Capsule

4.5 (161)
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Take care of your customers and sales opportunities

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:

US$21.00/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.
  • Typical Customers

    • Freelancers
    • Small Businesses (2-50)
    • Mid-size Companies (51-500)
    • Large enterprises (500 and more)

    Deployment

    • Cloud-based
    • On-premise

    Markets

    Argentina, Australia, Austria, Belgium, Bolivia and 37 others

    Supported Languages

    Brazilian Portuguese, English, French, Portuguese, Spanish

    Pricing starting from:

    US$21.00/month

    • Free Version
    • Free Trial
    • Subscription

    Images

    Capsule Software - History
    Capsule Software - Sales pipeline
    Capsule Software - Pipeline forecast
    Capsule Software - Milestone
    Capsule Software - Users & teams
    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
    View 14 more
    Capsule video
    Capsule Software - History
    Capsule Software - Sales pipeline
    Capsule Software - Pipeline forecast
    Capsule Software - Milestone
    Capsule Software - Users & teams
    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: 114

    • AI Content Creation
    • API
    • Access Controls/Permissions
    • Activity Dashboard
    • Activity Tracking
    • Activity/News Feed
    • Alerts/Notifications
    • Appointment Management
    • Assignment Management
    • Assisted Content Creation
    • Automated Text Generation
    • Budgeting/Forecasting
    • Business Process Automation
    • Business Process Control
    • CRM
    • CRM Integration
    • Calendar Management
    • Calendar Sync
    • Calendar/Reminder System
    • Call Logging
    • Campaign Management
    • Client Management
    • Collaboration Tools
    • Commenting/Notes
    • Configurable Workflow
    • Contact Database
    • Contact Management
    • Customer Database
    • Customer Segmentation
    • Customisable Branding
    • Customisable Forms
    • Customisable Reports
    • Customisable Templates
    • Customizable Fields
    • Dashboard
    • Data Import/Export
    • Data Synchronisation
    • Data Visualisation
    • Deadline Management
    • Document Management
    • Document Storage
    • Drag & Drop
    • Email Campaign Management
    • Email Management
    • Email Marketing
    • Email Templates
    • Email Tracking
    • Event Triggered Actions
    • File Management
    • For Real Estate
    • For Small Businesses
    • For Startups
    • For iPad Devices
    • Forecasting
    • Forms Management
    • Graphical Data Presentation
    • Interaction Tracking
    • Kanban Board
    • Lead Capture
    • Lead Distribution
    • Lead Management
    • Lead Nurturing
    • Lead Qualification
    • Lead Segmentation
    • List Management
    • Marketing Automation
    • Mobile Access
    • Mobile App
    • Monitoring
    • Multi-Currency
    • Multiple Projects
    • Natural Language Processing
    • Opportunity Management
    • Performance Metrics
    • Pipeline Management
    • Pipeline Reports
    • Predictive Analytics
    • Process/Workflow Automation
    • Progress Tracking
    • Project Planning/Scheduling
    • Project Tracking
    • Project Workflow
    • Prospecting Tools
    • Quotes/Estimates
    • Real-Time Notifications
    • Referral Tracking
    • Reminders
    • Reporting & Statistics
    • Reporting/Analytics
    • Reporting/Project Tracking
    • Role-Based Permissions
    • Sales Activity Management
    • Sales Forecasting
    • Sales Pipeline Management
    • Sales Reports
    • Sales Trend Analysis
    • Search/Filter
    • Segmentation
    • Social Media Integration
    • Source Tracking
    • Tagging
    • Task Management
    • Task Progress Tracking
    • Task Scheduling
    • Template Management
    • Territory Management
    • Text Editing
    • Third-Party Integrations
    • To-Do List
    • Tone Selection
    • Visual Analytics
    • Web Forms
    • Workflow Configuration
    • Workflow Management

    Alternatives

    Insightly

    4.0
    #1 Alternative to Capsule
    Insightly is easy to use, simple to customize, and scales with companies as they grow. Insightly helps teams build and...

    Keela

    4.3
    #2 Alternative to Capsule
    Keela is a fundraising CRM that unifies fundraising and donor communications. Keela’s uniquely powerful solution...

    Act!

    3.8
    #3 Alternative to Capsule
    Act! Premium is a powerful, all-in-one CRM and Marketing Automation tool that empowers today’s small and midsize...

    Acuity Scheduling

    4.8
    #4 Alternative to Capsule
    Squarespace is your 24/7 online appointment scheduling software that allows clients to self-schedule appointments or...

    Reviews

    Overall rating

    4.5 /5
    (161)
    Value for Money
    4.6/5
    Features
    4.3/5
    Ease of Use
    4.6/5
    Customer Support
    4.5/5

    Already have Capsule?

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

    Showing 5 reviews of 161
    Jeff
    Jeff
    Overall rating
    • Industry: Printing
    • Company size: 2–10 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

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

    One of the applications I run my business on

    Reviewed on 21/7/2022

    This is one of three applications that I am in daily. I couldn’t have grown my business without it.

    This is one of three applications that I am in daily. I couldn’t have grown my business without it.

    Pros

    I like how you can have separate contacts, organizations, and opportunities but that you can connect them all. Unlike some contact management tools, this gives you a ton of flexibility in tracking interactions and todos.

    Cons

    I wish there were a way to attach the same individual to multiple organizations. There is a workaround by embedding a URL in the info for each entity, but it would be nice to be able to see an individual and separate out the different communications based on the organization they are involved with.

    Response from Zestia

    Hi there Jeff,

    Chloe from Capsule here. Thanks for taking the time to write a review - we really appreciate it. We're so glad to hear Capsule gives you the flexibility you need to track tasks and interactions. We're sorry we don't have better news on attaching the same individual to multiple organisations but we're happy to hear that it's helped you grow your business anyway.

    jibby
    Overall rating
    • Industry: Transportation/Trucking/Railroad
    • Company size: 2–10 Employees
    • Used Monthly for 2+ years
    • 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 11/8/2022

    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]

    Taryn
    Overall rating
    • Industry: Nonprofit Organisation Management
    • Company size: 2–10 Employees
    • Used for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 4.0 /10

    Not Ideal for a Charity CRM

    Reviewed on 22/9/2020

    I think it is a fine program that didn't suit the needs of a national charity.

    I think it is a fine program that didn't suit the needs of a national charity.

    Pros

    I think you you were using this software for school or a business that required registration of sorts it might be ideal but the marketing features were not strong enough for us. We used the program for 1 year and then switch over that had a better UX, marketing integration and that automatically process tax receipts.

    Cons

    The UX wasn't great. It wasn't intuitive for our team.

    Alternatives Considered

    Keela

    Reasons for Switching to Capsule

    We had an employee that had some experience with it and could navigate the program. We stuck with it for 1 year and switched over to Keela.

    Response from Zestia

    Hi Taryn,

    Chloe here from Capsule. Thanks for taking the time to review us, we really appreciate the feedback. While we do have a number of charities using Capsule we understand it isn't the right fit for everyone - we're happy you've found another solution that works for you!

    Philip
    Overall rating
    • Industry: Management Consulting
    • Company size: 2–10 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

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

    This is IT

    Reviewed on 4/8/2023

    I use it and recommend it to my clients.

    I use it and recommend it to my clients.

    Pros

    If you don't want to hire an assistant but need something to keep you on track then you have come to the right place

    Cons

    I would like it to work better with Apple.

    Verified Reviewer
    Overall rating
    • Industry: E-Learning
    • Company size: 11–50 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Likelihood to recommend 8.0 /10

    A CRM for startups - everything you need and nothing you don’t

    Reviewed on 5/1/2020

    Pros

    It is a highly customizable software CRM. Track every interaction with stakeholders using the web app, email plugins, and most importantly the iOS app! The app uses the cloud based client database as a sort of substitute for your phone’s address book, phone dialer, and portal to add client interactions. Best mobile app for a CRM platform!

    Cons

    It can be tricky linking interactions with multiple stakeholders.

    Response from Zestia

    Hi Chloe here from Capsule. Thanks for your review of Capsule and your support - we're really glad you like the mobile app. As for linking interactions with multiple stakeholders, if we can understand a little more about how you want interactions linked we may be able to offer some options or understand whether there are some ways we can amend Capsule. If you can write to us directly at [email protected] then our support team will be able to help you out.

    Showing 5 reviews of 161 Read all reviews

    Capsule FAQs

    Below are some frequently asked questions for Capsule.

    Capsule offers the following pricing plans:

    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.

    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:

    Brazilian Portuguese, English, French, Portuguese, Spanish

    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 Core, Cin7 Omni, CircleLoop, Clockify, Constant Contact, Cyclr, Cyfe, Databox, Deputy, Docsify, Emma by Marigold, 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/X, Unbounce, Userlike, WebMerge, WooCommerce, WordPress, Wufoo, Xero, Zapier, Zendesk Suite, Zoho Flow, monday.com

    Capsule offers the following support options:

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

    Related categories

    See all software categories found for Capsule.