Capsule Software

Find out more:

PriceDemo

FrontRunners 2021

Find out more:

PriceDemo

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 criterion t...

Capsule Pricing

30-day free trial of any plan (requires credit card). Free edition: up to 2 users, 10MB storage, and 250 contacts Professional plan: $18 per user per month with 10GB storage per user and up to 50,000 contacts. Teams plan: $36 per user per month with 20GB storage per user and up to 100,000 contacts.

Starting price: 

$18.00 per month

Free trial: 

Available

Free version: 

Available

Close

Image 1 of 6

Home

Capsule User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

4.5

Value for money

4.5

Customer support

4.5

Functionality

4.5

Showing 1 - 5 of 139 reviews

User Profile

Ilia

Verified reviewer

Company size: 2-10 employees

Industry: Information Technology and Services

Time used: Less than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
4

Ease-of-use

out of 5
5

Value for money

out of 5
4

Functionality

out of 5

February 2021

Pretty good.

Overall experience was positive. It's a solution that I recommend to people.

Pros

What initially attracted us to this CRM was its cost effectiveness. I was impressed by how easy it was to deploy and run. The mobile app was pretty solid, easy to use and probably better or on par with some of the other (more expensive) CRM apps I've used. ~Capsule also had a decent project management function.

Cons

I think we had some trouble when trying to connect to Mail Chimp. From memory it took a long time to get it right.

Response from Zestia

Hi Ilia, Chloe here from Capsule. Thanks for taking the time to write a review. We're happy to hear that you found Capsule easy to deploy and are enjoying using the mobile app. If you ever need any help for example setting up integrations then don't hesitate to reach out to us at support@capsulecrm.com.

Replied February 2021

Jesse

Company size: 1 employee

Industry: Online Media

Time used: Less than 12 months

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
5

Ease-of-use

out of 5
4

Value for money

out of 5
5

Functionality

out of 5

December 2021

Capsule is simple to use and just the right number of features

I've been using Capsule for several months and I am very happy. Occasionally I try other apps just to see, but none of them are as easy to use. Capsule feels like a gem of a CRM in a field crowded with lots of apps. If you need reminders of who to follow up with and when, Capsule does that really well—and can grow with you as you grow. Next year I'll likely need to upgrade from the free level, and I'll gladly do so.

Pros

As a service provider I have a lot of contacts to track. I tried several CRMs (Hubspot, Monday, etc) but none were as simple to use as Capsule. I had basic needs: track new contacts and set reminders to follow up. While other apps had those features alongside dozens of other tools, Capsule made it very easy to start tracking and reminding right away. And that's on a free level! The Gmail extension works really well and makes adding tasks quick and easy.

Cons

If I was nitpicky, I'd say maybe a more modern design. But it's not strictly utilitarian, and it's simplicity makes it easy to do what I need.

Reasons for choosing Capsule

Other CRMs were pretty complicated for what I needed. I first tried Hubspot, but I was lost in all the features. All I needed to do was set reminders to follow up with people. While the other CRMs do that, it felt like I had to swim through a dozen other features to get there. I was able to start using Capsule immediately and knew exactly what to do. And with the Gmail extension, it's even simpler.

Response from Zestia

Hi Jesse, Chloe here from Capsule. Thanks for taking the time to write a review - that's really going to help other people considering Capsule. We're happy to hear that you're finding Capsule so easy to use, especially compared to alternatives you considered and that it's helping you to do what you need to.

Replied January 2022

April

Company size: 11-50 employees

Industry: Hospitality

Time used: Less than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
3

Ease-of-use

out of 5
3

Functionality

out of 5

May 2022

Lacked Calendar tool needed for us to be effective

It was an adequate tool but didn't fulfill enough of our needs for us to continue using the software.

Pros

I found the software easy to use and fairly intuitive for the everyday user. It managed leads adequately and allowed me to find my information easily.

Cons

We needed a tool that would allow us to easily track booked events on a calendar and see trends of inquiries for specific dates. Capsule lacked an effective calendar tool to help us manage leads by date which made it ineffectual for us.

Response from Zestia

Hi there April, Chloe from Capsule here. We're glad you found Capsule easy to use and helped you manage leads well. We're sorry to hear that in this case Capsule didn't quite fit your needs - thanks for giving us a try!

Replied May 2022

Anonymous

Company size: 11-50 employees

Time used: Less than 12 months

Review Source: Capterra

This review was submitted organically. No incentive was offered
3

Ease-of-use

out of 5
3

Functionality

out of 5

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.

Nicky

Company size: 2-10 employees

Industry: Wholesale

Time used: More than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered
4

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
4

Functionality

out of 5

January 2022

An excellent tool for the small SME

We have been using it for over five years and it is invaluable to us as a resource in managing the business.

Pros

Ease of use, especially the mobile app which you can update and access easily when on the move.

Cons

I would like to be able to send emails with attachments from Capsule directly, that is the feature I need the most which is not available.

Response from Zestia

Hi there Nicky, Thanks for writing a review about Capsule. It's great to hear that you think Capsule is a great tool for SME and is invaluable for your business. Regarding being able to send email with attachments - would you be able to email our support team at support@capsulecrm.com and they'll add that as a feature request against your account?

Replied February 2022

Popular Capsule Comparisons