to use and quick to adopt. It also integrates with a growing range of popular apps, including Google G Suite, QuickBooks, MailChimp and Zapier. A free trial is available, and paid plans are available from $18 per user, per month.

    $18

    per month per user

    Insightly

    Score7.4 out of 10
    N/AInsightly is presented as a modern, affordable CRM that is easy to use, simple to customize, and that scales with companies as they grow, designed to solve common pain points that legacy CRMs can't. Available in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly has more than a million users worldwide.

    $348

    per year per user

    Pricing
    Capsule CRMInsightly
    Editions & Modules
    Professional
    $18
    per month per user
    Teams
    $36
    per month per user
    Enterprise
    $54
    per month per user
    Plus
    $29
    per month (billed annually) per user
    Professional
    $49
    per month (billed annually) per user
    Enterprise
    $99
    per month (billed annually) per user
    Offerings
    Pricing Offerings
    Capsule CRMInsightly
    Free Trial
    YesYes
    Free/Freemium Version
    YesNo
    Premium Consulting/Integration Services
    NoYes
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details——
    More Pricing Information
    Community Pulse
    Capsule CRMInsightly
    Considered Both Products
    Zestia
    Chose Capsule CRM
    Salesforce was a complete failure for us because it did way too much. The learning curve was too steep, it was too expensive, and it didn't fit us overall (we're a very small business).
    Insightly was clumsy and didn't have the flexibility (and huge amount of integrations) that …
    Unbounce
    Chose Insightly
    Insightly was selected for its ease of use and wealth of integrations. Additionally, its pricing was a lot more favorable than some of its competitors. Overall, I think that Insightly is better suited for smaller teams.
    Incentivized
    Chose Insightly
    • Capsule - Insightly is a far more superior product, Capsule is just a glorified phone book (at least at the time when we had a look)
    • Wrike - Much better and easy to use project management, has Gantt charts, easy to create tasks on the fly, easy to add images and files to tasks. …
    Incentivized
    Chose Insightly
    For me, Insightly works for the Basic price point subscription (lucky to have been on this subscription level before they closed it to new customers). Also, like the Gmail interface and the ability to manage both sales and projects.
    Incentivized
    Chose Insightly
    Looked at other products like Capsule but none had the level of integration with Google Apps that insightly has.
    Incentivized
    Key User Insights
    Would buy again
    No answers on this topic
    No answers on this topic
    Delivers good value for the price
    No answers on this topic
    No answers on this topic
    Happy with the feature set
    No answers on this topic
    No answers on this topic
    Lived up to sales and marketing promises
    No answers on this topic
    No answers on this topic
    Implementation went as expected
    No answers on this topic
    No answers on this topic
    Features
    Capsule CRMInsightly
    Sales Force Automation
    Comparison of Sales Force Automation features of Capsule CRM and Insightly
    Feature
    Capsule CRM
    7.1
    16 Ratings
    Insightly
    7.3
    400 Ratings
    Customer data management / contact management8.016 Ratings8.6383 Ratings
    Workflow management7.014 Ratings6.6351 Ratings
    Territory management6.09 Ratings6.874 Ratings
    Opportunity management8.016 Ratings8.7349 Ratings
    Integration with email client (e.g., Outlook or Gmail)8.015 Ratings6.7357 Ratings
    Contract management8.013 Ratings6.521 Ratings
    Quote & order management6.012 Ratings8.364 Ratings
    Interaction tracking7.014 Ratings5.7312 Ratings
    Channel / partner relationship management6.012 Ratings7.724 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of Capsule CRM and Insightly
    Feature
    Capsule CRM
    8.4
    10 Ratings
    Insightly
    7.1
    13 Ratings
    Case management8.68 Ratings7.011 Ratings
    Call center management8.17 Ratings7.28 Ratings
    Help desk management8.58 Ratings7.19 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of Capsule CRM and Insightly
    Feature
    Capsule CRM
    8.5
    12 Ratings
    Insightly
    4.9
    312 Ratings
    Lead management8.011 Ratings5.3298 Ratings
    Email marketing9.010 Ratings4.4245 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Capsule CRM and Insightly
    Feature
    Capsule CRM
    7.7
    15 Ratings
    Insightly
    6.2
    385 Ratings
    Task management9.013 Ratings6.3374 Ratings
    Billing and invoicing management7.011 Ratings6.039 Ratings
    Reporting7.013 Ratings6.4321 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of Capsule CRM and Insightly
    Feature
    Capsule CRM
    7.0
    15 Ratings
    Insightly
    7.5
    343 Ratings
    Forecasting7.013 Ratings7.092 Ratings
    Pipeline visualization8.015 Ratings8.0321 Ratings
    Customizable reports6.012 Ratings7.4307 Ratings
    Customization
    Comparison of Customization features of Capsule CRM and Insightly
    Feature
    Capsule CRM
    7.4
    14 Ratings
    Insightly
    6.2
    345 Ratings
    Custom fields7.014 Ratings6.4344 Ratings
    Custom objects6.012 Ratings6.1105 Ratings
    Scripting environment8.68 Ratings6.86 Ratings
    API for custom integration8.010 Ratings5.5178 Ratings
    Security
    Comparison of Security features of Capsule CRM and Insightly
    Feature
    Capsule CRM
    9.0
    12 Ratings
    Insightly
    8.0
    295 Ratings
    Single sign-on capability9.011 Ratings7.8262 Ratings
    Role-based user permissions9.012 Ratings8.2197 Ratings
    Social CRM
    Comparison of Social CRM features of Capsule CRM and Insightly
    Feature
    Capsule CRM
    7.0
    13 Ratings
    Insightly
    7.4
    90 Ratings
    Social data7.013 Ratings6.825 Ratings
    Social engagement7.012 Ratings8.078 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of Capsule CRM and Insightly
    Feature
    Capsule CRM
    7.5
    12 Ratings
    Insightly
    6.0
    146 Ratings
    Marketing automation8.012 Ratings6.9146 Ratings
    Compensation management7.010 Ratings5.14 Ratings
    Platform
    Comparison of Platform features of Capsule CRM and Insightly
    Feature
    Capsule CRM
    8.0
    13 Ratings
    Insightly
    4.7
    310 Ratings
    Mobile access8.013 Ratings4.7310 Ratings
    User Ratings
    Capsule CRMInsightly
    Likelihood to Recommend
    8.0
    (16 ratings)
    7.1
    (420 ratings)
    Likelihood to Renew
    -
    (0 ratings)
    9.2
    (33 ratings)
    Usability
    8.6
    (4 ratings)
    7.4
    (156 ratings)
    Availability
    -
    (0 ratings)
    9.0
    (6 ratings)
    Performance
    -
    (0 ratings)
    7.9
    (25 ratings)
    Support Rating
    8.6
    (4 ratings)
    8.9
    (34 ratings)
    In-Person Training
    -
    (0 ratings)
    9.1
    (1 ratings)
    Online Training
    -
    (0 ratings)
    9.0
    (8 ratings)
    Implementation Rating
    -
    (0 ratings)
    8.2
    (26 ratings)
    Configurability
    -
    (0 ratings)
    9.9
    (18 ratings)
    Contract Terms and Pricing Model
    -
    (0 ratings)
    8.4
    (3 ratings)
    Ease of integration
    -
    (0 ratings)
    9.0
    (10 ratings)
    Product Scalability
    -
    (0 ratings)
    9.0
    (9 ratings)
    Professional Services
    -
    (0 ratings)
    10.0
    (1 ratings)
    Vendor post-sale
    -
    (0 ratings)
    9.1
    (3 ratings)
    Vendor pre-sale
    -
    (0 ratings)
    7.8
    (3 ratings)