Capsule vs. Repfabric Comparison


Capsule Zestia	Repfabric	+	+
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		Related Products Pipedrive Pipedrive is a web-based sales CRM (customer relationship management) software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process to focus on selling. Pipedrive’s simple interface empowers salespeople to streamline workflows and unite sales tasks in one workspace. Unlock instant sales insights with Pipedrive’s visual sales pipeline and fine-tune your strategy with robust reporting features and a personalized AI Sales Assistant. Reach the right contacts at the right time with intelligent lead segmenting and activity reminders that tell you when to take action. When it’s time to seal the deal, compose instant, irresistible sales emails in just one click. 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Reps use it because the pipeline is visual and the next step is obvious. • Voyager AI — predictive deal and pipeline guidance in context, with native MCP so Coevera data is available to the AI tools your team already uses. • Visual pipeline management — drag-and-drop pipelines, buying centers and relationship maps, so who is involved in a deal and what stage it is actually in are both visible. • Guided selling — your stages, required activities and qualification criteria enforced in the flow of work rather than in a document. • Automatizer — no-code workflow automation your own ops team builds and changes. • Reporting and forecasting built in — no BI license required, with BI Feeder exporting to Tableau, Power BI and others when your analysts want the raw data. Three editions at three price points — $85, $115 and $150 per user per month. Implementations run in weeks, not quarters. Served markets: United States, Canada, the United Kingdom, Australia, New Zealand and Europe, with English, German, Spanish and Italian as focus languages. 753 Ratings Visit Website Shape Software Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. Shape provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer relationships, communicating seamlessly, or tracking projects. Start growing your revenue with Shape's suite of services today. 136 Ratings Visit Website Act! Act! 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Every feature is designed to reflect how today’s SMBs run their businesses. 555 Ratings Visit Website SKU Science SKU Science offers a quick and efficient solution for sales forecasting and performance tracking. Start your demand planning process in just two days! Designed by industry experts, it’s tailored for operations managers, S&OP managers, supply chain managers, and demand planners. Harness the power of 644 statistical combinations to create unique sales forecasts at any level. Customize your forecasting further with AI models trained on your specific dataset. Key performance indicators (KPIs) are automatically calculated and prioritized, ensuring your supply chain focuses on the most critical items for your business. Real-time operational dashboards update with every cycle, providing seamless activity tracking and enhanced decision-making. Thanks to its advanced features and user-friendly design, the platform is already trusted by numerous clients across industries such as manufacturing, food and beverage, healthcare, retail and e-commerce. 16 Ratings Visit Website Planfix The Planfix platform allows organizations to manage their entire business online. Regardless of company size and industry, Planfix has something to offer as an excellent project and work management tool. With Planfix, your company gets a fully customizable management system, from process design to appearance. The integrated Planfix platform allows users to manage tasks and projects, CRM, sales, marketing, production, logistics, support services, finance, and human resources all at once. Data transfer between teams is seamless — for example, transactions during the implementation stage become projects, which are then transferred to support. We believe that Planfix is suitable for private businesses, nonprofits, public organizations, and any other group working towards a common goal. More than 68,000 users use Planfix to automate business workflows in over 7,000 companies. 58 Ratings Visit Website Creatio Creatio is an AI CRM and workflow platform where people and AI agents work together — with no limits on users, agents, workflows, or scale. Built for midsize and large organizations, it combines best-in-class CRM across sales, marketing, and service with an AI-native, no-code engine that lets business teams automate workflows, deploy AI agents, and adapt processes without developer dependency. The platform includes Creatio Business Studio for building applications and AI agents using natural language and visual designers, and Creatio AI Studio — a dedicated environment for managing the full enterprise agent lifecycle, from building and deploying to governing and optimizing agents at scale. The AI CRM suite covers Marketing, Sales, and Service, each with embedded AI agents that handle routine tasks autonomously so teams can focus on higher-value work. Creatio's Unlimited Enterprise model removes per-seat, per-agent, and per-workflow pricing constraints entirely — the more your people and AI agents do together, the more value you get, without the cost scaling with it. The platform supports industry-specific deployments across 20+ verticals including financial services, manufacturing, high-tech, and public sector, backed by 700+ marketplace add-ons and a global network of 500+ partners. Recognized as a Leader and Strong Performer across multiple Gartner and Forrester reports, Creatio serves thousands of customers in 100+ countries. 589 Ratings Visit Website ShareCRM ShareCRM is an AI-powered enterprise CRM platform designed to connect data and teams across the entire customer lifecycle. It unifies marketing, sales, and service operations into a single system that helps businesses convert leads into long-term customers. The platform supports multi-channel marketing automation, centralized lead management, and end-to-end sales force automation. ShareCRM also enables service automation to manage customer inquiries, service orders, and on-site operations efficiently. Built with collaboration tools, it connects internal teams, partners, and clients through messaging, tasks, and approval workflows. Its low-code, AI-driven architecture allows organizations to customize processes without heavy development effort. Overall, ShareCRM helps companies boost growth by improving visibility, efficiency, and collaboration across the business. 68 Ratings Visit Website TIMi The most efficient, sovereign & unified "on-premise" data platform available today. Think about the Azure data platform, but on steroids and 100% Sovereign. 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About The smart simple online CRM. Build stronger customer relationships, make more sales and save time. Be more organized with your customer information in one place. Easily track conversations, know the history and deliver more personal experiences. Feel in control of your sales as you tailor your pipeline to match your sales process and easily spot the deals in need of attention and those about to land. Make more informed business decisions as you easily spot the activities having the most impact on your sales figures with our insightful reports. Shape Capsule around your teams so they only see the information they need. Focus their activity and report on their progress. Capsule works seamlessly with popular applications such as G Suite, Mailchimp, Xero and many more. With caller ID and a reminder to make a note in your CRM after a call, Capsule Mobile keeps you organized wherever you are. Access all of Capsule on Android and iPhone.	About Repfabric is a customer relationship management (CRM) software designed specifically for multi-line sales teams (i.e. reps, distributors, wholesalers, dealers, and manufacturers). It streamlines and simplifies the sales process by providing deep integration with email, contacts, calendars, and deal tracking. The platform enables users to track commissions from CRM to sale, make updates directly from mobile devices, and document sales calls using voice-to-text features. In addition to these core functionalities, Repfabric offers features such as account activity and opportunity reviews, sales numbers and trend analysis by manufacturer, and a Nearby feature to find the closest client when a sales call is canceled. The platform is supported by a full-service customer care team and an experienced data team, ensuring a smooth transition for businesses and allowing you to focus on growing your business.
Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported	Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported
Audience Businesses searching for a solution to improve their customer services and increase sales	Audience CRM and commission software for multi-line sellers, distributors, manufacturers, and wholesalers
Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
API Offers API Not Supported	API Offers API Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $18 per user per month Professional Plan: $18 per user per month Teams Plan: $36 per user per month Free Version Supported Free Trial Supported	Pricing Call for pricing Free Version Not Supported Free Trial Not Supported
Reviews/Ratings Overall 4.0 / 5 ease 4.0 / 5 features 3.0 / 5 design 3.0 / 5 support 3.0 / 5 Read all reviews	Reviews/Ratings Overall 5.0 / 5 ease 4.9 / 5 features 4.6 / 5 design 4.5 / 5 support 4.7 / 5 Read all reviews
Pros & Cons from Real Users Pros This CRM is a very user friendly and easy software to learn. One of the best features is the feature called "tracks" that helps in setting up a path or flow of tasks to be done while working on a lead. It also offers good integration support. Also it is fairly inexpensive. Cons The UI is pretty basic and doesn't have all the features you might be used to seeing on more complex (and more expensive) CRMs, for instances there is no live-chat feature.	Pros & Cons from Real Users Pros Very intuitive and easy to use GREAT for tracking and following up on Projects If you give out Samples or Lend tools to contractors great tracking tool built in All your contracts are in 1 place and easy to access online or via app Best mobile app It feels like it is built for reps, not generic businesses. I appreciate that it understands my unique workflows of multi-line selling and commission-driven sales — unlike standard CRM platforms like Salesforce or HubSpot that often need heavy customization. What I enjoy the most about Repfabric is that it is a very intuitive tool and easy to use. Its interface is super user-friendly and it gives the chance to be on the same page with peers, clients and manufacturers. I use this system for entering PO's and Invoices able to do so with ease. The AI features make this very convenient too! I like being able to track a project and make sure we land them. It makes it easier to recall which ones are still on the hook. Cons No "cons" per say but one feature that I do wish existed is that Rep Fabric could integrate w/ quick books so sales data can be streamlined to be added to won projects or jobs etc. The mobile app - it's slower in performance, has dated interface elements and is missing some features I believe that the Activity Journals could have more "Type" options, or have the chance to put your own custom "Type" for the AJ. The AI tool can be finicky at times, but it performs very well when it’s working properly. I don't like that I sometimes forget to use it. I personally haven't come across any negatives.
Training Documentation Supported Webinars Not Supported Live Online Not Supported In Person Not Supported	Training Documentation Supported Webinars Supported Live Online Supported In Person Supported
Company Information Zestia Founded: 2009 United Kingdom www.capsulecrm.com	Company Information Repfabric Founded: 2013 United States repfabric.com
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Categories Contact Management Supported Conversion Tracking Supported CRM Supported Lead Management Supported Sales Forecasting Supported	Categories Commission Supported Construction CRM Supported Contact Management Supported CRM Supported Field Sales Supported HVAC Supported Lead Management Supported Mileage Tracking Supported Performance Management Supported Plumbing Supported Sales Supported Sales Acceleration Supported Sales Analytics Supported Sales Compensation Supported Sales Intelligence Supported Sales Tracking Supported
CRM Features Calendar/Reminder System Supported Call Logging Supported Document Storage Supported Email Marketing Supported Internal Chat Integration Not Supported Lead Scoring Not Supported Marketing Automation Integration Supported Mobile Access Supported Quotes / Proposals Supported Segmentation Supported Social Media Integration Supported Task Management Supported Territory Management Supported Contact Management Features Activity Management Supported Appointment Management Supported Contact Database Supported Contact History Supported Contact Import/Export Supported Customer Pipeline Supported Email Marketing Not Supported Group Management Not Supported Interaction Tracking Supported Lead Management Supported Prospecting Tools Not Supported Sales Pipeline Management Supported Search / Filter Not Supported Segmentation Not Supported Shared Contacts Not Supported Social Media Integration Not Supported Lead Management Features Activity Tracking Supported Campaign Management Supported Lead Capture Supported Lead Distribution Supported Lead Nurturing Supported Lead Scoring Supported Lead Segmentation Supported Pipeline Management Supported Prospecting Tools Supported Source Tracking Supported Show More Features Sales Forecasting Features Competitor Analysis Not Supported Correlation Analysis Not Supported Dashboard Supported Dynamic Modeling Not Supported Exception Reporting Not Supported Graphical Data Presentation Supported Modeling & Simulation Not Supported Performance Metrics Supported Sales Trend Analysis Supported Statistical Analysis Not Supported	CRM Features Calendar/Reminder System Supported Call Logging Supported Document Storage Supported Email Marketing Supported Internal Chat Integration Not Supported Lead Scoring Supported Marketing Automation Integration Supported Mobile Access Supported Quotes / Proposals Supported Segmentation Supported Social Media Integration Not Supported Task Management Supported Territory Management Supported Contact Management Features Activity Management Supported Appointment Management Not Supported Contact Database Supported Contact History Supported Contact Import/Export Supported Customer Pipeline Supported Email Marketing Supported Group Management Supported Interaction Tracking Supported Lead Management Supported Prospecting Tools Supported Sales Pipeline Management Supported Search / Filter Supported Segmentation Supported Shared Contacts Supported Social Media Integration Not Supported Lead Management Features Activity Tracking Supported Campaign Management Supported Lead Capture Not Supported Lead Distribution Not Supported Lead Nurturing Supported Lead Scoring Not Supported Lead Segmentation Supported Pipeline Management Supported Prospecting Tools Supported Source Tracking Supported Show More Features Commission Features Affiliate Management Not Supported Agency Commission Supported Commission Calculations Supported Commission Scheduling Not Supported Commission Tracking Supported Compliance Management Not Supported Flat Commissions Supported Incentive Programs Supported Multi-Tiered Commissions Supported Percentage Commissions Supported Sliding Scale Commissions Not Supported Split Commissions Not Supported Construction CRM Features Client Tracking Supported Contract Management Not Supported Forecasting Not Supported Project Management Supported Quote Management Supported Sales Management Supported Scheduling Not Supported Time Management Not Supported Field Sales Features Activity Tracking Supported Channel Management Supported Collaboration Tools Supported Controlled Access Supported CRM Supported Dashboard Management Supported Expense Management Supported Fast Estimates Not Supported Inventory Management Not Supported Invoices Not Supported Lead / Opportunity Management Supported Online Payments Not Supported Order Management Supported Quoting Supported Reporting / Analytics Supported Route Optimization Supported Territory Management Supported Time Tracker Not Supported Visit Scheduling Not Supported Workflow Management Not Supported HVAC Features Billing & Invoicing Not Supported Customer Database Supported Dispatch Management Not Supported Inventory Control Not Supported Job Management Supported Maintenance Scheduling Not Supported Mobile Access Supported Quotes / Estimates Supported Routing Not Supported Scheduling Not Supported Service History Tracking Not Supported Technician Management Not Supported Work Order Management Not Supported Mileage Tracking Features Business / Personal Travel Supported Cost Analysis Not Supported Employee Reimbursement Supported Expense Reports Supported GPS Tracking Not Supported Manager Workflow Not Supported Mileage Logging Supported Reporting Supported Plumbing Features Billing & Invoicing Not Supported Customer Database Supported Dispatch Management Not Supported Inventory Control Not Supported Job Management Supported Mobile Access Supported Quotes / Estimates Supported Routing Not Supported Scheduling Not Supported Service History Tracking Not Supported Technician Management Not Supported Work Order Management Not Supported Sales Acceleration Features Campaign Management Supported CPQ Supported Dialer Supported Email Sequencing Not Supported Email Templates Supported Email Tracking Supported List Building Supported Meeting Scheduler Not Supported Predictive Analytics Supported Reporting Supported Sales Gamification Not Supported Sales Intelligence Supported Sales Workflow Management Supported Sales Analytics Features Collaboration Tools Supported Dashboards Supported Forecasting Analytics Supported Ideal Customer Profile (ICP) Not Supported Lead Analytics Not Supported Pipeline Management Not Supported Predictive Forecasting Not Supported Predictive Lead Scoring Not Supported Sales Intelligence Reporting Supported Sales Intelligence Features CRM Integration Supported Data Cleaning Not Supported Data Enrichment Supported Data Import/Export Not Supported Data Mining Not Supported Data Verification Not Supported Email Integration Supported Lead Scoring Not Supported List Building Not Supported Performance Management Supported Pipeline Management Supported Predictive Modeling/Analytics Not Supported Prospecting Tools Supported Reporting/Analytics Supported Sales Forecasting Supported Sales Tracking Features Activity Dashboard Supported Alerts / Notifications Supported Appointment Scheduling Not Supported Call Logging Supported Comments / Notes Supported Custom Reports Supported Document Management Not Supported Email Templates Supported Interaction Tracking Supported Lead Management Supported Lead Scoring Not Supported Pipeline Management Supported Reporting / Analytics Supported Task Management Supported
Integrations Gmail Supported HubSpot CRM Supported Mailchimp Supported Microsoft Outlook Supported Autoklose Not Supported CallPal Supported Exopen Supported GeoMaps Supported Gravity Forms Supported HubSpot Marketing Hub Supported Infinite Connect Supported Inigo Supported NUACOM Supported SupportBee Supported Toky Supported Vonage Communications APIs (Nexmo) Supported WP-Chatbot Supported WordPress Supported Zoho CRM Not Supported Show More Integrations View All 165 Integrations	Integrations Gmail Supported HubSpot CRM Supported Mailchimp Supported Microsoft Outlook Supported Autoklose Supported CallPal Not Supported Exopen Not Supported GeoMaps Not Supported Gravity Forms Not Supported HubSpot Marketing Hub Not Supported Infinite Connect Not Supported Inigo Not Supported NUACOM Not Supported SupportBee Not Supported Toky Not Supported Vonage Communications APIs (Nexmo) Not Supported WP-Chatbot Not Supported WordPress Not Supported Zoho CRM Supported Show More Integrations View All 11 Integrations
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