My favorite feature of Capsule is the breadth and depth of integrations and functionality it offers. Our primary CRM, it’s a great place …
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 …
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 …
It is used to allocate people's work, keeping track of customers, tag them to a specific group, keep track of sales pipeline and …
- Capsule CRM is something we have tried across the whole organization.
- The business problem it addresses is team disharmony, task and time …
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 …
Across the organisation, for all prospect and customer contacts, records, conversations, and by subcontractors
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 …
We use Capsule CRM to keep track of all our customers and potential customers interactions across the entire organization. We use it to …
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 …
As a small organisation that doesn't need huge CRM functionality, Capsule has been great. It has been really easy to use and integrates …
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 …
Only those involved in business development have Capsule licenses (though as a supporting team member, I sometimes help them maintain and …
Integration with email client (e.g., Outlook or Gmail) (12)
Customer data management / contact management (13)
Pipeline visualization (13)
Opportunity management (13)
per month per user
per month per user
per month per user
Entry-level set up fee?
- No setup fee
For the latest information on pricing, visithttps://capsulecrm.com/signup
- Free Trial
- Free/Freemium Version
- Premium Consulting / Integration Services
Starting price (does not include set up fee)
- $18 per month per user
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.
How to use Outlook with Capsule using its Outlook Add-in
|Mobile Application||Apple iOS, Android|
Frequently Asked Questions
Capsule CRM starts at $18.
Reviewers rate Integration with email client (e.g., Outlook or Gmail) and Channel / partner relationship management highest, with a score of 9.1.
The most common users of Capsule CRM are from Small Businesses and the Marketing & Advertising industry.
Companies can't remove reviews or game the system. Here's why
- 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.
- Free for 250 people or less
- Budget friendly
- Easy to use
- Mobile app is great
- Lots of integrations
- I wish you could add birthday reminders to contacts.
- Lacking in marketing integration.
- Can be too simplistic for some companies.
- "Tracks" option to set up tasks to be done in an order.
- Monitor and implement the sales pipeline.
- Lack of features as compared to other CRM software.
- Pretty basic UI needs to be made more appealing.
- Mobile app is super helpful to manage work away from a computer!
- Excellent task management system - can track on a timeline as well as across the team.
- The Gmail integration can be a little glitchy and hard to get the hang of.
- Many fields. It's not super customizable, at least at the free level, but there are many fields that you can utilize to fit your needs
- Entirely web based. We've never experienced down time or lag issues.
- Free! It's hard to find a powerful database for free.
- The CRM is intended for "sales pipeline" use. We don't use it for that, so we have to hack it a bit to fit our needs. If you need a free CRM to track sales pipelines...this would be PERFECT!
- The Dashboard isn't particularly customizable or useful for us.
- Everything is captured in one place and we always refer to this when in touch with customers
- It's flexible for the very individual customers we have, and good for all forms of communication, while keeping all the standard details in order
- Allowing multiple websites, addresses and so on for each organisation and person is brilliant
- Would be handy to allow an individual to be linked to more than one organisation. A number of our customers are in two bodies, eg a GP practice and a GP federation.
- Price: free for 250 people or less.
- Easy to use.
- Deleting files to free up space is difficult to do.
- Add reminders like birthdays or donorversarys.
- Tracking all of our email correspondence
- Integrating with our accounting software
- Ability to track social media
- Add additional accounting software integration
- Contact Management
- Sales Forecasting
- Easy to use
- Gmail integration
- Limited functionality when compared to it's CRM competitors.
- No Email Campaign Functionalities
- Contact management.
- Lead management.
- Mobile app could be easier.
- 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.