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 15,000 customers 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, Google Data Studio, MailChimp and Zapier for advanced sales automation. Starting from as little as $18 per user, you can get started in just a few minutes on our free trial.

Capsule Details

Zestia

http://www.capsulecrm.com/

Founded 2009

Capsule Pricing Overview

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

Professional plan $18/month/user. Teams plan $36/month/user.

Free Version

Yes

Free Trial

Deployment

Cloud, SaaS, Web

Mobile - iOS Native

Mobile - Android Native

Training

Documentation

Support

Business Hours

Online

Capsule Features

CRM Software
Calendar/Reminder System
Document Storage
Email Marketing
Internal Chat Integration
Lead Generation
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes/Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Business Card/Badge Scanning
Calendar/Reminder System
Document Storage
Forecasting
Lead Scoring
Live Chat
Marketing Automation Integration
Quotes/Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Campaign Management
Interaction Tracking
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
Cataloging / Categorization
Customer Service Analytics
Customer Support Tracking
Email Response Control
Knowledge Management
Live Chat
Performance Metrics
Search
Self Service Portal
Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Capsule Reviews

Showing 5 of 91 reviews

Overall
4,5/5
Ease of Use
4,6/5
Customer Service
4,3/5
Features
4,2/5
Value for Money
4,5/5
Guy G.
Director
Health, Wellness & Fitness, 2-10 Employees
Used the Software for: 2+ years
  • 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 2019/12/07

"Great CRM for Contacts, Tasks, Opportunities and pipelines"

Comments: Really good Customer, Prospect and Lead management solution
Reminder to contact
Management of team tasks, and assignment to team members

Pros: Simple contact and account management, link task reminders to contacts and or opportunities.
Integration with GMail etc, Xero, MailChimp

Cons: Mobile app could be a litte more user friendly, it would be great to automatically add a follow-up task when you close one. But these are both really minor issues in the grand scheme!

  • Reviewer Source 
  • Reviewed on 2019/12/07
David W.
Director
Professional Training & Coaching, 13-50 Employees
Used the Software for: 1+ year
  • Overall Rating
    4/5
  • Ease of Use
    3/5
  • Features & Functionality
    3/5
  • Customer Support
    4/5
  • Value for Money
    3/5
  • Likelihood to Recommend
    6/10
  • Reviewer Source 
  • Reviewed on 2019/11/26

"Quick and useful to get ourselves organised but the limitations are starting to show"

Comments: It's our 2nd management tool - the first one was overly complicated and this is quite simple
The Dropbox solution is a bit of a fudge but it works most of the time.
The tasks system and visual customisation leave a lot to be desired.

Pros: It's fast and simple, a young British company. which we wanted to support.
Its online and accessible on an app
It does a lot of what we originally needed

Cons: The tasks and the layout - lack of customisation - colours or icons - fields can be hard to identify at a glance.
Starts to get expensive with more users - if I could role out viewing to my whole team (no input) it would be handy - but i can't justify £300 a month
We no longer use the sales side - that didn't really work for our company - now just use the contacts, tasks, recording of data

  • Reviewer Source 
  • Reviewed on 2019/11/26
Charles J.
Director
Financial Services, 2-10 Employees
Used the Software for: 1-5 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 2020/06/07

"Easy to set up, customise and use"

Comments: We moved from managing our pipeline and contacts on a spreadsheet to loading everything onto Capsule is a few hours. We then enabled the Xero integration which was very easy to do.
It is now much easier to manage our customers and pipeline, load and monitor our activity and to report on progress.

Pros: Easy to set up, and to customise to our own processes and terminology. Easy and intuitive to use. Great integration with Xero

Cons: Nothing but it seems you have to put 40 characters in this box

Vendor Response

by Zestia on 2020/06/30

Hi Charles, Chloe here from Capsule. Thanks for taking the time to leave a review. It's great to hear that you found Capsule easy to set up and customize and that it's helping you to manage your customers more efficiently.

  • Reviewer Source 
  • Reviewed on 2020/06/07
Verified Reviewer
Sales and Marketing Manager
Computer Software, 13-50 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 2018/09/07

"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 2018/09/07
Beth L.
Co-Owner
Individual & Family Services, Self Employed
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 2019/11/26

"Best in Class CRM"

Comments: I originally acquired Capsule to keep track of customers, potential customers, task management, and event management for a coaching and education business. I continue to track coaching clients in the software, but now I primarily use it for event and task management for a grassroots nonprofit.

Pros: Capsule is a CRM system that delivers excellent support for a small cost. It is more customizable and has more features and greater ease of use than others in its price range. It was fairly easy to set up, customize, and learn using the provided guides and the responsive customer service team. It easily supports tracking of all actions related to an entity in one place. It has a number of built-in APIs for integration with email marketing tools and other applications. I really appreciate the task tracking, the ability to track potential customers through a customizable sales funnel, and the capacity for creating cases for tracking interactions with related to a particular person, organization, or project. I also like the ease with which I can create my own "tracks" for processes that I often repeat.

Cons: The things I would want in a CRM application that are not present in Capsule are all things for which I would expect to spend more money. For example, if I were to spend more money on a CRM, I would look for one that includes volunteer sign up forms and the ability for donors to manage their own profiles and track their own donations. It is a pretty simple tool, but again, very robust for the price.

  • Reviewer Source 
  • Reviewed on 2019/11/26