Home > CRM Software > Keap > Keap vs Capsule CRM

Keap vs Capsule CRM

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Our analysts compared Keap 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 User Ratings Analyst Summary Screenshots
Keap Software Tool
Capsule CRM Software Tool
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Product Basics

Keap, formerly Infusionsoft, is a cloud-based solution designed to help small businesses optimize their CRM. It allows users to build custom marketing campaigns, set up workflow automations with a drag-and-drop builder and visualize their sales pipelines to improve efficiency.

It acts as a centralized platform for contact details, client activity and communication. Additionally, users can access robust integrations and a mobile app to expand potential and increase accessibility. Its extensive automation capabilities can streamline repetitive tasks, segment and score leads, and trigger follow-ups.

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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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$59 Monthly
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$18/User, Monthly
Free Trial is available →
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Tailored to your specific needs
Small 
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Medium 
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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

  • Streamline Payment: Set up daily, weekly or monthly recurring payments based on business needs and send automatic reminders for faster payment. Generate and track invoices equipped with a “pay now” button, and charge the credit card on file. Integrations with tools like Xero or QuickBooks help keep data synced.
  • Save Time: Streamline your sales process by automating lead segmentation, task assignments, lead follow-ups and repetitive tasks.
  • Increase Conversion Rates: Keep leads engaged using automated follow-ups and personalized emails. Prioritize highly rated leads by using tags and creating custom lists with filters to send personalized messages.
  • Enhance Performance for Sales Reps: Empower your team by maintaining client activity, communication and contact data in a centralized platform. Delegate sales tasks, send reminders and alerts, and track progress for improved collaboration and accountability. Access appointments, messages, tasks and contacts remotely via a mobile app.
  • Strengthen Client Relationships: Respond quicker to queries and boost lead engagement with automated workflows and reminders for sales teams. Simplify appointment scheduling and client communication.
  • Optimize Sales Performance: Make data-driven decisions with comparative data reports that show ROI and areas to improve. Access updated information on KPIs via customized dashboard.
  • Improve Sales Management: Track and manage leads as they move through the sales pipeline, all from a single access point. Customize each sales stage to prioritize tasks. Send automated emails when leads move from one stage to another and enable sales reps to close deals consistently.
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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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  • Workflow Automation: Design multi-step workflows to nurture leads, follow up with prospects and trigger actions based on client behavior. Automate lead segmentation, task assignment and onboarding.
  • Email Management: Build high-converting email campaigns using default templates and creating your own templates with a drag-and-drop editor. Minimize emailing clients twice by syncing with Gmail and Outlook. Personalize emails based on client activity and track campaign performance.
  • Lead Management: Prioritize “hot” leads using lead scoring, tags and automated campaigns triggered by likelihood of making a sale. Auto-assign leads to sales reps when they meet pre-set requirements. Pinpoint key demographics and locations by tracking lead sources.
  • Sales Pipeline: Close sales faster and manage leads through different stages of the funnel by building customizable sales pipelines using a drag-and-drop editor to automate stages, move leads and track statuses.
  • Appointment Scheduling: Streamline the scheduling process by enabling clients to book appointments during open calendar slots. Sync with Gmail and Outlook to avoid double-booking.
  • Text Management: Engage with high-scoring leads with text broadcasts. Improve open rates and minimize costs by sending personalized text messages via a toll-free number.
  • Reports and Dashboard: Optimize performance by monitoring comparative data that highlights key metrics and improvement areas. View and send important data updates to team members via a personalized dashboard.
  • Payment Processing: Simplify payment processes with instant quote creation, one-time or recurring invoices, and integration with payment processors including PayPal, Venmo and Stripe. Manage and monitor subscriptions and recurring payments.
  • Integrations: Expand your CRM capabilities with over 5,000 integrations using Zapier. Simplify usability by viewing integrated apps and their performance in one place. Create custom integrations by hiring a certified developer partner.
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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

#95

among all
CRM Software

#27

among all
CRM Software

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User Sentiment Summary

Great User Sentiment 3344 reviews
Great User Sentiment 178 reviews
83%
of users recommend this product

Keap has a 'great' User Satisfaction Rating of 83% when considering 3344 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 (20)
5.0 (9)
4.2 (1527)
4.2 (52)
4.1 (1273)
4.5 (91)
4.4 (148)
n/a
4.0 (376)
4.2 (26)

Synopsis of User Ratings and Reviews

User-Friendly Interface: The platform features an intuitive interface with card-based navigation, making it easy for users to understand and navigate the system. A majority of users report its ease of use for creating automations and simplifying repetitive tasks.
Centralized Database: Accessing client data, activity and communications from a centralized platform eliminates data silos for many users.
Lead Management: The ease of evaluating, nurturing and segmenting leads is another plus point users note.
Campaign Builder: Users appreciate the campaign builder's ability to streamline CRM procedures and effectively automate marketing campaigns. The drag-and-drop builder is flexible and lets you create custom campaigns and automations.
Customer Support: Responsive customer support through various channels like chat, email and phone, ensures users can get assistance when needed.
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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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Cost for Integrations: Users mention additional costs for integration with other applications, which can be a drawback.
Learning Curve: Some users find certain features can be complex and time-consuming to pick up, requiring a significant time commitment for mastery.
Ecommerce Functionality: While suitable for many users, some find the eCommerce functionality lacks robust reporting and taxation features.
Mobile App Features: The mobile version has fewer features compared to the web version, potentially limiting functionality for users on the go.
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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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Keap is a suite CRM solution designed for small and mid-sized businesses. The platform offers a user-friendly interface, praised by users for its intuitive card-based navigation and ease of use.Users particularly value the ability to create campaigns, automations, simplify repetitive tasks and streamline CRM procedures through the drag-and-drop campaign builder. Centralized data storage eliminates data silos, and responsive customer support ensures assistance is readily available.However, integrations with other applications can lead to additional costs. Certain features, while powerful, have a learning curve, requiring a time investment to master. Additionally, the eCommerce functionality might not be ideal for complex eCommerce needs due to limitations in reporting and taxation features. Finally, the mobile app may not be as extensive as the web version.All in all, Keap provides a comprehensive solution with room for scalability and custom development.

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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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Screenshots

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