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
(1-4 of 4)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
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.
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
- Positive impact of roping in new clients from existing contact list
- Improved touch points with prospective clients resulted into improved client relationships
- Easy to recommend as a free trial to get clients introduced to CRM, before they pay a single cent. Helps with client buyin for the CRM software. The plans are also competitive with major industry players and come with value on offer for the plan fees for our clients.
- HubSpot CRM and Zoho CRM
- Easy to signup and ease of use for small business use cases.
- Non-aggresive (a good thing) sales team helps clients try it out at their own pace.
- Only the key important featuers are visible on the screen which matter. Helps with lesser confusion with carry out simple tasks.
- Free plan is one of the best on offer to try it out.
Score 9 out of 10
Vetted Review
Verified 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 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.
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
- It develops an efficient way to track and link milestones to success factors and thus, made it easier and simple to manage sales-related businesses.
- It provides an activity reporting feature that enables you to control interactions' frequency and avoid letting customers drift off by way of infrequent contact.
- With Capsule CRM, you can easily personalize your activities as it provides features with which you can schedule and organize a calendar of activities easily.
because the customer support is very responsive and every problem is
resolved efficiently and quickly.
Score 9 out of 10
Vetted Review
Verified 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 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.
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
- Capsule CRM: Increased Efficiency.
- Capsule CRM: Helps With Resource Planning.
- Capsule CRM: Enhanced Sales Process Efficiency.
- Capsule CRM: Effective Marketing And Management Package.
- Capsule CRM: Latest Version Should Include Compensating Effects.
UNLIKE OTHER CRM, Capsule CRM incorporates the latest business technologies into a single solution. It is the best application for promoting our business. The level of communication with clients is outstanding. We can get a quick and accurate read on anything by simply clicking. Even though it performs admirably in the fundamentals, it falls short in some features.
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.
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
- Capsule CRM software not only interprets with resource planning but maintains the customer relationship at its peak.
- This software is altogether a big package to promote and control the business movements on a high scale
- This application tends to work with all versions but, there is no plan to cop up with the R13 version so, the latest version should have all effects to compensate for the business dealings.
Capsule CRM is an excellent application to compensate for the latest business technologies in one solution as compare to other Oracle CRM. There is nothing as good as this application in forming a solid framework for business promotions. The communication with clients is awesome and we can interpret with all dealings at a single click. Our company has an amazing application to hold all the control on workflow with solid planning so, we don’t need anything more in adding our system to operate the ideas and for service management. It can manage the details with a powerful security system.