4.5 / 5 50 reviews

Who Uses This Software?

Owners of small businesses that want to better organise their business and customer activities. Sales/Marketing Heads/VP's of small to medium sized businesses looking for a sales solution.

Average Ratings

50 reviews
  • 4.5 / 5
  • 4.5 / 5
    Ease of Use
  • 4 / 5
    Customer Service
  • 4 / 5
  • 4.5 / 5
    Value for Money

Product Details

  • Starting Price
  • Pricing Details
    Free account available for up to 2 users. Paid accounts start at $12/month
  • Free Version
  • Deployment
    Installed - Mac
    Installed - Windows
  • Training
    In Person
  • Support
    24/7 (Live Rep)
    Business Hours

Vendor Details

  • Zestia
  • Founded 2009

About This Software

Capsule is the smart simple online CRM. Build stronger customer relationships, make more sales and save time.
Capsule organizes your contacts, emails, activites and sales pipeline all in one place. It integrates with other popular tools such as Google G Suite and to give a complete view of your customers and other contacts. Free account available for up to 2 users, or paid accounts starting at $12/month.

  • Activity Tracking
  • Business Rules Management
  • Call Logging
  • Campaign Management
  • Cataloging / Categorization
  • Channel Management
  • Competitor Analysis
  • Contact Management
  • Correlation Analysis
  • Customer Service Analytics
  • Customer Support
  • Customer Support Tracking
  • Customer Survey Creation
  • Dashboard
  • Document Management
  • Dynamic Modeling
  • Email Marketing
  • Email Response Control
  • Exception Reporting
  • FAQ
  • Graphical Data Presentation
  • Interaction Tracking
  • Knowledge Management
  • Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Nurturing
  • Lead Scoring
  • Lead Segmentation
  • List Management
  • Live Chat
  • Marketing Automation
  • Modeling & Simulation
  • Performance Metrics
  • Pipeline Management
  • Product Catalog
  • Project Management
  • Prospecting Tools
  • Quotes / Proposals
  • Referral Tracking
  • Request Escalation
  • Routing
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Trend Analysis
  • Search
  • Self Service Portal
  • Source Tracking
  • Statistical Analysis
  • Subscription Services
  • Survey Management
  • Territory Management
  • Workflow Management
  • XML / RSS

Capsule Latest Reviews

Automatically translated. Show original review

Finaly a solution for my needs!

5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Value for Money

Comments: 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.

Automatically translated. Show original review

Bang-for-buck the best CRM for Xero

5 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
5 / 5
Value for Money

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