Capsule CRM Review – CRM Made Simple

In this Capsule CRM review, you'll find more information about its features, pricing, pros and cons and why you should consider using it.
9.1/10 (Expert Score)
Product is rated as #4 in category Customer Relationship Management
9.1Expert Score
Build stronger customer relationships, make more sales and save time

Capsule CRM is a great tool for businesses of all sizes as it can help them save time and increase productivity. This platform offers a variety of options that may be customized to meet your company’s unique requirements.

Customer support
8.9
Value for money
9.1
Ease of use
9.2
Features
9.3
Pros
  • 30-day free trial without credit card
  • Affordable rates
  • Integrated with 2000+apps
  • Simple and easy-to-use dashboard
  • Provide a mobile app for both Android and ios
Cons
  • The professional plan includes limited features
  • Does not offer a free plan

Are you searching for a CRM system that is easy to use and will help you manage your customer relationships?

Capsule CRM may be the best solution for you. This advanced features CRM software is designed for small and large businesses and offers various features to help you stay organized and connected with your customers.

This review will give you a comprehensive overview of Capsule CRM and how it can benefit your company. We’ll also cover some features that make this CRM system stand out from the other tools available today. So, if you want to comprehend everything about Capsule CRM, read this guide.

Click on “open” if you want to see exactly what we will talk about in the rest of this article.

Quick Overview

What is Capsule CRM?

Capsule CRM is the latest tool designed to help businesses manage their salesforce, customer relationships, and tasks. It is a powerful CRM software that offers features such as automation, task management, analytics, a calendar, Two-factor authentication, and many more.

Whatever industry you are in, Capsule CRM can assist you in growing your company. If you are looking for an all-in-one CRM tool to help you manage your deals, customers, and tasks, then Capsule CRM is the perfect solution.

Capsule CRM specifications

FeaturesAnalytics / Email marketing / Marketing Analytics / Project Management / Task manager
Best suited forFreelancers, Small businesses, Mid size businesses, Large enterprises
Website languagesEnglish
Website URLVisit official website
Support linkSupport page
Support email[email protected]
Live chatYes
Company address20 Dale St, Manchester, M11EZ, GB
Year founded2007

Pricing

Capsule CRM pricing: How much does Capsule CRM cost?

Capsule CRM provides three types of subscription plans for users: Enterprise, Teams, and Professional.

The Enterprise package is designed for larger businesses with extra needs, such as premium onboarding and support. The pricing for this package is $54 per user per month.

The Teams package is perfect for growing businesses needing performance tracking and data segmentation features. The pricing for this package is $36 per user per month.

Lastly, the Professional package is designed for small business teams who need help staying organized and increasing sales. The pricing for this package is $18 per user per month.

Pricing rangeFrom $18 to $54 per month
Pricing typesMonthly subscription
Free planYes
Free trialYes, 30 days
Money back guaranteeNo
Pricing page linkSee plans

Capsule CRM pricing plans

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Professional Plan ($18 month):

  • 50,000 Contacts
  • 10GB Storage per User
  • Sales Pipeline
  • Project Management
  • Email Sending
  • 5 Email Templates
  • Activity Reporting

Teams Plan ($36 month):

  • Everything in Professional
  • 100,000 Contacts
  • 20GB Storage per User
  • Multiple Sales Pipelines
  • Multiple Project Boards
  • 50 Email Templates
  • Advanced Sales Reporting
  • User Roles and Restrictions
  • Team or Individual Record Assignment
  • Custom Activity Types
  • Important Fields

Enterprise Plan ($54 month):

  • Everything in Teams
  • 200,000 Contacts
  • 40GB Storage per User
  • 500 Email Templates
  • Implementation Support
  • Import Assistance
  • Custom Training
  • Dedicated Customer Success Manager
  • Ongoing Priority Support

Features

Capsule CRM features: What can you do with it?

Integrate With Your Favorite Tools

Capsule CRM is simple to integrate with your preferred tools and applications. It is easily integrated with Zapier, connecting you with over 2,000 other business apps like QuickBooks, Outlook, Zendesk, G suite, Mailchimp, and many more.

You can automate tasks like sending notifications to Slack when you win a sales opportunity, importing cases and sales opportunities from Google Sheets, and more. You don’t need multiple team members to work on the setup, and you can easily connect Capsule to other apps.

For developers, Capsule CRM provides API documentation that includes: authentication, reading from the API, writing to the API, handling API responses, and avoiding polling with REST hooks. The functionality of Capsule CRM is perfect for a small team who wants to go next level.

Ease Of Use

Capsule CRM is designed to be easy for salesforce teams of all sizes. The user interface is clean and straightforward, making it easy to keep track of your sales pipeline and manage your contacts. There is no learning experience because Capsule CRM may be used right away.

The unique dashboard of Capsule CRM gives you an overview of your sales pipeline, recent activity, and upcoming tasks. You can easily drag and drop deals into different sales pipeline stages. For building a strong relationship with your customers, Capsule CRM provides you with a unique feature of notes and emails.

This feature makes it simple to add remarks to a contact’s profile and schedule follow-up notifications. All your emails are automatically tracked and saved in Capsule CRM, so you can easily refer back to them later.

Intuitive Email Marketing Tool

Everyone knows that a great email marketing campaign is key to the success of any business, and with the right template and design, it can be easy to create an email campaign that will get noticed. Capsule CRM offers the Transpod tool that makes it easy to create and send email campaigns tailored to your specific needs.

You can quickly build lovely email templates with Capsule’s user-friendly interface, making it simple to sync your contacts between Transpod and Capsule. This way, you can see how recipients interact with your emails from within Capsule.

Additionally, it provides preconfigured templates to start immediately, and transparent analytics to see what functions and doesn’t. Transpod integrates with Outlook and Gmail, so you can easily action emails and manage contacts from your inbox.

Try Transpod for free today with the Capsule CRM tool and see how it can take your email marketing to the next level.

Advanced Automation and Analytics

In today’s business world, it is essential to have a tool that helps you automate your workflows and provides you with clear insights and analytics. Capsule CRM does both of these things perfectly without any complications. It is a terrific platform for sales teams as well as customer success teams.

With its advanced automation features, you can set up complex sequences triggered by actions taken within Capsule CRM. Because nothing needs to be done manually, this method saves a ton of time and work. The analytics feature provides great insights into your contacts’ behavior and how they interact with your communications.

This enables you to distinguish between what is functioning and what is not so that you can assemble the mandated adjustments. You can also segment your contacts and deliver dynamic content that is relevant to them. This assist you build better relationships with your business connections. CapsuleCRM is a great tool that can help you save time and increase productivity.

Task Management

Any firm that wants to boost sales and improve customer relations must provide its staff with an effective task management system. A business’s ability to manage and finish activities effectively and on schedule can make the difference between one that thrives and one that struggles to stay open.

Capsule CRM offers a unique task contact management system to help businesses manage their customers, sales, and tasks. The calendar feature of the software is one of its most powerful tools, as it allows businesses to see their tasks in a timeline view, which can help with time management and efficiency.

The software also offers reminders, custom task categories, and the ability to create repeating tasks, which can be very helpful for businesses with many tasks that need to be completed regularly. Overall, the Capsule CRM task management feature is highly powerful and may be a huge asset for any firm looking to increase productivity and profitability.

Keep Everything In Sync

No matter what apps you use, Capsule keeps your contacts in sync in real time. This way, you can always view their latest tweet, invoice amount, if they’re on your mailing list for marketing campaigns, or how many open support tickets they have.

With its searchable customized tags, you can easily categorize your contacts and see vital statistics at a glance. Its social search integration allows you to auto-enrich your contacts even more conveniently. To stay informed, you can also decide to get notifications anytime specific information changes. Capsule truly is the ultimate CRM tool that helps you build lasting customer relationship management with your contacts so your business can continue to thrive.

Conclusion

Capsule CRM review: Why you should use it?

If you are searching for an all-in-one CRM platform that offers great marketing automation, analytics, and task management features, then Capsule CRM is the perfect tool. Businesses can save time and become more productive by using this software, which is also inexpensive and simple to use.

It offers a complete analytic view of your contact’s behavior and full integration with social media tools. Capsule CRM is an excellent choice for businesses of all sizes looking to improve their sales, contact management, and custom fields.

FAQ

Frequently Asked Questions

What is Capsule CRM best for?

Capsule CRM is best for busy professionals who need a simple yet powerful CRM to manage their customer relationships. It’s perfect for one-person businesses, small teams, and sales reps who need to keep track of their contacts, leads, opportunities, and deals.

Is Capsule CRM secure?

Yes, Capsule CRM is secure. The data is stored in a Capsule secure data center, and a separate team manages the encryption keys. Only authorized users have access to the Capsule CRM data.

How does Capsule CRM help busniess?

Capsule CRM is a great tool for small business owners because it’s simple and helps them stay organized. As a busy business owner, it’s essential to be able to keep track of your customers and sales contacts in one place, and Capsule makes that easy.

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9.1Expert Score
Build stronger customer relationships, make more sales and save time
Capsule CRM is a great tool for businesses of all sizes as it can help them save time and increase productivity. This platform offers a variety of options that may be customized to meet your company's unique requirements.
Customer support
8.9
Value for money
9.1
Ease of use
9.2
Features
9.3
PROS
  • 30-day free trial without credit card
  • Affordable rates
  • Integrated with 2000+apps
  • Simple and easy-to-use dashboard
  • Provide a mobile app for both Android and ios
CONS
  • The professional plan includes limited features
  • Does not offer a free plan

Rating
×

9.1Expert Score
Build stronger customer relationships, make more sales and save time
Capsule CRM is a great tool for businesses of all sizes as it can help them save time and increase productivity. This platform offers a variety of options that may be customized to meet your company's unique requirements.
Customer support
8.9
Value for money
9.1
Ease of use
9.2
Features
9.3
PROS
  • 30-day free trial without credit card
  • Affordable rates
  • Integrated with 2000+apps
  • Simple and easy-to-use dashboard
  • Provide a mobile app for both Android and ios
CONS
  • The professional plan includes limited features
  • Does not offer a free plan