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.

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.

Capsule Details

Zestia

http://www.capsulecrm.com/

Founded 2009

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Capsule pricing overview

See pricing plans

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


Starting Price

US$18.00/month See pricing details

Pricing Details

30-day free trial of any plan (requires credit card). Free edition: up to 2 users, 10MB storage, and 250 contacts Professional plan: $18 per user per month with 10GB storage per user and up to 50,000 contacts. Teams plan: $36 per user per month with 20GB storage per user and up to 100,000 contacts.

Free Version

Yes

Free Trial

Capsule deployment and support

Support

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Chat

Deployment

  • Cloud, SaaS, Web-based
  • Android (Mobile)
  • iPhone (Mobile)
  • iPad (Mobile)

Training

  • Documentation

Capsule Features

  • API
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts/Notifications
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Campaign Management
  • Contact Database
  • Contact Management
  • Customer Database
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Data Import/Export
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • Forecasting
  • Interaction Tracking
  • Interaction Tracking
  • Internal Chat Integration
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Qualification
  • Marketing Automation
  • Mobile Access
  • Opportunity Management
  • Pipeline Management
  • Projections
  • Quotes/Estimates
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management
  • Third Party Integrations
  • Workflow Management

View full list of CRM Systems

  • Business Card/Badge Scanning
  • Calendar/Reminder System
  • Contact Management
  • Document Storage
  • Email Management
  • Forecasting
  • Interaction Tracking
  • Lead Management
  • Lead Qualification
  • Live Chat
  • Marketing Automation
  • Quotes/Estimates
  • Reporting/Analytics
  • Sales Pipeline Management
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management

View full list of CRM for Small Business

  • API
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • CRM
  • Calendar Management
  • Campaign Analytics
  • Campaign Management
  • Contact Database
  • Contact Management
  • Customer Database
  • Customer Segmentation
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Forecasting
  • Interaction Tracking
  • Interaction Tracking
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Monitoring
  • Opportunity Management
  • Pipeline Management
  • Pipeline Reports
  • Prospecting Tools
  • Real Time Data
  • Real Time Notifications
  • Reminders
  • Reporting & Statistics
  • Sales Forecasting
  • Sales Reports
  • Sales Trend Analysis
  • Social Media Integration
  • Source Tracking
  • Task Management
  • Template Management
  • Third Party Integrations
  • Web Forms
  • Workflow Management

View full list of Lead Management Software

  • API
  • Activity Dashboard
  • Activity Tracking
  • CRM
  • Calendar Management
  • Calendar Sync
  • Campaign Management
  • Cataloguing/Categorisation
  • Collaboration Tools
  • Contact Database
  • Contact Management
  • Customer Database
  • Customer Service Analytics
  • Customer Support
  • Customer Surveys
  • Customisable Templates
  • Customizable Fields
  • Data Import/Export
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • FAQ
  • Forecasting
  • Interaction Tracking
  • Knowledge Management
  • Lead Capture
  • Lead Management
  • Live Chat
  • Opportunity Management
  • Performance Metrics
  • Pipeline Management
  • Reminders
  • Reporting & Statistics
  • Request Escalation
  • Routing
  • Sales Forecasting
  • Sales Reports
  • Sales Trend Analysis
  • Search/Filter
  • Self Service Portal
  • Social Media Integration
  • Task Management
  • Third Party Integrations
  • Web-based Deployment
  • Workflow Management
  • XML / RSS

View full list of Online CRM Software

  • AI/Machine Learning
  • API
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • CRM
  • Calendar Management
  • Campaign Management
  • Contact Database
  • Contact Management
  • Customer Segmentation
  • Customisable Templates
  • Customizable Fields
  • Customizable Scoring
  • Data Enrichment
  • Demographic / Firmographic Data
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Forecasting
  • Interaction Tracking
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Multiple Scoring Models
  • Opportunity Management
  • Pipeline Management
  • Predictive Analytics
  • Prioritisation
  • Process/Workflow Automation
  • Prospecting Tools
  • Real Time Data
  • Real Time Notifications
  • Reminders
  • Reporting & Statistics
  • Sales Forecasting
  • Sales Reports
  • Sales Trend Analysis
  • Search/Filter
  • Social Media Integration
  • Task Management
  • Third Party Integrations
  • Web Forms
  • Workflow Management

View full list of Predictive Lead Scoring Software

  • "What If" Scenarios
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Budgeting/Forecasting
  • Business Process Control
  • CRM
  • Collaboration Tools
  • Competitive Analysis
  • Contact Database
  • Contact Management
  • Correlation Analysis
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Dashboard
  • Dashboard Creation
  • Data Import/Export
  • Data Visualisation
  • Drag & Drop
  • Dynamic Modeling
  • Email Management
  • Exception Reporting
  • Forecasting
  • Graphical Data Presentation
  • Lead Capture
  • Lead Management
  • Lead Qualification
  • Modeling & Simulation
  • Multi-Currency
  • Opportunity Management
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Predictive Analytics
  • Real Time Analytics
  • Real Time Data
  • Real Time Reporting
  • Reporting & Statistics
  • Role-Based Permissions
  • Sales Forecasting
  • Sales Reports
  • Sales Trend Analysis
  • Statistical Analysis
  • Task Management
  • Third Party Integrations
  • Visual Analytics
  • Workflow Management

View full list of Sales Forecasting Software

Capsule Alternatives

More Capsule alternatives

Capsule Reviews

Read all reviews

Overall rating

4.5/5

Average score

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

Review software

Share your experiences with other software buyers.

Write a Review!
Peter M.
Director
Aviation & Aerospace, 2-10 Employees
Used the Software for: 6-12 months
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 4/11/2020

"Best CRM I've ever used"

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

Vendor Response

by Zestia on 10/11/2020

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!

  • Reviewer Source 
  • Reviewed on 4/11/2020
Peter R.
Director
Information Technology & Services, 2-10 Employees
Used the Software for: 2+ years
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 20/11/2020

"wonderful Software for every business"

Comments: The software is simple to use, it has a wide range of tools that you can use. However, the great thing you dont have to use all the features and they are hidden away, so they dont affect your everyday usage. Incredibly for this type of software and all the tools you can access, it is incredibly affordable for personal, small business or large companies. We really love the product

Pros: We have used this software for over five years. We used to use act and were reluctant to move to another provider. We moved because we could use the software on all forms of devices, anywhere in the world. The other great feature is that it is so simple to use, you hardly need any training at all

Cons: Actually we love it, so we dont really have anything negative to say

Vendor Response

by Zestia on 24/11/2020

Hi Peter,

Chloe from Capsule here. Thanks for reviewing us! We're so happy to hear that Capsule has worked out for you!

  • Reviewer Source 
  • Reviewed on 20/11/2020
Ilia T.
Business Development Manager
Information Technology & Services, 2-10 Employees
Used the Software for: 1+ year
  • Overall Rating
    5 /5
  • Ease of Use
    4 /5
  • Features & Functionality
    4 /5
  • Customer Support
    Unrated
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 10/2/2021

"Pretty good."

Comments: Overall experience was positive. It's a solution that I recommend to people.

Pros: What initially attracted us to this CRM was its cost effectiveness. I was impressed by how easy it was to deploy and run. The mobile app was pretty solid, easy to use and probably better or on par with some of the other (more expensive) CRM apps I've used. ~Capsule also had a decent project management function.

Cons: I think we had some trouble when trying to connect to Mail Chimp. From memory it took a long time to get it right.

Vendor Response

by Zestia on 16/2/2021

Hi Ilia,

Chloe here from Capsule. Thanks for taking the time to write a review. We're happy to hear that you found Capsule easy to deploy and are enjoying using the mobile app. If you ever need any help for example setting up integrations then don't hesitate to reach out to us at [email protected]

  • Reviewer Source 
  • Reviewed on 10/2/2021
Verified Reviewer
Sales and Marketing Manager
Computer Software, 11-50 Employees
Used the Software for: 6-12 months
  • Overall Rating
    3 /5
  • Ease of Use
    3 /5
  • Features & Functionality
    3 /5
  • Customer Support
    Unrated
  • Value for Money
    Unrated
  • Likelihood to Recommend
    3/10
  • Reviewer Source 
  • Reviewed on 7/9/2018

"Features and Format Lacking, Good for the Basics"

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.

  • Reviewer Source 
  • Reviewed on 7/9/2018
Andy F.
Co Owner
Wholesale, 2-10 Employees
Used the Software for: 6-12 months
  • Overall Rating
    5 /5
  • Ease of Use
    4 /5
  • Features & Functionality
    4 /5
  • Customer Support
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 3/2/2021

"Good stuff"

Comments: Love it

Pros: We really like the interface and how it is organised.
Best feature is the gmail integration.

Cons: Im hoping that we can connect a certain gmail contact and automatically have every new email/conversation feed into the same contact on capsule.

Vendor Response

by Zestia on 16/2/2021

Hi Andy,

Chloe from Capsule here. Thanks for taking the time to write a review. We're happy to hear that you like the gmail integration and I'll be sure to pass on your feature request to the product team.

  • Reviewer Source 
  • Reviewed on 3/2/2021