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Capsule

Tekpon Score
9

Capsule Reviews

& Product Details

What is Capsule?

Capsule is an easy-to-use CRM that helps businesses build stronger relationships, increase sales, and save time. This simple CRM gives users access to a sales pipeline dashboard, calendar & task management tools, Outlook & Gmail integrations, and two-factor authentication.

The feature-packed software offers contact management, email marketing & tools, tasks & calendars, sales pipeline, sales analytics, projects, and workflow automation. Furthermore, it is fully customizable, allowing you to create custom fields to suit your unique workflows, custom milestones within sales pipelines, and add your branding & choose a custom color scheme.

Capsule CRM takes security seriously, too, offering user permission to control who sees what, easy-to-use security features including SSO & 2FA, and robust data protection procedures for peace of mind.

Found in these Categories

Best For

Build stronger customer relationships, boost sales & save time.
  • StartUps
  • Freelancers
  • Small Business
  • Medium Business
  • Large Enterprise
  • Non-profit Organization
  • Personal
  • Cloud, SaaS, Web-Based
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Company Name

    Zestia Ltd

  • Located In

    United Kingdom

  • Website

    capsulecrm.com

Starting from:

$18 /user/month

Pricing Model: Subscription

  • Free Trial
  • Free Version

Pricing Details:

Capsule CRM pricing has three plans - Professional, Teams, and Enterprise - and a Free plan with up to 2 users and 250 contacts. It is a pay-as-you-go service with no long-term lock-in, and a Free 14-day trial is available to test all paid plans.

  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Campaign Management
  • Cataloging/Categorization
  • Client Management
  • Collaboration Tools
  • Contact Database
  • Contact Management
  • Customer Database
  • Customer Segmentation
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Document Management
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • Event Triggered Actions
  • Forecasting
  • Interaction Tracking
  • Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Marketing Automation
  • Mobile Access
  • Monitoring
  • Opportunity Management
  • Performance Metrics
  • Pipeline Management
  • Prospecting Tools
  • Quotes/Estimates
  • Referral Tracking
  • Reporting & Statistics
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Segmentation
  • Social Media Integration
  • Task Management
  • Task Scheduling
  • Template Management
  • Territory Management
  • Workflow Management

Additional Features

  • Activity/News Feed
  • Appointment Management
  • Assignment Management
  • Budgeting/Forecasting
  • Business Process Control
  • CRM
  • Call Logging
  • Commenting/Notes
  • Configurable Workflow
  • Customer Support
  • Data Synchronization
  • Data Visualization
  • Email Response Control
  • Email Tracking
  • File Management
  • Graphical Data Presentation
  • Kanban Board
  • Mobile App
  • Multi-Currency
  • Pipeline Reports
  • Predictive Analytics
  • Process/Workflow Automation
  • Real-Time Notifications
  • Reminders
  • Reporting/Analytics
  • Role-Based Permissions
  • Sales Activity Management
  • Sales Automation
  • Search/Filter
  • Sales Trend Analysis
  • Source Tracking
  • Tagging
  • Third-Party Integrations
  • Visual Analytics
  • Web Forms
  • XML/RSS

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