Features, prices, advantages and disadvantages

Table of Contents Toggle Quick facts about the capsule Our product rating: 4/5 Prices: Offers limited free CRM software. Key Features: Kanban visual sales channels and panels. Task reminder emails. Google Data Studio integration. Email marketing and automations. Integrations for call recording, help desk, lead generation and website chat. GDPR compliant.

Capsule is a customer relationship management software that offers a combination of sales and marketing features at competitive prices. Its pipeline and contact management tools help businesses view individual leads and entire projects from one dashboard with all up-to-date information for detailed live reporting. Capsule even offers an AI content assistant to help reps create engaging emails to nurture leads closer to a sale.

Capsule can help startups looking for a cost-effective tool and small and medium-sized businesses that want intuitive online software. If you are looking for a platform that can handle a higher user capacity, offers more robust technological features, or has specific industry specializations, there are other options to consider.

Prices

• Free Tier: Free for up to 250 contacts and 50 MB of storage per account.
• Start: $18 per user per month when billed annually, or $21 per user when billed monthly. This includes everything in the free tier, plus 30,000 contacts, 1 sales channel, 1 project board, 50 custom fields, and more.
• Growth: $36 per user per month when billed annually, or $38 per user when billed monthly. This tier supports everything included in Starter, plus 60,000 contacts, 5 sales channels, 5 project boards, advanced sales reports, and more.
• Advanced: $54 per user per month when billed annually, or $60 per user when billed monthly. Features at this tier include everything related to Growth and 120,000 contacts, 1,000 AI content assists, and more.
• Last: $72 per user per month when billed annually, or $75 per user when billed monthly. This tier offers everything in the Advanced tier plus a dedicated account manager and unlimited custom fields.

Capsule Key Features

Junk mail

Capsule has a sister company called Transpond that the CRM software integrates seamlessly with. Transpond is a special marketing tool that extracts and syncs all contact information, profiles, custom fields, and more directly from Capsule to help organize them into segmented marketing lists (Figure A). Any updates to information in one tool are automatically updated in the other, making it easier for businesses to run marketing campaigns and engage with top leads.

Loss Reason Report

Capsule offers a variety of sales reports where users can get specific information about individual sales representatives, customers, and projects. These reports include opportunities won/lost, leaking pipes, average time to win, average sales value, and reasons for loss. Capsule's unique lost reason insights page tracks every lost sale and defines the primary reason it didn't close (Figure B). This feature can help individuals or entire teams identify gaps in their sales process to prepare better rebuttals.

Workflow automation

Capsule's workflow automation tools help businesses reduce manual work, speed up their processes, and help close tasks effectively and consistently. Users can set up workflows and triggered activities to support sales reps and managers at every stage of their sales cycle.

In addition to sales tasks, Capsule automations can be applied to other business processes. For example, within the project management function, users can automate new hire processes so new employees are ready to work faster (Figure C).

Pipeline management

Having sales pipeline management software allows organizations to see an overview of all sales opportunities, including potential profits, their status in the pipeline, and what needs to be done next. Capsule's pipeline feature offers detailed opportunity tracking and full customization of the sales process. Capsule also offers a special multiple sales channel view where companies can create channels representing different products, services, and markets (Figure D).

Pros and cons of capsules

Advantages	Cons
14-day free trial.	It does not offer an assigned sales team or account manager.
Users report responsive and helpful customer support.	The free plan lacks reporting features.
Administrators can add two-factor authentication for mobile app access.	Limited marketing integrations available.

Alternatives to the capsule

Capsule offers a standard free trial in addition to a completely free CRM tool. This free tier comes with limitations on the number of contacts it can support, no workflow automations, and limited integrations. Because of this, it makes sense to see how Capsule compares to other vendors with free versions of their tool or who might serve similarly sized businesses. Top alternatives to Capsule include Zoho CRM, Insightly, and HubSpot.

Software	Capsule	CRM	Insightfully	HubSpot
Marketing functions	Limited	Yeah	Yeah	Yeah
Industrial specializations	Yeah	Yeah	Yeah	Yeah
Integrations	Yeah	Yeah	Yeah	Yeah
AI-powered tools	Limited	Yeah	Limited	Yeah
Free lifetime version	Yeah	Yeah	Yeah	Yeah
Starting price for premium levels	$18 per user per month	$14 per user per month	$29 per user per month	$20 for two users per month

CRM

Zoho CRM is a leading CRM software that offers marketing and sales teams a flexible 360-degree view of customers and ongoing deals. Both Zoho CRM and Capsule have artificial intelligence tools. Capsule offers an AI assistant that helps create emails written on behalf of sales reps, while Zoho CRM has an AI assistant that can help monitor lead activity and more. Compared to Capsule, Zoho CRM also has more advanced multi-channel marketing features covering phone and email marketing campaigns and social media.

Read our Zoho CRM review to learn more about its pricing, features, and more.

Insightfully

Insightly is a cloud-based CRM tool that helps sellers track deals from start to finish. Both Insightly and Capsule provide detailed email management tools. Both can track email campaigns, activities like opens or clicks, and more. All of which helps reps manage important customer interactions. Beyond that, Insightly also offers advanced project management tools that specifically track deals and customer activity in post-sales agreements.

To learn more, head to our Insightly review.

HubSpot

HubSpot is a popular customer platform that connects sales, marketing, and data teams through custom dashboards and open source CRM integrations. Both HubSpot and Capsule offer sales reporting and analysis tools that can show ongoing revenue and individual and team reports. HubSpot uniquely offers over 1,500 additional technologies that can be integrated into the platform to make the tool extremely customizable.

For more information, check out our independent HubSpot review.

Review methodology

To critically and effectively review CRM vendors like Capsule, I used an internal rubric with criteria and sub-criteria covering general CRM software offerings. I compared Capsule's features, pricing plans, intuitiveness, and more to leading CRM vendors and their standards. I referenced Capsule's online resources as well as actual feedback from CRM users.

The capsule was graded with the following breakdown of criteria:

• Cost: It weighted 25% of the total score.
• Main features: It weighted 25% of the total score.
• Integrations: It weighted 15% of the total score.
• Customizations: It weighted 15% of the total score.
• Easy to use: It weighted 10% of the total score.
• Customer Support: It weighted 10% of the total score.