# Capsule CRM, Method CRM vs Insightly CRM Comparison

| | Capsule CRM | Method CRM | Insightly CRM | 
|---|---|---|---|
| **Star Rating** | 4.7 out of 5 | 4.4 out of 5 | 4.2 out of 5 | 
| **Total Reviews** | 491 | 337 | 942 | 
| **Largest Market Segment** | Small-Business (93.3% of reviews) | Small-Business (89.4% of reviews) | Small-Business (73.2% of reviews) | 
| **Entry Level Price** | $0.00 2 Users Per Month | Free Trial | $29/ user, per month (billed annually) | 

---
## Top Pros & Cons

### Capsule CRM

Pros:
- Ease of Use (72 reviews)
- Customer Support (38 reviews)

Cons:
- Missing Features (14 reviews)
- Limited Customization (11 reviews)

### Method CRM

Pros:
- Ease of Use (19 reviews)
- Easy Customization (19 reviews)

Cons:
- Learning Curve (7 reviews)
- Limited Customization (6 reviews)

### Insightly CRM

Pros:
- Ease of Use (20 reviews)
- Easy Customization (8 reviews)

Cons:
- Learning Curve (7 reviews)
- Limited Customization (7 reviews)

---
## Ratings Comparison
| Rating | Capsule CRM | Method CRM | Insightly CRM | 
|---|---|---|---|
  | **Meets Requirements** | 9.0 (408 reviews) | 8.5 (259 reviews) | 8.3 (800 reviews) | 
  | **Ease of Use** | 9.4 (432 reviews) | 8.3 (264 reviews) | 8.4 (805 reviews) | 
  | **Ease of Setup** | 9.3 (314 reviews) | 8.1 (159 reviews) | 8.3 (361 reviews) | 
  | **Ease of Admin** | 9.4 (180 reviews) | 8.3 (139 reviews) | 8.5 (337 reviews) | 
  | **Quality of Support** | 9.4 (358 reviews) | 9.0 (253 reviews) | 8.0 (685 reviews) | 
  | **Has the product been a good partner in doing business?** | 9.5 (174 reviews) | 8.9 (140 reviews) | 8.5 (321 reviews) | 
  | **Product Direction (% positive)** | 9.3 (404 reviews) | 8.8 (243 reviews) | 8.0 (773 reviews) | 

---
## Pricing

### Capsule CRM

#### Entry-Level Pricing

Plan: Free

Price: $0.00 2 Users Per Month

Description: Our free CRM to help you get started with basic features for up to 2 users.

Key Features:
- 250 Contacts
- 25 Custom Fields
- 10 AI Content Assists

[Browse all 5 editions](https://www.g2.com/products/capsule-crm/pricing)

#### Free Trial

Yes

### Method CRM

#### Entry-Level Pricing

Plan: Free trial

Price: Free Trial

Description: 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.

Key Features:
- Real-time sync with QuickBooks
- Create estimates, sales orders, invoices, and more
- Accept payments through customer portals

[Browse all 4 editions](https://www.g2.com/products/method-crm/pricing)

#### Free Trial

Yes

### Insightly CRM

#### Entry-Level Pricing

Plan: Plus

Price: $29 / user, per month (billed annually)


[Browse all 3 editions](https://www.g2.com/products/insightly-crm/pricing)

#### Free Trial

Yes

---
## Features Comparison By Category

### E-Signature

| Product | Score | Reviews |
|---|---|---|
| **Capsule CRM** | N/A | N/A |
| **Method CRM** | N/A | N/A |
| **Insightly CRM** | N/A | N/A |

#### Signature Process

| Feature | Capsule CRM | Method CRM | Insightly CRM | 
|---|---|---|---|
| **Document Signing** | Not enough data | Not enough data | Not enough data | 
| **Reminders and Expirations** | Not enough data | Not enough data | Not enough data | 
| **Sign-In Process** | Not enough data | Not enough data | Not enough data | 
| **Mobile Signatures** | Not enough data | Not enough data | Not enough data | 
| **Signature Workflow** | Not enough data | Not enough data | Not enough data | 
| **Bulk Digital Signatures ** | Not enough data | Not enough data | Not enough data | 
| **Reporting** | Not enough data | Not enough data | Not enough data | 
| **Signature Document Creation** | Not enough data | Not enough data | Not enough data | 

#### Agentic AI - E-Signature

| Feature | Capsule CRM | Method CRM | Insightly CRM | 
|---|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | Not enough data | 

#### Security and Scalability

| Feature | Capsule CRM | Method CRM | Insightly CRM | 
|---|---|---|---|
| **Regulatory Compliance** | Not enough data | Not enough data | Not enough data | 
| **Signature History and Audit** | Not enough data | Not enough data | Not enough data | 
| **Enterprise Scalability** | Not enough data | Not enough data | Not enough data | 

#### Platform

| Feature | Capsule CRM | Method CRM | Insightly CRM | 
|---|---|---|---|
| **Custom Branding** | Not enough data | Not enough data | Not enough data | 
| **User, Role, and Access Management** | Not enough data | Not enough data | Not enough data | 
| **Internationalization** | Not enough data | Not enough data | Not enough data | 
| **Performance and Reliability** | Not enough data | Not enough data | Not enough data | 
| **Integration APIs** | Not enough data | Not enough data | Not enough data | 

### CRM

| Product | Score | Reviews |
|---|---|---|
| **Capsule CRM** | 8.0/10 | 387 |
| **Method CRM** | 7.6/10 | 222 |
| **Insightly CRM** | 7.8/10 | 732 |

#### Sales Force Automation

| Feature | Capsule CRM | Method CRM | Insightly CRM | 
|---|---|---|---|
| **Contact & Account Management** | 9.1 (345 reviews) ✓ Verified | 8.8 (192 reviews) ✓ Verified | 8.5 (628 reviews) ✓ Verified | 
| **Opportunity & Pipeline Mgmt.** | 8.9 (338 reviews) ✓ Verified | 8.4 (166 reviews) ✓ Verified | 8.3 (598 reviews) ✓ Verified | 
| **Task / Activity Management** | 9.1 (350 reviews) ✓ Verified | 8.4 (185 reviews) ✓ Verified | 8.1 (627 reviews) ✓ Verified | 
| **Territory & Quota Management** | 7.4 (269 reviews) | 7.5 (116 reviews) | 7.5 (350 reviews) ✓ Verified | 
| **Desktop Integration** | 8.4 (304 reviews) ✓ Verified | 8.3 (159 reviews) ✓ Verified | 8.0 (453 reviews) ✓ Verified | 
| **Product & Price List Management** | 7.4 (266 reviews) | 8.2 (145 reviews) ✓ Verified | 7.5 (339 reviews) ✓ Verified | 
| **Quote & Order Management** | 7.4 (261 reviews) | 8.5 (156 reviews) ✓ Verified | 7.6 (349 reviews) ✓ Verified | 
| **Customer Contract Management** | 8.2 (290 reviews) ✓ Verified | 8.3 (153 reviews) | 8.0 (423 reviews) ✓ Verified | 

#### Marketing Automation

| Feature | Capsule CRM | Method CRM | Insightly CRM | 
|---|---|---|---|
| **Email Marketing** | 7.8 (286 reviews) | 7.7 (125 reviews) ✓ Verified | 7.6 (407 reviews) ✓ Verified | 
| **Campaign Management** | Feature Not Available | 7.5 (121 reviews) | Feature Not Available | 
| **Lead Management** | 8.8 (311 reviews) ✓ Verified | 8.3 (154 reviews) ✓ Verified | 8.1 (523 reviews) ✓ Verified | 
| **Marketing ROI Analytics** | Feature Not Available | Feature Not Available | 7.5 (339 reviews) ✓ Verified | 

#### Customer Support

| Feature | Capsule CRM | Method CRM | Insightly CRM | 
|---|---|---|---|
| **Case Management** | 8.6 (298 reviews) ✓ Verified | 8.4 (148 reviews) ✓ Verified | 7.8 (394 reviews) | 
| **Customer Support Portal** | 8.3 (282 reviews) | 8.5 (156 reviews) ✓ Verified | 7.8 (400 reviews) | 
| **Knowledge Base** | 8.4 (286 reviews) | 8.3 (161 reviews) | 7.9 (460 reviews) | 
| **Call Center Features** | 7.4 (257 reviews) | 7.9 (128 reviews) | 7.6 (325 reviews) ✓ Verified | 
| **Support Analytics** | 7.9 (253 reviews) | 8.2 (132 reviews) | 7.8 (361 reviews) | 

#### Reporting & Analytics

| Feature | Capsule CRM | Method CRM | Insightly CRM | 
|---|---|---|---|
| **Reporting** | 8.0 (295 reviews) ✓ Verified | 8.0 (166 reviews) ✓ Verified | 7.9 (531 reviews) ✓ Verified | 
| **Dashboards** | 8.6 (302 reviews) ✓ Verified | 8.2 (185 reviews) ✓ Verified | 7.9 (554 reviews) ✓ Verified | 
| **Forecasting** | 7.9 (272 reviews) ✓ Verified | 7.3 (120 reviews) | 7.6 (387 reviews) ✓ Verified | 

#### Mobile & Social

| Feature | Capsule CRM | Method CRM | Insightly CRM | 
|---|---|---|---|
| **Social Collaboration Features** | 7.4 (255 reviews) ✓ Verified | 7.5 (99 reviews) ✓ Verified | 7.8 (356 reviews) ✓ Verified | 
| **Social Network Integration** | Feature Not Available | Feature Not Available | 7.7 (352 reviews) ✓ Verified | 
| **Mobile User Support** | 8.3 (270 reviews) ✓ Verified | 7.9 (132 reviews) ✓ Verified | 7.8 (417 reviews) ✓ Verified | 

#### Platform

| Feature | Capsule CRM | Method CRM | Insightly CRM | 
|---|---|---|---|
| **Customization** | 8.3 (285 reviews) ✓ Verified | 8.2 (136 reviews) ✓ Verified | 7.9 (317 reviews) ✓ Verified | 
| **Workflow Capability** | 8.4 (280 reviews) ✓ Verified | 8.3 (128 reviews) | 8.1 (310 reviews) ✓ Verified | 
| **User, Role, and Access Management** | 8.6 (281 reviews) ✓ Verified | 8.5 (140 reviews) ✓ Verified | 8.4 (322 reviews) ✓ Verified | 
| **Internationalization** | 7.5 (243 reviews) ✓ Verified | 7.9 (88 reviews) | 8.0 (215 reviews) ✓ Verified | 
| **Sandbox / Test Environments** | 6.7 (228 reviews) ✓ Verified | 7.1 (91 reviews) | 7.2 (87 reviews) | 
| **Document & Content Mgmt.** | 7.5 (255 reviews) ✓ Verified | 7.8 (102 reviews) ✓ Verified | 7.6 (252 reviews) ✓ Verified | 
| **Performance and Reliability** | 9.4 (284 reviews) ✓ Verified | 8.6 (135 reviews) ✓ Verified | 8.3 (319 reviews) ✓ Verified | 
| **Output Document Generation** | 7.4 (246 reviews) | 7.9 (112 reviews) ✓ Verified | 7.6 (214 reviews) ✓ Verified | 

#### Integration

| Feature | Capsule CRM | Method CRM | Insightly CRM | 
|---|---|---|---|
| **Data Import & Export Tools** | 8.2 (267 reviews) ✓ Verified | 8.0 (132 reviews) ✓ Verified | 8.0 (288 reviews) ✓ Verified | 
| **Integration APIs** | 7.8 (258 reviews) ✓ Verified | 7.6 (108 reviews) ✓ Verified | 7.6 (237 reviews) ✓ Verified | 
| **Breadth of Partner Applications** | 7.6 (241 reviews) ✓ Verified | 7.7 (100 reviews) ✓ Verified | 7.3 (223 reviews) ✓ Verified | 

#### Generative AI

| Feature | Capsule CRM | Method CRM | Insightly CRM | 
|---|---|---|---|
| **AI Text Generation** | 6.8 (220 reviews) | 6.6 (48 reviews) | 6.9 (27 reviews) | 

#### Agentic AI - CRM

| Feature | Capsule CRM | Method CRM | Insightly CRM | 
|---|---|---|---|
| **Autonomous Task Execution** | 7.1 (23 reviews) | 5.0 (6 reviews) | 7.6 (7 reviews) | 
| **Multi-step Planning** | 8.3 (19 reviews) | 6.1 (6 reviews) | 8.3 (7 reviews) | 
| **Cross-system Integration** | 7.9 (19 reviews) | 6.7 (7 reviews) | 8.1 (8 reviews) | 
| **Adaptive Learning** | 7.9 (19 reviews) | 6.1 (6 reviews) | 8.3 (8 reviews) | 
| **Natural Language Interaction** | 7.3 (20 reviews) | 5.3 (6 reviews) | 8.1 (7 reviews) | 
| **Proactive Assistance** | 8.1 (19 reviews) | 5.0 (6 reviews) | 7.4 (7 reviews) | 
| **Decision Making** | 7.5 (19 reviews) | 5.6 (6 reviews) | 7.6 (7 reviews) | 

### Invoice Management

| Product | Score | Reviews |
|---|---|---|
| **Capsule CRM** | N/A | N/A |
| **Method CRM** | N/A | N/A |
| **Insightly CRM** | N/A | N/A |

#### Invoice Generation

| Feature | Capsule CRM | Method CRM | Insightly CRM | 
|---|---|---|---|
| **Templates** | Not enough data | Not enough data | Not enough data | 
| **Digital Invoices** | Not enough data | Not enough data | Not enough data | 
| **Recurring Invoices** | Not enough data | Not enough data | Not enough data | 

#### Invoice Processing

| Feature | Capsule CRM | Method CRM | Insightly CRM | 
|---|---|---|---|
| **Approvals** | Not enough data | Not enough data | Not enough data | 
| **Batch Processing** | Not enough data | Not enough data | Not enough data | 
| **Consolidation** | Not enough data | Not enough data | Not enough data | 
| **Match Invoices** | Not enough data | Not enough data | Not enough data | 

#### Analytics

| Feature | Capsule CRM | Method CRM | Insightly CRM | 
|---|---|---|---|
| **Due Dates** | Not enough data | Not enough data | Not enough data | 
| **Cashflow** | Not enough data | Not enough data | Not enough data | 
| **KPIs** | Not enough data | Not enough data | Not enough data | 
| **Payment Tracking** | Not enough data | Not enough data | Not enough data | 

#### Integration

| Feature | Capsule CRM | Method CRM | Insightly CRM | 
|---|---|---|---|
| **Accounting** | Not enough data | Not enough data | Not enough data | 
| **Payments** | Not enough data | Not enough data | Not enough data | 
| **ERP** | Not enough data | Not enough data | Not enough data | 
| **Account Sync** | Not enough data | Not enough data | Not enough data | 

#### Agentic AI - Invoice Management

| Feature | Capsule CRM | Method CRM | Insightly CRM | 
|---|---|---|---|
| **Cross-system Integration** | Not enough data | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | Not enough data | 

### Sales Analytics

| Product | Score | Reviews |
|---|---|---|
| **Capsule CRM** | N/A | N/A |
| **Method CRM** | N/A | N/A |
| **Insightly CRM** | 8.3/10 | 47 |

#### Agentic AI - Sales Analytics

| Feature | Capsule CRM | Method CRM | Insightly CRM | 
|---|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | Not enough data | 

#### Data Sourcing

| Feature | Capsule CRM | Method CRM | Insightly CRM | 
|---|---|---|---|
| **Data Sourcing** | Not enough data | Not enough data | 8.2 (35 reviews) | 
| **Exporting & Sharing Data** | Not enough data | Not enough data | 8.6 (43 reviews) | 
| **Multi-Device Data Visualization** | Not enough data | Not enough data | 8.3 (35 reviews) | 
| **Interactive Dashboards** | Not enough data | Not enough data | 8.7 (41 reviews) | 
| **Data Segmentation** | Not enough data | Not enough data | 8.0 (36 reviews) | 

#### Predictive Analytics

| Feature | Capsule CRM | Method CRM | Insightly CRM | 
|---|---|---|---|
| **Lead Scoring** | Not enough data | Not enough data | 7.9 (37 reviews) | 
| **Opportunity Scoring** | Not enough data | Not enough data | 7.9 (38 reviews) | 
| **Risk Analysis** | Not enough data | Not enough data | 7.8 (33 reviews) | 
| **Live Forecasting** | Not enough data | Not enough data | 7.8 (35 reviews) | 

#### Sales Management

| Feature | Capsule CRM | Method CRM | Insightly CRM | 
|---|---|---|---|
| **Live Pipeline Management** | Not enough data | Not enough data | 8.5 (37 reviews) | 
| **Sales Gamification** | Not enough data | Not enough data | 8.1 (30 reviews) | 
| **Account-Based Analytics** | Not enough data | Not enough data | 8.7 (32 reviews) | 
| **Activity Tracking** | Not enough data | Not enough data | 8.8 (39 reviews) | 

### Accounting & Finance

| Product | Score | Reviews |
|---|---|---|
| **Capsule CRM** | N/A | N/A |
| **Method CRM** | N/A | N/A |
| **Insightly CRM** | N/A | N/A |

#### Agentic AI - Accounting & Finance

| Feature | Capsule CRM | Method CRM | Insightly CRM | 
|---|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | Not enough data | 

---
## Categories
**Shared Categories (1):** [CRM Software](https://www.g2.com/categories/crm)

**Unique to Capsule CRM (1):** [Construction CRM Software](https://www.g2.com/categories/construction-crm)

**Unique to Method CRM (2):** [Invoice Management Software](https://www.g2.com/categories/invoice-management), [E-Signature Software](https://www.g2.com/categories/e-signature)

**Unique to Insightly CRM (1):** [Sales Analytics Software](https://www.g2.com/categories/sales-analytics)


---
## Reviewer Demographics

### By Company Size

| Segment | Capsule CRM | Method CRM | Insightly CRM | 
|---|---|---|---|
| **Small-Business** | 93.3% | 89.4% | 73.2% | 
| **Mid-Market** | 6.3% | 10.0% | 20.2% | 
| **Enterprise** | 0.4% | 0.6% | 6.6% | 

### By Industry

#### Capsule CRM

- **Consulting:** 9.3%
- **Information Technology and Services:** 8.1%
- **Marketing and Advertising:** 8.1%
- **Computer Software:** 5.1%
- **Financial Services:** 5.1%
- **Professional Training & Coaching:** 3.4%
- **Manufacturing:** 2.3%
- **Construction:** 2.1%
- **Education Management:** 2.1%
- **Events Services:** 2.1%
- **Other:** 52.2%

#### Method CRM

- **Construction:** 15.6%
- **Wholesale:** 5.6%
- **Accounting:** 4.4%
- **Consumer Services:** 4.0%
- **Automotive:** 3.7%
- **Electrical/Electronic Manufacturing:** 3.1%
- **Marketing and Advertising:** 3.1%
- **Retail:** 3.1%
- **Building Materials:** 2.5%
- **Consumer Goods:** 2.5%
- **Other:** 52.3%

#### Insightly CRM

- **Marketing and Advertising:** 10.0%
- **Information Technology and Services:** 6.2%
- **Construction:** 4.8%
- **Computer Software:** 4.0%
- **Financial Services:** 3.9%
- **Real Estate:** 3.5%
- **Management Consulting:** 3.3%
- **Non-Profit Organization Management:** 2.7%
- **Accounting:** 2.5%
- **Education Management:** 2.5%
- **Other:** 56.7%

---
## Alternatives

### Alternatives to Capsule CRM

- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25791 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13810 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3046 reviews)
- [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2928 reviews)
- [Nutshell](https://www.g2.com/products/nutshell/reviews) — 4.3/5 stars (1428 reviews)
- [Copper](https://www.g2.com/products/copper/reviews) — 4.5/5 stars (1157 reviews)
- [Nimble CRM](https://www.g2.com/products/nimble/reviews) — 4.5/5 stars (1114 reviews)
- [Agile CRM](https://www.g2.com/products/agile-crm/reviews) — 4.0/5 stars (365 reviews)
- [Freshsales](https://www.g2.com/products/freshsales/reviews) — 4.5/5 stars (1233 reviews)
- [Workbooks](https://www.g2.com/products/workbooks/reviews) — 4.2/5 stars (573 reviews)

### Alternatives to Method CRM

- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25791 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13810 reviews)
- [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2928 reviews)
- [Copper](https://www.g2.com/products/copper/reviews) — 4.5/5 stars (1157 reviews)
- [Thryv](https://www.g2.com/products/thryv/reviews) — 4.2/5 stars (1995 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3046 reviews)
- [Freshsales](https://www.g2.com/products/freshsales/reviews) — 4.5/5 stars (1233 reviews)
- [Pipeline CRM](https://www.g2.com/products/pipeline-crm/reviews) — 4.3/5 stars (952 reviews)
- [monday CRM](https://www.g2.com/products/monday-crm/reviews) — 4.6/5 stars (1165 reviews)
- [NetSuite](https://www.g2.com/products/netsuite/reviews) — 4.1/5 stars (4775 reviews)

### Alternatives to Insightly CRM

- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25791 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13810 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3046 reviews)
- [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2928 reviews)
- [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) — 3.8/5 stars (1618 reviews)
- [Nutshell](https://www.g2.com/products/nutshell/reviews) — 4.3/5 stars (1428 reviews)
- [Freshsales](https://www.g2.com/products/freshsales/reviews) — 4.5/5 stars (1233 reviews)
- [Copper](https://www.g2.com/products/copper/reviews) — 4.5/5 stars (1157 reviews)
- [Pipeline CRM](https://www.g2.com/products/pipeline-crm/reviews) — 4.3/5 stars (952 reviews)
- [Workbooks](https://www.g2.com/products/workbooks/reviews) — 4.2/5 stars (573 reviews)

---
## Top Discussions

### Capsule CRM

- Title: [What is Capsule CRM used for?](https://www.g2.com/discussions/what-is-capsule-crm-used-for) — 1 comment *(includes official response)*
  > **Top comment:** "Capsule  is used for managing and optimizing customer relationships. It serves as a powerful tool for salespeople, marketers, and business owners to..."
- Title: [What are the top 5 CRM systems?](https://www.g2.com/discussions/capsule-crm-what-are-the-top-5-crm-systems) — 1 comment *(includes official response)*
  > **Top comment:** "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..."
- Title: [What is CRM database software?](https://www.g2.com/discussions/what-is-crm-database-software) — 1 comment *(includes official response)*
  > **Top comment:** "CRM (Customer Relationship Management) database software is a specialized application or system that is designed to store and manage customer-related data..."
- Title: [What is a case in Capsule CRM?](https://www.g2.com/discussions/what-is-a-case-in-capsule-crm) — 1 comment *(includes official response)*
  > **Top comment:** "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..."
- Title: [What are the features of CRM software?](https://www.g2.com/discussions/capsule-crm-what-are-the-features-of-crm-software) — 1 comment *(includes official response)*
  > **Top comment:** "CRM (Customer Relationship Management) software comes with a wide range of features designed to help businesses manage and optimize their customer..."

### Method CRM

- Title: [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?](https://www.g2.com/discussions/50425-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, 1 upvote
  > **Top comment:** "How is Method not working correctly? Have you reached out to their customer support via chat?"
- Title: [What version of QuickBooks do I need to use Method:CRM?](https://www.g2.com/discussions/50132-what-version-of-quickbooks-do-i-need-to-use-method-crm) — 2 comments, 2 upvotes
  > **Top comment:** "Method:CRM supports both QuickBooks Desktop and QuickBooks Online. 

QuickBooks Online
QuickBooks Online USA, UK, Canada, Australia, India, and Global..."
- Title: [What is Method CRM used for?](https://www.g2.com/discussions/what-is-method-crm-used-for) — 1 comment *(includes official response)*
  > **Top comment:** "Method CRM is your all-in-one tool for managing leads, automating sales processes, creating estimates and invoices, collecting payments, and syncing..."
- Title: [How much does Method CRM cost?](https://www.g2.com/discussions/how-much-does-method-crm-cost) — 1 comment
  > **Top comment:** "$45/mo"
- Title: [What is method CRM?](https://www.g2.com/discussions/what-is-method-crm) — 1 comment
  > **Top comment:** "It is an advanced CRM system that integrates with Quickbooks as well. You can use it to track all your customer contacts in one place as well as track new..."

### Insightly CRM

- Title: [What is Insightly CRM used for?](https://www.g2.com/discussions/insightly-crm-what-is-insightly-crm-used-for) — 2 comments
  > **Top comment:** "The management and optimization of customer and prospective client interactions is achieved through the use of Insightly CRM (Customer Relationship..."
- Title: [What is the best of linking email to insightly?](https://www.g2.com/discussions/15124-what-is-the-best-of-linking-email-to-insightly) — 2 comments, 1 upvote
  > **Top comment:** "We connect our exchange account but gmail work too - pretty simple. Alternative is to bcc Insightly on outgoing mail and capture them that way. "
- Title: [What sales anayltics options come with the platform?](https://www.g2.com/discussions/what-sales-anayltics-options-come-with-the-platform) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Insightly offers customizable dashboards and reports that help your team quickly visualize performance and make data-driven decisions. You can find on-demand..."
- Title: [Does Insightly have any email or marketing automation features?](https://www.g2.com/discussions/does-insightly-have-any-email-or-marketing-automation-features) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Hello! Yes--Insightly's CRM lets you send sales emails back and forth with your leads. You'll also see a record of those synced conversations in the CRM in..."
- Title: [Do I need custom code for Insightly's integrations?](https://www.g2.com/discussions/do-i-need-custom-code-for-insightly-s-integrations) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Hey! Custom code knowledge is not required. Insightly offers AppConnect, a low-code, no-code integration automation tool to streamline the process. There are..."

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**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/capsule-crm-vs-method-crm-vs-insightly-crm)