---
title: "Mission Suite Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about Mission Suite Software - reviews, pricing plans, popular comparisons to other CRM products and more."
source_url: "https://www.capterra.com/p/183397/Mission-Suite/"
page_type: "product"
language: "en"
---

# 

 Mission Suite Software Review 2026: Features, Integrations, Pros & Cons

Last updated on August 26, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

Mission Suite

## What is Mission Suite?

Mission Suite is a CRM and marketing automation platform that helps business owners, sales people and sales teams book more sales appointments and close more business using automation. We combine a easy to use contact database, task and opportunity management and powerful email and task automation to ensure that you never lose a deal because you forgot to follow up or it slipped through the cracks. Simply put, Mission Suite uses automation to drive your pipeline and help you close deals.

## What is Mission Suite used for?

[Sales Tracking](https://www.capterra.com/sales-tracking-software/)[Marketing Automation](https://www.capterra.com/marketing-automation-software/)[CRM](https://www.capterra.com/customer-relationship-management-software/)

Top alternative

Featured

Overall rating

Based on 51 user reviews

Reviews sentiment

Positive

94%

Neutral

4%

Negative

2%

Starting price

$30

Flat Rate, Per Month

Free trial  
not available

Free version not included

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for Mission Suite?[Manage this product listing](https://www.g2.com/products/mission-suite/claim_requests/new?auto=true)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Mission Suite

4.5 (51)

VS.

[4.3 (167)](https://www.capterra.com/p/130199/LeadSquared/reviews/)

Starting Price

$30

Flat Rate, Per Month

Starting Price

Contact vendor

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.3 (51)

Ease Of Use

4.3 (910)

Value For Money

4.7 (46)

Value For Money

4.2 (829)

Customer Service

4.8 (45)

Customer Service

4.3 (849)

## Mission Suite alternatives

Highest Rated

[4.6 (6,114)](https://www.capterra.com/p/147657/monday-com/reviews/)

Starting price

$9.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

94%

of reviewers

rated it above 4 stars

[4.3 (6,997)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

Starting price

$14.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

85%

of reviewers

rated it above 4 stars

[EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/)

[4.6 (910)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/)

Starting price

$14.99

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/178819/EngageBay-Marketing/)

[Freshsales](https://www.capterra.com/p/155563/Freshsales/)

[4.5 (623)](https://www.capterra.com/p/155563/Freshsales/reviews/)

Starting price

$11.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

91%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/155563/Freshsales/)

## FAQs about Mission Suite

Overview

### What problems does Mission Suite solve?

Mission Suite solves scattered customer data, disconnected marketing and sales tools, missed follow-ups, and manual campaign tracking by centralizing CRM records, notes, automations, drip campaigns, events, and reporting in one system. Small businesses, marketing teams, sales reps, and account managers benefit most from better task visibility, lead tracking, and streamlined onboarding.

Answer based on 40 reviews

Overview

### Which roles and teams benefit most from Mission Suite?

Mission Suite is most used by business owners, presidents, and CEOs who need unified visibility into marketing, sales, and client communication. Marketing managers, account teams, and customer experience leaders use it to run campaigns, manage contacts, automate follow-up, and track engagement across business development and service workflows.

Answer based on 51 reviews

Overview

### What company size and specific industries is Mission Suite built for?

Mission Suite is designed for small to mid-sized businesses, especially business owners, sales teams, and individual salespeople in any industry that depends on booking appointments and closing deals. It fits organizations that want automation to support sales outreach, follow-up, and deal management.

Features and Usability

### What are the key features of Mission Suite?

Mission Suite includes core CRM and marketing automation features such as contact management, email marketing, drip campaigns, workflow automation, and lead scoring. Differentiators include customizable fields and dashboards, opportunity tracking with sales pipeline management, and website integrations for web forms, event tracking, and follow-up sequences.

Answer based on 27 reviews

Pricing

### How much does it cost and what fees or limitations are included?

Mission Suite starts at $30 per month for the 150 contacts or less plan, plus a $200 setup fee. Higher tiers include 500 contacts or less at $50, 2,500 at $125, 5,000 at $200, 10,000 at $300, and 25,000 at $350, with basic setup at $400 available on select plans.

Answer based on 8 reviews

Integrations

### Which third-party tools and platforms does Mission Suite integrate with?

Mission Suite connects natively to Zapier, giving access to additional third-party apps and workflow connections through that platform.

Answer based on 3 reviews

Getting Started and Support

### How easy is it to onboard and train a team on Mission Suite?

Mission Suite offers live online training, webinars, and documentation, which gives teams several ways to learn. Most reviewers describe onboarding as quick for everyday users and small teams, especially with responsive support. Nontechnical users and first-time CRM users may need more time, while admins handling workflows, automation, or customization face a steeper learning curve.

Answer based on 21 reviews

Getting Started and Support

### What customer support options does Mission Suite offer, and how do users rate the experience?

Mission Suite offers chat support. Users generally describe support as highly responsive, helpful, and hands-on during setup, training, and troubleshooting, with quick answers to questions and fixes for more complex issues. Some users mention limited documentation and occasional need for extra guidance, especially around reporting, automations, or integrations.

Answer based on 27 reviews

User interface

### Is Mission Suite easy to use?

Mission Suite offers a generally easy-to-use interface for many teams, but some areas take practice to learn. Small businesses, marketing teams, and new CRM users often like the simple layout, dashboards, and built-in help, while some users find automation setup, navigation, and button placement less intuitive at first.

Answer based on 17 reviews

## Features

AI summary

Based on 14,838 CRM reviews

Capterra reviewers point to these CRM features as the highest priorities for buyers:

-   **Data Security** (**51%** of reviewers rated this feature as critical)
-   **Customer Database** (**52%**)
-   **Real-Time Data** (**56%**)

Mission Suite focuses on other CRM capabilities that reviewers also rate as important, including **Contact Database** (**47%**) and **Contact Management** (**44%**). Together, these features give teams a central place to store contact details, organize relationships, track interactions, and keep customer information easier to manage across daily sales and outreach work.

Contact Management

5.0 (2)

0.00% of 2 reviewers that rated this feature as important or highly important

Manage, organize, and store contact information

Calendar/Reminder System

4.5 (2)

0.00% of 2 reviewers that rated this feature as important or highly important

Notifications/alerts for upcoming events or tasks

Document Storage

5.0 (2)

0.00% of 2 reviewers that rated this feature as important or highly important

Store and organize documents in a centralized system

Email Management

5.0 (2)

0.00% of 2 reviewers that rated this feature as important or highly important

Manage, store and organize emails within the system or via third-party apps

Interaction Tracking

5.0 (2)

0.00% of 2 reviewers that rated this feature as important or highly important

Track interaction history by documenting conversations for contacts

Lead Management

5.0 (2)

0.00% of 2 reviewers that rated this feature as important or highly important

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Mission Suite 39 features

### All Features
- A/B Testing: Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness
- API: Application programming interface that allows for integration with other systems/databases
- Calendar/Reminder System: Notifications/alerts for upcoming events or tasks
- Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
- Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat
- Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc.
- Contact Management: Manage, organize, and store contact information
- CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
- Customer Segmentation: Process of dividing customers into groups based on common characteristics
- Customizable CTAs: Create unique call-to-actions to drive clicks (buttons, banners, graphics, etc.)
- Document Storage: Store and organize documents in a centralized system
- Drip Campaigns: Send automated marketing emails based on user actions over a predetermined period
- Dynamic Content: Content that alters based on the user's behavior, preferences, and interests, providing a personalized experience
- Email Management: Manage, store and organize emails within the system or via third-party apps
- Email Marketing: Create and send email blasts/campaigns
- Forecasting: Form predictions based on past and present data/trends
- Interaction Tracking: Track interaction history by documenting conversations for contacts
- Internal Chat Integration: Incorporation of a chat or messaging system within an organization's internal communication infrastructure
- Landing Pages/Web Forms: Create landing pages or online forms designed to capture new leads and prospects
- Lead Generation: Manage the process of attracting and converting business prospects into leads
- Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process
- Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors
- Lead Scoring: Score a lead based on quality or likelihood to buy/convert based on predetermined criteria
- Marketing Automation: Automate workflows and trigger campaigns based on customer actions
- Mobile Access: Access software remotely via mobile devices
- Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue
- Quotes/Estimates: Generate quotes or estimates for customers
- Referral Tracking: Log and store the source of contacts/leads
- Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data
- ROI Tracking: Monitor conversion rates and analyze effectiveness and profitability of marketing efforts
- Sales Analytics: Track in detail how users interact with your campaigns and pages (scrolling, button interactions, etc.)
- Sales Pipeline Management: Pipeline view and tracking lead status
- Segmentation: Group leads or contacts based on their specific characteristics
- SMS Marketing: Send promotional campaigns or transactional messages via text messages
- Social Media Integration: Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
- Task Management: Create, manage and track all task activities and progression
- Territory Management: Organize customer data and accounts by user or geography
- Website Visitor Tracking: Monitor activity of individuals who visit your website using cookies
- Workflow Management: Create, design and manage workflows for repetitive tasks

---

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Features

4.5 (51)

4.5

Based on 51 reviews

## Pricing

Value for money

4.7 (46)

[View pricing plan details](https://www.capterra.com/p/183397/Mission-Suite/pricing/)

150 contacts or less

$30.00

Flat Rate,Per Month

It includes:

-   Automated Networking Follow up System
-   Clients
-   Email Templates for Networking Follow up
-   Keeping in Touch With Your Referral Bench and Booking Calendar Confirmations
-   Leads
-   Networking Follow up
-   Our Automated Referral Bench System
-   Referral Bench
-   Unlimited Training and Support
-   Unlimited Users

500 contacts or less

$50.00

Flat Rate,Per Month

It includes:

-   Automated Networking Follow up System
-   Clients
-   Email Templates for Networking Follow up
-   Keeping in Touch With Your Referral Bench and Booking Calendar Confirmations
-   Leads
-   Networking Follow up
-   Our Automated Referral Bench System
-   Referral Bench
-   Unlimited Training and Support
-   Unlimited Users

2500 contacts or less

$125.00

Flat Rate,Per Month

It includes:

-   Automated Networking Follow up System
-   Clients
-   Email Templates for Networking Follow up
-   Keeping in Touch With Your Referral Bench and Booking Calendar Confirmations
-   Leads
-   Networking Follow up
-   Our Automated Referral Bench System
-   Referral Bench
-   Unlimited Training and Support
-   Unlimited Users

5000 contacts or less

$200.00

Flat Rate,Per Month

It includes:

-   Automated Networking Follow up System
-   Clients
-   Email Templates for Networking Follow up
-   Keeping in Touch With Your Referral Bench and Booking Calendar Confirmations
-   Leads
-   Networking Follow up
-   Our Automated Referral Bench System
-   Referral Bench
-   Unlimited Training and Support
-   Unlimited Users

10,000 contacts or less

$300.00

Flat Rate,Per Month

It includes:

-   Automated Networking Follow up System
-   Clients
-   Email Templates for Networking Follow up
-   Keeping in Touch With Your Referral Bench and Booking Calendar Confirmations
-   Leads
-   Networking Follow up
-   Our Automated Referral Bench System
-   Referral Bench
-   Unlimited Training and Support
-   Unlimited Users

25,000 contacts or less

$350.00

Flat Rate,Per Month

It includes:

-   Automated Networking Follow up System
-   Clients
-   Email Templates for Networking Follow up
-   Keeping in Touch With Your Referra
-   Leads
-   Networking Follow up
-   Our Automated Referral Bench System
-   Referral Bench
-   Unlimited Training and Support
-   Unlimited Users

Value for money

4.7 (46)

4.7

Based on 46 reviews

## Integrations

[

Zapier](https://www.capterra.com/p/130182/Zapier/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.8 (45)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.8 (45)

4.8

Based on 45 reviews

## User reviews

Overall rating

4.5

Based on 51 reviews

Filter by rating

5(31)

4(17)

3(2)

2(1)

1(0)

Mentioned topic

Sorted by most recent

BM

Bikram M.

VP of Operations

Environmental Services

### "Mission Suite's Awesome Product and Customer Service!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

July 21, 2021

We are utilizing Mission Suite for a number of offerings, check their products and pricing...you'll see why we chose them!

Pros

Ease of use, implementation, cost, and most importantly, customer service!

Cons

Nothing yet! It has been quite the unexpectedly awesome experience!

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Crystal F.

Office Assistant

Telecommunications

### "Mission Suite"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

5/10

January 5, 2021

my overall experience was positive this software is very user friendly and helped the business grow.

Pros

what i liked most about this software was jow simple it was to set up and start marketing and gaining

Cons

what i liked least about was the formatting at times make it a bit difficult to navigate through areas.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Kurt M.

Consulting

Computer Software

### "Perfect Tool for Marketing and Connecting with Customers"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

3.0

3.0

Customer Service

3.0

3.0

Likelihood to Recommend

7/10

July 20, 2019

Pros

Very easy to learn. It is a cloud product and has not had any significant downtimes or impacts on the business. My team was able to come up to speed quickly. It is more intuitive than Hubspot or Marketo and cost less. It is a no-frills marketing automation tool that suits most of my client's needs. I like and recommend the product for small marketing teams.

Cons

Getting data out can be a real pain. The system lets you download the basic data but nothing of value that other marketing tools could use. The permissions process to download data is unworkable. Documentation is limited, and very little community support.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

GP

Gerri P.

Owner

Professional Training & Coaching

### "The entire package"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

April 9, 2019

Ian was fantastic. He is extremely responsive and guided us through the whole process for set up and implementation.

Pros

We consolidated our marketing platform with our CRM system and reduced our costs. The system is robust and allows us to perform complex automations.

Cons

At first it is not as user-friendly as other systems, but once you learn the basics you can customize it as you need.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

RP

Robert P.

President

Management Consulting

### "Easy to add contacts and setup followup"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

4.0

4.0

Likelihood to Recommend

7/10

March 15, 2019

Pros

The interaction and follow up tools with clients and prospects work well. They charge by number of clients and not users which is atypical.

Cons

The software assumes familiarity with CRM so there is some learning curve in figuring out how the features work and how to automate some functionality.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

March 20, 2019

Hi Robert, thanks for the review! I saw your note about the learning curve and completely understand. For that reason we provide all of our training for free, so if you ever want to book an online screenshare session with us to walk through any questions you may have to shorten that learning curve, you're always welcome to! Just shoot an email to support\[at\]themissionsuite\[dot\]com and we'll set up some time for you!

CG

Carl G.

Vice President of Sales and Marketing

Information Technology and Services

### "Effective Marketing Automation Platform with Excellent Value"

4.0

Overall Rating

4.0

4.0

Ease of Use

3.0

3.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

March 15, 2019

The Mission Suite was selected by our organization after evaluating several other marketing automation platforms because of its ability to: Offer great value for our investment; deliver all the key functionality we needed; provide excellent customer service. None of the other platforms were able to hit this combination as effectively. We’ve enjoyed great success using The Mission Suite as critical component of our go-to-market efforts.

Pros

The Mission Suite provides all of the key functionality a mid-sized organization requires to deploy, monitor, and manage marketing/demand generation campaigns. It enables our small marketing team to accomplish more by centralizing our outreach to one platform - we can send emails, track event registrations, offer "free" downloads, etc, to our target prospects and while tracking effectiveness. The built in CRM also provide the necessary functionality for our sales executives to quickly access target information, log activities, and see "hot" prospects. Customer service is excellent - The Mission Suite team is always very responsive to any inquires and we're almost always speaking to someone who is highly knowledgeable about the system.

Cons

As a long-time customer (2+ years), we’ve seen the platform evolve and improve, but the user interface can take some learning. It’s functional, but not always intuitive. From a pure UX perspective, it’s not the most attractive or elegant of interfaces – which is a bit of a superficial criticism, but the reality is that many “creatives” are not technology experts and we’ve learned that it take a bit of time to not feel overwhelmed with learning the system. While The Mission Suite provide a generally complete set of the “essentials” – we’d like to see it continue to add tools around emerging marketing techniques – like increasing it’s ability to utilize social media and facilitate ABM. There are some rudimentary component here, so we expect to see more in this area.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

MG

Mark G.

Client Services Director

Financial Services

### "Mission Suite is Great!"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 15, 2019

We track all of our outside and inside sales activity within Mission Suite. The automated reminders and emails keep us on top of everything.

Pros

Rep is amazing and always ready to help if I need him. The software is easy to work in and customized to our needs. I have used other CRM's over the years and Mission Suite is by far the best.

Cons

That i wasn't using it for the last 14 years!

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

AN

Anonymous User

Communications Director

Oil & Energy

### "Learning a new system is never easy!"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

3.0

3.0

Customer Service

5.0

5.0

Likelihood to Recommend

5/10

March 14, 2019

Pros

The customer service for MissionSuite is incredibly hands-on and responsive. We would never be able to make this transition without Ian!

Cons

It's hard to set up and learn a new database and CRM system. We're still working out the kinks.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

JS

Jesse S.

Vice President of Swisstrax

Retail

### "Satisfied Customer"

4.0

Overall Rating

4.0

4.0

Ease of Use

3.0

3.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

7/10

March 13, 2019

Experience has been great as it prompts the staff to stay on task being we are in a sales related business. The Mission Suite easily payed for itself within the first month or two!

Pros

The price and ease of the software is great. Not as robust as many out there which is great for a small company like ours.

Cons

There seems to be a lot of redundancy within the opportunities and activities. It could be even that much more simple which would make this CRM wonderful.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

March 14, 2019

Thanks for the review Jesse! As far as the redundancies between opportunities and activities, it sounds like that's a challenge based on the original setup of your account. It might be worth connecting with us to do a full review of the way you're account is set up and see if we can streamline it a bit more!

DG

Daniel G.

Founder & President

Non-Profit Organization Management

### "Great CRM with Great Service"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 13, 2019

As a non-profit, Mission Suite is helping us nurture our Donor Base better than ever!

Pros

It's a full service CRM with great customer service.

Cons

As with any CRM, there is a learning curve, but it's not that bad. I think the email templates could be updated to compete with Mailchimp and Constant Contact. But it is still an excellent software.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

[View all Reviews](https://www.capterra.com/p/183397/Mission-Suite/reviews/)

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