Capsule

Take care of your customers and sales opportunities

4,5 /5 (109 reviews) Write a Review!

Capsule Overview

What is 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.

Capsule Overview

Pricing

Starting from
US$18,00/month

Pricing options

Free Trial
Free
Subscription
Value for money

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 Features

Devices
Business size
S M L
Markets
United States, Canada, United Kingdom, Australia, China and 5 others, India, Japan, Germany, Brazil, Mexico
Supported Languages
English

Media

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

Capsule Reviews

Capsule Reviews

Overall rating
4,5
/
5
Excellent
68

Very good
32

Average
8

Poor
0

Terrible
1

Value for Money
4,5
Features
4,3
Ease of Use
4,6
Customer Support
4,4
92% recommended this app
Guy G.

Great CRM for Contacts, Tasks, Opportunities and pipelines

Really good Customer, Prospect and Lead management solution
Reminder to contact
Management of team tasks, and assignment to team members


Dave S.

Simple and Functional

My needs for tracking client opportunities are simple and this CRM does everything I need of it. I mainly use it for recording my meetings and coaching sessions with my clients. This functionality is easy to use and it is easy to search clients later to see what was last talked about.


Verified Reviewer

Features and Format Lacking, Good for the Basics

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.


Rebecca H.

Capsule Review


David W.

Quick and useful to get ourselves organised but the limitations are starting to show

It's our 2nd management tool - the first one was overly complicated and this is quite simple
The Dropbox solution is a bit of a fudge but it works most of the time.
The tasks system and visual customisation leave a lot to be desired.


Guy G.
Industry: Health, Wellness & Fitness
Company size: 2-10 Employees

Great CRM for Contacts, Tasks, Opportunities and pipelines

Used Daily for 2+ years
Reviewed on 2019/12/07
Review Source: Capterra

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!

Rating breakdown

Value for Money
Ease of Use

Likelihood to recommend: 10.0/10

Dave S.
Industry: Professional Training & Coaching
Company size: Self Employed

Simple and Functional

Used Daily for 2+ years
Reviewed on 2020/09/07
Review Source: Capterra

My needs for tracking client opportunities are simple and this CRM does everything I need of it. I mainly use it for recording my meetings and coaching sessions with my clients. This functionality is easy to use and it is easy to search clients later to see what was last talked about.

Pros

It is incredibly easy to set up, very simple to use and I like it's integration with Xero.

Cons

Sending email from the system get stored in dropbox, not ideal if you don't use dropbox

Response from Zestia

Hi Dave,

Chloe from Capsule here. Thanks for your feedback - we're glad you like the integration with Xero. In terms of the Drop Box I have good news as the Capsule Drop Box is not the same as the file storage service Dropbox.com. The Capsule Drop Box is effectively an email address that you use to BCC or forward your emails to which in turn stores them against the relevant contact in your Capsule account. This is what non-google users use for storing emails. You can learn more about storing emails using the Capsule Mail Drop Box here: https://capsulecrm.com/support/setup-and-configuration/storing-emails/#understanding-the-mail-drop-box.
If they are finding that emails aren't being stored on their contacts as expected, could you please email [email protected] and we can investigate further.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Verified Reviewer
Industry: Computer Software
Company size: 11-50 Employees

Features and Format Lacking, Good for the Basics

Used Daily for 6-12 months
Reviewed on 2018/09/07
Review Source: Capterra

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.

Rating breakdown

Ease of Use

Likelihood to recommend: 3.0/10

Rebecca H.
Industry: Real Estate
Company size: 2-10 Employees

Capsule Review

Used Daily for 6-12 months
Reviewed on 2020/09/24
Review Source: Capterra

Pros

Very easy to set up
Easy and intuitive to use
It is flexible enough so that it can be moulded around a requirement or purpose, even if that function isn't immediately obvious.
The support staff are great at coming up with solutions and work arounds
Support staff are very quick to respond.
The close links with Mailchimp and Zapier are great and really easy to merge different systems.

Cons

You can't 'drag and drop' documents from the system to emails.
There's no 'pre-opportunity' stage - i.e. no way of registering an interest in a product (linking a client and product or organisation) without it being a formal 'opportunity' - there needs to be a 'pre-opportunity' facility to ease admin in the system.
There's no way of retaining a record of a meeting in the calendar.
There's no one to stand behind my husband and remind him to record notes in the system! :-)

Response from Zestia

Hi Rebecca,

Chloe from Capsule here. Thanks for your review - I'll be sure to pass on your feedback to our team. As for the pre-opportunity problem, you could use a Case for that and then you can link that case to an Opportunity if it does move into the pipeline. That way you can have a clear record of it, but it isn't impacting conversion rates or anything like that. You can read more about Cases here:
https://capsulecrm.com/support/projects-and-events/understanding-cases/. While you can't see your past tasks in the Calendar, you can go to the task list view and filter for completed tasks. Here you'll be able to see a list of everything that's been completed. While we can't put someone behind your husband and nudge him - you could set up a task for a certain time each day that recurs every week (5 recurring tasks), basically just as a prod to remind him to add notes? I hope that gives you some tips and if you need any extra support you can always reach out to us.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

David W.
Industry: Professional Training & Coaching
Company size: 11-50 Employees

Quick and useful to get ourselves organised but the limitations are starting to show

Used Daily for 1+ year
Reviewed on 2019/11/26
Review Source: Capterra

It's our 2nd management tool - the first one was overly complicated and this is quite simple
The Dropbox solution is a bit of a fudge but it works most of the time.
The tasks system and visual customisation leave a lot to be desired.

Pros

It's fast and simple, a young British company. which we wanted to support.
Its online and accessible on an app
It does a lot of what we originally needed

Cons

The tasks and the layout - lack of customisation - colours or icons - fields can be hard to identify at a glance.
Starts to get expensive with more users - if I could role out viewing to my whole team (no input) it would be handy - but i can't justify £300 a month
We no longer use the sales side - that didn't really work for our company - now just use the contacts, tasks, recording of data

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 6.0/10

User recommendation
8,8/10
Based on 109 user ratings
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Capsule Pricing

Capsule Pricing

Starting from
US$18,00/month
Free Trial
Free
Subscription
Value for money

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.

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.

Value for Money
4,5/5
Based on 109 user ratings
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Capsule Features

Capsule Features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
Calendar Management
Contact Management
Custom Fields
Customer Database
Customizable Branding
Customizable Reporting
Customizable Templates
Data Import/Export
Electronic Payments
Email Integration
Real Time Data
Reminders
Reporting & Statistics
Social Media Integration
Surveys & Feedback
Third Party Integration
Features
4,3/5
Based on 109 user ratings
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Categories

Additional information for Capsule

Additional information for Capsule

Key features of Capsule

  • Access your account from anywhere, securely
  • Activity & sales reports
  • Arrange Capsule into Teams
  • Customize Capsule to fit your business
  • Get a complete contact view
  • Manage groups of contacts with lists
  • Manage your sales pipeline
  • Manage your to-do list and calendar using tasks
  • Team management & user access controls

Benefits

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.

  • Capsule FAQs

    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$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.

    Q. What are the main features of Capsule?

    Capsule offers the following features:

    • Access your account from anywhere, securely
    • Activity & sales reports
    • Arrange Capsule into Teams
    • Customize Capsule to fit your business
    • Get a complete contact view
    • Manage groups of contacts with lists
    • Manage your sales pipeline
    • Manage your to-do list and calendar using tasks
    • Team management & user access controls

    Q. Who are the typical users of Capsule?

    Capsule has the following typical customers:

    Small Business, Large Enterprises, Non Profit, Freelancers, Mid Size Business

    Q. What languages does Capsule support?

    Capsule supports the following languages:

    English

    Q. What type of pricing plans does Capsule offer?

    Capsule has the following pricing plans:

    Free, Subscription

    Q. Does Capsule support mobile devices?

    Capsule supports the following devices:

    Android, iPhone

    Q. What other apps does Capsule integrate with?

    Capsule integrates with the following applications:

    ActiveCampaign, Bitium, ClickDesk, Email It, FreeAgent, Freshdesk, GetResponse, Help Scout, Quote Roller, Xero

    Q. What level of support does Capsule offer?

    Capsule offers the following support options:

    Knowledge Base, Online Support, FAQs