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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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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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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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

(36)

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
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.
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.
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.
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.
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.
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!
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.
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.
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.
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.
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.
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.