About Capsule
Capsule pricing
Capsule has a free version and offers a free trial. Capsule paid version starts at US$18.00/month.
Alternatives to Capsule
Capsule Reviews
Feature rating
- Industry: Printing
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
One of the applications I run my business on
This is one of three applications that I am in daily. I couldn’t have grown my business without it.
Pros
I like how you can have separate contacts, organizations, and opportunities but that you can connect them all. Unlike some contact management tools, this gives you a ton of flexibility in tracking interactions and todos.
Cons
I wish there were a way to attach the same individual to multiple organizations. There is a workaround by embedding a URL in the info for each entity, but it would be nice to be able to see an individual and separate out the different communications based on the organization they are involved with.
Response from Zestia
Hi there Jeff,
Chloe from Capsule here. Thanks for taking the time to write a review - we really appreciate it. We're so glad to hear Capsule gives you the flexibility you need to track tasks and interactions. We're sorry we don't have better news on attaching the same individual to multiple organisations but we're happy to hear that it's helped you grow your business anyway.
- Industry: Real Estate
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Capsule Review
Pros
Very easy to set up
Easy and intuitive to use
It is flexible enough so that it can be moulded around a requirement or purpose, even if that function isn't immediately obvious.
The support staff are great at coming up with solutions and work arounds
Support staff are very quick to respond.
The close links with Mailchimp and Zapier are great and really easy to merge different systems.
Cons
You can't 'drag and drop' documents from the system to emails.
There's no 'pre-opportunity' stage - i.e. no way of registering an interest in a product (linking a client and product or organisation) without it being a formal 'opportunity' - there needs to be a 'pre-opportunity' facility to ease admin in the system.
There's no way of retaining a record of a meeting in the calendar.
There's no one to stand behind my husband and remind him to record notes in the system! :-)
Reasons for Switching to Capsule
it worked better for our requirements, customer support was personal and significantly better and the price was better.Response from Zestia
Hi Rebecca,
Chloe from Capsule here. Thanks for your review - I'll be sure to pass on your feedback to our team. As for the pre-opportunity problem, you could use a Case for that and then you can link that case to an Opportunity if it does move into the pipeline. That way you can have a clear record of it, but it isn't impacting conversion rates or anything like that. You can read more about Cases here:
https://capsulecrm.com/support/projects-and-events/understanding-cases/. While you can't see your past tasks in the Calendar, you can go to the task list view and filter for completed tasks. Here you'll be able to see a list of everything that's been completed. While we can't put someone behind your husband and nudge him - you could set up a task for a certain time each day that recurs every week (5 recurring tasks), basically just as a prod to remind him to add notes? I hope that gives you some tips and if you need any extra support you can always reach out to us.
- Industry: Nonprofit Organization Management
- Company size: 2–10 Employees
- Used for 6-12 months
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Review Source
Not Ideal for a Charity CRM
I think it is a fine program that didn't suit the needs of a national charity.
Pros
I think you you were using this software for school or a business that required registration of sorts it might be ideal but the marketing features were not strong enough for us. We used the program for 1 year and then switch over that had a better UX, marketing integration and that automatically process tax receipts.
Cons
The UX wasn't great. It wasn't intuitive for our team.
Alternatives Considered
KeelaReasons for Switching to Capsule
We had an employee that had some experience with it and could navigate the program. We stuck with it for 1 year and switched over to Keela.Response from Zestia
Hi Taryn,
Chloe here from Capsule. Thanks for taking the time to review us, we really appreciate the feedback. While we do have a number of charities using Capsule we understand it isn't the right fit for everyone - we're happy you've found another solution that works for you!
- Industry: Construction
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Great value to our business
Pros
Easy to use and easy to learn, this has been a game changer for us. We used to keep everything written down or online in customer files but that made it hard to find details when needed. Now we can search on our computers or if out on site easily look it up on the app
Cons
We are happy with how this software has fit into our business and the simplicity of it
Response from Zestia
Hi Jessica,
It's great that Capsule has been a game changer for you - we're really happy to hear that it's helping your business!
- Industry: Professional Training & Coaching
- Company size: Self Employed
- Used Daily for 2+ years
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Review Source
Simple and Functional
My needs for tracking client opportunities are simple and this CRM does everything I need of it. I mainly use it for recording my meetings and coaching sessions with my clients. This functionality is easy to use and it is easy to search clients later to see what was last talked about.
Pros
It is incredibly easy to set up, very simple to use and I like it's integration with Xero.
Cons
Sending email from the system get stored in dropbox, not ideal if you don't use dropbox
Reasons for Switching to Capsule
it was the easiest to use and the price point was great.Response from Zestia
Hi Dave,
Chloe from Capsule here. Thanks for your feedback - we're glad you like the integration with Xero. In terms of the Drop Box I have good news as the Capsule Drop Box is not the same as the file storage service Dropbox.com. The Capsule Drop Box is effectively an email address that you use to BCC or forward your emails to which in turn stores them against the relevant contact in your Capsule account. This is what non-google users use for storing emails. You can learn more about storing emails using the Capsule Mail Drop Box here: https://capsulecrm.com/support/setup-and-configuration/storing-emails/#understanding-the-mail-drop-box.
If they are finding that emails aren't being stored on their contacts as expected, could you please email [email protected] and we can investigate further.
