Capsule CRM

United States HQFounded 2009

Deployment

Web-basediPhone/iPadAndroid

Best for

SmallMedium

Overview

About Capsule CRM

Capsule CRM is a best-in-class online CRM solution for startups, SMEs, and large enterprises. The software covers all the standard modules of CRM, like contact management, sales management, sales analytics, marketing, etc. The user-friendly and intuitive CRM space extends its functionalities by integrating it with third-party tools. The mobile app version of this customer relationship software gives a real-time picture of the sales cycle with attributes like future sales projections, customized sales processes with multiple sales pipelines, and tracking sales opportunities.

The software offers a free trial and follows a pay-as-you-go model that can be canceled anytime. Nurturing customer relationships and winning more sales is just easy with this simple yet powerful CRM.

At a glance

Software information

Industries served, licensing and the support Capsule CRM provides.

Industries

  • Marketing-advertising
  • Retail

Licensing

  • Proprietary
  • Monthly Payment
  • Annual Subscription
  • Free trial

Support

  • Email
  • 24x7 Support

Training

  • Help Guides
  • Video Guides
  • Blogs

Knowledge Base

  • Help Guides
  • Video
  • Blog
Languages (1)
English

Review analytics

What customers report

4.5
Based on 2 verified reviews

What users say

Review Analytics of Capsule CRM

Every review is verified through Goodfirms before it's published.

4.52 Verified Reviews
Detailed Reviews of Capsule CRM
Sort ByWrite a Review
Graham Hyman, Operations Manager at NevHouseVerified Review
Posted on May 3, 2019

“A basic, but excellent CRM tool”

Overall rating5.0
I have been using Capsule for iaround 10 years and have introduced it into 3 businesses as it is an affordable, reliable and straightforward CRM system. The only downside I encounter is that HTML code is not recognised in storing messages so they appear as plain text not as formatted emails. It doesn't take long to get used to this and soon it is not a problem.

The upside is that it is incredibly easy to use and has the easiest pathway to associate and store emails to a particular case or opporunity directly from your email client. This can be done live when the email is sent or historically for emails received or with sent emails where the email routing address was forgotten when first sending. I have tried most of the other simmilar CRMs (including Zoho, Insightly and Bitrix24) and none of them have either this feature or the ease of use of the feature in Capsule.

Like all CRMs, it takes a while for users to learn but nowhere near as long as others I have tried.

The platform is incredibly stable, I have not encountered one instance of being unable to access my data.

The support team is kowledgeable, persistent and very quick to respond (usually < 24 hours and that is only because my timezone is 10 hours ahead of the Capsule team's.

I could not recommend CapsuleCRM more highly.
Celine Ladoire, Editor & IT Coordinator at WidgetyVerified Review
Posted on Dec 24, 2018

“Great”

Overall rating4.0

Pros: Great organization and integrations.

Cons: The feature Sales Pipeline only works for single product companies, But as we work as large developers, so it doesn't work for us.

Capabilities

Capsule CRM features

The full feature set, grouped by module.

CRM Software

  • Calendar & Task
  • Contact Management
  • Collaboration Tools
  • Custom Dashboard
  • Email Integration
  • Forecasting & Analytics
  • Lead Management
  • Pipeline Management
  • Reporting
  • Sales Automation

Contact Management Software

  • Contact Import/Export
  • Daily Call List
  • Lead Management
  • Search/Filter
  • Segmentation
  • Shared Contacts

Task Management Software

  • Collaboration Tool
  • Progress Tracking
  • Project Planning
  • Project Scheduling
  • Reporting
  • Resource Management
  • Task Management

Sales Forecasting Software

  • Correlation Analysis
  • Dashboard
  • Modeling & Simulation
  • Performance Metrics
  • Reporting
  • Sales Trend Analysis
  • Statistical Analysis

Plans

Capsule CRM pricing

Price Type
Month
Free Version
No
Payment Frequency
Monthly Payment, Annual Subscription
Preferred Currency
USD ($)
Free Trial
30 Days
Standard$18 / month

Media

Screenshots & video

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