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
Free Version:
Yes
Free trial:
Yes

Alternatives to Capsule

HubSpot CRM

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Pipedrive

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Salesforce Sales Cloud

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Salesforce Essentials

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Capsule Reviews

Feature rating

Value for Money
4.6
Functionality
4.3
Ease of Use
4.6
Customer Support
4.5
5 reviews of 146 View all reviews
Ilia
  • Industry: Information Technology & Services
  • Company size: 2-10 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Features
4
Ease of Use
4
Customer Support
0

5
Reviewed on 10/2/2021

Pretty good.

Overall experience was positive. It's a solution that I recommend to people.

Pros

What initially attracted us to this CRM was its cost effectiveness. I was impressed by how easy it was to deploy and run. The mobile app was pretty solid, easy to use and probably better or on par with some of the other (more expensive) CRM apps I've used. ~Capsule also had a decent project management function.

Cons

I think we had some trouble when trying to connect to Mail Chimp. From memory it took a long time to get it right.

Alternatives Considered

Zoho CRM and Salesforce Sales Cloud

Response from Zestia

Hi Ilia,

Chloe here from Capsule. Thanks for taking the time to write a review. We're happy to hear that you found Capsule easy to deploy and are enjoying using the mobile app. If you ever need any help for example setting up integrations then don't hesitate to reach out to us at [email protected]

Replied 16/2/2021
Robert
  • Industry: Education Management
  • Company size: 2-10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
3
Ease of Use
5
Customer Support
0

4
Reviewed on 4/8/2022

A simple CRM that allowed us to hit the ground running

Overall I have been pleasantly surprised. I at first thought the system would be too underpowered for what we needed, but it has actually delivered on what we have needed and the simplicity of changing things has allowed us to easily experiment with our processes until we have things right. It has suited our small team very well - and I look forward to seeing how well it scales with us.

Pros

I like the simplicity of the system. It was very quick and easy both to setup (and make changes to) and then to use the system. It has been very easy to train new employees on. The system has some good power around workflows - which have helped us lock down our processes and helped new staff to follow them. It has a good integration with Xero which has saved us a lot of time and has just released an integration into a mail campaign tool (Transpond) which looks to be a nice added bonus.

Cons

The system doesn't have a document generation tool (so you need to generate invoices and quotes in a separate system). It also is comparatively underpowered in the reports you can generate (even when you upgrade to the higher tiers that have additional reporting functionality). You can export full data sets to CSV - so we have built what we needed in Excel, but it would be nice to have it saved as reports and visualisations in the system. There also isn't the flexibility around notifications that I am previously used to (and so we have had to adjust the workflows a little).

Alternatives Considered

Salesforce Essentials

Reasons for Switching to Capsule

The initial price point was cheaper for Capsule (about half the price of Salesforce) - and I and other key staff members of the team had experience of setting up Salesforce and found that there was just a lot more to do before you could start using the system (and another step change of work before you could start using it again).

Response from Zestia

Hi Robert,

Chloe from Capsule here. Thanks for taking the time to write a detailed review - it really helps our team when we receive first-hand feedback. We're so happy to hear that Capsule is helping your business and saving you time in a variety of ways. We've also taken onboard your feedback regarding document generation, reports and notifications. If anything should change on any of those fronts - you'll be the first to know. Regardless, we're very happy that you've been surprised by Capsule and look forward to helping your business scale in the future.

Replied 9/8/2022
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 7/9/2018

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.

Thomas
  • Industry: Information Technology & Services
  • Company size: 2-10 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 29/6/2022

Capsule CRM - great product

The ability to track your sales pipeline and customize the stages and categories has been the most valuable part.

Pros

Capsule CRM is great for a small business CRM. We use it primarily for contact management and sales pipeline tracking. We love the Outlook integration so that it stores your email activity. Also, the ability to customize your own categories for contacts, customers and the stages of your sales cycle -- all of this is great.

Cons

I don't really use the calendar feature, but that's not to say it wouldn't be useful if someone wanted that option.

I think the only potential drawback some may have is that Hubspot has their free version, which has some similar functionality to Capsule CRM. However, what is GREAT about Capsule is its simplicity. We also looked at Hubspot, but it was overly complex for our small business needs.

Response from Zestia

Hi Thomas,

Chloe from Capsule here. Thanks for taking the time to write a review. We're so glad to hear that Capsule suits your needs and is helping you to manage your sales efficiently.

Replied 15/7/2022
Jesse
  • Industry: Online Media
  • Company size: Self Employed
  • Used Daily for 6-12 months
  • Review Source
Value for Money
4
Features
5
Ease of Use
5
Customer Support
0

5
Reviewed on 16/12/2021

Capsule is simple to use and just the right number of features

I've been using Capsule for several months and I am very happy. Occasionally I try other apps just to see, but none of them are as easy to use. Capsule feels like a gem of a CRM in a field crowded with lots of apps. If you need reminders of who to follow up with and when, Capsule does that really well—and can grow with you as you grow. Next year I'll likely need to upgrade from the free level, and I'll gladly do so.

Pros

As a service provider I have a lot of contacts to track. I tried several CRMs (Hubspot, Monday, etc) but none were as simple to use as Capsule. I had basic needs: track new contacts and set reminders to follow up. While other apps had those features alongside dozens of other tools, Capsule made it very easy to start tracking and reminding right away. And that's on a free level!

The Gmail extension works really well and makes adding tasks quick and easy.

Cons

If I was nitpicky, I'd say maybe a more modern design. But it's not strictly utilitarian, and it's simplicity makes it easy to do what I need.

Alternatives Considered

Pipedrive, Sendinblue, monday.com and HubSpot CRM

Reasons for Switching to Capsule

Other CRMs were pretty complicated for what I needed. I first tried Hubspot, but I was lost in all the features. All I needed to do was set reminders to follow up with people. While the other CRMs do that, it felt like I had to swim through a dozen other features to get there. I was able to start using Capsule immediately and knew exactly what to do. And with the Gmail extension, it's even simpler.

Response from Zestia

Hi Jesse,

Chloe here from Capsule. Thanks for taking the time to write a review - that's really going to help other people considering Capsule. We're happy to hear that you're finding Capsule so easy to use, especially compared to alternatives you considered and that it's helping you to do what you need to.

Replied 11/1/2022

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