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.

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.

Capsule Details

Zestia

http://www.capsulecrm.com/

Founded 2009

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Capsule pricing overview

See pricing plans

Capsule has a free version and offers a free trial. Capsule paid version starts at USD 18.00/month.


Starting Price

USD 18.00/month See pricing details

Pricing Details

Professional plan $18/month/user. Teams plan $36/month/user.

Free Version

Yes

Free Trial

Capsule deployment and support

Support

  • Business Hours
  • Online

Deployment

  • Cloud, SaaS, Web
  • Mobile - iOS Native
  • Mobile - Android Native

Training

  • Documentation

Capsule Features

  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Internal Chat Integration
  • Lead Generation
  • Lead Scoring
  • Marketing Automation Integration
  • Mobile Access
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management

View full list of CRM Software

  • Business Card/Badge Scanning
  • Calendar/Reminder System
  • Document Storage
  • Forecasting
  • Lead Scoring
  • Live Chat
  • Marketing Automation Integration
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management

View full list of CRM for Small Businesses

  • Campaign Management
  • Interaction Tracking
  • Lead Capture
  • Lead Distribution
  • Lead Nurturing
  • Lead Scoring
  • Lead Segmentation
  • Pipeline Management
  • Prospecting Tools
  • Source Tracking

View full list of Lead Management Software

  • Cataloguing / Categorisation
  • Customer Service Analytics
  • Customer Support Tracking
  • Email Response Control
  • Knowledge Management
  • Live Chat
  • Performance Metrics
  • Search
  • Self Service Portal

View full list of Online CRM Software

  • Competitor Analysis
  • Correlation Analysis
  • Dashboard
  • Dynamic Modeling
  • Exception Reporting
  • Graphical Data Presentation
  • Modeling & Simulation
  • Performance Metrics
  • Sales Trend Analysis
  • Statistical Analysis

View full list of Sales Forecasting Software

Capsule Alternatives

More Capsule alternatives

Capsule Reviews

Read all reviews

Overall rating

4.5/5

Average score

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

Review software

Share your experiences with other software buyers.

Write a Review!
Peter M.
Director
Aviation & Aerospace, 2-10 Employees
Used the Software for: 6-12 months
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 04/11/2020

"Best CRM I've ever used"

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

Vendor Response

by Zestia on 10/11/2020

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!

  • Reviewer Source 
  • Reviewed on 04/11/2020
Rebecca H.
Director
Real Estate, 2-10 Employees
Used the Software for: 6-12 months
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 24/09/2020

"Capsule Review"

Pros: Very easy to set up
Easy and intuitive to use
It is flexible enough so that it can be moulded around a requirement or purpose, even if that function isn't immediately obvious.
The support staff are great at coming up with solutions and work arounds
Support staff are very quick to respond.
The close links with Mailchimp and Zapier are great and really easy to merge different systems.

Cons: You can't 'drag and drop' documents from the system to emails.
There's no 'pre-opportunity' stage - i.e. no way of registering an interest in a product (linking a client and product or organisation) without it being a formal 'opportunity' - there needs to be a 'pre-opportunity' facility to ease admin in the system.
There's no way of retaining a record of a meeting in the calendar.
There's no one to stand behind my husband and remind him to record notes in the system! :-)

Vendor Response

by Zestia on 16/10/2020

Hi Rebecca,

Chloe from Capsule here. Thanks for your review - I'll be sure to pass on your feedback to our team. As for the pre-opportunity problem, you could use a Case for that and then you can link that case to an Opportunity if it does move into the pipeline. That way you can have a clear record of it, but it isn't impacting conversion rates or anything like that. You can read more about Cases here:
https://capsulecrm.com/support/projects-and-events/understanding-cases/. While you can't see your past tasks in the Calendar, you can go to the task list view and filter for completed tasks. Here you'll be able to see a list of everything that's been completed. While we can't put someone behind your husband and nudge him - you could set up a task for a certain time each day that recurs every week (5 recurring tasks), basically just as a prod to remind him to add notes? I hope that gives you some tips and if you need any extra support you can always reach out to us.

  • Reviewer Source 
  • Reviewed on 24/09/2020
Samuel D.
Founder
Wholesale, 2-10 Employees
Used the Software for: 2+ years
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 04/01/2021

"Founder"

Comments: Very happy

Pros: Tasks, Mobile friendly, team management

Cons: I like it all, easy to use it. Mobile friendly

Vendor Response

by Zestia on 11/01/2021

Hi Samuel,

Chloe from Capsule here. Thanks for taking the time to write a review. We really appreciate that. It's great to see that you're finding Capsule helps with team management and that it's mobile-friendly too.

  • Reviewer Source 
  • Reviewed on 04/01/2021
Verified Reviewer
Sales and Marketing Manager
Computer Software, 11-50 Employees
Used the Software for: 6-12 months
  • Overall Rating
    3 /5
  • Ease of Use
    3 /5
  • Features & Functionality
    3 /5
  • Customer Support
    Unrated
  • Value for Money
    Unrated
  • Likelihood to Recommend
    3/10
  • Reviewer Source 
  • Reviewed on 07/09/2018

"Features and Format Lacking, Good for the Basics"

Comments: Overall, Capsule seems middle-of-the-road. It's been useful as a database to keep our pipeline and outreach organized at a base level but hasn't impressed beyond that.

Pros: The ability to export to Mailchimp has been very useful, it allows us to immediately update lists without having to go through multiple extra steps.

Cons: Certain features I'm used to in a CRM are missing. The only way to correlate multiple organizations (as a subsidiary or similar case) is to make a note of it in the organization description and that doesn't link through. You're also unable to categorize a contact under multiple organizations, so you need to create a new person with the same name if you want to put them under more than one company. It would also be nice to have a better search and reporting function. The only things you can search for are the person, organization, case, and note content, so every other bit of information you'd like to search for and compile must be placed as a tag, which gets clunky and disorganized easily. There is some sales pipeline reporting, but the options are not as robust as other CRM systems I've used in the past.

  • Reviewer Source 
  • Reviewed on 07/09/2018
Peter R.
Director
Information Technology & Services, 2-10 Employees
Used the Software for: 2+ years
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 20/11/2020

"wonderful Software for every business"

Comments: The software is simple to use, it has a wide range of tools that you can use. However, the great thing you dont have to use all the features and they are hidden away, so they dont affect your everyday usage. Incredibly for this type of software and all the tools you can access, it is incredibly affordable for personal, small business or large companies. We really love the product

Pros: We have used this software for over five years. We used to use act and were reluctant to move to another provider. We moved because we could use the software on all forms of devices, anywhere in the world. The other great feature is that it is so simple to use, you hardly need any training at all

Cons: Actually we love it, so we dont really have anything negative to say

Vendor Response

by Zestia on 24/11/2020

Hi Peter,

Chloe from Capsule here. Thanks for reviewing us! We're so happy to hear that Capsule has worked out for you!

  • Reviewer Source 
  • Reviewed on 20/11/2020