Overview

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.
Keap has been around for a couple of decades, though you may know them by their previous incarnation, Infusionsoft. With twenty years under their belt, the CRM provides best-in-class sales and marketing tools, winning G2's award for best marketing automation. Keap currently provides three SaaS platforms, each with different levels of functionality, support, and cost. It is one of the pricier CRMs we have reviewed; however, many users find it well worth the price given the ease of use combined with powerful functionality.

Ease of use

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.
Keap was created to help small businesses achieve long-term growth. With its centralized automation, lead management, and campaign creation tools, Keap serves as a link between sales and marketing departments. Keap's strategies are ideal for sales and marketing executives who want to improve their organization's productivity, align sales and marketing teams, and improve customer relationships.

Support

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.
Keap fits its numerous features into a user-friendly interface with intuitive navigation. Setting up integrations is a breeze. And the reporting and analytics tools make it simple to drill down into various metrics, including sales member performance, marketing ROI, and a variety of other metrics. Best of all, powerful automations can link both sales and marketing processes. Even complex multi-step automation is easy to make using the drag and drop tools. Keap provides a large number of onboarding tools to assist you, including a mandatory onboarding process which comes at an added cost of US$ 499. There are also detailed guides on using the CRM for your specific goals and video chats with Keap's marketing experts.

Who is it for?

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.
Keap's tech support includes the standard features you'd expect from a SaaS provider, such as a comprehensive knowledge base, help center, and user community, as well as extra online training and webinars for troubleshooting problems and learning how to get the most out of the platform. In addition, Keap provides one-on-one coaching during the onboarding process. Chat support is available 24/7, while phone support is during regular business hours. Keap also offers an "Ask the Community" feature.

Ease of Use

4.6
3.5

Support

4.5
4

API Access

yes
yes

Free Trial

yes
yes

Free Version

yes
no

Contact Management

yes
yes

Molile Access

yes
yes

Task Management

yes
yes

Social Integration

yes
no

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