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.
Ontraport is an extremely customizable, strong yet simple CRM. It provides a marketing suite at corporate level and comprehensive automation features. In 2020, Ontraport was in the top 20 CRMs for both the software and the production of the landing page. Ontraport specializes in searching for new clients and automates many administration and tracking so that you can give quick, consistent and tailored service.

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.
Ontraport takes you some time to understand how to browse and to use its features, whether it's basic or more difficult. Once you know the interface, it is likely you'll find the more complex stuff (think coupons, limited trials) will work quite well on Ontraport for you. Bear in mind that such more complicated functions may also demand some technological know-how. Thankfully, if you lean to Ontraport and cannot (or don't have the time to) build up your entire business, a few qualified consultants from Ontraport are prepared and happy to help make your dreams of Ontraport a reality.

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.
Unlike companies that devote more resources to sales and marketing, Ontraport's support team is the second-largest (after engineering) and a primary emphasis of the company. In contrast to tools that provide email only or limit assistance to more advanced plans, Ontraport offers free live chat, email or screen sharing at all plan levels. They have a team that is exclusively committed to ensuring that new users are confident in their application and are specifically educated in migrating from other applications. Two new releases a week are released by their developers, each week. This implies more new features and quicker debugging.

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.
It's ideal for small to medium-sized companies looking for a simple CRM with comprehensive automation tools. The extensive range of ecommerce capabilities will also benefit online companies. Ontraport is best suited for small to medium-sized businesses looking for a combined business and marketing automation platform.

Ease of Use

4.6
3.8

Support

4.5
4.3

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
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