Capsule CRM vs ProMax
Side-by-side comparison of features, pricing, and integrations.
Quick Verdict
Capsule CRM offers more features (62 vs 32) and more integrations (14 vs 2). Starting price: Capsule CRM at Free vs ProMax at Contact Sales. Capsule CRM has 62 unique features while ProMax has 32 unique features, with 0 features in common.
| Capsule CRM | ProMax | |
|---|---|---|
| Category | CRM | CRM |
| Total Features | 62 | 32 |
| AI-Powered Features | 4 | 0 |
| Starting Price | Free | Contact Sales |
| Pricing Tiers | 5 | 0 |
| Integrations | 14 | 2 |
| Shared Features | 0 | |
| Shared Integrations | 0 | |
| Data Quality | 95% | 50% |
Feature Comparison by Category
AI (4 vs 0)
| Feature | Capsule CRM | ProMax |
|---|---|---|
| AI Business Enrichment | ||
| AI Contact Enrichment | ||
| AI Pipeline Generator | ||
| AI Summaries |
Analytics & Intelligence (0 vs 1)
| Feature | Capsule CRM | ProMax |
|---|---|---|
| Data Mining |
Appraisal (0 vs 1)
| Feature | Capsule CRM | ProMax |
|---|---|---|
| Appraisal Express |
Automation (5 vs 0)
| Feature | Capsule CRM | ProMax |
|---|---|---|
| Marketing Automation | ||
| Project Automation | ||
| Sales Automation | ||
| Task Automation | ||
| Workflow Automations |
CRM (0 vs 3)
| Feature | Capsule CRM | ProMax |
|---|---|---|
| Appointment Scheduling | ||
| Complete CRM | ||
| Customer Follow-up |
Communications (0 vs 1)
| Feature | Capsule CRM | ProMax |
|---|---|---|
| Call Tracking |
Compliance (0 vs 2)
| Feature | Capsule CRM | ProMax |
|---|---|---|
| Compliance Workflow | ||
| OFAC, Disclosure Notices, MLA Screening |
Connectivity (5 vs 0)
| Feature | Capsule CRM | ProMax |
|---|---|---|
| API Access | ||
| Premium Integrations | ||
| Website Form Lead Capture | ||
| Zapier Integration | ||
| iOS & Android Mobile App |
Contact Management (5 vs 0)
| Feature | Capsule CRM | ProMax |
|---|---|---|
| Attach Files | ||
| Auto-enriched Profiles | ||
| Contact Management | ||
| Full Text Search | ||
| Import Contacts |
Credit & Compliance (0 vs 5)
| Feature | Capsule CRM | ProMax |
|---|---|---|
| Complete Credit | ||
| Credit Reports and Scores | ||
| Employment & Income Verification | ||
| Online Credit Application | ||
| Soft Pull Pre-Qualification |
Customization (9 vs 0)
| Feature | Capsule CRM | ProMax |
|---|---|---|
| Custom Activity Types | ||
| Custom Branding | ||
| Custom Fields | ||
| Custom Lists | ||
| Custom Lost Reasons | ||
| Custom Milestones | ||
| Custom Tags | ||
| Custom Titles | ||
| Mail Drop Box |
Deal Management (0 vs 1)
| Feature | Capsule CRM | ProMax |
|---|---|---|
| Desking |
Document Management (0 vs 3)
| Feature | Capsule CRM | ProMax |
|---|---|---|
| Compliance Storage | ||
| Consumer Document Exchange | ||
| Forms Management and eSign |
Email Tools (5 vs 0)
| Feature | Capsule CRM | ProMax |
|---|---|---|
| Email Sending | ||
| Email Templates | ||
| Gmail Integration | ||
| Outlook Integration | ||
| Shared Inbox |
Fraud & Compliance (0 vs 4)
| Feature | Capsule CRM | ProMax |
|---|---|---|
| Driver's License & ID Verification | ||
| Identity Verification | ||
| Red Flags | ||
| Synthetic Fraud Detection |
Inventory Management (0 vs 3)
| Feature | Capsule CRM | ProMax |
|---|---|---|
| Inventory Data Exchange | ||
| Recall Tab | ||
| Vehicle Information Management |
Lead Management (0 vs 2)
| Feature | Capsule CRM | ProMax |
|---|---|---|
| Lead Generation | ||
| Lead Management |
Lending Integration (0 vs 1)
| Feature | Capsule CRM | ProMax |
|---|---|---|
| Lender Select |
Marketing & Websites (0 vs 2)
| Feature | Capsule CRM | ProMax |
|---|---|---|
| Marketing Websites | ||
| Special Finance Websites |
Project Management (1 vs 0)
| Feature | Capsule CRM | ProMax |
|---|---|---|
| Multiple Project Boards |
Reporting (8 vs 0)
| Feature | Capsule CRM | ProMax |
|---|---|---|
| Activity Reporting | ||
| Advanced Sales Reporting | ||
| Advanced Sales Reports | ||
| Export Reports | ||
| Google Data Studio | ||
| Report Filtering | ||
| Reporting Dashboards | ||
| Sales Analytics |
Sales Tools (6 vs 0)
| Feature | Capsule CRM | ProMax |
|---|---|---|
| Currency Support | ||
| Kanban Visual Pipeline | ||
| Multiple Sales Pipelines | ||
| Opportunity Filtering | ||
| Pipeline Dashboard | ||
| Sales Pipeline |
Security (0 vs 2)
| Feature | Capsule CRM | ProMax |
|---|---|---|
| 3rd-party Testing and Disaster Recovery | ||
| Security & Encryption |
Security & Permissions (9 vs 0)
| Feature | Capsule CRM | ProMax |
|---|---|---|
| Data Export | ||
| GDPR Compliance | ||
| Google Workspace Single Sign-On | ||
| Microsoft 365 Single Sign-On | ||
| Restore Deleted Records | ||
| Restrict Access to Records | ||
| Team & Access Controls | ||
| Two-factor Authentication | ||
| User Roles |
Task Management (5 vs 0)
| Feature | Capsule CRM | ProMax |
|---|---|---|
| Calendar View | ||
| Repeating Tasks | ||
| Subscribe to Calendar | ||
| Task Reminder Emails | ||
| Tasks & Calendar |
Training & Support (0 vs 1)
| Feature | Capsule CRM | ProMax |
|---|---|---|
| Training Modules |
Unique Features
Only in Capsule CRM (62)
AI Business Enrichment
AI Contact Enrichment
AI Pipeline Generator
AI Summaries
Marketing Automation
Project Automation
Sales Automation
Task Automation
Workflow Automations
API Access
iOS & Android Mobile App
Premium Integrations
Website Form Lead Capture
Zapier Integration
Attach Files
Auto-enriched Profiles
Contact Management
Full Text Search
Import Contacts
Custom Activity Types
+ 42 more unique features
Only in ProMax (32)
Data Mining
Appraisal Express
Call Tracking
Compliance Workflow
OFAC, Disclosure Notices, MLA Screening
Complete Credit
Credit Reports and Scores
Employment & Income Verification
Online Credit Application
Soft Pull Pre-Qualification
Appointment Scheduling
Complete CRM
Customer Follow-up
Desking
Compliance Storage
Consumer Document Exchange
Forms Management and eSign
Driver's License & ID Verification
Identity Verification
Red Flags
+ 12 more unique features
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