Capsule is a pay-as-you-go CRM solution that specializes in helping companies manage business leads through efficient contact management. It also enables users to track pipelines, sales leads, and customer communications. We compiled Capsule reviews from around the web and found that it has generally positive ratings. We also shared the subscription options available for small businesses.
- Summary of Reviews
- Pricing & Features
- Useful Resources
- Overview Video
- Top Alternatives
- User Reviews
Summary of Capsule User Reviews
What Capsule does well:
Users who like Capsule said that the app can be used right out-of-the-box and integrates seamlessly with third party apps. Great customizability was also cited.
What Capsule does not do well:
Users who gave Capsule negative reviews said that reporting can be more robust. Some users also encountered issues importing and exporting data to and from the platform.
Most Helpful Positive User Review:
“Capsule CRM was built with smaller companies in mind. They spent significant amount of time ensuring that their core contact database is solid — many CRM vendors get this aspect wrong. It’s easy to get further value from Capsule CRM thanks to its solid integrations with some of the cloud solutions we use such as Xero, MailChimp, Zendesk and G Suite. The Google Mail contextual widget is simply awesome and a market first when it was introduced many years ago.”
– Manoj Ranaweera
Most Helpful Negative User Review:
“Reporting can be further enhanced. But with a great contact database and strong API, the missing functionality and reporting can be addressed. This is exactly what we did via http://www.unified.vu/capsulecrm, extending the capability of Capsule CRM further — both in terms of providing a greater 360º view of your customer as well as your visual sales pipeline.”
– Manoj Ranaweera
Capsule has two available subscription plans: Free and Professional. The Free Plan is available for up to 2 users, while the Professional Plan is priced at $12/user/month. The main differences between the plans are the amount of storage and the number of contacts and user accounts. The Professional Plan can also be integrated with third-party apps.
(up to 2 users)
Capsule CRM Features
Check out the list below of some of Capsule’s features.
- Lead and Pipeline Management: Enables users to keep track of the various stages of their interaction and level of transaction with their potential clients and customers.
- Contact Management: Lets users organize a directory of all their business contacts including their profile and contact information.
- Contact’s Vital Statistics: Displays important information about a lead or contact such as last communication, open cases, and pipeline values.
- Task Management: Allows users to track the progress of their various tasks and projects.
- Third Party Integrations: Lets users seamlessly integrate other apps they use such as marketing automation, ecommerce, file management, social media and landing site builder programs.
Useful Capsule CRM Resources
What is CRM Software? — In this guide we answer questions surrounding CRM software, such as what it does, who needs it, how a CRM works, and how it can help your small business.
Best Small Business CRM Software — Read our buyer’s guide for a comparison of the top three CRM for small businesses. We compare Insightly vs. Zoho vs. Salesforce to give you an idea of which CRM will work best for your business needs.
15 Ways to Improve Sales Performance — Sales performance is simply how efficient and effective your sales team is at generating sales revenue. In this guide, we included why it is important to use your small business sales CRM properly.
Best Free CRM Software — Want to use a CRM, but not willing to invest any resources? Read our guide on the best free CRM for businesses, plus analysis on what features you’ll get with each.
Capsule CRM Overview Video
This video provides an overall background on how businesses can maximize Capsule’s full potential to improve their customer relations activities.
When choosing a CRM, it’s important that the software integrates with other applications your business is currently using. Here is a list of some of Capsule’s popular integrations.
Top Capsule CRM Alternatives
Not sure if Capsule is the right fit for you? Read our CRM comparison guide or check out one of these three Capsule competitors.