About 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.

Pricing starting from:

US$18.00/month

  • Free Version
  • Free Trial
  • Subscription

Key benefits of Capsule

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.
  • Typical Customers

    • Freelancers
    • Small Businesses (2-50)
    • Mid-size Companies (51-500)
    • Large enterprises (500 and more)

    Deployment

    • Cloud-based
    • On-premise

    Markets

    United Arab Emirates, Argentina, Austria, Australia, Belgium , Bolivia, Brazil, Canada, Switzerland, Chile, China, Czechia, Germany, Denmark, Estonia, Spain, Finland, France, United Kingdom, Greece, Croatia, Ireland, India, Iceland, Italy, Japan, Lithuania, Latvia, Mexico, Netherlands, Norway, New Zealand, Peru, Poland, Portugal, Romania, Russia, Sweden, Singapore, Ukraine, United States, South Africa

    Supported Languages

    English

    Pricing starting from:

    US$18.00/month

    • Free Version
    • Free Trial
    • Subscription

    Images

    Capsule Software - 1
    Capsule Software - 2
    Capsule Software - 3
    Capsule Software - 4
    Capsule Software - Organize users into Teams and control access through roles
    Capsule Software - Contact Summary
    Capsule Software - Home Dashboard
    Capsule Software - Task Calendar
    Capsule Software - Customizing with Custom Fields
    Capsule Software - Global Search
    Capsule Software - Mobile App
    Capsule Software - Mobile App Tasks
    Capsule Software - Mobile App Sales Pipeline
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    Capsule Software - 1
    Capsule Software - 2
    Capsule Software - 3
    Capsule Software - 4
    Capsule Software - Organize users into Teams and control access through roles
    Capsule Software - Contact Summary
    Capsule Software - Home Dashboard
    Capsule Software - Task Calendar
    Capsule Software - Customizing with Custom Fields
    Capsule Software - Global Search
    Capsule Software - Mobile App
    Capsule Software - Mobile App Tasks
    Capsule Software - Mobile App Sales Pipeline

    Features

    Total features of Capsule: 89

    • API
    • Access Controls/Permissions
    • Activity Dashboard
    • Activity Management
    • Activity Tracking
    • Alerts/Notifications
    • Appointment Management
    • Assignment Management
    • Business Process Control
    • CRM
    • Calendar Management
    • Calendar Sync
    • Calendar/Reminder System
    • Campaign Management
    • Cataloging/Categorization
    • Client Management
    • Collaboration Tools
    • Commenting/Notes
    • Configurable Workflow
    • Contact Database
    • Contact Management
    • Customer Database
    • Customer Segmentation
    • Customer Support
    • Customizable Branding
    • Customizable Fields
    • Customizable Reports
    • Customizable Templates
    • Dashboard
    • Data Import/Export
    • Data Synchronization
    • Data Visualization
    • Document Management
    • Document Storage
    • Drag & Drop
    • Email Management
    • Email Marketing
    • Email Response Control
    • Email Templates
    • File Management
    • For Real Estate
    • For Small Businesses
    • For Startups
    • Forecasting
    • Graphical Data Presentation
    • Interaction Tracking
    • Lead Capture
    • Lead Distribution
    • Lead Management
    • Lead Nurturing
    • Lead Qualification
    • Lead Segmentation
    • Marketing Automation
    • Mobile Access
    • Monitoring
    • Multi-Currency
    • Opportunity Management
    • Performance Metrics
    • Pipeline Management
    • Pipeline Reports
    • Predictive Analytics
    • Projections
    • Prospecting Tools
    • Quotes/Estimates
    • Real Time Notifications
    • Referral Tracking
    • Reminders
    • Reporting & Statistics
    • Reporting/Analytics
    • Role-Based Permissions
    • Sales Activity Management
    • Sales Forecasting
    • Sales Pipeline Management
    • Sales Reports
    • Sales Trend Analysis
    • Search/Filter
    • Segmentation
    • Social Media Integration
    • Source Tracking
    • Tagging
    • Task Management
    • Task Scheduling
    • Template Management
    • Territory Management
    • Third Party Integrations
    • Visual Analytics
    • Web Forms
    • Workflow Management
    • XML / RSS

    Alternatives

    HubSpot CRM

    4.5
    #1 Alternative to Capsule
    Save valuable selling time with HubSpot CRM that takes care of all the little details from recording calls, logging...

    Zoho CRM

    4.3
    #2 Alternative to Capsule
    Zoho CRM is a cloud-based customer relationship management (CRM) software that helps businesses of all sizes close...

    Pipedrive

    4.5
    #3 Alternative to Capsule
    Pipedrive is a CRM & pipeline management tool for small and medium sized sales teams that helps users focus on actions...

    Salesforce Sales Cloud

    4.4
    #4 Alternative to Capsule
    Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. Sales Cloud...

    Reviews

    Overall rating

    4.5 /5
    (146)
    Value for Money
    4.6/5
    Features
    4.3/5
    Ease of Use
    4.6/5
    Customer Support
    4.5/5

    Already have Capsule?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Write a Review!
    Showing 5 reviews of 146
    Ilia
    Overall rating
    • Industry: Information Technology & Services
    • Company size: 2-10 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Likelihood to recommend 10.0 /10

    Pretty good.

    Reviewed on 10/02/2021

    Overall experience was positive. It's a solution that I recommend to people.

    Overall experience was positive. It's a solution that I recommend to people.

    Pros

    What initially attracted us to this CRM was its cost effectiveness. I was impressed by how easy it was to deploy and run. The mobile app was pretty solid, easy to use and probably better or on par with some of the other (more expensive) CRM apps I've used. ~Capsule also had a decent project management function.

    Cons

    I think we had some trouble when trying to connect to Mail Chimp. From memory it took a long time to get it right.

    Alternatives Considered

    Zoho CRM and Salesforce Sales Cloud

    Response from Zestia

    Hi Ilia,

    Chloe here from Capsule. Thanks for taking the time to write a review. We're happy to hear that you found Capsule easy to deploy and are enjoying using the mobile app. If you ever need any help for example setting up integrations then don't hesitate to reach out to us at [email protected]

    Robert
    Overall rating
    • Industry: Education Management
    • Company size: 2-10 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Likelihood to recommend 9.0 /10

    A simple CRM that allowed us to hit the ground running

    Reviewed on 04/08/2022

    Overall I have been pleasantly surprised. I at first thought the system would be too underpowered...

    Overall I have been pleasantly surprised. I at first thought the system would be too underpowered for what we needed, but it has actually delivered on what we have needed and the simplicity of changing things has allowed us to easily experiment with our processes until we have things right. It has suited our small team very well - and I look forward to seeing how well it scales with us.

    Pros

    I like the simplicity of the system. It was very quick and easy both to setup (and make changes to) and then to use the system. It has been very easy to train new employees on. The system has some good power around workflows - which have helped us lock down our processes and helped new staff to follow them. It has a good integration with Xero which has saved us a lot of time and has just released an integration into a mail campaign tool (Transpond) which looks to be a nice added bonus.

    Cons

    The system doesn't have a document generation tool (so you need to generate invoices and quotes in a separate system). It also is comparatively underpowered in the reports you can generate (even when you upgrade to the higher tiers that have additional reporting functionality). You can export full data sets to CSV - so we have built what we needed in Excel, but it would be nice to have it saved as reports and visualisations in the system. There also isn't the flexibility around notifications that I am previously used to (and so we have had to adjust the workflows a little).

    Alternatives Considered

    Salesforce Essentials

    Reasons for Switching to Capsule

    The initial price point was cheaper for Capsule (about half the price of Salesforce) - and I and other key staff members of the team had experience of setting up Salesforce and found that there was just a lot more to do before you could start using the system (and another step change of work before you could start using it again).

    Response from Zestia

    Hi Robert,

    Chloe from Capsule here. Thanks for taking the time to write a detailed review - it really helps our team when we receive first-hand feedback. We're so happy to hear that Capsule is helping your business and saving you time in a variety of ways. We've also taken onboard your feedback regarding document generation, reports and notifications. If anything should change on any of those fronts - you'll be the first to know. Regardless, we're very happy that you've been surprised by Capsule and look forward to helping your business scale in the future.

    Verified Reviewer
    Overall rating
    • Industry: Computer Software
    • Company size: 11-50 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Ease of Use
    • Likelihood to recommend 3.0 /10

    Features and Format Lacking, Good for the Basics

    Reviewed on 07/09/2018

    Overall, Capsule seems middle-of-the-road. It's been useful as a database to keep our pipeline and...

    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.

    Thomas
    Overall rating
    • Industry: Information Technology & Services
    • Company size: 2-10 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Capsule CRM - great product

    Reviewed on 29/06/2022

    The ability to track your sales pipeline and customize the stages and categories has been the most...

    The ability to track your sales pipeline and customize the stages and categories has been the most valuable part.

    Pros

    Capsule CRM is great for a small business CRM. We use it primarily for contact management and sales pipeline tracking. We love the Outlook integration so that it stores your email activity. Also, the ability to customize your own categories for contacts, customers and the stages of your sales cycle -- all of this is great.

    Cons

    I don't really use the calendar feature, but that's not to say it wouldn't be useful if someone wanted that option.

    I think the only potential drawback some may have is that Hubspot has their free version, which has some similar functionality to Capsule CRM. However, what is GREAT about Capsule is its simplicity. We also looked at Hubspot, but it was overly complex for our small business needs.

    Response from Zestia

    Hi Thomas,

    Chloe from Capsule here. Thanks for taking the time to write a review. We're so glad to hear that Capsule suits your needs and is helping you to manage your sales efficiently.

    Jesse
    Overall rating
    • Industry: Online Media
    • Company size: Self Employed
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Likelihood to recommend 10.0 /10

    Capsule is simple to use and just the right number of features

    Reviewed on 16/12/2021

    I've been using Capsule for several months and I am very happy. Occasionally I try other apps just...

    I've been using Capsule for several months and I am very happy. Occasionally I try other apps just to see, but none of them are as easy to use. Capsule feels like a gem of a CRM in a field crowded with lots of apps. If you need reminders of who to follow up with and when, Capsule does that really well—and can grow with you as you grow. Next year I'll likely need to upgrade from the free level, and I'll gladly do so.

    Pros

    As a service provider I have a lot of contacts to track. I tried several CRMs (Hubspot, Monday, etc) but none were as simple to use as Capsule. I had basic needs: track new contacts and set reminders to follow up. While other apps had those features alongside dozens of other tools, Capsule made it very easy to start tracking and reminding right away. And that's on a free level!

    The Gmail extension works really well and makes adding tasks quick and easy.

    Cons

    If I was nitpicky, I'd say maybe a more modern design. But it's not strictly utilitarian, and it's simplicity makes it easy to do what I need.

    Alternatives Considered

    Pipedrive, Sendinblue, monday.com and HubSpot CRM

    Reasons for Switching to Capsule

    Other CRMs were pretty complicated for what I needed. I first tried Hubspot, but I was lost in all the features. All I needed to do was set reminders to follow up with people. While the other CRMs do that, it felt like I had to swim through a dozen other features to get there. I was able to start using Capsule immediately and knew exactly what to do. And with the Gmail extension, it's even simpler.

    Response from Zestia

    Hi Jesse,

    Chloe here from Capsule. Thanks for taking the time to write a review - that's really going to help other people considering Capsule. We're happy to hear that you're finding Capsule so easy to use, especially compared to alternatives you considered and that it's helping you to do what you need to.

    Showing 5 reviews of 146 Read all reviews

    Capsule FAQs

    Below are some frequently asked questions for Capsule.

    Capsule offers the following 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 has the following typical customers:

    Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001-5,000

    Capsule supports the following languages:

    English

    Capsule supports the following devices:

    Android (Mobile), iPhone (Mobile), iPad (Mobile)

    Capsule integrates with the following applications:

    ActiveCampaign, Acuity Scheduling, Akita, Asana, Basecamp, Benchmark Email, Better Proposals, BigCommerce, CallFire, CallRail, Chargebee, Chargify, Cin7, CircleLoop, Clockify, Constant Contact, Cyclr, Cyfe, DEAR Systems, Databox, Deputy, Docsify, Emma, Enalyzer, Eventbrite, FileInvite, FluidSurveys, Formstack Forms, FreeAgent, FreshBooks, FreshMail, FullContact, GetResponse, Gmail, Google Calendar, Google Contacts, Google Data Studio, Google Workspace, Gravity Forms, Help Scout, Jotform, KashFlow, Kixie PowerCall, Leadinfo, LeadsBridge, LiveChat, Mad Mimi, Mailchimp, MailerLite, Make, Mention, Meta for Business, Microsoft Outlook, Microsoft To Do, OmniFocus, Operations Hub, Paycove, Process Street, Quickbooks Online, Quotient, REVE Chat, Rezdy, Ruler Analytics, ScheduleOnce, SendPulse, Signable, Slack, SupportBee, Tidy, TidyEnterprise, TimeCamp, Todoist, Toggl Track, Toky, Trello, Twitter, Unbounce, Userlike, WebMerge, WooCommerce, WordPress, Wufoo, Xero, Zapier, Zendesk, Zoho Flow, monday.com

    Capsule offers the following support options:

    Email/Help Desk, FAQs/Forum, Knowledge Base, Chat

    Related categories

    See all software categories found for Capsule.