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Capsule

Capsule

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Pros
  • Seamless app integrations
  • Free trial and basic plan
  • Automated workflows and processes
  • Mobile access
  • AI-powered content generation
Cons
  • Marketing tools available separately
  • Restricted features with the free version
  • Support is limited to online channels
Summary

Capsule CRM, established in 2009 and headquartered in Manchester, UK, offers a comprehensive customer relationship management platform tailored to businesses of all sizes. Developed by Zestia, Capsule provides various services, including robust contact management, customizable sales pipelines, workflow automation, and detailed sales analytics. The platform integrates seamlessly with popular tools like Gmail, Outlook, Zapier, and Google Workspace, enhancing their utility and ease of use. Capsule CRM stands out with their unique features, such as auto-enriched contact profiles, AI-powered content generation, and offline access via a mobile app. Customers have praised the platform's clean, intuitive interface and responsive support team. Capsule is also recognized for their strong security measures, including GDPR compliance, two-factor authentication, and SOC 2 accreditation. Notable industry accolades, such as the Best CRM Solution award at the TechRadar Pro Best for Business Awards in 2019, underscore Capsule’s reputation as a trusted CRM provider. Capsule CRM offers flexible and scalable solutions to streamline your operations and enhance customer relationships, whether you're a startup, small business, or large enterprise. Dive deeper into this review to explore the full range of Capsule CRM’s capabilities and how they can support your business growth.

Quick Stats
  • Cloud-Based Software : True
  • Cost : Free plan, then $18 per user per month when billed annually or $21 monthly
  • Free Trial : Available
  • Mobile App : True
  • Business Size Supported : Any
Selling Points
  • Data organization by grouping custom fields
  • Forward emails to a unique storage address
  • Offline access
  • Auto-enriched contact profiles
Pricing Options
  • Annual Subscription
  • Free Trial
  • Freemium
  • Monthly Subscription
Features & Services
  • Activity Logging
  • AI-Powered Tools
  • API & Developer Tools
  • Automated Workflow Builder
  • Contact Management
  • Deal Tracking
  • Email Campaigns
  • Email Syncing & Templates
  • Field Customization
  • Lead Management
  • Performance Reports
  • Pipeline Management
  • Reporting & Insights
  • Workflows
Integrations
  • Accounting Software
  • Lead Generation
  • Marketing Automation
  • Productivity Tools
  • Project Management
Security Features
  • Compliance Certifications
  • Data Encryption
  • Role-Based Permissions
  • Undisclosed
    Single Sign-On (SSO)
  • Two-Factor Authentication (2FA)
Customer Support
  • Email
  • FAQs
  • Help Guides
  • Live Chat
  • Mobile Application
  • Phone
FAQs
What is Capsule CRM used for?
What are the key features of Capsule CRM?
What is the cost of Capsule CRM’s plans?
Does Capsule CRM offer a free trial or free plan?
What security measures does Capsule CRM have in place?