Capsule CRM Review: A Detailed Review in 2020 (TRUTH)

If you’re on the verge about choosing a CRM that is powerful, easy to use and affordable, Capsule is worth your try.

In the market, you’ll find many CRM softwares, but each one is expensive and has its own limitations and restrictions. Some of them won’t let you customize the CRM to meet your unique requirements.

Luckily, Capsule is a flexible customer relationship management (CRM) platform that enables you to customize every aspect of your CRM to meet your specific requirements. You can quickly and easily tailor Capsule to suit your business needs.

Here’s a list of the top three reasons to get started with Capsule:

Fast and reliable — a cloud-based platform.
It provides notable features at the affordable cost of $18/month.
Offers a fully-fledged mobile app to access the CRM dashboard on the go.

Is Capsule powerful enough to meet all of your expectations?

To know the answer and get detailed insights, read through our in-depth Capsule review. We have covered features, benefits, pricing, the setup guide, who Capsule is best suited for and much more.

Let’s dive in.

Capsule Review in a Nutshell

Capsule is a simple yet powerful cloud-based customer relation management (CRM) platform for all types of small and medium businesses. The Capsule CRM allows you to keep track of your contacts and the companies you do business with, including interactions and opportunities in the sales pipeline.

It enables you to manage all relationships with ease, such as managing contacts, leads, customer vendors and more. What’s more, you can manage your sales pipeline and track offers, proposals, tasks, calendars and more.

Capsule works seamlessly with popular applications such as G Suite, Mailchimp, Zendesk and countless others.

Capsule comes equipped with many customization options like custom files, tags and branding that enable you to tailor the system in order to meet the different needs of your business.

As an admin, you can define the sales process and configure a milestone for each stage of the sales pipeline. It lets you share tasks with your team and enables you to manage your project’s tasks by creating and monitoring them.

When we gave Capsule a try, we were completely amazed by its mobile app, which helped us access our CRM dashboard on the go. With the mobile app, you can add reminders and keep things organized anytime, anywhere.

The features that Capsule offers at such an affordable plan ($18/monthly) makes it the best CRM solution for small and medium businesses.

Read through this review to understand what Capsule has to offer and how it can help your business.

Capsule CRM Features & Benefits Overview

Capsule comes with plenty of easy-to-use features that give you full control. The number of advanced features it offers at $12/monthly makes them stand apart from the competitors. Let’s have a look at what Capsule has to offer.

Contact Management

Capsule lets you manage every aspect of your customer relationships with ease. You can quickly add emails, notes and documents to save and manage everything in one place.

Contacts Management in One Place:
Capsule enables you to manage and view your contacts all in one place. You can track your customers’ history and add store emails. You can also attach documents, agreements, proposals and other files.

Tags & Custom Fields:
The tags and custom fields option lets you easily categorize your customers with searchable and customized tags. With custom fields, you can store and record everything related to your business.

Create & Manage Lists:
Capsule allows you to create and manage your customer lists with ease. You can import contacts from Outlook, Gmail, vCard, spreadsheets and more. You can even filter your customer lists using your own custom criteria.

Key features:

Track & record all customer history
Share contacts with coworkers
Manage contacts in lists and filter by criteria
Attach documents, proposals and other files
Import contacts from Outlook, Gmail, vCard, CSV files, etc.
Sync contacts with popular apps to know more about customer activity
View your customers with a searchable custom tag

Capsule Sales Pipeline

Capsule lets you manage your sales pipeline with ease. It enables you to get a complete summary of your opportunities with an intuitive dashboard that consists of potential values and nitty-gritty details regarding your pipeline.

Track Sales Opportunities
You can enable opportunities to track potential sales, such as bids, deals, proposals and more. You can also set values and milestones to gather reports and keep track of your business deals. Capsule even predicts your sales pipeline value based on probability and total opportunity value.

Visual Overview of Sales Pipeline
Capsule provides a visual overview using an easy-to-use visual pipeline. You can manage all of your open sales opportunities on one page and easily measure the progress your business is making. The sales pipeline management has a drag-and-drop interface where you can transfer things into other milestone columns and more.

Sales Pipeline Dashboard
Capsule allows you to attach notes, emails and documents to the sales pipeline. You can manage everything in an intuitive dashboard and even create individual tasks or define a process using tracks.

Also, the dashboard provides you important statistics about your sales pipeline, future sales projections and more on a single, intuitive dashboard.

Key Features:

Keep track of each sales opportunity
Simple opportunity management
Create and manage tasks with ease
Includes an intuitive pipeline dashboard to provide a bird’s-eye view
Generate reports and exports from the pipelines using filters

Capsule Tasks & Calendars

Using the task and calendar management module, you can easily create tasks for appointments, meetings, phone calls, submissions deadlines and more. Also, it allows you to manage your team tasks with ease and have a bird’s-eye view on your coworkers and team.

Organized Tasks
Capsule helps you manage and organize tasks with ease. You can manage tasks for specific contacts, organizations, opportunities, or cases. You can also customize categories for your tasks and even write a description for each task.

Calendar
Using the calendar feature, you can get a complete overview of the tasks ahead. It also lets you repeat tasks on a weekly and monthly basis. You can even link and assign tasks with your contacts, opportunities, or cases.

Create Tracks
Capsule helps you configure and enable tracks. Using tracks, you can take a different approach to each sale, organize the sales process and track them in a more efficient way. You can add tasks to tracks, which can then be linked to the previous task.

Key features:

Customize categories for your tasks
Manage & schedule your tasks
Helps you create repeating tasks accordingly
Assign and link tasks with contacts, opportunities, & cases
Manages your specific contacts, organizations, opportunities, & cases

Capsule Reports & Insights

Capsule provides insightful and detailed reports for your business. You can get in-depth reports on sales data and pipeline insights. You may also track activity statistics and monitor every single aspect of your sales cycle.

Reports on Sales Performance
With the sales reports, you can see how your team is performing, view the best performing team and determine what opportunities you’re winning or losing. It gives detailed insights on won/lost opportunities, leaking pipelines, average sales values and much more.

Reports on Sales Pipeline
Capsule helps you understand how your salesperson is doing and provides you with details on their particular stage. It provides details on pipeline forecasts, pipeline by the team, pipeline growth and more.

Activity Reports
You can get activity reports of teams and users, enabling you to compare team and user activity type and volume side by side. You can filter reports as per your needs and even export all of your report data or save an image of your chart to a spreadsheet or other platform.

Capsule Teams & Roles

With this feature, you can arrange teams and roles as per your requirements. You can even combine teams and roles to have more control over data access.

Segment Teams
With Capsule, you can structure your CRM the way you like. Capsule enables you to segment users into teams to have a clear view of each team. Team members can also access contacts, cases and sales opportunities that are assigned to each team.

Control Users
You are able to restrict or enable users to access certain information and records. You can assign three different roles to your users, which will ensure that users only have access to records on a permission basis.

Track Team Performance
Capsule also lets you track your team reports with ease. You can get a bird’s-eye view of how your team is performing and get sales reports to have a better understanding across different teams.

Capsule Customization Options

The best part about Capsule is that it lets you customize your customer relationship management (CRM) as per your requirements. You can customize every factor of your CRM, allowing you to have custom fields, create custom tags, process customizations, generate a custom list and so on.

Let’s review Capsule’s customization options:

Custom Fields: You can create custom fields for your business relations to easily record exactly what you need.
Custom Tags: Capsule allows you to set up tags to categorize or group your contacts based on your requirements.
Process Customization: It allows you to customize sales milestones and pipelines to fit your process.
Generate Custom List: You can create a list of contacts based on custom searches and filters with ease.

Capsule CRM Pricing

Capsule offers flexible and affordable pricing plans, including a free version for up to two users. Let’s explore the free and paid plans offered by Capsule.

1. Free
This one is a free forever plan, where you get to try Capsule’s basic features with various limitations. It limits you to only 10 megabytes of storage and 250 contacts. Initially, if you are a beginner to CRM and have a small business, you can give this free version a try.

2. Professional ($18/month)
The professional plan costs $18/month per user. The plan includes all of the essential features for a small team in order to keep things organized, increase efficiency and make more sales. The plan includes integration with G Suite, Xero, QuickBooks, Mailchimp, Wufoo and more.

Professional Plan includes:

50,000 Contacts
10 GB Storage Per User
Activity Reporting
Premium

3. Teams ($36/Month)
The teams plan costs $36/monthly per user. This plan is fully loaded with a heap of superb features for a growing business. The plan enables you to manage teams, segment data, track performance and much more.

All Professional plan features
Supports 100,000 contacts
20 GB storage per user
Advanced sales reporting
User roles and restrictions
Custom activity types

You can start a 30-day free trial for both the Professional & Teams plans. The initial 30 days will be free and after 30 days, if you wish to continue, purchase the monthly plan to get started.

How to Set Up Capsule Easily (Step by Step)

Getting started with Capsule is quite simple and straightforward — simply follow our step-by-step guide.

Note: Before getting started, make sure you have an active Capsule plan (either free or paid).

Step #1: Add Contacts
The initial step is to add some contacts to your CRM dashboard. If you haven’t used any CRM before, you need to create some content from scratch. If you have experience using CRMs in the past and your contact list is in a CSV file, you can upload it directly.

To add a contact, click on +Add New in the top menu bar and simply choose between person or organization.

If you have a CSV file, you can import it directly to Capsule with ease. Just navigate to People & Organizations > Import, then choose from vCard or CSV file.

From there, simply select the file, click on Upload & Preview and you’re done.

Step #2: Setting Up Tasks
Once you’re done adding contacts to your account, it’s time to set up a few tasks. Tasks could be added to remind you of phone calls, emails, or meetings. Also, find the record that you want to add the task.

You can add your tasks using the panel on the right-hand side. You can also categorize your tasks to make it easier to see what they relate to.

Step #3: Manage Sales Pipeline & Create First Sales Opportunity
Opportunities are one of the best ways to easily manage potential sales and keep track of all tasks that you need to complete for a particular potential client.

In order to create your first sales opportunity, click +Add New in the top menu bar and then choose Opportunity. Now, choose the contact for which the opportunity relates to and then set the different parameters.

Step #4: Use Tracks
If you’re one who often has the same tasks for all of your opportunities, then you should use the tracks feature.

Tracks are a series of predetermined tasks that you set up yourself. To create your track templates, navigate to templates by going to Account Settings > Tracks > Add Track.

You can start the track in either X days after the track was created, or X days after the previous tasks were completed.

Once you create a track, add it to any opportunity that you create. It will then automatically create individual tasks for each of these actions.

Step #5: Storing Emails
You can easily store your emails on your Capsule account. Doing this will provide you with a clear overview of your contact with clients.

In the Capsule dashboard, you can use the Capsule DropBox. This is an email address that you BCC or simply forward your emails to. It will then store the message against the contract in the email conversation.

To find the Capsule DropBox, you need to first click on your name in the top menu bar. Then, simply navigate to My Preference > Mail DropBox.

Step #6: Customize Your Account
Capsule’s CRM is fully customizable, allowing you to set up your own custom fields to easily record details that are specific to your business.

You can group your contacts by tagging them with different tags. To apply different tags, navigate to Account Setting > Tags and then click on the tag to edit it. To remove it, you may use the delete link next to the tag to easily remove it permanently from your account.

Step #7: Integrating Capsule
If you want to use third-party services like G Suite, Mailchimp, or Zapier, you can set those up quickly with ease.

To integrate third-party services, navigate to Account Settings > Integrations and then click Configure next to the relevant service.

If you have followed the above steps carefully, you’ll have your account up and running. You should have your tasks set up, opportunities created, fields customized and emails stored.

Capsule CRM Integration

Capsule seamlessly integrates with add-ons and popular applications such as G Suite, Mailchimp, Zendesk and more. You can easily integrate these add-ons and services with your CRM.

Here are a few of the popular platforms that Capsule integrates with:

However, this isn’t the complete list of integrations; you can check the complete list of Capsule integrations here.

Who is Capsule CRM Best Suited for?

We found that Capsule is ideal for small- and medium-sized businesses (SMBs). If you have a small- or medium-sized business focused on B2B sales, Capsule’s CRM is worth your try.

Capsule is a simple and straightforward platform that is easily accessible on the cloud. What’s more, it has a fast mobile app that helps you get into your CRM dashboard at any time from anywhere, enabling you to manage things on the go.

Capsule provides you with your own domain name, which means you can get up and running straight away. Additionally, it integrates with third-party platforms and services such as G Suite, MailChimp, Zaiper, Quickbooks and so on.

To summarize, Capsule is a power-packed solution for SMBs. However, if you have a larger enterprise with a complex sales process, then you should look elsewhere, as it lacks advanced features and flexibility for larger enterprises.

Pros & Cons of Capsule

Pros:

Simple, intuitive dashboard
Fast and reliable mobile app
Hassle-free, one-stop contact management
Offers complete CRM customization as per your needs
Allows you to schedule and manage tasks easily
Provides an intuitive pipeline management dashboard
Imports contacts from Outlook, Gmail, vCard, CSV files, etc.
In-depth reports and insights on sales data, pipelines and more
Seamlessly integrates with third-party add-ons such as GSuite, Mailchimp, etc.

Cons:

Starter plan is limited
Free plan only offers 10 megabytes of storage

Capsule Review Conclusion

If you’re looking for a reliable and affordable CRM for your business, Capsule is a great option to consider. Capsule works like a charm for small- and medium-sized businesses (SMBs) as it comes with both essential and advanced features that are easy to use and deploy.

Capsule’s simple and intuitive dashboard can help you nurture and grow your leads and customers. On top of that, it comes with a flexible mobile app to access your CRM dashboard on the go.

To sum it up, Capsule is a power-packed solution for any kind of small- or medium-sized business.

We hope our Capsule review helped provide you with valuable details about this platform.

What’s your experience with Capsule? Feel free to share your thoughts about Capsule in the comments section below.

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Other CRM (customer relation management) Reviews:

Capsule CRM Review: A Detailed Review in 2020 (TRUTH)

Capsule Review in a Nutshell