About Capsule
Capsule is an easy-to-use CRM for businesses to manage contacts, build relationships, make more sales and be more organised.
Store all your contacts in one place in Capsule, whether they are a lead, a supplier, or an investor. Capsule's powerful filters and tags allow you to easily sort and find the contacts you need, when you need them. Alongside your contacts you can add associated tasks and record your entire communication history with a contact.
Our visual sales pipeline that supports drag and drop editing makes it easy to manage your sales opportunities. Create your sales milestones, add your sales opportunities into Capsule and create sales processes that are associated with each sales step. At a glance you'll be able to see all opportunities, who they belong to, their value and their milestone. You can then analyse your entire sales process using our insightful sales and activity reports.
Our tasks and calendar features make sure that you don't miss an important event again and allow you to schedule your day around things that you know you need to get done.
Pricing starting from:
$18.00/month
- Free Version
- Free Trial
- Subscription
Key benefits of Capsule
Main benefits are:
Typical Customers
- Freelancers
- Small Businesses (2-50)
- Mid-size Companies (51-500)
- Large enterprises (500 and more)
Deployment
- Cloud-based
- On-premise
Markets
United Arab Emirates, Argentina, Austria, Australia, Belgium , Bolivia, Brazil, Canada, Switzerland, Chile, China, Czechia, Germany, Denmark, Estonia, Spain, Finland, France, United Kingdom, Greece, Croatia, Ireland, India, Iceland, Italy, Japan, Lithuania, Latvia, Mexico, Netherlands, Norway, New Zealand, Peru, Poland, Portugal, Romania, Russia, Sweden, Singapore, Ukraine, United States, South Africa and 37 others
Supported Languages
English
Pricing starting from:
$18.00/month
- Free Version
- Free Trial
- Subscription
Images
Features
Total features of Capsule: 88
Alternatives
Salesforce Sales Cloud
Sendinblue
Zoho CRM
Bigin by Zoho CRM
Reviews
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- Industry: Information Technology & Services
- Company size: 2-10 Employees
- Used Daily for 1+ year
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Likelihood to recommend 10.0 /10
Pretty good.
Reviewed on 10/02/2021
Overall experience was positive. It's a solution that I recommend to people.
Overall experience was positive. It's a solution that I recommend to people.
Pros
What initially attracted us to this CRM was its cost effectiveness. I was impressed by how easy it was to deploy and run. The mobile app was pretty solid, easy to use and probably better or on par with some of the other (more expensive) CRM apps I've used. ~Capsule also had a decent project management function.
Cons
I think we had some trouble when trying to connect to Mail Chimp. From memory it took a long time to get it right.
Response from Zestia
Hi Ilia,
Chloe here from Capsule. Thanks for taking the time to write a review. We're happy to hear that you found Capsule easy to deploy and are enjoying using the mobile app. If you ever need any help for example setting up integrations then don't hesitate to reach out to us at [email protected]
- Industry: Education Management
- Company size: 2-10 Employees
- Used Daily for 6-12 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Likelihood to recommend 9.0 /10
A simple CRM that allowed us to hit the ground running
Reviewed on 04/08/2022
Overall I have been pleasantly surprised. I at first thought the system would be too underpowered...
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 EssentialsReasons 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).Response from Zestia
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.
- Industry: Computer Software
- Company size: 11-50 Employees
- Used Daily for 6-12 months
-
Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 3.0 /10
Features and Format Lacking, Good for the Basics
Reviewed on 07/09/2018
Overall, Capsule seems middle-of-the-road. It's been useful as a database to keep our pipeline and...
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.
- Industry: Transportation/Trucking/Railroad
- Company size: 2-10 Employees
- Used Monthly for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 4.0 /10
Why Capsule should do better
Reviewed on 11/08/2022
Pros
The ease of use when our data was under 500
Cons
It did not seem as competitive as other providers
Response from Zestia
Hi Jibby
Chloe from Capsule here. Thanks for taking the time to write a review - it really helps our team when we receive first-hand feedback. We're sorry to hear that you found Capsule not as competitive as other providers - we'd love to hear a bit more about this if you'd like to email us. You haven't given a lot of detail in the review and we'd love to address your concerns. Plus, if you're still using Capsule we can help give you a better idea how Capsule can fit your business. Feel free to email us at [email protected]
- Industry: Online Media
- Company size: Self Employed
- Used Daily for 6-12 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Likelihood to recommend 10.0 /10
Capsule is simple to use and just the right number of features
Reviewed on 16/12/2021
I've been using Capsule for several months and I am very happy. Occasionally I try other apps just...
I've been using Capsule for several months and I am very happy. Occasionally I try other apps just to see, but none of them are as easy to use. Capsule feels like a gem of a CRM in a field crowded with lots of apps. If you need reminders of who to follow up with and when, Capsule does that really well—and can grow with you as you grow. Next year I'll likely need to upgrade from the free level, and I'll gladly do so.
Pros
As a service provider I have a lot of contacts to track. I tried several CRMs (Hubspot, Monday, etc) but none were as simple to use as Capsule. I had basic needs: track new contacts and set reminders to follow up. While other apps had those features alongside dozens of other tools, Capsule made it very easy to start tracking and reminding right away. And that's on a free level!
The Gmail extension works really well and makes adding tasks quick and easy.
Cons
If I was nitpicky, I'd say maybe a more modern design. But it's not strictly utilitarian, and it's simplicity makes it easy to do what I need.
Reasons for Switching to Capsule
Other CRMs were pretty complicated for what I needed. I first tried Hubspot, but I was lost in all the features. All I needed to do was set reminders to follow up with people. While the other CRMs do that, it felt like I had to swim through a dozen other features to get there. I was able to start using Capsule immediately and knew exactly what to do. And with the Gmail extension, it's even simpler.Response from Zestia
Hi Jesse,
Chloe here from Capsule. Thanks for taking the time to write a review - that's really going to help other people considering Capsule. We're happy to hear that you're finding Capsule so easy to use, especially compared to alternatives you considered and that it's helping you to do what you need to.
Capsule FAQs
Below are some frequently asked questions for Capsule.Q. What type of pricing plans does Capsule offer?
Capsule offers the following pricing plans:
- Starting from: $18.00/month View Pricing Plans
- Pricing model: Free Version, Subscription
- Free Trial: Available
14-day free trial of any plan (requires credit card). Free edition: up to 2 users, 10MB storage, and 250 contacts Professional plan: $18 per user per month with 10GB storage per user and up to 50,000 contacts. Teams plan: $36 per user per month with 20GB storage per user and up to 100,000 contacts.
Q. Who are the typical users of Capsule?
Capsule has the following typical customers:
Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001-5,000
Q. What languages does Capsule support?
Capsule supports the following languages:
English
Q. Does Capsule support mobile devices?
Capsule supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does Capsule integrate with?
Capsule integrates with the following applications:
ActiveCampaign, Acuity Scheduling, Akita, Asana, Basecamp, Benchmark Email, Better Proposals, BigCommerce, CallFire, CallRail, Chargebee, Chargify, Cin7, CircleLoop, Clockify, Constant Contact, Cyclr, Cyfe, DEAR Systems, Databox, Deputy, Docsify, Emma, Enalyzer, Eventbrite, FileInvite, FluidSurveys, Formstack Forms, FreeAgent, FreshBooks, FreshMail, FullContact, GetResponse, Gmail, Google Calendar, Google Contacts, Google Data Studio, Google Workspace, Gravity Forms, Help Scout, Jotform, KashFlow, Kixie PowerCall, Leadinfo, LeadsBridge, LiveChat, Mad Mimi, Mailchimp, MailerLite, Make, Mention, Meta for Business, Microsoft Outlook, Microsoft To Do, OmniFocus, Operations Hub, Paycove, Process Street, Quickbooks Online, Quotient, REVE Chat, Rezdy, Ruler Analytics, ScheduleOnce, SendPulse, Signable, Slack, SupportBee, Tidy, TidyEnterprise, TimeCamp, Todoist, Toggl Track, Toky, Trello, Twitter, Unbounce, Userlike, WebMerge, WooCommerce, WordPress, Wufoo, Xero, Zapier, Zendesk Suite, Zoho Flow, monday.com
Q. What level of support does Capsule offer?
Capsule offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base Software, Chat
Related categories
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