Capsule CRM vs TeamWave

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

Capsule CRM Software Tool

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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TeamWave is a cloud-based integrated solution that helps its users with essential business processes like collaboration, contact management, marketing automation, sales and time tracking. Its robust functions include numerous modules for companies to effectively deliver projects, meet sales targets and support their customers.

It offers businesses visibility into sales deals at different stages, sales pipelines and date filtering capabilities. Users can forecast sales with a timeline view that arranges ongoing deals alongside closed deals. Some of its other inclusions help prepare tasks, manage priorities and add comments, notes and attachments to tasks. Its time tracking module monitors time spent on projects, non-billable and billable hours. It also offers email integrations with MailChimp, Gmail and Microsoft.
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$18/User, Monthly
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Tailored to your specific needs
$39 Monthly
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Tailored to your specific needs
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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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  • Comprehensive Business Management: Handle multiple business processes with comprehensive packages. Take control of project management, CRM and HR management with its unified solution while streamlining workflows and processes.  
  • Enhanced Collaboration: Foster enhanced collaboration between individual employees and teams. Converge employees or teams on a single page to brainstorm ideas or communicate. 
  • Improved Support: Support functions help sales teams perform their tasks efficiently with minimal difficulties. Provides fast access to estimates, invoices, milestones, client contact information and tasks. 
  • Boosts Productivity: Ensure data consistency by sharing information with multiple parties while removing information duplication. Boost productivity with smooth integrations and eliminate multiple logins. 
  • Integrations: Integrate with popular third-party modules like MailChimp, Dropbox, Google Drive, Google Calendar, Google Contacts, UberConference, Zapier and more to seamlessly complete workflows. Auto-sync email data with Gmail, MailChimp and Microsoft. 
  • Mobile Application: Accessible via Android or iOS devices, including smartphones and tablets, to make deals and receive information on-the-go. Quickly find tasks, deals, people or information. 
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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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  • Sales Management: Get a full picture of the company's sales deals at various stages, sort deals by their prospective closing dates and make intelligent sales decisions. Choose columns and their display order with a list view of deals. Set advanced filters, export data, sort and drag columns or edit in bulk. Focus on the right deals and activities with forecasting tools for effective sales planning. 
  • Customizable CRM: Customize CRM to accommodate a company’s unique sales processes. Prepare customized pipelines for business segments and territories while defining pipeline stages. Control employee access to each pipeline. Sort deals using powerful filters while adding data by creating custom fields. Construct custom features and integrate with external modules using APIs. 
  • Contact Management: Gain a bird’s eye view of employees and clients. Segment contacts using customized tags to add context while searching. Create custom fields to store information about each contact. Keep contacts private or share with teams to keep them updated. Import contacts from Gmail, spreadsheets, Outlook, vCard or any CSV file and add valuable contact information from Google+ or Linkedin.  
  • Project Management: Organize workflows and teams, communicate across the company and nullify the chances of things slipping through the cracks. Divide projects into manageable tasks and arrange tasks according to priority. View files, emails, conversations or any other project data in one place. Collaborate with teams to finish tasks on time. Keep project specifications, documents, wireframes or licenses for internal purposes until they need to be presented. 
  • HR Management: Focus on employees, not documentation with its intuitive HR tools. Automate processes to boost productivity while putting valuable employee feedback into action. Track vacations, leaves or time-offs smartly by creating a simple leave request and approval process. Capture national and company holidays on the team calendar, along with important events. Control employee access to internal data with advanced visibility settings and user permissions. 
  • Reporting and Dashboards: Generate ad-hoc or standard reports using company data. Forecast sales revenue using company’s historical sales information, salespersons’ estimates and analysis of market trends. Get graphical representations of historical and current trends of an organization’s KPIs for instant decision making. 
  • Campaign Management: Prepare and launch multi-channel marketing campaigns targeting individuals or groups and track initiative effectiveness. Manage and track marketing leads through a customer inquiry process while filtering leads, lead grading, distribution and qualifications. Measure the ROI of various marketing initiatives. 
  • Records Management: Store all employee data, including addresses, emergency contacts and more at a single location for easy access. Allow employees to create personalized bio pages with contact information and job descriptions to share their stories with coworkers. 
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Product Ranking

#27

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#391

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User Sentiment Summary

Great User Sentiment 178 reviews
Excellent User Sentiment 47 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.

92%
of users recommend this product

TeamWave has a 'excellent' User Satisfaction Rating of 92% when considering 47 user reviews from 4 recognized software review sites.

5.0 (9)
5.0 (1)
4.2 (52)
4.6 (24)
4.5 (91)
n/a
n/a
4.7 (19)
4.2 (26)
3.8 (3)

Awards

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TeamWave stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

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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Centralized platform: TeamWave provides a single platform to manage contacts, sales pipelines, projects, and team collaboration, eliminating the need for multiple tools.
User-friendly interface: Users praise TeamWave for its intuitive and easy-to-navigate interface, making it simple for teams to adopt and use effectively.
Visual sales pipeline: The platform's visual sales pipeline allows users to track deals, identify bottlenecks, and make informed decisions to move deals forward.
Effective project management: TeamWave enables users to create projects, assign tasks, set deadlines, and track progress, ensuring projects stay on schedule and within budget.
Seamless team communication: The built-in communication features, such as discussions and file sharing, facilitate efficient collaboration among team members.
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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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Limited Customization: Users express frustration over the inflexibility of the platform, particularly when it comes to tailoring the system to their specific workflows. For example, customizing sales pipelines to reflect unique business processes can be challenging.
Reporting Limitations: Generating comprehensive reports, especially for sales analytics, is cited as a significant drawback. Users desire more in-depth reporting features to gain better insights into their sales performance and customer interactions.
Mobile App Functionality: While TeamWave offers a mobile app, users report that its functionality is limited compared to the desktop version. This can hinder productivity for teams that rely heavily on mobile access to their CRM data.
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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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Over the past year, user reviews for TeamWave have been largely positive, with many praising its all-in-one approach to managing CRM, project management, and HR tasks. Users frequently highlight its intuitive interface and seamless integration capabilities as standout features. Compared to similar products like HubSpot and Zoho CRM, TeamWave is often lauded for its affordability and ease of use. One user mentioned that the software "offers a comprehensive suite of tools without the steep learning curve," making it accessible for small to medium-sized businesses. However, it's not all smooth sailing. Some users have pointed out that while TeamWave excels in providing a broad range of functionalities, it sometimes lacks the depth found in specialized tools. For instance, its project management features, though robust, are not as advanced as those offered by Asana or Trello. Another common critique is the occasional lag in customer support response times, which can be frustrating for users needing immediate assistance. What sets TeamWave apart is its holistic approach. The ability to manage CRM, projects, and HR in one platform is a significant differentiator. This integration is crucial for businesses looking to streamline operations without juggling multiple software solutions. One user noted, "The seamless transition between CRM and project management has saved us countless hours and reduced errors." TeamWave is particularly well-suited for small to medium-sized enterprises that need a cost-effective, user-friendly solution to manage various business functions. Its all-in-one nature makes it ideal for teams that prefer simplicity and integration over specialized, standalone tools. In summary, while it may not offer the depth of some competitors, its breadth and ease of use make it a compelling choice for many businesses.

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