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Capsule CRM vs BenchmarkONE

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Our analysts compared Capsule CRM vs BenchmarkONE 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
BenchmarkONE 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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BenchmarkONE, formerly known as Hatchbuck, is a cloud-based CRM product that helps users automate many of the processes surrounding their relationships with customers. With an affordable pricing model and deployment availability, it’s best suited for small businesses.

Its features, which focus on automating marketing activities, span across easy email creation, drip campaigns and form building. Additional features such as analytics and contact importation help it stand out from its competitors.
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$18/User, Monthly
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$29 Monthly, quote-based
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Tailored to your specific needs
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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  • All-in-One: Meet CRM and marketing automation needs, with additional MA features that are a good choice for smaller businesses. 
  • Prioritize Hot Leads: Get alerts when leads exhibit buying behavior, such as clicking on CTAs, consuming branded content, reaching a tag score or clicking specific links. 
  • See Where to Invest: Understand where to spend time and money to ensure the highest return. A dedicated built-in analytics engine shows campaign performance and identifies channels generating the most leads. 
  • Increase ROI: Automated marketing software takes on the work of an entire marketing department with ease, freeing up teams to work on other projects. 
  • Easily Send Emails: Send the right emails to qualified leads at the right time by integrating with a built-in CRM. Building emails is also easy and code-free. 
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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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  • Robust Integrations: Gmail integration streamlines email-related tasks, and a robust API helps integrate with almost any application. Zapier integration enables access to over 1,000 different applications and services. 
  • Analytics: Score campaigns and analyze progress using built-in analytics and campaign benchmarking. 
  • Enhanced Communications: Combining a variety of proven communication tactics such as drip campaigns and autoresponders helps move conversations along. 
  • Built-in CRM: Market and sell to the most qualified customers effectively by: 
    • Accessing real-time insights from dashboards.
    • Monitoring contacts’ activity.
    • Following up with prospects based on hot-lead alerts.
    • Checking specific contact details that are auto-populated with profile links and social media pictures.
    • Using automated task creation and notifications to manage each day efficiently.
    • Checking the deal pipeline and inbox conversations.
    • Integrating with Gmail to seamlessly add contacts, conversations, notes and tasks seamlessly.
  • Contact Import: Importing contacts from different CRMs and contact books is easy, and can come from a number of on-site or web-based sources (such as LinkedIn).
  • Forms: Enhance engagement and conversions using customizable pop ups and forms and create landing pages with built-in forms: 
    • Top Bar: Place at the top or bottom of the site to grow a subscriber list by capturing the email addresses of newsletter subscribers. 
    • Scroll Box: Grab visitors’ attention with offers, get new subscribers or highlight value-added resources. 
    • Pop-Ups and Popovers: Collect emails when users enter or exit the website. 
    • Embedded Forms: Use these within website content for attractive native offers. 
  • Email Marketing: Send personalized emails using customized templates through a source code editor, create code-free branded emails and newsletters through a drag-and-drop builder, or use B2B email templates. 
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Product Ranking

#27

among all
CRM Software

#46

among all
CRM Software

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User Sentiment Summary

Great User Sentiment 178 reviews
Great User Sentiment 537 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.

88%
of users recommend this product

BenchmarkONE has a 'great' User Satisfaction Rating of 88% when considering 537 user reviews from 5 recognized software review sites.

5.0 (9)
4.7 (25)
4.2 (52)
4.5 (161)
4.5 (91)
4.4 (150)
n/a
4.4 (153)
4.2 (26)
3.8 (48)

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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Easy to Use: Every user who talks about this feature mentions the platform is intuitive for users of any technical level.
Automation: According to 90% of reviewers mentioning this feature, it’s great for automated marketing and email campaigns.
Price: The platform is affordable according to every user mentioning cost.
Support to Learn: More than 75% of reviewers noted that although there’s a learning curve, a phased onboarding process and the support team make the process easy.
Lead Management: It’s easy to track prospect data, view client engagement and focus on leads with maximum potential, as observed by every user mentioning this feature.
Email Marketing: Measuring clicks per email, using customizations and leveraging templates were all benefits, according to 92% of reviews referencing email marketing.
Customer Service: Support is very responsive, according to 85% of reviewers mentioning it.
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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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Technical Glitches: Everyone referencing this aspect observed the system has issues with video inclusion, data import, creating and formatting new emails, and more.
Lack of Features: There’s no click-to-call, text messaging or the capability to add deals from the sidebar in Gmail, as observed by every review mentioning features.
Slow Server: The system tends to become very slow at times, according to all users referencing speed.
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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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BenchmarkONE helps maintain customer relationships by automating different processes. It’s quite easy to use and learn, augmented by an excellent onboarding process. It helps manage leads efficiently, as noted by most reviewers, and it offers robust email marketing and responsive customer service. However, it suffers from technical glitches and can run slow. It’s a good option for small businesses due to its price, as long as they don’t require any of the missing features.

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Screenshots

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