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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Capsule CRM

    Score8.3 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

    EOXS ERP

    Score9 out of 10
    N/AEOXS embodies the philosophy of “Steel Meeting Technology” giving steel business the boost it deserves. The vendor states their mission is to empower SMB enterprises on their journey to digital transformation. By delivering business solutions that explain complex problems in a beautifully uncomplicated way. EOXS's ERP is a customizable business software solution. That was curated considering the lack of digitalization of steel businesses having great reliance on spreadsheets. It's a business…N/A
    Pricing
    Capsule CRMEOXS ERP
    Editions & Modules
    Professional
    $18
    per month per user
    Teams
    $36
    per month per user
    Enterprise
    $54
    per month per user
    No answers on this topic
    Offerings
    Pricing Offerings
    Capsule CRMEOXS ERP
    Free Trial
    YesNo
    Free/Freemium Version
    YesNo
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details——
    More Pricing Information
    Community Pulse
    Capsule CRMEOXS ERP
    Considered Both Products
    Zestia
    No answer on this topic
    EOXS
    No answer on this topic
    Key User Insights
    Would buy again
    100%
    Would buy again
    5 Answers
    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
    100%
    Happy with the feature set
    5 Answers
    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
    100%
    Implementation went as expected
    5 Answers
    No answers on this topic
    Features
    Capsule CRMEOXS ERP
    Sales Force Automation
    Comparison of Sales Force Automation features of Capsule CRM and EOXS ERP
    Feature
    Capsule CRM
    7.1
    16 Ratings
    8% below category average
    EOXS ERP
    -
    Ratings
    Customer data management / contact management8.016 Ratings00 Ratings
    Workflow management7.014 Ratings00 Ratings
    Territory management6.09 Ratings00 Ratings
    Opportunity management8.016 Ratings00 Ratings
    Integration with email client (e.g., Outlook or Gmail)8.015 Ratings00 Ratings
    Contract management8.013 Ratings00 Ratings
    Quote & order management6.012 Ratings00 Ratings
    Interaction tracking7.014 Ratings00 Ratings
    Channel / partner relationship management6.012 Ratings00 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of Capsule CRM and EOXS ERP
    Feature
    Capsule CRM
    8.4
    10 Ratings
    11% above category average
    EOXS ERP
    -
    Ratings
    Case management8.68 Ratings00 Ratings
    Call center management8.17 Ratings00 Ratings
    Help desk management8.58 Ratings00 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of Capsule CRM and EOXS ERP
    Feature
    Capsule CRM
    8.5
    12 Ratings
    11% above category average
    EOXS ERP
    -
    Ratings
    Lead management8.011 Ratings00 Ratings
    Email marketing9.010 Ratings00 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Capsule CRM and EOXS ERP
    Feature
    Capsule CRM
    7.7
    15 Ratings
    1% above category average
    EOXS ERP
    -
    Ratings
    Task management9.013 Ratings00 Ratings
    Billing and invoicing management7.011 Ratings00 Ratings
    Reporting7.013 Ratings00 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of Capsule CRM and EOXS ERP
    Feature
    Capsule CRM
    7.0
    15 Ratings
    8% below category average
    EOXS ERP
    -
    Ratings
    Forecasting7.013 Ratings00 Ratings
    Pipeline visualization8.015 Ratings00 Ratings
    Customizable reports6.012 Ratings00 Ratings
    Customization
    Comparison of Customization features of Capsule CRM and EOXS ERP
    Feature
    Capsule CRM
    7.4
    14 Ratings
    1% below category average
    EOXS ERP
    8.7
    2 Ratings
    14% above category average
    Custom fields7.014 Ratings00 Ratings
    Custom objects6.012 Ratings00 Ratings
    Scripting environment8.68 Ratings00 Ratings
    API for custom integration8.010 Ratings8.52 Ratings
    Plug-ins00 Ratings9.02 Ratings
    Security
    Comparison of Security features of Capsule CRM and EOXS ERP
    Feature
    Capsule CRM
    9.0
    12 Ratings
    8% above category average
    EOXS ERP
    8.5
    2 Ratings
    4% above category average
    Single sign-on capability9.011 Ratings8.02 Ratings
    Role-based user permissions9.012 Ratings9.02 Ratings
    Social CRM
    Comparison of Social CRM features of Capsule CRM and EOXS ERP
    Feature
    Capsule CRM
    7.0
    13 Ratings
    5% below category average
    EOXS ERP
    -
    Ratings
    Social data7.013 Ratings00 Ratings
    Social engagement7.012 Ratings00 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of Capsule CRM and EOXS ERP
    Feature
    Capsule CRM
    7.5
    12 Ratings
    2% above category average
    EOXS ERP
    -
    Ratings
    Marketing automation8.012 Ratings00 Ratings
    Compensation management7.010 Ratings00 Ratings
    Platform
    Comparison of Platform features of Capsule CRM and EOXS ERP
    Feature
    Capsule CRM
    8.0
    13 Ratings
    9% above category average
    EOXS ERP
    -
    Ratings
    Mobile access8.013 Ratings00 Ratings
    Payroll Management
    Comparison of Payroll Management features of Capsule CRM and EOXS ERP
    Feature
    Capsule CRM
    -
    Ratings
    EOXS ERP
    8.5
    2 Ratings
    17% above category average
    Pay calculation00 Ratings7.52 Ratings
    Benefit plan administration00 Ratings8.02 Ratings
    Direct deposit files00 Ratings8.02 Ratings
    Reporting & Analytics
    Comparison of Reporting & Analytics features of Capsule CRM and EOXS ERP
    Feature
    Capsule CRM
    -
    Ratings
    EOXS ERP
    8.8
    2 Ratings
    20% above category average
    Dashboards00 Ratings10.02 Ratings
    Standard reports00 Ratings8.02 Ratings
    Custom reports00 Ratings8.52 Ratings
    General Ledger and Configurable Accounting
    Comparison of General Ledger and Configurable Accounting features of Capsule CRM and EOXS ERP
    Feature
    Capsule CRM
    -
    Ratings
    EOXS ERP
    8.3
    2 Ratings
    7% above category average
    Accounts payable00 Ratings8.52 Ratings
    Accounts receivable00 Ratings7.52 Ratings
    Global Financial Support00 Ratings8.02 Ratings
    Primary and Secondary Ledgers00 Ratings8.02 Ratings
    Journals and Reconciliations00 Ratings9.02 Ratings
    Configurable Accounting00 Ratings8.52 Ratings
    Standardized Processes00 Ratings8.52 Ratings
    Inventory Management
    Comparison of Inventory Management features of Capsule CRM and EOXS ERP
    Feature
    Capsule CRM
    -
    Ratings
    EOXS ERP
    8.1
    2 Ratings
    3% above category average
    Inventory tracking00 Ratings8.02 Ratings
    Automatic reordering00 Ratings8.52 Ratings
    Location management00 Ratings7.52 Ratings
    Order Management
    Comparison of Order Management features of Capsule CRM and EOXS ERP
    Feature
    Capsule CRM
    -
    Ratings
    EOXS ERP
    8.2
    2 Ratings
    4% above category average
    Pricing00 Ratings7.52 Ratings
    Order entry00 Ratings8.52 Ratings
    Credit card processing00 Ratings8.02 Ratings
    Cost of goods sold00 Ratings8.02 Ratings
    Order Orchestration00 Ratings8.02 Ratings
    Subledger and Financial Process
    Comparison of Subledger and Financial Process features of Capsule CRM and EOXS ERP
    Feature
    Capsule CRM
    -
    Ratings
    EOXS ERP
    8.5
    2 Ratings
    13% above category average
    Billing Management00 Ratings9.52 Ratings
    Cash and Asset Management00 Ratings7.52 Ratings
    Travel & Expense Management00 Ratings7.52 Ratings
    Budgetary Control & Encumbrance Accounting00 Ratings9.02 Ratings
    Period Close00 Ratings7.52 Ratings
    Project Financial Management
    Comparison of Project Financial Management features of Capsule CRM and EOXS ERP
    Feature
    Capsule CRM
    -
    Ratings
    EOXS ERP
    8.2
    2 Ratings
    7% above category average
    Budgeting and Forecasting00 Ratings9.02 Ratings
    Project Costing00 Ratings8.02 Ratings
    Cost Capture00 Ratings8.52 Ratings
    Capital Project Management00 Ratings8.02 Ratings
    Customer Contract Compliance00 Ratings8.02 Ratings
    Project Revenue Recognition00 Ratings8.02 Ratings
    Project Execution Management
    Comparison of Project Execution Management features of Capsule CRM and EOXS ERP
    Feature
    Capsule CRM
    -
    Ratings
    EOXS ERP
    8.8
    2 Ratings
    24% above category average
    Project Planning and Scheduling00 Ratings7.52 Ratings
    Task Insight for Project Managers00 Ratings9.02 Ratings
    Project Mobile Functionality00 Ratings9.02 Ratings
    Definable Resource Pools00 Ratings9.52 Ratings
    Grants Management
    Comparison of Grants Management features of Capsule CRM and EOXS ERP
    Feature
    Capsule CRM
    -
    Ratings
    EOXS ERP
    8.3
    2 Ratings
    11% above category average
    Award Lifecycle Management00 Ratings8.52 Ratings
    Procurement
    Comparison of Procurement features of Capsule CRM and EOXS ERP
    Feature
    Capsule CRM
    -
    Ratings
    EOXS ERP
    8.6
    2 Ratings
    21% above category average
    Bids Analyzed and Compared00 Ratings9.02 Ratings
    Contract Authoring00 Ratings8.52 Ratings
    Contract Repository00 Ratings7.02 Ratings
    Requisitions-to-Purchase Orders Integrated00 Ratings9.52 Ratings
    Supplier Management00 Ratings9.02 Ratings
    Risk Management
    Comparison of Risk Management features of Capsule CRM and EOXS ERP
    Feature
    Capsule CRM
    -
    Ratings
    EOXS ERP
    9.1
    2 Ratings
    33% above category average
    Risk Repository00 Ratings8.52 Ratings
    Control Management00 Ratings9.52 Ratings
    Control Efficiency Assessments00 Ratings9.02 Ratings
    Issue Detection00 Ratings10.02 Ratings
    Remediation and Certification00 Ratings8.52 Ratings
    Logistics
    Comparison of Logistics features of Capsule CRM and EOXS ERP
    Feature
    Capsule CRM
    -
    Ratings
    EOXS ERP
    8.7
    2 Ratings
    26% above category average
    Transportation Planning and Optimization00 Ratings9.02 Ratings
    Transportation Execution Management00 Ratings9.02 Ratings
    Trade and Customs Management00 Ratings8.52 Ratings
    Fulfillment Management00 Ratings8.52 Ratings
    Warehouse Workforce Management00 Ratings8.02 Ratings
    Manufacturing
    Comparison of Manufacturing features of Capsule CRM and EOXS ERP
    Feature
    Capsule CRM
    -
    Ratings
    EOXS ERP
    8.4
    2 Ratings
    12% above category average
    Production Process Design00 Ratings8.52 Ratings
    Production Management00 Ratings8.52 Ratings
    Configuration Management00 Ratings8.52 Ratings
    Work Execution00 Ratings8.02 Ratings
    Manufacturing Costs00 Ratings9.52 Ratings
    Supply Chain
    Comparison of Supply Chain features of Capsule CRM and EOXS ERP
    Feature
    Capsule CRM
    -
    Ratings
    EOXS ERP
    8.6
    2 Ratings
    19% above category average
    Forecasting00 Ratings9.02 Ratings
    Inventory Planning00 Ratings8.02 Ratings
    Performance Monitoring00 Ratings9.52 Ratings
    Product Lifecycle Management
    Comparison of Product Lifecycle Management features of Capsule CRM and EOXS ERP
    Feature
    Capsule CRM
    -
    Ratings
    EOXS ERP
    9.1
    2 Ratings
    24% above category average
    Proposal Management00 Ratings9.52 Ratings
    Product Master Data Management00 Ratings9.02 Ratings
    Best Alternatives
    Capsule CRMEOXS ERP
    Small Businesses
    Salesflare
    Score6 out of 10
    Zoho One
    Score8.9 out of 10
    Medium-sized Companies
    Zendesk Sell
    Score8.8 out of 10
    Zoho One
    Score8.9 out of 10
    Enterprises
    Daylite
    Score7.6 out of 10
    Microsoft Dynamics AX (discontinued)
    Score9.1 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Capsule CRMEOXS ERP
    Likelihood to Recommend
    8.0
    (16 ratings)
    9.0
    (2 ratings)
    Usability
    8.6
    (4 ratings)
    10.0
    (2 ratings)
    Support Rating
    8.6
    (4 ratings)
    9.5
    (2 ratings)
    User Testimonials
    Capsule CRMEOXS ERP
    Likelihood to Recommend
    Zestia
    It is difficult to beat the simplicity of use and design of Capsule CRM. Add to the fact that they offer the best free plan which is great to sign up our clients with so that they can see how valuable having a CRM is. Getting newbies to use CRM with ease helps us with our CRM projects and to sign up more clients seamlessly. Hence, it is perfect place to start with for a small business. Based on feedback from clients, who already have some premium apps to manage their sales and work orders, it can get tricky to integrate them with Capsule CRM and hence it's not that favourable in the complex IT solution use case for specific clients. Support is through messages only and it can get a bit frustating if one is in a hurry to get the setup done. It's preferred to take your time and raise support tickets as and when necessary.
    Incentivized
    Read full review
    EOXS
    I've just started to explore EOXS and I am blown away by how robust this software is. It has everything you need to stay on top of your HR, accounting, and client management. I'm looking forward to where this company is going and am excited about its roadmap.
    The team behind EOXS seems very passionate about creating a great experience for all of its users. They are quick to answer questions and provide support.
    Read full review
    Pros
    Zestia
    • Capsule is very easy to use. You can just jump in and learn as you go. There are advantages to really learning the ins and outs, but for those who aren't sold on a CRM to begin with it's good for just getting them started. It is what you make of it--you can use the most basic features or really dive in to the many functionalities.
    • The UI is clean and intuitive. We don't get easily overwhelmed while using it.
    • Capsule has a very robust contact management system. It allows for the generation of very specific lists within existing contacts, which is good if the user has to keep track of thousands of individuals and companies. There is a tagging feature that is great for further organizing contacts.
    • I like that there is a simple workflow option. I encourage the sales guys to make use of this "Tracks" feature, and they often do (but if they don't, it's not the end of the world, which is nice). It provides custom sets of tasks that are created as soon as you start an opportunity or a case.
    • Capsule has a LOT of integrations, which is great if you're looking to expand what you do with your CRM. We got Capsule just to keep track of the sales pipeline, but now that everyone's on board with the concept of a CRM (they weren't sold at first!) we can look into implementing more robust programs that can "talk to" Capsule.
    Read full review
    EOXS
    No answers on this topic
    Cons
    Zestia
    • Its integration with Mail chimp is not smooth. Also, it does not allow to list contacts alphabetically which is a great downside of this tool. It does not contain some essential marketing features.
    • It needs to improve the user interface and make it more productive especially on the calendar view.
    • The contact sorting is quite disappointing. It would be nice if it allows users to set screen filters.
    Read full review
    EOXS
    No answers on this topic
    Usability
    Zestia
    As a well-rounded business tool, Capsule CRM is an excellent choice. It fulfills our requirements and aids in the operation of our business. One of the most effective tools for managing our business solutions and supply chains is adding this tool to our system to see the fantastic results of effective management. Capsule CRM could try and see what they're offering to get the best results.
    Read full review
    EOXS
    Overall a positive experience, with constant and rapid improvements and new features! The software is full-featured and priced well when compared to older alternatives. The team at EOXS is very responsive
    Read full review
    Support Rating
    Zestia
    Capsule CRM is the best application in allocating the problems and reasons for any project drawback. Your solution will be there within seconds. It controls business empowerment with its authentic approach and we can use this application without any problem. Our employees are on a single platform and we can decide and implement things at once. There is no need to wait for any meeting, as everything is just a click away. Our promotions are technical and easy to understand for clients and they can communicate well to deliver their ideas.
    Incentivized
    Read full review
    EOXS
    They are quick to answer questions and provide support
    Read full review
    Alternatives Considered
    Zestia
    We chose Capsule CRM over Zoho CRM due to the various modules that it would take for Zoho CRM to work for our firm. Additional Zoho modules would have been needed (Zoho CRM and Projects) to make it work for us which in turn requires additional management. With Capsule CRM, there was only one app that needed to be integrated within our app ecosystem
    Incentivized
    Read full review
    EOXS
    No answers on this topic
    Return on Investment
    Zestia
    • It's enabled us to have a cloud-based live database, rather than living off spreadsheets or an antiquated Access database
    • It's hard to really quantify ROI on a small startup, but it's been very helpful to have a small scale but powerful CRM as we grow the company.
    • Since we don't use it entirely as it's intended, the terminology and shortcuts are a bit confusing.
    Incentivized
    Read full review
    EOXS
    No answers on this topic
    ScreenShots

    Capsule CRM Screenshots

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