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What is Capsule?

"Capsule is a CRM tool that helps its users to stay organized, know more about their customers, build strong relationships and make the most of sales opportunities. "

Capsule is an easy-to use CRM system suitable for small to medium-sized businesses, particularly those using Google Apps.
Used by thousands of businesses globally, it is competitively priced and it provides a feature set that will allow its users to efficiently manage a large database, identify business opportunities, track communications and manage a sales pipeline with relative ease.


Capsule scored 90/100 in the CRM category. This is based on user satisfaction (91/100), press buzz (50/100), recent user trends (rising), and other relevant information on Capsule gathered from around the web.

The score for this service has improved over the past month. What is this?

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Capsule Product Overview

  • Manage your contacts all in one place and share the same view of a contact with your team. Track all communication with a contact and attach files and notes to a contact record.

  • Tasks and Calendar Create tasks for appointments, meetings, phone calls, submission deadlines and more. See who’s doing what and share tasks with co-workers.

  • Tracks Create Tracks to make sure the same set of tasks are followed for each sales opportunity or case.

  • Sales PipelineGet a complete summary of your opportunities with our sales dashboard, including potential values, where they are in your pipeline, and what needs to be done next.

  • Customize Capsule Create custom fields to capture information unique to your business and create custom tags to group contacts how you want them to be categorised

  • Capsule Mobile Use the Capsule mobile app and stay in the loop wherever you are.


Languages: English

Capsule Features

  • 2-Factor Authentication
  • API
  • Audience Targeting
  • Batch Permissions & Access
  • Budgeting
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • Expense Tracking
  • External Integrations
  • File Sharing
  • File Transfer
  • Forecasting
  • Gantt Charts
  • Google Apps Integration
  • Inventory Tracking
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-Currency
  • Multi-User
  • Notifications
  • Project Management
  • Referral Tracking
  • Scheduling
  • Social-Media Integration
  • Supplier Management
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Travel Management
  • Custom Data Forms
  • Call Tracking
  • Call Disposition
  • Softphone
  • Sales Motivator
  • Click-to-Dial
Compare Pricing

Capsule Pricing Plans

Free

Free
  • 2 Users
  • 250 Contacts
  • Unlimited Opportunities
  • Unlimited Cases
  • 10MB of Storage

Professional

$15.00
1 user(s) / month
  • 2GB storage per user
  • 50,000 contacts
  • Unlimited opportunities
  • Unlimited cases
  • Premium integrations such as GSuite, Xero, FreshBooks, Mailchimp, Wufoo

Other pricing information:

Free: Up to 2 users; 10MB storage; 250 contacts
Professional: $15/month, per user. 30 day free trial; 2GB storage per user; 50,000 contacts.

Plans starting from: $15.00/month Credit card required: Yes

Capsule FAQs

Does Capsule integrate with any other apps?

Capsule integrates with: G Suite; invoicing and accounting apps such as Xero, email marketing apps, website forms, contract and proposal apps, helpdesk support, telephone, VoIP and web chat services and more.

Does Capsule offer guides, tutorials and or customer support?

There is email support Monday to Friday and an extensive set of support documentation as well as getting started guides.

What are some applications Capsule is commonly used in tandem with?

It is most commonly used with G Suite, Xero, FreshBooks, MailChimp, Zendesk, Wufoo Forms, Zapier and lots of other services.

Does Capsule offer an API?

The Capsule API allows developers to create applications that can retrieve or update data in Capsule account. There's a link to the API docs on the website.

Who are the main user groups of Capsule?

Main users of this service are small and medium-sized companies.

What is Capsule generally used for?

It is used for customer relationship management, and contacts and pipeline management.

What platforms does Capsule support?

This service is web-based, works on Linux, Mac, Windows, Android, and iPhone.

Does Capsule offer multi-user capability (e.g. teams)?

It offers multi-user capability.

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