Capsule

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7.8/10 (Expert Score)
Product is rated as #16 in category CRM
Capsule is a smart and simple online CRM platform that empowers businesses to build stronger customer relationships, drive sales, and save valuable time.
Design
6.8
Easy to use
7.1
Price
7.4
Features
8.4
Accuracy
9.5
PROS:
  • Simple and intuitive interface:
  • Contact management
  • Sales pipeline management
  • Sales analytics and reporting
  • Integration capability
CONS:
  • Limited customization options
  • Advanced features may be limited
  • Pricing structure
  • Learning curve for advanced features
  • Customer support response time

Details about Capsule

Capsule is a smart and simple online CRM platform that empowers businesses to build stronger customer relationships, drive sales, and save valuable time. With over 10,000 global businesses already benefiting from its features, Capsule offers a user-friendly solution for managing contacts, sales, and fostering lasting connections.

At the heart of Capsule’s functionality is its commitment to making CRM (Customer Relationship Management) both powerful and easy to use. The platform provides a comprehensive set of tools designed to streamline contact management, nurture relationships, and enhance organizational efficiency. By centralizing customer information in one place, Capsule enables businesses to stay organized and gain valuable insights into their customer interactions.

The Sales Pipeline feature empowers sales teams to take control of their sales process. By customizing the pipeline to match their unique workflow, sales professionals can easily identify deals that require attention and those on the verge of closing. This visibility allows for better sales forecasting and decision-making, ultimately leading to increased conversion rates and revenue growth.

Capsule’s Sales Analytics feature provides businesses with valuable insights into their sales performance. By leveraging insightful reports, companies can identify the activities that have the most impact on their sales figures. This data-driven approach allows for informed business decisions, enabling businesses to optimize their strategies and achieve better results.

With Workflow Automation, Capsule helps businesses eliminate manual and time-consuming tasks. By automating sales workflows and other essential processes, teams can work more efficiently and consistently, reducing the burden of repetitive work and enabling employees to focus on more valuable activities.

Key Features of Capsule:

  • Contact Management: Capsule provides a centralized repository for customer information, allowing businesses to organize and track interactions, ensuring a personalized experience.
  • Sales Pipeline: Tailor your sales pipeline to match your unique process and easily identify deals that require attention or are about to close, enabling better sales management and forecasting.
  • Sales Analytics: Gain valuable insights into your sales performance with insightful reports. Identify the activities that have the most impact on your sales figures, empowering informed decision-making.
  • Workflow Automation: Automate sales workflows and other business processes to eliminate manual and repetitive tasks. Streamline your work and improve consistency and efficiency.
  • Sales Pipeline Dashboard: Access a comprehensive dashboard that provides a visual representation of your sales pipeline, allowing you to monitor progress and make informed decisions.
  • Calendar & Task Management Tools: Stay organized with built-in calendar and task management tools. Manage your appointments, tasks, and deadlines efficiently.
  • Outlook & Gmail Integrations: Seamlessly integrate Capsule with your existing Outlook or Gmail accounts, enabling smooth communication and data synchronization.
  • Two-Factor Authentication: Ensure the security of your data with two-factor authentication, adding an extra layer of protection to your Capsule account.
  • Advanced Sales Reporting (Teams Plan): The Teams plan offers advanced sales reporting features, allowing growing businesses to gain deeper insights into their sales performance and make data-driven decisions.
  • Customizable Access Permissions (Teams Plan): Set access permissions for your customer records, ensuring that sensitive information is only accessible to authorized team members.
  • Integration with Popular Applications: Capsule integrates seamlessly with popular applications such as Microsoft 365, Google Workspace, Xero, Mailchimp, and more, enabling a smooth workflow and data synchronization.

Capsule also offers seamless integrations with popular applications such as Microsoft 365, Google Workspace, Xero, Mailchimp, and many more. This integration capability ensures a smooth workflow and allows businesses to leverage their existing tools while benefiting from Capsule’s powerful CRM features.

Trusted by thousands of businesses worldwide, Capsule provides a 14-day free trial with no credit card required. Whether you are a startup, small business, or mid-sized enterprise, Capsule offers tailored solutions to meet your specific needs. With its intuitive interface, robust features, and dedicated support team, Capsule simplifies CRM, empowering businesses to thrive and succeed in managing customer relationships.

Price Plans of Capsule

Capsule offers the following price plans and subscription details:

  1. Free Plan:
  • Suitable for starter CRM needs.
  1. Professional Plan:
  • Designed for small teams.
  • Costs $18 USD per user, per month.
  1. Teams Plan:
  • Suitable for growing businesses of all sizes.
  • Priced at $36 USD per user, per month.
  1. Enterprise Plan:
  • Geared towards larger businesses with premium needs.
  • Costs $54 USD per user, per month.

All plans offer a 14-day free trial period, allowing users to try out the features before committing to a subscription. Capsule operates on a pay-as-you-go basis, and users can cancel, upgrade, or downgrade their accounts at any time.

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FAQs related of Capsule

What is Capsule CRM?

Capsule CRM is an online customer relationship management (CRM) software that helps businesses improve customer relationships, increase sales, and streamline their processes.

How can Capsule CRM benefit my business?

Capsule CRM can benefit your business by providing a centralized platform to manage and track customer interactions, sales opportunities, tasks, and projects, leading to improved organization, increased sales, and better customer relationships.

Is there a free plan available in Capsule CRM?

Yes, Capsule CRM offers a free plan that provides basic features for up to 2 users and 250 contacts. It is a great option for those starting out or with minimal CRM needs.

What features are included in the Capsule CRM free plan?

The free plan includes features like contact management, sales pipeline tracking, project management, basic email sending, limited storage, and integration with popular platforms such as Microsoft 365, Google, Xero, Mailchimp, and Zapier.

What are the pricing options for Capsule CRM?

Capsule CRM offers different pricing plans, including the Free plan, Professional plan at $18 per user/month, Teams plan at $36 per user/month, and Enterprise plan at $54 per user/month. Each plan offers additional features and increased capacity.

Can I try Capsule CRM before purchasing?

Yes, Capsule CRM offers a 14-day free trial for all their paid plans, allowing you to explore the features and determine if it meets your business needs before making a purchase.

What is included in the Enterprise plan of Capsule CRM?

The Enterprise plan includes premium onboarding, dedicated account management, priority support, increased contact limit (200,000), higher storage capacity (40GB per user), 500 email templates, implementation support, import assistance, custom training, and a dedicated customer success manager.

What features are available in the Teams plan of Capsule CRM?

The Teams plan offers everything in the Professional plan, along with additional features like multiple sales pipelines, workflow automation, multiple project boards, increased contact limit (100,000), increased storage capacity (20GB per user), 50 email templates, 1000 AI content assists, advanced sales reporting, user roles and restrictions, and team or individual record assignment.

What features are included in the Professional plan of Capsule CRM?

The Professional plan includes features like contact management, sales pipeline tracking, project management, email sending, limited storage (10GB per user), key integrations, 50,000 contact limit, 5 email templates, 10 AI content assists, activity reporting, and more.

Is there a limit on the number of contacts in Capsule CRM?

Yes, the number of contacts varies depending on the plan. The Free plan allows up to 250 contacts, while the Professional plan offers 50,000 contacts, the Teams plan offers 100,000 contacts, and the Enterprise plan provides 200,000 contacts.

Can I customize Capsule CRM to fit my business needs?

Yes, Capsule CRM offers customization options such as unlimited custom fields, 1000+ Zapier integrations and automations, customized filtered lists, API access, and the ability to tailor sales milestones, activity types, and important fields to match your specific requirements.

Does Capsule CRM support mobile access?

Yes, Capsule CRM provides a mobile app for iOS and Android devices, allowing you to access and manage your CRM data on the go. The app supports offline access and offers 24/7 availability with 99.99% uptime.

Can I integrate Capsule CRM with other tools and platforms?

Yes, Capsule CRM offers integrations with various popular platforms such as QuickBooks, Xero, Zapier, Microsoft 365, Mailchimp, Gmail, Google Workspace, and many more. These integrations help streamline your workflows and enhance productivity.

Is there customer support available for Capsule CRM?

Yes, Capsule CRM provides world-class customer support. You can access support resources, including a blog, video tutorials, and frequently asked questions. They also offer personalized assistance through email or their support ticket system.

Does Capsule CRM offer training and implementation support?

Yes, Capsule CRM offers import assistance, custom training, dedicated customer success managers, and implementation support. These resources help you get started with Capsule and ensure a smooth transition for your business.

Is my data secure in Capsule CRM?

Yes, Capsule CRM takes data security seriously. They provide features like two-factor authentication, export for backup, restriction options, and single sign-on with Microsoft 365 and Google Workspace to enhance data security and manage user access.

Can I cancel my Capsule CRM subscription anytime?

Yes, you can cancel your Capsule CRM subscription at any time. They offer a pay-as-you-go service with no long-term lock-in, giving you the flexibility to cancel, upgrade, or downgrade your account as needed.

Does Capsule CRM provide reporting and analytics features?

Yes, Capsule CRM offers various reporting and analytics features such as activity reporting, advanced sales reporting, sales pipeline dashboard, kanban visual pipeline, and the ability to create custom reports via Google Data Studio. These features provide valuable insights into your sales and performance.

Can Capsule CRM help me manage sales opportunities?

Yes, Capsule CRM provides tools to manage sales opportunities, including customizable sales milestones, recording lost reasons, highlighting stale opportunities, assigning sales teams, workflow automation, and a visual sales pipeline to track and prioritize your sales activities.

Does Capsule CRM offer project management features?

Yes, Capsule CRM includes project management features to help you organize and track projects. These features include multiple project boards, task management, iCal subscription, calendar and week view, and daily task reminder emails.

Can I collaborate with my team members in Capsule CRM?

Yes, Capsule CRM allows collaboration among team members. You can send emails from shared mailboxes, organize users into teams, receive assignment emails, and see everyone’s calendar. Additionally, you can connect Capsule CRM to your Outlook calendar for seamless integration.

Can I send marketing campaigns with Capsule CRM?

Capsule CRM offers a marketing add-on called “Transpond” that works in conjunction with Capsule. It allows you to send beautiful campaigns, create powerful automations, manage contact data across both apps, view activity and engagement within Capsule, and segment contacts using Capsule tags, lists, and custom fields.

What level of support can I expect from Capsule CRM?

Capsule CRM provides different levels of support depending on the plan. The Enterprise plan offers premium onboarding, dedicated account management, and priority support. All plans benefit from their customer support resources, including the FAQ, blog, and video tutorials.

Can Capsule CRM be used by specific industries or businesses?

Yes, Capsule CRM is versatile and can be used by various industries and businesses. It caters to startups, small businesses, mid-sized businesses, real estate, construction, travel agencies, hospitality, accountants, finance, IT and technology, SaaS, professional services, photographers, and more.

How do I get started with Capsule CRM?

To get started with Capsule CRM, you can sign up for a free trial or choose a pricing plan that suits your business needs. Simply visit their website, select the desired plan, provide the necessary details, and follow the on-screen instructions to start using Capsule CRM for improving your customer relationships and increasing sales.

Specification: Capsule

Common Specifications
Alternative to

PipeDrive

Customer Type

Authors, Bloggers, Consultants, Content creators, Copywriters, Course creators, Customer support, Ecommerce, Educators, Entrepreneur, Event organizers, Freelancers, Influencers, Large enterprises, Marketers, Marketing agencies, Media, Medium business, Online coaches, Product managers, Small business, Social media managers, Social media marketers, Solopreneurs, Student, Virtual assistants, Web design agencies, YouTubers

Deployment Type

SaaS

Device Supported

Browser-based, Mac OS, Windows

Languages Supported

English

Pricing Model

Free Trial, Freemium, Monthly Subscription

Support Options

Email/Help Desk, FAQs/Forum, Knowledge Base

Training Options

Documentation, Live Online

Specification
AI Features

Content Generator, GPT-3, GPT-4, Text Generator

CRM Features

Activity Tracking, Analytics/Reporting, Calendar/Reminder System, Call Logging, Campaign Management, Collaboration Tools, Contact Management, Custom Dashboards, Customizable Fields, Data Import/Export, Deal Tracking, Document Storage, Email Integration, Email Tracking, GDPR Compliance, Integration Capability, Mobile Access, Pipeline Management, Real-time Notifications, Sales Forecasting, Sales Reporting, Social Media Integration, Task Management, Workflow Automation

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