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 15,000 customers 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, Google Data Studio, MailChimp and Zapier for advanced sales automation. Starting from as little as $18 per user, you can get started in just a few minutes on our free trial.
Capsule Details
Zestia
http://www.capsulecrm.com/
Founded 2009
Capsule Cost Overview
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
Yes, get a free trial
Deployment
Cloud, SaaS, Web
Mobile - iOS Native
Mobile - Android Native
Training
Documentation
Support
Business Hours
Online
Capsule Features
CRM Software
- 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
CRM for Small Businesses
- 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
Lead Management Software
- Campaign Management
- Interaction Tracking
- Lead Capture
- Lead Distribution
- Lead Nurturing
- Lead Scoring
- Lead Segmentation
- Pipeline Management
- Prospecting Tools
- Source Tracking
Online CRM Software
- Cataloguing / Categorisation
- Customer Service Analytics
- Customer Support Tracking
- Email Response Control
- Knowledge Management
- Live Chat
- Performance Metrics
- Search
- Self Service Portal
Sales Forecasting Software
- Competitor Analysis
- Correlation Analysis
- Dashboard
- Dynamic Modeling
- Exception Reporting
- Graphical Data Presentation
- Modeling & Simulation
- Performance Metrics
- Sales Trend Analysis
- Statistical Analysis
Capsule Alternatives
More Capsule alternatives
Capsule Reviews
Showing 5 of 97 reviews
Guy G.
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Overall Rating5/5
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Ease of Use4/5
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Features & Functionality4/5
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Customer SupportUnrated
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Value for Money5/5
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Likelihood to Recommend
- Reviewer Source
- Reviewed on 07/12/2019
"Great CRM for Contacts, Tasks, Opportunities and pipelines"
Comments:
Really good Customer, Prospect and Lead management solution
Reminder to contact
Management of team tasks, and assignment to team members
Pros:
Simple contact and account management, link task reminders to contacts and or opportunities.
Integration with GMail etc, Xero, MailChimp
Cons: Mobile app could be a litte more user friendly, it would be great to automatically add a follow-up task when you close one. But these are both really minor issues in the grand scheme!
- Reviewer Source
- Reviewed on 07/12/2019
David W.
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Overall Rating4/5
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Ease of Use3/5
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Features & Functionality3/5
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Customer Support4/5
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Value for Money3/5
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Likelihood to Recommend
- Reviewer Source
- Reviewed on 26/11/2019
"Quick and useful to get ourselves organised but the limitations are starting to show"
Comments:
It's our 2nd management tool - the first one was overly complicated and this is quite simple
The Dropbox solution is a bit of a fudge but it works most of the time.
The tasks system and visual customisation leave a lot to be desired.
Pros:
It's fast and simple, a young British company. which we wanted to support.
Its online and accessible on an app
It does a lot of what we originally needed
Cons:
The tasks and the layout - lack of customisation - colours or icons - fields can be hard to identify at a glance.
Starts to get expensive with more users - if I could role out viewing to my whole team (no input) it would be handy - but i can't justify £300 a month
We no longer use the sales side - that didn't really work for our company - now just use the contacts, tasks, recording of data
- Reviewer Source
- Reviewed on 26/11/2019
Dave S.
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Overall Rating5/5
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Ease of Use5/5
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Features & Functionality4/5
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Customer Support4/5
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Value for Money5/5
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Likelihood to Recommend
- Reviewer Source
- Reviewed on 07/09/2020
"Simple and Functional"
Comments: My needs for tracking client opportunities are simple and this CRM does everything I need of it. I mainly use it for recording my meetings and coaching sessions with my clients. This functionality is easy to use and it is easy to search clients later to see what was last talked about.
Pros: It is incredibly easy to set up, very simple to use and I like it's integration with Xero.
Cons: Sending email from the system get stored in dropbox, not ideal if you don't use dropbox
Vendor Response
by Zestia on 14/09/2020
Hi Dave,
Chloe from Capsule here. Thanks for your feedback - we're glad you like the integration with Xero. In terms of the Drop Box I have good news as the Capsule Drop Box is not the same as the file storage service Dropbox.com. The Capsule Drop Box is effectively an email address that you use to BCC or forward your emails to which in turn stores them against the relevant contact in your Capsule account. This is what non-google users use for storing emails. You can learn more about storing emails using the Capsule Mail Drop Box here: https://capsulecrm.com/support/setup-and-configuration/storing-emails/#understanding-the-mail-drop-box.
If they are finding that emails aren't being stored on their contacts as expected, could you please email [email protected] and we can investigate further.
- Reviewer Source
- Reviewed on 07/09/2020
Verified Reviewer
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Overall Rating3/5
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Ease of Use3/5
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Features & Functionality3/5
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Customer SupportUnrated
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Value for MoneyUnrated
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Likelihood to Recommend
- 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
Barry H.
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Overall Rating5/5
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Ease of Use5/5
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Features & Functionality5/5
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Customer Support5/5
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Value for Money5/5
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Likelihood to Recommend
- Reviewer Source
- Reviewed on 04/08/2020
"Capsule is great!"
Comments: It's been a joy. Deployed super quick and was working pretty much out the box. It's not bloated like other CRM's with loads of unnecessary fields and functionality that most people dont use anyway.
Pros: It's intuitiveness is certainly my biggest positive. To be able to get the system up and running quickly and efficiently is a massive plus point. It keeps me focussed on what I need to do daily and it has yielded results.
Cons: If I'm being picky I would like the ability to turn some features off. For example I don't use cases so I'd prefer if it just wans't there but it's a minor point.
Vendor Response
by Zestia on 18/08/2020
Hi Barry,
Chloe from Capsule here. Thanks for taking the time out to write a review. It's great to hear that you find Capsule so intuitive and that you're seeing benefits from using it!
- Reviewer Source
- Reviewed on 04/08/2020
