GoldMine vs Capsule CRM

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Our analysts compared GoldMine 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.

GoldMine Software Tool
Capsule CRM Software Tool

Product Basics

Suitable for businesses of all sizes, GoldMine Premium CRM offers a central platform to manage customer and prospect relationships efficiently. It ensures improved productivity and streamlined operations, and helps save money.

Users can leverage it for contact management and customer support. They can also manage marketing programs and sales pipelines. A database is available at several tiered levels for organizations with different requirements. Capabilities include sales automation, a help desk and call center and CTI applications, along with enhanced features like easy-to-use interface, marketing automation, web self-service, channel management, knowledge management and analytics.

Pros
  • Intuitive interface
  • Robust contact management
  • Strong email integration
  • Customizable features
  • Affordable pricing
Cons
  • Limited reporting options
  • Dated user interface
  • Lacks some advanced features
  • Potential for data syncing issues
  • Customer support could be better
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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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$25 Minimum 3 Users, Monthly
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Tailored to your specific needs
$18/User, 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

  • Visibility: Build a central repository of information to boost productivity and share important contact and company details across departments. 
  • Central Platform: Manage interactions, schedules, relationships, customer service, sales forecasts and marketing campaigns — all from one place. 
  • Mobility: Ensure flexibility and real-time access with on-premise and cloud deployment. Access it via the cloud, web, local PC and smartphone. 
  • Enhanced Performance: Streamline work and improve performance by connecting with all popular third-party applications. 
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  • 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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  • Streamlined Central Database: Achieve complete automation with assigned calls, tasks, emails and other activities. Manage the central database efficiently, drive business activities and track operations. 
  • Dashboards: Enjoy fast and easy access to significant metrics across all parts of the business. Completely customizable dashboards, charts, datasets and colors help maintain complete control of data. 
  • Sales Forecasting: Access sales forecasting in real time, import sales leads from various sources and assign those to sales reps for follow up. Track forecasted sales and opportunities through sales stages. 
  • Contact Management: Build targeted email lists with selection criteria and upload those to a Constant Contact account. Also, perform other activities like scheduling and reporting. 
  • Customer Service Management: Understand customers to provide better service and capture customer inquiries for follow up, ensuring timely responses. Design a strategic customer service plan as well. 
  • Integrations: Integrates with leading business applications for accounting, marketing and other relevant tasks. QuoteWerks, wMobile, Constant Contact and Connect Leader are a few examples. 
  • Custom Fields and Templates: Exclusive to GoldMine Premium. Access all significant data via custom fields and industry templates. Easy DIY customization ensures every field is reportable and searchable. A host of templates ensures a consistent look and feel as well as speeds up repetitive tasks. 
  • Marketing Campaign Manager: Provides tools to: 
    • Target the right contacts for every campaign and send marketing messages to groups and individuals with greater efficiency and ease.
    • Monitor each campaign’s pipeline in real time in order to generate more qualified leads and eventually convert those into sales.
    • Perform thorough campaign analysis by leveraging different dashboards and analysis functionalities to determine which campaigns are productive and which ones need to be refined.
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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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Product Ranking

#30

among all
CRM Software

#27

among all
CRM Software

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User Sentiment Summary

Good User Sentiment 370 reviews
Great User Sentiment 178 reviews
72%
of users recommend this product

GoldMine has a 'good' User Satisfaction Rating of 72% when considering 370 user reviews from 5 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.

5.0 (10)
5.0 (9)
3.6 (172)
4.2 (52)
3.6 (153)
4.5 (91)
4.3 (7)
n/a
3.2 (28)
4.2 (26)

Synopsis of User Ratings and Reviews

Intuitive Interface: Easy to learn and navigate, even for non-technical users.
Robust Contact Management: Powerful features for organizing and tracking leads, contacts, and opportunities, including detailed contact profiles, activity tracking, and customizable fields.
Seamless Email Integration: Send and receive emails directly within Goldmine, streamlining communication and keeping all customer interactions in one place.
Customization Options: Tailor Goldmine to your specific needs with custom fields, workflows, and reports to match your unique business processes.
Cost-Effective Solution: Affordable pricing plans compared to other CRM options, making it a viable choice for businesses of all sizes.
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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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Limited Reporting Options: Basic reporting capabilities compared to more advanced CRMs, making it difficult to gain in-depth insights.
Dated User Interface: Interface can feel clunky and outdated compared to modern CRM platforms.
Lacks Advanced Features: Missing some features found in other CRMs, such as marketing automation or social media integration.
Potential Data Syncing Issues: Users report occasional data syncing problems between Goldmine and other applications.
Customer Support Could Be Better: Customer support can be slow or unresponsive at times.
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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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Users describe Goldmine as a reliable workhorse for contact management and sales pipelines, but with a touch of aging clunkiness. Its strengths lie in simplicity and affordability, appealing to businesses who prioritize functionality over flashy interfaces. "It's not the prettiest CRM, but it's like the old truck that always gets you there," one user remarked. "Organizing contacts and tracking activities is a breeze, and the email integration saves me tons of time." The robust contact features are a clear favorite, with praise for detailed profiles, activity history, and customizable fields. "Goldmine lets me build a complete picture of my leads and customers, which helps me tailor my approach and close deals faster," shared another user. However, modernization emerges as a recurring critique. The interface is often described as dated and clunky, lacking the sleekness of newer competitors. "It feels like stepping back a decade," commented one reviewer. "Navigation isn't intuitive, and reports are basic at best." This perceived lack of sophistication extends to feature limitations. Compared to newer CRMs, Goldmine is sometimes seen as missing advanced functionalities like marketing automation or social media integration. "It's all about core sales functions," a user explained. "If you need fancy bells and whistles, look elsewhere." Ultimately, Goldmine finds a niche with users who value practicality and affordability. Those who prioritize ease of use, strong contact management, and a straightforward approach to sales pipelines find it a dependable companion. However, for businesses seeking a modern, feature-rich CRM experience, Goldmine might feel like a step back in time. "It's like a trusted old friend," concluded one user. "Maybe not the most exciting companion, but always there when you need it and gets the job done."

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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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