Overview

If you're looking for a customizable CRM system with advanced (and affordable) marketing tools, Act! is a good choice. For more than 30 years, Act! has been finetuning its product and implementing new features based on the clients' needs. In some ways, the platform shows its age, such as the dated UI. But it doesn't lack for new and innovative marketing tools.
Not every business needs a large software solution. Capsule has positioned itself as a stepping-stone for companies that don't require the complexity of a full-blown CRM system. It is a paired-down platform that will manage your contacts and boost sales performance--but not much else. If you need a CRM that also serves customer service and marketing teams, this isn't your CRM. But if all you need is a straightforward sales CRM with a great mobile app, Capsule CRM may be just the right fit. You can try their free version or a 30-day trial of the paid version to assess whether Capsule CRM covers your needs or not.

Ease of use

Act! does not rate highly for user-friendliness. Virtually no aspect of the tool is intuitive, including setting up your homepage and dashboards. You will require training or at least a video session just to get up and running. Act! has a gray, dated look and feel and clunky navigation. The interface also feels crowded, and it's hard to find what you need. The CRM features powerful marketing tools, but none of them are easy to use--even once you've learned how to operate them. Competitors like HubSpot and Keap offer similar tools that are simple to use. However, Act! is much more economical. This CRM presents a clear line in the sand--do you prefer usability or affordability? Almost no other CRM provides the extensive marketing features for this price tag.
This cloud-based system combines easy-to-use sales tools and basic reporting capabilities. After you register, you get a login that's accessible from any device. Once you upload your contacts, you get an interactive profile for all your clients. You can view and filter contacts by deal stage, last contact, account value, and more. You can also make notes on the file, attach documents, and track the contact through the sales process. Capsule also makes task management a breeze, by organizing your to-dos and assigning automatic alerts and reminders. You'll be able to focus on precisely what you need to do right now. One of the main shortcomings of the system is the caps on storage for free users. With only 10 MB available for two users, you may outgrow the free version quickly. Capsule CRM also has a limited number of integrations, and you will need a paid subscription to access them.

Support

Several support channels are available via email, chat, and phone. In addition, Act! has a Quick Start Guide with the steps for the initial setting-up of the system. It gives you information on how to create new contacts, groups, and opportunities and how to import your data and set up marketing automation. There is also an extensive video library of tutorials. The Act! a blog is another helpful tool with tips on developing your business and building up a successful strategy.
Customer support is available to all Capsule users, even without a paid subscription. You can fill out a help ticket through the website or email or tweet your concern. Support hours are during regular business hours, Monday - Friday. You can also help yourself using online resources such as blogs, how-to videos, articles, and guides.

Who is it for?

Act! is best for small to medium-sized businesses that want advanced marketing tools at a fraction of the cost. Act! CRM will help you apply the right marketing strategy and multiply the number of your clients. API-supported software gives you the chance to integrate any app even if the system does not manually support it. However, users should allow for a significant learning curve and training time. You can try it free for 14 days to see if the system's benefits outweigh the outdated UI.
The strongest attribute of Capsule CRM is its simplicity and, accordingly, ease of use. You get just enough functionality to manage contacts and boost your sales cycle. There are no complicated dashboards or endless customization options. But if you need marketing and customer service tools, phone support, or advanced reporting options, this software is not the best match for your business.

Ease of Use

3.7
4.6

Support

3.5
4.5

API Access

yes
yes

Free Trial

yes
yes

Free Version

no
yes

Contact Management

yes
yes

Molile Access

yes
yes

Task Management

yes
yes

Social Integration

yes
yes

Email Marketing

yes
yes

Analytics & Dashboard

yes
yes

Lead Management

yes
yes

Marketing Automation

yes
yes

Already made a decision about the best CRM for your business?

To conclude, both solutions are worth your attention for boosting the business processes and enhancing the team performance.

Brief Comparison