Capsule - CRM

Our Verdict

Capsule is a great CRM that is well-suited for small to medium-sized businesses seeking a balance of power and accessibility. Its user-friendly interface and customizable workflows make it easy to adopt, while features like sales analytics, project management, and task automation drive efficiency. Seamless integrations and a rapid setup process ensure a smooth transition and immediate value. If you’re looking to streamline client engagement, enhance collaboration, and gain actionable insights, Capsule is a strong contender for your business.

Pros

Includes sales pipelines, advanced analytics, and workflow automations...
Tailor fields, tags, milestones, and automations to fit your processes...
Connect seamlessly with Gmail, Outlook, Zapier, Xero, and more.
Flexible pricing with features suited for growing businesses.

Cons

Higher tiers required for managing large contact lists.
Automations and workflows can require time to configure.

Products & Pricing

Starter Plan

Priced at $18 per user per month (billed annually), the Starter Plan is ideal for businesses just beginning to organize their CRM needs. It includes management for up to 30,000 contacts, access to email templates, an AI-powered email assistant, and a shared mailbox for improved team communication. Basic reporting features and premium integrations with popular tools help streamline processes for efficient operations.

Growth Plan

The Growth Plan, at $36 per user per month (billed annually), is the most popular choice for scaling businesses. It builds on the Starter Plan by expanding contact management to 60,000 contacts and adding workflow automations, advanced sales reporting, multiple sales pipelines, and project management tools. With team access controls and business enrichment features, this plan offers a comprehensive solution for growing companies.

Advanced Plan

At $54 per user per month (billed annually), the Advanced Plan enhances CRM capabilities for larger businesses. It includes all features from the Growth Plan but expands contact capacity to 120,000 and introduces multiple project boards for better project management. Additionally, the plan provides contact enrichment tools for deeper insights into customer data.

Ultimate Plan

Designed for businesses managing complex operations, the Ultimate Plan costs $72 per user per month (billed annually). It includes everything from the Advanced Plan, with an increased contact limit of 240,000. This plan also offers a dedicated account manager, custom training to tailor the CRM experience, and ongoing priority support to address any issues quickly and effectively.

Starter

$18 /mo

14-day trial

Growth

$36 /mo

14-day trial

Advanced

$54 /mo

14-day trial

Ultimate

$72 /mo

14-day trial

In-depth review

Features & Functionality

Capsule CRM is designed to help small and medium-sized businesses manage their customer relationships effectively while streamlining operations. Here’s an overview of its key features:

Sales Pipeline

Comprehensive Pipeline View: Summarize all sales opportunities, including potential values and their current stage.
Pipeline Dashboard: Monitor conversion rates, sales milestones, and forecasts in a single, intuitive view.
Kanban Visual Pipeline: Drag and drop opportunities through stages for better pipeline management.
Currency Support: Choose your preferred currency for a consistent experience across Capsule.
Opportunity Filtering: Sort opportunities by status, tags, milestones, and more.
Multiple Sales Pipelines (Growth Plan): Tailor pipelines for various sales processes and markets.

Task Management

Tasks and Calendar: Organize appointments, meetings, and deadlines with ease.
Repeating Tasks: Automate recurring tasks on a daily, weekly, or monthly basis.
Task Reminder Emails: Receive daily email reminders to stay on track.
Task Automation: Set up Tracks for sequential task activation.
Calendar View: Visualize tasks in weekly or monthly formats.
Calendar Integration: Subscribe to Capsule tasks and view them on your personal calendar.

Reporting

Sales Analytics: Gain insights into your sales cycle and overall business performance.
Activity Reporting: Track completed activities by user and activity type.
Advanced Sales Reports (Growth Plan): Access over 10 detailed reports on pipeline growth, deal timelines, and more.
Export Reports: Export data or save charts for external use.
Google Data Studio Integration (Growth Plan): Build interactive dashboards and reports using multiple data sources.
Report Filtering: Filter reports by time, user, or team for detailed analysis.

Automation Tools

Sales Automation (Growth Plan): Streamline sales processes with automated pipeline actions.
Project Automation (Growth Plan): Enhance team productivity with consistent workflows.
Marketing Automation (Transpond): Automate customer communication sequences for better engagement.

Contact Management

Detailed Profiles: Maintain enriched profiles for individuals and organizations.
Full Text Search: Quickly locate notes and emails.
File Attachments: Add contracts, proposals, and other documents to contact profiles.
Contact Import: Import contacts seamlessly from spreadsheets or CSV files.

Email Tools

Email Templates: Save and share templates for team-wide use.
Gmail & Outlook Integration: Manage contacts, tasks, and sales opportunities directly within your inbox.
Transpond Integration: Leverage advanced email marketing tools for impactful campaigns.
Shared Inbox: Centralize emails for unified communication.

Security & Permissions

Two-Factor Authentication: Add an extra layer of security.
Single Sign-On: Log in using Microsoft 365 or Google Workspace credentials.
Data Recovery: Restore deleted records within 30 days.
User Roles and Access Control (Growth Plan): Assign roles and restrict data visibility as needed.

Connectivity

Mobile App: Stay connected on iOS and Android devices.
Website Lead Capture: Collect leads directly from your website.
Premium Integrations: Integrate with tools like Mailchimp, FreshBooks, Xero, and more.
Zapier Automation: Connect with thousands of business tools for enhanced functionality.
API Access: Build custom integrations for unique business needs.

Customization

Custom Fields: Record information tailored to your business needs.
Custom Milestones and Tags: Adjust pipeline steps and categorize contacts with ease.
Custom Branding: Personalize the Capsule interface with your logo and colors.
Custom Lists and Activity Types (Growth Plan): Organize and track data in ways that matter most.
Custom Lost Reasons: Analyze why deals are lost to identify improvement areas.

Capsule CRM’s diverse functionality and high level of customization make it a powerful tool for businesses looking to manage relationships, optimize workflows, and scale operations effectively.

Ease of Use

Capsule prioritizes user experience, making it a breeze to navigate and utilize. The intuitive interface minimizes the learning curve, allowing teams to quickly grasp core features like sales pipelines, contact management, and task automation.

Getting started is a seamless process. Onboarding is hassle-free with no fees and rapid setup, and importing data from existing sources is straightforward. The Kanban-style pipeline provides a clear visual representation of sales progress, while task management features, including reminders and automation, streamline workflows.

Seamless integrations with popular tools like Gmail, Outlook, and Zapier enhance usability, and the mobile app ensures on-the-go access. With customizable fields, milestones, and tags, Capsule adapts to your specific needs. Whether you’re a tech-savvy professional or new to CRM, Capsule offers a user-friendly experience that maximizes efficiency.

Customer Service

Connect directly with support agents via live chat for immediate assistance, or find answers to common questions in the well-organized FAQ section. You can also submit support requests directly through the ticketing system and receive prompt responses from the Capsule team. For those who prefer self-service, a wealth of resources is available, including blog posts, video tutorials, and detailed articles. This multi-faceted approach to customer support ensures you can find the help you need, whether it’s through direct interaction with support agents or by exploring the wealth of self-service resources available, making Capsule a reliable and accessible CRM solution for businesses of all sizes.

Live Online Chat

There is a live chat on the website.

You can send a message via the ticketing system on the site.

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