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# Capsule CRM vs Salesflare Comparison - What are their main differences?

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CapsuleSalesflare[+ Add Product](#)

Reviews

**Capsule CRM** [

4.7/5(521)

](https://www.g2.com/products/capsule-crm/reviews#reviews)

**Salesflare** [

4.8/5(299)

](https://www.g2.com/products/salesflare/reviews#reviews)

Pricing

**Capsule CRM**
Free Trial

**$0.00** 2 Users Per Month · Free

**Salesflare**
Free Trial

**$29.00** 1 Users Per Month · Growth

**Pricing Insights**
from reviews

Time to Implement

**Capsule CRM**
1 month

Based on 158 responses

**Salesflare**
1 month

Based on 63 responses

Return on Investment

**Capsule CRM**
4 months2 months sooner

Based on 151 responses

**Salesflare**
6 months

Based on 53 responses

Perceived Cost

**Capsule CRM**
$$$$$

**Salesflare**
$$$$$

Average Discount

**Capsule CRM**
8%

**Salesflare**
26%18% more

 ![Capsule CRM](https://images.g2crowd.com/uploads/product/hd_favicon/fa2c7fe04036e31d16639ba367905491/capsule-crm.svg "Capsule CRM")

 ![Salesflare](https://images.g2crowd.com/uploads/product/hd_favicon/fdb7640bfd24782c31aec3653d9a4b2c/salesflare.svg "Salesflare")

G2 offers free advice on this comparison.

Chat with an expert

How do we contact you?

 ![](/assets/advisor_router/text_message-df41c2977e57ce19bdccb768c56510d9fa9182b581f7903660ca57fd8634bf09.svg)Text Message

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Who do you want to talk with?

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Pros & Cons

**Capsule CRM**
[
Ease of Use (72)
](https://www.g2.com/products/capsule-crm/reviews?filters%5Bsentiment_snippet%5D=1600687&qs=pros-and-cons#reviews)[
Customer Support (38)
](https://www.g2.com/products/capsule-crm/reviews?filters%5Bsentiment_snippet%5D=1605099&qs=pros-and-cons#reviews)[
Missing Features (14)
](https://www.g2.com/products/capsule-crm/reviews?filters%5Bsentiment_snippet%5D=1605006&qs=pros-and-cons#reviews)[
Limited Customization (11)
](https://www.g2.com/products/capsule-crm/reviews?filters%5Bsentiment_snippet%5D=1604284&qs=pros-and-cons#reviews)

**Salesflare**
[
Ease of Use (17)
](https://www.g2.com/products/salesflare/reviews?filters%5Bsentiment_snippet%5D=1829306&qs=pros-and-cons#reviews)[
Helpful (13)
](https://www.g2.com/products/salesflare/reviews?filters%5Bsentiment_snippet%5D=1825707&qs=pros-and-cons#reviews)[
Missing Features (9)
](https://www.g2.com/products/salesflare/reviews?filters%5Bsentiment_snippet%5D=1827956&qs=pros-and-cons#reviews)[
Limited Features (6)
](https://www.g2.com/products/salesflare/reviews?filters%5Bsentiment_snippet%5D=1828995&qs=pros-and-cons#reviews)

Integrations

**Capsule CRM**
[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_fe1a5b6fca7e6a5c7e11506f10841393/add-to-crm.png "Product Avatar Image")

Add to CRM

](https://www.g2.com/products/add-to-crm/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_da24ab8969ae1c7989ab7867d0dd2142/aircall.png "Product Avatar Image")

Aircall

](https://www.g2.com/products/aircall/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_64cb499ae4c10e973d3eb4d81c4ae4d1/akita-software-akita.jpg "Product Avatar Image")

Akita

](https://www.g2.com/products/akita-software-akita/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_99c4bd25dc044ae603ad32e419e76983/apollo-io.png "Product Avatar Image")

Apollo.io

](https://www.g2.com/products/apollo-io/reviews)[
View all
](https://www.g2.com/products/capsule-crm/integrations)

**Salesflare**
Not enough data

Screenshots

**Capsule CRM**
 ![Capsule CRM screenshot](https://images.g2crowd.com/cdn-cgi/image/width=600,height=600,fit=scale-down,format=auto,onerror=redirect,/https://images.g2crowd.com/uploads/attachment/file/1371044/G2-1.png)

**Salesflare**
 ![Salesflare screenshot](https://images.g2crowd.com/cdn-cgi/image/width=600,height=600,fit=scale-down,format=auto,onerror=redirect,/https://images.g2crowd.com/uploads/attachment/file/57476/desktop-sales-pipeline.png)

Ratings

Meets Requirements

**Capsule CRM**

9.0

9.0432

**Salesflare**

9.1

9.1218

Ease of Use

**Capsule CRM**

9.4

9.4458

**Salesflare**

9.3

9.3230

Ease of Setup

**Capsule CRM**

9.3

9.3340

**Salesflare**

9.4

9.4118

Ease of Admin

**Capsule CRM**

9.4

9.4187

**Salesflare**

9.3

9.394

Quality of Support

**Capsule CRM**

9.4

9.4379

**Salesflare**

9.7

9.7216

Has the product been a good partner in doing business?

**Capsule CRM**

9.5

9.5181

**Salesflare**

9.8

9.894

Product Direction (% positive)

**Capsule CRM**

9.3

9.3425

**Salesflare**

9.6

9.6215

Features

CRM[Hide 141 FeaturesShow 141 Features](javascript:void(0);)

8.0

411

8.5

170

Sales Force Automation

Contact & Account Management

9.1

357

|

Verified

9.3(won by 0.2)

151

|

Verified

Opportunity & Pipeline Mgmt.

8.9

349

|

Verified

9.3(won by 0.4)

155

|

Verified

Task / Activity Management

9.1(won by 0.4)

359

|

Verified

8.7

143

|

Verified

Territory & Quota Management

7.4

269

8.3(won by 0.9)

83

|

Verified

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Desktop Integration

8.4

313

|

Verified

8.8(won by 0.4)

123

|

Verified

Product & Price List Management

7.4

266

8.0(won by 0.6)

75

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Quote & Order Management

7.4

260

8.1(won by 0.7)

77

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Customer Contract Management

8.2

290

|

Verified

8.3(won by 0.1)

88

Partner Relationship Mgmt. (PRM)

Feature Not Available

Feature Not Available

Contract/License Management

Not enough data

Not enough data

Marketing Automation

Email Marketing

7.8

287

8.3(won by 0.5)

106

|

Verified

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Lead Management

8.8

314

|

Verified

9.0(won by 0.2)

135

|

Verified

Campaign Management

Feature Not Available

Feature Not Available

Marketing ROI Analytics

Feature Not Available

Feature Not Available

Email Management

Not enough data

Not enough data

File Management

Not enough data

Not enough data

Deal Management

Not enough data

Not enough data

Customer Support

Case Management

8.6(tied score)

299

|

Verified

8.6(tied score)

74

|

Verified

Customer Support Portal

8.3

281

8.5(won by 0.2)

80

|

Verified

Knowledge Base

8.4

285

8.6(won by 0.2)

80

|

Verified

Call Center Features

7.4

256

7.7(won by 0.3)

63

|

Verified

Support Analytics

7.9

253

8.4(won by 0.5)

67

|

Verified

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Workflow Management

Not enough data

Not enough data

Opportunity Management

Not enough data

Not enough data

Sales Pipeline Management

Not enough data

Not enough data

Reporting/Analytics

Not enough data

Not enough data

Calendar Management

Not enough data

Not enough data

Pipeline Management

Not enough data

Not enough data

Content Management

Not enough data

Not enough data

Communication Management

Not enough data

Not enough data

Visual Analytics

Not enough data

Not enough data

Template Management

Not enough data

Not enough data

Predictive Analytics

Not enough data

Not enough data

Document Management

Not enough data

Not enough data

Channel Management

Not enough data

Not enough data

Commission Management

Not enough data

Not enough data

Field Sales Management

Not enough data

Not enough data

Reporting & Analytics

Reporting

8.0

297

|

Verified

8.6(won by 0.6)

108

|

Verified

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Dashboards

8.6

303

|

Verified

8.8(won by 0.2)

135

|

Verified

Forecasting

8.0

275

|

Verified

8.5(won by 0.5)

92

|

Verified

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Mobile & Social

Social Collaboration Features

7.4

255

|

Verified

8.5(won by 1.1)

89

|

Verified

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Mobile User Support

8.3

269

|

Verified

9.1(won by 0.8)

108

|

Verified

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Social Network Integration

Feature Not Available

8.2(won by default)

89

|

Verified

Third-Party Integrations

Not enough data

Not enough data

Social Media Integration

Not enough data

Not enough data

Customer Support

Not enough data

Not enough data

Multi-Channel Social Integration

Not enough data

Not enough data

Platform

Customization

8.3

287

|

Verified

8.4(won by 0.1)

74

|

Verified

Workflow Capability

8.4

281

|

Verified

8.6(won by 0.2)

77

User, Role, and Access Management

8.6

282

|

Verified

8.9(won by 0.3)

77

|

Verified

Internationalization

7.5

244

|

Verified

8.2(won by 0.7)

55

|

Verified

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Sandbox / Test Environments

6.7

228

|

Verified

8.0(won by 1.3)

41

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Document & Content Mgmt.

7.5

256

|

Verified

8.4(won by 0.9)

52

|

Verified

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Performance and Reliability

9.4(won by 0.1)

288

|

Verified

9.3

74

|

Verified

Output Document Generation

7.4

247

8.0(won by 0.6)

44

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Mobile Access

Not enough data

Not enough data

Lead Generation

Not enough data

Not enough data

Integration

Data Import & Export Tools

8.2

267

|

Verified

8.8(won by 0.6)

67

|

Verified

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Integration APIs

7.9

261

|

Verified

8.6(won by 0.7)

64

|

Verified

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Breadth of Partner Applications

7.7

243

|

Verified

8.5(won by 0.8)

49

|

Verified

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Third-Party Integration

Not enough data

Not enough data

Internal Chat Integration

Not enough data

Not enough data

Collaboration Tools

Not enough data

Not enough data

Prospecting Tools

Not enough data

Not enough data

Real-Time Data

Not enough data

Not enough data

Generative AI

AI Text Generation

6.8

221

7.4(won by 0.6)

19

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Generative AI

Not enough data

Not enough data

Proposal Generation

Not enough data

Not enough data

Agentic AI - CRM

Autonomous Task Execution

7.2(won by default)

24

Not enough data

Multi-step Planning

8.3(won by default)

19

Not enough data

Cross-system Integration

7.8(won by default)

20

Not enough data

Adaptive Learning

7.9(won by default)

20

Not enough data

Natural Language Interaction

7.3(won by default)

20

Not enough data

Proactive Assistance

8.0(won by default)

20

Not enough data

Decision Making

7.6(won by default)

20

Not enough data

Calendar/Reminder System

Not enough data

Not enough data

Additional Functionality

Search/Filter

Not enough data

Not enough data

Alerts/Notifications

Not enough data

Not enough data

Data Import/Export

Not enough data

Not enough data

Lead Capture

Not enough data

Not enough data

Batch Processing

Not enough data

Not enough data

Email Tracking

Not enough data

Not enough data

Tagging

Not enough data

Not enough data

Pipeline Reports

Not enough data

Not enough data

Drag & Drop

Not enough data

Not enough data

Segmentation

Not enough data

Not enough data

Customizable Fields

Not enough data

Not enough data

Role-Based Permissions

Not enough data

Not enough data

Interaction Tracking

Not enough data

Not enough data

CRM

Not enough data

Not enough data

Document Storage

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Contact Database

Not enough data

Not enough data

Referral Tracking

Not enough data

Not enough data

Quotes/Estimates

Not enough data

Not enough data

Multi-Channel Communication

Not enough data

Not enough data

Lead Qualification

Not enough data

Not enough data

Marketing Automation

Not enough data

Not enough data

Email Templates

Not enough data

Not enough data

Sales Reports

Not enough data

Not enough data

Customer Journey Mapping

Not enough data

Not enough data

Reminders

Not enough data

Not enough data

Lead Scoring

Not enough data

Not enough data

Data Security

Not enough data

Not enough data

Customizable Reports

Not enough data

Not enough data

Calendar Sync

Not enough data

Not enough data

For Startups

Not enough data

Not enough data

Performance Metrics

Not enough data

Not enough data

Sales Trend Analysis

Not enough data

Not enough data

For iPad Devices

Not enough data

Not enough data

Customizable Templates

Not enough data

Not enough data

Activity Tracking

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

For Mac Devices

Not enough data

Not enough data

Landing Pages/Web Forms

Not enough data

Not enough data

Lead Nurturing

Not enough data

Not enough data

Gamification

Not enough data

Not enough data

Prioritization

Not enough data

Not enough data

Web-based Deployment

Not enough data

Not enough data

Softphone

Not enough data

Not enough data

Single Sign On

Not enough data

Not enough data

Customer Database

Not enough data

Not enough data

Event Triggered Actions

Not enough data

Not enough data

Mobile App

Not enough data

Not enough data

Email Sequences

Not enough data

Not enough data

Customer Segmentation

Not enough data

Not enough data

Lead Assignment

Not enough data

Not enough data

For Small Businesses

Not enough data

Not enough data

Live Chat

Not enough data

Not enough data

Business Card/Badge Scanning

Not enough data

Not enough data

Data Visualization

Not enough data

Not enough data

Customer Social Profiles

Not enough data

Not enough data

Social Promotion

Not enough data

Not enough data

Monitoring

Not enough data

Not enough data

Engagement Tracking

Not enough data

Not enough data

Social Media Monitoring

Not enough data

Not enough data

Customer Engagement

Not enough data

Not enough data

Sentiment Analysis

Not enough data

Not enough data

Brand Tracking

Not enough data

Not enough data

Audience Targeting

Not enough data

Not enough data

Workflow Automation

Not enough data

Not enough data

AI Sales Assistant[Hide 60 FeaturesShow 60 Features](javascript:void(0);)

Not enough data

8.9

14

Lead Facilitation

Customer-facing Chatbot

Not enough data

8.1(won by default)

9

Lead Qualification

Not enough data

8.8(won by default)

11

Lead Follow-up

Not enough data

9.2(won by default)

11

Meeting Scheduling 

Not enough data

8.8(won by default)

10

Organization

Opportunity and Pipeline Management 

Not enough data

9.4(won by default)

12

Data Entry

Not enough data

9.3(won by default)

12

Integrations / APIs

Not enough data

9.7(won by default)

10

Third-Party Integrations

Not enough data

Not enough data

Meeting Management

Not enough data

Not enough data

Calendar Management

Not enough data

Not enough data

Call Management

Not enough data

Not enough data

Document Management

Not enough data

Not enough data

Contact Management

Not enough data

Not enough data

Task Management

Not enough data

Not enough data

Lead Management

Not enough data

Not enough data

Content Management

Not enough data

Not enough data

Notes Management

Not enough data

Not enough data

Sales Activity Management

Not enough data

Not enough data

Email Management

Not enough data

Not enough data

Performance Analysis

Coaching 

Not enough data

9.2(won by default)

11

Peformance Tracking

Not enough data

9.0(won by default)

12

Email Tracking

Not enough data

Not enough data

Call Tracking

Not enough data

Not enough data

Sales Analysis

ROI Forecasting 

Not enough data

8.7(won by default)

9

Sales Forecasting 

Not enough data

8.6(won by default)

11

Generative AI

AI Text Generation

Not enough data

8.9(won by default)

6

AI Text Summarization

Not enough data

8.6(won by default)

6

Generative AI

Not enough data

Not enough data

Agentic AI - AI Sales Assistant

Autonomous Task Execution

Not enough data

Not enough data

Multi-step Planning

Not enough data

Not enough data

Cross-system Integration

Not enough data

Not enough data

Adaptive Learning

Not enough data

Not enough data

Natural Language Interaction

Not enough data

Not enough data

Proactive Assistance

Not enough data

Not enough data

Decision Making

Not enough data

Not enough data

AI/Machine Learning

Not enough data

Not enough data

Additional Functionality

Email Response Control

Not enough data

Not enough data

Speech Recognition

Not enough data

Not enough data

Customer Engagement

Not enough data

Not enough data

Dashboard

Not enough data

Not enough data

Chat/Messaging

Not enough data

Not enough data

AI Writing Assistant

Not enough data

Not enough data

For Sales Teams/Organizations

Not enough data

Not enough data

Sales Automation

Not enough data

Not enough data

Alerts/Notifications

Not enough data

Not enough data

CRM

Not enough data

Not enough data

Predictive Analytics

Not enough data

Not enough data

Lead Scoring

Not enough data

Not enough data

Templates

Not enough data

Not enough data

Reminders

Not enough data

Not enough data

Email Templates

Not enough data

Not enough data

SMS Messaging

Not enough data

Not enough data

Personalization

Not enough data

Not enough data

Reporting/Analytics

Not enough data

Not enough data

Conversation Intelligence

Not enough data

Not enough data

Lead Engagement

Not enough data

Not enough data

Customer Database

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Omnichannel Outreach

Not enough data

Not enough data

Workflow Automation

Not enough data

Not enough data

Sales Engagement[Hide 39 FeaturesShow 39 Features](javascript:void(0);)

Not enough data

8.7

46

Integrated Workflows

Task Management

Not enough data

8.8(won by default)

40

Email Tracking/Automation

Not enough data

9.3(won by default)

46

Calls and Voice

Not enough data

7.6(won by default)

29

Other Outreach Options 

Not enough data

8.8(won by default)

24

CRM Integration

Not enough data

9.2(won by default)

37

Calendar

Not enough data

9.2(won by default)

26

Shared Records

Not enough data

8.9(won by default)

19

Business Process Automation

Not enough data

Not enough data

Performance Management

Not enough data

Not enough data

Calendar Management

Not enough data

Not enough data

Sales Pipeline Management

Not enough data

Not enough data

Communication Management

Not enough data

Not enough data

Campaign Management

Not enough data

Not enough data

Repeatability and Reportability

Content Management

Not enough data

8.5(won by default)

27

Workflow Management

Not enough data

9.0(won by default)

38

Workflow Performance

Not enough data

8.6(won by default)

33

Sales Coaching and Insights

Not enough data

8.2(won by default)

27

Gamification

Not enough data

8.6(won by default)

19

AI and Automation

Lead Prioritization

Not enough data

9.1(won by default)

25

Lead Scoring

Not enough data

8.7(won by default)

25

Best Time of Day Scheduling

Not enough data

9.0(won by default)

22

Buyer Intelligence

Not enough data

8.7(won by default)

20

Machine Learning

Not enough data

8.1(won by default)

18

Generative AI

AI Text Generation

Not enough data

8.0(won by default)

9

Generative AI

Not enough data

Not enough data

Lead Generation

Not enough data

Not enough data

Agentic AI - Sales Engagement

Autonomous Task Execution

Not enough data

Not enough data

Multi-step Planning

Not enough data

Not enough data

Cross-system Integration

Not enough data

Not enough data

Adaptive Learning

Not enough data

Not enough data

Natural Language Interaction

Not enough data

Not enough data

Proactive Assistance

Not enough data

Not enough data

Decision Making

Not enough data

Not enough data

Strategic Planning

Not enough data

Not enough data

Additional Functionality

Prospecting Tools

Not enough data

Not enough data

Reporting/Analytics

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Auto-Dialer

Not enough data

Not enough data

For Sales Teams/Organizations

Not enough data

Not enough data

Sales Performance Management[Hide 82 FeaturesShow 82 Features](javascript:void(0);)

Not enough data

8.9

22

Agentic AI - Sales Performance Management

Autonomous Task Execution

Not enough data

Not enough data

Natural Language Interaction

Not enough data

Not enough data

Proactive Assistance

Not enough data

Not enough data

Incentives

Badges

Not enough data

8.5(won by default)

14

Triggers

Not enough data

8.7(won by default)

17

Commission Calculator

Not enough data

8.4(won by default)

15

Leaderboards

Not enough data

8.8(won by default)

14

Personalization

Profiles

Not enough data

9.4(won by default)

18

Custom Reports

Not enough data

9.1(won by default)

18

Dashboards

Not enough data

9.0(won by default)

21

Goal Setting/Tracking

Not enough data

9.5(won by default)

18

Sales Reports

Not enough data

Not enough data

Incentive Management

Not enough data

Not enough data

Administrative

Third-Party Integrations

Not enough data

9.0(won by default)

18

Employee Structure

Not enough data

9.1(won by default)

18

Behavior Monitoring

Not enough data

8.5(won by default)

17

Additional Functionality

Generative AI

Not enough data

Not enough data

Gamification

Not enough data

Not enough data

Real-Time Updates

Not enough data

Not enough data

Employee Reward Programs

Not enough data

Not enough data

Employee Management

Not enough data

Not enough data

Ongoing Performance Tracking

Not enough data

Not enough data

Benchmarking

Not enough data

Not enough data

Commission Management

Not enough data

Not enough data

For Sales Teams/Organizations

Not enough data

Not enough data

Performance Metrics

Not enough data

Not enough data

Sales Planning

Not enough data

Not enough data

Single Sign On

Not enough data

Not enough data

Performance Management

Not enough data

Not enough data

Forecasting

Not enough data

Not enough data

Quota Planning

Not enough data

Not enough data

Accounting

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Compliance Management

Not enough data

Not enough data

User Management

Not enough data

Not enough data

Rewards Points

Not enough data

Not enough data

Organizational Charting

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Access Controls/Permissions

Not enough data

Not enough data

Customizable Branding

Not enough data

Not enough data

Milestone Tracking

Not enough data

Not enough data

Territory Management

Not enough data

Not enough data

Performance Appraisal

Not enough data

Not enough data

Calendar Management

Not enough data

Not enough data

Alerts/Notifications

Not enough data

Not enough data

Sales Onboarding & Training

Not enough data

Not enough data

Employee Recognition

Not enough data

Not enough data

Reporting/Analytics

Not enough data

Not enough data

Ratings/Reviews

Not enough data

Not enough data

API

Not enough data

Not enough data

Feedback Management

Not enough data

Not enough data

Training Management

Not enough data

Not enough data

Goal Management

Not enough data

Not enough data

Assignment Management

Not enough data

Not enough data

Lead Scoring

Not enough data

Not enough data

Search/Filter

Not enough data

Not enough data

Electronic Signature

Not enough data

Not enough data

Collaboration Tools

Not enough data

Not enough data

Kanban Board

Not enough data

Not enough data

Email Management

Not enough data

Not enough data

Commenting/Notes

Not enough data

Not enough data

Data Import/Export

Not enough data

Not enough data

Prospecting Tools

Not enough data

Not enough data

Interaction Tracking

Not enough data

Not enough data

Product Catalog

Not enough data

Not enough data

Live Chat

Not enough data

Not enough data

Sales Pipeline Management

Not enough data

Not enough data

Appointment Scheduling

Not enough data

Not enough data

Email Templates

Not enough data

Not enough data

Event Triggered Actions

Not enough data

Not enough data

Transfers/Routing

Not enough data

Not enough data

Activity/News Feed

Not enough data

Not enough data

Lead Management

Not enough data

Not enough data

Revenue Management

Not enough data

Not enough data

Document Management

Not enough data

Not enough data

Task Management

Not enough data

Not enough data

File Sharing

Not enough data

Not enough data

Mobile Access

Not enough data

Not enough data

Reminders

Not enough data

Not enough data

Mobile App

Not enough data

Not enough data

Call Logging

Not enough data

Not enough data

Workflow Automation

Not enough data

Not enough data

Email Tracking[Hide 48 FeaturesShow 48 Features](javascript:void(0);)

Not enough data

8.5

30

Agentic AI - Email Tracking

Autonomous Task Execution

Not enough data

Not enough data

Multi-step Planning

Not enough data

Not enough data

Cross-system Integration

Not enough data

Not enough data

Adaptive Learning

Not enough data

Not enough data

Natural Language Interaction

Not enough data

Not enough data

Proactive Assistance

Not enough data

Not enough data

Decision Making

Not enough data

Not enough data

Analytics

Open Rates

Not enough data

8.9(won by default)

22

Link Activity

Not enough data

8.4(won by default)

21

Attachment Activity

Not enough data

8.9(won by default)

22

Customizations

Email Platform Integration

Not enough data

9.3(won by default)

27

Email Scheduling

Not enough data

8.6(won by default)

22

Real-Time Notifications

Not enough data

9.0(won by default)

26

Email Categorization

Not enough data

7.9(won by default)

20

Templates

Not enough data

8.8(won by default)

21

Third-Party Integrations

Not enough data

Not enough data

Generative AI

AI Text Generation

Not enough data

6.3(won by default)

10

Generative AI

Not enough data

Not enough data

Additional Functionality

Contact Management

Not enough data

Not enough data

Email Marketing

Not enough data

Not enough data

Drag & Drop

Not enough data

Not enough data

Drip Campaigns

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Customizable Fields

Not enough data

Not enough data

Monitoring

Not enough data

Not enough data

CRM

Not enough data

Not enough data

Team Management

Not enough data

Not enough data

Click Tracking

Not enough data

Not enough data

Subscription Management

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

API

Not enough data

Not enough data

Location Tracking

Not enough data

Not enough data

Customer Segmentation

Not enough data

Not enough data

Geolocation

Not enough data

Not enough data

Customizable Branding

Not enough data

Not enough data

Activity Tracking

Not enough data

Not enough data

Data Import/Export

Not enough data

Not enough data

Mailing List Management

Not enough data

Not enough data

Campaign Management

Not enough data

Not enough data

Email Management

Not enough data

Not enough data

Audience Targeting

Not enough data

Not enough data

Reporting/Analytics

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Email Distribution

Not enough data

Not enough data

Email Reminders

Not enough data

Not enough data

Autoresponders

Not enough data

Not enough data

Engagement Tracking

Not enough data

Not enough data

Event Triggered Actions

Not enough data

Not enough data

Sales Analytics[Hide 58 FeaturesShow 58 Features](javascript:void(0);)

Not enough data

8.9

24

Agentic AI - Sales Analytics

Autonomous Task Execution

Not enough data

Not enough data

Cross-system Integration

Not enough data

Not enough data

Adaptive Learning

Not enough data

Not enough data

Natural Language Interaction

Not enough data

Not enough data

Proactive Assistance

Not enough data

Not enough data

Third-Party Integrations

Not enough data

Not enough data

CRM Integration

Not enough data

Not enough data

Data Sourcing

Data Sourcing

Not enough data

9.0(won by default)

17

Exporting & Sharing Data

Not enough data

8.6(won by default)

17

Multi-Device Data Visualization

Not enough data

9.4(won by default)

18

Interactive Dashboards

Not enough data

9.1(won by default)

20

Data Segmentation

Not enough data

8.9(won by default)

19

Predictive Analytics

Lead Scoring

Not enough data

8.5(won by default)

14

Opportunity Scoring

Not enough data

8.4(won by default)

19

Risk Analysis

Not enough data

8.9(won by default)

16

Live Forecasting

Not enough data

9.0(won by default)

17

Budgeting/Forecasting

Not enough data

Not enough data

Correlation Analysis

Not enough data

Not enough data

Competitive Analysis

Not enough data

Not enough data

Sales Trend Analysis

Not enough data

Not enough data

Statistical Analysis

Not enough data

Not enough data

Sales Management

Live Pipeline Management

Not enough data

9.2(won by default)

22

Sales Gamification

Not enough data

8.1(won by default)

17

Account-Based Analytics

Not enough data

8.9(won by default)

19

Activity Tracking

Not enough data

9.4(won by default)

21

Predictive Analytics

Not enough data

Not enough data

Visual Analytics

Not enough data

Not enough data

Task Management

Not enough data

Not enough data

Contact Management

Not enough data

Not enough data

Lead Management

Not enough data

Not enough data

Opportunity Management

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Additional Functionality

Dynamic Modeling

Not enough data

Not enough data

Lead Qualification

Not enough data

Not enough data

Lead Capture

Not enough data

Not enough data

Real-Time Reporting

Not enough data

Not enough data

Contact Database

Not enough data

Not enough data

API

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

Role-Based Permissions

Not enough data

Not enough data

Collaboration Tools

Not enough data

Not enough data

Dashboard Creation

Not enough data

Not enough data

Modeling & Simulation

Not enough data

Not enough data

Exception Reporting

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

Sales Reports

Not enough data

Not enough data

Performance Metrics

Not enough data

Not enough data

"What If" Scenarios

Not enough data

Not enough data

Customizable Reports

Not enough data

Not enough data

Data Import/Export

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Graphical Data Presentation

Not enough data

Not enough data

Drag & Drop

Not enough data

Not enough data

Access Controls/Permissions

Not enough data

Not enough data

Alerts/Notifications

Not enough data

Not enough data

Business Process Control

Not enough data

Not enough data

Multi-Currency

Not enough data

Not enough data

Pipeline Reports

Not enough data

Not enough data

Show 2 feature categories with incomplete data

Construction CRM[Hide 42 FeaturesShow 42 Features](javascript:void(0);)

Not enough data

Not enough data

Additional Functionality

Bid Management

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Project Tracking

Not enough data

Not enough data

Client Tracking

Not enough data

Not enough data

Calendar Management

Not enough data

Not enough data

Quotes/Estimates

Not enough data

Not enough data

Calendar/Reminder System

Not enough data

Not enough data

Lead Management

Not enough data

Not enough data

Activity Tracking

Not enough data

Not enough data

Customizable Reports

Not enough data

Not enough data

Task Management

Not enough data

Not enough data

Third-Party Integrations

Not enough data

Not enough data

Project Management

Not enough data

Not enough data

Inventory Management

Not enough data

Not enough data

Email Marketing

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

Collaboration Tools

Not enough data

Not enough data

Communication Management

Not enough data

Not enough data

Customizable Templates

Not enough data

Not enough data

API

Not enough data

Not enough data

Buyer Management

Not enough data

Not enough data

Document Management

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Project Time Tracking

Not enough data

Not enough data

Reporting/Analytics

Not enough data

Not enough data

Contract/License Management

Not enough data

Not enough data

Data Import/Export

Not enough data

Not enough data

Warranty Tracking

Not enough data

Not enough data

Estimating

Not enough data

Not enough data

Customizable Fields

Not enough data

Not enough data

ACH Payment Processing

Not enough data

Not enough data

Forecasting

Not enough data

Not enough data

Sales Approval

Not enough data

Not enough data

Subcontractor Management

Not enough data

Not enough data

Change Order Management

Not enough data

Not enough data

Scheduling

Not enough data

Not enough data

For AEC Industry

Not enough data

Not enough data

Procurement Management

Not enough data

Not enough data

Job Costing

Not enough data

Not enough data

Sales Pipeline Management

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

Contact Management

Not enough data

Not enough data

Financial Services CRM[Hide 60 FeaturesShow 60 Features](javascript:void(0);)

Not enough data

Not enough data

Content

Automation

Not enough data

Not enough data

Marketing Automation

Not enough data

Not enough data

Platform Additional Functionality

Pre-Built Connectors

Not enough data

Not enough data

Dashboard

Not enough data

Not enough data

Cloud

Not enough data

Not enough data

Mobility

Not enough data

Not enough data

Messaging

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

Platform Reporting and Analytics

Reporting

Not enough data

Not enough data

Forecasting

Not enough data

Not enough data

Customer Support

Case Management

Not enough data

Not enough data

Customer Support Portal

Not enough data

Not enough data

Knowledge Base

Not enough data

Not enough data

Support Analytics

Not enough data

Not enough data

Calendar Management

Not enough data

Not enough data

Template Management

Not enough data

Not enough data

Client Management

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Territory Management

Not enough data

Not enough data

Financial Management

Not enough data

Not enough data

Document Management

Not enough data

Not enough data

Marketing Automation

Campaign Management

Not enough data

Not enough data

Lead Management

Not enough data

Not enough data

Marketing Analytics

Not enough data

Not enough data

Email Management

Not enough data

Not enough data

Email Marketing

Not enough data

Not enough data

Sales Force Automation

Pipeline Management

Not enough data

Not enough data

Task Management

Not enough data

Not enough data

Product and Price List Management

Not enough data

Not enough data

Quote and Order Management

Not enough data

Not enough data

Contract Management

Not enough data

Not enough data

Contact Management

Not enough data

Not enough data

Agentic AI - Financial Services CRM

Decision Making

Not enough data

Not enough data

Additional Functionality

Search/Filter

Not enough data

Not enough data

Activity Tracking

Not enough data

Not enough data

Expense Tracking

Not enough data

Not enough data

CRM

Not enough data

Not enough data

Mobile Access

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Calendar Sync

Not enough data

Not enough data

Third-Party Integrations

Not enough data

Not enough data

Data Import/Export

Not enough data

Not enough data

Customizable Reports

Not enough data

Not enough data

Customizable Fields

Not enough data

Not enough data

Lead Capture

Not enough data

Not enough data

Relationship Tracking

Not enough data

Not enough data

Collaboration Tools

Not enough data

Not enough data

Alerts/Notifications

Not enough data

Not enough data

Email Templates

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

Customer Database

Not enough data

Not enough data

Task Scheduling

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

API

Not enough data

Not enough data

Team Assignments

Not enough data

Not enough data

Drag & Drop

Not enough data

Not enough data

Access Controls/Permissions

Not enough data

Not enough data

For Financial Institutions

Not enough data

Not enough data

Interaction Tracking

Not enough data

Not enough data

Sales Reports

Not enough data

Not enough data

User Insights

Reviewers' Company Size

[![Capsule CRM](https://images.g2crowd.com/uploads/product/hd_favicon/fa2c7fe04036e31d16639ba367905491/capsule-crm.svg "Capsule CRM")](https://www.g2.com/products/capsule-crm/reviews)

Capsule CRM

Small-Business(50 or fewer emp.)

93.1%

Mid-Market(51-1000 emp.)

6.5%

Enterprise(\> 1000 emp.)

0.4%

[![Salesflare](https://images.g2crowd.com/uploads/product/hd_favicon/fdb7640bfd24782c31aec3653d9a4b2c/salesflare.svg "Salesflare")](https://www.g2.com/products/salesflare/reviews)

Salesflare

Small-Business(50 or fewer emp.)

79.9%

Mid-Market(51-1000 emp.)

13.7%

Enterprise(\> 1000 emp.)

6.5%

Small-Business

(50 or fewer emp.)

93.1%

79.9%

Mid-Market

(51-1000 emp.)

6.5%

13.7%

Enterprise

(\> 1000 emp.)

0.4%

6.5%

Reviewers' Industry

[![Capsule CRM](https://images.g2crowd.com/uploads/product/hd_favicon/fa2c7fe04036e31d16639ba367905491/capsule-crm.svg "Capsule CRM")](https://www.g2.com/products/capsule-crm/reviews)
Capsule CRM

Consulting

9.2%

Marketing and Advertising

7.6%

Information Technology and Services

7.6%

Computer Software

5.2%

Financial Services

5.2%

Other

65.1%

[![Salesflare](https://images.g2crowd.com/uploads/product/hd_favicon/fdb7640bfd24782c31aec3653d9a4b2c/salesflare.svg "Salesflare")](https://www.g2.com/products/salesflare/reviews)
Salesflare

Marketing and Advertising

16.2%

Information Technology and Services

8.9%

Computer Software

8.2%

Management Consulting

6.2%

Internet

4.1%

Other

56.4%

Alternatives

**Capsule CRM Alternatives**

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](/products/zoho-crm/reviews)

**Salesflare Alternatives**

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[
Salesforce Sales Cloud
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[
HubSpot Sales Hub
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[
Freshsales
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 ![Zoho CRM](https://images.g2crowd.com/uploads/product/hd_favicon/27ab543b51f7ec2623c5b2613dcf73e2/zoho-crm.svg "Zoho CRM")

[
Zoho
](/products/zoho-crm/reviews)