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:

  • 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

    United Arab Emirates, Argentina, Austria, Australia, Belgium and 37 others, 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

    Supported Languages

    English

    Pricing starting from:

    US$18.00/month

    • Free Version
    • Free Trial
    • Subscription

    Images

    Capsule Software - 1
    Capsule Software - 2
    Capsule Software - 3
    Capsule Software - 4
    Capsule Software - Organize users into Teams and control access through roles
    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
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    Capsule Software - 1 Capsule Software - 2 Capsule Software - 3 Capsule Software - 4 Capsule Software - Organize users into Teams and control access through roles 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: 84

    • API
    • Access Controls/Permissions
    • 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
    • Client Management
    • Collaboration Tools
    • Commenting/Notes
    • Configurable Workflow
    • Contact Database
    • Contact Management Software
    • Customer Database
    • Customer Segmentation
    • Customer Support Software
    • Customizable Branding
    • Customizable Fields
    • Customizable Reports
    • Customizable Templates
    • Dashboard Software
    • Data Import/Export
    • Data Synchronization
    • Data Visualization Software
    • Document Management Software
    • Document Storage
    • Drag & Drop
    • Email Management Software
    • Email Marketing Software
    • Email Response Control
    • File Management
    • For Startups
    • Forecasting
    • Graphical Data Presentation
    • Interaction Tracking
    • Lead Capture Software
    • Lead Distribution
    • Lead Management Software
    • Lead Nurturing Software
    • Lead Qualification
    • Lead Segmentation
    • Marketing Automation Software
    • Mobile Access
    • Monitoring
    • Multi-Currency
    • Opportunity Management
    • Performance Metrics
    • Pipeline Management
    • Pipeline Reports
    • Projections
    • Prospecting Tools
    • Quotes/Estimates
    • Real Time Notifications
    • Referral Tracking
    • Reminders
    • Reporting & Statistics
    • Reporting/Analytics
    • Role-Based Permissions
    • Sales Forecasting Software
    • Sales Pipeline Management
    • Sales Reports
    • Sales Trend Analysis
    • Search/Filter
    • Segmentation
    • Social Media Integration
    • Source Tracking
    • Tagging
    • Task Management Software
    • Task Scheduling
    • Template Management
    • Territory Management
    • Third Party Integrations
    • Visual Analytics
    • Web Forms
    • Workflow Management Software
    • XML / RSS

    Alternatives

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    Insightly

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    #2 Alternative to Capsule
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    Pipedrive

    4.5
    #3 Alternative to Capsule
    Pipedrive is a CRM & pipeline management tool for small and medium sized sales teams that helps users focus on actions...

    Salesforce Sales Cloud

    4.4
    #4 Alternative to Capsule
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    Reviews

    Overall rating

    4.5 /5
    (135)
    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 135
    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 2020-11-04

    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

    Alternatives Considered

    SugarCRM, Salesforce Sales Cloud and Act!

    Reasons for Switching to Capsule

    All other products were too complex with difficult to set up daily interactions

    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 2020-11-20

    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!

    Arlène V.
    Overall rating
    • Industry: Health, Wellness & Fitness
    • Company size: 501-1,000 Employees
    • Used Weekly for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Likelihood to recommend 7.0 /10

    A simple but powerful CRM platform

    Reviewed on 2021-08-14

    Pros

    The one thing I like the most about Capsule is its simplicity. It might not have all the "bells and whistles" that other CRM platforms have but it does its job.

    The sales pipeline, for example, it is very good because it is intuitive and gives you the key information you need for lead generation and sales – including clear analytics that show you how things have been going.

    Another thing I am a fan of are Capsule's tasks and their automation. Simply lay out a process and break it into steps, or tasks, and have each one become active once the task that came before has been completed. For me, a mobile app is something I always look at when picking up a tool, so it was great to see that Capsule does have one, which means that I can work even when I am not at my computer.

    Cons

    While Capsule has a free plan, it comes with a contacts limit that you are likely going to hit in a few months. This may not seem like a problem when you are getting started but it may turn out to be a bit of an issue if you decide to opt for a different CRM solution and need to migrate everything from Capsule.

    Also, keep in mind that Capsule might not have some features you may want a CRM to have so I would suggest looking at its features list carefully before signing up.

    Response from Zestia

    Hi Arlene,

    Thanks for writing a review about Capsule. We really love hearing how our customers appreciate how simple and intuitive it is to use. I'll be sure to let the team know the mobile app and the tasks features are really useful to you!

    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 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.

    Ricardo A.
    Overall rating
    • Industry: Computer & Network Security
    • Company size: 2-10 Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support Software
    • Likelihood to recommend 9.0 /10

    Capsule has streamlined our business opportunity process

    Reviewed on 2021-07-08

    We use it daily, and we are working fine with Capsule.

    We use it daily, and we are working fine with Capsule.

    Pros

    The product is very easy tu use, contacts, organizations, oportunities and case management is intuitive and effective.

    Cons

    1. I would like the contacts capture be automated with some data from the contact´s organization. It is not easy to repeat the capture of the address, phone information on each contac, considering that it could be extracted from the contact´s organization.

    2. I would like to have an spanish version.

    Response from Zestia

    Hi Ricardo,

    Chloe from Capsule here. It's great to hear that Capsule has streamlined your business. Unfortunately you can't auto-populate fields based on a contact's organization however you can link a contact and organization if that helps? Also, I'll make a note of the fact that you've asked for a Spanish-language version and add it to our feature requests. Aside from that, we're happy to hear that you're finding Capsule easy to use.

    Showing 5 reviews of 135 Read all reviews

    Capsule FAQs

    Below are some frequently asked questions for Capsule.

    Capsule offers the following pricing plans:

    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 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 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

    Capsule offers the following support options:

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

    Related categories

    See all software categories found for Capsule.