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
Supported Languages
English
Pricing starting from:
$18.00/month
- Free Version
- Free Trial
- Subscription
Images
Features
Total features of Capsule: 98
Alternatives
Pipedrive
Salesforce Essentials
Act!
Keela
Reviews
Already have Capsule?
Software buyers need your help! Product reviews help the rest of us make great decisions.
- Industry: Health, Wellness & Fitness
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Likelihood to recommend 10.0 /10
Great CRM for Contacts, Tasks, Opportunities and pipelines
Reviewed on 07/12/2019
Really good Customer, Prospect and Lead management solution
Reminder to contact
Management of team...
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!
- Industry: Wholesale
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
Good stuff
Reviewed on 03/02/2021
Love it
Love it
Pros
We really like the interface and how it is organised.
Best feature is the gmail integration.
Cons
Im hoping that we can connect a certain gmail contact and automatically have every new email/conversation feed into the same contact on capsule.
Response from Zestia
Hi Andy,
Chloe from Capsule here. Thanks for taking the time to write a review. We're happy to hear that you like the gmail integration and I'll be sure to pass on your feature request to the product team.
- Industry: Hospitality
- Company size: 11–50 Employees
- Used Daily for 1+ year
-
Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 5.0 /10
Lacked Calendar tool needed for us to be effective
Reviewed on 05/05/2022
It was an adequate tool but didn't fulfill enough of our needs for us to continue using the...
It was an adequate tool but didn't fulfill enough of our needs for us to continue using the software.
Pros
I found the software easy to use and fairly intuitive for the everyday user. It managed leads adequately and allowed me to find my information easily.
Cons
We needed a tool that would allow us to easily track booked events on a calendar and see trends of inquiries for specific dates. Capsule lacked an effective calendar tool to help us manage leads by date which made it ineffectual for us.
Response from Zestia
Hi there April,
Chloe from Capsule here. We're glad you found Capsule easy to use and helped you manage leads well. We're sorry to hear that in this case Capsule didn't quite fit your needs - thanks for giving us a try!
- Industry: Accounting Software
- Company size: 2–10 Employees
- Used Daily for 1-5 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 9.0 /10
Capsule is great!
Reviewed on 04/08/2020
It's been a joy. Deployed super quick and was working pretty much out the box. It's not bloated...
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.
Alternatives Considered
PipedriveReasons for Switching to Capsule
I wanted a bit more historical data and the ability to set reminders and plan a sort of workflow. That wasn't available in Pipedrive.Response from Zestia
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!
- Industry: Information Technology & Services
- Company size: 2–10 Employees
- Used Daily for 1+ year
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
Capsule CRM - great product
Reviewed on 29/06/2022
The ability to track your sales pipeline and customize the stages and categories has been the most...
The ability to track your sales pipeline and customize the stages and categories has been the most valuable part.
Pros
Capsule CRM is great for a small business CRM. We use it primarily for contact management and sales pipeline tracking. We love the Outlook integration so that it stores your email activity. Also, the ability to customize your own categories for contacts, customers and the stages of your sales cycle -- all of this is great.
Cons
I don't really use the calendar feature, but that's not to say it wouldn't be useful if someone wanted that option.
I think the only potential drawback some may have is that Hubspot has their free version, which has some similar functionality to Capsule CRM. However, what is GREAT about Capsule is its simplicity. We also looked at Hubspot, but it was overly complex for our small business needs.
Response from Zestia
Hi Thomas,
Chloe from Capsule here. Thanks for taking the time to write a review. We're so glad to hear that Capsule suits your needs and is helping you to manage your sales efficiently.
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 Omni, CircleLoop, Clockify, Constant Contact, Cyclr, Cyfe, DEAR, 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, OnceHub, Operations Hub, Paycove, Process Street, Quickbooks Online, Quotient, REVE Chat, Rezdy, Ruler Analytics, 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
See all software categories found for Capsule.
