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Capsule CRM Review

Capsule CRM
Our score: 8.0 User satisfaction: N/A

What is Capsule CRM?

Capsule is a simple, flexible, and effective web-based CRM tool you can use for your small business. Capsule is a good tool to keep track of your contacts and companies you do business with, communications with them, sales opportunities, and what activities and tasks that need be done.

With Capsule you can manage all relationships, not just customers: manage contacts, leads, customers, vendors, and more.

Capsule allows you to manage your sales pipeline: track deals, bids, proposals as well as other opportunities.

Emails are easily organized in Capsule, including notes, conversations, and documents. You can have a complete history of various business files in one place.

Share tasks with your team using Capsule. Capsule also lets you manage your projects by creating and monitoring tasks, assigning them to your co-workers, and controlling all the deadlines and milestones. You can also use the application to customize information about your customers and contacts.

It is also available on mobile platforms via tablets and smartphones.

 

Overview of Capsule CRM Benefits

Read on to learn about the numerous Capsule CRM benefits:

Capsule allows you to have a complete contact management program by storing and organizing information about your customers and contacts, including tasks and to-do lists. You can also create custom categories for various data about your contacts. Keeping track of the people, organizations, and companies that you do business with is easier with Capsule.

Data about your contacts can easily be shared with your team or the entire company using Capsule. You can import contacts from Outlook, Gmail, vCard, spreadsheets and any CSV file into Capsule. Additional information such as notes about communications with contacts, meeting outcomes, among others, can easily be added in the file.

Capsule also gives you a quick summary of opportunities via the sales dashboard. You can keep track of the various opportunities and milestones that are linked with a success factor which you can use to forecast potential sales revenues.

With Capsule, you can generate reports and extracts from the pipeline using configurable filters.

Capsule’s servers are hosted in Amazon’s data centers, assuring your data is safe and secure. In addition, information that passes between your computer and our servers is encrypted using a technology called SSL, the same technology that banks use to protect data.

With Capsule, your data is stored to multiple locations in real time, and in addition Capsule also makes a further backup of your data every hour.

There is no software to install with Capsule, and because you access it online you are always using the latest version.

Capsule can be integrated with other popular business software such as: Xero, FreshBooks, Zendesk, Mailchimp, among others.

Overview of Capsule CRM Features

  • Complete and easy contact management
  • Efficient sales management
  • Track bids, deals, proposals and other opportunities
  • Dashboard opportunities overview
  • Adding milestones
  • Linking milestones with a success factor
  • Includes a standard set of milestones
  • Easy to-do list and calendar management
  • Easy customization of information categories to fit your business
  • Secure access of your account from anywhere
  • Easy sharing of contacts with co-workers to assure the entire team has a single up-to-date view of the contact
  • Tracking of all email communications into Capsule
  • Quick document management, making it easy to attach documents and other files
  • Integration of contacts from Outlook, Gmail, vCard, spreadsheets and any CSV file
  • Easy creation and analysis of reports
  • Customization of the sales milestones and process
  • Management groups of contacts with lists using tags
  • Easy addition of notes and other information about the contact
  • Serious data security
  • Controlled access
  • Multiple backup
  • One master copy of your data on secure servers
  • Automatic upgrades
  • Compatible with Windows, Mac, or Linux
  • Brand your Capsule account using your colors and logo

Capsule CRM Position In Our Categories

Because businesses have specific business-related wants, it is only practical they steer clear of paying for a one-size-fits-all, “perfect” software system. Needless to say, it is troublesome to stumble on such application even among popular software solutions.
The rational step to undertake can be to shortlist the several major functions which entail inspection like essential features, price terms, skill levels of staff, company size, etc. The second step is, you must perform the product research through and through. Browse over some of these Capsule CRM evaluations and look into the other solutions in your shortlist in detail. Such well-rounded research ascertain you weed out mismatched apps and buy the one that meets all the function your company requires.

Position of Capsule CRM in our main categories:

TOP 200

Capsule CRM is one of the top 200 CRM Software products

Capsule CRM is also listed in the following subcategories:

It is crucial to keep in mind that hardly any software in the CRM Software category is a perfect solution that can match all the needs of different company types, sizes and industries. It may be a good idea to read a few Capsule CRM CRM Software reviews first as some services may perform well only in a very small set of applications or be designed with a very specific industry in mind. Others might work with a goal of being simple and intuitive and as a result lack advanced functions needed by more experienced users. There are also solutions that cater to a large group of customers and give you a complex feature set, but that usually comes at a more expensive price of such a software. Be certain that you're aware of your needs so that you get a service that has exactly the elements you search for.

How Much Does Capsule CRM Cost?

Capsule CRM Pricing Plans:

Free Trial

Free

Free

Professional

$18/month per user

Teams

$36/month per user

Capsule offers a flexible, pay-as-you go service. There are three plans offered. All paid plans offer a free 30-day trial:

Free

  • Up to 2 users
  • 10MB storage
  • 250 contacts
  • Unlimited Sales Opportunities, Cases, Custom Fields & Tracks

Professional – $18 per user/month

  • 30-day free trial
  • 10GB storage per user
  • 50,000 contacts
  • Unlimited Sales Opportunities, Cases, Custom Fields & Tracks
  • Activity reporting
  • Sales reporting
  • Sales forecasting
  • Premium integrations including Xero, FreshBooks, MailChimp, Wufoo & more

Teams – $36 per user/month

  • 30-day free trial
  • 20GB storage per user
  • 100,000 contacts
  • Unlimited Sales Opportunities, Cases, Custom Fields & Tracks
  • User access controls
  • Activity reporting & custom activity types
  • Advanced sales reporting
  • Reporting by team
  • Sales forecasting
  • Custom reports with Google Data Studio
  • Premium integrations including Xero, FreshBooks, MailChimp, Wufoo & more

User Satisfaction

Positive Social Media Mentions 0
Negative Social Media Mentions 0

We realize that when you make a decision to buy CRM Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Capsule CRM reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Capsule CRM. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

Screenshots

Technical details

Devices Supported

  • Windows
  • Linux
  • Android
  • iPhone/iPad
  • Mac
  • Web-based
  • Windows Mobile

Deployment

  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Free
  • Monthly payment

Customer Types

  • Small Business
  • Freelancers

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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Capsule CRM Comparisons

Capsule CRM user reviews

Capsule helps me to keep things simple

Read full review >
Danny
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 08.09.2018 Company Size: 11-50 Employees Industry: Information Technology Service

CRM system that helps us to stay in touch with our leads

Read full review >
Javier
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 27.08.2018 Company Size: 11-50 Employees Industry: Computer Software

Highly helpful solution for our business

Read full review >
Sonja
4/5

Overall Impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 18.08.2018 Company Size: More than 100 Employees Industry: Internet

Intuitive and easy to use CRM

Read full review >
Josh
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 24.03.2018 Company Size: More than 100 Employees Industry: Marketing and Advertising

Great CRM helps us to keep in touch with our contacts

Read full review >
Ryan
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 01.03.2018 Company Size: 11-50 Employees Industry: Computer Software

What are Capsule CRM pricing details?

Capsule CRM Pricing Plans:

Free Trial

Free

Free

Professional

$18/month per user

Teams

$36/month per user

Capsule offers a flexible, pay-as-you go service. There are three plans offered. All paid plans offer a free 30-day trial:

Free

  • Up to 2 users
  • 10MB storage
  • 250 contacts
  • Unlimited Sales Opportunities, Cases, Custom Fields & Tracks

Professional – $18 per user/month

  • 30-day free trial
  • 10GB storage per user
  • 50,000 contacts
  • Unlimited Sales Opportunities, Cases, Custom Fields & Tracks
  • Activity reporting
  • Sales reporting
  • Sales forecasting
  • Premium integrations including Xero, FreshBooks, MailChimp, Wufoo & more

Teams – $36 per user/month

  • 30-day free trial
  • 20GB storage per user
  • 100,000 contacts
  • Unlimited Sales Opportunities, Cases, Custom Fields & Tracks
  • User access controls
  • Activity reporting & custom activity types
  • Advanced sales reporting
  • Reporting by team
  • Sales forecasting
  • Custom reports with Google Data Studio
  • Premium integrations including Xero, FreshBooks, MailChimp, Wufoo & more

What integrations are available for Capsule CRM?

Official Mobile App

  • Capsule Mobile

Contacts

  • Google Contacts
  • PieSync
  • Dedupely

Contracts & proposals

  • Proposable
  • NiftyQuoter
  • Quotient
  • Magento with Cart2Quote
  • PandaDoc
  • WebMerge
  • Signable
  • edocr
  • Direct Mail Manager
  • Better Proposals

Customer Success

  • Akita

Dashboards

  • Grappster
  • AppInsights
  • SalesWally
  • UnifiedVU

Email list marketing

  • MailChimp
  • Mad Mimi
  • MPZ Mail
  • E-goi

Google integrations

  • G Suite

Help desk

  • Zendesk
  • Freshdesk
  • Help Scout
  • SupportBee
  • Enchant
  • LiveHelpNow

Integration platforms

  • Zapier
  • Flow XO
  • Automate.io
  • Yoke.io
  • Cyclr
  • LeadsBridge
  • Integromat

Inventory management

  • Cin7
  • DEAR Systems

Invoicing & Accounting

  • Xero
  • KashFlow
  • FreeAgent
  • FreshBooks
  • ClearBooks
  • Billiving
  • Sage Business Cloud Accounting (UK)

Job & time tracking

  • Toggl

Migration services

  • Import2
  • Data2CRM

Mobile integrations

  • call2CRM (Android)
  • Business Card Reader for Capsule CRM (Android)

Office Management

  • Office R&D

Project Management

  • TidyWork
  • JIRA integration by TIG

Telephone & VoIP

  • Netfuse
  • Kixie
  • Callmaker
  • FONREACH
  • CircleLoop
  • Text Marketer

Website chat

  • ClickDesk
  • Userlike
  • Tidio

Website forms

  • Wufoo Forms
  • Ninjaforms
  • Gravity Forms

Want to develop your own integration?

Capsule’s RESTful API can be used by developers to create clever add-ons or to integrate Capsule with other applications.

Capsule CRM average rating:

Average score
5/5 (9 user reviews)
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Write your own review of this product

ADD A REVIEW

The most favorable review

Danny

PROS: Capsule provides us with powerful features and the integration with Google App is very useful. Also, this app provides us with wonderful features, such as: Contact management, feature for event management and tracking (making calls, mails, arrange meetings), Selling and creating partnership workflow. The reporting features provides us with ROI, income and selling options. In addition, we love Capsule integration with social networks and services and emails. The mobile support works great.

CONS: I need to use the calendar view feature more productively.

Reviewed 1 year ago

Read full review >

The least favorable review

Bruce

PROS: Capsule helps me to add custom fields and I am able to measure against those fields. I can easily manage my employee progress. I can even move items through the pipeline effortlessly.

CONS: I would like to see better reporting interface. To get a report I need to export data to a spreadsheet and to create my own. I don’t like this process at all.

Reviewed 2 years ago

Read full review >

More reviews from 9 actual users:

Sort by:

Latest
  • Latest
  • Most useful
  • Most positive
  • Most negative

Capsule helps me to keep things simple

Read full review >
Danny
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 08.09.2018 Company Size: 11-50 Employees Industry: Information Technology Service

PROS: Capsule provides us with powerful features and the integration with Google App is very useful. Also, this app provides us with wonderful features, such as: Contact management, feature for event management and tracking (making calls, mails, arrange meetings), Selling and creating partnership workflow. The reporting features provides us with ROI, income and selling options. In addition, we love Capsule integration with social networks and services and emails. The mobile support works great.

CONS: I need to use the calendar view feature more productively.

What do you think about this review? Great Poor

CRM system that helps us to stay in touch with our leads

Read full review >
Javier
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 27.08.2018 Company Size: 11-50 Employees Industry: Computer Software

PROS: Capsule is simple and easy to use, it allows us to create contacts, relationships and companies and to track all our contacts and their current work place. We can add notes, reminders and track items so we can stay in touch with our partners, customers and leads. It integrates well with HelDesk Software and email marketing automation.

CONS: They need to improve the search engine, it has some issues and bugs because when I want to add country the software thinks that I want to remove some categories.

What do you think about this review? Great Poor

Highly helpful solution for our business

Read full review >
Sonja
4/5

Overall Impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 18.08.2018 Company Size: More than 100 Employees Industry: Internet

PROS: I like that I can add custom fields and to measute against those fields. With it I can easily manage employee progress and workflows, and move items through the pipeline.

CONS: They could improive the reporting interface because in order to get a report I need to export data to a spreadsheet and to create own. The process is time consuming and unnecessary.

What do you think about this review? Great Poor

Intuitive and easy to use CRM

Read full review >
Josh
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 24.03.2018 Company Size: More than 100 Employees Industry: Marketing and Advertising

PROS: It’s easy to implement and the Capsule’s interface is very flexible. You can implement in different department with different customer management processes, you can set up this software easily.

CONS: I would like more detailed guide. To run this software you need some experience of CRM, but the Capsule is not very difficult.

What do you think about this review? Great Poor

Great CRM helps us to keep in touch with our contacts

Read full review >
Ryan
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 01.03.2018 Company Size: 11-50 Employees Industry: Computer Software

PROS: The software is easy to use and clear. Capsule allows you to create contacts, relationships and companies so you can easily track you contacts and where they work. Also, my team can add notes, tasks, reminders, follow up items so we can easily stay in touch with our partners, leads and customers. Capsule integrates well with our HelpDesk software and email marketing automation.

CONS: They need to work on their search engine, because whenever I want to search contact in UK and to add people in UK and France for e.g. The search feature won’t work. I would like to create list of three countries and export them into 1 csv, but the software responds like I want to remove categories to search for people. Later, we received a brief explanation how and when they plan to make changes.

What do you think about this review? Great Poor

It needs some improvements but it is highly functional for our businesses

Read full review >
Lorena
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 05.02.2018 Company Size: 1-10 Employees Industry: Information Technology Service

PROS: I like that within Capsule I can create detailed customer databse for each contact and company with thorough profile. I can contact them through email and import contacts from previous systems.

CONS: They could make the software more automatic, there are still some things that we have to do manually. Also, i’d like to see feature that would allow me to export and re-import contacts by using contact’S ID, a feature to spot and correct duplicate entries, more features for its search engine.

What do you think about this review? Great Poor

With Capsule all things are simple

Read full review >
Tom
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 31.01.2018 Company Size: 11-50 Employees Industry: Information Technology Service

PROS: Capsule has great set of features and powerful integration with Google App. Features I like most are contact management, tracking features like (making calls, mails, arranging meetings), selling and creating workflow and even the reporting feature that has great ROI, income and seeling options. In addition, there are great integrations with social networks, mails and services.

CONS: I don’t have dislikes about this system, everything works great.

What do you think about this review? Great Poor

Great customization tool

Read full review >
Bruce
4/5

Overall Impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 22.01.2018 Company Size: More than 100 Employees Industry: Internet

PROS: Capsule helps me to add custom fields and I am able to measure against those fields. I can easily manage my employee progress. I can even move items through the pipeline effortlessly.

CONS: I would like to see better reporting interface. To get a report I need to export data to a spreadsheet and to create my own. I don’t like this process at all.

What do you think about this review? Great Poor

Easy to use CRM tool

Read full review >
Eloise
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 20.12.2017 Company Size: 1-10 Employees Industry: Information Technology Service

PROS: Capsule allows me to create detailed customer database for each of the contacts and companies with detailed profiles. I am able to contact them via email and I can import contacts from previous systems as well.

CONS: I think they need to include these features, so I don’t have to do the work manually. I need features to export and re-import contacts by using only the contact’s ID number, I want feature to spot and correct duplicate entries, and they need to implement more feature into their search engine, for e.g. they could implement more detailed search options.

What do you think about this review? Great Poor
Reviewed By Louie Andre
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