Capsule Software


 

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 that is used to generate revenue forecasts.

Capsule supports integrations with a range of leading small-business solutions for customer support, email marketing, document management and accounting. The solution is available on a per user per month subscription basis.

 

Capsule - Home
 
  • Capsule - Home
    Home
  • Capsule - Contact profile
    Contact profile
  • Capsule - Contact list
    Contact list
  • Capsule - Sales pipeline
    Sales pipeline
  • Capsule - Tasks
    Tasks
  • Capsule - Calendar
    Calendar
Supported Operating System(s):
Windows 7, Windows Vista, Windows XP, Mac OS, Linux, Web browser (OS agnostic), Windows 2000, Windows 8

56 Reviews of Capsule

 

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Software Advice Reviews (11)
More Reviews (45)

Showing 1-11 of 11

Socrates from Panos Management
Specialty: Real Estate
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2018

July 2018

Simple, straightforward, and powerful. Great for small teams

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

The clean user interface and calendar tools / follow-up task management features are great to get things organized and your business focused on driving sales.

Pros

It's intuitive so getting your team on it and started won't be difficult, even if they're not tech savvy. The layout is clean and straightforward too - helps keep the focus on selling (your initial contact with prospects and the required follow up). Priced fairly too.

Cons

If you have a big team, you can probably find other alternatives for what it will end up costing you. The general features are great but once you move into more of the advanced stuff, it can be a headache - those who aren't tech savvy will struggle.

Review Source
 
 

John from Cliffco Mortgage Bankers
Specialty: Banking
Number of employees: 51-200 employees Employees number: 51-200 employees

June 2018

June 2018

Perfect for a small business

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

Pros

It was easy to learn, as well as easy to use. Easy on the budget. I customized it so all by myself without having to wait for tech support which usually takes to much time.

Cons

Can not really think of anything negative at this point. I hope nothing pops up because it is totally within my budget.

Review Source
 
 

Stephen from Stephen Taylor & Associates Ltd.
Specialty: Consulting
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2018

May 2018

Simple But Functional

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Overall, Capsule was in my top 3 CRMs for small businesses.

Pros

Capsule has a really nice UI. There is no clutter.
Capsule has auto-save which prevents you from leaving a window before you 'save'. Critical for me.
Has a 'case' module which is usually found in more expensive software.

Cons

Capsule is a perhaps a little bit 'too simple'. You may soon outgrow it.
Does not have auto-followup which would pop up after a task completion.

Review Source
 
 

Alisdair from MAPS Partners
Specialty: Consulting
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2018

February 2018

Very simple but missing key features

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

You get what you pay for and Capsule is a cheaper option. Generally I have implemented more complex systems for clients but opted for Capsule for a small and not technically sophisticated (contract cleaning company) client. It lead me down a bit of a cul-de-sac when trying to plan out sales campaigns and clean and selectively import organisation/ contact data.

Pros

It is really simple to use and cheap. You can easily seed populate in just a few hours and get working fast. Even completely non-tech savvy users will pick it up almost immediately.

Cons

It has no way to easily manipulate multiple records, which means building campaign lists or cleaning up data is a tedious manual process. The import capabilities are very limited and will often duplicate records so you cannot even edit them offline and import the updates.

The search function is poor around unstructured data so any legacy data MUST be well categorised using Tags from you seed import or you will never be able to maximise value from it.

Review Source
 
 

Kelly from Martin Moran Roofing
Specialty: Construction
Number of employees: 11-50 employees Employees number: 11-50 employees

January 2018

January 2018

User Friendly

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

We like the way that Capsule integrates with Freshbooks as well as with Gmail. This is very useful for our business.

Cons

We would like to be able to have a way to job cost within Capsule and integrate that into the Freshbooks program.

Review Source
 
 

Adam from Wintrust Mortgage
Specialty: Mortgage
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

December 2017

December 2017

A great lightweight CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I've really enjoyed using Capsule CRM as an inexpensive, efficient way to monitor my interactions with my top prospects.

Pros

- Mobile app
- Ease of use
- Ability to print (I know, old school, but I enjoy being able to print off a list of prospects and dial them)
- Tags/categorizations so I can sort different types of leads, prospects, and clients.

Cons

At times, difficult to integrate with texting/calling. Would like to do that more seamlessly from the app

Review Source
 
 

Nicola from Wetheralds
Specialty: Construction
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2017

November 2017

Great for very basic user...

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

Pros

Really easy to use and get up and running with Capsule - a simple workflow included at a great price.

Cons

The reporting is very light with no obvious integration offered and lack of user permissions a deal breaker :-(

Review Source
 
 

Shuna from Cinematic Wings
Specialty: Real Estate
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2017

January 2017

Keep all your contacts in one central place

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

When I started looking for software that would help the team work from the same information, Capsule fitted the bill. It took a while to get all my contacts entered, but once I had, the sales team were able to view my notes as well as add their own. It's revolutionized the way we work together.

Pros

Easy to use, great design.

Advice to Others

If you don't use CRM yet, try this out. The free version is enough for a small business and it will help to keep everyone updated on where things stand in the sales/contact process.

 
 

Jeff from Auto Payment Finder, Inc.
Specialty: Advertising

August 2016

August 2016

Easy to learn product and terrific responses to questions

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Likes Best

I have administrator rights for the software. I find it extremely easy to use. Teaching other s the basics has been very positive too.

Likes Least

The only issue I have is with individuals being able to view other people's contacts etc. I would like the ability to have more options with regards to settings.

Recommendations

Our reps are terrific with quick responses and are very thorough. When you run into any type of problem they help

 
 

Juan from CSR, LLC
Specialty: Consulting

April 2015

April 2015

Purchased this as a tool for my company

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

My Client Managers were really struggling with the ability to get their work done quickly and efficiently; collaboration was a real issue as well.
Excel spreadsheets, though useful, had outlived their utility.

Likes Least

The full functionality of other CRMs isn't present, but we don't really need it right now.

Recommendations

Research well before pulling the plug; we have an awesome team member that made the decision easy for us.

 
 

Rosi from CSR-Atlanta
Specialty: Consulting

March 2015

March 2015

Capsule: Simple But Powerful

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

Capsule is flexible, easy to grasp, and fairly straightforward. But if you want to dig deeper and use all the features and strategies, you can absolutely get more out of it. It made the whole concept of a CRM come alive for me. It's also really affordable! Other CRMs are more powerful (and harder to learn) but there's no way our company could've afforded those.

Likes Least

I wish that they had a way to label an individual as being employed at more than one company, and recording past employers. A more detailed walkthrough of "cases" would be really useful, since that's what people ask me about the most (and don't seem to understand, for whatever reason). Also, it would be amazing if Capsule had tutorial videos on their YouTube channel, like a lot of other CRM companies do. Finally, user permissions would be nice (but not something that is a particularly sore spot--you get what you pay for).

Recommendations

Use the support site! It covers pretty much everything you'll ever ask, really well. Capsule is really responsive via email and social media, as well.
Use it every day. The sales people weren't really sold on the idea of a CRM and didn't want to use it, and I had to really get on them for a little while (I even deleted the spreadsheets they were using to keep track of their pipeline!). It ended up paying off, because they swear by Capsule now.

 
 
 
Showing 1-20 of 45


May 2018

May 2018

Been using Capsule for over two years, and it's easy to track leads, clients and tasks per project.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Cost efficient way to keep daily tasks organized.

Pros

The best thing about Capsule is how helpful it is with keeping me organized. We have over 100 clients that I need to keep track of. With each client at a different phase, it could become overwhelming to keep track of all of the details. Capsule helps me stay on top of everything

Cons

Tracking emails is a little cumbersome. I BCC a capsule email address associated with a project. When a client replies to that email the BCC is not copied, so that email does not get tracked. I could copy the email address, but that is not something I want the client to see,

Review Source: Capterra
 


April 2018

April 2018

Simple and smart CRM solution for startups!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

The interface is simple but modern and intuitive. The bundled mobile app is convenient on the go. Integration with Xero and Google suite is just perfect. It syncs with Google contacts, Gmail integration feels like it's built-in, no need to install and maintain pesky Chrome extensions! There's also Google tasks integration that we plan to explore. With Xero, we can sync customer information and manage it solely in Capsule. Invoices and overdue payments can also be seen in one place inside Capsule.

Cons

As a startup who explores and experiments with business processes a lot, changing requirements also needs fast solutions. Capsule integration with third-party apps is really good but not perfect. Capsule lets you use their app however you please and does not suggest best practices out of the box. This freedom can sometimes lead to a lot of research, analysis paralysis, and being stuck. We reached that point but customer support was so awesome that they went out of their way to walk us through the most viable solution available.

Review Source: GetApp
 

Yan from Premium Consulting

March 2018

March 2018

We tried to fit Capsule to our sales process but messed some features.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

This software integrates well with G Suite - and we love and use G Suite. We also liked Sales Pipeline - default Customer Centric Pipeline is close to what we feel is our sales process is.

Cons

Some features we need are only in advanced edition, tracking of emails is done via bcc. I always forget to bcc emails.

Review Source: Capterra
 

Elle from Chicago Public Media

March 2018

March 2018

Simple to use

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Very basic CRM tool. Get for lead management . The free version is great for organizing my contacts and opportunities.

Cons

The app could use improvements. I like to be able to work on the go. Wish the contacts could be integrated with the ones in my phone.

Review Source: Capterra
 

James from PersonalFinanceGenius.com

December 2017

December 2017

One of the best CRMs I've ever used

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Capsule has allowed me to keep track of all my leads and prospects. Because I can see how I've interacted with them in the past, I'm able to tailor my follow-up process to ensure a higher conversion rate. Capsule paid for itself in a very short period of time.

Pros

I love the fact that Capsule is one of the easiest CRMs to use. One of the reasons salespeople don't use CRMs is because they feel overwhelmed or because there's a huge learning curve. Not with Capsule. It's easy to learn and they also have a really cool app that allows you to track your contacts directly from your phone, which means you can stay on top of your sales process.

Cons

I think that the free plan should allow a little bit more than the 250 contacts it currently offers, but other than that there aren't really any cons.

Review Source: Capterra
 


December 2017

December 2017

OK CRM for the Price

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I have to have a CRM in place for my company to keep clients tasks organized. We manage hundreds of clients daily.

Pros

Capsule has basic functionality. I have a list of my Contacts, I can create tasks, make tags, and create pipelines. It allows me to upload documents and manage the team's tasks under me.

Cons

I can only upload one document at a time which is annoying. The automatic email BCC doesn't work for me to record in my notes so I always have to copy and paste.

Review Source: Capterra
 

Scott from Mid-Shore IT
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2017

November 2017

I use this daily as a CRM for my small business contacts, and love how quick and easy it is to use.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Easy note taking which facilitates better interaction with my clients. I love the central location of all my info and that I can access it on my smart devices too.

Pros

I love how easy it is to complete just about any task imaginable. I make a LOT of notes for my customer accounts, and I love how each note can have any number of file attachments to them, but all the attachments for ALL the notes are also kept in a different area. Being able to integrate with my Google Apps account is a BIG plus, as is the ability to have emails I send instantly saved to customer records without me doing anything. Creating custom fields is also a breeze and makes my life a lot easier.

Cons

I really don't like the huge gap between a free account and a professional account. They need to increase storage limits AND create a plan between free and professional price points for smaller businesses. This is what really holds me back from doing more with this software, and keeps me in the market for different software constantly.

Review Source: Capterra
 

Richard from Cowan Import Ltd
Number of employees: 1 employee Employees number: 1 employee

September 2017

September 2017

Invaluable

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Contact management.

Pros

Setting and completing tasks is easy. The link to iCalander is good. Tags are great. The link to Xero is good .

Cons

Cannot print the contact name, address and notes on one report. No sync to Unleashed inventory software.

Review Source: Capterra
 

James from Lead Different
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

It's pretty good but quite complex

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

CRM management that works online and on mobile devices!

Pros

It does so much. This is good for a lot of businesses but for my usage I feel like a lot of the functions I am not interested in get in the way. Which I guess is a negative, but for the businesses who need a CRM tool that does EVERYTHING, this would be a great solution.

Cons

My CRM needs are probably not that big, which means that a lot of the tools get in the way, they don't feel easy or smooth to get to. Lots of click and different screens

Review Source: Capterra
 

Juliusz from Versum
Number of employees: 11-50 employees Employees number: 11-50 employees

June 2017

June 2017

Great product, easy to use for basic CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Organizes my work and contacts with ease, but some features are more difficult to find.

Pros

Easy to use, basic CRM functions, well-organized system perfect for most small to medium businesses.

Cons

You need to dig inside of the system to find certain features. Other than this, I'm pleased with this software.

Review Source: Capterra
 

AM Number of employees: 11-50 employees Employees number: 11-50 employees

June 2017

June 2017

Best for Lead Management

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Its best for lead management, user friendly and easy to understand for new users. Contact management & Association with organisation

Cons

trying to find out but unable, it they have covered every concerned aspect of application, however ability to integrate with other application with be an added feature if possible

Review Source: GetApp
 

Reuben from Link Solutions New Zealand
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2017

April 2017

Bang-for-buck the best CRM for Xero

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Capsule does everything a CRM should:
- All of your organisation and contact information in one place
- Heaps of available integrations including MailChimp and Xero
- Mobile app for capturing new leads
- Customisable opportunity management
- Customisable case (ticket) management
- Email integration makes tracking email correspondence easy
- Custom fields allow you to update your

Cons

Capsule has several weaknesses you should be aware of:
- The opportunity management is customisable but fairly basic. Its great if you currently have no visibility of your pipeline, stages, value, probability or timeframes. There are apps out there that do these features better but not with all the other great stuff Capsule can do at the same price point.
- Capsule is not a marketing automation tool but will help with your marketing
- Capsule is not a sales pipeline tool but will improve your pipeline visibility
- Capsule is not an email client
- Capsule is not your accounts receivable management tool but will improve your collections

Review Source: GetApp
 

Edo from MODUN CONSULTING
Number of employees: 1 employee Employees number: 1 employee

April 2017

April 2017

Finaly a solution for my needs!

Ease-of-use

Functionality

Product Quality

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value

For last few years I had a problem with my comunication with old and new clients. Too many pressure and too much information noise casued a problem of following up possible new clients and opportunities.
My first solution was standard PIM software. Soon I discovered that only part of my problems were solved. Problems that become so evident were following up new opportunities and contacts history. I found some other partial solutions for these problems but was necessary to work, mantain and balance with diferent solutions, multiple insertions of same data and so on. Looking for better solution I got to start with some offline CRM solutions, and I tested several ones. Every program had some part that were interesting to me but neither had all of options that I was looking for. Some prgrams were fantastic but expensive or they needed dedicatd servers. Most of them had so many options that I don't need for my work and can be applied in some other sectors.
Finally, on one webpage that was doing reviews of buisiness software there was a list of several on-line CRM solutions and so I decided to try some of them. As 3rd, or 4th, started with CAPSULE CRM.
Everything that I needed was there: database of contacts, history (well done), opportunities,...Also flexibility for procedures and all sorf of extra activities was there. PERFECT. Mobile apps is must have when You are out of the office.
Today on my computers 2 web pages are always ON during work time: webmail and CAPSULE.

Pros

Free version is mostly perfect for my needs. Contacts database, contacts history, opportunities creating and following, procedure design and editor, flexibility.

Cons

Free version have a limit to 250 contacts.

Advice to Others

Perfect for small teams. Already sugested to some of my business partners that are using it today.

Review Source: Capterra
 

Steve from Porism
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

Excellent for bootstrapped budgets

Ease-of-use

Functionality

Product Quality

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value

In these early days, we need a CRM to help us keep track of our interactions with our growing user base. Capsule CRM allows us to easily record customer details via their API and log all emails using the drop box email address. It's a really simple-to-use bit of kit and has helped us achieve our goals. Would recommend!

Pros

The features we needed for our small user base are free, I really hope we can join a paid plan and support this product!

Review Source: Capterra
 

Iain from Dijify

January 2017

January 2017

A solid CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Capsule is a solid CRM that has great integrations. It's not flashy, but it does the job well. Ideal for tracking customer interactions.

Review Source: Capterra
 

Mauro from Ibuildings Italia
Number of employees: 11-50 employees Employees number: 11-50 employees

December 2016

December 2016

An "Honest and Basic" CRM for sme

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Capsule is an easy to use CRM with all the "basic" necessary features to manage your customers / prospects and their history
It is the centralized place where you can store all your customers / prospects contacts and manage them.
You need other specialized tools if you want to manage completely the pipeline, the sales cycle, the service tickets
There some good integrations but limited. All the rest should be managed via API

Pros

Easy to use
Nice integration with Socials to retrive people information (pictures)
Some basic easy to use integration with msot popular tools like Mailchimp, Xero, Zendesk
Good the App for iOS

Cons

Limited tools integration
No a really solution to manage sales cycles and tickects

Advice to Others

More integrations with tools like Campaign Monitor, Atlassian Service Desk, Quickbooks

Review Source: Capterra
 

Harry from Elevate
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2016

November 2016

Great lightweight CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Capsule CRM is a great lightweight CRM which lets you get started straight away. It's simple to set up and a very good CRM when you're first getting started.

It's got great integrations between systems, a hook up to XERO which is very handy to see invoices that are attached to the client.

The other great part is the custom functionality you can build into the system, it takes a little bit of time but its really worth it.

The only thing that stops me from using it now is it's not a marketing automation tool and our business needs a crm+MA in one software.

Pros

Easy to use
Very little Setup
Great integrations

Cons

Not a marketing automation + CRM

Advice to Others

Ready to go out of the box and great for a business starting up

Review Source: Capterra
 

Brian from LPL

November 2016

November 2016

Great CRM for Startups

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

This is a very basic CRM but can be very valuable if you need a program to help you log contacts with potential clients and prospects.

Pros

Easy to use.

Cons

A few limitations. But they are constantly updating.

Review Source: Capterra
 

Keith from ysura GmbH
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2016

November 2016

Reduced feature set at reduced price but always reliable

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

If Salesforce.com overwhelms you, try Capsule. Costs about 5% of salesforce and has 5% of the features, but it probably has all the features you need. Really easy to set up and maintain.

Pros

Price, ease of use, speed

Cons

There are actually a handful of features that I would like but are missing. There are workarounds, however.

Review Source: Capterra
 

Jessica from PowerLogics, Inc

November 2016

November 2016

Fantastic & Simple

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We started using Capsule about a year ago and are very pleased with it! Over time we were able to really adjust the softwares capabilities to our business process which has helped to streamline our efficiency. Our employees enjoy how simple and straight forward it is too. The capsule customer service team is always very helpful, quick to answer questions and very friendly. We have also suggested some features we would like to see and they are very receptive of that. It seems as though they are constantly working towards improving!

Pros

Very simple! Easy to learn.

Cons

Changing some of the fields to be customized would be great! There is a way to add custom fields but it would be nice to edit some of the already existing ones to be able to use our 'lingo' instead.

Review Source: Capterra