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
Pricing options
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
Media
Capsule Reviews
Capsule Reviews
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.
wonderful Software for every business
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
Compare overall rating with alternatives
Compare with alternatives
Best CRM I've ever used
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
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!
Capsule Review
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.
Founder
Very happy
Pros
Tasks, Mobile friendly, team management
Cons
I like it all, easy to use it. Mobile friendly
Response from Zestia
Hi Samuel,
Chloe from Capsule here. Thanks for taking the time to write a review. We really appreciate that. It's great to see that you're finding Capsule helps with team management and that it's mobile-friendly too.
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.
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.
wonderful Software for every business
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!
Compare user recommendation rating with alternatives
Compare with alternatives
Capsule Pricing
Capsule Pricing
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.
Compare value for money rating with alternatives
Compare with alternatives
Capsule Features
Capsule Features
Compare features rating with alternatives
Compare with alternatives
Categories
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:
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. 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, Xero, Zendesk
Q. What level of support does Capsule offer?
Capsule offers the following support options:
Knowledge Base, Online Support, FAQs
Peace of mind for my business