Who Uses Capsule?
Owners of small and growing businesses that want to better organise their business and customer activities. Sales/Marketing Heads/VP's of small to medium sized businesses looking for a sales solution.
What Is Capsule?
The ideal CRM tool for companies with 10-1000 employees. Over 10,000 businesses across the globe use Capsule to better organize their customer facing and sales activities. Capsule is easy to use, yet powerful and customisable so you can adapt it to your business. It integrates with other popular apps such as Google G Suite, QuickBooks, MailChimp and Zapier for advanced sales automation. Starting from as little as $18 per user, you can get started in just a few minutes with our free trial.
Capsule Details
Zestia
http://www.capsulecrm.com/
Founded 2009
Capsule pricing overview
See pricing plansCapsule has a free version and offers a free trial. Capsule paid version starts at $18.00/month.
Starting Price
$18.00/month See pricing details
Free Version
Yes
Free Trial
Yes, get a free trial
Capsule deployment and support
Support
- Email/Help Desk
- FAQs/Forum
- Knowledge Base Software
- Chat
Deployment
- Cloud, SaaS, Web-based
- Android (Mobile)
- iPhone (Mobile)
- iPad (Mobile)
Training Software
- Documentation
- Videos
Capsule Features
CRM Software
- API
- Activity Dashboard
- Activity Management
- Activity Tracking
- Alerts/Notifications
- CRM Software
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Campaign Management Software
- Contact Database
- Contact Management Software
- Customer Database
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Document Storage
- Drag & Drop
- Email Management Software
- Email Marketing Software
- Email Templates
- Forecasting
- Interaction Tracking
- Internal Chat Integration
- Lead Capture Software
- Lead Generation Software
- Lead Management Software
- Lead Qualification
- Marketing Automation Software
- Mobile Access
- Opportunity Management
- Pipeline Management
- Projections
- Quotes/Estimates
- Referral Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Sales Forecasting Software
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Segmentation
- Social Media Integration
- Task Management Software
- Territory Management
- Third Party Integrations
- Workflow Management Software
Lead Management Software
- API
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- CRM Software
- Calendar Management
- Campaign Analytics
- Campaign Management Software
- Contact Database
- Contact Management Software
- Customer Database
- Customer Segmentation
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Document Storage
- Drag & Drop
- Email Management Software
- Email Marketing Software
- Email Templates
- Email Tracking Software
- Forecasting
- Interaction Tracking
- Lead Capture Software
- Lead Distribution
- Lead Generation Software
- Lead Management Software
- Lead Nurturing Software
- Lead Qualification
- Lead Segmentation
- Monitoring
- Opportunity Management
- Pipeline Management
- Pipeline Reports
- Prospecting Tools
- Real Time Data
- Real Time Notifications
- Reminders
- Reporting & Statistics
- Sales Forecasting Software
- Sales Reports
- Sales Trend Analysis
- Social Media Integration
- Source Tracking
- Task Management Software
- Template Management
- Third Party Integrations
- Web Forms
- Workflow Management Software
Online CRM Software
- API
- Activity Dashboard
- Activity Tracking
- CRM Software
- Calendar Management
- Calendar Sync
- Campaign Management Software
- Cataloging/Categorization
- Collaboration Tools
- Contact Database
- Contact Management Software
- Customer Database
- Customer Service Analytics
- Customer Support Software
- Customer Surveys
- Customizable Fields
- Customizable Templates
- Data Import/Export
- Document Storage
- Drag & Drop
- Email Management Software
- Email Marketing Software
- Email Response Control
- Email Templates
- Email Tracking Software
- FAQ
- Forecasting
- Interaction Tracking
- Knowledge Management Software
- Lead Capture Software
- Lead Management Software
- Live Chat Software
- Opportunity Management
- Performance Metrics
- Pipeline Management
- Reminders
- Reporting & Statistics
- Request Escalation
- Routing
- Sales Forecasting Software
- Sales Reports
- Sales Trend Analysis
- Search/Filter
- Self Service Portal
- Social Media Integration
- Task Management Software
- Third Party Integrations
- Web-based Deployment
- Workflow Management Software
- XML / RSS
Predictive Lead Scoring Software
- AI/Machine Learning
- API
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- CRM Software
- Calendar Management
- Campaign Management Software
- Contact Database
- Contact Management Software
- Customer Segmentation
- Customizable Fields
- Customizable Scoring
- Customizable Templates
- Data Enrichment
- Demographic / Firmographic Data
- Document Storage
- Drag & Drop
- Email Management Software
- Email Marketing Software
- Email Templates
- Email Tracking Software
- Forecasting
- Interaction Tracking
- Lead Capture Software
- Lead Distribution
- Lead Generation Software
- Lead Management Software
- Lead Nurturing Software
- Lead Qualification
- Multiple Scoring Models
- Opportunity Management
- Pipeline Management
- Predictive Analytics Software
- Prioritization
- Process/Workflow Automation
- Prospecting Tools
- Real Time Data
- Real Time Notifications
- Reminders
- Reporting & Statistics
- Sales Forecasting Software
- Sales Reports
- Sales Trend Analysis
- Search/Filter
- Social Media Integration
- Task Management Software
- Third Party Integrations
- Web Forms
- Workflow Management Software
Sales Forecasting Software
- "What If" Scenarios
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Budgeting/Forecasting
- Business Process Control
- CRM Software
- Collaboration Tools
- Competitive Analysis
- Contact Database
- Contact Management Software
- Correlation Analysis
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Dashboard Creation
- Dashboard Software
- Data Import/Export
- Data Visualization Software
- Drag & Drop
- Dynamic Modeling
- Email Management Software
- Exception Reporting
- Forecasting
- Graphical Data Presentation
- Lead Capture Software
- Lead Management Software
- Lead Qualification
- Modeling & Simulation
- Multi-Currency
- Opportunity Management
- Performance Metrics
- Pipeline Management
- Pipeline Reports
- Predictive Analytics Software
- Real Time Analytics
- Real Time Data
- Real Time Reporting
- Reporting & Statistics
- Role-Based Permissions
- Sales Forecasting Software
- Sales Reports
- Sales Trend Analysis
- Statistical Analysis Software
- Task Management Software
- Third Party Integrations
- Visual Analytics
- Workflow Management Software
Small Business CRM Software
- Business Card/Badge Scanning
- Calendar/Reminder System
- Contact Management Software
- Document Storage
- Email Management Software
- Forecasting
- Interaction Tracking
- Lead Management Software
- Lead Qualification
- Live Chat Software
- Marketing Automation Software
- Quotes/Estimates
- Reporting/Analytics
- Sales Pipeline Management
- Segmentation
- Social Media Integration
- Task Management Software
- Territory Management
Capsule Alternatives - Capterra UAE 2021
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Capsule Reviews
Read all reviewsOverall rating
Average score
Peter M.
-
Overall Rating5 /5
-
Ease of Use5 /5
-
Features & Functionality5 /5
-
Customer Support Software5 /5
-
Value for Money5 /5
-
Likelihood to Recommend
- Reviewer Source
- Reviewed on 04/11/2020
"Best CRM I've ever used"
Comments: Peace of mind for my business
Pros: Visual presentation of the data, ease of access, monthly subscription, data capture, project tracking, email link capability, mobile access.
Cons: The CRM had no functions that I disliked
Vendor Response
by Zestia on 10/11/2020
Hi Peter,
Chloe here from Capsule. Thanks for taking the time out to write a review about Capsule - we're really glad it's helping your business!
- Reviewer Source
- Reviewed on 04/11/2020
Peter R.
-
Overall Rating5 /5
-
Ease of Use5 /5
-
Features & Functionality5 /5
-
Customer Support Software5 /5
-
Value for Money5 /5
-
Likelihood to Recommend
- Reviewer Source
- Reviewed on 20/11/2020
"wonderful Software for every business"
Comments: The software is simple to use, it has a wide range of tools that you can use. However, the great thing you dont have to use all the features and they are hidden away, so they dont affect your everyday usage. Incredibly for this type of software and all the tools you can access, it is incredibly affordable for personal, small business or large companies. We really love the product
Pros: We have used this software for over five years. We used to use act and were reluctant to move to another provider. We moved because we could use the software on all forms of devices, anywhere in the world. The other great feature is that it is so simple to use, you hardly need any training at all
Cons: Actually we love it, so we dont really have anything negative to say
Vendor Response
by Zestia on 24/11/2020
Hi Peter,
Chloe from Capsule here. Thanks for reviewing us! We're so happy to hear that Capsule has worked out for you!
- Reviewer Source
- Reviewed on 20/11/2020
Rebecca H.
-
Overall Rating5 /5
-
Ease of Use5 /5
-
Features & Functionality5 /5
-
Customer Support Software5 /5
-
Value for Money5 /5
-
Likelihood to Recommend
- Reviewer Source
- Reviewed on 07/05/2021
"Super helpful!"
Pros: The UI/UX is exactly what we needed! This software brings together our sales and marketing department and shows transparently and where we are in the business - [SENSITIVE CONTENT HIDDEN]
Cons: There is nothing that we wish we had or could improve on :-)
Vendor Response
by Zestia on 18/05/2021
Hi Rebecca,
Thanks for writing a review - I'll be sure to pass along your positive comments about the UI/UX to our designers.
- Reviewer Source
- Reviewed on 07/05/2021
Verified Reviewer
-
Overall Rating3 /5
-
Ease of Use3 /5
-
Features & Functionality3 /5
-
Customer Support SoftwareUnrated
-
Value for MoneyUnrated
-
Likelihood to Recommend
- Reviewer Source
- Reviewed on 07/09/2018
"Features and Format Lacking, Good for the Basics"
Comments: Overall, Capsule seems middle-of-the-road. It's been useful as a database to keep our pipeline and outreach organized at a base level but hasn't impressed beyond that.
Pros: The ability to export to Mailchimp has been very useful, it allows us to immediately update lists without having to go through multiple extra steps.
Cons: Certain features I'm used to in a CRM are missing. The only way to correlate multiple organizations (as a subsidiary or similar case) is to make a note of it in the organization description and that doesn't link through. You're also unable to categorize a contact under multiple organizations, so you need to create a new person with the same name if you want to put them under more than one company. It would also be nice to have a better search and reporting function. The only things you can search for are the person, organization, case, and note content, so every other bit of information you'd like to search for and compile must be placed as a tag, which gets clunky and disorganized easily. There is some sales pipeline reporting, but the options are not as robust as other CRM systems I've used in the past.
- Reviewer Source
- Reviewed on 07/09/2018
Dolan E.
-
Overall Rating4 /5
-
Ease of Use4 /5
-
Features & Functionality3 /5
-
Customer Support Software5 /5
-
Value for Money4 /5
-
Likelihood to Recommend
- Reviewer Source
- Reviewed on 06/04/2021
"Capsule Feedback"
Comments: Not a bad system for the price we are paying.
Pros: Fairly easy to use along with the cheap cost
Cons: The integration with Quickbooks is not the best to be honest. We have had to disable the interaction as it was changing the records we had originally set up in Quickbooks. Also was not a simple click of a button to see the previous sales, you have to continuously sign into quickbooks when you want to see records, a bit pointless really.
Vendor Response
by Zestia on 13/04/2021
Hi Dolan,
Chloe from Capsule here. Thanks for taking the time to write a review. We're glad you're finding Capsule easy to use and good value for money. Sorry to hear that our QuickBooks integration isn't quite what you expected. When setting up the integration any information in Capsule and QuickBooks should match otherwise Capsule would overwrite any differences. After that, the integration will push any changes in Capsule to QuickBooks as it treats Capsule as the source of truth so it's best to always make changes in Capsule. As long as you are logged into QuickBooks the link to open in QuickBooks will work. This is so that Capsule users who aren't QuickBooks users can't click through and access all the data in your QuickBooks account. If you'd like any more help or support with QuickBooks or Capsule in general our support team are always happy to help. You can reach them at [email protected]
- Reviewer Source
- Reviewed on 06/04/2021
