Capsule Pricing, Features, Reviews & Comparison of Alternatives

Capsule

Take care of your customers and sales opportunities

4.54/5 (114 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
Free
Subscription
Free trial
 
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Canada, United Kingdom, Australia, China and 5 other markets, India, Japan, Germany, Brazil, Mexico

Supported languages

English
Capsule screenshotCapsule screenshotCapsule screenshotCapsule screenshotCapsule screenshot: Organize users into Teams and control access through rolesCapsule screenshot: Contact SummaryCapsule screenshot: Home DashboardCapsule screenshot: Task CalendarCapsule screenshot: Customizing with Custom FieldsCapsule screenshot: Global SearchCapsule screenshot: Mobile AppCapsule screenshot: Mobile App TasksCapsule screenshot: Mobile App Sales Pipeline

Capsule user reviews

Value for money
Features
Ease of use
Customer support
  4.6
  4.3
  4.6
  4.5
Peter Moore

Best CRM I've ever used

Used daily for 6-12 months
Reviewed 2020-11-04
Review Source: Capterra

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!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Peter Ryan

wonderful Software for every business

Used daily for 2+ years
Reviewed 2020-11-20
Review Source: Capterra

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!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Anonymous

Features and Format Lacking, Good for the Basics

Used daily for 6-12 months
Reviewed 2018-09-07
Review Source: Capterra

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.

Rating breakdown

Ease of use
Features

Likelihood to recommend: 3/10

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REBECCA HILTON

Capsule Review

Used daily for 6-12 months
Reviewed 2020-09-24
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Dave Sewell

Simple and Functional

Used daily for 2+ years
Reviewed 2020-09-07
Review Source: Capterra

My needs for tracking client opportunities are simple and this CRM does everything I need of it. I mainly use it for recording my meetings and coaching sessions with my clients. This functionality is easy to use and it is easy to search clients later to see what was last talked about.

Pros
It is incredibly easy to set up, very simple to use and I like it's integration with Xero.

Cons
Sending email from the system get stored in dropbox, not ideal if you don't use dropbox

Response from Zestia


Hi Dave,

Chloe from Capsule here. Thanks for your feedback - we're glad you like the integration with Xero. In terms of the Drop Box I have good news as the Capsule Drop Box is not the same as the file storage service Dropbox.com. The Capsule Drop Box is effectively an email address that you use to BCC or forward your emails to which in turn stores them against the relevant contact in your Capsule account. This is what non-google users use for storing emails. You can learn more about storing emails using the Capsule Mail Drop Box here: https://capsulecrm.com/support/setup-and-configuration/storing-emails/#understanding-the-mail-drop-box.
If they are finding that emails aren't being stored on their contacts as expected, could you please email support@capsulecrm.com and we can investigate further.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Capsule pricing

Starting from
$18/month
Pricing options
Free
Subscription
Free trial
 
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
Calendar Management
Contact 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 (239 other apps)
Electronic Payments (173 other apps)
Real Time Data (157 other apps)
Surveys & Feedback (183 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

  • 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
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.