Compare BestNotes vs. Capsule CRM

When you need an effective CRM Software product for your business you need to make time to examine a wide range of options. It doesn’t have to be challenging, and can be as straightforward as matching their functions in a table like the one below. You will also get a brief idea how each product performs. For instance, on this page you can find BestNotes’s overall score of 8.0 and compare it against Capsule CRM’s score of 6.6; or BestNotes’s user satisfaction level at 100% versus Capsule CRM’s 99% satisfaction score. The assessment will help you find out the pros and cons of each service, and decide which one fits you requirements better. Aside from the main features, the application which is simple and intuitive is always the better option. Currently, the top products in our EHR Software category are: Care360, Cerner EMR, Practice Fusion.



Capsule CRM


BestNotes screenshot Capsule CRM screenshot
Pricing Page

Our Score

Our Score

8.0 ?

Our Score

8.0 ?

Customer Experience

Customer Experience

Customer Experience

100% ?

Customer Experience

99% ?





Pricing Type

Pricing Type

Monthly payment Free | Monthly payment
Detailed Review

Detailed Review

General Info

General Info

HIPAA compliant Electronic Health Record and Customer Relationship Management system for behavioral health and substance abuse clinics and institutes.
An easy web-based CRM to help small businesses manage their business relationships with clients, vendors leads and other contacts.
Quick Links
Available Features

Available Features


  • Electronic Health Records
  • Intake and nursing assessment
  • History, Physical and BioPsychoSocial accessment
  • Master treatment plan
  • Medication management
  • Group and progress notes
  • Custom notes
  • Customer Relationship Management
  • Referral source relationship management and portal
  • Marketing channel reporting
  • Lead tracking
  • Client calendar and check-in
  • Note/billing attachment to appointments
  • Patient ledger and billing
  • Mobile apps
  • Messaging system
  • HIPAA compliant user-to-user
  • Medication management
  • E-prescriptions
  • Controlled substances management
  • Lab tracking and orders
  • Real-time lab results
  • Client portal
  • Document sharing with clients
  • Client and employment application
  • Task management
  • Reporting and analysis
  • Academics module


  • Complete and easy contact management
  • Efficient sales management
  • Track bids, deals, proposals and other opportunities
  • Dashboard opportunities overview
  • Adding milestones
  • Linking milestones with a success factor
  • Includes a standard set of milestones
  • Easy to-do list and calendar management
  • Easy customization of information categories to fit your business
  • Secure access of your account from anywhere
  • Easy sharing of contacts with co-workers to assure the entire team has a single up-to-date view of the contact
  • Tracking of all email communications into Capsule
  • Quick document management, making it easy to attach documents and other files
  • Integration of contacts from Outlook, Gmail, vCard, spreadsheets and any CSV file
  • Easy creation and analysis of reports
  • Customization of the sales milestones and process
  • Management groups of contacts with lists using tags
  • Easy addition of notes and other information about the contact
  • Serious data security
  • Controlled access
  • Multiple backup
  • One master copy of your data on secure servers
  • Automatic upgrades
  • Compatible with Windows, Mac, or Linux
  • Brand your Capsule account using your colors and logo


English English
Customer Support

Customer Support

Phone No.

Phone No.

Available Devices

Available Devices

Windows Mobile
Popular Clients

Popular Clients

None indicated
Contact Email

Contact Email
Types of Clients

Types of Clients

Small Business | Medium Business Small Business | Freelancers
Company's Address

Company's Address

PO Box 5578,
Twin Falls, ID 83303
None indicated
Cost Details

Cost Details

Pricing details

  • 1-10 users – $50/user/month
  • Additional 11-100 users – $20/user/month
  • Additional 101+ users – $10/user/month

Additional services

  • Outcome tools: $100/month
  • E-prescribing: $800/provider/year
  • DSM-5: $5/provider/month
  • Imports: $100/hour
  • ASAM Continuum: $840/provider/month
  • Appointment reminders: 5 cents/message

Capsule offers a flexible, pay-as-you go service which you can cancel or upgrade at any time. There are two plans offered:


  • Up to 2 users
  • 10MB storage
  • 250 contacts
  • Unlimited opportunities
  • Unlimited cases

Professional – $15/month per user

  • 30-day free trial
  • 2GB storage per user
  • 50,000 contacts
  • Unlimited opportunities
  • Unlimited cases
  • Premium integrations including Xero, FreshBooks, MailChimp, Wufoo & more
Available Integrations

Available Integrations

No information available.

Official Mobile App

  • Capsule Mobile


  • Google Contacts
  • PieSync
  • Dedupely

Contracts & proposals

  • Proposable
  • NiftyQuoter
  • Quotient
  • Magento with Cart2Quote
  • PandaDoc
  • WebMerge
  • Signable
  • edocr
  • Direct Mail Manager
  • Better Proposals

Customer Success

  • Akita


  • Grappster
  • AppInsights
  • SalesWally
  • UnifiedVU

Email list marketing

  • MailChimp
  • Mad Mimi
  • MPZ Mail
  • E-goi

Google integrations

  • G Suite

Help desk

  • Zendesk
  • Freshdesk
  • Help Scout
  • SupportBee
  • Enchant
  • LiveHelpNow

Integration platforms

  • Zapier
  • Flow XO
  • Cyclr
  • LeadsBridge
  • Integromat

Inventory management

  • Cin7
  • DEAR Systems

Invoicing & Accounting

  • Xero
  • KashFlow
  • FreeAgent
  • FreshBooks
  • ClearBooks
  • Billiving
  • Sage Business Cloud Accounting (UK)

Job & time tracking

  • Toggl

Migration services

  • Import2
  • Data2CRM

Mobile integrations

  • call2CRM (Android)
  • Business Card Reader for Capsule CRM (Android)

Office Management

  • Office R&D

Project Management

  • TidyWork
  • JIRA integration by TIG

Telephone & VoIP

  • Netfuse
  • Kixie
  • Callmaker
  • CircleLoop
  • Text Marketer

Website chat

  • ClickDesk
  • Userlike
  • Tidio

Website forms

  • Wufoo Forms
  • Ninjaforms
  • Gravity Forms

Want to develop your own integration?


Capsule’s RESTful API can be used by developers to create clever add-ons or to integrate Capsule with other applications.

Pricing Page

Pricing Page

Learn more about BestNotes pricing Learn more about Capsule CRM pricing
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Popular Alternatives

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The products compared on this page are only a small sample of our entire CRM Software category and you should keep in mind that there might be better solutions out there. If you would like to make sure you make the best possible choice for your company we definitely suggest that you try out more software first. You may also want to consult our top 10 CRM Software list to find out which services are in the current year the highest-rated ones and leaders in the market.