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 you 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 & 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 with a two-user allocation for small organizations. It is ideal for small businesses that need essential CRM tools for their customer servicing needs but do not have budget allocation for a recurring paid plan.
Capsule CRM Pricing
Capsule CRM’s 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.
Advanced Sales Reporting
Capsule CRM’s subscription plans are designed to cater to various 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 software’s performance 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.
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. The contacts and storage limits give most small businesses plenty of room to grow, making it ideal for teams or individuals who want a CRM that can grow as they do.
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. It is 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 and management software with integrated reporting
Businesses looking for a robust CRM with a top-notch mobile app
Capsule CRM Features
Capsule CRM provides an extensive set of CRM tools to better manage customer relationships 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 & Pipeline Tracking
Capsule CRM has a relatively straightforward interface for managing sales opportunities that closely resembles the contact information. It allows users to link sales opportunities with both contacts and organizations and lets users create tasks or run tracks for each opportunity. The software 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 number of opportunities the company is winning or losing, identifying their highest performing employee and team. You can also get data on average sales and analysis on different stages of the sales pipelines.
Author’s note: Capsule CRM’s Free plan offers basic and essential lead management features. Its simple dashboard is easy to navigate and you will be able to easily toggle through tabs to explore the various aspects of your projects, contacts, and leads.
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 the 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.”
— Rajat Sharma
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.”
— Rajat Sharma
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, and specific cases. You can organize the categories by going to the Actions Menu, generating a Dropbox email address, and bcc’ing it in the email to be listed. This process 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.
Which businesses can benefit best from Capsule CRM?
Capsule CRM is ideal for businesses in the following industries: real estate, travel agencies, accounting firms, construction, and hospitality.
Capsule CRM is a great option for users looking to try their first-ever CRM software. It has a very simple and straightforward dashboard that’s easy to use and figure out.
Its Free plan also offers the essentials—tasks, contacts, and a sales pipeline—which is useful for solopreneurs and small businesses that need a reliable pipeline management tool.
However, Capsule CRM does offer basic features. If you are looking to upgrade to a paid plan, I would suggest exploring other options that might offer more robust features.
Check our article on the best CRMs for small businesses for 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.