Capsule CRM Expert Reviews, Pricing, Alternatives - SSR 2022

Noah Edis
HR Tech writer and content marketer
May 16, 2022
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Capsule Versus the competition

Capsule aims to improve productivity and collaboration. They offer specialized features like marketing automation, social media integration, and email marketing, all of which are designed to maximize customer retention.

If you're ready to get a Capsule demo, we suggest getting in touch for a look at the product and quote. Otherwise, read on!

Pros
Cons

Capsule Review

It's fantastic how Capsule manages to pack enough functionality into a simple, low-cost, and easy-to-use relationship management tool. Its sleek and intuitive interface makes it look like it's designed for beginners, but it's everything but that. In addition to its reliability and helpfulness, it could provide you with insight into inefficiencies in your organization's sales processes. Its features can also build stronger relationships with your clients and partners.

Who shouldn't buy Capsule

With how effective Capsule CRM is, its glaring weakness is its low-powered mass email support. The Free version is anything but helpful, with only 50MB/account in storage and 250 contacts total. This makes it virtually unusable for any serious business.

Capsule Customers

Capsule focuses on small to medium businesses, with customers from thriving startups and SMB upstarts. These include Hasbean, Evoluted, Sookio, Caviar and Chips, Liquona, Zigger Design, and Red Circle.

Capsule: Easy-to-use CRM with competitive pricing

Capsule Stats

Capsule Key Features

  • Contact management: Organize your customer information in one place. Know the history of every conversation and provide a more personalized experience.
  • Sales pipeline: Stay on top of your sales by tailoring your pipeline to your sales process and identifying the deals that need attention and those that will close soon.
  • Sales analytics: Utilize insightful reports to determine what activities impact your sales figures most.

Capsule CRM also includes:

  • Currency support
  • Kanban visual pipeline
  • Reporting (activity reporting, exporting, and filtering)
  • Google Data Studio reporting
  • Two-factor authentication
  • GDPR compliance
  • Granular access control
  • MS 365 Single Sign-On

Capsule Key Integrations

Capsule CRM has many integrations from different categories, from marketing to contracts and proposals. These include Microsoft 365, Mailchimp, Quickbooks, Xero, Sage, FreeAgent, and GSuite. Further integrations are possible with Capsule's API or Zapier.

Capsule Pricing

Capsule has three price tiers, charging per user/month. Apart from the free version that offers limited options for up to two users, they also provide three paid plans which provide increasing contact and storage capabilities:

  • Professional: This starts at $18 per user per month and offers activity reporting, single sign-on, and premium integrations.
  • Teams: This is priced at $36 per user per month, providing all Professional features plus multiple sales pipelines, advanced sales reporting, user roles and restrictions, and custom activity types.
  • Enterprise: This plan is priced at $54 per user per month, with implementation support, import assistance, custom training, dedicated customer success manager, and priority support.
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Free
$5 per person per month
$6.50 per person per month
$2 per person per month

Capsule Implementation

Buyers need to pick a tier and provide their email address to start their 30-day free trial. Installation should be straightforward from that point.

Capsule Customer Success

Capsule customers can avail support services from Monday to Friday via online web form, email, or Twitter. The support page also provides comprehensive guides on topics including setup and configuration, account and security, business insights, and integrations.

About Capsule

As a next step you can visit the Capsule website or read about alternatives below

As a next step you can visit the Capsule website or read about alternatives below

Capsule Alternatives

Zoho CRM provides the best mix of features for customer relationship management systems with useful integrations and a compatible suite of products at a reasonably competitive price, making it a solid pick for every company.
Zendesk Sell is a powerful AMS that helps companies effectively manage their sales pipelines, sales opportunities, and account data through live updates and in-platform communication tools like calls and texts.
Salesforce Sales Cloud is the software to beat, leading the way with innovations, including artificial intelligence support and boosting interoperability with other Salesforce apps.
HubSpot Sales Hub provides an all-in-one solution for companies looking for a reliable CRM to handle their sales processes, marketing automation, content, and web development.
Freshsales is an all-in-one account management suite that includes sales and customer support features, including a useful free version, with a solid CS through live chat, email, and phone support.
Bitrix24 offers all-in-one functionality in an easy-to-use package, with CRM and lead management features combined with sophisticated analytics perfect for SMBs.
Insightly offers one of the best platforms for managing customer relationships, with an easy-to-use interface and flexible features accessible on mobile (Android and iOS) and desktop.
Pipedrive offers an intuitive interface together with a solid offering of mobile apps and other specialized features like chatbots and efficient reporting.
Oracle NetSuite CRM provides a high-quality CRM solution, from tracking sales leads and service requests to managing your marketing campaigns, making it easy for businesses of any size, industry, or region to manage their accounts.
Apptivo has an extensive feature set with 360-degree insights, customization options, and integrations with popular tools, making them an excellent option for companies looking for a CRM that grows with their business.
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