Capsule CRM vs Apptivo (2024 Comparison)
Capsule CRM offers a user-friendly interface and seamless integrations, making it an ideal choice for small businesses. Its affordable pricing and essential features help streamline customer relationship management.
- User-friendly interface for easy navigation.
- Seamless integration with popular tools.
- Affordable pricing for small businesses.
- Limited project management features.
- Basic invoicing capabilities.
Free plan?
YesStarting price
$18 per month per user
Apptivo provides a comprehensive CRM solution with advanced project management and robust customization options. It's perfect for businesses seeking a versatile and scalable platform to manage their operations.
- Comprehensive CRM solution for all sizes.
- Advanced project management features.
- Robust customization options.
- Slight learning curve for new users.
- Higher pricing for premium features.
Free plan?
YesStarting price
$20 per month per userWhat is Capsule CRM?
Capsule CRM is a user-friendly customer relationship management tool designed to help businesses manage their customer interactions and sales processes efficiently. It offers a clean interface and essential features like contact management, sales tracking, and task management. Capsule CRM is particularly beneficial for small to medium-sized businesses looking to streamline their operations and improve customer relationships. With its integration capabilities, it seamlessly connects with other tools, making it a versatile choice for businesses aiming to enhance productivity and customer engagement.
What is Apptivo?
Apptivo is a comprehensive CRM solution that caters to businesses of all sizes, offering a wide range of features to manage customer relationships, sales, and marketing efforts. It provides tools for lead management, project management, and invoicing, making it a versatile platform for businesses looking to streamline their operations. Apptivo's customizable interface and robust integration options allow users to tailor the software to their specific needs, enhancing efficiency and productivity. It's an ideal choice for businesses seeking a scalable and flexible CRM solution.
Pros and Cons of Capsule CRM vs Apptivo
Pros & Cons of Capsule CRM
- Capsule CRM offers a user-friendly interface that makes it easy for users to navigate and manage their customer data efficiently. This simplicity is particularly beneficial for small businesses looking to streamline their operations.
- With Capsule CRM, you can easily integrate with popular tools like Google Workspace and Mailchimp, enhancing its functionality and versatility. This makes it a great choice for businesses that rely on multiple software solutions.
- Capsule CRM offers competitive pricing plans that are affordable for small to medium-sized businesses. This makes it an attractive option for businesses looking to manage their customer relationships without breaking the bank.
- Capsule CRM offers basic project management features, which may not be sufficient for businesses with complex project management needs. If you require more advanced project management capabilities, you may need to look elsewhere.
- Capsule CRM provides basic invoicing features, which may not be suitable for businesses with more advanced invoicing needs. If you require more comprehensive invoicing capabilities, you may need to consider other options.
Pros & Cons of Apptivo
- Apptivo offers a comprehensive CRM solution that caters to businesses of all sizes. With its wide range of features, it can handle various aspects of your business, making it a versatile choice for growing organizations.
- Apptivo provides advanced project management features, including Gantt charts and resource allocation. This makes it an ideal choice for businesses with complex project management needs, allowing for efficient project planning and execution.
- Apptivo offers robust customization options, allowing users to tailor the software to their specific needs. With custom fields and workflows, businesses can create a personalized CRM experience that aligns with their unique requirements.
- Apptivo's extensive feature set may present a slight learning curve for new users. However, with time and practice, users can fully leverage its capabilities to enhance their business operations.
- Apptivo's premium features come at a higher price point, which may not be suitable for businesses with limited budgets. However, the investment can be justified by its extensive functionality and scalability.
Capsule CRM vs Apptivo: At A Glance
Value to Price
Capsule CRM offers a competitive pricing structure that aligns well with its feature set, making it a cost-effective choice for small to medium-sized businesses. Apptivo, on the other hand, provides a broader range of features at a slightly higher price point, which can be justified by its extensive functionality. If you're looking for a budget-friendly option with essential CRM features, Capsule CRM is a great choice. However, if you need a more comprehensive solution with advanced capabilities, Apptivo might be worth the investment.
Ease of Use
Capsule CRM is known for its intuitive interface, making it easy for users to navigate and manage their customer data efficiently. Apptivo also offers a user-friendly experience, but its extensive feature set may require a bit of a learning curve for new users. If you prioritize simplicity and ease of use, Capsule CRM is the better option. However, if you're willing to invest time in learning a more feature-rich platform, Apptivo can offer greater flexibility.
Functionality
Capsule CRM provides essential CRM functionalities such as contact management, sales tracking, and task management, which are ideal for small to medium-sized businesses. Apptivo, however, goes beyond basic CRM features, offering tools for project management, invoicing, and more. If your business requires a simple CRM solution, Capsule CRM is sufficient. But if you need a multifunctional platform that can handle various aspects of your business, Apptivo is the better choice.
Scalability
Capsule CRM is designed to grow with your business, offering scalable solutions that can accommodate increasing customer data and sales processes. Apptivo, with its extensive range of features, is also highly scalable, making it suitable for businesses of all sizes. If you're a small business planning to expand, Capsule CRM provides a solid foundation. However, if you're a larger organization with complex needs, Apptivo's scalability and flexibility make it a more suitable option.
Integrations
Capsule CRM offers seamless integration with popular tools like Google Workspace, Mailchimp, and more, enhancing its functionality and versatility. Apptivo also provides robust integration options, allowing users to connect with various third-party applications. If you rely heavily on specific integrations, both tools offer excellent options. However, Apptivo's broader range of integrations may provide more flexibility for businesses with diverse software needs.
Customer Support
Capsule CRM offers reliable customer support through email and online resources, ensuring users have access to assistance when needed. Apptivo provides similar support options, with additional phone support for premium plans. If you value responsive customer support, both tools deliver satisfactory service. However, Apptivo's phone support option may be beneficial for businesses that require immediate assistance.
Security
Capsule CRM prioritizes data security with features like encryption and regular backups, ensuring customer information is protected. Apptivo also emphasizes security, offering similar measures to safeguard data. If security is a top concern, both tools provide robust protection. However, Apptivo's additional security features, such as role-based access control, may offer an extra layer of security for businesses with sensitive data.
Overall Rating
Capsule CRM is a solid choice for small to medium-sized businesses seeking a straightforward CRM solution with essential features. Apptivo, with its extensive functionality and scalability, is ideal for businesses looking for a comprehensive CRM platform. If you're a small business with basic CRM needs, Capsule CRM is a reliable option. However, if you require a more versatile and scalable solution, Apptivo is the better choice.
Capsule CRM vs Apptivo: A Detailed Breakdown of Key Features
Contact Management
Capsule CRM excels in contact management with its intuitive interface and easy-to-use features. It allows you to store and organize customer information efficiently, making it a great choice for businesses that prioritize simplicity. Apptivo, on the other hand, offers more advanced contact management features, including customizable fields and detailed contact history. If you need a straightforward solution for managing contacts, Capsule CRM is ideal. However, if you require more advanced contact management capabilities, Apptivo is the better option.
Sales Tracking
Capsule CRM provides effective sales tracking tools that help businesses monitor their sales pipeline and track progress. It's a reliable option for small to medium-sized businesses looking to improve their sales processes. Apptivo offers more comprehensive sales tracking features, including advanced reporting and analytics. If you're looking for a simple sales tracking solution, Capsule CRM is sufficient. However, if you need more detailed insights into your sales performance, Apptivo is the better choice.
Task Management
Capsule CRM offers basic task management features that allow users to create and assign tasks easily. It's a suitable option for businesses that need a simple task management solution. Apptivo, however, provides more advanced task management capabilities, including task dependencies and project timelines. If you require a straightforward task management tool, Capsule CRM is a good choice. But if you need more advanced features for managing complex projects, Apptivo is the better option.
Project Management
Capsule CRM offers limited project management features, making it more suitable for businesses with basic project management needs. Apptivo, on the other hand, provides a comprehensive project management module with features like Gantt charts and resource allocation. If your business requires a simple project management tool, Capsule CRM is adequate. However, if you need a more robust project management solution, Apptivo is the better choice.
Invoicing
Capsule CRM offers basic invoicing features, allowing users to create and send invoices easily. It's a suitable option for businesses with simple invoicing needs. Apptivo, however, provides more advanced invoicing capabilities, including recurring invoices and payment tracking. If you require a straightforward invoicing solution, Capsule CRM is a good choice. But if you need more advanced invoicing features, Apptivo is the better option.
Customization
Capsule CRM offers a decent level of customization, allowing users to tailor the software to their specific needs. It's a suitable option for businesses that require basic customization options. Apptivo, however, provides more extensive customization capabilities, including custom fields and workflows. If you need a simple customization solution, Capsule CRM is adequate. But if you require more advanced customization options, Apptivo is the better choice.
Pricing Comparison of Capsule CRM and Apptivo
We’ve compiled the pricing tables and highlighted the key features of both Capsule CRM and Apptivo to aid in your decision-making process. Let’s explore what each platform has to offer.
Capsule CRM Pricing Plans
- Basic CRM functionalities to manage contacts efficiently.
- No cost involved, ideal for startups or freelancers.
- Simple and straightforward CRM solution.
- Easy transition from spreadsheets to CRM.
- Email templates to streamline communication.
- AI-powered email assistant for high-converting emails.
- Shared mailbox for team collaboration.
- Premium integrations with tools like Xero and Zendesk.
- Workflow automations for efficient sales processes.
- Advanced sales reporting for better insights.
- Multiple sales pipelines for diverse projects.
- Project management with kanban-style boards.
- Multiple project boards for complex project management.
- Contact enrichment for detailed contact profiles.
- Custom fields and tags for tailored CRM experience.
- Enhanced targeting with up-to-date contact information.
- Dedicated account manager for personalized support.
- Custom training for team onboarding.
- Ongoing priority support for immediate assistance.
- Manage pipelines and projects at scale.
Apptivo Pricing Plans
- Customize up to 100 fields per app for tailored data management.
- Integrate with third-party services for enhanced functionality.
- Access 24x7 support for uninterrupted assistance.
- Utilize 25 workflows to automate routine tasks.
- Customize up to 250 fields per app for detailed data capture.
- Utilize 75 workflows to streamline business processes.
- Create 25 custom dashboards for insightful data visualization.
- Send up to 3000 emails per user per month for marketing.
- Customize up to 350 fields per app for advanced data management.
- Utilize 150 workflows for complex automation needs.
- Create 50 custom dashboards for detailed reporting.
- Send up to 5000 emails per user per month for campaigns.
- Customize up to 500 fields per app for comprehensive data handling.
- Utilize 300 workflows for extensive automation.
- Create 100 custom dashboards for in-depth analysis.
- Receive dedicated account management for personalized support.
Our Rating Methodology
We thoroughly evaluate each CRM tool, focusing on key aspects like functionality, scalability, and ease of use. By analyzing user feedback and conducting in-depth testing, we ensure our recommendations align with your business needs. Each factor is weighted to provide an accurate final rating, helping you make informed decisions.
Capsule CRM or Apptivo: Which One Matches Your Business Needs?
Choose Capsule CRM If You Need ...
- User-friendly CRM solution
If you are a small business owner looking for a **user-friendly CRM solution** with essential features, Capsule CRM is an excellent choice. Its intuitive interface and seamless integrations make it easy to manage customer relationships efficiently.
- Affordable CRM for small businesses
If you are a small business with a limited budget, Capsule CRM offers an **affordable CRM solution** that provides great value for money. Its competitive pricing and essential features make it a cost-effective choice for managing customer relationships.
Choose Apptivo If You Need ...
- Comprehensive CRM for all sizes
If you are a growing business looking for a **comprehensive CRM solution** that can handle various aspects of your operations, Apptivo is the ideal choice. Its extensive feature set and scalability make it suitable for businesses of all sizes.
- Advanced project management features
If you require **advanced project management features** to efficiently plan and execute complex projects, Apptivo is the better option. Its robust project management capabilities, including Gantt charts and resource allocation, make it a valuable tool for businesses with complex needs.
Frequently Asked Questions
Which CRM is better for small businesses, Capsule CRM or Apptivo?
Does Apptivo offer more features than Capsule CRM?
Is Capsule CRM easy to use?
Can Apptivo handle complex project management?
Which CRM offers better integration options?
Is Apptivo more expensive than Capsule CRM?
Anastasia Belyh
Anastasia Belyh is a senior tech writer with over 15 years of experience in marketing, sales, and business software. Having worked in investment banking, management consulting, and founded multiple companies, her in-depth knowledge and hands-on expertise make her software reviews authoritative, trustworthy, and highly practical for business decision-makers.
