Capsule CRM vs Workbooks
Capsule CRM
capsulecrm.com
Workbooks
workbooks.comSide by side
| Figure | Capsule CRM | Workbooks |
|---|---|---|
| Price from | $11/mo | $47/mo |
| Free plan | Yes | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | — |
| Plans published | 7 | 5 |
| Spec score · CRM Software | 9.4 (#6) | 7.9 (#130) |
| Spec score · Sales Force Automation Software | 9.4 (#3) | 7.3 (#38) |
| AI features | Yes | Yes |
| Email sync | Yes | Yes |
| Founded | Capsule was launched in 2009; Zestia Limited was incorporated on 5 November 2007. | 2009 |
| Free plan | Yes | Yes |
| Free trial | Yes | Yes |
| Headquarters | Zestia lists Manchester, UK as its base and registered office at Level 1, 20 Dale Street, Manchester M1 1EZ. | Reading, United Kingdom |
| Marketing automation | Yes | Yes |
| Mobile app | The Android app supports offline access, contact activity, direct calls or email, maps, opportunities and follow-up tasks. | Yes |
| Sales pipeline | Users can manage opportunities in a drag-and-drop visual pipeline, filter them and view forecasts and conversion metrics. | Yes |
Plans
Capsule CRM
- FreeFree
- Starter$18 a month
- Growth$36 a month
- Advanced$54 a month
- UltimatePrice not published
- Marketing add-on$11 a month
- UltimatePriced on request
Workbooks
- Free TrialFree
- CRM$47 a month
- CRM Pro$66 a month
- Business$97 a month
- Business Pro$116 a month
In their own words
Capsule CRM
Capsule CRM has no write-up on Specifiction yet; its figures are above.
Workbooks
Workbooks is a CRM and business management platform that runs on the web, iOS, and Android. Its CRM tools include account and contact management, opportunity and pipeline management, quotations, and ticketing and case management; the CRM plan also includes Office 365 integration. The product lists email synchronization, marketing automation, AI features, and a mobile app. Higher plans add orders and finance, invoices and credit notes, and accounting and ERP integrations. Workbooks offers a 30-day free trial but no free plan. CRM costs $47 a month, billed annually under a one-, two-, or three-year subscription. CRM Pro is $66 a month, Business is $97 a month, and Business Pro is $116 a month, also billed annually under those subscription terms. Workbooks was founded in 2009 and is headquartered in Reading, United Kingdom.