Capsule CRM Review - why 4.4 stars?

Shlomi Lavi / updated: Mar 09, 2022

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What is Capsule CRM?

Capsule CRM is a customer relationship management software solution that enables firms to build good customer connections, have multiple sales closures, and ensure coordination. Some features of the software are described below:

• Sales Pipeline: This feature helps sales teams organize their sales pipeline and actions, using the sales dashboard to summarize all leads and prospects.
• Contact Management: This feature gives sales teams visibility and easy access to prospective or booked clients, thus streamlining communication.
• Email Templates: With this feature, firms can efficiently create email templates and convert, sending emails through Outlook or Gmail integration.
Tasks and Calendars: Sales and CRM teams can create tasks and schedule appointments, meetings, and calls with prospective clients using this feature.
• Sales Analytics: Users can monitor and track every sales cycle stage with reports and analytics on Capsule CRM.

Zestia Ltd is the vendor of the Capsule CRM software. Zestia Ltd was founded in 2009 and is headquartered in Manchester, United Kingdom. Currently, the company has an estimated 35 employees.

Who is it best for?

Customers of the software mainly include small and medium businesses from different industrial backgrounds. These customers are scattered in over 150 countries around the world and belong to such diverse industries as media and entertainment, communication, retail and sale, manufacturing, automation, financial services, and others. Some noteworthy customers include Ambientair Ltd and My Mobi Solution etc.

Main features and functionalities

The software features a detailed contact view offering a bird eye view of all the customer and organizational information. Efficient management of sales pipelines is offered for tracking bids, deals, proposals, and opportunities. Easy collaboration is facilitated to share opportunities with co-workers and milestones are linked with success factors to track the progress at every stage.

Capsule CRM features management of to-do lists and calendar using tasks. It also offers custom categories with different tags for leads, vendors, and customers. Finally, you have the facility of managing groups of contacts with lists.

What is the actual cost?

Capsule CRM offers three price plans. They are the Professional plan which starts at $18/user/month, the Teams plan, which starts at $36/user/month; and the Enterprise plan, which starts at $54/user/month.

The Professional plan is made for small teams to boost their sales and improve their level of organization. It supports firms with up to 50,000 contacts and offers up to 10GB of storage for each user. It allows Premium Microsoft 365 and Google Workspace integration. Other premium integrations include Xero, QuickBooks, and MailChimp.

The Team plan is built for developing firms, aiding them in managing user entry, categorizing data, and monitoring team operations. The plan has a contact storage capacity of 100,000 contacts and an available storage space of 20GB per user. Also, organizations subscribed to this plan have access to numerous sales channels and improved sales recording.

The Enterprise plan is suitable for large-scale companies. It provides import assistance and implementation support. This plan comes with a contact storage space of 200,000 contacts and a general 40GB storage for every user. It also offers dedicated management to customer success.

There is a free plan available for small-sized firms that features task management and allows unlimited data entry. It has a storage capacity of 250 contacts and an available storage space of 50MB. For security, it has two-factor authentication.

ITQlick pricing score is 2.4 out of 10 (10 is most expensive). Access ITQlick pricing guide for Capsule CRM. You can also find here pricing information from Capsule CRM's website.

Pros

• The software helps manage contacts, opportunities, and jobs
• Capsule CRM makes recording remarks more accessible, and information about individuals and businesses is in the database
• Capsule CRM is simple to use, even for new users

Cons

• Contacts are not listed alphabetically
• On Capsule CRM, it is difficult to add data tags in bulk

How it stacks up?

Access a head to head analysis of Capsule CRM vs alternative software solutions.

Frequently Asked Questions (FAQs)

Is Capsule CRM right for you or your business?

Capsule CRM is a cloud-based CRM software for startups and small and medium-sized firms with employees ranging from 1 to 1000 members. The target consumers are sales and marketing teams. Notable firms like Red Circle Network, Caviar and Chips, and Zigger Web Design employ the services of Capsule CRM.