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.
Method CRM is the most popular platform among QuickBooks users. The program connects with all Quickbooks editions, allowing you to link your financial data to all company operations. Users gain the tools they need to minimize late payments, speed up sales, and find additional cross-sell possibilities.Workflows may also be easily created to automate time-consuming processes such as producing invoices, receipts, and late payment reminders. Method:CRM allows you to create your own subscription, and limitless users can take advantage of a 30-day free trial.

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.
Method CRM is easy to use. Don't waste your precious time manually inputting sales leads. Method makes it simple to rapidly enter new prospects into your lead management software. Method CRM users who do not have access to QuickBooks can build estimates in Method using QuickBooks items.

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.
The Method Support Team responds quickly to inquiries and may be reached via chat. It is used on a daily basis by sales, support, and technical teams to access client information and give help. All client touch points are documented, allowing anybody in the company to view customer conversations. This enables the customer service staff to better assist consumers and be more efficient as an organization.

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.
Users of Quickbooks Desktop or Quickbooks Online who want a CRM system to handle leads, track sales activity, and better service their customers. It may help small business owners develop by establishing a robust process and foundation and remaining up to date on client needs. Method CRM promises to make enterprise-level CRM affordable to small businesses by integrating its system with a well-known entry-level SME accounting software called QuickBooks.

Ease of Use

4.6
3.8

Support

4.5
4.1

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
no

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