Capsule
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.
Key benefits of Capsule
Main benefits are:
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Reviews
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Software buyers need your help! Product reviews help the rest of us make great decisions.
- Industry: Media Production
- Company size: Self Employed
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Likelihood to recommend 9.0 /10
Capsule CRM
Reviewed on 2021/05/27
Pros
It's dead simple to track leads and interactions with leads.
Cons
I just wish it was a couple clicks easier to get the dropbox email to work more smoothly (not the file sharing software, but the inbox that sorts your inbound mail into appropriate opportunities and cases). It's sometimes easy to forget to BCC the opportunity to track the next message.
Response from Zestia
Hi Kenneth,
Chloe from Capsule here. Many thanks for taking the time out to write a review about Capsule. We're really happy to hear that you find it easy to track leads and communication with those leads through Capsule.
- 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
- Likelihood to recommend 10.0 /10
Good stuff
Reviewed on 2021/02/03
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: Computer Software
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 3.0 /10
Features and Format Lacking, Good for the Basics
Reviewed on 2018/09/07
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
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 4.0 /10
Why Capsule should do better
Reviewed on 2022/08/11
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: Accounting
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Capsule is great!
Reviewed on 2020/08/04
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!
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: US$21.00/month
- Pricing model: Free Version, Subscription
- Free Trial: Available
14-day free trial of any plan, no credit card required. | Free edition: up to 2 users, 50MB storage, and 250 contacts. | Starter plan: $18 per user per month (billed annually) with 10GB storage per user and up to 30,000 contacts. | Growth plan: $36 per user per month (billed annually) with 20GB storage per user and up to 60,000 contacts. | Advanced plan: $54 per user per month (billed annually) with 30GB storage per user and up to 120,000 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:
Brazilian Portuguese, English, French, Portuguese, Spanish
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, Cin7 Core, Cin7 Omni, CircleLoop, Clockify, Constant Contact, Cyclr, Cyfe, Databox, Deputy, Docsify, Emma by Marigold, Enalyzer, Eventbrite, FileInvite, Formstack Forms, FreeAgent, FreshBooks, FreshMail, FullContact, GetResponse, Gmail, Google Calendar, Google Contacts, Google Data Studio, Google Workspace, Gravity Forms, Help Scout, Jotform, 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, TimeCamp, Todoist, Toggl Track, Toky, Trello, Twitter/X, Unbounce, Userlike, 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, Chat
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