Capsule CRM

Score8.3 out of 10

44 Reviews and Ratings

What is Capsule CRM?

Capsule is a CRM solution for businesses of up to 1,000 employees. The vendor boasts over 10,000 businesses globally as customers, who choose it as the platform to deliver success across their sales and customer facing teams. Capsule is presented as easy to use and quick to adopt. It also integrates with a growing range of popular apps, including Google G Suite, QuickBooks, MailChimp and Zapier. A free trial is available, and paid plans are available from $18 per user, per month.

Categories & Use Cases

Media

1 / 4

Email marketing
This involves the ability to send mass email to groups of people based on particular qualifications.
Category average: 7.1
Task management
This includes the ability to plan, track, collaborate and report on tasks.
Category average: 8.4
Single sign-on capability
The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.
Category average: 8.3

Channel / partner relationship management
The software allows for sales, territory, lead, order and account management for partners or OEM relationships.
Category average: 7.9
Customizable reports
Users can create reports and dashboards unique to their needs.
Category average: 7.7
Custom objects
Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.
Category average: 6.6

#1 most frequent

Professional, Scientific, and Technical Services

20.8%

11 installations of 53

#2 most frequent

Information

13.2%

7 installations of 53

#3 most frequent

Manufacturing

9.4%

5 installations of 53

Brian Stovall

Owner in Finance and Accounting at Brico Group (1-10 employees employees)

Use Cases and Deployment Scope

We use Capsule CRM to manage our leads for various financial engagements. Capsule allows our team to all be on the same page and ensure that our leads can turn into paying customers. With the new updates for 2024 there is even greater integration with our systems and processes like Google Workspace and Office 365.

Pros

Integration with QuickBooks and Xero accounting
Security features that enhance email sign in
Improved Home Page features the provide Sales data
Better contact importing that makes for better data management

Cons

More AI integration
Improve the language functions
More concise Map integration

Return on Investment

Contact /leads entry time has been cut making our team more efficient
Leads stay in our sales pipeline shorter and turn to paying customers
Overall customer management tasks cut about 25%

Alternatives Considered

Zoho CRM

Other Software Used

Xero, QuickBooks Online Advanced, QuickBooks Online

Farjana Labonno View profile

Frontend Developer in Information Technology at Asian Technology Information Program (ATIP) (51-200 employees employees)

Use Cases and Deployment Scope

My favorite feature of Capsule is the breadth and depth of integrations and functionality it offers. Our primary CRM, it’s a great place to find out what’s going on in the company. It has a simple interface that makes searching for profiles easy. We appreciate how well-designed it is. It’s simple to search for contacts, extract them, upload, sort, and sort them in this program. It is now much easier to create tracks and view workflows. Allowing us to plan the entire year, we can customize each event. Easy to use, straightforward to understand, and simple to learn. We’ve been using Capsule CRM for more than a year and are thrilled with it! For us, it’s been a great fit; it’s not expensive, and the customer service has been excellent. Unlike other CRM programs, it doesn’t require extensive training or migration. Capsule CRM is more user-friendly and less time-consuming to set up. It is compatible with a wide range of other programs and systems. All issues have been resolved, and customer service is open and active.

Pros

Capsule CRM: Smooth-to-use.
Capsule CRM: Budget-Friendly.
Capsule CRM: Lead Management.
Capsule CRM: Contact Management.
Capsule CRM: Many Interrogations.
Capsule CRM: Great Mobile Application.
Capsule CRM: Monitoring Email Correspondence.

Cons

Capsule CRM: Make the UI more appealing.
Capsule CRM: Marketing integration is lacking.
Capsule CRM: Feature-lacking compared to other CRM systems.

Return on Investment

Capsule CRM: Increased Efficiency.
Capsule CRM: Helps With Resource Planning.
Capsule CRM: Enhanced Sales Process Efficiency.
Capsule CRM: Effective Marketing And Management Package.
Capsule CRM: Latest Version Should Include Compensating Effects.

Alternatives Considered

Zoho CRM and Agile CRM

Other Software Used

Zoho CRM Plus, Salesforce CPQ (formerly SteelBrick), Google Drive

Usability

Hannah Eleanor View profile

Social Media Ghostwriter & Storyteller in Social Media at AmyBlaschka.com (1-10 employees employees)

Use Cases and Deployment Scope

It is an easy-to-use and easy to configure the platform. With Capsule CRM, it has become easier to set up tracks and view workflow. It does not require training and special programming due to which anyone can easily use it and figure out about its works.

Pros

The supporting documentation is very informative and helpful. It integrates seamlessly with other solutions.
The customer support is very responsive and every problem is resolved efficiently and quickly.
It provides numerous useful features and covers the needs of almost every business.

Cons

Its integration with Mail chimp is not smooth. Also, it does not allow to list contacts alphabetically which is a great downside of this tool. It does not contain some essential marketing features.
It needs to improve the user interface and make it more productive especially on the calendar view.
The contact sorting is quite disappointing. It would be nice if it allows users to set screen filters.

Return on Investment

It develops an efficient way to track and link milestones to success factors and thus, made it easier and simple to manage sales-related businesses.
It provides an activity reporting feature that enables you to control interactions' frequency and avoid letting customers drift off by way of infrequent contact.
With Capsule CRM, you can easily personalize your activities as it provides features with which you can schedule and organize a calendar of activities easily.

Alternatives Considered

Asana, CompanyHub CRM and NetHunt CRM

Other Software Used

Asana, CompanyHub CRM, NetHunt CRM

Usability

Samuel-Borris James View profile

Digital support officer at HM Courts & Tribunals Service (HMCTS) (10,001+ employees employees)

Pros

It has advanced features or document storage, lead scoring, and chat integration.
It is also used for email marketing that helps its users to manage their emails through this application.
It helps the companies to manage their new customers automatically.

Cons

This application does not have a good dashboard and GUI.
It also does not have all the options for customized reports and it lacks many features and sometimes does not provide good customer support.

Return on Investment

Capsule CRM software not only interprets with resource planning but maintains the customer relationship at its peak.
This software is altogether a big package to promote and control the business movements on a high scale
This application tends to work with all versions but, there is no plan to cop up with the R13 version so, the latest version should have all effects to compensate for the business dealings.