Capsule is an easy, simple, and flexible CRM tool for your small business. It is an effective solution to monitor your clients or other companies you are doing business with as well as your communication exchanges with them, activities or tasks that you need to finish, and sales opportunities.
With Capsule, managing all your contact relationships—clients, leads,and vendors—is done effectively.
In addition, the tool enables you to handle your sales pipeline effectively: monitor proposals, deals, bids, and other opportunities.
Capsule can also easily organize your emails, documents, conversations, and notes, thus assuring you have a comprehensive history of different business files and documents in one single place.
Use Capsule to share tasks and projects with your team members. With Capsule, you can create and monitor tasks, assign them to respective team members, and check milestones and deadlines. Capsule also enables you to have customized information about contacts and customers.
You can access Capsule even on mobile platforms using smartphones and tablets.
As with other Capsule reviews, the aim of this guide is to help you check if the product fits your requirements.
Product Quality Score
Ease of use
Value for money
Capsule CRM features
Main features of Capsule CRM are:
Quick sharing of contacts
Quick addition of milestones
Complete contact management
Has a standard set of milestones
Efficient customization of information categories
Quick report creation and analysis
Streamlined management of groups of contacts
Easy document management
Track sales deals, bids, and other opportunities
Better sales management
Fast integration of contacts
Customization of your Capsule account
Easy-to-use dashboard opportunities overview
Linked milestones of your projects with a success factor
List and calendar management
Easy tracking of email communications
Customization of milestones and process
Quick addition of notes and other information about the contact
One master copy of data in secure servers
Compatible with Windows, Mac, or Linux
Capsule CRM Benefits
Capsule enables you to get a comprehensive contact management strategy by saving and sorting information about your clients, contacts, and vendors, including to-do lists and tasks. Create customized categories for various information or data about your business contacts. Capsule makes it easier for you to monitor conversations and business with organizations, business owners, and other companies that you are doing business with.
You’ll notice in many Capsule reviews that one of its benefits is this solution makes it possible to share contact information with your team members or the entire organization. This process can be done by importing contacts from Gmail, Outlook, spreadsheets, CSV files, or vCards. Files can also include other pertinent information such as meeting outcomes, communication notes, among others.
Using the Capsule dashboard, business owners can easily get a summary of growth opportunities. You can monitor various milestones and opportunities which you can further analyze to see potential revenues. Using configurable filters, Capsule can also generate business reports and extracts from the sales pipeline.
Capsule’s servers are centrally hosted in Amazon’s data centers, thus ensuring your business data are safe and secure. Information that passes along the solution’s servers is encrypted with the use of a technology called SSL, which is the same one that commercial banks use to protect data. Your data is also stored to various locations in real time so that your information does not get lost at all. Capsule also makes hourly backups of your data.
You do not need a software program to install Capsule. To use the latest version, just go and access it online.
Capsule can also be integrated with popular business software programs such as FreshBooks, Zendesk, Xero, Mailchimp, to name a few.
Customer Support Types
Capsule CRM Integrations
The following Capsule CRM integrations are currently offered by the vendor:
Direct Mail Manager
Capsule’s RESTful API
Capsule CRM pricing is available in the following plans: