Capsule

About Capsule

Capsule is an online CRM software that incorporates a simple visual interface into a powerful CRM system. It works towards building a database with vital information of customers available at the user’s fingertip, from tracking sales to keeping a track of all the contacts which essentially gives its users a birds-eye view of everything they need to deliver a more personal experience to their customers. Companies can achieve a higher number in sales with the option to tailor their own pipelines, granting them the complete dashboard which indicates minute details like potential values and where they stand in the pipeline. This makes taking the next decisive step pretty easy. Capsule’s features include a simple and intuitive customer index within a visual overview of entire sales pipelines, aiding companies to keep a track of where their sales stand as they scale and grow. The software makes sure that not a single open sales opportunity is missed. Users can use features like Milestones to measure up their possible future sales prospects against the factors that are dialed in automatically by the software. Capsule helps team members to have the visibility and the clarity to create their own sales pipelines, making the operations clearer and easier for businesses.

Screenshots & Videos

Pricing

Free Trial Available
Starts at $18.00. Offers Free-forever plan.
View Detailed Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

100%
Reviews

90%
Momentum

64%
Popularity

78%

Platforms Supported

Browser Based (Cloud)
Mobile App (Android, iOS)

Organization Types Supported

All (Small, Medium, Large)
Freelancers

API Support

Available

Modes of Support

Online

Capsule Awards

# 12 Highly Rated Software CRM Software
Q1 2024

# 12 Highly Rated Software CRM Software
Q1 2023

# 10 Highly Rated CRM Software
Q1 2022

# 4 Highly Rated CRM Software
Q4 2020

Capsule Features

Show Feature Explanation

Show Missing Features

CRM Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

100%

Unique Features

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Predictive Analytics

Advanced analytics for predicting customer behavior and sales opportunities

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Customization

Helps to customize the system for use in industry-specific use cases

Standard Features

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Opportunity Management

Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Sales Force Automation

Streamlined management of the sales cycle from lead to close

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

List Management

Enables management of multiple lists and communications with them

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Referral Tracking

Track and manage your referred customers.

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Document Management

Ability to store and manage various information and documents in electronic format.

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

Capsule Pricing

Free Trial

Available

No Credit Card Required, Get Started for Free

Pricing Options

Freemium ( Limited Features )

Premium Plans ( Subscription )

Pricing Plans

MONTHLY YEARLY

Free Free

Features

2 users
250 Contacts
Storage : 50 MB / account
Log Activity
Import Customers
Contact History
Email Storage
Tag Management
Outlook Add-in
Gmail Add-on
Send Emails with Outlook or Gmail
Enrich Social Profiles
Custom Titles
Reminder Follow-up Tasks
Track Customer Milestones
Custom Fields: 25
Zapier Integrations & Automations: 1000+
Customized Filtered Lists
API Access
Sales Pipelines: 1
Manage your Sales Opportunities
Customizable Sales Milestones
Highlight Stale Opportunities
Record Lost Reasons
Tracks: Unlimited
AI Content Assists: 10
Task Management
iCal Subscription
Calendar & Week View
Project Management
Daily Task Reminder Emails
See Everyone's Calendar
Two-Factor Authentication
Export for Backup
Restrict Exports
Microsoft 365 Single Sign-on
Google Workspace Single Sign-on
Mobile App (For iOS & Android)
Mobile App Offline Support
24/7 Online Access with 99.99% Uptime
Caller ID Support
Tablet Support
Resources

Starter $18.00 $21.00 per user / month

Organize contacts, leads, and conversations efficiently with essential starter tools.

Features

Includes features of Free plan, plus
30,000 Contacts
File Storage: 10GB / user
Integrate with Accounting Platforms
Email Templates: 5
Send Emails via your Mailbox
50 Custom Fields
Premium Add-ons
1 Multiple Project Boards
10 AI Content Assists
1 Send Emails from Shared Mailboxes
Connect to Outlook Calendar
Sales Pipeline Dashboard
Kanban Visual Pipeline
Marketing Add-on: $11 per Month

Growth $36.00 $38.00 per user / month

Customization, seamless workflows and insightful reports for evolving businesses.

Features

Includes features of Starter plan, plus
60,000 Contacts
File Storage: 20GB / user
50 Email Templates
Outlook Add-In Automatic Email Storage
150 Custom Fields
Important Fields
Custom Activity Types
5 Sales Pipelines
Workflow Automation
Assign Sales Teams
5 Multiple Project Boards
1000 AI Content Assists
3 Send Emails from Shared Mailboxes
Organize Users Into Teams: 5
Assignment Emails
Activity Reporting
Reporting By Team
Advanced Sales Reporting
Custom Reports Via Looker Studio
Restrict Users to their own Records
Restrict Team access to Records
Marketing Add-on: $11 per Month

Advanced $54.00 $60.00 per user / month

Boost the growth potential of your business with added flexibility at your fingertips.

Features

Includes features of Growth plan, plus
120,000 Contacts
File Storage: 30GB / user
500 Email Templates
300 Custom Fields
50 Sales Pipelines
50 Multiple Project Boards
5 Send Emails from Shared Mailboxes
Organize Users Into Teams: 50
Marketing Add-on: $11 per Month

Ultimate $72.00 $75.00 per user / month

Discover your full potential with premium onboarding and dedicated account management.

Features

Includes features of Advanced plan, plus
240,000 Contacts
File Storage: 50GB / user
1000 Email Templates
Unlimited Custom Fields
100 Sales Pipelines
100 Multiple Project Boards
10 Send Emails from Shared Mailboxes
Organize Users Into Teams: 100
Import Assistance
Custom Training
Dedicated Customer Success Manager
Implementation Support
Marketing Add-on: $11 per Month

Screenshots of Vendor Pricing Page

Disclaimer: The pricing details were last updated on 07/03/2024 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Capsule Pricing

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Capsule Reviews

User Rating

4.4/5 (Based on 503 Ratings)

Rating Distribution

Excellent
49.9%
Very Good
43.1%
Average
6.2%
Poor
0.4%
Terrible
0.4%

User Sentiments

User-Friendly Interface, Extensive Integrations, Excellent Customer Support, Flexible Customization

Limited Reporting Functionality, Occasional Software Glitches, Lack of Bulk Editing Options, Limited Mobile App Functionality

Do You Use Capsule?

Write a Review

Review Summary

Overall, users report that the software is generally user-friendly and easy to use. Its dashboard is intuitive, and its features are straightforward and easy to navigate. Many users appreciate its customer support, finding them responsive and helpful. However, there are complaints about its limited customization options and reporting capabilities. Additionally, some users have experienced issues with data syncing and integration, particularly with other software and platforms.

Pros

Simple and userfriendly interface: Easy to navigate and use, even for nontechnical users.
Customizable options: Allows users to tailor the CRM to their specific needs and preferences.
Mobile app availability: Enables users to access and manage their CRM data on the go.
Excellent customer support: Known for providing prompt and helpful support to users.

Cons

Limited reporting and analytics capabilities: May not be suitable for businesses requiring advanced reporting and data analysis.
Occasional performance issues: Some users have reported experiencing occasional lags and glitches.
Lack of advanced features: May not have all the features and functionalities offered by more comprehensive CRM solutions.

Capsule Reviews

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