About Capsule

Capsule from Zestia is a cloud-based CRM application that enables small and midsize organizations to keep track of the people and organizations they do business with, along with their interactions and opportunities in the sales pipeline. Capsule also provides a ticket management module to help employees resolve customer support inquiries. Tasks and notifications assigned to contacts, deals and cases help users understand what needs to be done when. Capsule offers many customization options to help tailor the system to meet the needs of different businesses, including custom fields, tags and branding options. It also allows users to define sales processes with configurable milestones for each stage of the pipeline. Each milestone is linked with a success criterion that is used to generate revenue forecasts. Capsule supports integrations with a range of leading small-business solutions for customer support, email marketing, document management and accounting. The solution is available on a per user per month subscription basis.
Capsule Software - Home
Capsule Software - Contact profile
Capsule Software - Contact list
Capsule Software - Sales pipeline
Capsule Software - Tasks
Capsule Software - Calendar
Capsule Software - Home - thumbnail
Capsule Software - Contact profile - thumbnail
Capsule Software - Contact list - thumbnail
Capsule Software - Sales pipeline - thumbnail
Capsule Software - Tasks - thumbnail
Capsule Software - Calendar - thumbnail

Capsule pricing

Capsule has a free version and offers a free trial. Capsule paid version starts at US$18.00/month.

Starting Price:
US$18.00/month See pricing details
Pricing Details:
30-day free trial of any plan (requires credit card). Free edition: up to 2 users, 10MB storage, and 250 contacts Professional plan: $18 per user per month with 10GB storage per user and up to 50,000 contacts. Teams plan: $36 per user per month with 20GB storage per user and up to 100,000 contacts. View Pricing Plans
Free Version:
Yes
Free trial:
Yes

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Capsule Reviews

Feature rating

Value for Money
4.5
Functionality
4.5
Ease of Use
4.5
Customer Support
4.5
5 reviews of 136 View all reviews
Peter M. Peter M.
  • Industry: Aviation & Aerospace
  • Company size: 2-10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 04/11/2020

Best CRM I've ever used

Peace of mind for my business

Pros

Visual presentation of the data, ease of access, monthly subscription, data capture, project tracking, email link capability, mobile access.

Cons

The CRM had no functions that I disliked

Alternatives Considered

SugarCRM, Salesforce Sales Cloud and Act!

Reasons for Switching to Capsule

All other products were too complex with difficult to set up daily interactions

Response from Zestia

Hi Peter,

Chloe here from Capsule. Thanks for taking the time out to write a review about Capsule - we're really glad it's helping your business!

Replied 10/11/2020
Peter R. Peter R.
  • Industry: Information Technology & Services
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 20/11/2020

wonderful Software for every business

The software is simple to use, it has a wide range of tools that you can use. However, the great thing you dont have to use all the features and they are hidden away, so they dont affect your everyday usage. Incredibly for this type of software and all the tools you can access, it is incredibly affordable for personal, small business or large companies. We really love the product

Pros

We have used this software for over five years. We used to use act and were reluctant to move to another provider. We moved because we could use the software on all forms of devices, anywhere in the world. The other great feature is that it is so simple to use, you hardly need any training at all

Cons

Actually we love it, so we dont really have anything negative to say

Response from Zestia

Hi Peter,

Chloe from Capsule here. Thanks for reviewing us! We're so happy to hear that Capsule has worked out for you!

Replied 24/11/2020
Eduardo joel M. Eduardo joel M.
  • Industry: Marketing & Advertising
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
3
Features
3
Ease of Use
5
Customer Support
3

4
Reviewed on 01/11/2021

The best CRM money can buy

excellent, anyone can use capsule and not just the super techies

Pros

The client management, and the ability to keep things easy to use and not over complicate day to day activities

Cons

The search bar feature could be improved as search key words rather than phrases

Response from Zestia

Hi Eduardo Joel,

Chloe from Capsule here. Thanks for taking the time to write a review. Also, thanks for submitting your feedback regarding the search bar - I'll be sure to add your name against this as a feature request. Above all though, we're so glad to hear that you're finding Capsule easy to use.

Replied 23/11/2021
Verified Reviewer
  • Industry: Computer Software
  • Company size: 11-50 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
0
Features
3
Ease of Use
3
Customer Support
0

3
Reviewed on 07/09/2018

Features and Format Lacking, Good for the Basics

Overall, Capsule seems middle-of-the-road. It's been useful as a database to keep our pipeline and outreach organized at a base level but hasn't impressed beyond that.

Pros

The ability to export to Mailchimp has been very useful, it allows us to immediately update lists without having to go through multiple extra steps.

Cons

Certain features I'm used to in a CRM are missing. The only way to correlate multiple organizations (as a subsidiary or similar case) is to make a note of it in the organization description and that doesn't link through. You're also unable to categorize a contact under multiple organizations, so you need to create a new person with the same name if you want to put them under more than one company.

It would also be nice to have a better search and reporting function. The only things you can search for are the person, organization, case, and note content, so every other bit of information you'd like to search for and compile must be placed as a tag, which gets clunky and disorganized easily. There is some sales pipeline reporting, but the options are not as robust as other CRM systems I've used in the past.

Arlène V. Arlène V.
  • Industry: Health, Wellness & Fitness
  • Company size: 501-1,000 Employees
  • Used Weekly for 1+ year
  • Review Source
Value for Money
3
Features
4
Ease of Use
4
Customer Support
0

4
Reviewed on 14/08/2021

A simple but powerful CRM platform

Pros

The one thing I like the most about Capsule is its simplicity. It might not have all the "bells and whistles" that other CRM platforms have but it does its job.

The sales pipeline, for example, it is very good because it is intuitive and gives you the key information you need for lead generation and sales – including clear analytics that show you how things have been going.

Another thing I am a fan of are Capsule's tasks and their automation. Simply lay out a process and break it into steps, or tasks, and have each one become active once the task that came before has been completed. For me, a mobile app is something I always look at when picking up a tool, so it was great to see that Capsule does have one, which means that I can work even when I am not at my computer.

Cons

While Capsule has a free plan, it comes with a contacts limit that you are likely going to hit in a few months. This may not seem like a problem when you are getting started but it may turn out to be a bit of an issue if you decide to opt for a different CRM solution and need to migrate everything from Capsule.

Also, keep in mind that Capsule might not have some features you may want a CRM to have so I would suggest looking at its features list carefully before signing up.

Response from Zestia

Hi Arlene,

Thanks for writing a review about Capsule. We really love hearing how our customers appreciate how simple and intuitive it is to use. I'll be sure to let the team know the mobile app and the tasks features are really useful to you!

Replied 24/08/2021

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