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:

  • Easily manage all your contacts from vendors and suppliers to investors and leads. Add tasks associated with your contacts and store all your communication history alongside the contact.
  • Keep a to-do list of all the things you need to do to follow up with your contacts using Tasks.
  • Custom Fields and Tags easily allow you to filter and sort your contacts and sales opportunities to make useful lists.
  • Capsule integrates with other services like Mailchimp, Google Apps, Gmail, Xero, Freshbooks, Zapier and more.
  • Manage sales opportunities using the kanban-style sales pipeline.
  • Arrange Capsule into teams and benefit from an increased focus on tasks and communication. Use the user access controls to ensure control over data.
  • Take Capsule with you using the Capsule Mobile app.
  • Devices

    Business size

    S M L

    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

    Supported Languages

    English

    Pricing starting from:

    $18.00/month

    • Free Version
    • Free Trial
    • Subscription

    Images

    Capsule Software - 1
    Capsule Software - 2
    Capsule Software - 3
    Capsule Software - 4
    Capsule Software - Organize users into Teams and control access through roles
    Capsule Software - Contact Summary
    Capsule Software - Home Dashboard
    Capsule Software - Task Calendar
    Capsule Software - Customizing with Custom Fields
    Capsule Software - Global Search
    Capsule Software - Mobile App
    Capsule Software - Mobile App Tasks
    Capsule Software - Mobile App Sales Pipeline
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    Capsule Software - 1
    Capsule Software - 2
    Capsule Software - 3
    Capsule Software - 4
    Capsule Software - Organize users into Teams and control access through roles
    Capsule Software - Contact Summary
    Capsule Software - Home Dashboard
    Capsule Software - Task Calendar
    Capsule Software - Customizing with Custom Fields
    Capsule Software - Global Search
    Capsule Software - Mobile App
    Capsule Software - Mobile App Tasks
    Capsule Software - Mobile App Sales Pipeline

    Features

    Total features of Capsule: 89

    • API
    • Access Controls/Permissions
    • Activity Dashboard
    • Activity Management
    • Activity Tracking
    • Alerts/Notifications
    • Appointment Management
    • Assignment Management
    • Business Process Control
    • CRM Software
    • Calendar Management
    • Calendar Sync
    • Calendar/Reminder System
    • Campaign Management Software
    • Cataloging/Categorization
    • Client Management
    • Collaboration Tools
    • Commenting/Notes
    • Configurable Workflow
    • Contact Database
    • Contact Management Software
    • Customer Database
    • Customer Segmentation
    • Customer Support Software
    • Customizable Branding
    • Customizable Fields
    • Customizable Reports
    • Customizable Templates
    • Dashboard Software
    • Data Import/Export
    • Data Synchronization
    • Data Visualization Software
    • Document Management Software
    • Document Storage
    • Drag & Drop
    • Email Management Software
    • Email Marketing Software
    • Email Response Control
    • Email Templates
    • File Management
    • For Real Estate
    • For Small Businesses
    • For Startups
    • Forecasting
    • Graphical Data Presentation
    • Interaction Tracking
    • Lead Capture Software
    • Lead Distribution
    • Lead Management Software
    • Lead Nurturing Software
    • Lead Qualification
    • Lead Segmentation
    • Marketing Automation Software
    • Mobile Access
    • Monitoring
    • Multi-Currency
    • Opportunity Management
    • Performance Metrics
    • Pipeline Management
    • Pipeline Reports
    • Predictive Analytics Software
    • Projections
    • Prospecting Tools
    • Quotes/Estimates
    • Real Time Notifications
    • Referral Tracking
    • Reminders
    • Reporting & Statistics
    • Reporting/Analytics
    • Role-Based Permissions
    • Sales Activity Management
    • Sales Forecasting Software
    • Sales Pipeline Management
    • Sales Reports
    • Sales Trend Analysis
    • Search/Filter
    • Segmentation
    • Social Media Integration
    • Source Tracking
    • Tagging
    • Task Management Software
    • Task Scheduling
    • Template Management
    • Territory Management
    • Third Party Integrations
    • Visual Analytics
    • Web Forms
    • Workflow Management Software
    • XML / RSS

    Alternatives

    HubSpot CRM

    4.5
    #1 Alternative to Capsule
    Save valuable selling time with HubSpot CRM that takes care of all the little details from recording calls, logging...

    Zoho CRM

    4.3
    #2 Alternative to Capsule
    Zoho CRM is a cloud-based customer relationship management (CRM) software that helps businesses of all sizes close...

    Pipedrive

    4.5
    #3 Alternative to Capsule
    Pipedrive is a CRM & pipeline management tool for small and medium sized sales teams that helps users focus on actions...

    Salesforce Sales Cloud

    4.4
    #4 Alternative to Capsule
    Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. Sales Cloud...

    Reviews

    Overall rating

    4.5 /5
    (142)
    Value for Money
    4.5/5
    Features
    4.3/5
    Ease of Use
    4.6/5
    Customer Support Software
    4.5/5

    Already have Capsule?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Write a Review!
    Showing 5 reviews of 142
    Ilia T.
    Overall rating
    • 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.

    Alternatives Considered

    Zoho CRM and Salesforce Sales Cloud

    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]

    Jesse J.
    Overall rating
    • 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.

    Alternatives Considered

    Pipedrive, Sendinblue, monday.com, and HubSpot CRM

    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.

    Graham M.
    Overall rating
    • Industry: Education Management
    • Company size: 2-10 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Ease of Use
    • Likelihood to recommend 10.0 /10

    Why I Acquired Capsule

    Reviewed on 06/06/2022

    My management of clients has improved dramatically.

    My management of clients has improved dramatically.

    Pros

    CAPSULE is extremely easy to use and is built for users, not programmers.
    Developing one's knowledge and understanding developes in easy steps and is well supported by superb documentation

    Cons

    I have not come across any to date, including webcam training , on line documentation

    Response from Zestia

    Hi there Graham,

    Chloe from Capsule here. It's great to hear that you have found Capsule really easy to use and when you've needed to use them, the support documents have helped you out.

    April H.
    Overall rating
    • 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!

    David L.
    Overall rating
    • Industry: Health, Wellness & Fitness
    • Company size: 2-10 Employees
    • Used Weekly for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support Software
    • Likelihood to recommend 9.0 /10

    Thoughts and opinions on Capsule CRM

    Reviewed on 12/06/2022

    The Free CRM segment of this market is flooded with products which promise a lot but deliver very...

    The Free CRM segment of this market is flooded with products which promise a lot but deliver very little - then attempt to extort money for what was billed as a free service. Capsule's most redeeming feature is that it works and it really is free to use - integrity like this is a BIG plus for a business like ours.

    Pros

    I like the fact that it's very easy to set up. Adding new contacts and their respective organizations is swift and seamless. What I like most about Capsule is that it is a proper CRM system which is made available to small businesses free of charge - when we've grown enough to warrant spending money on CRM - Capsule has already crossed the finishing line.

    Cons

    There are some GUI flaws which make navigation a little difficult, but these are merely tweaks to what is a robust and simple-to-use system.

    Response from Zestia

    Hi David,

    Chloe from Capsule here. We're really pleased to hear that you're enjoying using Capsule and that it's helpful for your business.

    Showing 5 reviews of 142 Read all reviews

    Capsule FAQs

    Below are some frequently asked questions for Capsule.

    Capsule offers the following pricing plans:

    30-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.

    Capsule has the following typical customers:

    Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001-5,000

    Capsule supports the following languages:

    English

    Capsule supports the following devices:

    Android (Mobile), iPhone (Mobile), iPad (Mobile)

    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, Zoho Flow, monday.com

    Capsule offers the following support options:

    Email/Help Desk, FAQs/Forum, Knowledge Base Software, Chat

    Related categories

    See all software categories found for Capsule.