15 years helping Australian businesses
choose better software

What Is Capsule?

The ideal CRM tool for companies with 10-1000 employees. Over 10,000 businesses across the globe use Capsule to better organize their customer facing and sales activities. Capsule is easy to use, yet powerful and customisable so you can adapt it to your business. It integrates with other popular apps such as Google G Suite, QuickBooks, MailChimp and Zapier for advanced sales automation. Starting from as little as $18 per user, you can get started in just a few minutes with our free trial.

Who Uses Capsule?

Owners of small and growing businesses that want to better organise their business and customer activities. Sales/Marketing Heads/VP's of small to medium sized businesses looking for a sales solution.

Where can Capsule be deployed?

Cloud-based
On-premises

About the vendor

  • Zestia
  • Located in Manchester, UK
  • Founded in 2009

Capsule support

  • Chat

Countries available

Argentina, Australia, Austria, Belgium, Bolivia and 37 others

Languages

Brazilian Portuguese, English, French, Portuguese, Spanish

Capsule pricing

Starting Price:

USD 21.00/month
  • Yes, has free trial
  • Yes, has free version

Capsule has a free version and offers a free trial. Capsule paid version starts at USD 21.00/month.

Pricing plans get a free trial

About the vendor

  • Zestia
  • Located in Manchester, UK
  • Founded in 2009

Capsule support

  • Chat

Countries available

Argentina, Australia, Austria, Belgium, Bolivia and 37 others

Languages

Brazilian Portuguese, English, French, Portuguese, Spanish

Capsule videos and images

Capsule Software - History
Capsule Software - Sales pipeline
Capsule Software - Pipeline forecast
Capsule Software - Milestone
Capsule Software - Users & teams
View 6 more
Capsule video
Capsule Software - History
Capsule Software - Sales pipeline
Capsule Software - Pipeline forecast
Capsule Software - Milestone
Capsule Software - Users & teams

Features of Capsule

  • Access Controls/Permissions
  • Activity Dashboard
  • Alerts/Notifications
  • Assignment Management
  • Assisted Content Creation
  • Automated Text Generation
  • Business Process Automation
  • Calendar Management
  • Calendar/Reminder System
  • Campaign Management
  • Client Management
  • Collaboration Tools
  • Commenting/Notes
  • Contact Database
  • Contact Management
  • Customer Database
  • Customer Segmentation
  • Customizable Fields
  • Customizable Reports
  • Data Import/Export
  • Document Management
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Event Triggered Actions
  • Forecasting
  • Forms Management
  • Interaction Tracking
  • Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Marketing Automation
  • Mobile Access
  • Opportunity Management
  • Performance Metrics
  • Pipeline Management
  • Predictive Analytics
  • Process/Workflow Automation
  • Project Planning/Scheduling
  • Project Tracking
  • Quotes/Estimates
  • Referral Tracking
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Role-Based Permissions
  • Sales Activity Management
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Search/Filter
  • Segmentation
  • Social Media Integration
  • Task Management
  • Text Editing
  • Third-Party Integrations
  • Workflow Configuration
  • Workflow Management

Alternatives to Capsule

Build around the customer with AI-powered apps to create amazing experiences.
SugarCRM is one of the world's leading CRM solutions, ideal for organisations with between 50 to 5,000 employees across all industries.
Over 100,000 customers in more than 120 countries use HubSpot's award-winning software to attract, engage and delight their customers. Learn more about HubSpot Marketing Hub
Maximizer CRM is a game-changing solution designed specifically for the unique challenges that sales managers and sales teams face.
Zoho CRM empowers SMBs & enterprises with a 360º customer relationship lifecycle management solution built on an omnichannel platform. Learn more about Zoho CRM
Get the power of the world’s #1 CRM in a simplified, easy-to-use suite built for growing businesses.
Bring together CRM apps for sales, service, marketing, commerce, AI, and more in one integrated solution.
Mailchimp is the #1 email marketing and automations brand that recommends ways to get more opens, clicks, and sales.
A visual collaboration tool that creates a shared perspective for your team on any project in a fun, flexible, and rewarding way.

Reviews of Capsule

Average score

Overall
4.5
Ease of Use
4.6
Customer Service
4.5
Features
4.3
Value for Money
4.6

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001
Peter
Peter
Director in UK
Verified LinkedIn User
Aviation & Aerospace, 2–10 Employees
Used the Software for: 6-12 months
Reviewer Source

Best CRM I've ever used

5.0 4 years ago

Comments: Peace of mind for my business

Pros:

Visual presentation of the data, ease of access, monthly subscription, data capture, project tracking, email link capability, mobile access.

Cons:

The CRM had no functions that I disliked

Alternatives Considered: Act!, Salesforce Sales Cloud and SugarCRM

Reasons for Switching to Capsule: All other products were too complex with difficult to set up daily interactions

Zestia Response

4 years ago

Hi Peter, Chloe here from Capsule. Thanks for taking the time out to write a review about Capsule - we're really glad it's helping your business!

Robert
Robert
CEO in Australia
Verified LinkedIn User
Education Management, 2–10 Employees
Used the Software for: 6-12 months
Reviewer Source

A simple CRM that allowed us to hit the ground running

4.0 2 years ago

Comments: Overall I have been pleasantly surprised. I at first thought the system would be too underpowered for what we needed, but it has actually delivered on what we have needed and the simplicity of changing things has allowed us to easily experiment with our processes until we have things right. It has suited our small team very well - and I look forward to seeing how well it scales with us.

Pros:

I like the simplicity of the system. It was very quick and easy both to setup (and make changes to) and then to use the system. It has been very easy to train new employees on. The system has some good power around workflows - which have helped us lock down our processes and helped new staff to follow them. It has a good integration with Xero which has saved us a lot of time and has just released an integration into a mail campaign tool (Transpond) which looks to be a nice added bonus.

Cons:

The system doesn't have a document generation tool (so you need to generate invoices and quotes in a separate system). It also is comparatively underpowered in the reports you can generate (even when you upgrade to the higher tiers that have additional reporting functionality). You can export full data sets to CSV - so we have built what we needed in Excel, but it would be nice to have it saved as reports and visualisations in the system. There also isn't the flexibility around notifications that I am previously used to (and so we have had to adjust the workflows a little).

Alternatives Considered: Salesforce Starter

Reasons for Switching to Capsule: The initial price point was cheaper for Capsule (about half the price of Salesforce) - and I and other key staff members of the team had experience of setting up Salesforce and found that there was just a lot more to do before you could start using the system (and another step change of work before you could start using it again).

Zestia Response

2 years ago

Hi Robert, Chloe from Capsule here. Thanks for taking the time to write a detailed review - it really helps our team when we receive first-hand feedback. We're so happy to hear that Capsule is helping your business and saving you time in a variety of ways. We've also taken onboard your feedback regarding document generation, reports and notifications. If anything should change on any of those fronts - you'll be the first to know. Regardless, we're very happy that you've been surprised by Capsule and look forward to helping your business scale in the future.

Abhilash
Accountant in US
Textiles, 1,001–5,000 Employees
Used the Software for: 1+ year
Reviewer Source

Capsule Is a Consistent CRM Solution

5.0 last month New

Pros:

Capsule has been the best CRM solution for us. Capsule has been so consistent.

Cons:

I like how efficient Capsule has been. Capsule is incredible.

Michael
CEO in US
Management Consulting, 11–50 Employees
Used the Software for: 2+ years
Reviewer Source

Could be great but it has a fatal flaw.

3.0 3 months ago

Comments: I am hoping that they will fix the above deficiency quickly or we have to change to a different app.

Pros:

Simplicity. Price. It appeared to be the right product for the right price.

Cons:

They don’t understand the mission critical relationship between logging an activity and a related task generation. It has to be done entirely manually with no auto reminders or follow-ups. It seemed like such a basic requirement that I didn’t even check for it. My bad.

Ben
Owner in Australia
Leisure, Travel & Tourism, Self Employed
Used the Software for: Free Trial
Reviewer Source

Day #1 of the evaluation

4.0 9 months ago

Pros:

DAY #1 - yes, I know, I know its early days but after using a high-powered corporate CRM for 20 years I find Capsules underlying principles of operations intuitive , and easy to understand. I accept there is much to do to get me back up and running in my small business but I'm really confident after my painful transition from a large US corporate CRM that it wont be as painless and frustrating. Also let me highlight an outstanding feature of Capsule. Hardware, software, R&D catchup, and leapfrog etc is the nature of the industry. But what my intuition tells me after a long time in the game what will set this company apart (and I've seen many over the years: good and abysmal) is the quality and calibre of the support. The support team wants me to succeed! :) and that gives me a lot of energy. I have spent 40 years in the IT game and to get a support response from halfway round the world in 4 hrs gives me great confidence. I will report back again year!

Cons:

I will report back in the next 6 months to give an update.