Capsule is a pay-as-you-go customer relationship management (CRM) solution that specializes in helping companies manage business leads through efficient contact management. It also enables users to track pipelines, sales leads, and customer communications. It costs $0 to $36 per month and is best for beginners who have no prior experience using CRM tools.
Capsule CRM Pros and Cons
Easy and simple to use
Limited integrations for the free version
Has a free option and offers affordable pricing options for the paid subscription plans
Features could be too basic for users looking for powerful and essential CRM tools
Offers automated workflows
Who Capsule CRM is Best For
- Users with no technical background: Capsule CRM was built with ease of use and simplicity in mind to enable all kinds of users, especially beginners, to maximize its functionalities. According to user reviews, the software is uncomplicated to use and very easy to set up.
- Micro-businesses or small businesses with little to no budget: Capsule CRM has a free plan that has a 2-user allocation for small organizations that need essential CRM tools for their customer servicing needs, but does not have budget allocation for a recurring paid plan.
Capsule CRM Pricing
Capsule CRM pricing includes a free option and two paid subscription plans: Professional ($18/user/month) and Teams ($36/user/month). The main differences between the plans include the number of contacts and size of storage, as well as access to premium features such as advanced sales reporting and integrations with Mailchimp, Xero, Wufoo, and more.
No. of Contacts
(maximum of 2 users)
Up to 250
$18 per user
Up to 50,000
$36 per user
Up to 100,000
Capsule CRM’s three subscription plans are designed to cater to various kinds of users—giving them the option to choose which one best fits the size and requirements of their business. They can also opt to subscribe to the free plan to evaluate the performance of the software before paying for a subscription.
The Free plan with Capsule CRM allows up to two users, 250 contacts, and includes deal management and support cases. Capsule includes limited task workflow automation even in the free plan, unlike many of its competitors.
The Professional plan has a 50,000 contact allocation and storage size of up to 10GB. This plan includes premium integrations with other software like Mailchimp, Freshbooks, and G Suite. Beyond that, most of the features are the same as the Free plan, though the contacts and storage limits give most small businesses plenty of room to grow. This makes it ideal for teams or individuals who want a CRM that can grow as they do.
The Team plan offers a 100,000 contact allocation and a per-user storage of up to 20GB. Most of the contact and deal management features are the same, with the biggest difference being the ability to group users into teams and assign different levels of permissions for each. This makes it a great choice for smaller teams that want a simple CRM for a variety of roles.
Capsule CRM Alternatives 2020
B2B businesses that need a customizable, robust, and competitively priced CRM with built-in phone
Small businesses that want a CRM with enterprise-class sales and support features
Businesses that want a free, no-frills CRM with basic features and unlimited users
Teams that want a user-friendly and visual pipeline to manage sales
Organizations seeking free lead & management software with integrated reporting
Businesses looking for a robust CRM with a top-notch mobile app
Capsule CRM Features
Capsule CRM provides users with an extensive set of CRM tools to help them manage their customer relationships better and continuously grow their business. Below are its key features.
Capsule CRM makes it easy to manage personal contacts and organizations. Users can add contacts manually, or import them from lead generation forms on their website. Contact profiles provide an at-a-glance view of all of the important contact details, relationship history, upcoming tasks, and opportunities for each.
Sales Opportunities and Pipeline Tracking
Capsule CRM has a relatively straightforward interface for managing sales opportunities that closely resembles the contact information. Capsule allows users to link sales opportunities with both contacts and organizations and lets users create tasks or run tracks for each opportunity. Capsule will also help users track what percentage of their deals are closing, and what the total value of their pipeline is at any time.
Tracks (Workflow Management)
Tracks is Capsule CRM’s proprietary workflow management tool. Tracks are simply a process or series of activities organized into a workflow that allows users to create a preset list of tasks or events, and trigger them as they are completed. Users can create as many tracks as they need, letting them have a different workflow for handling different types of inquiries or projects. Tracks can be attached to a contact, organization, support case, or deal.
Capsule CRM’s sales performance reports enable users to know exactly how their team is performing. Reports provide insights on the amount of opportunities that the company is winning or losing, identifies their highest performing employee/team, data on average sales, as well as analysis on different stages of their sales pipelines.
Which CRM Provider is Best for You?
Most Helpful Capsule CRM Reviews
Most Capsule CRM reviews found online are positive. Users highlighted the convenience of having a free subscription option. They also like its efficient contact database management feature. Concerns raised by users include lack of training modules to maximize the use of the software.
Free CRM that can grow together with your business
“It is a powerful CRM for free. It doesn’t get much better than that! If you’re launching a new business and don’t want to invest too much, use Capsule for your CRM. It will keep you organized and not cost you much. If you grow out of the free version, then you can just continue using the same product and subscribe to a paid plan, without needing to convert everything to a new, bigger database.”
Task flow charts can be improved; also lacks training materials
“It would be nice to have a more flexible workflow option with Tracks or a very simple flowchart of tasks that are generated depending on which way the opportunity goes. There are barely any Capsule videos on YouTube. A feature I would really love is a set of tutorials or webinars that I could use for learning and for training others.”
Capsule CRM Frequently Asked Questions (FAQs)
Can Capsule CRM users import contacts into the platform?
Yes. Capsule CRM users can import contacts by synchronizing the platform with Outlook, Google Contacts, Mac Address Books, Thunderbird, LinkedIn, Act!, or by uploading a spreadsheet containing their information. Spreadsheets must be uploaded as CSV files and should follow the format provided by Capsule CRM.
Is it possible for users to customize the categories they group their emails into?
Yes. Capsule CRM users can group emails in categories according to specific contacts, specific opportunities, or specific cases. This is done by going to the Actions Menu and generating a drop box email address and BCCing it in the email to be listed. This automatically puts the email in the category that corresponds to the drop box email.
Can users cancel their subscription at any time?
Yes. Capsule is a pay-as-you-go software and has no long term lock-in. Users can cancel, upgrade, or downgrade at any time.
What businesses can benefit best from Capsule CRM?
Capsule CRM is ideal for use of businesses in the following industries: real estate, travel agencies, accounting firms, construction, and hospitality.
Our Top CRM Provider Picks
If you aren’t sure if Capsule CRM is right for you, this article on the 10 Best CRMs for Small Business is a review of our top choices. Our team looked at a variety of solutions and narrowed down our recommendations based on price, features, and ease of use.