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 ...


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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

135 Reviews of Capsule

Average User Ratings

Overall

4.53 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

4.5

Functionality

4.5

Ratings Snapshot

5 stars

(84)

84

4 stars

(40)

40

3 stars

(9)

9

2 stars

(1)

1

1 stars

(1)

1

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 135 results

November 2020

Peter from SpaceTechEuro Ltd

Verified Reviewer

Company Size: 2-10 employees

Industry: Aviation & Aerospace

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

November 2020

Best CRM I've ever used

Peace of mind for my business

Pros

Visual presentation of the data, ease of access, monthly subscription, data capture, project tracking, email link capability, mobile access.

Cons

The CRM had no functions that I disliked

Reasons for Choosing Capsule

All other products were too complex with difficult to set up daily interactions

Response from Zestia

Replied November 2020

Hi Peter, Chloe here from Capsule. Thanks for taking the time out to write a review about Capsule - we're really glad it's helping your business!

November 2020

Peter from Document Workflow Solutions limited

Company Size: 2-10 employees

Industry: Information Technology and 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 2020

wonderful Software for every business

The software is simple to use, it has a wide range of tools that you can use. However, the great thing you dont have to use all the features and they are hidden away, so they dont affect your everyday usage. Incredibly for this type of software and all the tools you can access, it is incredibly affordable for personal, small business or large companies. We really love the product

Pros

We have used this software for over five years. We used to use act and were reluctant to move to another provider. We moved because we could use the software on all forms of devices, anywhere in the world. The other great feature is that it is so simple to use, you hardly need any training at all

Cons

Actually we love it, so we dont really have anything negative to say

Reasons for Switching to Capsule

We wanted to use the cloud and we wanted to use the software on our mobile devices. At the time Act wanted a large investment to do this and secondly the cloud offering was poor. We were recommended Capsule by a telesales lady who worked for us. When we saw the software it blew our minds and we could believe the low monthly charge to use it, so we ran the system alongside Act to see if it was capable of replacing Act. The result we made the switch, saved thousands of pounds on paying for updates and annual service charges. We would highly recommend this product, its excellent

Response from Zestia

Replied November 2020

Hi Peter, Chloe from Capsule here. Thanks for reviewing us! We're so happy to hear that Capsule has worked out for you!

August 2021

Arlène from Own Project

Company Size: 501-1,000 employees

Industry: Health, Wellness and Fitness

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

3.0

Functionality

4.0

August 2021

A simple but powerful CRM platform

Pros

The one thing I like the most about Capsule is its simplicity. It might not have all the "bells and whistles" that other CRM platforms have but it does its job. The sales pipeline, for example, it is very good because it is intuitive and gives you the key information you need for lead generation and sales – including clear analytics that show you how things have been going. Another thing I am a fan of are Capsule's tasks and their automation. Simply lay out a process and break it into steps, or tasks, and have each one become active once the task that came before has been completed. For me, a mobile app is something I always look at when picking up a tool, so it was great to see that Capsule does have one, which means that I can work even when I am not at my computer.

Cons

While Capsule has a free plan, it comes with a contacts limit that you are likely going to hit in a few months. This may not seem like a problem when you are getting started but it may turn out to be a bit of an issue if you decide to opt for a different CRM solution and need to migrate everything from Capsule. Also, keep in mind that Capsule might not have some features you may want a CRM to have so I would suggest looking at its features list carefully before signing up.

Response from Zestia

Replied August 2021

Hi Arlene, Thanks for writing a review about Capsule. We really love hearing how our customers appreciate how simple and intuitive it is to use. I'll be sure to let the team know the mobile app and the tasks features are really useful to you!

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.

May 2021

Rebecca from Attollo Intranet

Company Size: 11-50 employees

Industry: Information Technology and 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

May 2021

Super helpful!

Pros

The UI/UX is exactly what we needed! This software brings together our sales and marketing department and shows transparently and where we are in the business - [SENSITIVE CONTENT HIDDEN]

Cons

There is nothing that we wish we had or could improve on :-)

Response from Zestia

Replied May 2021

Hi Rebecca, Thanks for writing a review - I'll be sure to pass along your positive comments about the UI/UX to our designers.