Capsule CRM

The smart simple online CRM, Build stronger customer relationships.

4.5 2 Reviews
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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.
Zestia Ltd
2009
United States
2 Industries
1 Language

Screenshot & Video

1/2

LICENSING & DEPLOYMENT

  • Proprietary
  • Cloud Hosted
  • Web-based
  • iPhone/iPad
  • Android

SUPPORT

  • Email
  • 24x7 Support

Knowledge Base

  • Help Guides
  • Video
  • Blog

Capsule CRM Core Features

CRM

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

Contact Management

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

Task Management

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

Sales Forecasting

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

Capsule CRM Pricing

Pricing Type

  • Per User

Preferred Currency

  • USD ($)

Free Version

  • No

Payment Frequency

  • Monthly Payment
  • Annual Subscription
Vendor pricing page
  • 30 Days Trial

Plans & Packages

Standard
$18 Per Month

Capsule CRM Reviews

4.5 2 Reviews
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Graham Hyman

A basic, but excellent CRM tool

Rating Breakdown

  • Ease of Use
  • Features
  • Customer Support
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Review Summary

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

Great

Rating Breakdown

  • Ease of Use
  • Features
  • Customer Support
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Review Summary

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.

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