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Capsule software

60 reviews(4.5/5)
60 reviews(4.5/5)

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.

Supported Operating System(s):
Windows 7 , Windows Vista , Windows XP , Mac OS , Linux , Web browser (OS agnostic) , Windows 2000 , Windows 8

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60 Reviews of Capsule

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  • Bill from ComputAssist

    Number of employees: 1 employee

    September 2018

    Quick to set up and start getting results

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    I've used Capsule for several years, as both a free and paid subscriber. It fits like a glove. Does what I need, doesn't force me into a different way of working, has been reliable (if it's ever been down, it wasn't any time I accessed it.) The company is actively developing it. I have used at least a dozen small-business CRM systems. Capsule is like my favorite pair of jeans -- it fits, never gets in the way, and makes me look good!

    Pros

    Capsule is a good fit for my business. I'm a sole prop. consultant. I need to stay on top of my relationships with each customer to exceed their expectations. With Capsule on my laptop and phone, I can refer to past interactions and update with new ones in real time. With Capsule, I can create my own custom "tracks", action step lists to follow for any process in my sales or support functions. I can create my own custom fields and color-coded tags.

    There are a good number of integrations with other web apps, you just have to see if yours is on the list. I use it with Harvest for time recording and Xero accounting. They also offer a good API. It took me an evening to write a script to copy every action logged in Harvest into the customer notes in Capsule.

    I have no use for the team collaborative aspects of Capsule so can't comment on them.

    Cons

    The only complaint I have is a minor one - I liked the calendar task view better before the recent update. Now I can't see all my tasks for the month at once, it truncates after 3 or 4 on any given date, and hides the rest. I can still view all the tasks for a day by clicking on it, but it's a slower way to reorganize on a grand scale.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    Number of employees: 11-50 employees

    September 2018

    Features and Format Lacking, Good for the Basics

    Ease-of-use
    Functionality
    Quality
    Support
    N/A

    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.

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

  • Elizabeth from SIG Skylights

    Specialty: Manufacturing

    Number of employees: 2-10 employees

    August 2018

    FAirly simple interface, low price, customizable with unlimited custom fields!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Nope.

    Pros

    The customer service was amazing. I am NOT a data not a tech person, but when my hired gun failed to do the import properly, I did it myself with the help of The super people at Capsule - over email! I love that the custome fields are easy to add, and the interface for the CRM is intuitive.

    Cons

    Nothing so far. Well, I wish I could do mass emails without using an App like Mail Chimp, but that is probably for the best and I just do not realize it!

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Verified Reviewer

    Number of employees: 11-50 employees

    August 2018

    Capsule CRM !!!

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Value for Money

    Overall awesome experience

    Pros

    - Excellent tool for managing sale leads
    - Easy to use GUI
    - Easy customer communication tracking with leads
    - Task delegation to team
    - Easy sale pipelines management
    - Integration with help desk portals
    - Integrations with G Suite

    Cons

    - No integration with Office 365
    - No mass mailouts in capsule for marketing purpose
    - Free trail requires credit card which isn't good

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

  • Socrates from Panos Management

    Specialty: Real Estate

    Number of employees: 2-10 employees

    July 2018

    Simple, straightforward, and powerful. Great for small teams

    Ease-of-use
    Functionality
    Quality
    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.

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

  • John from Cliffco Mortgage Bankers

    Specialty: Banking

    Number of employees: 51-200 employees

    June 2018

    Perfect for a small business

    Ease-of-use
    Functionality
    Quality
    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.

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

  • Stephen from Stephen Taylor & Associates Ltd.

    Specialty: Consulting

    Number of employees: 2-10 employees

    May 2018

    Simple But Functional

    Ease-of-use
    Functionality
    Quality
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Verified Reviewer

    Number of employees: 51-200 employees

    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
    Quality
    Support
    Value for Money

    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,

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    Number of employees: 2-10 employees

    April 2018

    Simple and smart CRM solution for startups!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

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

  • Yan from Premium Consulting

    March 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

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

  • Elle from Chicago Public Media

    March 2018

    Simple to use

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

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

  • Alisdair from MAPS Partners

    Specialty: Consulting

    Number of employees: 2-10 employees

    February 2018

    Very simple but missing key features

    Ease-of-use
    Functionality
    Quality
    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.

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

  • Kelly from Martin Moran Roofing

    Specialty: Construction

    Number of employees: 11-50 employees

    January 2018

    User Friendly

    Ease-of-use
    Functionality
    Quality
    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.

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

  • James from PersonalFinanceGenius.com

    December 2017

    One of the best CRMs I've ever used

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    December 2017

    OK CRM for the Price

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

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

  • Adam from Wintrust Mortgage

    Specialty: Mortgage

    Number of employees: 1,001-5,000 employees

    December 2017

    A great lightweight CRM

    Ease-of-use
    Functionality
    Quality
    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

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

  • Nicola from Wetheralds

    Specialty: Construction

    Number of employees: 11-50 employees

    November 2017

    Great for very basic user...

    Ease-of-use
    Functionality
    Quality
    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 :-(

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

  • Scott from Mid-Shore IT

    Number of employees: 2-10 employees

    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
    Quality
    Support
    Value for Money

    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.

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

  • Richard from Cowan Import Ltd

    Number of employees: 1 employee

    September 2017

    Invaluable

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

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

  • James from Lead Different

    Number of employees: 2-10 employees

    August 2017

    It's pretty good but quite complex

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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

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