Capsule

RATING:

4.5

(159)

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...

Awards and Recognition

FrontRunner 2024
Software Advice's FrontRunners report ranks top products based on user reviews, which helps businesses find the right software.

Capsule Pricing

14-day free trial of any plan, no credit card required. | Free edition: up to 2 users, 50MB storage, and 250 contacts. | Starter plan: $18 per user per month with 10GB storage per user and up to 30,000 contacts. | Growth plan: $36 per user per month with 20GB storage per user and up to 60,000 contacts. | Advanced plan: $54 per user per month with 30GB storage per user and up to 120,000 contacts.

Starting price: 

$18.00 per month

Free trial: 

Available

Free version: 

Available

Home

Capsule Reviews

Overall Rating

4.5

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

4.5

Value for money

4.5

Functionality

4.5

Most Helpful Reviews for Capsule

1 - 5 of 147 Reviews

User Profile

Ilia

Verified reviewer

Information Technology and Services, 2-10 employees

Used daily for 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.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

FUNCTIONALITY

4

Reviewed 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.

Vendor Response

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

Dave

Professional Training & Coaching, 1 employee

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed September 2020

Simple and Functional

My needs for tracking client opportunities are simple and this CRM does everything I need of it. I mainly use it for recording my meetings and coaching sessions with my clients. This functionality is easy to use and it is easy to search clients later to see what was last talked about.

PROS

It is incredibly easy to set up, very simple to use and I like it's integration with Xero.

CONS

Sending email from the system get stored in dropbox, not ideal if you don't use dropbox

Reason for choosing Capsule

it was the easiest to use and the price point was great.

Vendor Response

Hi Dave, Chloe from Capsule here. Thanks for your feedback - we're glad you like the integration with Xero. In terms of the Drop Box I have good news as the Capsule Drop Box is not the same as the file storage service Dropbox.com. The Capsule Drop Box is effectively an email address that you use to BCC or forward your emails to which in turn stores them against the relevant contact in your Capsule account. This is what non-google users use for storing emails. You can learn more about storing emails using the Capsule Mail Drop Box here: https://capsulecrm.com/support/setup-and-configuration/storing-emails/#understanding-the-mail-drop-box. If they are finding that emails aren't being stored on their contacts as expected, could you please email support@capsulecrm.com and we can investigate further.

Replied September 2020

Taryn

Non-Profit Organization Management, 2-10 employees

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.

OVERALL RATING:

3

EASE OF USE

3

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

3

Reviewed September 2020

Not Ideal for a Charity CRM

I think it is a fine program that didn't suit the needs of a national charity.

PROS

I think you you were using this software for school or a business that required registration of sorts it might be ideal but the marketing features were not strong enough for us. We used the program for 1 year and then switch over that had a better UX, marketing integration and that automatically process tax receipts.

CONS

The UX wasn't great. It wasn't intuitive for our team.

Reason for choosing Capsule

We had an employee that had some experience with it and could navigate the program. We stuck with it for 1 year and switched over to Keela.

Vendor Response

Hi Taryn, Chloe here from Capsule. Thanks for taking the time to review us, we really appreciate the feedback. While we do have a number of charities using Capsule we understand it isn't the right fit for everyone - we're happy you've found another solution that works for you!

Replied October 2020

Sheron

Insurance, 1 employee

Used weekly for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2020

Great Easy To Use Affordable CRM

I have been using Capsue since 2017 and to date I have had no issues with the software even it was updated.

PROS

Easy to use. Price. Date Stamp. Search by name, keyword or phone number. You can up load documents to a specific contact. You can separate contacts using tags. Notes easy to edit. Beginner friendly. Generous Free account. It has an app that syncs perfectly with the online account.

CONS

So far the online has everything I need. I have no complaints. The app could add search by phone number. It would help when a client calls I could search the phone number and address them by name if they are found in my CRM the same way I do when working from my lap top from home

Reasons for switching to Capsule

Capsule had all of the features I was looking for without the price tag. I switched when I found myself favoring capsule over Quotit

Vendor Response

Hi Sheron, Chloe from Capsule here. Thanks for taking the time to write a review about Capsule. We're glad to hear you're finding Capsule easy to use and love its features. You might be happy to hear that you can search phone numbers in the app. You can find out more about that here: https://capsulecrm.com/support/mobile-apps/capsule-mobile-app/#how-to-use-contacts-in-the-mobile-app. Also, if you have an iPhone we do have CallerID in the app. The Caller ID feature will display your Contact's name so you'll never need to guess who is on the other end of the incoming call - you can find out more information about Caller ID here https://capsulecrm.com/support/mobile-apps/capsule-mobile-app/#caller-id. I hope that help you out.

Replied December 2020

Jonathan

Media Production, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

FUNCTIONALITY

5

Reviewed February 2023

Easy to use, keeps my lead tracking process organised

It's positive - solves a problem, makes my life easier so it's a thumbs up from me.

PROS

I love that it's easy to use, keeps my lead tracking process organised. No complicated features. I set reminders and track everyone I have contacted. I can access all features really easily and it just makes my sales and marketing manageable - without additional functions I won't use or need.

CONS

When I import a CSV file - I need to format it slightly for it to identify all the columns - just an extra step which is a bit of a pain but not a biggy.

Reason for choosing Capsule

Does exactly what I want without the other stuff that make CSMs so more complicated and heavy

Vendor Response

Hi Jonathan, Thanks for taking the time to write a review- we really appreciate that. We're glad to hear that Capsule is keeping you organised and you're easily able to manage your sales and marketing using it. As for the import process are you having to change the format from ; to , separation? We're always looking at ways to improve this process and would love to hear more specific details. If you could email support@capsulecrm.com then our team can help you out.

Replied February 2023