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…
TrustRadius Insights
The best CRM to start with then scale up with your growing business
Its tool for focus on customer retainment providing success under your control .
"Capsule CRM Is A Cost-effective, Easy-to-use Tool With Many Interrogations."
It manages the communication by consensus-based forecasting and service management.
Great for small businesses
Capsule CRM - an easy pill to swallow.
- Capsule CRM is something we have tried across the whole organization.
- The business problem it addresses is team disharmony, task and time …
Capsule CRM - the Budget CRM for your startup
Ease and productivity is Capsule CRM's thing!
Great CRM option!
Solid CRM App
Great CRM for small businesses!
Great lightweight CRM
Excellent free CRM!
Essential to running our business
Popular Features
- Integration with email client (e.g., Outlook or Gmail) (15)8.181%
- Customer data management / contact management (16)8.080%
- Opportunity management (16)8.080%
- Pipeline visualization (15)8.080%
Reviewer Pros & Cons
Pricing
Professional
$18
Teams
$36
Enterprise
$54
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $18 per month per user
Product Demos
Capsule CRM Demo
Features
Sales Force Automation
This is the technique of using software to automate certain sales-related tasks.
- 8Customer data management / contact management(16) Ratings
The software acts as a single source for all customer data and enables users to access that data efficiently.
- 7.1Workflow management(14) Ratings
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
- 6.1Territory management(9) Ratings
Users can defines salesperson territories based on customer or market characteristics.
- 8Opportunity management(16) Ratings
Users can track deals and create quotes.
- 8.1Integration with email client (e.g., Outlook or Gmail)(15) Ratings
Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.
- 8Contract management(13) Ratings
Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.
- 6.2Quote & order management(12) Ratings
Users can create, process and fulfill price quotations and sales transactions.
- 7Interaction tracking(14) Ratings
Users can log and track all customer interactions through any channel, including social, email, phone and in-person.
- 6.2Channel / partner relationship management(12) Ratings
The software allows for sales, territory, lead, order and account management for partners or OEM relationships.
Customer Service & Support
This component of CRM software automates help desk, call center and field service management.
- 8.6Case management(8) Ratings
This includes incident/ticket creation, routing, escalation, and resolution.
- 8.1Call center management(7) Ratings
This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.
- 8.5Help desk management(8) Ratings
This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.
Marketing Automation
This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.
- 8Lead management(11) Ratings
This includes lead generation, scoring, qualification, routing, and nurturing.
- 9Email marketing(10) Ratings
This involves the ability to send mass email to groups of people based on particular qualifications.
CRM Project Management
This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.
- 9Task management(13) Ratings
This includes the ability to plan, track, collaborate and report on tasks.
- 7.1Billing and invoicing management(11) Ratings
This includes automated invoice creation and billing.
- 7Reporting(13) Ratings
Software provides a broad range of standard and the ability to build custom reports.
CRM Reporting & Analytics
Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.
- 7.1Forecasting(13) Ratings
The software helps users accurately forecast sales based on volume and conversion metrics.
- 8Pipeline visualization(15) Ratings
Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.
- 6.2Customizable reports(12) Ratings
Users can create reports and dashboards unique to their needs.
Customization
This addresses a company’s ability to configure the software to fit its specific use case and workflow.
- 7.1Custom fields(14) Ratings
Users can create custom fields to store additional information on standard and custom objects.
- 6.2Custom objects(12) Ratings
Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.
- 8.6Scripting environment(8) Ratings
Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.
- 8API for custom integration(10) Ratings
An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.
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.
- 8.9Single sign-on capability(11) Ratings
The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.
- 8.9Role-based user permissions(12) Ratings
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Social CRM
This component of CRM software helps companies leverage social media in engaging with customers.
- 7.1Social data(13) Ratings
The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.
- 7.1Social engagement(12) Ratings
The software can facilitate and track engagement with customers via social channels.
Integrations with 3rd-party Software
This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.
- 8Marketing automation(12) Ratings
The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.
- 7.1Compensation management(10) Ratings
The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.
Platform
- 8Mobile access(13) Ratings
Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.
Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
What is Capsule CRM?
Capsule CRM Screenshots
Capsule CRM Video
Capsule CRM Integrations
Capsule CRM Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
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Operating Systems | Unspecified |
Mobile Application | Apple iOS, Android |
Frequently Asked Questions
Comparisons
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Reviews and Ratings
(43)Community Insights
- Business Problems Solved
- Pros
- Cons
- Recommendations
Users of Capsule CRM have found it to be a valuable tool for understanding and managing their businesses. With its extensive integrations and functionality, the software allows users to gain insight into various aspects of their company. The simple interface makes it easy to search for profiles and contacts, as well as extract and upload information efficiently. Users appreciate the user-friendly nature of Capsule CRM, which enables them to easily customize events and tracks, making planning for the entire year straightforward. This cost-effective solution also offers excellent customer service, making it a great fit for businesses without the need for extensive training or migration. The compatibility with a wide range of other programs and systems ensures seamless integration and resolves any issues promptly.
One of the key use cases of Capsule CRM is its ability to centralize and manage customer data effectively. Users rely on this software for segmentation, territory management, and centralizing research on potential buyers. By keeping sales pipelines current and projecting future sales, Capsule CRM helps businesses stay organized and strategic in their sales efforts. Additionally, users find value in the tool's capability to allocate work, track customers, tag them to specific groups, manage sales pipelines, and facilitate group email communication.
Another important use case of Capsule CRM is its feature-rich task management system. The use of tracks in the software allows users to set up task flows and create tasks for specific deals. This enhances productivity and organization by ensuring that important tasks are not overlooked or forgotten while managing multiple deals simultaneously.
Capsule CRM's commitment to user support is evident through their provision of live training, in-person training, and live documentation. This comprehensive support ensures that users can easily learn and utilize the platform effectively.
Capsule CRM caters to various types of organizations including freelancers, book marketing companies, and businesses of all sizes. It provides valuable features for managing contacts, sales pipelines, and marketing interactions. For small businesses especially, Capsule CRM is highly regarded due to its ease of use, low cost, and integration with G Suite. Users appreciate the ability to understand and integrate with G Suite seamlessly, and many find the free version suitable for their smaller contact lists.
In summary, Capsule CRM addresses common business problems such as team disharmony, task and time mismanagement, and loss of data and context by providing a centralized platform for all CRM needs. It offers a breadth and depth of integrations and functionality that allow users to gain insights into their business operations. With its user-friendly interface and customizable features, it is a
Highly Accessible and Easy-to-Use Interface: Many users have praised Capsule CRM for its highly accessible and easy-to-use interface. The software's smooth and intuitive design has been appreciated by numerous reviewers, allowing them to quickly navigate and utilize its features effectively. This intuitive interface contributes to a positive user experience and reduces the learning curve for new users.
Efficient Lead Management Feature: The lead management feature in Capsule CRM has received high praise from users. Several reviewers have mentioned that this feature enables them to efficiently manage and track potential customers, leading to more targeted sales efforts and improved productivity. With this feature, businesses can streamline their sales process, enhance efficiency, and effectively manage their customer relationships.
Robust Contact Management System: Users value Capsule CRM's robust contact management system which allows them to generate specific lists within their existing contacts. This functionality has been particularly useful for users who need to keep track of a large number of individuals and companies. It helps users stay organized and easily access the information they need, improving overall efficiency and organization in managing customer relationships.
Lack of Customization Options: Several users have expressed frustration with the limited customization options in Capsule CRM. They feel that the software lacks features such as a good dashboard, GUI, and options for customized reports. Some users believe that these limitations hinder their ability to tailor the system to their specific needs.
Poor Integration Capabilities: A common complaint among users is the lack of smooth integration with other tools and platforms. Specifically, users have mentioned difficulties integrating Capsule CRM with marketing tools like Mailchimp and have called for improvements in third-party integrations overall. This limitation has been a source of frustration for some users who rely on seamless integration for efficient workflow management.
Limited Functionality Compared to Competitors: Users have pointed out several areas where they find Capsule CRM's functionality lacking compared to its competitors. For example, some users mention that the software does not allow contacts to be listed alphabetically or offer screen filters. Additionally, it lacks features like social media tracking and multiple sales pipelines found in other CRM systems. These limitations may impact user productivity and adaptability within the software.
Users commonly recommend the following based on their experiences with Capsule CRM:
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Configure Capsule to meet specific needs by keeping tags simple and consistent, setting up custom fields according to available data, and ensuring a better organization.
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Utilize integrations with mail campaign and accounting software to enhance the functionality of Capsule CRM, streamlining workflows, and improving productivity.
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Take advantage of the affordability and user-friendliness of Capsule CRM, which is suitable for any type of business, especially those on a small budget. Additionally, users highly appreciate the helpful support team that can assist with any questions or issues that may arise.
Attribute Ratings
Reviews
(1-7 of 7)Neat CRM with a solid feature set
- 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
- More AI integration
- Improve the language functions
- More concise Map integration
The best CRM to start with then scale up with your growing business
- 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.
- 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.
- 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.
- 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.
Great CRM for small businesses!
- 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.
This review enCAPSULEates my favorite CRM...
- 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.