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Capsule CRM vs CRMnext

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Our analysts compared Capsule CRM vs CRMnext based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

Overview Pricing Benefits & Features User Ratings Analyst Summary Screenshots
Capsule CRM Software Tool
CRMnext Software Tool
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Product Basics

Capsule CRM is a cloud-based solution for small to medium businesses. It helps foster customer relationships with features like email marketing, website personalization, social media service, automated reminders and more. Organizations can enter basic contact information, pipelines, goals and budgets and start building an in-depth, personalized pipeline with full access to customer details.
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CRMNext leverages integrated technology to create an easy-to-use interface for financial institutions. It simplifies work, drives growth and delivers results with features such as sales force automation, service management, lead management, forecasting, an autoflow designer and workflow management.

It also provides real-time integration, a business decision engine, sales planning, cross-selling intelligence, machine learning, analytics and more. It’s easily customizable and suitable for users without much technical knowledge. SaaS, private cloud and on-premise deployment are available.
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$18/User, Monthly
Free Trial is available →
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Tailored to your specific needs
$15/User, Monthly, Freemium
Free Trial is available →
Get a free price quote
Tailored to your specific needs
Small 
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Medium 
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Large 
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Small 
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Medium 
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Large 
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Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • Cloud Hosting: Eliminates downtime and lagging due to updates, while gaining easy access to the latest version online with a seamless sync of data and activities. 
  • Mobile Accessibility: Enable remote task management with accessibility on all mobile devices and tablets through native iOS and Android apps. 
  • Integrations: Connect with over 50 pre-built NHS integrations with solutions for customer support, email marketing, accounting and more. An open API creates add-on services and integrates with other applications as needed. 
  • Data Safety: Ensure data safety through SSL-encrypted servers hosted in Amazon’s data centers. Periodic backup of data keeps information safe and secure. 
  • Dashboard: Get updates on the current status and historical trends of KPIs, such as sales opportunities and milestones, with an easy-to-read, real-time visual interface. 
  • Customization: Easily customize using fields, tags and branding options to meet business needs. Measure sales processes with quantifiable milestones for each stage of the pipeline, which in turn can be used to generate revenue forecasts. 
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  • Data Predictions: Create forecasts based on various aspects such as current pipeline, previous trends, previous forecasts and revenue, competition, economic conditions, team performance, industry trends and more. 
  • Enhanced Collaboration: Highlight critical updates, manage work and share files, links, surveys and insights. 
  • Streamlined Service: Customers can give opinions, share ideas and write feedback via a portal. Automatic routing rules capture customer requests from the website and direct them to the right team. 
  • Coaching: Access enhanced training to stay updated with industry developments and receive coaching tips for teams. 
  • User-Friendly Integration: A codeless, bi-directional suite combines existing campaign tools, models and marketing lists along with social, mobile and behavioral insights. Integrates with third-party apps for e-signature, identity verification and information services. 
  • Faster Data Collection: The Autonoma Integration Designer collates data from different applications and reduces the time for creating integration touchpoints. 
  • Targeted Marketing: Send real-time responses, personalized offers and bulk messages. Create static or dynamic lists of leads by adding members automatically based on predefined criteria. 
  • Stronger Customer Focus: Meet customer needs effectively using big data, behavioral analytics, frequency scoring and personalization. Identify data from different sources, run intelligent algorithms and generate personalized offers using machine learning. 
  • Better Performance: Set performance standards for sales, relationship activities, service effectiveness and more based on various metrics. Monitor sales pipelines and fine-tune processes with real-time insights based on business projections. 
  • Improved Call Support: Call scripts improve answers to customer queries while Dialer/IVR integration offers outbound predictive dialing, context-sensitive screen pop-ups, and integrated reporting and workflows. 
  • Updated Marketing Collateral: Access the latest material and information anytime, anywhere via a centralized library. 
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  • Contact Management: Stores and tracks information corresponding to all contacts, including opportunities, leads, vendors and customers. Contact and communication information is shareable on a company-wide, team-wide and individual level, making collaboration seamless. 
  • Document Management: Enables publishing, storing, editing and sharing documents like agreements, proposals and more via a central platform. 
  • Tasks and Calendar: Manages and tracks tasks and activities that get synced with the calendar to manage daily schedules. Routine tasks can be set on periodic repetition and processes can be defined using interlinked tasks. 
  • Sales Pipeline: Provides a complete view of the sales pipeline and manages sales opportunities by tracking critical stages, values and probabilities of closing a deal. 
  • Reports: Monitors every aspect of the sales cycle from sales data to pipeline insights and activity stats to aid data-driven decisions. Rule-based success factors support generating revenue forecasts. 
  • Teams & Roles: Allows creation of teams, lead assignment and new opportunities to designated sales representatives for project management. Managers can control access based on the user, user role, groups and more. 
  • Customer Support and Case Management: Offers a dedicated customer support portal that tracks and resolves issues. Create and share a knowledge base to address common questions by customers and manage call center activities for faster response time and higher customer satisfaction.. 
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  • Contact Management: Collates information from internal systems, third-party applications and manually captured data for viewing. Provides access to customer intel, targeted offers and behavioral insights along with profile details and editing. 
  • Account Management: Houses account details like status, balance, alerts, attachments, related transactions, activities and service requests. Also: 
    • Automates and streamlines the account opening process
    • Integrates all systems such as back-office, document management, e-signature and more.
    • Eliminates screen hopping, duplicate entries, irrelevant fields, possibility of errors, rework and potential compliance problems.
  • Lead Management: Manage end-to-end sales operations from lead capture and assignment to qualification and follow up. Supports automated allocations, qualification scripts and customized workflows. 
  • Campaign Management: Personalize, automate and execute omnichannel campaigns. Provides a drag-and-drop interface and tracks effectiveness based on time, channels and regions. 
  • Opportunity Management: Manage deals in a sales pipeline and automate lead targeting, goal tracking, customized reporting, outreach, response and lead conversion. 
  • Social Sales: Captures key insights, identifies common contacts and influencers, monitors brand mentions and conversations, offers collaboration tools, and delivers information about leads and service requests. Tracks conversations on Twitter, Facebook and LinkedIn to resolve queries and capture leads 
  • Business Process Management: Create zero touch, end-to-end customer journeys with a visual process designer that integrates a front-end UI design. Automation offers pictorial representation, collects and updates data, and creates journeys and flows based on business requirements. 
  • Referral Management: Track and manage referral programs with end-to-end integrated lead and referral process automation to convert prospects into leads. 
  • Case Management: Capture cases from multiple channels and facilitate resolution by viewing case history and past interactions. Create up to 10 complex case workflows. 
  • Feedback Management: Offers feedback automation, surveys, real-time feedback capture and service processes. 
  • Knowledge Management: A central repository provides access to descriptions, active and past cases, sales and marketing details, FAQs, troubleshooting instructions, product policy and procedures, video demos and more. Allows sharing solutions, tutorials and product updates. 
  • Quotation: Create designs, quotations and more using standard templates. 
  • Performance Management: Enables setting goals and incentives, monitoring performance, and automating reminders and escalations. 
  • Competition Management: Build and adjust strategies in real time. Gathers intelligence on losses against competitors, captures competitor wallet share and generates on-demand reports that pinpoint issues. 
  • Analytics: Offers actionable insights with a multidimensional analysis engine, an advanced business rules decision engine and AI-based algorithmic analysis. Also provides reports and dashboards, filtered data based on roles and permissions, and ad hoc reports for campaign execution. 
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Product Ranking

#27

among all
CRM Software

#425

among all
CRM Software

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User Sentiment Summary

Great User Sentiment 178 reviews
Great User Sentiment 24 reviews
88%
of users recommend this product

Capsule CRM has a 'great' User Satisfaction Rating of 88% when considering 178 user reviews from 4 recognized software review sites.

82%
of users recommend this product

CRMnext has a 'great' User Satisfaction Rating of 82% when considering 24 user reviews from 3 recognized software review sites.

5.0 (9)
n/a
4.2 (52)
3.7 (13)
4.5 (91)
n/a
n/a
5.0 (1)
n/a
4.5 (10)
4.2 (26)
n/a

Synopsis of User Ratings and Reviews

Customization: The platform’s adaptive nature and personalization options are an advantage, according to 71% of users who mention customization.
User-Friendly: It’s intuitive and automatically stores data about clients, as noted by 100% of users who reviewed this feature.
Tracking and Reporting: The solution allows custom tracking and offers robust reporting, as observed by 71% of users who mentioned these features.
Customer Service: The customer service is remarkable and offers instant support, with 60% of reviewers referencing support saying they were happy with it.
Integration: The platform integrations work seamlessly and can connect with all G Suite apps to make work easier, according to 60% of users who reviewed this feature.
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Robust Communication: All reviews on this topic state the platform supports client communications and effectively helps operational transitions.
User-Friendly: The system is easy to navigate, offers a 360-degree view and can be used without technical coding knowledge, as 75% of users specifying this aspect indicate.
Customization and Integration: The application is highly customizable and offers legacy system integrations, suggest 83% of reviews on customization and integration.
Unified Dashboard: A consolidated view with various modules like lead management, service management and activity management are linked with each other for easy operation, according to 80% of users mentioning this.
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Not Cost-Effective: Out of the total users who mentioned the cost, 60% suggested the platform gets expensive as the number of users increases.
Restricted Free Version: The free version is only meant for two users and 250 contacts, and 71% of users referencing the free version stated that it restricts functionality.
Not Mobile-Friendly: The mobile app isn’t very user-friendly and could use some updates, according to 66% of reviews mentioning the app.
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Inadequate Resources: All users who reviewed resources suggest that frequent training sessions and better content delivery could help understand the platform’s functionality better.
Performance Lacks Agility: The software rigidity hampers productivity and it functions slow at higher workloads in the experience of 80% of users.
Cumbersome Features: It would benefit from more easily operative features, according to 80% of users reviewing functionality.
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Capsule offers cloud-based tools, including customization options for fields, tags and branding. The platform has limitations in terms of marketing integrations, cost against the features offered and the free version offers limited functionality, contact records and users. However, it offers a well-versed support team along with potent tracking and reporting features that enhance the user experience. Reviews also noted its intuitive nature and G Suite integration as strengths. Businesses looking for structured sales processes with configurable milestones should consider Capsule.

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CRMNext helps companies in the finance, automobile, retail and media domains manage customer interactions more effectively through a unified dashboard, a consolidated customer view and user-friendly features. Users also say the ability to integrate with legacy systems and customize the product are notable benefits. Some major drawbacks include limited training and product resources, along with some bugs that affect productivity. It also lacks the performance and speed some users are looking for. In summary, businesses looking to automate their marketing and customer relation efforts may find this to be a good choice.

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Screenshots

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