15 years helping Irish businesses
choose better software

What Is Capsule?

The ideal CRM tool for companies with 10-1000 employees. Over 10,000 businesses across the globe use Capsule to better organize their customer facing and sales activities. Capsule is easy to use, yet powerful and customisable so you can adapt it to your business. It integrates with other popular apps such as Google G Suite, QuickBooks, MailChimp and Zapier for advanced sales automation. Starting from as little as $18 per user, you can get started in just a few minutes with our free trial.

Who Uses Capsule?

Owners of small and growing businesses that want to better organise their business and customer activities. Sales/Marketing Heads/VP's of small to medium sized businesses looking for a sales solution.

Where can Capsule be deployed?

Cloud-based
On-premise

About the vendor

  • Zestia
  • Located in Manchester, UK
  • Founded in 2009

Capsule support

  • Chat

Countries available

Argentina, Australia, Austria, Belgium, Bolivia and 37 others

Languages

Brazilian Portuguese, English, French, Portuguese, Spanish

Capsule pricing

Starting Price:

US$18.00/month
  • Yes, has free trial
  • Yes, has free version

Capsule has a free version and offers a free trial. Capsule paid version starts at US$18.00/month.

About the vendor

  • Zestia
  • Located in Manchester, UK
  • Founded in 2009

Capsule support

  • Chat

Countries available

Argentina, Australia, Austria, Belgium, Bolivia and 37 others

Languages

Brazilian Portuguese, English, French, Portuguese, Spanish

Capsule videos and images

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Features of Capsule

  • Activity Dashboard
  • Alerts/Notifications
  • CRM
  • CRM Integration
  • Calendar Management
  • Calendar/Reminder System
  • Campaign Management
  • Client Management
  • Collaboration Tools
  • Commenting/Notes
  • Contact Database
  • Contact Management
  • Customer Database
  • Customisable Reports
  • Customizable Fields
  • Dashboard
  • Data Import/Export
  • Document Management
  • Document Storage
  • Email Management
  • Email Marketing
  • Email Templates
  • File Management
  • For Real Estate
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forecasting
  • Interaction Tracking
  • Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Marketing Automation
  • Mobile Access
  • Mobile App
  • Opportunity Management
  • Performance Metrics
  • Pipeline Management
  • Predictive Analytics
  • Process/Workflow Automation
  • Quotes/Estimates
  • Referral Tracking
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Activity Management
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Search/Filter
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management
  • Third Party Integrations
  • Visual Analytics
  • Workflow Management

Capsule Alternatives

Pipedrive is an easy-to-implement CRM software tool that helps you focus on the activities that drive deals to close. Learn more about Pipedrive
Easy-to-use, affordable, small business contact manager to track contacts, schedule follow-ups, and manage workflows.
Freshdesk is an easy-to-use customer service software that helps over 60,000 businesses worldwide create stellar customer experiences.
Bigin helps small businesses move away from spreadsheets and get started with a CRM solution that is truly built for their needs. Learn more about Bigin by Zoho CRM
Automate your client bookings, cancellations, reminders & payments using the worlds friendliest online scheduling software. Learn more about Acuity Scheduling
Brevo, is the leading customer relationship management (CRM) suite.
monday.com is a cloud Work OS, where teams run their projects and everyday work, whether they are in the office, home or on-the-go.
Keela is a fundraising CRM that unifies fundraising and donor communications.
Simple cloud based CRM to keep track of the leads, conversations, follow ups, and tasks that are the lifelines of your business.

Reviews of Capsule

Average score

Overall
4.5
Ease of Use
4.6
Customer Service
4.5
Features
4.3
Value for Money
4.6

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001
Peter
Peter
Director in UK
Verified LinkedIn User
Aviation & Aerospace, 2–10 Employees
Used the Software for: 6-12 months
Reviewer Source

Best CRM I've ever used

5.0 3 years ago

Comments: Peace of mind for my business

Pros:

Visual presentation of the data, ease of access, monthly subscription, data capture, project tracking, email link capability, mobile access.

Cons:

The CRM had no functions that I disliked

Alternatives Considered: Act!, Salesforce Sales Cloud and SugarCRM

Reasons for Switching to Capsule: All other products were too complex with difficult to set up daily interactions

Zestia Response

3 years ago

Hi Peter, Chloe here from Capsule. Thanks for taking the time out to write a review about Capsule - we're really glad it's helping your business!

Robert
Robert
CEO in Australia
Verified LinkedIn User
Education Management, 2–10 Employees
Used the Software for: 6-12 months
Reviewer Source

A simple CRM that allowed us to hit the ground running

4.0 2 years ago

Comments: Overall I have been pleasantly surprised. I at first thought the system would be too underpowered for what we needed, but it has actually delivered on what we have needed and the simplicity of changing things has allowed us to easily experiment with our processes until we have things right. It has suited our small team very well - and I look forward to seeing how well it scales with us.

Pros:

I like the simplicity of the system. It was very quick and easy both to setup (and make changes to) and then to use the system. It has been very easy to train new employees on. The system has some good power around workflows - which have helped us lock down our processes and helped new staff to follow them. It has a good integration with Xero which has saved us a lot of time and has just released an integration into a mail campaign tool (Transpond) which looks to be a nice added bonus.

Cons:

The system doesn't have a document generation tool (so you need to generate invoices and quotes in a separate system). It also is comparatively underpowered in the reports you can generate (even when you upgrade to the higher tiers that have additional reporting functionality). You can export full data sets to CSV - so we have built what we needed in Excel, but it would be nice to have it saved as reports and visualisations in the system. There also isn't the flexibility around notifications that I am previously used to (and so we have had to adjust the workflows a little).

Alternatives Considered: Salesforce Starter

Reasons for Switching to Capsule: The initial price point was cheaper for Capsule (about half the price of Salesforce) - and I and other key staff members of the team had experience of setting up Salesforce and found that there was just a lot more to do before you could start using the system (and another step change of work before you could start using it again).

Zestia Response

2 years ago

Hi Robert, Chloe from Capsule here. Thanks for taking the time to write a detailed review - it really helps our team when we receive first-hand feedback. We're so happy to hear that Capsule is helping your business and saving you time in a variety of ways. We've also taken onboard your feedback regarding document generation, reports and notifications. If anything should change on any of those fronts - you'll be the first to know. Regardless, we're very happy that you've been surprised by Capsule and look forward to helping your business scale in the future.

Caroline
Ops Director in UK
Computer Software, 2–10 Employees
Used the Software for: 1+ year
Reviewer Source

We drive our business forward with Capsule

5.0 4 weeks ago New

Comments: Capsule has become the key driver of business growth for us, and we track everything through it. No exceptions.

Pros:

Really simple and intuitive to use. Good organisation, we like it so much we hired someone to run Capsule full-time as the ROI was clear to see.

Cons:

To be able to send emails from within capsule, but appearing to arrive from my own email address.

Verified Reviewer
Verified LinkedIn User
Computer Software, 11–50 Employees
Used the Software for: 6-12 months
Reviewer Source

Features and Format Lacking, Good for the Basics

3.0 5 years ago

Comments: Overall, Capsule seems middle-of-the-road. It's been useful as a database to keep our pipeline and outreach organized at a base level but hasn't impressed beyond that.

Pros:

The ability to export to Mailchimp has been very useful, it allows us to immediately update lists without having to go through multiple extra steps.

Cons:

Certain features I'm used to in a CRM are missing. The only way to correlate multiple organizations (as a subsidiary or similar case) is to make a note of it in the organization description and that doesn't link through. You're also unable to categorize a contact under multiple organizations, so you need to create a new person with the same name if you want to put them under more than one company. It would also be nice to have a better search and reporting function. The only things you can search for are the person, organization, case, and note content, so every other bit of information you'd like to search for and compile must be placed as a tag, which gets clunky and disorganized easily. There is some sales pipeline reporting, but the options are not as robust as other CRM systems I've used in the past.

Ben
Owner in Australia
Leisure, Travel & Tourism, Self Employed
Used the Software for: Free Trial
Reviewer Source

Day #1 of the evaluation

4.0 6 months ago

Pros:

DAY #1 - yes, I know, I know its early days but after using a high-powered corporate CRM for 20 years I find Capsules underlying principles of operations intuitive , and easy to understand. I accept there is much to do to get me back up and running in my small business but I'm really confident after my painful transition from a large US corporate CRM that it wont be as painless and frustrating. Also let me highlight an outstanding feature of Capsule. Hardware, software, R&D catchup, and leapfrog etc is the nature of the industry. But what my intuition tells me after a long time in the game what will set this company apart (and I've seen many over the years: good and abysmal) is the quality and calibre of the support. The support team wants me to succeed! :) and that gives me a lot of energy. I have spent 40 years in the IT game and to get a support response from halfway round the world in 4 hrs gives me great confidence. I will report back again year!

Cons:

I will report back in the next 6 months to give an update.