We no longer  use the sales side - that didn't really work for our company - now just use the contacts, tasks, recording of data.

Not sure if it would stretch to bigger business due to limited functionality.

The free version was so restricted, it made it virtually useless.

Great CRM for Contacts, Tasks, Opportunities and pipelines.

Has been great to work with and easy to operate.

The ability to plan & track activity for contacts is what attracted me to Capsule CRM. The feature to add Tracks to Leads is a winner.

Support staff are very quick to respond. The close links with Mailchimp and Zapier are great and really easy to merge different systems.

What initially attracted us to this CRM was its cost effectiveness. I was impressed by how easy it was to deploy and run.

Visual presentation of the data, ease of access, monthly subscription, data capture, project tracking, email link capability, mobile access.

The software is user friendly and the reminders are very helpful. This translates to increased efficiency.

Simplicity and functionality. Both web and smart phone apps have very good user interface and work very well.

Super easy to start using , the pipeline is the best way to keep track of sales process and visually easy to keep track of.

I highly recommend Capsule. They're always listening to users and coming up with new features that make the CRM better and better through time.

Needed convincing to use Capsule, but no a convert.

Good value for money, quick setup, reasonably customizable, easy to use. Good integration with G-Mail and Mailchimp.

So far very good experience. Good to have the interface with Freshbook which we also use.

The reporting is very light with no obvious integration offered and lack of user permissions a deal breaker.

The layout is clean and straightforward too - helps keep the focus on selling (your initial contact with prospects and the required follow up).

For last few years I had a problem with my comunication with old and new clients.

I love that the custome fields are easy to add, and the interface for the CRM is intuitive.

They charged [SENSITIVE CONTENT HIDDEN] for a budgeting tool that I couldn't use even after 6 months. If you have Sage Intacct:  OnPlan is not a partner.

It was difficult to get set up and integrate with QB Enterprise.

The platform allowed us to quickly provide our investors with accurate monthly reporting and beautiful dashboards that helped us build a solid financial infrastructure in one place.

The built in reporting functionality is great, but they have also made it easy to export to Excel where further manipulation and reporting can be completed.

There are a number of key features for me. Ability to quickly run as many scenarios as I want, and to compare these to each other.

OnPlan's ability to rapidly generate budget versus actuals is the best of any CPM software that I have used. The user interface is clean and modern and feels like a big upgrade over Adaptive Planning.

The model is robust, yet flexible and allows us to make changes ourselves, if we deem it necessary. Using OnPlan to generate management reports and KPI's could not be easier.

While the cost savings are great, I simply enjoy managing my own finances as much as possible. Added bonus that the OnPlan team is super responsive and happy to help if and when I have questions.

The sales person did a good job selling a product that did not work.

Ease of creating reports to provide to the financial team.

As a result, we are able to help our clients much more easily integrate finance into their decision making.

US Dollar

Capsule from Zestia is a cloud-based CRM application that enables small and midsize organizations to keep track of the people and organizations they do business with, along with their interactions and opportunities in the sales pipeline. Capsule also provides a ticket management module to help employees resolve customer support inquiries. Tasks and notifications assigned to contacts, deals and cases help users understand what needs to be done when.


Capsule offers many customization options to help tailor the system to meet the needs of different businesses, including custom fields, tags and branding options. It also allows users to define sales processes with configurable milestones for each stage of the pipeline. Each milestone is linked with a success criterion that is used to generate revenue forecasts.


Capsule supports integrations with a range of leading small-business solutions for customer support, email marketing, document management and accounting. The solution is available on a per user per month subscription basis.



LongDescription

File Management

Commenting/Notes

Cataloging/Categorization

Forecasting

Lead Capture

Customizable Reports

Document Storage

Access Controls/Permissions

Activity Tracking

Data Synchronization

Customer Segmentation

Sales Pipeline Management

Referral Tracking

Task Scheduling

Calendar/Reminder System

Lead Distribution

Projections

Pipeline Management

Customer Database

Calendar Management

Customizable Fields

Collaboration Tools

Activity Management

Assignment Management

Sales Trend Analysis

Template Management

Data Import/Export

Customer Support

Graphical Data Presentation

Email Templates

Contact Management

XML/RSS

Opportunity Management

Configurable Workflow

Lead Management

Multi-Currency

Email Marketing

Mobile Access

Sales Reports

Performance Metrics

Territory Management

Marketing Automation

Role-Based Permissions

Social Media Integration

Lead Segmentation

Real-Time Notifications

Workflow Management

Email Management

Source Tracking

Visual Analytics

Activity Dashboard

Alerts/Notifications

Reporting & Statistics

Predictive Analytics

Segmentation

Data Visualization

Reminders

Customizable Templates

Calendar Sync

Lead Nurturing

Interaction Tracking

Dashboard

Web Forms

Customizable Branding

Reporting/Analytics

Contact Database

Monitoring

Lead Qualification

Appointment Management

Business Process Control

Client Management

Quotes/Estimates

Drag & Drop

Pipeline Reports

Tagging

Third-Party Integrations

Task Management

Campaign Management

Sales Forecasting

Document Management

Prospecting Tools

Email Response Control

Search/Filter

For Startups

For Small Businesses

Sales Activity Management

For Real Estate

For iPad Devices

Process/Workflow Automation

Kanban Board

Mobile App

Activity/News Feed

Call Logging

Budgeting/Forecasting

Event Triggered Actions

Sales Automation

14-day free trial of any plan, no credit card required. |

Free edition: up to 2 users, 50MB storage, and 250 contacts. |

Starter plan: $18 per user per month with 10GB storage per user and up to 30,000 contacts. |

Growth plan: $36 per user per month with 20GB storage per user and up to 60,000 contacts. |

Advanced plan: $54 per user per month with 30GB storage per user and up to 120,000 contacts.

Email/Help Desk

FAQs/Forum

Knowledge Base

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

Capsule

Webinars

Documentation

Videos

OnPlan is a sales forecasting and budgeting solution that helps businesses create financial models using what-if scenarios and SaaS benchmarks. Features include rolling financial forecasts, template management, scenario planning, performance tracking, budgeting and more.


Using various pre-defined dashboards and templates, administrators can create specific models for sales, marketing and staffing processes. The application facilitates integration with Microsoft Excel, which enables businesses to synchronize data, implement Excel formulas and download forecasting reports to share with stakeholders. Additionally, it includes roles and permissions management module to allocate data read or write access among employees for collaboration purposes.


OnPlan allows integration with Xero, Zapier, Pipedrive, Google Analytics, Salesforce, Google Sheets, and QuickBooks. The application's BVA tool allows users to compare budgets with actual results and track business performance through variance analysis.



Milestone Tracking

General Ledger

Financial Analysis

Publishing/Sharing

Ad hoc Reporting

Scenario Planning

For Nonprofits

Strategic Planning

Chart of Accounts

Consolidation/Roll-Up

Audit Trail

Version Control

Statistical Analysis

Profitability Analysis

Dashboard Creation

Scorecards

Dynamic Modeling

Multi-Department/Project

Self-Service Reporting

Data Connectors

Trend/Problem Indicators

Multi-Company

Benchmarking

Roadmapping

KPI Monitoring

Project Accounting

Key Performance Indicators

Expense Management

Modeling & Simulation

Cash Management

Correlation Analysis

Metadata Management

Income & Balance Sheet

Asset Lifecycle Management

Goal Setting/Tracking

"What If" Scenarios

Customizable Dashboard

Ad hoc Analysis

Exception Reporting

Financial Reporting

Profit/Loss Statement

OnPlan pricing starts at $12,500 per year. They do not have a free version. OnPlan offers a free trial and customized demonstrations.
The software is available across 3 pricing tiers (Essentials, Growth, and Growth+).  Details seen here: https://onplan.co/pricing/ 



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OnPlan

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