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$18.00/month
- Free Version
- Free Trial
- Subscription
Key benefits of Capsule
Main benefits are:
Devices
Business size
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 and 37 others
Supported Languages
English
Pricing starting from:
US$18.00/month
- Free Version
- Free Trial
- Subscription
Images
Features
Total features of Capsule: 85
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Management
- Activity Tracking
- Alerts/Notifications
- Appointment Management
- Assignment Management
- Business Process Control
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Campaign Management
- Cataloguing/Categorisation
- Client Management
- Collaboration Tools
- Commenting/Notes
- Configurable Workflow
- Contact Database
- Contact Management
- Customer Database
- Customer Segmentation
- Customer Support
- Customisable Branding
- Customisable Reports
- Customisable Templates
- Customizable Fields
- Dashboard
- Data Import/Export
- Data Synchronisation
- Data Visualisation
- Document Management
- Document Storage
- Drag & Drop
- Email Management
- Email Marketing
- Email Response Control
- File Management
- For Startups
- Forecasting
- Graphical Data Presentation
- Interaction Tracking
- Lead Capture
- Lead Distribution
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Segmentation
- Marketing Automation
- Mobile Access
- Monitoring
- Multi-Currency
- Opportunity Management
- Performance Metrics
- Pipeline Management
- Pipeline Reports
- Predictive Analytics
- Projections
- Prospecting Tools
- Quotes/Estimates
- Real Time Notifications
- Referral Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Role-Based Permissions
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Search/Filter
- Segmentation
- Social Media Integration
- Source Tracking
- Tagging
- Task Management
- Task Scheduling
- Template Management
- Territory Management
- Third Party Integrations
- Visual Analytics
- Web Forms
- Workflow Management
- XML / RSS
Alternatives
HubSpot CRM
Zoho CRM
Pipedrive
Salesforce Sales Cloud
Reviews
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- 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 10/2/2021
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.
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]
- 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.
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.
- 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 7/9/2018
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.
- Industry: Utilities
- 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
Perfect CRM Tool
Reviewed on 4/1/2022
Capsule are a great company to deal with. They will come back to you very quickly will always go...
Capsule are a great company to deal with. They will come back to you very quickly will always go that extra mile to help you use the software and are genuinely nice people to deal with
Pros
This software is easy to set-up and use and will aid your business and its professionalism.
Cons
We love this product and have no negatives about it ease of use or all round compatibility.
Response from Zestia
Hi there,
Chloe from Capsule here. Thanks for taking time out of your day to write a review. We're happy to hear that you find Capsule easy to use and get started with. I'll certainly share your kind comments about Capsule with the rest of the team.
- 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
- 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!
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 View Pricing Plans
- Pricing model: Free Version, 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. 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+
Q. What languages does Capsule support?
Capsule supports the following languages:
English
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, 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 for Business, 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, Microsoft Outlook, Microsoft To Do, OmniFocus, Operations Hub, 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
Q. What level of support does Capsule offer?
Capsule offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Chat
Related categories
See all software categories found for Capsule.
