Capsule Features List

Capsule Reviews

Capsule

Take care of your customers and sales opportunities

4.35/5 (52 reviews)
7     5,112

Capsule Feature Summary

  • 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

Customer Management Feature Comparison

Most popular features of all Customer Management apps

API (271 other apps)
Activity Dashboard (126 other apps)
Activity Tracking (91 other apps)
Automatic Notifications (123 other apps)
Automatic Reminders (120 other apps)
CRM Integration (92 other apps)
Calendar Management (116 other apps)
Contact Database (94 other apps)
Custom Fields (98 other apps)
Customer Database (99 other apps)
Customizable Branding (118 other apps)
Customizable Reporting (105 other apps)
Customizable Templates (98 other apps)
Data Import/Export (115 other apps)
Electronic Payments (94 other apps)
Email Integration (114 other apps)
Mobile Integration (90 other apps)
Reporting & Statistics (104 other apps)
Social Media Integration (109 other apps)
Third Party Integration (117 other apps)

Competitor Feature Comparison

Mobile apps

iOS App


61 reviews

See all iOS Apps

Requires iOS 9.3 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


0 reviews

See all Android Apps

Capsule Feature Reviews

25 reviewers had the following to say about Capsule's features:

Graham Hyman

Verified Reviewer

Excellent basic CRM tool

2016-01-06

I have used Capsule for over 5 years and have a database of over 10,000 contacts.

Pros

Very reasonable subscription cost (USD12 per user per month) Good task management system Fast God and easy reporting Easy export, good import Good integration with external programs (I use MailChimp and Xero)

Cons

No HTML on stored emails Very limited boolean filtering on lists

Rating breakdown

Value for money
Ease of use
Customer support

Time used: 1-2 years

Source: GetApp
Helpful?   Yes   No
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Reuben Sweeney

Verified Reviewer

Bang-for-buck the best CRM for Xero

2017-04-26

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: GetApp
1 of 1 people found this review helpful
Helpful?   Yes   No
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Coen Meerbeek

CapsuleCRM is social

2012-02-29

We compared different CRM systems and we wanted the Facebook / Twitter / LinkedIn information within our database. Capsule does a really good job in synchronizing this information.

Pros

- social account integration (pictures and latest intell) - gmail gadget!!!

Cons

- performance webapp

Source: GetApp
2 of 2 people found this review helpful
Helpful?   Yes   No
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Mauro Pugliese

An "Honest and Basic" CRM for sme

2016-12-08

All the rest should be managed via API

Pros

Easy to use Nice integration with Socials to retrive people information (pictures) Some basic easy to use integration with msot popular tools like Mailchimp, Xero, Zendesk Good the App for iOS

Cons

Limited tools integration No a really solution to manage sales cycles and tickects

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10

Recommendations to others considering Capsule

More integrations with tools like Campaign Monitor, Atlassian Service Desk, Quickbooks

Source: Capterra
Helpful?   Yes   No
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Anonymous
Sales and Marketing Associate (Computer Software company, 11-50 employees)
Verified Reviewer

Its good but it can be un-intuitive sometimes

2016-09-28

Capsule is the CRM system where I work.

Pros

Easy to use API

Cons

Bit of an eyesore design unintuitive

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Recommendations to others considering Capsule

Shop Around.

Source: GetApp
0 of 1 people found this review helpful
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Anonymous
(Information Technology and Services company, 1-10 employees)
Verified Reviewer

Simple and smart CRM solution for startups!

2018-04-27

Pros

Invoices and overdue payments can also be seen in one place inside Capsule.

Cons

Capsule integration with third-party apps is really good but not perfect.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: GetApp
Helpful?   Yes   No
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Siiri Nathalie Bruun

Verified Reviewer

Great system!

2015-04-25

The system allows an easy overview of customers/clients/contacts and with the integration with e.g Zendesk we were able to support our technical team.

Pros

Easy to use Nice design Very good customer support Great overview Nice integrations

Source: GetApp
1 of 1 people found this review helpful
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AM Siddiquie

Verified Reviewer

Best for Lead Management

2017-06-08

Pros

Its best for lead management, user friendly and easy to understand for new users. Contact management & Association with organisation

Cons

trying to find out but unable, it they have covered every concerned aspect of application, however ability to integrate with other application with be an added feature if possible

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: GetApp
Helpful?   Yes   No
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Edo Modun

Finaly a solution for my needs!

2017-04-13

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.

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

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Capsule

Perfect for small teams. Already sugested to some of my business partners that are using it today.

Source: Capterra
Helpful?   Yes   No
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Nicola Cooper

Great for very basic user...

2017-11-17

Pros

Really easy to use and get up and running with Capsule - a simple workflow included at a great price.

Cons

The reporting is very light with no obvious integration offered and lack of user permissions a deal breaker :-(

Rating breakdown

Value for money
Ease of use
Features

Time used: Free Trial

Frequency of use: Other

Likelihood to recommend

8/10
Source: Software Advice
Helpful?   Yes   No
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Robin Vanderbilt

Verified Reviewer

Easy, user-friendly, inexpensive

2015-11-08

I've been using Capsule CRM in a few different organisations for about 2 years.

Pros

Lists of contacts and/or organisations can be generated based on field or tag criteria Data-tagging is a great way to use additional fields within a tag Integration with other systems is seamless Email dropbox is handy for sending notes or copying client correspondence via email Tracks are an absolute life-saver - you can set up tasks in a track to help manage a case or opportunity

Cons

Multiple tasks in tracks can't be allocated to employees

Rating breakdown

Value for money
Ease of use
Customer support

Time used: 1-2 years

Source: GetApp
Helpful?   Yes   No
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Iain Faulds

A solid CRM

2017-01-06

Capsule is a solid CRM that has great integrations.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
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Jacob Geismar

Great Tool

2016-10-07

Pros

It is highly customizable, integrates fairly well with gmail and google calendar, and it is simple enough to easily navigate and stay focused on the task at hand.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
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Harry James

Great lightweight CRM

2016-11-07

Capsule CRM is a great lightweight CRM which lets you get started straight away.

Pros

Easy to use Very little Setup Great integrations

Cons

Not a marketing automation + CRM

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10

Recommendations to others considering Capsule

Ready to go out of the box and great for a business starting up

Source: Capterra
Helpful?   Yes   No
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Adam Hull

A great lightweight CRM

2017-12-21

I've really enjoyed using Capsule CRM as an inexpensive, efficient way to monitor my interactions with my top prospects.

Pros

- Mobile app - Ease of use - Ability to print (I know, old school, but I enjoy being able to print off a list of prospects and dial them) - Tags/categorizations so I can sort different types of leads, prospects, and clients.

Cons

At times, difficult to integrate with texting/calling.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Software Advice
Helpful?   Yes   No
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James Bryant

It's pretty good but quite complex

2017-08-23

CRM management that works online and on mobile devices!

Pros

Which I guess is a negative, but for the businesses who need a CRM tool that does EVERYTHING, this would be a great solution.

Cons

My CRM needs are probably not that big, which means that a lot of the tools get in the way, they don't feel easy or smooth to get to.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
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Tony Miller

Good tool for planning project pipeline.

2016-10-03

For us this product does a good job of a fairly simple specific task. It tracks our sales pipeline and we use the charts for planning resourcing and capacity.

Pros

Integration with xero.

Rating breakdown

Value for money
Ease of use
Features

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
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David Ferguson

Great Small Business CRM

2011-08-29

Easy to integrate via email or API. The only negative right now is it doesn't have security, any user with access can see everything and do everything.

Pros

The best thing I like about it is the dropbox and being able to leverage email to create notes, opportunities, tasks and the best part is that it auto-creates the customer if they don't exist.

Cons

They really need to add access control and security. Right now everything is wide open which is fine for a small business but as a business grows, it will be key to have the security. I hope they add it soon.

Source: GetApp
11 of 11 people found this review helpful
Helpful?   Yes   No
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Richard Cowan

Invaluable

2017-09-07

Contact management.

Pros

Setting and completing tasks is easy. The link to iCalander is good.

Cons

Cannot print the contact name, address and notes on one report.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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Yan Fedorov

We tried to fit Capsule to our sales process but messed some features.

2018-03-31

Pros

This software integrates well with G Suite - and we love and use G Suite.

Cons

Some features we need are only in advanced edition, tracking of emails is done via bcc.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
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Anonymous
A verified reviewer

OK CRM for the Price

2017-12-21

I have to have a CRM in place for my company to keep clients tasks organized.

Pros

I have a list of my Contacts, I can create tasks, make tags, and create pipelines.

Cons

I can only upload one document at a time which is annoying. The automatic email BCC doesn't work for me to record in my notes so I always have to copy and paste.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
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Kelly Moran

User Friendly

2018-01-11

Pros

We like the way that Capsule integrates with Freshbooks as well as with Gmail.

Cons

We would like to be able to have a way to job cost within Capsule and integrate that into the Freshbooks program.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Software Advice
Helpful?   Yes   No
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Jason Briggs

Stands out from the crowd

2016-10-10

Having used a number of CRMs, Capsule has stood out as an excellent all round package.

Pros

It can be tailored to a significant extent Easy to track relationships and communications Easy to assign and track tasks Nice light easy to navigate interface

Cons

It's export functionalities and query are somewhat limited

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Steve Messer

Excellent for bootstrapped budgets

2017-02-10

Capsule CRM allows us to easily record customer details via their API and log all emails using the drop box email address.

Pros

The features we needed for our small user base are free, I really hope we can join a paid plan and support this product!

Rating breakdown

Value for money
Ease of use
Features

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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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.

2017-11-08

Easy note taking which facilitates better interaction with my clients.

Pros

Creating custom fields is also a breeze and makes my life a lot easier.

Cons

I really don't like the huge gap between a free account and a professional account. They need to increase storage limits AND create a plan between free and professional price points for smaller businesses. This is what really holds me back from doing more with this software, and keeps me in the market for different software constantly.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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