Close vs. Capsule

Compare how Close and Capsule differ from each other and learn which option is better for your CRM needs.

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Close
9.1/10
Ease of Use
8.5/10
Support
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Capsule
8.8/10
Ease of Use
8.6/10
Support
XPricing
Entry Plan
$29
$18
Included Users
1
1
Price per Additional User
$29
$18
Free Plan
No
Yes
XSupport
Email
Yes
Yes
Chat
No
No
Phone
Yes
Yes
XFeatures
Number of Contacts
2,500
50,000
Contact Management
Yes
Yes
Website Forms
No
Yes
Bulk Emails
No
No
Shared Inbox
Yes
Yes
Email Scheduling
Yes
No
Segmentation
Yes
Yes
Custom Fields
Yes
Yes
Workflow & Approval Automation
Yes
No
Pipelines
Yes
No
Conversational Bots
No
No
Outbound Calls
Yes
Yes
XTeam Management
Maximum No. of Users
3
Unlimited
Lead Assignment
Yes
No
Roles & Permissions
Yes
No
File Sharing
No
No
Territory Management
Yes
No
Commission Management
No
No
Task Planning
Yes
No
Mobile App
No
Yes
XReporting
Data Import & Export
Yes
Yes
Email Tracking
Yes
No
Sales Insights
Yes
No
A/B Testing
Yes
No
Custom Reports
Yes
No
Contact Scorings
No
No
Sales Forecasting
No
Yes
Predictive Forecasting
No
No
XIntegrations
No. of Native Integrations
91
55
API Access
Yes
Yes
Gmail
Yes
Yes
Outlook
No
Yes
Zapier Triggers
20
4
Zapier Actions
55
14
XSecurity
SSO
No
Yes
Two-Factor Authentication
Yes
Yes
SOC 2 Compliance
No
No
GDPR Compliance
Yes
Yes
Audit Logs
No
No
Pros
  • Proactive outreach to leads and contacts in filtered, saved lists

  • Ability to collect payment

  • Ability to make outbound calls

  • Offers email templates

  • Good customer support

  • Ability to manage contracts

  • Offers email templates for quick email formulations

Cons
  • Does not offer audit logs

  • Is not SOC2 Compliant

  • Does not support managing contracts, sales orders, quotes and invoices

  • Cannot track document opening

  • Cannot process payments

  • Cannot track document opening

  • Does not support audit logs

  • Does not support lead scoring and A/B testing

  • Cannot manage and track quotes, invoices and sales orders

Frequently compared with

HubSpot CRM
ok
8.7/10
Ease of Use
8.1/10
Support
Pipedrive
ok
8.9/10
Ease of Use
8.3/10
Support
Freshsales
ok
9.1/10
Ease of Use
8.8/10
Support
Keap
ok
7.2/10
Ease of Use
5.5/10
Support
Less Annoying CRM
ok
9.8/10
Ease of Use
9.0/10
Support
Pipeline CRM
ok
8.8/10
Ease of Use
8.5/10
Support

Selecting the right CRM software is an important decision that can greatly influence the efficiency and effectiveness of your sales and customer engagement strategies. This guide aims to help you simplify the comparison between Close and Capsule, focusing on the core aspects that are crucial for optimizing your customer interactions and supporting your sales processes. Learn which CRM offers the features, pricing, and user experience that best align with your business objectives.

Identify Your CRM Needs

Before getting into the specifics of Close and Capsule, it's essential to clearly define your CRM requirements. Are you looking for a rather basic system to just manage customer contacts, or do you need a comprehensive solution capable of automating sales processes, providing detailed analytics, and integrating with your existing tech stack? Understanding your goals is critical to pinpoint which functionalities are non-negotiable for your operations.

Each CRM software, whether Close or Capsule, offers its own set of capabilities. Knowing precisely what you require will not only save you time and resources but also ensure you're not investing in unnecessary features or missing out on critical capabilities.

To make sure you don’t forget anything in your comparison, we've put together a list of key factors to evaluate when choosing a CRM software tailored to your unique needs.

Key Areas to Evaluate and Consider

  • Features: What do you expect from your CRM software and which functions should it have? Take your time to carefully evaluate your needs for contact and lead management, sales automation, customer support tools, and any individual preferences. Determine which features are crucial for your business's unique processes to avoid having to switch the software later on due to possible limitations.
  • Security: If you work with a lot of sensitive data and large customers, security can be important for you and your clients. To maintain a professional image, assess what security measures are important to you and check if both providers cover them. This may include specific compliances and features such as audit logs.
  • Integrations: The ability to seamlessly integrate with other tools and platforms you already use (e.g., email marketing software, social media channels, ecommerce platform) can significantly enhance your efficiency and data coherence.
  • Reporting: Robust reporting and analytics features can provide insights into your sales processes, customer satisfaction, and overall business health. Evaluate the depth and customizability you require for reporting.
  • Team Management: Features that facilitate the management of your team can reduce your time expenditure and simplify collaboration through the creation of roles and permissions, lead assignment, tools for commission management, task planning, and more.
  • Ease of Use: The usability of a CRM can significantly affect your team's productivity. Consider the score at the very top (under each provider) to get an indication of how intuitive a software is. A more user-friendly CRM can lead to better adoption rates among your team.
  • Pricing: Check not only the subscription costs but also what you get for your money (features, included users, security, number of contacts you can manage, etc.). Don’t forget to consider any additional fees like add-ons and make sure to understand how the pricing scales as your business grows.

Before you start comparing in detail, take a moment to rank these areas according to their importance to you. Ideally, also write down which specific functionalities you absolutely need. It will help you to make an informed decision without being subjectively influenced.

Making Your Decision

Weigh the strengths and weaknesses of Close and Capsule against your CRM needs. The right CRM software should not only fit within your budget but primarily support your business processes by offering the functionalities you require to foster a seamless customer experience and streamline your team's sales workflows.

If you're still on the fence after your analysis, consider using any free trials or demos offered by the providers. Experiencing the platforms firsthand can offer valuable insights into which platform is more intuitive and better suited to your CRM needs.

For additional options, explore our Best Picks for CRM Software to discover the top-rated solutions across the market.

Seeking a tailored recommendation based on your specific situation? Then explore our Finder Tool, designed to help you identify the right CRM software for your specific requirements.