Capsule CRM Pricing & Demo

Capsule CRM
Online
Manchester, UK
2007
Below $10 MN
Enterprise
56 Likes
89 Buyers Negotiating

Capsule CRM USP

Capsule from Zestia is an online CRM which has a simple UI but is rich in features. It works effortlessly with popular functions such as G Suite, Mailchimp, Xero and many other applications. The software helps user to trace conversations easily, view the history and deliver personalized encounters. It manages contacts and leads and helps the user to close deals faster. Capsule CRM pricing caters to all business needs.

Request Capsule CRM Pricing to get more information.

Summary

The CRM is packed full of simple yet powerful features to give users complete control. The CRM was built keeping in mind that businesses need to be organized, engage with their customers and grow their revenue base.

Features:

  • Contact Management: The CRM enables users to add emails, notes, documents to each contact and store everything about a customer in one place. It allows users to label contact as a lead, customer, vendor or to custom names to segment audience. It effortlessly moves contacts from Outlook, Gmail, vCard, spreadsheets, and any CSV file.
  • Sales pipeline: The software helps to keep track of every deal by clearly noticing the stage each opportunity is at, using drag and drop to quickly move them from one stage to the next. It also provides a summary of every sale, value, stage and quickly see what's needed to land the deal.
  • Tasks and calendar: It creates tasks for all activities with simple color-coding to make list even easier to manage. It links tasks to contacts, opportunities, or cases so you can easily understand the context and get to work straight away.
  • Reports: It easily forecasts and tracks sales, conversion rates, top performers, and more for every team and individual. It helps users to uncover the reasons for won or lost sales and share best practices across the team. It quickly sees each individual’s activity, making it easier to spot issues and offer support before it impacts the bottom line.
  • Customize Capsule: The software adapts the sales pipeline to suit business needs, creating the stages and milestones relevant to the unique process. It allows users to create as many data fields as needed to store all the extra information you collect about customers, giving one complete picture.

Capsule CRM Pricing:

Capsule CRM pricing if offered for various businesses at different levels of operation. Capsule CRM pricing is free for a starter-level with basic CRM features for up to 2 users with 250 contacts. Below is a detailed view of the capsule pricing offered by Zestia for more than 2 users –

  1. Professional Capsule pricing – Priced at $18 per user per month, billed monthly. This plan caters to small teams. The plan offers 50,000 contacts, 10GB storage per user, premium integrations including G Suite, Xero, QuickBooks, MailChimp, Wufoo & other applications and activity reporting. The professional has a 30-day trial period.
  2. Teams Capsule pricing – Priced at $39 per user per month, billed monthly. This plan is more suited for growing business. It helps users manage teams, segment data, and track team performance. It offers everything in Professional plus 100,000 contacts, 20GB storage per user, advanced sales reporting, user roles and restrictions, team or individual record assignment, custom activity types. The teams plan has a free 30-day trial.
  3. Enterprise Capsule pricing – Priced at $72 per user per month, billed annually. The Enterprise plan offers everything in teams plus premium onboarding and focused ongoing support to users. It offers everything in teams, 200,000 contacts, 40GB storage per user, implementation support, import assistance, custom training, dedicated custom success manager and minimum 20 user licenses.

Users can cancel at any time or upgrade to a different plan as well. Payment can be made via Visa, MasterCard or American Express.

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Strengths
  • +10
    Best Contact Sharing and Managing
  • +9
    Advanced tracking and forecast
  • +8
    Extensive Sales pipeline
  • +7
    Versatile Integrations
  • +12
    Great CRM for Contacts customization
  • +11
    Easily export and imports data feeds
  • +9
    Cloud
  • +12
    Maintenance & Troubleshoot
  • +13
    Data ImpEx Tools
  • +10
    Social Collaboration Features
  • +11
    Social Network Integration
  • +5
    Contact Management
  • +11
    Contract Management
  • +8
    Opportunity Management
  • +10
    Product & Pricing Management
  • +6
    Quote Management
  • +5
    Campaign Management
  • +14
    Email Marketing
  • +6
    Case Management
  • +9
    Customer and Contacts Database
Weaknesses
  • -11
    Hybrid
  • -10
    On-Premise
  • -6
    Consulting
  • -5
    Live Support Chat
  • -13
    System Integration
  • -14
    Ticketing
  • -7
    Calls and Voice
  • -8
    CRM Integration
  • -6
    Email Tracking/Automation
  • -12
    Mobile User Support
  • -14
    Partner Applications
  • -5
    Task Management
  • -7
    Forecastig & Tracking
  • -9
    Track Customer Feedback
  • -13
    Marketing Campaigns
  • -12
    User tracking capabilities
  • -11
    Call Scripting
  • -7
    Customer Support Site
  • -12
    Interactive Voice Response (IVR)
  • -8
    Make, Receive, and Record Calls

Capsule CRM Reviews

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Buyer, Construction, Enterprise

5
Apr 04, 2020

“Great, customizable CRM”

I really like this system because it gives my business a unique comfort in handling, thanks to the interface it has that is very friendly and allows us to have everything organized. It has functions that make my company grow. This system also allows me to modify my control board at my pleasure and to prioritize tasks with it.
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Buyer, Education, SME

4
Apr 04, 2020

“Simple, easy-to-use CRM”

Capsule is very easy-to-use, very straightforward with a nice user interface that gets the job done. There are two features that I really like. The single biggest downside to Capsule is it''''''''''''''''''''''''''''''''s lack of support for user-based permissions and roles. Currently, you can''''''''''''''''''''''''''''''''t define user access permissions by group or role.
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Buyer, Finance, SME

5
Apr 04, 2020

“A worthy CRM platform with great accountability features”

It doesn''''t take long to sign up for Capsule and get started with new cases and opportunities. The interface has a light and pleasant design that is comfortable for me to use. I don''''t feel like it''''s too technical a platform. I can go in and understand, for the most part, what each section is for and how to add and edit information in it. I like being able to add tags to various data elements so that they''''re all connected within the same category, which improves our overall organization and focus.
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Buyer, Construction, Enterprise

5
Apr 03, 2020

“Stands out from the competitors”

It can be tailored to a significant extent Easy to track relationships and communications Easy to assign and track tasks Nice light easy to navigate interface
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Buyer, Finance, SME

5
Apr 03, 2020

“Lacks good reporting features”

The reporting is very light with no obvious integration offered and lack of user permissions a deal breaker.
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