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Capsule CRM

Capsule CRM

Overview

What is Capsule CRM?

Capsule is a CRM solution for businesses of up to 1,000 employees. The vendor boasts over 10,000 businesses globally as customers, who choose it as the platform to deliver success across their sales and customer facing teams. Capsule is presented…

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Learn from top reviewers

Neat CRM with a solid feature set

Rating: 8 out of 10
May 2, 2024
IncentivizedVetted ReviewVerified User
We use Capsule CRM to manage our leads for various financial engagements. Capsule allows our team to all be on the same page and ensure that our leads can turn into paying cus...
Continue reading
Brian Stovall
C-Level Executive - Finance and Accounting
Owner
Brico Group
Capsule CRM10 years of experience

The best CRM to start with then scale up with your growing business

Rating: 8 out of 10
February 23, 2022
IncentivizedVetted ReviewVerified User
We execute client pipeline management using Capsule CRM in our company. Sometimes it can take a few weeks or even months to convert a lead into a client based on their specifi...
Continue reading
Verified user
Account Manager
Capsule CRM1 year of experience

Its tool for focus on customer retainment providing success under your control .

Rating: 9 out of 10
February 4, 2022
Vetted ReviewVerified User
It is an easy-to-use and easy to configure the platform. With Capsule CRM, it has become easier to set up tracks and view workflow. It does not require training and special pr...
Continue reading
Hannah Eleanor
Contributor - Social Media
Social Media Ghostwriter & Storyteller
AmyBlaschka.com
Capsule CRM2 years of experience

"Capsule CRM Is A Cost-effective, Easy-to-use Tool With Many Interrogations."

Rating: 9 out of 10
January 16, 2022
Vetted ReviewVerified User
My favorite feature of Capsule is the breadth and depth of integrations and functionality it offers. Our primary CRM, it’s a great place to find out what’s going on in the com...
Continue reading
Farjana Labonno
Team Lead - Information Technology
Frontend Developer
Asian Technology Information Program (ATIP)
Capsule CRM1 year of experience

It manages the communication by consensus-based forecasting and service management.

Rating: 9 out of 10
June 29, 2021
IncentivizedVetted ReviewVerified User
As per my experience, I like Capsule CRM because it has good chat integration and document storage. But as I have discussed, it needs some advancements in dashboard and GUI. O...
Continue reading
Samuel-Borris James
Employee - Other
Digital support officer
HM Courts & Tribunals Service (HMCTS)
Capsule CRM2 years of experience

Great for small businesses

Rating: 8 out of 10
August 18, 2020
IncentivizedVetted ReviewVerified User
I use Capsule to manage my freelance work and contacts. I needed a CRM that was budget-friendly and could help me keep on top of contracts and my sales pipeline. Capsule CRM i...
Continue reading
Maire Eltringham
Consultant - Other
Freelance Consultant
Freelance
Capsule CRM1 year of experience

Capsule CRM - an easy pill to swallow.

Rating: 7 out of 10
February 25, 2020
IncentivizedVetted ReviewVerified User
Capsule CRM is something we have tried across the whole organization.The business problem it addresses is team disharmony, task and time mismanagement, and the loss of differe...
Continue reading
Verified user
Consultant
Capsule CRM1 year of experience

Capsule CRM - the Budget CRM for your startup

Rating: 9 out of 10
February 7, 2020
IncentivizedVetted ReviewVerified User
It is used to allocate people's work, keeping track of customers, tag them to a specific group, keep track of sales pipeline and interaction with the leads, it helps in sendin...
Continue reading
Prashant Choudhary
Manager - Sales
Business Development Manager
EMTEX ENGINEERING PRIVATE LIMITED
Capsule CRM1 year of experience

Ease and productivity is Capsule CRM's thing!

Rating: 9 out of 10
January 24, 2020
IncentivizedVetted ReviewVerified User
Capsule CRM was suggested to me by a friend this year and so far, we love it! This is only the second CRM system I have used and was pleasantly surprised at how easy it is to ...
Continue reading
Verified user
Consultant
Capsule CRM1 year of experience

Great CRM option!

Rating: 8 out of 10
January 23, 2020
IncentivizedVetted ReviewVerified User
I use the free version of Capsule CRM for my business to keep track of clients. Capsule is a great CRM for those who want to use contact management and sales cycles without an...
Continue reading
Verified user
C-Level Executive
Capsule CRM1 year of experience

Solid CRM App

Rating: 9 out of 10
December 30, 2019
IncentivizedVetted ReviewVerified User
We use Capsule CRM to keep track of all our customers and potential customers interactions across the entire organization. We use it to track documents, correspondence from va...
Continue reading
Verified user
Professional
Capsule CRM8 years of experience

Great CRM for small businesses!

Rating: 9 out of 10
December 4, 2019
IncentivizedVetted ReviewVerified User
We needed a CRM for our company that was easy to use and low cost. Capsule CRM had a free version for 250 contacts or less that worked perfectly for us at this time as contact...
Continue reading
Verified user
C-Level Executive
Capsule CRM1 year of experience

Great lightweight CRM

Rating: 8 out of 10
October 28, 2019
IncentivizedVetted ReviewVerified User
As a small organisation that doesn't need huge CRM functionality, Capsule has been great. It has been really easy to use and integrates with Gmail perfectly. We are currently ...
Continue reading
Verified user
C-Level Executive
Capsule CRM1 year of experience

Excellent free CRM!

Rating: 9 out of 10
November 29, 2018
IncentivizedVetted ReviewVerified User
Capsule CRM is a very powerful free CRM that can handle the fairly complex needs of our book marketing company. It is used across the whole organization to track leads, client...
Continue reading
Alicia Barevich, bCRE, bCEE
Consultant - Information Technology
Database Administrator
The Blake School
Capsule CRM1 year of experience

Essential to running our business

Rating: 9 out of 10
October 3, 2017
IncentivizedVetted ReviewVerified User
Across the organisation, for all prospect and customer contacts, records, conversations, and by subcontractors
Continue reading
Harry Longman
Executive - Corporate
Chief Executive
GP Access
Capsule CRM6 years of experience
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Pricing

View all pricing

Professional

$18

Cloud
per month per user

Teams

$36

Cloud
per month per user

Enterprise

$54

Cloud
per month per user

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttps://capsulecrm.com/signup

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $18 per month per user
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Product Demos

Capsule CRM Demo

YouTube
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Features

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

7.1
Avg 7.7

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

8.4
Avg 7.6

Marketing Automation

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

8.5
Avg 7.6

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

7.7
Avg 7.6

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

7
Avg 7.7

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

7.4
Avg 7.6

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

9
Avg 8.3

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

7
Avg 7.3

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

7.5
Avg 7.2

Platform

8
Avg 7.5
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Product Details

What is Capsule CRM?

Capsule is a CRM solution for businesses of up to 1,000 employees. The vendor boasts over 10,000 businesses globally as customers, who choose it as the platform to deliver success across their sales and customer facing teams. Capsule is presented as easy to use and quick to adopt. It also integrates with a growing range of popular apps, including Google G Suite, QuickBooks, MailChimp and Zapier. A free trial is available, and paid plans are available from $18 per user, per month.

Capsule CRM Screenshots

Screenshot of Screenshot of Screenshot of Screenshot of

Capsule CRM Video

How to use Outlook with Capsule using its Outlook Add-in

Capsule CRM Integrations

Capsule CRM Competitors

Capsule CRM Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android

Frequently Asked Questions

Capsule CRM starts at $18.

Copper, Nimble, and Freshsales are common alternatives for Capsule CRM.

Reviewers rate Email marketing and Task management and Single sign-on capability highest, with a score of 9.

The most common users of Capsule CRM are from Small Businesses (1-50 employees).
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Comparisons

View all alternatives
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Reviews and Ratings

(44)

Reviews

(1-16 of 16)

Neat CRM with a solid feature set

Rating: 8 out of 10
Incentivized
May 02, 2024
BS
Brian Stovall
Owner
Brico Group (Accounting, 1-10 employees)
Vetted Review
Verified User
Capsule CRM
10 years of experience
Use Cases and Deployment Scope
We use Capsule CRM to manage our leads for various financial engagements. Capsule allows our team to all be on the same page and ensure that our leads can turn into paying customers. With the new updates for 2024 there is even greater integration with our systems and processes like Google Workspace and Office 365.
Pros
  • Integration with QuickBooks and Xero accounting
  • Security features that enhance email sign in
  • Improved Home Page features the provide Sales data
  • Better contact importing that makes for better data management
Cons
  • More AI integration
  • Improve the language functions
  • More concise Map integration
Likelihood to Recommend
Capsule CRM is well suited for small business and teams that may have various locations and/or regions. The dashboard provides the user with the necessary data to track leads and assign various tasks to other team members. Capsule CRM does have some issues when working with very large teams. There are some issues with integrations with outside apps and limited customization for teams that want to track detailed projects.

"Capsule CRM Is A Cost-effective, Easy-to-use Tool With Many Interrogations."

Rating: 9 out of 10
January 16, 2022
FL
Farjana Labonno
Frontend Developer
Asian Technology Information Program (ATIP) (Information Technology & Services, 51-200 employees)
Vetted Review
Verified User
Capsule CRM
1 year of experience
View profile
Use Cases and Deployment Scope
My favorite feature of Capsule is the breadth and depth of integrations and functionality it offers. Our primary CRM, it’s a great place to find out what’s going on in the company. It has a simple interface that makes searching for profiles easy. We appreciate how well-designed it is. It’s simple to search for contacts, extract them, upload, sort, and sort them in this program. It is now much easier to create tracks and view workflows. Allowing us to plan the entire year, we can customize each event. Easy to use, straightforward to understand, and simple to learn. We’ve been using Capsule CRM for more than a year and are thrilled with it! For us, it’s been a great fit; it’s not expensive, and the customer service has been excellent. Unlike other CRM programs, it doesn’t require extensive training or migration. Capsule CRM is more user-friendly and less time-consuming to set up. It is compatible with a wide range of other programs and systems. All issues have been resolved, and customer service is open and active.
Pros
  • Capsule CRM: Smooth-to-use.
  • Capsule CRM: Budget-Friendly.
  • Capsule CRM: Lead Management.
  • Capsule CRM: Contact Management.
  • Capsule CRM: Many Interrogations.
  • Capsule CRM: Great Mobile Application.
  • Capsule CRM: Monitoring Email Correspondence.
Cons
  • Capsule CRM: Make the UI more appealing.
  • Capsule CRM: Marketing integration is lacking.
  • Capsule CRM: Feature-lacking compared to other CRM systems.
Likelihood to Recommend
Using Capsule CRM, businesses can have a perfect CRM solution without the risk of being forced to pay on a monthly subscription basis. Compared to other customer relationship management apps, it has a wide range of unique features. Functional and cost-effective are the main advantages. Because we're a small company, its simplicity appeals to us greatly. For a limited time, start-ups can store up to 250 contacts in the free version. Capsule CRM is well-suited to Gmail and offers many other integration possibilities. Even though it lacks some more powerful CRM features, the Capsule platform makes up for this with a widespread list of integrations.

Its tool for focus on customer retainment providing success under your control .

Rating: 9 out of 10
February 04, 2022
HE
Hannah Eleanor
Social Media Ghostwriter & Storyteller
AmyBlaschka.com (Writing & Editing, 1-10 employees)
Vetted Review
Verified User
Capsule CRM
2 years of experience
View profile
Use Cases and Deployment Scope
It is an easy-to-use and easy to configure the platform. With Capsule CRM, it has become easier to set up tracks and view workflow. It does not require training and special programming due to which anyone can easily use it and figure out about its works.
Pros
  • The supporting documentation is very informative and helpful. It integrates seamlessly with other solutions.
  • The customer support is very responsive and every problem is resolved efficiently and quickly.
  • It provides numerous useful features and covers the needs of almost every business.
Cons
  • Its integration with Mail chimp is not smooth. Also, it does not allow to list contacts alphabetically which is a great downside of this tool. It does not contain some essential marketing features.
  • It needs to improve the user interface and make it more productive especially on the calendar view.
  • The contact sorting is quite disappointing. It would be nice if it allows users to set screen filters.
Likelihood to Recommend
It enables you to keep info tracked in the program. It helps you manage the data of consumers and organizations effectively.

It manages the communication by consensus-based forecasting and service management.

Rating: 9 out of 10
Incentivized
June 29, 2021
SJ
Samuel-Borris James
Digital support officer
HM Courts & Tribunals Service (HMCTS) (Government Administration, 10,001+ employees)
Vetted Review
Verified User
Capsule CRM
2 years of experience
View profile
Use Cases and Deployment Scope
As per my experience, I like Capsule CRM because it has good chat integration and document storage. But as I have discussed, it needs some advancements in dashboard and GUI. Overall it is a good application for CRM. I use this tool for segmentation and territory management. It is available for all devices except for mobile devices. They provide customer support all the time to their users. They provide training through live training, in-person training, and live documentation.
Pros
  • It has advanced features or document storage, lead scoring, and chat integration.
  • It is also used for email marketing that helps its users to manage their emails through this application.
  • It helps the companies to manage their new customers automatically.
Cons
  • This application does not have a good dashboard and GUI.
  • It also does not have all the options for customized reports and it lacks many features and sometimes does not provide good customer support.
Likelihood to Recommend
Capsule CRM has many advantages that make it unique from all other customer relationship management applications. This application is also used for task management and it is also used to set automatic quotes and proposals. In these automatic quotes and proposals, they set their company details, pricing, and different things that help them to know more details about the company. It is perplexing application for internal chat integration and document storage.



Great for small businesses

Rating: 8 out of 10
Incentivized
August 18, 2020
Use Cases and Deployment Scope
I use Capsule to manage my freelance work and contacts. I needed a CRM that was budget-friendly and could help me keep on top of contracts and my sales pipeline. Capsule CRM is a simple but effective CRM. It can solve issues with data tracking and collection, sales, and opportunity management.
Pros
  • Free for 250 people or less
  • Budget friendly
  • Easy to use
  • Mobile app is great
  • Lots of integrations
Cons
  • I wish you could add birthday reminders to contacts.
  • Lacking in marketing integration.
  • Can be too simplistic for some companies.
Likelihood to Recommend
For a small business or start-up, it is one of the best CRMs. It's easy to use and budget-friendly. It's not as advanced as other CRMs like Salesforce but that is not the market it is going for. The simplicity of it is what makes it so attractive for small businesses.

Capsule CRM - the Budget CRM for your startup

Rating: 9 out of 10
Incentivized
February 07, 2020
PC
Prashant Choudhary
Business Development Manager
EMTEX ENGINEERING PRIVATE LIMITED (Machinery, 201-500 employees)
Vetted Review
Verified User
Capsule CRM
1 year of experience
View profile
Use Cases and Deployment Scope
It is used to allocate people's work, keeping track of customers, tag them to a specific group, keep track of sales pipeline and interaction with the leads, it helps in sending group emails, etc. One of the best features I believe is the use of a feature called "tracks" that helps in setting up a path or flow of tasks to be done while working on a lead. We also create tasks for a particular deal if we want to. It also offers good integration support.
Pros
  • "Tracks" option to set up tasks to be done in an order.
  • Monitor and implement the sales pipeline.
Cons
  • Lack of features as compared to other CRM software.
  • Pretty basic UI needs to be made more appealing.
Likelihood to Recommend
The best scenario to implement this CRM would be startups as you don't need to shell out a lot of money for this and this does emulate the basic plethora of tasks accomplished by a CRM software. It would also be a good addition to small and medium enterprises on a lookout to improve their sales process and thereby the productivity of their firm.

The best CRM to start with then scale up with your growing business

Rating: 8 out of 10
Incentivized
February 23, 2022
Verified User
Account Manager in Marketing
Marketing & Advertising Company, 1-10 employees
Vetted Review
Verified User
Capsule CRM
1 year of experience
Use Cases and Deployment Scope
We execute client pipeline management using Capsule CRM in our company. Sometimes it can take a few weeks or even months to convert a lead into a client based on their specific requirements and where they are placed in their journey. Creating the timely checkpoints helps us manage all these clients in one place so we always stay on the top of these leads. Key problem is of missing out of not-ready clients and losing track of them with zero followups. Capsule CRM has helped us get the basics right and manage better relations with all clients.
Pros
  • Sales pipeline dashboard is very crisp and clear and easy to use.
  • Contacts management is also very effective to those who need to effortlessly manage their list of prospective clients in one place
  • Manage and followup on active proposals which are in the process of being prepared and manage it until it has been sent to the client.
Cons
  • third party integrations can be improved upon as we had to go for Zaps for a couple of apps.
  • learning the basics was easy but we did struggle with a few use cases and were glad to find solutions on 3rd party blogs and forums. It would be great to have a user forum on their own website which can be moderated by the Capsule team.
  • some basic reporting can be added to free plan. Many of our clients would benefit from reports in the free plan before jumping on to the professional plan.
Likelihood to Recommend
It is difficult to beat the simplicity of use and design of Capsule CRM. Add to the fact that they offer the best free plan which is great to sign up our clients with so that they can see how valuable having a CRM is. Getting newbies to use CRM with ease helps us with our CRM projects and to sign up more clients seamlessly. Hence, it is perfect place to start with for a small business. Based on feedback from clients, who already have some premium apps to manage their sales and work orders, it can get tricky to integrate them with Capsule CRM and hence it's not that favourable in the complex IT solution use case for specific clients. Support is through messages only and it can get a bit frustating if one is in a hurry to get the setup done. It's preferred to take your time and raise support tickets as and when necessary.

Excellent free CRM!

Rating: 9 out of 10
Incentivized
November 29, 2018
Use Cases and Deployment Scope
Capsule CRM is a very powerful free CRM that can handle the fairly complex needs of our book marketing company. It is used across the whole organization to track leads, clients, and marketing contacts. We connect authors to books, and books to newspapers, bookstores, etc, and Capsule CRM is able to handle that for us for free. It's not super customizable, but it is the best we could hope for for the price!
Pros
  • Many fields. It's not super customizable, at least at the free level, but there are many fields that you can utilize to fit your needs
  • Entirely web based. We've never experienced down time or lag issues.
  • Free! It's hard to find a powerful database for free.
Cons
  • The CRM is intended for "sales pipeline" use. We don't use it for that, so we have to hack it a bit to fit our needs. If you need a free CRM to track sales pipelines...this would be PERFECT!
  • The Dashboard isn't particularly customizable or useful for us.
Likelihood to Recommend
Powerful CRM for free. It doesn't get much better than that! If you're launching a new business and don't want to invest too much capital, use Capsule for your CRM. It will keep you organized and not cost you. If you grow out of the free version, then you can just continue using the same product, without needing to convert everything to a new, bigger database.

Essential to running our business

Rating: 9 out of 10
Incentivized
October 03, 2017
HL
Harry Longman
Chief Executive
GP Access (Hospital & Health Care, 1-10 employees)
Vetted Review
Verified User
Capsule CRM
6 years of experience
View profile
Use Cases and Deployment Scope
Across the organisation, for all prospect and customer contacts, records, conversations, and by subcontractors
Pros
  • Everything is captured in one place and we always refer to this when in touch with customers
  • It's flexible for the very individual customers we have, and good for all forms of communication, while keeping all the standard details in order
  • Allowing multiple websites, addresses and so on for each organisation and person is brilliant
Cons
  • Would be handy to allow an individual to be linked to more than one organisation. A number of our customers are in two bodies, eg a GP practice and a GP federation.
Likelihood to Recommend
Managing the whole sales cycle from prospect to established customer

Capsule CRM - an easy pill to swallow.

Rating: 7 out of 10
Incentivized
February 25, 2020
Verified User
Consultant in Social Media
Marketing and Advertising Company, 1-10 employees
Vetted Review
Verified User
Capsule CRM
1 year of experience
Use Cases and Deployment Scope
  • Capsule CRM is something we have tried across the whole organization.
  • The business problem it addresses is team disharmony, task and time mismanagement, and the loss of different content (whether it be contacts, data, context, or previous history on a particular problem) due to the use of various platforms for different types of tasks. Capsule CRM brings everything you need into one platform, making it easier to link contacts to their data, content, and reports. This keeps the team on the same page and the organization operating smoothly.
Pros
  • Mobile app is super helpful to manage work away from a computer!
  • Excellent task management system - can track on a timeline as well as across the team.
Cons
  • The Gmail integration can be a little glitchy and hard to get the hang of.
Likelihood to Recommend
  • Capsule CRM is well suited if you need a CRM that will help you organize your team, order your contacts, take charge of your projects, and efficiency.
  • If your team is less tech-savvy, this may not be the best suited to your organization as the system only works when each team member can maximize the platform offerings fully.

Ease and productivity is Capsule CRM's thing!

Rating: 9 out of 10
Incentivized
January 24, 2020
Verified User
Consultant in Marketing
Graphic Design Company, 1-10 employees
Vetted Review
Verified User
Capsule CRM
1 year of experience
Use Cases and Deployment Scope
Capsule CRM was suggested to me by a friend this year and so far, we love it! This is only the second CRM system I have used and was pleasantly surprised at how easy it is to understand integrate it with G Suite. The big seller for us is that it's FREE for 250 people or less. A lot of our clients are small businesses or non-profits, so this is a great tool as you're building your network.
Pros
  • Price: free for 250 people or less.
  • Easy to use.
Cons
  • Deleting files to free up space is difficult to do.
  • Add reminders like birthdays or donorversarys.
Likelihood to Recommend
If you are looking for something that is free or cheap, then Capsule CRM is great! However, if your budget is more robust, I recommend a more well-rounded CRM tool. Capsule CRM is an amazing value for your money but lacks features larger non-profits or service companies would want like donor managed profiles.

Solid CRM App

Rating: 9 out of 10
Incentivized
December 30, 2019
Verified User
Professional in Professional Services
Accounting Company, 1-10 employees
Vetted Review
Verified User
Capsule CRM
8 years of experience
Use Cases and Deployment Scope
We use Capsule CRM to keep track of all our customers and potential customers interactions across the entire organization. We use it to track documents, correspondence from various different platforms and email systems. We also allow it to integrate with our accounting and marketing systems to track income and expenses and for email marketing purposes. It is a solid resource for tracking all aspects of our operations.
Pros
  • Tracking all of our email correspondence
  • Integrating with our accounting software
Cons
  • Ability to track social media
  • Add additional accounting software integration
Likelihood to Recommend
Capsule is well suited for the small to mid-sized business where there are very few integrations (accounting, email marketing, POS systems). You can track a great deal of information within the systems and it keeps everyone on the same page. If a firm is larger or has a great deal of apps to integrate, they may need a more robust solution or a package suite of apps.

Great CRM for small businesses!

Rating: 9 out of 10
Incentivized
December 04, 2019
Verified User
C-Level Executive in Marketing
Marketing and Advertising Company, 11-50 employees
Vetted Review
Verified User
Capsule CRM
1 year of experience
Use Cases and Deployment Scope
We needed a CRM for our company that was easy to use and low cost. Capsule CRM had a free version for 250 contacts or less that worked perfectly for us at this time as contact management as we were getting our business going was the main function we needed from a CRM. A key deciding factor when looking into a CRM was G Suite integration. Capsule is fantastic with this.
Pros
  • Contact management.
  • Tracking sales.
  • Great UI! It is clean and simple to use.
  • Great for G-Suite integration.
  • A huge number of integrations in general.
Cons
  • There are more comprehensive features in other CRMs. I wish there was the option to have multiple sales pipelines as Pipedrive has.
Likelihood to Recommend
Capsule CRM is the perfect CRM for small businesses looking to use a CRM without the risks of paying monthly. A start-up could survive using the free version for a while as one can store up to 250 contacts. It is also great for businesses who need to use a CRM without the complicated features that salesforce and other CRMs offer than aren't necessary for small businesses.

Great lightweight CRM

Rating: 8 out of 10
Incentivized
October 28, 2019
Verified User
C-Level Executive in Marketing
Marketing and Advertising Company, 1-10 employees
Vetted Review
Verified User
Capsule CRM
1 year of experience
Use Cases and Deployment Scope
As a small organisation that doesn't need huge CRM functionality, Capsule has been great. It has been really easy to use and integrates with Gmail perfectly. We are currently on the free version of Capsule which is all we need for now.
Pros
  • Contact Management
  • Sales Forecasting
  • Easy to use
  • Gmail integration
Cons
  • Limited functionality when compared to it's CRM competitors.
  • No Email Campaign Functionalities
Likelihood to Recommend
Capsule CRM is great for companies that need a CRM that integrates well with Gmail. Additionally, it has a long list of other integrations. Capsule is perfect for small businesses that need a CRM but don't want to pay for extra features they wouldn't need that CRMs like Salesforce would have.

Great CRM option!

Rating: 8 out of 10
Incentivized
January 23, 2020
Verified User
C-Level Executive in Other
Education Management Company, 1-10 employees
Vetted Review
Verified User
Capsule CRM
1 year of experience
Use Cases and Deployment Scope
I use the free version of Capsule CRM for my business to keep track of clients. Capsule is a great CRM for those who want to use contact management and sales cycles without any complicated features or difficult to use programmes.
Pros
  • Contact management.
  • Lead management.
Cons
  • Mobile app could be easier.
Likelihood to Recommend
Capsule CRM is a great CRM for small to medium businesses or nonprofits. It is easy to use and has all the features you could need. The free version is great. Although you can only use it for 250 contacts or less.

This review enCAPSULEates my favorite CRM...

Rating: 9 out of 10
February 03, 2015
RM
Rosi Muñoz
Analyst
CSR-Atlanta, LLC (Management Consulting, 1-10 employees)
Vetted Review
Verified User
Capsule CRM
1 year of experience
Use Cases and Deployment Scope
Only those involved in business development have Capsule licenses (though as a supporting team member, I sometimes help them maintain and organize their information). It allows us to centralize our research on potential buyers, keep our sales pipeline current, and project what the future holds.
Pros
  • Capsule is very easy to use. You can just jump in and learn as you go. There are advantages to really learning the ins and outs, but for those who aren't sold on a CRM to begin with it's good for just getting them started. It is what you make of it--you can use the most basic features or really dive in to the many functionalities.
  • The UI is clean and intuitive. We don't get easily overwhelmed while using it.
  • Capsule has a very robust contact management system. It allows for the generation of very specific lists within existing contacts, which is good if the user has to keep track of thousands of individuals and companies. There is a tagging feature that is great for further organizing contacts.
  • I like that there is a simple workflow option. I encourage the sales guys to make use of this "Tracks" feature, and they often do (but if they don't, it's not the end of the world, which is nice). It provides custom sets of tasks that are created as soon as you start an opportunity or a case.
  • Capsule has a LOT of integrations, which is great if you're looking to expand what you do with your CRM. We got Capsule just to keep track of the sales pipeline, but now that everyone's on board with the concept of a CRM (they weren't sold at first!) we can look into implementing more robust programs that can "talk to" Capsule.
Cons
  • I REALLY wish they had the option to list an individual as being part of more than one company. That is a pretty basic feature that should be included!
  • It would be nice to have a more flexible workflow option with Tracks ("if this then that"), or a very simple flowchart of tasks that are generated depending on which way the opportunity goes.
  • There are barely any Capsule videos on Youtube. A feature I would really love is a set of tutorials or webinars that I could use for learning and for training others.
  • It would be neat if they integrated with project planning software like Basecamp or Wrike.
Likelihood to Recommend
If you want a super robust CRM that does it all, Capsule is not the way to go. It's missing a lot of elements that more powerful CRMs have (though it makes up for it with many integration possibilities). But in my opinion, that simplicity can be a good thing if you just want a way to keep track of your sales pipeline. A lot of people don't have the time or mental bandwidth to learn a new system, and it's better to learn something simple than to barely use something powerful. Capsule is also great if you have to keep track of a lot of contacts--a small PR firm would find this very useful.
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