Capsule Pricing, Features, Reviews & Comparison of Alternatives

Capsule

Take care of your customers and sales opportunities

4.41/5 (71 reviews)

Capsule overview

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

You can manage your sales pipeline: track bids, deals, proposals and other opportunities. see it all in the sales dashboard.

You can organise your emails: easily link emails into Capsule when you send or receive emails from your contacts.

You can have a complete history in one place: attach notes, conversations, docs and files right into a contact’s history so it’s easily available.

You can make sure things get done: create tasks and share with co-workers. don’t miss that proposal deadline or customer call.

You can make it fit your business: customize Capsule by adding the data fields you need. brand it with your colors and logo.
capsulecrm.com

Pricing

Starting from
$15/month
Pricing options
Free
Free trial
 
Subscription
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Asia, Australia, Canada, China and 5 other markets, Europe, India, Latin America, 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 Pipeline

Capsule reviews

Value for money
Features
Ease of use
Customer support
  4.5
  4.1
  4.5
  4.3
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! 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.

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

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Reuben Sweeney

Bang-for-buck the best CRM for Xero

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

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

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James Pollard

One of the best CRMs I've ever used

Used daily for 2+ years
Reviewed 2017-12-28
Review Source: Capterra

Capsule has allowed me to keep track of all my leads and prospects. Because I can see how I've interacted with them in the past, I'm able to tailor my follow-up process to ensure a higher conversion rate. Capsule paid for itself in a very short period of time. I love the fact that Capsule is one of the easiest CRMs to use. One of the reasons salespeople don't use CRMs is because they feel overwhelmed or because there's a huge learning curve. Not with Capsule. It's easy to learn and they also have a really cool app that allows you to track your contacts directly from your phone, which means you can stay on top of your sales process.

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Scott Friend

I use this daily as a CRM for my small business contacts, and love how quick and easy it is to use.

Used daily for 6-12 months
Reviewed 2017-11-08
Review Source: Capterra

Easy note taking which facilitates better interaction with my clients. I love the central location of all my info and that I can access it on my smart devices too.I love how easy it is to complete just about any task imaginable. I make a LOT of notes for my customer accounts, and I love how each note can have any number of file attachments to them, but all the attachments for ALL the notes are also kept in a different area. Being able to integrate with my Google Apps account is a BIG plus, as is the ability to have emails I send instantly saved to customer records without me doing anything. Creating custom fields is also a breeze and makes my life a lot easier.

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Capsule pricing

Starting from
$15/month
Pricing options
Free
Free trial
 
Subscription
View Pricing Plans

30-day free trial (requires credit card).

Free edition: up to 2 users, 10MB storage, and 250 contacts

Professional edition: $15 per user, per month with 2GB storage per user and up to 50000 contacts.

Capsule features

API
Activity Dashboard
Activity Tracking
Calendar Management
Contact Database
Custom Fields
Customizable Branding
Customizable Reporting
Data Import/Export
Reporting & Statistics
Social Media Integration
Third Party Integration

Automatic Notifications (151 other apps)
Automatic Reminders (147 other apps)
CRM Integration (106 other apps)
Customer Database (112 other apps)
Customizable Templates (123 other apps)
Electronic Payments (111 other apps)
Email Integration (139 other apps)
Mobile Integration (114 other apps)

Security and privacy

Encryption

Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options

Data policy

Data backup in multiple locations/GEO regions
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
View All Features

Benefits

Main benefits are:

Get a complete contact view.
Manage your to-do list and calendar using tasks in Capsule to ensure things don't get forgotten.
Create custom categories using tags such as vendor, lead, customer.
Manage groups of contacts with lists.
Capsule connects with popular applications.