Capsule CRM
Capsule CRM: Simplify Customer Connections, Accelerate Your Growth.
Quick overview
Capsule CRM Review, Pricing, Features, Pros and Cons
Capsule CRM: An intuitive and affordable CRM solution for small businesses
We find Capsule CRM to be a user-friendly and cost-effective platform that simplifies customer management and team collaboration for small to mid-sized businesses. Its seamless integrations and flexible plans make it easy to scale, though some users note limitations in advanced customization and features. Overall, it’s a reliable choice for startups, freelancers, and growing teams seeking straightforward CRM functionality.
Pros
- Highly user-friendly interface with intuitive navigation
- Affordable pricing with a free plan for small teams
- Strong integrations with popular tools like Mailchimp, Zapier, and Google Workspace
- Effective contact and task management features
Cons
- Limited advanced customization and features compared to larger CRMs
- Occasional issues with data import/export and document management
- Mobile app features could be more robust, such as improved search and automation
- Contact Management: Centralizes and organizes customer information, links contacts to companies, tracks relationships, and stores detailed contact data for easy access and personalized communication.
- Task and Calendar Organization: Creates, assigns, and tracks tasks with deadlines, links tasks to contacts or projects, and syncs with calendars to provide a comprehensive view of your schedule and follow-ups.
- Sales Pipeline Tracking: Visualizes and manages each stage of the sales process with a drag-and-drop interface, helping prioritize leads, forecast revenue, and close deals efficiently.
- Project Management: Plans, tracks, and collaborates on projects within the CRM by assigning tasks, setting deadlines, and monitoring progress to ensure team alignment and timely delivery.
- Sales Analytics: Provides visual reports on sales performance, pipeline health, and team productivity, enabling data-driven decision-making and trend analysis.
- Seamless Integrations: Connects with over 70 popular tools like QuickBooks, Slack, Mailchimp, and Google Workspace to automate workflows and unify business applications.
- Flexible Automation and Tagging: Automates repetitive tasks through customizable rules and triggers, and categorizes contacts and tasks with tags for better organization and efficiency.
- Centralize and organize customer contact information to easily access details like client preferences, last interactions, and custom data fields.
- Segment contacts using tags and custom fields based on industry, location, or personal preferences to enhance targeted communication.
- Manage and visualize sales pipelines with a drag-and-drop interface to track deal stages from initial prospect to closed sale.
- Set automated reminders and follow-up tasks to ensure timely engagement with clients and prevent missed opportunities.
- Streamline sales process management by monitoring deal progress and identifying bottlenecks in the sales funnel.
- Maintain detailed records of client interactions, notes, and communication history to foster stronger relationships.
- Collaborate with team members by sharing contact and sales pipeline information to improve coordination and transparency.
- Generate reports and insights on sales activities and customer interactions to inform business decisions.
- Integrate with other tools and apps to automate workflows and enhance overall customer relationship management.
- Pricing models: Annual subscription
- Free trial: Yes days
- Money back guarantee: No days
Capsule CRM offers a tiered pricing structure with four main plans—Starter, Growth, Advanced, and Ultimate—billed annually per user, with discounts of up to 14% compared to monthly payments, and a free 14-day trial for all plans. The Starter plan is suitable for small businesses, while the Growth, Advanced, and Ultimate plans cater to larger teams with increasing features and contact limits, with the Ultimate plan requiring direct contact for pricing. There is also a free plan for up to two users with limited features. Overall, the software’s cost varies depending on the chosen plan and payment frequency, with flexible options to suit different business needs.
Intro
Capsule CRM offers a straightforward and affordable solution for small businesses looking to streamline customer management and boost team collaboration. With a centralized platform that handles everything from sales pipelines to email marketing, it keeps all your client data organized and easily accessible.
Designed for startups, freelancers, and growing companies, Capsule CRM integrates smoothly with over 70 popular tools, making automation and workflow customization a breeze. Its user-friendly setup and powerful features help businesses nurture stronger client relationships and drive growth without the hassle.
What is Capsule CRM?
Capsule CRM is like your business’s new best friend—helping you keep track of customers, sales, and tasks without breaking a sweat. It’s a user-friendly, affordable CRM designed especially for small businesses that want to stay organized and grow without the headache. 🧠💼
Think of it as a supercharged address book on steroids, where you can manage contacts, sales pipelines, projects, and even email marketing all in one place. With over 70 integrations (hello, Slack and Mailchimp!), Capsule makes sure your tools play nice together, so you can automate boring stuff and focus on what really matters—closing deals and making clients happy. 🤝✨
Setting it up is a breeze—no onboarding fees or complicated manuals—so you can jump right in and start working smarter, not harder. Whether you’re a startup, freelancer, or a growing business, Capsule CRM keeps your team in sync and your customers smiling, all from a neat online platform you can access anywhere. 🌍🚀
Pricing
How much does Capsule CRM cost?
Capsule CRM offers a tiered pricing structure with four main plans—Starter, Growth, Advanced, and Ultimate—billed annually per user, with discounts of up to 14% compared to monthly payments, and a free 14-day trial for all plans. The Starter plan is suitable for small businesses, while the Growth, Advanced, and Ultimate plans cater to larger teams with increasing features and contact limits, with the Ultimate plan requiring direct contact for pricing. There is also a free plan for up to two users with limited features. Overall, the software’s cost varies depending on the chosen plan and payment frequency, with flexible options to suit different business needs.
Capsule CRM offers a flexible and scalable pricing structure to suit businesses of all sizes. Each plan is designed with specific features and limits, ensuring you only pay for what you need. 😊 All plans come with a 14-day free trial, so you can explore the features risk-free before making a commitment.
Free Forever Plan
This plan is perfect for individuals or very small teams just getting started. It allows you to try out Capsule CRM’s core features without any cost.
- Price: Free for up to 2 users
- Contact Limit: 250 contacts
- Custom Fields: 5
- Sales Pipelines: 1
- Activity Log & Contact History
- Mobile App Access
You can upgrade to a paid plan at any time as your needs grow.
Starter Plan
Ideal for small businesses with up to five employees, the Starter plan provides essential CRM tools to help you manage your contacts and sales.
- Price: Billed per user per month (discounted up to 14% if paid annually)
- Contact Limit: 30,000
- Email Templates & AI Email Assistant
- Shared Mailbox for team collaboration
- Basic Reporting
- Integrations: Xero, Zendesk, Import2, and more
- Upgrade or Cancel Anytime
A 14-day free trial is included, and no credit card is required to start.
Growth Plan
The Growth plan is the most popular option, designed for small sales teams needing more advanced features and higher limits.
- Price: Billed per user per month (discounted up to 14% if paid annually)
- Contact Limit: 60,000
- All Starter Features
- Workflow Automations for repeatable sales processes
- Advanced Sales Reporting and Reporting Dashboards
- Multiple Sales Pipelines
- Project Management with kanban-style boards
- Business Enrichment for automatic company data updates
This plan also comes with a 14-day free trial and no credit card required.
Advanced Plan
Perfect for larger sales teams, the Advanced plan offers even more capacity and enhanced data enrichment.
- Price: Billed per user per month (discounted up to 14% if paid annually)
- Contact Limit: 120,000
- All Growth Features
- Contact Enrichment (auto-populates profiles with job titles, LinkedIn, and more)
- Up to 50 Project Boards for managing client delivery
A 14-day free trial is available, so you can test all features before upgrading.
Ultimate Plan
The Ultimate plan is tailored for scaling teams and larger organizations that need enterprise-level support and customization.
- Price: Custom pricing (contact sales for details)
- Contact Limit: 240,000
- All Advanced Features
- Dedicated Account Manager
- Custom Training and Ongoing Priority Support
- Personalized Onboarding
To access this plan, you’ll need to contact the sales team for a trial and tailored onboarding.
Capsule CRM supports monthly or annual billing, with annual plans offering up to 15% savings. The platform integrates with over 60 popular tools, including Gmail, Outlook, Mailchimp, Xero, QuickBooks, and Zapier, making it easy to automate workflows and migrate data. 😃
In summary, Capsule CRM’s pricing plans are designed to grow with your business, from solo entrepreneurs to large teams, with flexible payment options and a generous free trial to get you started.
Features
Capsule CRM features
Capsule CRM packs a punch with a variety of features designed to make managing your customers and sales a breeze. Let’s dive into each of these gems and see how they can transform your business workflow—no boring tech talk, just the good stuff! 🚀
Contact Management
Imagine having a magic Rolodex that not only stores your contacts but also remembers every little detail about them. That’s exactly what Capsule CRM’s Contact Management does! It centralizes all your customer information—names, emails, phone numbers, social profiles, and even notes from your last chat—so you never have to dig through emails or sticky notes again. 📇✨
Plus, it’s smart enough to link contacts to companies and track relationships, so you can see who knows who. It’s like having a personal assistant who never forgets a name or a birthday (and won’t ask for a raise). This feature keeps your customer data organized and accessible, making follow-ups and personalized communication a walk in the park.
Task and Calendar Organization
If your to-do list looks like a jumbled mess of sticky notes and calendar alerts, Capsule CRM’s Task and Calendar Organization is here to save your sanity. It lets you create, assign, and track tasks with deadlines, so nothing slips through the cracks. You can even link tasks to specific contacts or projects, keeping everything neatly connected. 🗓️✅
The calendar syncs with your tasks and appointments, giving you a bird’s-eye view of your day, week, or month. It’s like having a personal secretary who reminds you about meetings without the awkward small talk. This feature helps you stay on top of your workload and ensures you never miss an important follow-up or deadline again.
Sales Pipeline Tracking
Sales pipelines can sometimes feel like a maze, but Capsule CRM turns it into a smooth, visual journey. This feature lets you track every stage of your sales process—from lead to deal—using an intuitive drag-and-drop interface. You can see exactly where each prospect stands and what actions are needed to close the deal. 🏁💼
It’s like having a GPS for your sales goals, guiding you step-by-step and alerting you if you’re about to take a wrong turn. By keeping your pipeline organized and transparent, Capsule helps you prioritize leads, forecast revenue, and close deals faster. No more guessing games—just clear, actionable insights.
Project Management
Who says CRM can’t double as a project manager? Capsule CRM’s Project Management feature lets you plan, track, and collaborate on projects right alongside your customer data. You can assign tasks, set deadlines, and monitor progress, all within the same platform. 🎯📋
This means your team stays aligned, and you avoid the dreaded “Where’s that file?” or “Who’s responsible for this?” questions. It’s like having a project manager and a CRM rolled into one, helping you deliver on promises and keep clients happy without juggling multiple apps.
Sales Analytics
Numbers don’t lie, but they can be confusing—unless you have Capsule CRM’s Sales Analytics on your side. This feature provides clear, visual reports on your sales performance, pipeline health, and team productivity. You get insights into what’s working, what’s not, and where to focus your efforts next. 📊🔍
Think of it as your business’s personal coach, cheering you on and pointing out areas for improvement. With these analytics, you can make smarter decisions, spot trends early, and celebrate your wins with confidence. Because who doesn’t love a good scoreboard?
Seamless Integrations
Capsule CRM plays well with others, integrating smoothly with over 70 popular tools like QuickBooks, Slack, Mailchimp, and Google Workspace. This means you can connect your favorite apps and automate workflows without breaking a sweat. 🤝🔗
Whether you want to sync your accounting, streamline communication, or automate email marketing, Capsule’s integrations make it happen. It’s like having a universal remote for your business software—one click, and everything works together in harmony.
Flexible Automation and Tagging
Automation doesn’t have to be scary or complicated. Capsule CRM’s flexible automation lets you set up rules and triggers that handle repetitive tasks for you—like sending follow-up emails or updating contact statuses. Meanwhile, tagging helps you categorize contacts and tasks in ways that make sense for your business. 🤖🏷️
This dynamic duo saves you time and keeps your data organized without lifting a finger. It’s like having a robot assistant who knows exactly what you need before you even ask. Say goodbye to manual busywork and hello to more time for the fun stuff!
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With these features, Capsule CRM isn’t just a tool—it’s your business’s new best friend. Ready to organize, automate, and grow? Capsule’s got your back! 🎉
Use Cases
Capsule CRM use cases
Looking to boost your small business’s customer relationships and streamline your sales process? Capsule CRM is the perfect tool to help you stay organized, connected, and ahead of the competition. Whether you’re managing a handful of clients or a growing list, this software makes customer management feel like a walk in the park—without the park ranger fees! 🌳😉
Now, let’s explore some fun and practical ways you can use Capsule CRM to make your business life easier and more enjoyable.
Managing Customer Contacts Like a Pro (Without Losing Your Mind)
Imagine trying to remember every detail about your clients—sounds like a recipe for chaos, right? Capsule CRM keeps all your customer info in one place, so you can find that one client’s favorite coffee order or last conversation in seconds. ☕️💬
This feature is perfect for small businesses that want to build genuine relationships. Plus, with tags and custom fields, you can organize contacts by industry, location, or even their favorite pizza topping—because who doesn’t love pizza? 🍕🤓. No more digging through piles of sticky notes or endless email threads. Capsule makes contact management so simple, you’ll wonder how you ever survived without it!
Tracking Sales Pipelines Without Losing Your Shoes
Ever feel like your sales process is a wild rollercoaster? 🎢 Capsule CRM offers a visual sales pipeline that helps you see exactly where each deal stands—whether it’s just a twinkle in your eye or a signed contract.
With drag-and-drop functionality, moving deals from “Prospect” to “Closed Won” is as easy as playing a game of Tetris. 🕹️ Plus, automated reminders ensure you never forget to follow up—because missing a sale is almost as bad as forgetting your anniversary (and we all know how that ends). This way, your sales process stays smooth, predictable, and maybe even fun—like a game you actually want to win!
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Capsule CRM is a versatile tool that can turn your customer management from a chore into a cheer. Whether you’re organizing contacts or closing deals, it’s designed to make your business life easier, more efficient, and a little more fun. Ready to give it a try? Your future self will thank you! 😊
Conclusion
Why should you use Capsule CRM?
Struggling to keep track of your customers, sales, and tasks across multiple apps? Capsule CRM solves this by centralizing all your client data in one simple, easy-to-use platform designed specifically for small businesses.
Without a clear view of your sales pipeline, deals slip through the cracks and opportunities are lost. Capsule CRM’s intuitive pipeline tracking and automation ensure you never miss a follow-up or deadline again, boosting your sales efficiency effortlessly.
Juggling projects, emails, and customer info can quickly become overwhelming and chaotic. Capsule streamlines communication and project management, so your team stays aligned and productive without the usual headaches.
Worried about complicated setups and hidden fees? Capsule CRM offers a no-onboarding-fee, quick setup experience with a 14-day free trial—so you can start organizing your business immediately without risk or hassle.
Plus, with seamless integrations to over 70 popular tools like QuickBooks, Slack, and Mailchimp, Capsule fits right into your existing workflow, automating repetitive tasks and saving you hours every week.
If you’re ready to stop losing time and sales to disorganized customer management, Capsule CRM is the affordable, scalable solution that grows with your business and keeps your team focused on what matters most.
FAQ
Capsule CRM FAQs
What are the key features of Capsule CRM?
Capsule CRM offers comprehensive contact management, sales pipeline tracking, task and calendar organization, project management, and sales analytics. It seamlessly integrates with over 70 tools like Slack and Mailchimp, enabling automation and efficient workflow management for small businesses.
Is Capsule CRM suitable for small businesses and startups?
Yes, Capsule CRM is designed specifically for small businesses, startups, and freelancers. Its user-friendly interface, affordable pricing plans, and scalable features make it an ideal choice for growing teams looking to stay organized and boost sales.
What pricing plans does Capsule CRM offer?
Capsule CRM provides a Free Forever plan for individuals and small teams, as well as paid plans like Starter, Growth, Advanced, and Ultimate. These plans vary in contact limits, features, and capacity, with flexible monthly or annual billing options and a 14-day free trial for each paid plan.
Can Capsule CRM integrate with other business tools?
Absolutely. Capsule CRM integrates with over 70 popular tools including Gmail, Outlook, Mailchimp, Xero, QuickBooks, and Zapier. These integrations enable automation, data synchronization, and streamlined workflows across your business applications.
Does Capsule CRM support automation and tagging?
Yes, Capsule CRM offers flexible automation rules to handle repetitive tasks like follow-up emails and status updates. Tagging features help categorize contacts and tasks, making data organization and retrieval quick and easy, saving you time and effort.
Reviews
Overall Sentiment on Trustpilot / Capterra: The reviews for Capsule CRM are generally positive, highlighting its ease of use, affordability, and strong customer support. Users appreciate its simplicity and effective contact management, making it suitable for small to medium-sized businesses. However, some reviews mention limitations in features, customization, and occasional issues with integrations or specific functionalities.
Pros
- Highly user-friendly interface with intuitive navigation
- Affordable pricing with a free plan suitable for small teams
- Strong integration with tools like Mailchimp, Zapier, Office 365, and Xero
- Effective contact and task management, including reminders and follow-ups
- Excellent customer support with quick response times
- Mobile app support for remote work and on-the-go access
- Flexible and customizable to fit various business needs
Cons
- Limited advanced features and customization options compared to larger CRMs
- Some users experience issues with data import/export and document management
- Lack of certain functionalities like pre-opportunity tracking or standalone web forms
- Occasional dissatisfaction with support or feature availability (e.g., Twitter API removal)
- Mobile app features could be more robust, such as improved search or automatic note prompts
