Capsule Pricing, Features, Reviews & Comparison of Alternatives

Capsule

Take care of your customers and sales opportunities

4.44/5 (86 reviews)

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.
capsulecrm.com

Pricing

Starting from
$18/month
Pricing options
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Asia, Australia, Brazil, Canada and 9 other markets, China, Europe, Germany, India, Japan, Latin America, Mexico, Middle-East and Africa, United Kingdom

Supported languages

English
Capsule screenshot: Contact SummaryCapsule CRM IntroCapsule screenshot: Home DashboardCapsule screenshot: Task CalendarCapsule screenshot: Sales PipelineCapsule screenshot: Sales Opportunity SummaryCapsule screenshot: Customizing with Custom FieldsCapsule screenshot: Global SearchCapsule screenshot: Mobile AppCapsule screenshot: Mobile App TasksCapsule screenshot: Mobile App Sales PipelineCapsule screenshot: Sales PipelineCapsule screenshot: ReportsCapsule screenshot: Organize users into Teams and control access through roles

Capsule reviews

Value for money
Features
Ease of use
Customer support
  4.5
  4.2
  4.5
  4.3
Beth Love

Best in Class CRM

Used weekly for 2+ years
Reviewed 2019-11-26
Review Source: Capterra

I originally acquired Capsule to keep track of customers, potential customers, task management, and event management for a coaching and education business. I continue to track coaching clients in the software, but now I primarily use it for event and task management for a grassroots nonprofit.

Pros
Capsule is a CRM system that delivers excellent support for a small cost. It is more customizable and has more features and greater ease of use than others in its price range. It was fairly easy to set up, customize, and learn using the provided guides and the responsive customer service team. It easily supports tracking of all actions related to an entity in one place. It has a number of built-in APIs for integration with email marketing tools and other applications. I really appreciate the task tracking, the ability to track potential customers through a customizable sales funnel, and the capacity for creating cases for tracking interactions with related to a particular person, organization, or project. I also like the ease with which I can create my own "tracks" for processes that I often repeat.

Cons
The things I would want in a CRM application that are not present in Capsule are all things for which I would expect to spend more money. For example, if I were to spend more money on a CRM, I would look for one that includes volunteer sign up forms and the ability for donors to manage their own profiles and track their own donations. It is a pretty simple tool, but again, very robust for the price.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

Minimize review

Bill Bardon

Quick to set up and start getting results

Used daily for 2+ years
Reviewed 2018-09-14
Review Source: Capterra

I've used Capsule for several years, as both a free and paid subscriber. It fits like a glove. Does what I need, doesn't force me into a different way of working, has been reliable (if it's ever been down, it wasn't any time I accessed it.) The company is actively developing it. I have used at least a dozen small-business CRM systems. Capsule is like my favorite pair of jeans -- it fits, never gets in the way, and makes me look good!

Pros
Capsule is a good fit for my business. I'm a sole prop. consultant. I need to stay on top of my relationships with each customer to exceed their expectations. With Capsule on my laptop and phone, I can refer to past interactions and update with new ones in real time. With Capsule, I can create my own custom "tracks", action step lists to follow for any process in my sales or support functions. I can create my own custom fields and color-coded tags. There are a good number of integrations with other web apps, you just have to see if yours is on the list. I use it with Harvest for time recording and Xero accounting. They also offer a good API. It took me an evening to write a script to copy every action logged in Harvest into the customer notes in Capsule. I have no use for the team collaborative aspects of Capsule so can't comment on them.

Cons
The only complaint I have is a minor one - I liked the calendar task view better before the recent update. Now I can't see all my tasks for the month at once, it truncates after 3 or 4 on any given date, and hides the rest. I can still view all the tasks for a day by clicking on it, but it's a slower way to reorganize on a grand scale.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 8/10

Minimize review

David Wain

Quick and useful to get ourselves organised but the limitations are starting to show

Used daily for 1-2 years
Reviewed 2019-11-26
Review Source: Capterra

It's our 2nd management tool - the first one was overly complicated and this is quite simple The Dropbox solution is a bit of a fudge but it works most of the time. The tasks system and visual customisation leave a lot to be desired.

Pros
It's fast and simple, a young British company. which we wanted to support. Its online and accessible on an app It does a lot of what we originally needed

Cons
The tasks and the layout - lack of customisation - colours or icons - fields can be hard to identify at a glance. Starts to get expensive with more users - if I could role out viewing to my whole team (no input) it would be handy - but i can't justify £300 a month We no longer use the sales side - that didn't really work for our company - now just use the contacts, tasks, recording of data

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 6/10

Minimize review

Edo Modun

Finaly a solution for my needs!

Used daily for 6-12 months
Reviewed 2017-04-13
Review Source: Capterra

For last few years I had a problem with my comunication with old and new clients. Too many pressure and too much information noise casued a problem of following up possible new clients and opportunities. My first solution was standard PIM software. Soon I discovered that only part of my problems were solved. Problems that become so evident were following up new opportunities and contacts history. I found some other partial solutions for these problems but was necessary to work, mantain and balance with diferent solutions, multiple insertions of same data and so on. Looking for better solution I got to start with some offline CRM solutions, and I tested several ones. Every program had some part that were interesting to me but neither had all of options that I was looking for. Some prgrams were fantastic but expensive or they needed dedicatd servers. Most of them had so many options that I don't need for my work and can be applied in some other sectors. Finally, on one webpage that was doing reviews of buisiness software there was a list of several on-line CRM solutions and so I decided to try some of them. As 3rd, or 4th, started with CAPSULE CRM. Everything that I needed was there: database of contacts, history (well done), opportunities,...Also flexibility for procedures and all sorf of extra activities was there. PERFECT. Mobile apps is must have when You are out of the office. Today on my computers 2 web pages are always ON during work time: webmail and CAPSULE.

Pros
Free version is mostly perfect for my needs. Contacts database, contacts history, opportunities creating and following, procedure design and editor, flexibility.

Cons
Free version have a limit to 250 contacts.

Rating breakdown

Value for money
Ease of use
Features

Likelihood to recommend: 10/10

Minimize review

Reuben Sweeney

Bang-for-buck the best CRM for Xero

Used daily for 2+ years
Reviewed 2017-04-26
Review Source: GetApp

Pros
Capsule does everything a CRM should: - All of your organisation and contact information in one place - Heaps of available integrations including MailChimp and Xero - Mobile app for capturing new leads - Customisable opportunity management - Customisable case (ticket) management - Email integration makes tracking email correspondence easy - Custom fields allow you to update your

Cons
Capsule has several weaknesses you should be aware of: - The opportunity management is customisable but fairly basic. Its great if you currently have no visibility of your pipeline, stages, value, probability or timeframes. There are apps out there that do these features better but not with all the other great stuff Capsule can do at the same price point. - Capsule is not a marketing automation tool but will help with your marketing - Capsule is not a sales pipeline tool but will improve your pipeline visibility - Capsule is not an email client - Capsule is not your accounts receivable management tool but will improve your collections

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 8/10

Minimize review

Capsule pricing

Starting from
$18/month
Pricing options
Free
Free trial
 
Subscription
View 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 features

API
Activity Dashboard
Activity Tracking
CRM Integration
Calendar Management
Custom Fields
Customer Database
Customizable Branding
Customizable Reporting
Customizable Templates
Data Import/Export
Email Integration
Reminders
Reporting & Statistics
Social Media Integration
Third Party Integration

Automatic Notifications (201 other apps)
Electronic Payments (134 other apps)
Real Time Data (131 other apps)
Surveys & Feedback (131 other apps)

Security and privacy

Encryption

Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options
This will ask you to sign in with LinkedIn

Additional information for Capsule

Key features of Capsule

  • Get a complete contact view
  • Manage your sales pipeline
  • Manage your to-do list and calendar using tasks
  • Customize Capsule to fit your business
  • Manage groups of contacts with lists
  • Access your account from anywhere, securely
  • Arrange Capsule into Teams
  • Team management & user access controls
  • Activity & sales reports
View All Features

Benefits

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.