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Features, Pricing, Pros and Cons

Quick facts about capsules

Our product ratings: 4/5

Price: Offers limited free CRM software.

Main features:

  • Kanban boards visualize sales pipelines and dashboards.
  • Task reminder emails.
  • Google Data Studio integration.
  • Email marketing and automation.
  • Integration of call recording, help desk, lead generation and website chat.
  • GDPR compliant.

Capsule CRM logo.
Image: capsule

Capsule is a customer relationship management software that offers a blend of sales and marketing capabilities at a competitive price. Its contact management and pipeline tools help businesses visualize individual leads and entire projects from a single dashboard, with detailed real-time reporting of all updates. Capsule even offers an AI content assistant to help sales reps create engaging emails to nurture leads closer to sales.

Capsule supports startups looking for cost-effective tools as well as small and medium-sized companies in need of intuitive online software. If you’re looking for a platform that can handle a larger volume of users, offers more powerful technical features, or has industry-specific specializations, there are other options to consider.

Price

  • Free level: Each account is free with up to 250 contacts and 50MB of storage.
  • starter: $18 per user per month when billed annually, $21 per user when billed monthly. This includes everything in the free tier, plus 30,000 contacts, 1 sales channel, 1 project board, 50 custom fields, and more.
  • Growth: $36 per user per month when billed annually or $38 per user when billed monthly. This tier supports everything in Starter, plus 60,000 contacts, 5 sales channels, 5 project boards, advanced sales reporting, and more.
  • advanced: $54 per user per month when billed annually or $60 per user when billed monthly. Features on this tier include all content from Growth plus 120,000 contacts, 1,000 AI content assistance, and more.
  • final: $72 per user per month when billed annually or $75 per user when billed monthly. This tier offers everything in the Premium tier plus a dedicated account manager and unlimited custom fields.

Main features of capsules

email marketing

Capsule has a sister company called Transpond, with which the CRM software integrates seamlessly. Transpond is a special marketing tool that pulls and syncs all contact information, profiles, custom fields, and more directly from Capsule to help organize them into segmented marketing lists (Figure A). Any updates to information in one tool are automatically updated in the other, allowing businesses to easily run marketing campaigns and engage with top leads.

Capsule and Transpond data integration example.
Figure A: Capsule and Transpond integration.Image: capsule

Cause of Loss Report

Capsule offers a variety of sales reports where users can gain specific insights about individual sales reps, customers, and projects. These reports include opportunities won/lost, leaky pipeline, average time to win, average sales value, and reasons for losses. Capsule’s unique Lost Reasons Insights page tracks every lost sale and defines the top reason why it wasn’t closed (Picture B). This feature can help individuals or entire teams identify gaps in the sales process so they can prepare better rebuttals.

Loss Reasons Insights Page Example.
Figure B: Example of loss cause insight page.Image: capsule

Workflow automation

Capsule’s workflow automation tools help businesses reduce manual work, speed up processes, and help complete tasks efficiently and consistently. Users can set up workflows and triggered activities to support sales reps and managers at every stage of the sales cycle.

In addition to sales tasks, Capsule’s automation capabilities can be applied to other business processes. For example, within the project management feature, users can automate the new hiring process to get new employees ready to work faster (Figure C).

Sample workflow for onboarding new employees.
Figure C: Automating the new employee onboarding workflow.Image: capsule

pipeline management

Having sales pipeline management software allows organizations to see a summary of all sales opportunities, including potential profit, the status of the sales pipeline, and what needs to be done next. Capsule’s pipeline feature provides detailed opportunity tracking and overall sales process customization. Capsule also offers a special multi-sales channel view, where businesses can create channels representing different products, services, and markets (Figure D).

Capsule dashboard with multiple sales channels.
Figure D: Multiple sales channel views.Image: capsule

Advantages and Disadvantages of Capsules

advantage shortcoming
14 day free trial. No designated sales team or account managers are provided.
Users report responsive and helpful customer support. The free plan lacks reporting features.
Administrators can add two-factor authentication for mobile app access. Limited marketing integrations available.

Capsule alternatives

In addition to being a completely free CRM tool, Capsule also offers a standard free trial. This free tier does have limits on the number of contacts it can support, no workflow automation and capped integrations. So it makes sense to see how Capsule compares to other providers that offer free versions of the tool or may cater to similarly sized businesses. The best alternatives to Capsules include Zoho CRM, Insightly, and HubSpot.

software capsule Zoho CRM Insight pivot point
Marketing features limited Yes Yes Yes
Industry expertise Yes Yes Yes Yes
integrated Yes Yes Yes Yes
AI-driven tools limited Yes limited Yes
Lifetime free version Yes Yes Yes Yes
Premium level starting price $18 per user per month $14 per user per month $29 per user per month $20 per month per two users

Zoho CRM

Zoho CRM logo.
Image: Zoho CRM

Zoho CRM is the leading CRM software that provides marketing and sales teams with a flexible 360-degree view of customers and ongoing transactions. Both Zoho CRM and Capsule have AI tools. Capsule offers an AI assistant that can help create written emails on behalf of sales reps, while Zoho CRM offers an AI assistant that can help monitor lead activity and more. Zoho CRM also has more advanced multi-channel marketing capabilities than Capsule, covering phone and email marketing as well as social media campaigns.

Read our Zoho CRM review for more insights on its pricing, features, and more.

Insight

Insightful sign.
Image: Insight

Insightly is a cloud-based CRM tool that helps sellers track transactions from start to finish. Insightly and Capsule both offer detailed email management tools. Both can track email activity, activities like opens or clicks, and more. All of this helps sales reps manage important customer interactions. In addition to this, Insightly also offers advanced project management tools that specialize in tracking deals and customer activity during post-sales transactions.

To learn more, read our Insightly review.

pivot point

HubSpot logo.
Image: HubSpot

HubSpot is a popular customer platform that connects sales, marketing, and data teams with custom dashboards and open source CRM integrations. Both HubSpot and Capsule offer sales analytics and reporting tools that can display channel revenue as well as individual and team reporting. HubSpot uniquely offers over 1,500 additional technologies that can be integrated into the platform, making the tool highly customizable.

For more information, check out our independent HubSpot review.

review method

In order to critically and effectively review a CRM provider like Capsule, I use an internal rubric that contains criteria and sub-criteria that cover general CRM software products. I compared Capsule’s features, pricing plans, intuitiveness, etc. with the top CRM providers and their standards. I consulted Capsule’s online resources and real CRM user feedback.

Capsules are scored according to the following criteria:

  • cost: Accounts for 25% of the total score.
  • Core features: Accounts for 25% of the total score.
  • integrated: Accounts for 15% of the total score.
  • custom made: Accounts for 15% of the total score.
  • Easy to use: Weighting accounts for 10% of the total score.
  • Customer Support: Weighting accounts for 10% of the total score.

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