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

    Argentina, Australia, Austria, Belgium, Bolivia and 37 others

    Supported Languages

    English

    Pricing starting from:

    US$18.00/month

    • Free Version
    • Free Trial
    • Subscription

    Images

    Capsule Software - 1
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    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 - 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: 93

    • API
    • Access Controls/Permissions
    • Activity Dashboard
    • Activity Tracking
    • Activity/News Feed
    • Alerts/Notifications
    • Appointment Management
    • Assignment Management
    • Budgeting/Forecasting
    • Business Process Control
    • CRM
    • CRM Integration
    • Calendar Management
    • Calendar Sync
    • Calendar/Reminder System
    • Call Logging
    • Campaign Management
    • Client Management
    • Collaboration Tools
    • Commenting/Notes
    • Configurable Workflow
    • Contact Database
    • Contact Management
    • Customer Database
    • Customer Segmentation
    • 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 Templates
    • Email Tracking
    • Event Triggered Actions
    • File Management
    • For Real Estate
    • For Small Businesses
    • For Startups
    • For iPad Devices
    • Forecasting
    • Graphical Data Presentation
    • Interaction Tracking
    • Kanban Board
    • Lead Capture
    • Lead Distribution
    • Lead Management
    • Lead Nurturing
    • Lead Qualification
    • Lead Segmentation
    • Marketing Automation
    • Mobile Access
    • Mobile App
    • Monitoring
    • Multi-Currency
    • Opportunity Management
    • Performance Metrics
    • Pipeline Management
    • Pipeline Reports
    • Predictive Analytics
    • Process/Workflow Automation
    • 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

    Alternatives

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    4.0
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    Keela

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    Act!

    3.7
    #3 Alternative to Capsule
    Act! Premium empowers small and midsize businesses to market better, sell more, and create customers for life.

    Acuity Scheduling

    4.8
    #4 Alternative to Capsule
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    Reviews

    Overall rating

    4.5 /5
    (156)
    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.

    Showing 5 reviews of 156
    Guy
    Overall rating
    • 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!

    jibby
    Overall rating
    • 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]

    April
    Overall rating
    • 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!

    Christian
    Overall rating
    • 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].

    Verified Reviewer
    Overall rating
    • 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.

    Showing 5 reviews of 156 Read all reviews

    Capsule FAQs

    Below are some frequently asked questions for Capsule.

    Capsule offers the following pricing plans:

    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.

    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 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

    Capsule offers the following support options:

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

    Related categories

    See all software categories found for Capsule.