Home > CRM Software > Insightly > Insightly vs Capsule CRM

Insightly vs Capsule CRM

Last Updated: November 18th, 2024

Our analysts compared Insightly 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.

Overview Pricing Benefits & Features Analyst Ratings Comparison Charts User Ratings Analyst Summary Screenshots

Get Free Demo Demo Request Pricing Pricing

Product Basics

Insightly is a cloud-based platform with tools that support every phase of the customer lifecycle. The solution’s capabilities allow organizations to accomplish sales activities, nurture customer relationships and manage projects to deliver on customer orders. The software is best suited for small businesses, although several larger companies have had success with the product as well.

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.

$29/User, Monthly

Free Trial is available →

Get a free price quote

Tailored to your specific needs

$18/User, Monthly

Free Trial is available →

Get a free price quote

Tailored to your specific needs

Small

Medium

Large

Small

Medium

Large

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

Phone

Chat

FAQ

Forum

Knowledge Base

24/7 Live Support

Phone

Chat

FAQ

Forum

Knowledge Base

24/7 Live Support

Product Insights

Compile Data Insights: A range of BI tools, such as dashboards and configurable reports, let you drill into metrics. Views include win rates, past or projected revenue, lead sources and sales rep performance. Drag-and-drop capability makes it easy to arrange layouts, and you can share full dashboards or specific graphs and charts with other users. The system also supports automated scheduling and emailing for reports.
Use Your Favorite Apps: Insightly integrates with a range of popular third-party apps so your organization can work with familiar tools. Supported integrations include Office 365, G Suite, MailChimp, Slack, QuickBooks, Outlook, Zapier, Dropbox, Evernote, Box and Xero.
Customize Insightly: You can add custom fields and arrange custom page layouts to fit the software to how your business works. Setting page layouts lets you determine the fields displayed, who can view them and what order they appear in.
Gain Data Security: The software employs security measures like authentication for single sign-on, data encryption and two-factor authentication. It also supports GDPR compliance and EU/US Privacy Shield regulations.
Price & Quote Products: You can create and edit price books, allowing you to store your company’s products and accompanying details in an organized way. You can choose a price book to be associated with an opportunity and then add products. You can then generate and manage quotes, either from within the opportunity screen or from the quotations tab.
Manage Projects: Insightly includes project management functionality to help your teams stay on top of all aspects of an order. Closed opportunities can be converted into projects, which transfers all data from the deal. From there, features such as a board view, cards, task lists, milestones, notifications, email updates for the customer and project expense data help users see the project to completion.
Work Mobile: Your teams can take information on the go with the mobile apps for iOS and Android. Mobile functionality lets users scan business cards, update information for current or new opportunities, take voice notes and manage project details. The apps also have real-time data sync.

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.

Lead Management: When a new lead enters the system, the software uses criteria you set up to automatically assign leads and tasks to sales reps. Each lead’s social profiles are automatically attached to their record. You can use web pages to capture leads while removing spam, and Insight Cards reveal duplicate records for better data quality.
Opportunity Management: Customizable pipelines with a kanban view organize leads, which can be dragged and dropped to each new stage. Sales reps can drill down to view a deal’s call and email history, notes, proposals, and contracts.
Email Automation: Features include templates, mass emailing capabilities, list segmentation and scheduling. The platform lets you save emails from your inbox and has a search functionality.
Calculated Fields: Insightly enables you to use your CRM data to implement business logic and mathematical functions within the platform. You can create calculated fields for any number of items. Examples include commission, region assignment, working hour totals and remaining balance. It’s also possible to add fields to dashboards.
Workflow Automation: This feature enables a variety of actions, such as assigning tasks, updating data, sending emails and transforming closed deals into projects. Insightly also contains webhooks and AWS Lambda functions for extended automation.
Contact Management: The system stores all contact records — customers, prospects and more — in a single location. Multiple list views aid in organizing and searching contacts. Individual records contain all relevant information about the contact and support custom fields for further personalization. They also include a full list of interactions with your company along with details about who your contact knows.

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..

Product Ranking

#12

among all
CRM Software

#27

among all
CRM Software

Find out who the leaders are

Analyst Rating Summary

we're gathering data

100

we're gathering data

Show More Show More

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Insightly

Capsule CRM

+ Add Product + Add Product

71%

29%

we're gathering data

N/A

we're gathering data

N/A

we're gathering data

N/A

69%

23%

we're gathering data

N/A

we're gathering data

N/A

we're gathering data

N/A

100%

we're gathering data

N/A

we're gathering data

N/A

we're gathering data

N/A

40%

20%

we're gathering data

N/A

we're gathering data

N/A

we're gathering data

N/A

57%

43%

we're gathering data

N/A

we're gathering data

N/A

we're gathering data

N/A

43%

57%

we're gathering data

N/A

we're gathering data

N/A

we're gathering data

N/A

63%

13%

24%

we're gathering data

N/A

we're gathering data

N/A

we're gathering data

N/A

100%

we're gathering data

N/A

we're gathering data

N/A

we're gathering data

N/A

67%

10%

23%

we're gathering data

N/A

we're gathering data

N/A

we're gathering data

N/A

100%

we're gathering data

N/A

we're gathering data

N/A

we're gathering data

N/A

33%

11%

56%

we're gathering data

N/A

we're gathering data

N/A

we're gathering data

N/A

38%

62%

we're gathering data

N/A

we're gathering data

N/A

we're gathering data

N/A

50%

we're gathering data

N/A

we're gathering data

N/A

we're gathering data

N/A

Analyst Ratings for Technical Requirements Customize This Data Customize This Data

88%

12%

we're gathering data

N/A

we're gathering data

N/A

we're gathering data

N/A

86%

14%

we're gathering data

N/A

we're gathering data

N/A

we're gathering data

N/A

User Sentiment Summary

81%

of users recommend this product

Insightly has a 'great' User Satisfaction Rating of 81% when considering 1732 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.

4.6 (14)

5.0 (9)

4.1 (550)

4.2 (52)

4.0 (481)

4.5 (91)

4.6 (73)

n/a

4.0 (614)

4.2 (26)

Synopsis of User Ratings and Reviews

Customer Relationship Management: Communicating with customers and nurturing relationships is effortless, as observed by every reviewer who references this capability.

Ease of Use: According to 85% of reviewers who mention this aspect, the software is easy to navigate.

Integration: 70% of users who refer to integration noted that the platform seamlessly integrates with Gmail, Mailchimp, Slack, calendar apps, social media platforms and more.

Project Management: The software aids efficient project management, according to 95% of reviewers who reference this feature.

Task Management: It’s easy to create, track and organize tasks, according to every reviewer who mentions task management.

Contact Management: The capabilities for managing a contact directory are exceptional, according to 95% reviewers who refer to this feature.

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.

Customer Service: 70% of reviewers who mention customer support felt it was slow and could be more responsive and attentive.

Reporting: This feature is very basic and doesn’t offer many options to customize, according to more than 70% of reviewers who refer to it.

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.

Insightly helps users track contacts through the customer lifecycle to increase sales and productivity, improve customer relationships and manage projects efficiently. It excels in capabilities such as customization, ease of use, contact management and more. However, features like reporting and dashboards have room for improvement. Users also pointed out that customer support isn’t as quick and attentive as it could be. Reviews on price are mixed, with some saying it’s justified for the features it offers, while others consider it a bit expensive. Overall, it’s a good fit for small businesses that are looking for a robust CRM within a decent budget.

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.

Screenshots

Top Alternatives in CRM Software

Copper CRM

Creatio

Dynamics 365 Sales

Freshsales

HubSpot Sales

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

Accounting CRM Software

Android CRM Software

Automotive CRM Software

Casino CRM Software

Channel Management Software

Church CRM Software

Cloud CRM Software

Complaint Management Software

Construction CRM Software

CRM For Commercial Real Estate

CRM For Consulting

CRM For Macs

CRM Insurance

CRM Software For Project Management

Custom CRM Software

Customer Analytics Software

Customer Data Platforms

Customer Database Software

Customer Engagement Platforms

Customer Journey Mapping Software

Customer Profile Software

Customer Retention Software

Customer Success Software

Distribution CRM Software

Ecommerce CRM Software

Email Tracking Software

Financial Services CRM Software

Fundraising CRM Software

Higher Education CRM Software

Hotel CRM Software

Influencer Marketing Software

IT Ticketing Systems

Knowledge Base Software

Lead Management Software

Legal CRM Software

Market Intelligence Software

Marketing Agency Software

Marketing Analytics Software Tools

Marketing Attribution Software

Marketing Automation Software

Marketing Resource Management Software

Mortgage CRM Software

Nonprofit CRM Software

Online CRM Software

Pharmaceutical CRM Software

Press Release Distribution Software

Restaurant CRM Software

Retail CRM Software

Sales Force Automation Software

Sales Management Software

Sales Mapping Software

Travel Agency Software

Venue Management Software

Accounting CRM Software

Android CRM Software

Automotive CRM Software

Casino CRM Software

Channel Management Software

Church CRM Software

Cloud CRM Software

Complaint Management Software

Construction CRM Software

CRM For Commercial Real Estate

CRM For Consulting

CRM For Macs

CRM Insurance

CRM Software For Project Management

Custom CRM Software

Customer Analytics Software

Customer Database Software

Customer Engagement Platforms

Customer Journey Mapping Software

Customer Profile Software

Customer Retention Software

Customer Success Software

Distribution CRM Software

Ecommerce CRM Software

Email Tracking Software

Financial Services CRM Software

Fundraising CRM Software

Higher Education CRM Software

Hotel CRM Software

Influencer Marketing Software

IT Ticketing Systems

Knowledge Base Software

Lead Management Software

Legal CRM Software

Marketing Analytics Software Tools

Marketing Attribution Software

Mortgage CRM Software

Online CRM Software

Pharmaceutical CRM Software

Press Release Distribution Software

Restaurant CRM Software

Retail CRM Software

Sales Acceleration Software

Sales Management Software

Sales Mapping Software

Travel Agency Software

Venue Management Software

Compare other software products using the SelectHub platform

Head-to-Head Comparison

Insightly VS Copper CRM

Insightly VS Creatio

Insightly VS Dynamics 365 Sales

Insightly VS EngageBay

Insightly VS Freshsales

Insightly VS HubSpot Sales

Insightly VS Infor CloudSuite CRM

Insightly VS Nimble CRM

Insightly VS Oracle Sales Cloud

FAQ

How can I do a in-depth comparison of Insightly and Capsule CRM? Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

What are the top-rated propducts for CRM Software? Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

Which CRM Software is rated the highest by users? Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

Is there a requirement template for CRM Software? Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

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

SelectHub Products Reporting and Analytics

Build Your Requirements

SelectHub Products Cost and Pricing Guide

Get Your Free Comparison Report

Table settings

Expand all details

Expand all scores

Collapsed view

Priority order