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, Spanish
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: Printing
- 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
One of the applications I run my business on
Reviewed on 21/07/2022
This is one of three applications that I am in daily. I couldn’t have grown my business without it.
This is one of three applications that I am in daily. I couldn’t have grown my business without it.
Pros
I like how you can have separate contacts, organizations, and opportunities but that you can connect them all. Unlike some contact management tools, this gives you a ton of flexibility in tracking interactions and todos.
Cons
I wish there were a way to attach the same individual to multiple organizations. There is a workaround by embedding a URL in the info for each entity, but it would be nice to be able to see an individual and separate out the different communications based on the organization they are involved with.
Response from Zestia
Hi there Jeff,
Chloe from Capsule here. Thanks for taking the time to write a review - we really appreciate it. We're so glad to hear Capsule gives you the flexibility you need to track tasks and interactions. We're sorry we don't have better news on attaching the same individual to multiple organisations but we're happy to hear that it's helped you grow your business anyway.
- Industry: Nonprofit Organization Management
- 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
Relatively Robust, and Affordable!
Reviewed on 03/05/2019
For our small business (5-10 team members), Capsule provides us with one location to input all of...
For our small business (5-10 team members), Capsule provides us with one location to input all of our data. We can track contacts, organizations, and opportunities, as well as opportunity stages and milestones, while customizing categories and notes for all of it. It is incomparably more affordable than any of the other CRMs I've used.
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.
- 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: 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.
- 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!
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
- 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, Spanish
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
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