What is Capsule?

Capsule is a Customer Relations Management (CRM) software designed to facilitate effective communications and relationships between businesses and their clients and leads. Typically, it boosts the productivity of your business in every area that has to do with generating leads, marketing, making sales, and supporting your customers.

In every business, the most important sector is arguably the customer and lead relations management. Your customers are the reason you are still in business. Hence, it is only ideal that you nourish and maximize your relationship with them. A CRM, such as Capsule, is a software that can help you facilitate effective and efficient relationships and communications with your team members and customers.

While there might be some other software that foster quality business and lead relationships, Capsule CRM provides an innovative yet simple way of enhancing relationships with your customers. Primarily Capsule CRM tracks, organizes, and analyses leads, manages your sales pipeline, and let you assign tasks to your team members and monitor the progress.
With impressive functionalities, such as website personalization, social media service, and automated reminders, among many others, Capsule CRM is the game changer for small and medium business owners. Below are some of the amazing features of this CRM software.

What popular features do you get with Capsule?

  • Sales forecasting
  • Task management
  • Monitoring and reporting
  • Contact management

  • Optimum security & permissions
  • Third-party Integration
  • Templates and customization
  • Seamless workflow automation

  • Employee tracking
  • Lead management

Customer Support is available at Capsule

Capsule CRM is your go-to tool for everything that has to do with managing your relationships with your leads and existing customers. It offers tremendous services to small and medium business owners, and below are a few of the services Capsule CRM offers your business:

1. Cloud Hosting
It’s a common occurrence in business, especially in small and medium businesses, to have downtime and lagging time due to website or application update and synchronization of some sorts. With Capsule CRM, this issue is eliminated and you can seamlessly update your software and website to the latest version without inconveniencing your customers.

2. Dashboard
Capsule CRM provides a sophisticated dashboard for monitoring the flow of sales, as well as historical trends of KPIs with a simple, real-time, and user-friendly visual interface.

3. Customization
A business requires different fields, tags, and branding options, and needs to meet its daily requirements. While there might be many templates to fit the requirements of your daily business needs, making some customizations might come in handy. This is what Capsule CRM offers your business.

Not only do you have ready-made templates to choose from to fit your business needs, but you also get to design and customize your templates to measure sales processes with attainable milestones that can boost the productivity and income of the business.

4. Integrations
The integration features of Capsule CRM is quite impressive. You can connect with over 50 pre-built NHS integration solutions for customer support, task monitoring, email marketing, and accounting, among many others. It means other apps and software you use for business can easily be integrated with Capsule CRM to make your work seamless.

5. Data Safety and Security
Capsule CRM also provides strong security and safety options. Small and medium businesses are not immune to cyber attacks, especially phishing. Capsule CRM, although not absolute, provides data security through SSL-encrypted servers, and regular back-up of data so you don’t lose important information and files.


What kind of business is Capsule ideal for?

Capsule CRM is ideal for small and medium businesses. Actually, it’s ideal for any business that sells, markets, creates quotes, sends invoices, and wants to optimize customer services.

Pros and Cons

  • Arguably, the most outstanding features of Capsule CRM is its amazing integration option. Capsule has a pretty-long list of integration options, and that includes Google Workspace.
  • Capsule CRM is designed to remind business owners to reach out to contacts they haven’t heard from in a long while, thereby keeping a good relationship with their customers.
  • Note taking and sharing options are pretty easy with Capsule CRM.
  • Capsule makes it easy for business owners to track and plan activities for their contacts. In fact, you can track the activities of your leads.
  • Capsule CRM has quite an impressive interface. The interface is simple and user-friendly but with deep functionalities and options.
  • Capsule CRM also makes it easy for business owners to manage sales pipelines, using the standard Capsule pipeline or design a new one.
  • The customer support at Capsule CRM is quite flexible and can be reached on different platforms, including Twitter and via email.
  • It is fairly priced and there is even an entirely free plan for their customers.

  • You may need a third-party app for email marketing as there is no inbuilt function for the feature on Capsule CRM.
  • Although Capsule integrates with Google Workspace, the accessible functions are pretty basic.
  • To fully enjoy the functionalities of this software, you will have to subscribe to some of the highest plans. Most features are restricted for free users.

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How much does Capsule cost?

*based on information provided by the vendor. Actual cost may vary.

1. Free Plan
The Free plan is priced at $0.00.

  • Maximum of two users
  • About 250 contacts
  • 50 MB file storage per account
  • Unlimited cases and opportunities

2. Professional
The Professional plan, which is designed mainly for teams, is priced at $18.00/month/user.

  • About 50,000 Contacts
  • 10 GB file Storage per User
  • Microsoft 365 and Google Workspace integrations
  • Premium Integrations including: Xero, QuickBooks, MailChimp, Zapier & many more!
  • Activity Reporting

3. Teams
The Team plan, mainly for growing businesses, is priced at $36.00/month/user.
All Professional plan features plus:

  • 100,000 Contacts
  • 20 GB file Storage per User
  • Multiple Sales Pipelines
  • Advanced Sales Reporting
  • User Roles and Restrictions
  • Team or Individual Record Assignment
  • Custom Activity Types
  • Important Fields

4. Enterprise
The Enterprise plan is priced at $54.00/month/user.
All Team plan features plus:

  • 200,000 Contacts
  • 40 GB file Storage per User
  • Implementation Support
  • Import Assistance
  • Custom Training
  • Dedicated Customer Success Manager
  • Ongoing Priority Support

Final thoughts...

As a business owner, it is ideal to maximize your productivity and tools to make running your business seamless and smooth. Moreover, customer relationship is key to the success of any business. Capsule CRM provides an impressive platform to manage your customers and leads effectively while staying on top of other activities in your business.

To find out more, visit the official site of Capsule CRM.