About Capsule

Capsule from Zestia is a cloud-based CRM application that enables small and midsize organizations to keep track of the people and organizations they do business with, along with their interactions and opportunities in the sales pipeline. Capsule also provides a ticket management module to help employees resolve customer support inquiries. Tasks and notifications assigned to contacts, deals and cases help users understand what needs to be done when.

Capsule offers many customization options to help tailor the system to meet the needs of different businesses, including custom fields, tags and branding options. It also allows users to define sales processes with configurable milestones for each stage of the pipeline. Each milestone is linked with a success crite...


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Supported Operating System(s):

Windows 7, Windows Vista, Windows XP, Mac OS, Linux, Web browser (OS agnostic), Windows 2000, Windows 8

89 Reviews of Capsule

Average User Ratings

Overall

4.44 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

4.5

Functionality

4.0

Ratings Snapshot

5 stars

(49)

49

4 stars

(33)

33

3 stars

(7)

7

2 stars

(0)

0

1 stars

(1)

1

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 89 results

December 2019

Guy from GG Fit Ltd

Company Size: 2-10 employees

Industry: Health, Wellness and Fitness

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Functionality

4.0

December 2019

Great CRM for Contacts, Tasks, Opportunities and pipelines

Really good Customer, Prospect and Lead management solution Reminder to contact Management of team tasks, and assignment to team members

Pros

Simple contact and account management, link task reminders to contacts and or opportunities. Integration with GMail etc, Xero, MailChimp

Cons

Mobile app could be a litte more user friendly, it would be great to automatically add a follow-up task when you close one. But these are both really minor issues in the grand scheme!

November 2019

David from QUest Training

Company Size: 11-50 employees

Industry: Professional Training & Coaching

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

3.0

Value for money

3.0

Customer support

4.0

Functionality

3.0

November 2019

Quick and useful to get ourselves organised but the limitations are starting to show

It's our 2nd management tool - the first one was overly complicated and this is quite simple The Dropbox solution is a bit of a fudge but it works most of the time. The tasks system and visual customisation leave a lot to be desired.

Pros

It's fast and simple, a young British company. which we wanted to support. Its online and accessible on an app It does a lot of what we originally needed

Cons

The tasks and the layout - lack of customisation - colours or icons - fields can be hard to identify at a glance. Starts to get expensive with more users - if I could role out viewing to my whole team (no input) it would be handy - but i can't justify 300 a month We no longer use the sales side - that didn't really work for our company - now just use the contacts, tasks, recording of data

Reasons for Choosing Capsule

We wanted simplicity and it met out needs initially - we still use it but it's almost too simple and we would love to see more innovation and features which we could use.

January 2020

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Functionality

4.0

January 2020

A CRM for startups - everything you need and nothing you dont

Pros

It is a highly customizable software CRM. Track every interaction with stakeholders using the web app, email plugins, and most importantly the iOS app! The app uses the cloud based client database as a sort of substitute for your phones address book, phone dialer, and portal to add client interactions. Best mobile app for a CRM platform!

Cons

It can be tricky linking interactions with multiple stakeholders.

Response from Zestia

Replied January 2020

Hi Chloe here from Capsule. Thanks for your review of Capsule and your support - we're really glad you like the mobile app. As for linking interactions with multiple stakeholders, if we can understand a little more about how you want interactions linked we may be able to offer some options or understand whether there are some ways we can amend Capsule. If you can write to us directly at support@capsulecrm.com then our support team will be able to help you out.

November 2019

Beth from WholenessWorks

Company Size: 1 employee

Industry: Individual & Family Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

November 2019

Best in Class CRM

I originally acquired Capsule to keep track of customers, potential customers, task management, and event management for a coaching and education business. I continue to track coaching clients in the software, but now I primarily use it for event and task management for a grassroots nonprofit.

Pros

Capsule is a CRM system that delivers excellent support for a small cost. It is more customizable and has more features and greater ease of use than others in its price range. It was fairly easy to set up, customize, and learn using the provided guides and the responsive customer service team. It easily supports tracking of all actions related to an entity in one place. It has a number of built-in APIs for integration with email marketing tools and other applications. I really appreciate the task tracking, the ability to track potential customers through a customizable sales funnel, and the capacity for creating cases for tracking interactions with related to a particular person, organization, or project. I also like the ease with which I can create my own "tracks" for processes that I often repeat.

Cons

The things I would want in a CRM application that are not present in Capsule are all things for which I would expect to spend more money. For example, if I were to spend more money on a CRM, I would look for one that includes volunteer sign up forms and the ability for donors to manage their own profiles and track their own donations. It is a pretty simple tool, but again, very robust for the price.

Reasons for Choosing Capsule

Best fit for our needs

September 2018

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

3.0

Functionality

3.0

September 2018

Features and Format Lacking, Good for the Basics

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.