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.
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Key benefits of Capsule
Main benefits are:
Devices
Business size
Markets
Supported Languages
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Images
Features
Total features of Capsule: 119
- API
- Access Controls/Permissions
- Accounting Integration
- 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
- Categorization/Grouping
- Client Management
- Collaboration Tools
- Commenting / Notes
- Configurable Workflow
- Contact Database
- Contact Management Software
- Conversion Tracking
- Customer Accounts
- Customer Activity Tracking
- Customer Database
- Customer History
- Customer Segmentation
- Customer Support Software
- Customizable Branding
- Customizable Categories
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Dashboard Software
- Data Import/Export
- Data Mapping
- Data Migration
- Data Synchronization
- Data Visualization Software
- Deadline Management
- Document Management Software
- Document Storage
- Drag & Drop
- Duplicate Detection
- Email Alerts
- Email Management Software
- Email Marketing Software
- Email Response Control
- File Management
- Forecasting
- Full Text Search
- Geographic Maps
- Graphical Data Presentation
- Historical Reporting
- Interaction Tracking
- Interaction Tracking
- Labeling
- Lead Capture Software
- Lead Distribution
- Lead Management Software
- Lead Nurturing Software
- Lead Qualification
- Lead Segmentation
- Marketing Automation Software
- Meeting Management
- Milestone Tracking
- Mobile Access
- Monitoring
- Multi-Currency
- Offline Access
- Opportunity Management
- Performance Metrics
- Pipeline Management
- Pipeline Reports
- Planning Tools
- Productivity Analysis
- Project Tracking Software
- Projections
- Prospecting Tools
- Purchasing & Receiving
- Quotes/Estimates
- Real Time Monitoring
- Real Time Notifications
- Real-time Updates
- Recurring Tasks
- Referral Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Role-Based Permissions
- Rules-Based Workflow
- SSL Security
- Sales Forecasting Software
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Search/Filter
- Secure Data Storage
- Secure Login
- Segmentation
- Single Sign On Software
- Social Media Integration
- Source Tracking
- Status Tracking
- Summary Reports
- Tagging
- Task Management Software
- Task Progress Tracking
- Task Scheduling
- Template Management
- Territory Management
- Third Party Integrations
- To-Do List
- Visual Analytics
- Web Forms
- Workflow Management Software
- XML / RSS
Alternatives
Zoho CRM
Insightly
Salesforce Sales Cloud
Scoro
Reviews
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- 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
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!
- 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!
- 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 2021-02-10
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: 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.
- Industry: Wholesale
- 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
Good stuff
Reviewed on 2021-02-03
Love it
Love it
Pros
We really like the interface and how it is organised.
Best feature is the gmail integration.
Cons
Im hoping that we can connect a certain gmail contact and automatically have every new email/conversation feed into the same contact on capsule.
Response from Zestia
Hi Andy,
Chloe from Capsule here. Thanks for taking the time to write a review. We're happy to hear that you like the gmail integration and I'll be sure to pass on your feature request to the product team.
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?
We do not have any information about Capsule features
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, 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, OmniFocus, PieSync, Process Street, Quickbooks Online, Quotient, REVE Chat, Rezdy, Ruler Analytics, ScheduleOnce, SendPulse, Signable, Slack, SupportBee, Tidy Build, TidyEnterprise, TimeCamp, Todoist, Toggl Track, Toky, Trello, Twitter, Unbounce, Userlike, WebMerge, WooCommerce, WordPress, Wufoo, Wunderlist, 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 Software, Chat
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