Compare Capsule CRM and Method CRM 
Featured Products
At a Glance
Market Segments
Small-Business (93.1% of reviews)
Small-Business (89.8% of reviews)
Entry-Level Pricing
$0.00 2 Users Per Month
Free Trial
Capsule CRM
Star Rating
(478)4.7 out of 5
Market Segments
Small-Business (93.1% of reviews)
Pros & Cons
Entry-Level Pricing
$0.00 2 Users Per Month
Free Trial is available
Browse all 5 pricing plansMethod CRM
Star Rating
(330)4.4 out of 5
Market Segments
Small-Business (89.8% of reviews)
Pros & Cons
Entry-Level Pricing
Free Trial
Free Trial is available
Browse all 4 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Capsule CRM excels in user experience, with many praising its intuitive interface and ease of navigation. Users appreciate the ability to access and share information seamlessly, which enhances team collaboration and client care.
- According to verified reviews, Capsule CRM stands out for its quick implementation process. New users have highlighted the intuitive onboarding wizard that simplifies setup, making it easier to get started compared to Method CRM, which, while customizable, may require more initial effort to tailor to specific needs.
- Users say that Capsule CRM's task and reminder features are particularly beneficial for daily organization, helping them stay on top of their responsibilities. In contrast, while Method CRM offers deep customization options, some users find that it can be overwhelming to navigate initially.
- Reviewers mention that Capsule CRM provides exceptional support quality, with many noting the responsiveness and helpfulness of the support team. Method CRM also receives positive feedback for its customer support, but Capsule's higher ratings suggest a more consistent experience.
- G2 reviewers highlight that Capsule CRM's overall satisfaction is reflected in its higher G2 Score, indicating a stronger market presence and user approval. Method CRM, while still valuable, has a lower score, suggesting it may not meet user expectations as consistently.
- According to recent user feedback, Capsule CRM is favored for its comprehensive features that cater to small businesses, while Method CRM is noted for its effectiveness in managing specific tasks like annual renewals. However, users of Method CRM have expressed a desire for more streamlined features to enhance daily usability.
Pricing
Entry-Level Pricing
Capsule CRM
Free
$0.00
2 Users Per Month
Our free CRM to help you get started with basic features for up to 2 users.
- 250 Contacts
- 25 Custom Fields
- 10 AI Content Assists
Method CRM
Free trial
Free Trial
When you start your free trial, your account will automatically include all of the features in our CRM Pro plan. If you want the CRM Enterprise features, you can also add them for free during your trial. You can also add unlimited users during your free trial.
- Real-time sync with QuickBooks
- Create estimates, sales orders, invoices, and more
- Accept payments through customer portals
Free Trial
Capsule CRM
Free Trial is available
Method CRM
Free Trial is available
Ratings
Meets Requirements
9.0
403
8.5
256
Ease of Use
9.4
424
8.3
261
Ease of Setup
9.3
306
8.0
156
Ease of Admin
9.4
182
8.3
136
Quality of Support
9.4
355
9.0
250
Has the product been a good partner in doing business?
9.5
176
8.9
136
Product Direction (% positive)
9.3
401
8.8
240
Features by Category
Signature Process
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - E-Signature
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Security and Scalability
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Sales Force Automation
9.1
343
|
Verified
8.8
191
|
Verified
Feature Not Available
Feature Not Available
8.9
338
|
Verified
8.4
164
|
Verified
9.1
343
|
Verified
8.4
182
|
Verified
7.5
274
7.5
116
8.4
305
|
Verified
8.3
159
|
Verified
7.4
269
8.2
145
|
Verified
7.4
266
8.5
155
|
Verified
8.2
293
|
Verified
8.3
153
Marketing Automation
7.8
289
7.7
125
|
Verified
Feature Not Available
7.5
121
8.8
314
|
Verified
8.3
154
|
Verified
Feature Not Available
Feature Not Available
Customer Support
8.6
303
|
Verified
8.4
148
|
Verified
8.3
287
8.5
156
|
Verified
8.4
290
8.3
161
7.4
262
7.9
128
7.9
258
8.2
132
Reporting & Analytics
8.1
296
|
Verified
8.0
166
|
Verified
8.6
304
|
Verified
8.2
185
|
Verified
8.0
277
|
Verified
7.3
120
Mobile & Social
7.4
260
|
Verified
7.5
99
|
Verified
Feature Not Available
Feature Not Available
8.3
275
|
Verified
7.9
132
|
Verified
Platform
8.3
286
|
Verified
8.2
136
|
Verified
8.4
282
|
Verified
8.3
128
8.6
284
|
Verified
8.5
140
|
Verified
7.5
246
|
Verified
7.9
88
6.8
230
|
Verified
7.1
91
7.5
256
|
Verified
7.8
102
|
Verified
9.4
287
|
Verified
8.6
135
|
Verified
7.4
249
7.9
112
|
Verified
Integration
8.2
269
|
Verified
8.0
132
|
Verified
7.8
260
|
Verified
7.6
108
|
Verified
7.7
243
|
Verified
7.7
100
|
Verified
Generative AI
6.8
225
6.6
48
Agentic AI - CRM
7.3
26
5.0
6
8.6
23
6.1
6
8.3
24
6.7
7
8.3
24
6.1
6
7.8
25
5.3
6
8.5
25
5.0
6
8.1
24
5.6
6
Invoice Generation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Invoice Processing
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Invoice Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Accounting & Finance
Not enough data
Not enough data
Categories
Categories
Shared Categories
Capsule CRM and Method CRM are categorized as CRM
Unique Categories
Capsule CRM has no unique categories
Method CRM is categorized as Invoice Management and E-Signature
Reviews
Reviewers' Company Size
Capsule CRM
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Method CRM
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Consulting
9.3%
Marketing and Advertising
8.4%
Information Technology and Services
8.0%
Computer Software
5.2%
Financial Services
5.2%
Other
63.9%
Construction
15.5%
Wholesale
5.7%
Accounting
4.4%
Consumer Services
4.1%
Automotive
3.8%
Other
66.6%
Alternatives
Discussions
What are the top 5 CRM systems?
1 Comment
Official Response from Capsule CRM
Choosing the right CRM for your business is crucial as there is no one-size-fits-all solution. Each of the CRM systems mentioned comes with its own strengths...Read more
What is a case in Capsule CRM?
1 Comment
Official Response from Capsule CRM
In Capsule, a "case" has been renamed to a "project." A project in Capsule refers to a structured and organized way to manage and track specific work or...Read more
What is Capsule CRM used for?
1 Comment
Official Response from Capsule CRM
Capsule is used for managing and optimizing customer relationships. It serves as a powerful tool for salespeople, marketers, and business owners to...Read more
We have struggled with Method not working correctly for 4 months and still having issues. Why does it take so long and why dont you value customers?
2 Comments
SM
How is Method not working correctly? Have you reached out to their customer support via chat?Read more
What version of QuickBooks do I need to use Method:CRM?
2 Comments
BB
QuickBooks Online isn’t optimized for customer relations
QuickBooks organizes your business finances helping you track purchases and payments, and how your...Read more
How do you mass download documents from classic to new version?
1 Comment
MM
Hi Landon, thanks for bringing this to our attention! You will need to contact our support team to assist you on this. They can be easily reached by live...Read more
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