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:
Typical Customers
- Freelancers
- Small Businesses (2-50)
- Mid-size Companies (51-500)
- Large enterprises (500 and more)
Deployment
- Cloud-based
- On-premise
Supported Languages
English
Pricing starting from:
US$18.00/month
- Free Version
- Free Trial
- Subscription
Images
Features
Total features of Capsule: 93
Alternatives
Insightly
Keela
Act!
Acuity Scheduling
Reviews
Already have Capsule?
Software buyers need your help! Product reviews help the rest of us make great decisions.
- Industry: Health, Wellness & Fitness
- Company size: 2–10 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Likelihood to recommend 10.0 /10
Great CRM for Contacts, Tasks, Opportunities and pipelines
Reviewed on 07/12/2019
Really good Customer, Prospect and Lead management solution
Reminder to contact
Management of team...
Really good Customer, Prospect and Lead management solution
Reminder to contact
Management of team tasks, and assignment to team members
Pros
Simple contact and account management, link task reminders to contacts and or opportunities.
Integration with GMail etc, Xero, MailChimp
Cons
Mobile app could be a litte more user friendly, it would be great to automatically add a follow-up task when you close one. But these are both really minor issues in the grand scheme!
- Industry: Transportation/Trucking/Railroad
- Company size: 2–10 Employees
- Used Monthly for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 4.0 /10
Why Capsule should do better
Reviewed on 11/08/2022
Pros
The ease of use when our data was under 500
Cons
It did not seem as competitive as other providers
Response from Zestia
Hi Jibby
Chloe from Capsule here. Thanks for taking the time to write a review - it really helps our team when we receive first-hand feedback. We're sorry to hear that you found Capsule not as competitive as other providers - we'd love to hear a bit more about this if you'd like to email us. You haven't given a lot of detail in the review and we'd love to address your concerns. Plus, if you're still using Capsule we can help give you a better idea how Capsule can fit your business. Feel free to email us at [email protected]
- Industry: Hospitality
- Company size: 11–50 Employees
- Used Daily for 1+ year
-
Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 5.0 /10
Lacked Calendar tool needed for us to be effective
Reviewed on 05/05/2022
It was an adequate tool but didn't fulfill enough of our needs for us to continue using the...
It was an adequate tool but didn't fulfill enough of our needs for us to continue using the software.
Pros
I found the software easy to use and fairly intuitive for the everyday user. It managed leads adequately and allowed me to find my information easily.
Cons
We needed a tool that would allow us to easily track booked events on a calendar and see trends of inquiries for specific dates. Capsule lacked an effective calendar tool to help us manage leads by date which made it ineffectual for us.
Response from Zestia
Hi there April,
Chloe from Capsule here. We're glad you found Capsule easy to use and helped you manage leads well. We're sorry to hear that in this case Capsule didn't quite fit your needs - thanks for giving us a try!
- Industry: Photography
- Company size: Self Employed
- Used Daily for 6-12 months
-
Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 10.0 /10
Near perfect balance of capability and useability
Reviewed on 05/01/2023
It has been up and useable every day that I use it, which on most business days is everyday. I...
It has been up and useable every day that I use it, which on most business days is everyday. I came from the corporate world where I was an executive sponsor of bringing in SalesForce to a large organization. I looked at Sales Force basics immediately starting my own business and it was way to cumbersome for a startup that at most will have 4-6 employees.
Pros
One of the best features is the capsule daily reminder email that comes to me every morning with whom I need to take next actions with. Of course, this requires me to be an active user of tasks, which i have always been, but it allows me to do that all in the CRM and not have followups in Outlook or Gmail . The other aspect is the seamless updating whether I do it on my iphone based app or desktop
Cons
I use Outlook 365 desktop and having the full HTML and attachment ability is better than the email integration of Capsule. Either Capsule should go right to my Outlook 365 when I start an email
Response from Zestia
Hi Christian,
Thanks for writing a review - it's great to hear how much you like Capsule and specifically the task reminder emails. If you would prefer to send emails from Outlook directly you might be best disconnecting your mailbox. Then, when you click on an email address we will open a compose window using your default email client instead - which you can set to be Outlook. If you'd like more help with this our support team will be more than happy to help just email [email protected].
- Industry: E-Learning
- Company size: 11–50 Employees
- Used Daily for 6-12 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Likelihood to recommend 8.0 /10
A CRM for startups - everything you need and nothing you don’t
Reviewed on 05/01/2020
Pros
It is a highly customizable software CRM. Track every interaction with stakeholders using the web app, email plugins, and most importantly the iOS app! The app uses the cloud based client database as a sort of substitute for your phone’s address book, phone dialer, and portal to add client interactions. Best mobile app for a CRM platform!
Cons
It can be tricky linking interactions with multiple stakeholders.
Response from Zestia
Hi Chloe here from Capsule. Thanks for your review of Capsule and your support - we're really glad you like the mobile app. As for linking interactions with multiple stakeholders, if we can understand a little more about how you want interactions linked we may be able to offer some options or understand whether there are some ways we can amend Capsule. If you can write to us directly at [email protected] then our support team will be able to help you out.
Capsule FAQs
Below are some frequently asked questions for Capsule.Q. What type of pricing plans does Capsule offer?
Capsule offers the following pricing plans:
- Starting from: US$18.00/month View Pricing Plans
- Pricing model: Free Version, Subscription
- Free Trial: Available
14-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.
Q. Who are the typical users of Capsule?
Capsule has the following typical customers:
Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does Capsule support?
Capsule supports the following languages:
English
Q. Does Capsule support mobile devices?
Capsule supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does Capsule integrate with?
Capsule integrates with the following applications:
ActiveCampaign, Acuity Scheduling, Akita, Asana, Basecamp, Benchmark Email, Better Proposals, BigCommerce, CallFire, CallRail, Chargebee, Chargify, Cin7 Core, Cin7 Omni, CircleLoop, Clockify, Constant Contact, Cyclr, Cyfe, 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, OnceHub, Operations Hub, Paycove, Process Street, Quickbooks Online, Quotient, REVE Chat, Rezdy, Ruler Analytics, SendPulse, Signable, Slack, SupportBee, Tidy, TidyEnterprise, TimeCamp, Todoist, Toggl Track, Toky, Trello, Twitter/X, Unbounce, Userlike, WebMerge, WooCommerce, WordPress, Wufoo, Xero, Zapier, Zendesk Suite, Zoho Flow, monday.com
Q. What level of support does Capsule offer?
Capsule offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Chat
Related categories
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