Capsule CRM Alternative
OfficeClip is more than an alternative to Capsule CRM—it’s a complete, all-in-one platform designed to simplify your business operations and deliver more value.
Already the trusted choice for countless small and medium-sized businesses, OfficeClip delivers a powerful, integrated solution without the big-business price tag or complexity.
What makes OfficeClip the ultimate business platform?
Free version with unlimited users
Multi-Layer Security
Integrated Business Software
Easy-to-use Interface
Effortless Data Migration
OfficeClip as an Alternative to Capsule CRM
OfficeClip is a comprehensive all-in-one platform that serves as a compelling alternative to Capsule CRM, especially for small to medium-sized businesses.
While Capsule CRM focuses heavily on core CRM functionalities like contact management, sales pipelines, and email marketing, OfficeClip expands its offerings to include a suite of additional business tools.
This integrated solution allows you to handle customer relationships, as well as other essential tasks like timesheets, expense tracking, invoicing, and issue management all from a single, unified platform.
This level of consolidation can significantly streamline operations, reduce the need for multiple software subscriptions, and provide a holistic view of the business.
OfficeClip vs Capsule CRM
| FEATURES | OFFICECLIP | CAPSULE CRM |
| Pricing Model |
Transparent, Affordable & Predictable. Hosted version: Free Plan: Unlimited users and 1000 contacts, Professional: $3/user/month and 10,000 contacts, Enterprise: $12/user/month upto 100,000 contacts for all-in-one. Installed version: Free Plan: Unlimited users and unlimited Contacts Professional: $24/user and unlimited Contacts, Enterprise: $96/user and unlimited Contacts |
Free version: available, but with only 250 contacts per plan. Starter edition: starts at $21/user/month with a capacity of 30,000 contacts. With each growing plan the number of contacts increases. |
| Core Product Structure | True All-in-One Integrated Suite: CRM, Projects, Time Tracking, Expense Management, Issue Tracking, Invoicing – all unified. | Consists for mainly Contact management system, Sales pipeline, Workflow automation, and Email marketing solutions |
| Deployment Options |
Cloud (SaaS) & On-Premise (Installed) Flexibility for data control and specific needs |
Only Cloud-based SAAS software option, no self-hosted option available. |
| Free Plan | Unlimited Users (with core features) upto 1000 contacts for Hosted version and unlimited contacts for Installed version. | Available with only 250 contacts per plan. |
| Free Trial | 30-day Free trial for Professional and Enterprise Edition | 14-day Free Trial |
| CRM (Sales & Marketing) |
Built-in & Integrated with All Modules: Manage Contacts, Leads, Opportunities, Sales activities, and Marketing Automation directly within your central platform. |
Contact Management, Email marketing, Sales pipeline, Workflow automation. |
| CRM Usability & Setup | Simpler Setup & Lower Learning Curve: Designed for quick adoption for SMBs, connecting sales data seamlessly with projects and billing. | It has a straight forward setup process without unnecessary complexity and clean and intuitive interface. |
| Project Management |
Built-in: Manage Projects and their tasks, with integrated time tracking. |
It offers Project Management capabilities. |
| Time Tracking |
Built-in & Seamless: Effortlessly log billable and non-billable hours directly within projects and tasks. |
Do not have in-built time tracking but their time tracking is primarily through integrations with dedicated time tracking software. |
| Issue/Bug Tracking |
Built-in & Integrated: Manage and resolve issues directly within your project and client context. |
They do have have their own issue tracking system but integrates with systems like Help Scout and Zendesk. |
| Task and Event Management |
Built-in & Integrated: Effortless task management and precise time tracking for every task. |
Available |
| Document Management |
Built-in: OfficeClip emphasizes a more centralized repository for sharable business documents, accessible across various modules. |
They provide basic document management by allowing to attach files directly to your CRM records. For more advanced document management they use integrations. |
| User Interface |
Simpler, Intuitive, & Unified: Designed for everyday usability across all modules. |
They have a clean user interface with easy navigation even for the new CRM users. |
| Learning Curve |
Less Steep & Faster Onboarding: Get productive quickly with minimal training. |
Low learning curve and ease of use. They have clear how-to articles, video tutorials, and responsive customer support. |
| Customer Support |
Responsive & Personal: Our team is consistently praised for fast, friendly, and helpful assistance. |
Responsive customer support |
| Customer Portal |
Built-in: OfficeClip allows for a customer portal where clients and vendors can access documents, reports, and invoices, and even upload documents securely. |
No in-built customer portal, if required they use third party integrations |
| One-Time Purchase Option |
Available (for On-Premise deployment) |
Not Available |
| Workflow Automation | Available | Available |
| Rules |
More extensive rule application to various processes: OfficeClip mentions "On-Screen Rules," "Workflow Rules" for automated task/appointment creation, and "Access Rules" for controlling permissions based on specific data entries (e.g., location-based access). |
Allows you to set up rules to automate certain actions, especially within your sales pipeline and project management. |
| Role-based Permissions | Available | Available |
| User-based Permissions | Available | Available |
| Integrations | Available | They have 70+ integrations. |
| Custom Fields |
1 field in Free edition, 5 fields in Professional edition, and unlimited custom fields in Enterprise edition |
Available |
| Manage Duplicates | Available | Available |
| G2Crowd Rating | 4.8/5 | 4.7/5 |
| Cons |
1. Lacks complex sales process and extensive data analysis. 2. Does not offer advanced automation and lacks AI driven insights that are now a days common in a CRM system. |
1. Limited reporting capabilities. 2. The support is not responsive, sometimes queries takes few days to get response. |
Choosing OfficeClip: Key Benefits
- All-in-One Solution: Consolidates CRM, project management, time/expense tracking, and invoicing into one platform for efficiency.
- Flexible Deployment: Choose between Cloud (SaaS) for easy access or On-Premise for data control and customization.
- Exceptional Value: Offers a free plan, cost-effective paid plans, and a one-time purchase option for long-term savings.
- Always Up-to-Date: Enjoy free continuous upgrades for our online edition ensuring you have latest features.
- Personalized Support: Provides responsive and helpful customer assistance.
What our customers say about OfficeClip:
Keeps your Contacts organized!
OfficeClip allows us to keep the contacts organized and accessible. It has the ability to edit the fields to match the organization criteria.
Jhaneth Vasquez
A Small company but a Big product!
We are using it for maintaining the Client database, sales database, bug tracking, calendar, client support tracking. Their support is wonderful. Their product has great functionality for the many niches it can fill. It gets more funtionality with each version.
David M
A Contact Manager for CPA
OfficeClip CRM has suited our business very well. Integration with emails and web forms enables us to improve the speed of responses to questions of potential customers. The implementation was well planned by the OfficeClip team, the training delivered was professional and when completed we were confident of using the system. For support the OfficeClip team was very helpful and always made sure that the issues were dealt with quickly.