Compare Capsule CRM and Workbooks 
Featured Products
At a Glance
Market Segments
Small-Business (93.1% of reviews)
Small-Business (60.5% of reviews)
Entry-Level Pricing
$0.00 2 Users Per Month
Free
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 plansWorkbooks
Star Rating
(573)4.2 out of 5
Market Segments
Small-Business (60.5% of reviews)
Pros & Cons
Entry-Level Pricing
Free
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 satisfaction, boasting a significantly higher overall score compared to Workbooks. Users appreciate its intuitive interface and ease of navigation, with one reviewer noting, "I love that Capsule is easy to use and navigate."
- According to verified reviews, Capsule CRM's implementation process is praised for its simplicity, with users highlighting the quick onboarding experience. This contrasts with Workbooks, where some users have mentioned challenges in setup, indicating a less streamlined process.
- Users say that Capsule CRM provides a wealth of features that help keep their daily tasks organized. One user remarked, "How easy it is to use and the number of features. It helps me keep my day organized," showcasing its effectiveness in daily usability.
- Reviewers mention that while Workbooks offers a solid platform for managing customer interactions, it falls short in overall user satisfaction compared to Capsule CRM. Users have noted that Capsule's ability to set tasks and reminders enhances their productivity, a feature that is less emphasized in Workbooks.
- G2 reviewers highlight Capsule CRM's superior support quality, with users rating it highly for responsiveness and helpfulness. One user stated, "What I value most is how easy it is to use the CRM," reflecting the positive experiences with customer support that Capsule provides.
- According to recent feedback, Workbooks is appreciated for its seamless integration across devices, making it convenient for users who work on multiple platforms. However, this advantage does not outweigh Capsule CRM's overall higher ratings in user experience and satisfaction, where users feel more empowered to manage their customer relationships effectively.
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
Free Trial
Capsule CRM
Free Trial is available
Workbooks
Free Trial is available
Ratings
Meets Requirements
9.0
404
8.4
468
Ease of Use
9.4
425
8.4
472
Ease of Setup
9.3
307
7.9
228
Ease of Admin
9.4
183
8.2
235
Quality of Support
9.4
356
8.6
432
Has the product been a good partner in doing business?
9.5
177
8.7
222
Product Direction (% positive)
9.3
402
8.7
460
Features by Category
Sales Force Automation
9.1
343
|
Verified
8.5
345
|
Verified
Feature Not Available
8.0
207
8.9
338
|
Verified
8.2
318
|
Verified
9.1
343
|
Verified
8.2
346
|
Verified
7.5
274
7.9
219
|
Verified
8.4
305
|
Verified
8.1
282
|
Verified
7.4
269
7.9
252
|
Verified
7.4
266
8.1
248
|
Verified
8.2
293
|
Verified
8.1
255
|
Verified
Marketing Automation
7.8
289
7.9
269
|
Verified
Feature Not Available
7.8
290
|
Verified
8.8
314
|
Verified
8.0
309
|
Verified
Feature Not Available
8.0
215
|
Verified
Customer Support
8.6
303
|
Verified
8.4
277
|
Verified
8.3
287
8.1
245
|
Verified
8.4
290
8.2
265
|
Verified
7.4
262
8.1
201
|
Verified
7.9
258
8.2
208
|
Verified
Reporting & Analytics
8.1
296
|
Verified
8.2
343
|
Verified
8.6
304
|
Verified
8.1
343
|
Verified
8.0
277
|
Verified
8.0
253
|
Verified
Mobile & Social
7.4
260
|
Verified
7.8
168
|
Verified
Feature Not Available
7.7
165
|
Verified
8.3
275
|
Verified
7.5
207
|
Verified
Platform
8.3
286
|
Verified
8.4
186
|
Verified
8.4
282
|
Verified
8.2
155
|
Verified
8.6
284
|
Verified
8.5
184
|
Verified
7.5
246
|
Verified
8.0
107
|
Verified
6.8
230
|
Verified
8.3
108
|
Verified
7.5
256
|
Verified
7.8
129
|
Verified
9.4
287
|
Verified
8.5
187
|
Verified
7.4
249
8.2
144
|
Verified
Integration
8.2
269
|
Verified
8.3
183
|
Verified
7.8
260
|
Verified
8.2
137
|
Verified
7.7
243
|
Verified
7.7
113
Generative AI
6.8
225
6.7
16
Agentic AI - CRM
7.3
26
Not enough data
8.6
23
Not enough data
8.3
24
Not enough data
8.3
24
Not enough data
7.8
25
Not enough data
8.5
25
Not enough data
8.1
24
Not enough data
Lead Generation
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
Computing
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Experimental Design
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
Agentic AI - A/B Testing
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 - Lead Scoring
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Attribution
Not enough data
7.5
12
Not enough data
8.2
13
Not enough data
7.6
11
Discovery
Not enough data
8.1
13
Not enough data
7.4
12
Not enough data
7.5
12
Management
Not enough data
7.9
11
Not enough data
7.1
11
Platform
Not enough data
7.3
14
Not enough data
7.5
14
Agentic AI - Sales Performance Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Incentives
Not enough data
6.7
9
Not enough data
6.7
8
Not enough data
6.3
9
Not enough data
7.1
12
Personalization
Not enough data
7.3
10
Not enough data
8.6
12
Not enough data
8.5
14
Not enough data
6.9
9
Administrative
Not enough data
8.0
11
Not enough data
7.6
11
Not enough data
7.5
10
Agentic AI - Sales 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
Not enough data
Not enough data
Data Sourcing
Not enough data
8.1
12
Not enough data
8.7
13
Not enough data
7.7
11
Not enough data
8.2
14
Not enough data
8.3
15
Predictive Analytics
Not enough data
8.3
13
Not enough data
8.6
12
Not enough data
7.6
11
Not enough data
8.0
14
Sales Management
Not enough data
8.6
14
Not enough data
7.7
11
Not enough data
8.3
12
Not enough data
8.7
14
Categories
Categories
Shared Categories
Capsule CRM and Workbooks are categorized as CRM
Unique Categories
Capsule CRM has no unique categories
Workbooks is categorized as Sales Analytics, Lead Scoring, Sales Performance Management, and A/B Testing
Reviews
Reviewers' Company Size
Capsule CRM
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Workbooks
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
8.2%
Computer Software
5.2%
Financial Services
5.2%
Other
63.8%
Information Technology and Services
8.3%
Computer Software
7.4%
Accounting
6.1%
Marketing and Advertising
6.1%
Retail
4.9%
Other
67.2%
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
Which Email marketing products is Workbooks integrated with ?
2 Comments
IM
Workbooks has out of the box free included integration with Mailchimp. Dotmailer and Constant Contact (MPZmail integration will also be available from them...Read more
What are the key differences between Salesforce and Workbooks and have you moved anyone else from Salesforce to your platform?
1 Comment
IM
Workbooks often provides all (and more) that a customer had or wanted from Salesforce with an easier to use interface and at 50-70% cheaper licensing. We...Read more
Hunting for software insights?
With over 3 million reviews, we can provide the specific details that help you make an informed software buying decision for your business. Finding the right product is important, let us help.
