Capterra's Top 20 Report Methodology

The Basics

The Top 20 methodology scores vendors on two metrics: reviews and search volume.

  1. The reviews component considers the “overall” user rating (1-5 stars) from reviews in the last 12 months.
  2. The search volume component considers average monthly search volume for a standardized set of keywords for each product, as well as the position of the vendor’s domain on the search engine results page (SERP) for each keyword.

These two scores are weighted and combined into an overall score, which dictates the rank order of products in the Top 20.

Eligibility

To be eligible for inclusion in a category, products must:

  • Be sold in the North American software market
  • Offer required functionality as determined by our research analysts, who provide coverage of and have familiarity with products in each category. Each product must have all core features plus a majority of common features for that market.
  • Have at least 10 unique user-submitted product reviews across the three Gartner Digital Markets web properties —softwareadvice.com, capterra.com, and getapp.com— published within 12 months of the start of the analysis period for a given report’s update.

Since Top 20 is intended to cover a given software category at large, the Top 20 team uses their market experience and knowledge, existing market-based research, and small business software buyer needs analysis to assess a product’s suitability for that category depending on whether it can reasonably be expected to be relevant to most software buyers across industries searching for a system in the category.

Data

Data for the Top 20 report is compiled from published user reviews, third-party data sources, publicly available data and data submissions from technology vendors. The user-generated product reviews data incorporated into Top 20 is collected from submissions to all three Gartner Digital Markets sites (see above section for details). As a quality check, all reviews are verified and moderated prior to publication. Please refer to the Capterra Community Guidelines for more information.

External Usage Guidelines

Providers must abide by Capterra’s Top 20 External Usage Guidelines when referencing Top 20 content. Except in digital media with character limitations, the following disclaimer MUST appear with any/all Top 20 reference(s) and graphic use:

The Capterra Top 20 report constitutes the subjective opinions of individual end-user reviews, ratings, and data applied against a documented methodology; they neither represent the views of, nor constitute an endorsement by, Capterra or its affiliates.

Escalation Guidelines

We take the integrity of our research seriously. If you have questions or concerns about Top 20 content, the methodology, or other issues, you may contact the Top 20 team at digitalmarketsresearch@gartner.com. Please provide as much detail as you can, so we can understand the issues, review your concerns and take appropriate action.

Tentative Publication Schedule for Top 20

This schedule is intended to be used as a guide only and is subject to change. Six to eight weeks before an update is published, our research team sends a notification to all vendors listed in one of the categories we cover with information about the specific month an update will publish, the reviews analysis time period for the research and a product survey to inform our fact-base.

Accounting Q1 (2020)
Applicant Tracking Q4 (2019)
Business Intelligence Q1 (2020)
Call Center Q3 (2019)
Church Management Q1 (2020)
Construction Management Q3 (2019)
Content Management Q1 (2020)
Contract Management Q2 (2020)
CRM Q4 (2019)
Database Management Q3 (2019)
Digital Asset Management Q3 (2019)
Digital Signage Q3 (2019)
Digital Signature Q4 (2019)
Document Management Q2 (2019)
eCommerce Q3 (2019)
EDI Q2 (2020)
EHR Q3 (2019)
Email Marketing Q2 (2020)
Employee Scheduling Q3 (2019)
ERP Q1 (2020)
Event Management Q1 (2020)
Field Service Management Q1 (2020)
Fleet Management Q4 (2019)
Fundraising Q4 (2019)
Help Desk Q3 (2019)
Hotel Management Q4 (2019)
Inventory Management Q4 (2019)
IT Asset Management Q2 (2019)
ITSM Q1 (2020)
Law Practice Management Q1 (2020)
Live Chat Q2 (2020)
LMS Q4 (2019)
Maintenance Management Q4 (2019)
Marketing Automation Q3 (2019)
Material Requirements Planning Q1 (2020)
Membership Management Q2 (2020)
Mental Health Q4 (2019)
Payroll Q3 (2019)
Performance Appraisal Q3 (2019)
Point of Sale Q1 (2020)
Project Management Q3 (2019)
Retail Management Q3 (2019)
Salon Management Q2 (2020)
School Administration Q2 (2019)
Social Media Marketing Q2 (2020)
Survey Q3 (2019)
Talent Management Q2 (2019)
Web Conferencing Q1 (2020)