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 Trial
  • Free Version
  • Subscription
View Pricing Plans

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

    Australia, Brazil, Canada, China, Germany and 5 others, United Kingdom, India, Japan, Mexico, United States

    Supported Languages

    English

    Pricing starting from:

    $18.00/month

    • Free Trial
    • Free Version
    • Subscription
    View Pricing Plans

    Images

    Organize users into Teams and control access through roles
    Contact Summary
    Home Dashboard
    Task Calendar
    Customizing with Custom Fields
    Global Search
    Mobile App
    Mobile App Tasks
    Mobile App Sales Pipeline
    View 14 more
    Capsule screenshot: Capsule screenshot: Capsule screenshot: Capsule screenshot: Capsule screenshot: Organize users into Teams and control access through roles Capsule screenshot: Contact Summary Capsule screenshot: Home Dashboard Capsule screenshot: Task Calendar Capsule screenshot: Customizing with Custom Fields Capsule screenshot: Global Search Capsule screenshot: Mobile App Capsule screenshot: Mobile App Tasks Capsule screenshot: Mobile App Sales Pipeline

    Features

    Total features of Capsule: 119

    • API
    • Access Controls/Permissions
    • Accounting Integration
    • 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
    • Categorization/Grouping
    • Client Management
    • Collaboration Tools
    • Commenting / Notes
    • Configurable Workflow
    • Contact Database
    • Contact Management Software
    • Conversion Tracking
    • Customer Accounts
    • Customer Activity Tracking
    • Customer Database
    • Customer History
    • Customer Segmentation
    • Customer Support Software
    • Customizable Branding
    • Customizable Categories
    • Customizable Fields
    • Customizable Reports
    • Customizable Templates
    • Dashboard Software
    • Data Import/Export
    • Data Mapping
    • Data Migration
    • Data Synchronization
    • Data Visualization Software
    • Deadline Management
    • Document Management Software
    • Document Storage
    • Drag & Drop
    • Duplicate Detection
    • Email Alerts
    • Email Management Software
    • Email Marketing Software
    • Email Response Control
    • File Management
    • Forecasting
    • Full Text Search
    • Geographic Maps
    • Graphical Data Presentation
    • Historical Reporting
    • Interaction Tracking
    • Interaction Tracking
    • Labeling
    • Lead Capture Software
    • Lead Distribution
    • Lead Management Software
    • Lead Nurturing Software
    • Lead Qualification
    • Lead Segmentation
    • Marketing Automation Software
    • Meeting Management
    • Milestone Tracking
    • Mobile Access
    • Monitoring
    • Multi-Currency
    • Offline Access
    • Opportunity Management
    • Performance Metrics
    • Pipeline Management
    • Pipeline Reports
    • Planning Tools
    • Productivity Analysis
    • Project Tracking Software
    • Projections
    • Prospecting Tools
    • Purchasing & Receiving
    • Quotes/Estimates
    • Real Time Monitoring
    • Real Time Notifications
    • Real-time Updates
    • Recurring Tasks
    • Referral Tracking
    • Reminders
    • Reporting & Statistics
    • Reporting/Analytics
    • Role-Based Permissions
    • Rules-Based Workflow
    • SSL Security
    • Sales Forecasting Software
    • Sales Pipeline Management
    • Sales Reports
    • Sales Trend Analysis
    • Search/Filter
    • Secure Data Storage
    • Secure Login
    • Segmentation
    • Single Sign On Software
    • Social Media Integration
    • Source Tracking
    • Status Tracking
    • Summary Reports
    • Tagging
    • Task Management Software
    • Task Progress Tracking
    • Task Scheduling
    • Template Management
    • Territory Management
    • Third Party Integrations
    • To-Do List
    • Visual Analytics
    • Web Forms
    • Workflow Management Software
    • XML / RSS

    Alternatives

    Zoho CRM

    4.2
    #1 Alternative to Capsule
    Zoho CRM is a cloud-based customer relationship management (CRM) software that helps businesses of all sizes close...

    Insightly

    3.9
    #2 Alternative to Capsule
    Grow your business faster than ever before by building stronger customer relationships, managing sales opportunities...

    Salesforce Sales Cloud

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

    Scoro

    4.6
    #4 Alternative to Capsule
    Scoro is an award-winning end-to-end work management solution which enables you to control your entire workflow in one...

    Reviews

    Overall rating

    4.5 /5
    (129)
    Value for Money
    4.6/5
    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 129
    Peter M.
    Overall rating
    • Industry: Aviation & Aerospace
    • Company size: 2-10 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support Software
    • Likelihood to recommend 10.0 /10

    Best CRM I've ever used

    Reviewed on 04/11/2020

    Peace of mind for my business

    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

    Response from Zestia

    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!

    Peter R.
    Overall rating
    • Industry: Information Technology & Services
    • Company size: 2-10 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support Software
    • Likelihood to recommend 10.0 /10

    wonderful Software for every business

    Reviewed on 20/11/2020

    The software is simple to use, it has a wide range of tools that you can use. However, the great...

    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

    Response from Zestia

    Hi Peter,

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

    Mark S.
    Overall rating
    • Industry: Sports
    • Company size: 11-50 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Ease of Use
    • Customer Support Software
    • Likelihood to recommend 10.0 /10

    Needed convincing to use Capsule, but no a convert!

    Reviewed on 22/03/2021

    Pros

    Honestly, I was sceptical about using Capsule when it first came along. I couldn’t see how tracking tasks or cases could benefit my work. I saw it as another thing I had to do, day to day. I thought the main reason for getting it was to track the relationships, conversations and connections between partners. Since I’ve been using Capsule, I’ve found it really useful for those things. I can check who and what people have been talking to partners about and I can use it to track my own conversations with partners. It’s like creating a story of those relationships. I still don’t use the tasks or cases, but maybe that will come at some point

    Cons

    As above.
    In addition, I would like a feature where you can search for a contact and then add them to a list without having to create a task or tag. That would be good.

    Response from Zestia

    Hi Mark,

    Chloe from Capsule here. Thanks for writing a review. We're glad that we've won you over and that you're finding Capsule useful. Also, thanks for your suggestion about searching and adding contacts to lists - I've added you as a +1 for this feature request.

    Verified Reviewer
    Overall rating
    • 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.

    Andy F.
    Overall rating
    • Industry: Wholesale
    • Company size: 2-10 Employees
    • Used Daily for 6-12 months
    • 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.

    Showing 5 reviews of 129 Read all reviews

    Capsule FAQs

    Below are some frequently asked questions for Capsule.

    Capsule offers the following pricing plans:

    • Starting from: $18.00/month
    • Pricing model: Free, Subscription
    • Free Trial: Available

    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.

    We do not have any information about Capsule features

    Capsule has the following typical customers:

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

    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, Automate.io, 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, Facebook, FileInvite, FluidSurveys, Formstack Forms, FreeAgent, FreshBooks, FreshMail, FullContact, GetResponse, Gmail, Google Calendar, Google Contacts, Google Data Studio, Google Workspace, Gravity Forms, Help Scout, Integromat, JotForm, KashFlow, Kixie PowerCall, LeadsBridge, LiveChat, Mad Mimi, Mailchimp, MailerLite, Mention, OmniFocus, PieSync, Process Street, Quickbooks Online, Quotient, REVE Chat, Rezdy, Ruler Analytics, ScheduleOnce, SendPulse, Signable, Slack, SupportBee, Tidy Build, TidyEnterprise, TimeCamp, Todoist, Toggl Track, Toky, Trello, Twitter, Unbounce, Userlike, WebMerge, WooCommerce, WordPress, Wufoo, Wunderlist, 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.