TrustRadius Insights
Users of Capsule CRM have found it to be a valuable tool for understanding and managing their businesses. With its extensive integrations …
Starting at $18 per month per user
View PricingOverview
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…
Recent Reviews
Popular Features
- Integration with email client (e.g., Outlook or Gmail) (14)8.787%
- Customer data management / contact management (15)8.484%
- Opportunity management (15)8.282%
- Pipeline visualization (14)8.080%
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
Product Demos
Capsule CRM Demo
YouTube
Features
Return to navigation
Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
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 Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | Apple iOS, Android |
Frequently Asked Questions
Capsule CRM starts at $18.
Reviewers rate Integration with email client (e.g., Outlook or Gmail) highest, with a score of 8.7.
The most common users of Capsule CRM are from Small Businesses (1-50 employees).
Comparisons
Compare with
Reviews and Ratings
(43)
Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- 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:
-
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.
-
Utilize integrations with mail campaign and accounting software to enhance the functionality of Capsule CRM, streamlining workflows, and improving productivity.
-
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
(1-15 of 15)Companies can't remove reviews or game the system. Here's why
February 23, 2022
The best CRM to start with then scale up with your growing business
80%
8.0
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
35%
3.5
80%
8.0
70%
7.0
75%
7.5
80%
8.0
Score 9 out of 10
Vetted Review
Verified User
85.55555555555556%
8.6
86.66666666666666%
8.7
90%
9.0
83.33333333333334%
8.3
86.66666666666666%
8.7
85%
8.5
80%
8.0
85%
8.5
85%
8.5
80%
8.0
Score 9 out of 10
Vetted Review
Verified User
66.66666666666667%
6.7
80%
8.0
80%
8.0
76.66666666666667%
7.7
80%
8.0
80%
8.0
85%
8.5
80%
8.0
80%
8.0
80%
8.0
92.22222222222221%
9.2
90%
9.0
95%
9.5
86.66666666666666%
8.7
86.66666666666666%
8.7
87.5%
8.8
85%
8.5
85%
8.5
90%
9.0
70%
7.0
August 18, 2020
Great for small businesses
84.44444444444444%
8.4
83.33333333333334%
8.3
80%
8.0
76.66666666666667%
7.7
63.33333333333333%
6.3
75%
7.5
80%
8.0
70%
7.0
70%
7.0
90%
9.0
February 25, 2020
Capsule CRM - an easy pill to swallow.
80%
8.0
N/A
N/A
35%
3.5
73.33333333333333%
7.3
76.66666666666667%
7.7
80%
8.0
80%
8.0
80%
8.0
70%
7.0
100%
10.0
February 07, 2020
Capsule CRM - the Budget CRM for your startup
77.77777777777777%
7.8
73.33333333333333%
7.3
80%
8.0
83.33333333333334%
8.3
76.66666666666667%
7.7
82.5%
8.3
80%
8.0
80%
8.0
75%
7.5
80%
8.0
January 24, 2020
Ease and productivity is Capsule CRM's thing!
93.33333333333334%
9.3
73.33333333333333%
7.3
80%
8.0
93.33333333333334%
9.3
63.33333333333333%
6.3
95%
9.5
95%
9.5
60%
6.0
60%
6.0
100%
10.0
January 23, 2020
Great CRM option!
46.66666666666667%
4.7
53.33333333333333%
5.3
80%
8.0
80%
8.0
23.333333333333336%
2.3
N/A
N/A
N/A
N/A
70%
7.0
N/A
N/A
70%
7.0
December 30, 2019
Solid CRM App
92.85714285714286%
9.3
N/A
N/A
90%
9.0
93.33333333333334%
9.3
90%
9.0
90%
9.0
100%
10.0
70%
7.0
95%
9.5
90%
9.0
December 04, 2019
Great CRM for small businesses!
83.33333333333334%
8.3
N/A
N/A
N/A
N/A
40%
4.0
76.66666666666667%
7.7
60%
6.0
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
October 28, 2019
Great lightweight CRM
68%
6.8
N/A
N/A
N/A
N/A
70%
7.0
46.66666666666667%
4.7
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
November 29, 2018
Excellent free CRM!
73.33333333333333%
7.3
33.333333333333336%
3.3
N/A
N/A
33.333333333333336%
3.3
33.333333333333336%
3.3
17.5%
1.8
35%
3.5
N/A
N/A
N/A
N/A
N/A
N/A
October 03, 2017
Essential to running our business
64.44444444444444%
6.4
13.333333333333332%
1.3
80%
8.0
70%
7.0
56.66666666666667%
5.7
65%
6.5
75%
7.5
65%
6.5
30%
3.0
70%
7.0
February 03, 2015
This review enCAPSULEates my favorite CRM...
Score 9 out of 10
Vetted Review
Verified User
51.66666666666667%
5.2
100%
10.0
100%
10.0
35%
3.5
83.33333333333334%
8.3
93.33333333333334%
9.3
N/A
N/A
100%
10.0
50%
5.0
80%
8.0