Act! CRM vs Capsule CRM

Last Updated:

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

Act! CRM Software Tool
Capsule CRM Software Tool

Product Basics

Act! CRM by Swiftpage ACT! is a customer relationship management (CRM) software application designed to help businesses of all sizes build and maintain strong customer relationships. It acts as a central hub for storing and organizing customer data, including contact information, interactions, and sales history. Act! CRM is particularly well-suited for small and medium-sized businesses seeking a user-friendly and affordable CRM solution to streamline processes and enhance customer service.

Key benefits of Act! CRM include its ease of use, affordability, and comprehensive features. The software is simple to set up and navigate, making it accessible even for businesses with limited IT resources. With a starting price of $49.99 per month, Act! CRM offers a cost-effective solution for managing customer relationships. Its wide range of features encompasses contact management, lead tracking, sales management, and reporting capabilities, providing businesses with the tools they need to effectively engage with customers and drive growth.

Act! CRM stands out among other CRM solutions due to its user-friendly interface, affordability, and extensive feature set. It is a compelling choice for small and medium-sized businesses seeking a reliable and efficient CRM system to optimize customer interactions and achieve their business objectives.

read more...
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.
read more...
$30 Monthly
Get a free price quote
Tailored to your specific needs
$18/User, Monthly
Get a free price quote
Tailored to your specific needs
Small 
i
Medium 
i
Large 
i
Small 
i
Medium 
i
Large 
i
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

  • Centralized Information: Centralize contact details to track interactions, relationships, statuses and activities for easy accessibility and complete visibility. 
  • Automated Tasks: Automate repetitive tasks like sales processes, alerts scheduling and more to improve efficiency and productivity. 
  • Flexible Deployment: Offers both on-premise and cloud-based deployment strategies to store data in a clean and intuitive layout. 
  • Mobile Apps: Android and iOS apps allow users to stay connected and manage contacts, communications and activities. 
  • Integrations: Integrate with Outlook, Slack, Google apps and more for seamless operations. An open API is also available for custom integrations suited to individual business needs. 
read more...
  • 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. 
read more...
  • Customer Management:: Records and maintains robust customer data in an organized and centralized manner. Includes contact details, emails, documents, notes, history and activities. 
  • Account Management: Manages interactions at the company or account level for a complete view of relationships with an organization. 
  • Dynamic Groups and Filters: Organizes similar contacts into dynamic groups based on rule-based criteria. Dynamic groups can be used for targeted communications, campaigns and sales initiatives. 
  • Opportunity Tracking: Captures and manages key opportunity details such as status, values, estimated close dates and more. 
  • Task and Activity Management: Tracks and prioritizes calls, meetings and daily task lists to manage time efficiently. 
  • Sales Process Management: Enables either a pre-built or a custom-defined sales process, streamlines sales activities, and measures success against each step. 
  • Sales Engagement Tracking: Offers click tracking with Outlook integration to focus on sales efforts and the most engaged prospects once an email is sent. 
  • Sales Pipeline Management: Supports revenue projections, strategy adjustments and focused efforts via a visual, real-time sales pipeline. Includes quantifiable metrics like opportunity close rate, close-won value, open deals and more. 
  • Call Lists and Hot Leads: Makes it easy to identify and focus on hot leads with an intelligent call list that ranks campaign recipients according to their level of engagement. 
  • Analytics and Reporting: Monitors sales, marketing and business KPIs with data-rich reports and actionable insights to drive informed decisions. 
  • Marketing Automation: Offers automated management of assets, landing pages, surveys, turnkey campaigns and email marketing. 
  • User Management: Allows adding users, assigning roles and defining role-based accessibility for team and activity management. Tracks individual performance as well. 
read more...
  • 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.. 
read more...

Product Ranking

#31

among all
CRM Software

#27

among all
CRM Software

Find out who the leaders are

User Sentiment Summary

Good User Sentiment 1012 reviews
Great User Sentiment 178 reviews
75%
of users recommend this product

Act! CRM has a 'good' User Satisfaction Rating of 75% when considering 1012 user reviews from 3 recognized software review sites.

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.

n/a
5.0 (9)
3.9 (353)
4.2 (52)
3.7 (613)
4.5 (91)
3.2 (46)
4.2 (26)

Synopsis of User Ratings and Reviews

User-Friendly: The system is intuitive, leading to easy adaption, according to 60% of users who reviewed this feature.
Cloud Sync: The cloud upgrade allows users to seamlessly sync their data and helps avoid manual data saving, as noted by 75% of reviews about this feature.
Customization: Of the users mentioning customization, 60% suggested the platform’s fields are highly customizable, enabling flexible functionality.
Show more
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.
Show more
Customer Service: Customer service has issues such as a lack of product knowledge and poor response times, according to 80% of reviews referencing support.
Bugs and Responsiveness: New updates introduce bugs that can make the application less responsive and hamper performance, according to 90% of users who mention bugs in upgrades.
Outdated Design: The system’s UI design and functionality is outdated and need an upgrade, as observed by 77% of users who wrote about the feature.
Show more
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.
Show more

Act!’s sales and marketing solutions are cost-effective, making it a good choice for smaller businesses. It offers flexible customization options for fields and is easy to use, though the UI is outdated according to reviews. A seamless cloud syncing option eliminates the manual work but can make the database difficult to use. Additionally, customer service lacks responsiveness and understanding of the product, and product updates sometimes have bugs that impact performance. Overall, it’s a good solution to consider for small businesses looking to manage their sales and marketing efforts and monitor their team’s outcome.

Show more

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.

Show more

Screenshots

Top Alternatives in CRM Software


Copper CRM

Creatio

Dynamics 365 Sales

Freshsales

HubSpot Sales

Insightly

monday sales CRM

Nimble CRM

Oracle Sales Cloud

Pipedrive

Pipeliner CRM

Salesforce Sales Cloud

SAP Sales Cloud

Sugar Sell

Zendesk Sell

Zoho CRM

Related Categories

WE DISTILL IT INTO REAL REQUIREMENTS, COMPARISON REPORTS, PRICE GUIDES and more...

Compare products
Comparison Report
Just drag this link to the bookmark bar.
?
Table settings