Capsule Pricing Plan & Cost Guide

Pros
It is really simple to use and cheap. You can easily seed populate in just a few hours and get working fast. Even completely non-tech savvy users will pick it up almost immediately.

Cons
It has no way to easily manipulate multiple records, which means building campaign lists or cleaning up data is a tedious manual process. The import capabilities are very limited and will often duplicate records so you cannot even edit them offline and import the updates. The search function is poor around unstructured data so any legacy data MUST be well categorised using Tags from you seed import or you will never be able to maximise value from it.

Rating breakdown

Likelihood to recommend: 2/10

Pros
Price, ease of use, speed

Cons
There are actually a handful of features that I would like but are missing. There are workarounds, however.

Rating breakdown

Likelihood to recommend: 10/10

Pros
It's intuitive so getting your team on it and started won't be difficult, even if they're not tech savvy. The layout is clean and straightforward too - helps keep the focus on selling (your initial contact with prospects and the required follow up). Priced fairly too.

Cons
If you have a big team, you can probably find other alternatives for what it will end up costing you. The general features are great but once you move into more of the advanced stuff, it can be a headache - those who aren't tech savvy will struggle.

Rating breakdown

Likelihood to recommend: 7/10

Pros
Wonderful interface and functionality that exceeded our previous setup. Slowed much greater control and tracking of our client info and project sales made.

Cons
Pricing is a little higher per person but aside from that the benefits outweighed the cost. Smaller companies may do with one installation as we have trialed other crm software and found that for our setup a single implementation sufficed.

Rating breakdown

Likelihood to recommend: 8/10

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

Likelihood to recommend: 8/10

Pros
Capsule serves all its purposes very satisfactorily. It doesn't have very many bells and whistles, or email campaign options like other CRM databases, but it is very useful for logging contact information, making notes, generating tasks, and running reports. You can categorize contacts by organization, people, and deal opportunities, and also by customized tags and custom fields.

Cons
Very few things to dislike. The only way to export contacts with notes is to export the entire database into Excel and sort from there; there is no option within the database's reporting capabilities to generate the notes for specific contacts. Capsule also does not have email campaign capabilities or drip campaign options, but those are high-price items that only come with the big CRM monsters.

Rating breakdown

Likelihood to recommend: 8/10

Rating breakdown

Pros
Great value for money

Cons
Not for B2C businesses

Rating breakdown

Pros
We love capsule and how easy it is to use. We used salesforce on a clients account and found it very difficult to use and learn. Capsule pricing is very fair and it is great with g-suite integration.

Cons
Capsule does have limited functionalities. The free version is also very limited as it is only available for 250 contacts or less.

Rating breakdown

Likelihood to recommend: 9/10

Pros
Affordable to start with - FREE limited to 250 contacts Web based - nothing to install Easy to use and configure - excellent online documentation and support FAQs. Easy UI. Scalable - affordable you grow Browser based - works with mobile devices and Windows, Mac or other platform

Cons
None I can see so far.

Rating breakdown

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

Likelihood to recommend: 10/10

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

Likelihood to recommend: 8/10

Pros
The best thing about Capsule is how helpful it is with keeping me organized. We have over 100 clients that I need to keep track of. With each client at a different phase, it could become overwhelming to keep track of all of the details. Capsule helps me stay on top of everything

Cons
Tracking emails is a little cumbersome. I BCC a capsule email address associated with a project. When a client replies to that email the BCC is not copied, so that email does not get tracked. I could copy the email address, but that is not something I want the client to see,

Rating breakdown

Likelihood to recommend: 10/10

Pros
Good value for money, quick setup, reasonably customizable, easy to use. Good integration with G-Mail and Mailchimp.

Cons
Bulk editing was a bit weak for a long time, but got massively improved this year (2018). Integration through Zapier with our accounting software Bexio doesn't support our use cases.

Rating breakdown

Likelihood to recommend: 10/10

Pros
Capsule has a really nice UI. There is no clutter. Capsule has auto-save which prevents you from leaving a window before you 'save'. Critical for me. Has a 'case' module which is usually found in more expensive software.

Cons
Capsule is a perhaps a little bit 'too simple'. You may soon outgrow it. Does not have auto-followup which would pop up after a task completion.

Rating breakdown

Likelihood to recommend: 9/10

Pros
Capsule is flexible, easy to grasp, and fairly straightforward. But if you want to dig deeper and use all the features and strategies, you can absolutely get more out of it. It made the whole concept of a CRM come alive for me. It's also really affordable! Other CRMs are more powerful (and harder to learn) but there's no way our company could've afforded those.

Cons
I wish that they had a way to label an individual as being employed at more than one company, and recording past employers. A more detailed walkthrough of "cases" would be really useful, since that's what people ask me about the most (and don't seem to understand, for whatever reason). Also, it would be amazing if Capsule had tutorial videos on their YouTube channel, like a lot of other CRM companies do. Finally, user permissions would be nice (but not something that is a particularly sore spot--you get what you pay for).

Rating breakdown

Likelihood to recommend: 10/10

Pros
Many years ago before I used Capsule, I researched up and down different CRM solutions. Capsule was the most reasonable as far as pricing goes, and their interface and features is one of the best. It's a powerful CRM that allows a lot of customizations, which is what I need. I highly recommend Capsule! They're always listening to users and coming up with new features that make the CRM better and better through time.

Cons
Honestly, I don't really have much to complain about Capsule!

Rating breakdown

Likelihood to recommend: 10/10

Pros
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.

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

Likelihood to recommend: 8/10

Pros
Intuitive UI Easy to use Uncomplicated Email dropbox

Cons
Could do with more options to prioritise tasks - they just get served up in date order, irrespective of whether or not they are important. This makes the task feature effectively unusable.

Rating breakdown

Likelihood to recommend: 8/10

Pros
We like the way that Capsule integrates with Freshbooks as well as with Gmail. This is very useful for our business.

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

Likelihood to recommend: 9/10

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

Pros
- social account integration (pictures and latest intell) - gmail gadget!!! - contact sync in Google Contacts - SSO via Google Apps - webapp - ease of use - support - salescycle possibilities

Cons
- performance webapp

Rating breakdown

Pros
One of the problems with CRMs is that they are usually developed for a certain case scenario and that setup is not quite what you need. Capsule is nice and simple and pretty intuitive. It's Gmail integration is useful and you can easily add custom fields. Another big plus is the mobile app. These features make for a CRM that you can have up and running and grasp the basics by the end of the day. It is also very affordable, you can even use it for free. I have used it, still use it, and recommend it.

Cons
The mobile app is nice but could use some polishing. The UI is decent but could be better, more visual.

Rating breakdown

Likelihood to recommend: 9/10

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

Likelihood to recommend: 6/10

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

Likelihood to recommend: 10/10