Capsule CRM

Overview

Recent Reviews

Capsule CRM - an easy pill to swallow.

7
February 25, 2020
  • Capsule CRM is something we have tried across the whole organization.
  • The business problem it addresses is team disharmony, task and time …
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Great CRM option!

8
January 23, 2020
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 …
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Solid CRM App

9
December 30, 2019
We use Capsule CRM to keep track of all our customers and potential customers interactions across the entire organization. We use it to …
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Great CRM for small businesses!

9
December 04, 2019
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 …
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Great lightweight CRM

8
October 28, 2019
As a small organisation that doesn't need huge CRM functionality, Capsule has been great. It has been really easy to use and integrates …
Read full review

Popular Features

View all 31 features

Integration with email client (e.g., Outlook or Gmail) (14)

8.9
89%

Customer data management / contact management (15)

8.5
85%

Opportunity management (15)

8.3
83%

Pipeline visualization (14)

8.2
82%

Reviewer Pros & Cons

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Video Reviews

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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

Features Scorecard

Sales Force Automation

8.3
83%

Customer Service & Support

8.5
85%

Marketing Automation

8.7
87%

CRM Project Management

8.2
82%

CRM Reporting & Analytics

8.2
82%

Customization

8.2
82%

Security

8.2
82%

Social CRM

7.9
79%

Integrations with 3rd-party Software

8.1
81%

Platform

7.9
79%

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

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 TypesSaaS
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android

Comparisons

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Frequently Asked Questions

How much does Capsule CRM cost?

Capsule CRM starts at $18.

What is Capsule CRM's best feature?

Reviewers rate Integration with email client (e.g., Outlook or Gmail) and Channel / partner relationship management and Lead management highest, with a score of 8.9.

Who uses Capsule CRM?

The most common users of Capsule CRM are from Small Businesses (1-50 employees) and the Marketing & Advertising industry.

Reviews and Ratings

 (37)

Ratings

Reviews

(1-15 of 15)
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Score 8 out of 10
Vetted Review
Verified User
Review Source
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.
  • 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.
  • 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.
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.
The support is via message only and not via telephone. If you are patient enough, the message based support works just fine. It helps with the flexibility of raising a ticket post regular office hours. The support staff are pretty well aware of the product features and share the right link of resource which helps us with the specific issue or setup query.
Hannah Eleanor | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
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.
  • 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.
  • 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.
It enables you to keep info tracked in the program. It helps you manage the data of consumers and organizations effectively.
It is specially designed to simplify contact management and for appropriate estimations. It is designed to make your work easier. It provides everything you require for productive lead management.
Farjana Labonno | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
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.
  • 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.
  • Capsule CRM: Make the UI more appealing.
  • Capsule CRM: Marketing integration is lacking.
  • Capsule CRM: Feature-lacking compared to other CRM systems.
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.
Capsule CRM effectively specifies the causes of any project's disadvantage and problem-solving. This application is effortless because of its genuine approach to business empowerment. Everything is easily accessible with a single click. Our clients will appreciate our technical and user-friendly promotions. Furthermore, it is well worth our company's time to run.
Samuel-Borris James | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
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.
  • 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.
  • 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.
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.



Capsule CRM is the best application in allocating the problems and reasons for any project drawback. Your solution will be there within seconds. It controls business empowerment with its authentic approach and we can use this application without any problem. Our employees are on a single platform and we can decide and implement things at once. There is no need to wait for any meeting, as everything is just a click away. Our promotions are technical and easy to understand for clients and they can communicate well to deliver their ideas.
Maire Eltringham | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
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.
  • Free for 250 people or less
  • Budget friendly
  • Easy to use
  • Mobile app is great
  • Lots of integrations
  • I wish you could add birthday reminders to contacts.
  • Lacking in marketing integration.
  • Can be too simplistic for some companies.
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.
Score 7 out of 10
Vetted Review
Verified User
Review Source
  • 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.
  • 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.
  • The Gmail integration can be a little glitchy and hard to get the hang of.
  • 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.
Prashant Choudhary | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
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.
  • "Tracks" option to set up tasks to be done in an order.
  • Monitor and implement the sales pipeline.
  • Lack of features as compared to other CRM software.
  • Pretty basic UI needs to be made more appealing.
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.
Score 9 out of 10
Vetted Review
Verified User
Review Source
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.
  • Price: free for 250 people or less.
  • Easy to use.
  • Deleting files to free up space is difficult to do.
  • Add reminders like birthdays or donorversarys.
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.
January 23, 2020

Great CRM option!

Score 8 out of 10
Vetted Review
Verified User
Review Source
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.
  • Contact management.
  • Lead management.
  • Mobile app could be easier.
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.
December 30, 2019

Solid CRM App

Score 9 out of 10
Vetted Review
Verified User
Review Source
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.
  • Tracking all of our email correspondence
  • Integrating with our accounting software
  • Ability to track social media
  • Add additional accounting software integration
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.
Score 9 out of 10
Vetted Review
Verified User
Review Source
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.
  • 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.
  • There are more comprehensive features in other CRMs. I wish there was the option to have multiple sales pipelines as Pipedrive has.
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.
October 28, 2019

Great lightweight CRM

Score 8 out of 10
Vetted Review
Verified User
Review Source
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.
  • Contact Management
  • Sales Forecasting
  • Easy to use
  • Gmail integration
  • Limited functionality when compared to it's CRM competitors.
  • No Email Campaign Functionalities
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.
November 29, 2018

Excellent free CRM!

Alicia Barevich, bCRE, bCEE | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
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!
  • 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.
  • 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.
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.
Harry Longman | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
Across the organisation, for all prospect and customer contacts, records, conversations, and by subcontractors
  • 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
  • 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.
Managing the whole sales cycle from prospect to established customer
Rosi Muñoz | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
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.
  • 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.
  • 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.
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.