Capsule vs Nimble (2018): Comparison Review of Two CRM Systems for SMEs
In this Capsule vs Nimble review we look at two CRM systems aimed at SMEs, to help you see which is the best fit for your organisation.
An introduction to CRM
Before delving into the specifics of Capsule vs Nimble, it is worth taking a quick look at what a CRM or ‘customer relationship management’ tool actually is. In essence a CRM system is an application which is primarily used for keeping tabs on potential and existing clients (helping you to convert your leads and keep your existing clients happy); but in addition to this core function, most CRM systems help you carry out a range of useful business tasks. CRM systems will typically allow you to:
store and segment contacts
view a communications history between your organisation and your contacts
assign and manage tasks / activities
view and edit calendars
manage a sales pipeline
manage customer enquiries
In this review we will compare and contrast how well Capsule and Nimble handle most of the above.
Capsule CRM's pricing structure is pretty simple: you can choose from a free plan, or a paid-for one that costs $12 per user per month.
Capsule's free plan is for users with very basic requirements, as it limits the number of users to 2 and the total number of contacts to 250. That said, if you're starting a business as a one or two man band, it's not a bad introduction to the world of CRM, and certainly a cost-effective one.
Nimble also features a simple pricing structure - but there are two paid-for plans available:
Nimble Contacts - $9 per user, per month
Nimble Business - $25 per user, per month
There isn't a free Nimble plan available, but you can avail of a 14-day free trial of the product.
As I argue in my full Nimble CRM review, the $9 plan is probably best avoided, because so many key features - including sales pipelines, unlimited communications history and reporting - are not available on this plan.
So in this comparison, I'm going to focus on the differences between what you get with Nimble's more expensive "Business" plan and the features included with the paid-for version of Capsule. (Accordingly, please note that any Nimble CRM features or limits referred to below are available exclusively on the $25 Nimble plan.)
With this approach in mind, my first observation would be that Nimble’s fee for its fully-fledged plan is considerably higher than Capsule's; at $25 per user per month, it's over twice the price. You can gain a discount using Nimble if you pay upfront for a year's service, in which case the monthly fee averages out at $22 per user per month. The question is whether or not this higher price is worth it.
Let's find out.
Capsule and Nimble allow you to store a large number of contacts as part of their basic plans, with Capsule being the more generous in this regard: you can host up to 50,000 contacts on Capsule to Nimble's 25,000.
With Nimble, you also have the option of importing your Twitter contacts.
If you need to store more contacts, Nimble will charge you $10 per user per month for every additional 10,000 records; with Capsule, additional contact headroom is possible via negotiation.
With both Nimble and Capsule, you get 2GB of storage per user. Nimble allows you to add additional space in 10GB increments for $10 per account per month. It's not clear what the costs are for increasing the storage limits on Capsule.
an overview of their contact details
a list of any communications you or your team have had with them
any notes you’ve added to their records
information relating to deals / sales pipelines
a list of tasks assigned to them
any tags associated with them
links to any files you’ve added relating to them
In Capsule, you will also see ‘cases’ information. Capsule cases provide, in Capsule’s words “a bucket for managing customer service and other events, allowing for a detailed view of requests, responses and what needs to be done next.”
This effectively amounts to a simple helpdesk / ticketing system, and it is a feature of Capsule not currently present in Nimble. It's a great piece of functionality, because it allows you to support customers without necessarily resorting to a support desk app such as
In Nimble, you will see a lot of information about contacts that will not be present in a Capsule contact’s overview – most of this will relate to either information that is publicly available on social media about them or exchanges you’ve had with a contact on social media (more on that later).
Nimble's 'Prospector' functionality
A feature recently introduced by Nimble - and something you won't find an equivalent of in Capsule - is it's 'Prospector' tool.
This allows you to visit a company's website, and using an option on the 'smart contacts' bar, find out specific contact details for people at that company which might not be visible on their website. This can be added instantly to your Nimble contacts.
You are given a certain number of credits with your monthly plan (10 on 'Contact', 25 on 'Business'), and time you perform a lookup using the prospector, you use up a credit. If you need more credits, these are priced as follows:
50 credits - $9.95 per month / $0.20 per credit
200 credits - $29.95 per month / $0.15 per credit
500 credits - $59.95 per month / $0.12 per credit
1000 credits - $99.95 per moth / $0.10 per credit
Capsule users will have to use an alternative tool for sourcing this sort of data - for example Hunter or FindThatLead.
In terms of the types of file you can upload, Capsule allows you to upload your data in CSV and vCard format. Nimble allows you to import a wider variety of data types - you can import LinkedIn, Outlook and Twitter contacts, for example.
At the point of import, both Capsule and Nimble provide some options regarding how you'd like to approach merging or overwriting records.
Nimble is a bit more flexible in this regard, allowing you to specify the fields you want to use as the basis for identifying duplicates (these include name, company name, email address and website domain).
Both Capsule and Nimble allow you to export data easily - you just select the records you'd like to export (using filters etc.) and hit an export button.
However, there's a bit of a problem with the way that Nimble outputs the tags you have added to your records. In the export file, Nimble provides you with a series of columns named Tag 1, Tag 2, Tag 3 etc. – all containing different tags. This makes filtering based on tag in another package - for example Excel - really difficult (a workaround would be to concatenate fields manually...but it's messy!).
Capsule takes a much better approach, providing one tag field which contains all your tags separated by comma, making it easy to filter your data based on tag.
In my view however, both products could benefit from re-thinking how they output tags - it would be better to output a column per tag (for example, 'Tag_Age', 'Tag_Source', 'Tag_Interest' etc.) and populate this with a true or false flag. This would make manipulation and analysis of your data much easier outside the CRM environment.
A key aspect of any CRM system is how it handles communications history.
In any CRM system it is vital to be able to go into a contact’s record and easily pull up a list of previous email communications between you (or your team) and a lead or client. This is where Nimble is, for me, a winner (not just over Capsule CRM but products like Salesforce and Zoho) – not so much in the way that email history is displayed but in the way that email history is captured.
With most CRMs, if you want to an email a lead or client to be stored on the system, you have to BCC a ‘dropbox’ email address to capture the communication. However, with Nimble, as long as you are using a Google Apps, Office 365 or IMAP account, and have things configured correctly, you don’t have to worry about bcc-ing any email addresses every time you mail somebody: email tracking happens automatically.
The downside is that you may capture more communications than you strictly need (such as emails to your granny), but you can go into a contact’s record and remove unnecessary communications manually if need be.
But on balance, I feel it’s a much better way of doing things: personally, there’s no way I’d remember to use the BCC field every time when emailing clients or leads.
Nimble used to market itself as a 'social CRM' because originally, it provided users with a ‘unified inbox’ containing a complete history of communications with contacts across several social media channels (Facebook, Twitter and LinkedIn).
The unified inbox used to work great, because you could manage not only emails in it but social messages on key networks like Facebook and LinkedIn too...but then Facebook and LinkedIn stopped providing Nimble with access to messaging, making the whole idea a lot less useful.
So these days Nimble users can see emails and Twitter communications in the unified inbox. Handy I suppose to have both sets of messages in one place, but not exactly mind blowing.
Where possible Nimble will still use social media to provide you with a 'smart summary' of your contacts – this is based on information that is publicly available on social profiles, and gives you useful biographical details like current job, education, Klout score, location, website and more.
Furthermore, there's a 'smart contacts' app available as a plug-in for your browser or email client which gives you real-time information on contacts as you come across them online. The idea behind this is that whether you're browsing the web or scanning your inbox, Nimble serves up information about the contacts you're looking at - who they are, where they work, number of company employees, social profiles etc. It's all extremely 'big brother' but also undeniably useful for making business relationships. And, handily, you can use the smart contacts app to add contacts directly into Nimble with a click of a button too.
Capsule does provide some social media integration too but it’s rather basic – if it spots that a contact has an account on Facebook or Twitter, it will place the relevant icon beside their record, which you can then click on to see their profile. But there is no aggregated social stream or social communication tracking.
A nice feature in Capsule which is missing in Nimble involves task management. In Capsule, you can set up 'tracks' - a sequence of tasks for things you do in your business in certain scenarios. Examples of processes you could set up using tracks include:
following through on a sales opportunity
managing a customer support query
issuing a monthly customer invoice
end of period accounting procedures
The idea is that whenever you start working with a new opportunity or 'case', there is a predefined sequence of tasks for users to follow, and every time one task is carried out, the next one is automatically presented to the user.
G Suite and Office 365 integration
Capsule allows you to sync contacts from Capsule to G Suite (i.e., one way) and send email to contacts from a Gmail window; you can also open your Capsule task calendar in G Suite (so long as you are happy to add tasks in Capsule only – again, sync is one way only).
Nimble scores better on the integration front – calendar sync is two way, and, if you don’t mind paying a bit extra ($5 per month) you can use a system called Piesync to create a two-way contacts sync between G Suite and Nimble.
You can also use a third party tool called Zapier to create two way syncs between Capsule’s calendars and contacts and G Suite.
Finally, both Nimble and Capsule provide 'gadgets' (or widget) which allow you to add contacts directly to each system from within Gmail – a form appears beside your email which you can use to add the contact details of the person who is emailing you into the CRM.
Nimble also has an integration with Office 365 which allows you to sync calendars (and contacts via Pie Sync). It also has a widget available for Outlook (both the desktop and browser-based version).
With regard to Capsule CRM and Office 365, there is not an official integration provided, but you can also make the two products work together in various ways using Zapier.
Overall, the G Suite / Office 365 integrations are a bit better in Nimble than in Capsule (particularly where Office 365 is concerned).
One environment for everything?
Some CRM tools try to serve as a workspace where you can do everything: email, add contacts, manage diaries, assign tasks, do accounts and so on.
Nimble comes pretty close in offering this ‘one-stop shop’ environment because
it offers 2 way sync between its calendar and Google Apps
you can send and receive email from within Nimble
you can use Twitter within Nimble
it grabs publicly available information from social networks such as LinkedIn to provide you with biographical details about your contacts
it is possible, using PieSync, to have two way sync between Nimble contacts and Google contacts
its 'Propsector' tool allows you get additional lead contact information (phone numbers, email addresses etc.) that you might not have
One flaw in Nimble's 'one-stop-shop' workspace involves email folders: you can use the Nimble interface to send and receive IMAP email or Gmail without having to use an email client like Outlook or Gmail itself...but you can’t access email folders or move mail to folders. This means that you’ll invariably need to go out of Nimble and into another email program to organise / file your mail. Sadly this really takes away from Nimble's claim to give you a singular overview of everything.
Another annoying aspect of the Nimble inbox (where Gmail is concerned at least - I haven't tried it with other email provides) is that it's not refreshed as frequently as your main inbox, making it a bit unsuitable for anything time-sensitive.
If you have got the Google integration switched on, Capsule allows you to send emails directly from within its interface too, but you won't be able to view your inbox. In essence, with Capsule, you will generally have to use your own email client and calendars.
So Nimble's 'one workspace' offering is better than Capsule's - but there are improvements which could definitely be made to its inbox.
Both Nimble and Capsule offer group messaging - with Nimble's being more sophisticated. With Nimble, you can create message templates (and use merge tags); you can also view basic reports on open rates.
With both systems however, you are sending email via your own email SMTP, so send limits apply (these vary depending on your provider).
For very large mailouts, it's best to use a dedicated e-marketing solution - and both Capsule and Nimble offer integrations with Mailchimp.
Attaching files to contacts
When it comes to file storage, Nimble offers more functionality – you can attach files directly from Google Drive or Dropbox to a contact’s record (which means when they are updated in Google Drive or Dropbox, they’ll effectively be updated in Nimble too).
With Capsule, you have to upload files to the system itself (which of course eats into your storage quota).
Support desk functionality
For a start, its ‘cases’ functionality can actually serve as a simple support desk out of the box; and it also integrates with the popular Zendesk system easily too. With Nimble there is no built in support desk feature and you will need to use a third party tool such as Zapier to hook a support desk system up to it.
Some basic financial reporting is available with both tools, although for any serious bookkeeping or accounting work, you’ll probably need to use a dedicated product such as Xero.
Ease of use
Capsule is arguably easier to use than Nimble – but that’s probably because it does less, certainly when it comes to contact management and social media. But Nimble’s interface is in general pretty clean and intuitive too, and the learning curves for both systems are not as steep as those you might encounter with several competing products.
Capsule and Nimble both provide iOS and Android mobile apps, which allow you to access selected features on the go. These apps are both surprisingly comprehensive.
The Capsule App allows you to add contacts directly from your phone's address book. As the company points out, the import process is particularly useful if you have an app to scan business cards on your phone, because with the card scanner app you can save the contact to your phone and then import it into your account using the app.
Similarly useful is the way that you can sync your phone calendar with the Nimble App.
Nimble also provides a mobile app for scanning business cards, which is also very handy.
Capsule's support is via email or Twitter during UK office hours, Monday to Friday. It'd be nice to see phone support added too.
It's not madly clear what Nimble's support offering is - if you click the support link on their site, you're taken to a Q&A page. In the bottom right hand corner you'll see an easily missed icon which allows you to ask a question - but I wasn't able to work out whether this was live chat or email.
Either way it said 'back in three hours'...to be honest, I think Nimble could up their game a bit here.
Which is better, Capsule or Nimble?
Both Capsule and Nimble are good CRM options for SMEs.
Capsule is generally a bit better for users on a budget: it's less than half the price of Nimble (remember, I'm ignoring the $9 Nimble Contacts plan!), and you still get a solid CRM tool. You also get better task management and 'cases' which to a degree provide helpdesk functionality out of the box.
Nimble integrates better with Gmail and Office 365, and because it scrapes information from the web about contacts, it's better for providing information about leads and clients.
Finally, please see below for a summary of why you might want to use one of these products over the other.
Reasons to use Capsule over Nimble
It's considerably cheaper.
It allows you to run a basic helpdesk using its 'cases' functionality.
It integrates well with the popular helpdesk tool Zendesk.
Its 'tracks' functionality has the potential to significantly improve workflow - as yet, Nimble does not provide similar functionality.
It's arguably a bit easier to use.
It exports tags in a more logical way.
Reasons to use Nimble over Capsule
Its social media functionality is a bit more comprehensive.
It is not necessary to BCC contacts to add a record of an email communication to Nimble.
Sync between G Suite and Nimble is 2 way for calendars.
It generally comes closer than Capsule in providing an ‘all in one’ solution for calendars, task management, email and social media communications.
It integrates with Google Drive and Dropbox
It integrates more effectively with Office 365.
The Smart Contacts App is very useful in providing context about contacts.
It provides more functional group messaging