Capsule CRM

Overview

Reviews

Capsule CRM - an easy pill to swallow.

7
  • 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
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
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
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
As a small organisation that doesn't need huge CRM functionality, Capsule has been great. It has been really easy to use and integrates …
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Popular Features

View all 31 features

Integration with email client (e.g., Outlook or Gmail) (12)

9.1
91%

Customer data management / contact management (13)

8.5
85%

Pipeline visualization (13)

8.0
80%

Opportunity management (13)

7.9
79%

Reviewer Pros & Cons

View all pros & cons

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

8.4
84%

Customer Service & Support

8.4
84%

Marketing Automation

8.5
85%

CRM Project Management

8.1
81%

CRM Reporting & Analytics

7.8
78%

Customization

8.2
82%

Security

8.4
84%

Social CRM

7.9
79%

Integrations with 3rd-party Software

8.0
80%

Platform

8.0
80%

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

Alternatives

View all alternatives

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 highest, with a score of 9.1.

Who uses Capsule CRM?

The most common users of Capsule CRM are from Small Businesses and the Marketing & Advertising industry.

Reviews and Ratings

(13)

Ratings

Reviews

(1-13 of 13)
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Farjana Labonno | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
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.
Samuel-Borris James | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
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.



Maire Eltringham | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
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.
Prashant Choudhary | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
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 7 out of 10
Vetted Review
Verified User
Review Source
  • 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.
Score 9 out of 10
Vetted Review
Verified User
Review Source
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
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.
November 29, 2018

Excellent free CRM!

Alicia Barevich, bCRE, bCEE | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
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.
December 30, 2019

Solid CRM App

Score 9 out of 10
Vetted Review
Verified User
Review Source
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
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
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.
Rosi Muñoz | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
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.