Presentation of Capsule CRM

What is Capsule CRM

Capsule CRM is a complete online CRM system that allows you to build stronger customer relationships, and make more sales in less time. Capsule is trusted by thousands of businesses worldwide.

Features

No more fragmented customer information in spreadsheets and emails across your business.

  • 360 vision: Store and manage all your business contacts in one place. All relationships, not just clients. Manage contacts, leads, clients, vendors, and more.
  • Organization optimization: Build the teams you need, assign opportunities and opportunities, control user access, and gain insights with meaningful reports.
  • Sales Funnel Management: Track offers, proposals and other opportunities. See where your future income comes from. Create reports and get information about your sales channels.
  • Activity Tracking: Create tasks and share them with co-workers. Create repeating tasks or a reusable process to automate your business workflow.
  • Easy-to-use: Be up and running in minutes. Capsule CRM was designed with usability in mind. We made it simple and intuitive to help you feel at home minutes after signing up, leaving you time to focus on the tasks at hand.
  • Data Centralization: Capture emails and attach notes, conversations, documents, and files to a contact history, so it's available in one place. Share contacts easily with your team.
  • Third-Party Integrations: Easily integrate your existing tools directly into Capsule, with integrations like Outlook, Sage, QuickBooks, Xero, and more. 
  • Sales Analytics: Make informed business decisions by seeing which activities have a bigger impact on your overall revenue with detailed reports. 

Pricing 

Capsule offers three versions and pricing levels: 

  • Professional: £12/user/month, designed for smaller teams, base features. 
  • Teams: £24/user/month, designed for growing businesses. Easily manage user access, segment data, and track team performance. 
  • Enterprise: £36/user/month, designed for larger teams and businesses who need features such as premium onboarding, dedicated account management, priority support, and more. 

Reviews 

Capsule CRM has an average user rating of 4.0/5.0. Users really appreciate the extensiveness of the note-taking and sharing features and the large amount of integrations. On the other hand, users also note that there could be more analytical features and that some features are relatively hard to find. 

What We Think 

Even though Capsule CRM may be less well-known than its competitors like Zoho, for example, that doesn't mean it's not a good option. With a large set of features, Capsule is perfectly sufficient for small to medium-sized businesses looking for a quality CRM. However, larger companies looking for all-around robust CRM should probably look elsewhere. 

Information on Capsule CRM
Software edited by Capsule CRM

Prices and features of Capsule CRM

Estándar
Rate

On demand

Customer Support

Claims Management
Customer Interface
Service Quality Management

Security & Confidentiality

Secure Sockets Layer (SSL)

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