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 user reviews from around the web and determined that it has generally positive ratings. We also compared its available pricing options.
Summary of User Review
What Capsule Does Well
Users who recommended Capsule said that the app is well-built for small businesses and is easy to navigate. They said that it can be used right out-of-the-box and integrates seamlessly with third-party apps. They also find features such as tasks, cases, and opportunities efficient in helping them streamline their work processes.
What Capsule Does Not Do Well
Users who gave Capsule negative reviews said that the reports it generates can be more robust. They also recommend improvements on some features such as the sales pipeline, search function, calendar, and tasks.
Which CRM Is Best For You?
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 $15/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)
Check out the list below for 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.
Helpful CRM Software Resources
The 6 Best CRM Software for Small Business in 2018 — Read our buyer’s guide for the top six CRM for small businesses. We looked at the most popular options and rising stars that cover the range of options for small businesses in terms of price, features, and integrations.
What is CRM Software? An Introduction for Small Businesses — A CRM software stores contact information, logs conversations, tracks the progress of sales, and helps users manage their daily tasks. We share how Insightly helps business owners streamline and automate their tasks.
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.
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.
Does Capsule offer a free trial?
Can users cancel their subscription at any time?
Yes. Capsule is a pay-as-you-go software and has no long term lock-in. Users can cancel, upgrade, or downgrade at any time.
What payment methods are accepted by Capsule?
Capsule accepts payments made via Visa, MasterCard, or American Express.
When choosing a CRM software, 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: