Capsule

About Capsule

Capsule is an online CRM software that incorporates a simple visual interface into a powerful CRM system. It works towards building a database with vital information of customers available at the user’s fingertip, from tracking sales to keeping a track of all the contacts which essentially gives its users a birds-eye view of everything they need to deliver a more personal experience to their customers. Companies can achieve a higher number in sales with the option to tailor their own pipelines, granting them the complete dashboard which indicates minute details like potential values and where they stand in the pipeline. This makes taking the next decisive step pretty easy. Capsule’s features include a simple and intuitive customer index within a visual overview of entire sales pipelines, aiding companies to keep a track of where their sales stand as they scale and grow. The software makes sure that not a single open sales opportunity is missed. Users can use features like Milestones to measure up their possible future sales prospects against the factors that are dialed in automatically by the software. Capsule helps team members to have the visibility and the clarity to create their own sales pipelines, making the operations clearer and easier for businesses.

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Pricing

Free Trial Available
Starts at $18.0. Offers Free-forever plan.
View Detailed Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

100%
Reviews

92%
Momentum

61%
Popularity

73%

Platforms Supported

Browser Based (Cloud)
Mobile App (Android, iOS)

Organization Types Supported

All (Small, Medium, Large)
Freelancers

API Support

Available

Modes of Support

Online

Capsule Awards

# 2 Highly Rated Software CRM Software
Q2 2025

# 12 Highly Rated Software CRM Software
Q1 2024

# 12 Highly Rated Software CRM Software
Q1 2023

# 10 Highly Rated CRM Software
Q1 2022

# 4 Highly Rated CRM Software
Q4 2020

Capsule Features

Show Feature Explanation

Show Missing Features

CRM Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

100%

Unique Features

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Predictive Analytics

Advanced analytics for predicting customer behavior and sales opportunities

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Customization

Helps to customize the system for use in industry-specific use cases

Standard Features

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Opportunity Management

Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Sales Force Automation

Streamlined management of the sales cycle from lead to close

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

List Management

Enables management of multiple lists and communications with them

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Referral Tracking

Track and manage your referred customers.

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Document Management

Ability to store and manage various information and documents in electronic format.

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

Capsule Pricing

Free Trial

Available

No Credit Card Required, Get Started for Free

Pricing Options

Freemium ( Limited Features )

Premium Plans ( Subscription )

Pricing Plans

MONTHLY YEARLY

Free Free

Features

Contacts - 250
File Storage - 50MB / Account
Log Activity
Import Customers
Contact History
Email Storage
Tag Management
Outlook Add-in
Gmail Add-on
Send Emails with Outlook or Gmail
Enrich Social Profiles
Custom Titles
Reminder Follow-up Tasks
Track Customer Milestones
Custom Fields - 5
Zapier Integrations & Automations - 1000+
Customized Filtered Lists
API Access
Sales Pipelines - 1
Kanban Visual Pipeline
Manage Sales Opportunities
Highlight Stale Opportunities
Assign Sales Teams
Tracks - Unlimited
AI Content Assists - 10
Task Management
iCal Subscription
Calendar & Week View
Project Management
Daily Task Reminder Emails
See Everyone's Calendar
Connect to Outlook Calendar
Comments
Two-Factor Authentication
Export for Backup
Restrict Exports
Microsoft 365 Single Sign-on
Google Workspace Single Sign-on
Mobile App (For iOS & Android)
Mobile App Offline Support
24/7 Online Access with 99.99% Uptime
Caller ID Support
Tablet Support
Resources

Starter $18.00 $21.00 per user / month

Features

Contacts - 30,000
File Storage - 10GB Per User
Log Activity
Import Customers
Contact History
Email Storage
Tag Management
Accounting Integrations
Email Templates - 5
Outlook Add-in
Gmail Add-on
Send Emails via Mailbox
Send Emails with Outlook or Gmail
Enrich Social Profiles
Custom Titles
Reminder Follow-up Tasks
Track Customer Milestones
Custom Fields - 50
Zapier Integrations & Automations - 1000+
Customized Filtered Lists
API Access
Premium Add-ons
Sales Pipelines - 1
Kanban Visual Pipeline
Manage Sales Opportunities
Customizable Sales Milestones
Highlight Stale Opportunities
Assign Sales Teams
Tracks - Unlimited
Multiple Project Boards - 1
AI Content Assists - 10
Task Management
iCal Subscription
Calendar & Week View
Project Management
Daily Task Reminder Emails
Send Emails from Shared Mailboxes - 1
See Everyone's Calendar
Connect to Outlook Calendar
Comments
Sales Pipeline Dashboard
Two-Factor Authentication
Export for Backup
Restrict Exports
Microsoft 365 Single Sign-on
Google Workspace Single Sign-on
Mobile App (For iOS & Android)
Mobile App Offline Support
24/7 Online Access with 99.99% Uptime
Caller ID Support
Tablet Support
Resources

Growth $36.00 $38.00 per user / month

Features

Contacts - 60,000
File Storage - 20GB Per User
Log Activity
Import Customers
Contact History
Email Storage
Tag Management
Accounting Integrations
Email Templates - 50
Outlook Add-in
Gmail Add-on
Send Emails via Mailbox
Send Emails with Outlook or Gmail
Outlook Add-In Automatic Email Storage
Enrich Social Profiles
Custom Titles
Reminder Follow-up Tasks
Track Customer Milestones
Custom Fields - 150
Zapier Integrations & Automations - 1000+
Customized Filtered Lists
API Access
Premium Add-ons
Important Fields
Custom Activity Types
Sales Pipelines - 5
Kanban Visual Pipeline
Manage Sales Opportunities
Customizable Sales Milestones
Highlight Stale Opportunities
Assign Sales Teams
Workflow Automation
Assign Sales Teams
Tracks - Unlimited
Multiple Project Boards - 5
AI Content Assists - 1000
Task Management
iCal Subscription
Calendar & Week View
Project Management
Daily Task Reminder Emails
Send Emails from Shared Mailboxes - 3
Organize Users Into Teams - 5
Assignment Emails
See Everyone's Calendar
Connect to Outlook Calendar
Comments
Sales Pipeline Dashboard
Activity Reporting
Reporting By Team
Advanced Sales Reporting
Custom Reports Via Looker Studio
Business Enrichment
Contact Enrichment
Two-Factor Authentication
Export for Backup
Restrict Exports
Microsoft 365 Single Sign-on
Google Workspace Single Sign-on
Restrict Users to their own Records
Restrict Team access to Records
Mobile App (For iOS & Android)
Mobile App Offline Support
24/7 Online Access with 99.99% Uptime
Caller ID Support
Tablet Support
Resources

Advanced $54.00 $60.00 per user / month

Features

Contacts - 120,000
File Storage - 30GB Per User
Log Activity
Import Customers
Contact History
Email Storage
Tag Management
Accounting Integrations
Email Templates - 500
Outlook Add-in
Gmail Add-on
Send Emails via Mailbox
Send Emails with Outlook or Gmail
Outlook Add-In Automatic Email Storage
Enrich Social Profiles
Custom Titles
Reminder Follow-up Tasks
Track Customer Milestones
Custom Fields - 300
Zapier Integrations & Automations - 1000+
Customized Filtered Lists
API Access
Premium Add-ons
Important Fields
Custom Activity Types
Sales Pipelines - 50
Kanban Visual Pipeline
Manage Sales Opportunities
Customizable Sales Milestones
Highlight Stale Opportunities
Assign Sales Teams
Workflow Automation
Assign Sales Teams
Tracks - Unlimited
Multiple Project Boards - 50
AI Content Assists - 1000
Task Management
iCal Subscription
Calendar & Week View
Project Management
Daily Task Reminder Emails
Send Emails from Shared Mailboxes - 5
Organize Users Into Teams - 50
Assignment Emails
See Everyone's Calendar
Connect to Outlook Calendar
Comments
Sales Pipeline Dashboard
Activity Reporting
Reporting By Team
Advanced Sales Reporting
Custom Reports Via Looker Studio
Business Enrichment
Contact Enrichment
Two-Factor Authentication
Export for Backup
Restrict Exports
Microsoft 365 Single Sign-on
Google Workspace Single Sign-on
Restrict Users to their own Records
Restrict Team access to Records
Mobile App (For iOS & Android)
Mobile App Offline Support
24/7 Online Access with 99.99% Uptime
Caller ID Support
Tablet Support
Resources

Ultimate $72.00 $75.00 per user / month

Features

Contacts - 240000
File Storage - 50 GB Per User
Log Activity
Import Customers
Contact History
Email Storage
Tag Management
Accounting Integrations
Email Templates - 1000
Outlook Add-in
Gmail Add-on
Send Emails via your Mailbox
Send Emails with Outlook or Gmail
Outlook Add-In Automatic Email Storage
Enrich Social Profiles
Custom Titles
Reminder Follow-up Tasks
Track Customer Milestones
Custom Fields - Unlimited
Zapier Integrations & Automations - 1000+
Customized Filtered Lists
API Access
Premium Add-ons
Important Fields
Custom Activity Types
Sales Pipelines - 100
Kanban Visual Pipeline
Manage Sales Opportunities
Customizable Sales Milestones
Highlight Stale Opportunities
Record Lost Reasons
Workflow Automation
Assign Sales Teams
Tracks - Unlimited
Multiple Project Boards - 100
AI Content Assists - 1000
Task Management
iCal Subscription
Calendar & Week View
Project Management
Daily Task Reminder Emails
Send Emails from Shared Mailboxes - 10
Organize Users Into Teams - 100
Assignment Emails
See Everyone's Calendar
Connect to Outlook Calendar
Comments
Sales Pipeline Dashboard
Activity Reporting
Reporting By Team
Advanced Sales Reporting
Custom Reports Via Looker Studio
Business Enrichment
Contact Enrichment
Two-Factor Authentication
Export for Backup
Restrict Exports
Microsoft 365 Single Sign-on
Google Workspace Single Sign-on
Restrict Users to their own Records
Restrict Team access to Records
Mobile App (For iOS & Android)
Mobile App Offline Support
24/7 Online Access with 99.99% Uptime
Caller ID Support
Tablet Support
Resources
Import Assistance
Custom Training
Dedicated Customer Success Manager
Implementation Support

Screenshots of Vendor Pricing Page

Disclaimer: The pricing details were last updated on 19/03/2025 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Capsule Pricing

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Capsule Reviews

User Rating

4.4/5 (Based on 513 Ratings)

Rating Distribution

Excellent
50.5%
Very Good
42.7%
Average
6%
Poor
0.4%
Terrible
0.4%

User Sentiments

User-Friendly Interface, Extensive Integrations, Excellent Customer Support, Flexible Customization

Limited Reporting Functionality, Occasional Software Glitches, Lack of Bulk Editing Options, Limited Mobile App Functionality

Do You Use Capsule?

Write a Review

Review Summary

Overall, users report that the software is generally user-friendly and easy to use. Its dashboard is intuitive, and its features are straightforward and easy to navigate. Many users appreciate its customer support, finding them responsive and helpful. However, there are complaints about its limited customization options and reporting capabilities. Additionally, some users have experienced issues with data syncing and integration, particularly with other software and platforms.

Pros

Simple and userfriendly interface: Easy to navigate and use, even for nontechnical users.
Customizable options: Allows users to tailor the CRM to their specific needs and preferences.
Mobile app availability: Enables users to access and manage their CRM data on the go.
Excellent customer support: Known for providing prompt and helpful support to users.

Cons

Limited reporting and analytics capabilities: May not be suitable for businesses requiring advanced reporting and data analysis.
Occasional performance issues: Some users have reported experiencing occasional lags and glitches.
Lack of advanced features: May not have all the features and functionalities offered by more comprehensive CRM solutions.

Capsule Reviews

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