Capsule CRM: Review, Key Features and Prices

About Capsule

Capsule was established in 2009 with a small team and has grown to become a huge CRM software provider used by thousands of businesses and over 10,000 users around the world. Capsule CRM is rated 8.7/10 by TrustRadius, 4.5 stars on Capterra, and 4.5 stars on GetApp. Capsule CRM offers simplicity with complex features and a free mobile CRM application that allows you to access all its CRM functions on the go. Capsule offers businesses a 30-day free trial to try out its CRM software before committing to a paid subscription plan.
 

Capsule CRM Key Features

Sales Tools

Sales tools include opportunity tracking, where you get to track potential sales with a customer and set the value and milestone to keep track and gather reports on your business deals. Capsule CRM will provide you with deal forecasts based on the probability and total opportunity value.

With Capsule CRM, you get to visualize your sales pipelines and manage all your open sales opportunities with its drag-and-drop interface. You also get to build multiple pipelines that represent different products, services, and markets to give your team a more accurate picture of your sales processes. With multiple pipelines, you get to report more accurately and better plan your sales activities.

Capsule CRM provides you with a pipeline dashboard where you get to view the conversion performance over the past year, see an opportunity’s progress, see which tags are most commonly applied to an opportunity, and lastly, view the value of opportunities in your pipeline.

Capsule CRM also allows adjusting the currency you prefer to sell in and using it across the whole platform.
 

Task Management

Tasks management tools allow you to prioritize your tasks and create to-do lists. You can set up task email reminders, add custom task categories, link tasks to contacts, projects, or sales opportunities, and add custom task categories.

Capsule CRM also provides you with workflow automation where you get to turn tasks into tracks by setting up a series of tasks becoming active one right after the other. Lastly, you get to integrate your Microsoft Office 365 Outlook account with the CRM to get a complete view of all past and future events for your contacts and organization.
 

Reporting & Sales Analytics

Sales analytics and reporting will help you know your business inside and out. You get to see data over where time is being spent and compare it to the number of sales coming in. You can also track unique sales activities to get a clear view of each employee’s performance and spot activities that help sell more.

Sales pipeline forecasting will gift you reports on:

• Pipeline forecast
• Pipeline by owner
• Pipeline growth
• Pipeline by team

More sales performance reports include:

• Leaking pipeline
• Average time to won
• Average sales value
• Lost reasons

Overall, you get to filter any report by any team or owner, so you only see what you need. In addition, you can export reports easily into Excel or other software and get a full report breakdown in an exportable table as well.
 

Contact Management

Capsule CRM provides a unified place to save and view all your contacts. It will minimize data entry with integration syncing and allow you to see the critical contact information at a glance. You can import your contacts with Outlook, CSV files, Google Contacts, spreadsheets, and vCards.

Contact management tools also allow you to view a contact’s entire history of interactions with your business, including emails, calls, files, notes, and more. Capsule CRM packs a handy social search integration that auto-enrich your contacts by linking their social media profiles for you.

You can categorize your contacts with searchable customized tags and see vital statistics at a glance, including the last contact date. More contact management features include:

• Custom lists
• Attaching documents to contacts
• Share contacts with co-workers
• DataTags
• Mail dropbox
• Custom fields
   

Security and Permissions

Capsule CRM provides you with the tightest security measures such as GDPR compliance and two-factor authentication for an added security layer to your account on your mobile device. You can log in to Capsule CRM using your existing Microsoft 365 email and password or your Google Workspace email and password.

You can assign user roles to ensure the privacy of certain records and define further record restrictions. Lastly, super administrators can restore deleted records within 30 days.
 

Connectivity

Capsule CRM allows for countless third-party app integrations for further features and capabilities; some of these include:

• Google Workspace
• FreshBooks
• MailChimp
• Wufoo
• Zapier
• Xero

Capsule CRM offers a mobile CRM application compatible with iOS and Android devices, so you can access all your business data and operations at any time and from anywhere.
 

Capsule CRM Plans and Prices

Capsule offers four tailored plans that will suit your business’s needs, and each plan comes with a set of features that we will mention below:

Free plan: 0$

The Free plan is best for individual use, where you get 250 contacts, 2 users, and the following:

• 50MB Storage
• Tag Management
• Contact History
• Gmail and Outlook integration
• Custom Titles
• API Access
• Task management
• Sales Pipeline Dashboard
• Mobile App with offline support
   

Professional plan: $18/user/month

The Professional plan is best for a small team, and it includes everything in the Free plan, plus:

• 50,000 Contacts
• 10GB Storage per User
• Activity Reporting
• Key integrations including Microsoft 365, Google, Xero, MailChimp, Zapier & many more
   

Teams plan: $36/user/month

The Teams plan is great for growing businesses; it includes everything in the Professional plan, in addition to:

• 100,000 Contacts
• 20GB Storage per User
• Multiple Sales Pipelines
• Advanced Sales Reporting
• User Roles and Restrictions
• Team or Individual Record Assignment
• Custom Activity Types
• Important Fields
   

Enterprise plan: $54/user/month

The Enterprise plan is best for large businesses; it is the fully-featured CRM package you get from Capsule. This plan includes everything in the Teams plan, plus the following:

• 200,000 Contacts
• 40GB Storage per User
• Implementation Support
• Import Assistance
• Custom Training
• Dedicated Customer Success Manager
• Ongoing Priority Support

All paid plans offered by Capsule CRM are applicable for a 30-day free trial with no credit card information required or any commitments.
 

Customer Support

You can reach Capsule’s team by email at [email protected], or through their ticketing system on their 'Contact Us' page. A bunch of resources is also available on their websites such as video tutorials, customer stories, a knowledge base with blogs and articles.
 

Final Thoughts

Capsule CRM is a great customer relationship management and lead management software that makes complex CRM solutions simple with its intuitive user interface and rich features. Capsule CRM has tailored plans that fit any business’ needs and offers a 30-day free trial on its paid plans.