logo

Capsule CRM

Capsule CRM provides an easy-to-use yet robust solution for small enterprises looking to handle customer relations and streamline their sales processes. Althoug...

★ ★ ★ ★ ★

0.00 | 0 Reviews

Watch Demo Get Pricing

Capsule CRM provides an easy-to-use yet robust solution for small enterprises looking to handle customer relations and streamline their sales processes. Althoug...

Watch Demo Get Pricing
Overview Features Pros & Cons Reviews FAQs

Product Overview

Capsule CRM provides an easy-to-use yet robust solution for small enterprises looking to handle customer relations and streamline their sales processes. Although its analytics features may not be as extensive as those found in larger corporate systems, the user-friendly design and excellent integration options make it an attractive option for teams on the rise.

Product Details

What Is Capsule CRM?

Capsule CRM is a cloud-centric solution tailored for small to medium enterprises, startups, and independent professionals seeking a straightforward tool to oversee customer relationships. This software addresses the challenge of chaotic client information by consolidating all contacts, emails, and notes into a single location. With a visual sales pipeline, it enables users to monitor deals effectively and includes an integrated project management feature to manage tasks following a successful sale, thereby enhancing the overall management of the client lifecycle.

Capsule CRM Pricing

The pricing for Capsule CRM is structured into several distinct plans:

  • Starter: $21/user/month

  • Growth: $38/user/month

  • Advanced: $60/user/month

  • Ultimate: $75/user/month

A 14-day trial is also available. Reach out today for a customized pricing quote for your business!

Please note that prices may vary.

Capsule CRM Integrations

This software allows integration with various systems and platforms, including:

  • Docusign Software

  • Xero Accounting Solution

  • Zapier Software

  • Mailchimp Software

  • Slack Software

Check out the Capsule CRM demo to discover more about its integration capabilities.

Who Is Capsule CRM For?

Capsule CRM is well-suited for an array of industries and sectors, such as:

  • Professional services

  • Hotels and hospitality

  • Nonprofits

  • Real Estate

  • Legal

  • IT and technology

Is Capsule CRM Right For You?

This platform is particularly beneficial for small and medium-sized businesses that value user-friendliness and require a system to oversee the entire client experience. Its features include an integrated project management board that facilitates a seamless transition from closing a deal to executing the project. Capsule CRM provides a dependable method for staying organized while fostering stronger customer relationships.

If you're still uncertain about whether Capsule CRM is right for you, please reach out to our customer support team at info@softwareseekers.com for additional assistance.

CRM Software Features

✘ security
✘ training
✘ dashboard
✘ invoicing
✘ reporting
✘ timeclock
✘ mobile app
✔ mobile crm
✘ purchasing
✘ online help
✘ ai analytics
✘ audit trails
✘ chatgpt said
✘ integrations
✘ lead routing
✘ sales orders
✘ client portal
✘ hr compliance
✘ insurance crm
✘ time tracking
✘ crm for retail
✘ healthcare crm
✘ mobile crm app
✘ sales pipeline
✘ sales tracking
✘ tax management
✘ budget tracking
✘ case management
✘ crm for coaches
✘ crm for outlook
✘ crm integration
✘ deployment type
✘ email marketing
✘ lead generation
✘ lead management
✘ market position
✘ task management
✘ accounts payable
✘ crm for facebook
✘ crm for startups
✘ customer support
✘ distribution crm
✘ donor management
✘ event management
✘ expense tracking
✘ fundraising tool
✘ grant management
✘ sales automation
✘ activity tracking
✘ budget management
✘ crm for b2b sales
✘ crm for education
✘ crm for marketing
✘ donation tracking
✔ email integration
✘ fundraising tools
✘ project templates
✔ sales forecasting
✘ vendor management
✘ activity dashboard
✔ contact management
✘ content management
✘ crm for healthcare
✘ crm for nonprofits
✘ financial tracking
✘ hotel crm software
✘ invoice management
✘ payment processing
✘ payroll processing
✘ project scheduling
✘ route optimization
✘ accounts receivable
✘ alertsnotifications
✘ analytics reporting
✘ automated workflows
✘ bank reconciliation
✘ campaign management
✘ collaboration tools
✘ contract management
✘ crm for consultants
✘ crm for contractors
✘ crm for field sales
✘ crm for freelancers
✘ crm for hospitality
✘ crm for real estate
✘ crm for restaurants
✘ crm for sales teams
✘ crm for wholesalers
✘ customer management
✘ document management
✘ employee management
✘ employee onboarding
✘ financial reporting
✘ marketing campaigns
✘ mobile crm software
✘ online crm software
✘ reporting analytics
✘ resource allocation
✔ workflow automation
✘ android crm software
✘ banking crm software
✘ crm for associations
✘ crm for distributors
✘ higher education crm
✘ inventory management
✘ it ticketing systems
✘ marketing automation
✘ merchandise transfer
✘ multichannel support
✘ performance tracking
✘ quotation management
✘ volunteer management
✘ warehouse management
✘ compliance management
✘ crm for loan officers
✔ customer segmentation
✘ membership management
✘ mortgage crm software
✘ multi channel support
✘ productivity tracking
✘ safety and compliance
✘ crm for digital agency
✘ crm for small business
✘ ecommerce crm software
✘ financial crm software
✘ guest intelligence crm
✘ multi currency support
✔ opportunity management
✘ performance management
✘ sales enablement tools
✔ analytics and reporting
✘ consulting crm software
✘ crm for media companies
✘ customer servicesupport
✘ customizable dashboards
✘ enterprise crm software
✘ recipe menu engineering
✘ registration management
✘ reporting and analytics
✘ sales pipeline tracking
✘ sales tracking software
✘ social media management
✘ alerts and notifications
✘ communication management
✘ crm for event management
✘ crm for insurance agents
✘ crm for marketing agency
✘ crm for mortgage brokers
✘ crm for rental companies
✘ customer service support
✔ deal pipeline management
✘ multi channel management
✘ omnichannel crm software
✘ social media integration
✘ task activity management
✘ training and development
✘ automated purchase orders
✘ budgeting and forecasting
✘ crm for equipment dealers
✘ crm for insurance brokers
✘ crm for service providers
✘ customer service software
✘ customizable hr workflows
✘ email integration implied
✘ mobile crm mobile crm app
✘ sales pipeline management
✘ ai integrated crm solution
✘ crm for content management
✘ crm for financial advisors
✘ crm for financial services
✘ crm for logistics industry
✘ crm for outside sales reps
✘ crm for project management
✘ crm for real estate agents
✘ customer support ticketing
✘ sales engagement platforms
✘ account management software
✘ channel management software
✘ contact management software
✘ crm for political campaigns
✘ crm for training management
✘ crm for workflow management
✘ email marketing integration
✘ sales acceleration software
✘ small business crm software
✘ auto dealership crm software
✘ crm for construction company
✘ customer engagement platform
✘ employee database management
✘ task and activity management
✘ task assignment and tracking
✘ time and attendance tracking
✘ crm for professional services
✘ customer feedback and surveys
✘ investorcustomer segmentation
✘ crm for manufacturing business
✘ crm for social media marketing
✘ crm for health insurance agents
✘ crm for real estate wholesalers
✔ customer communication tracking
✘ employee information management
✘ project planning and scheduling
✘ sales force automation software
✘ sales forecasting via analytics
✘ appointment managementscheduling
✘ crm for digital marketing agency
✘ crm for membership organizations
✘ delivery planning and scheduling
✘ integration with marketing tools
✘ integration with thirdparty apps
✘ mobile crm implied mobile access
✘ crm software for accounting firms
✘ email integration email marketing
✘ integration with third party apps
✘ cloud based crm for small business
✘ mobile crm analytics and reporting
✘ recruitment and applicant tracking
✘ task management alertsnotifications
✘ customer relationship management crm
✘ opportunity deal pipeline management
✘ workflow automationautomated workflows
✘ sales pipeline deal pipeline management
✘ workflow automation automated workflows
✘ social media integration via integration
✘ sales forecasting pipeline value tracking
✘ crm for offices and public administrations
✘ multi channel support email sms whatsapp chat
✘ analytics and reportingreporting and analytics
✘ analytics and reporting reporting and analytics
✘ casesupport ticketing customer support ticketing
✘ deal pipeline management sales pipeline tracking
✘ social media integration lead capture from social channels

Pros

  • ✔ Simple clean intuitive user interface
  • ✔ Effective sales pipeline and task management
  • ✔ Strong integration capabilities with marketing tools
  • ✔ Easy data import and customizable fields

Cons

  • ✘ Features such as email alias handling can be refined
  • ✘ Tagging can become confusing without clear organization
  • ✘ Dropbox integration requires careful handling

Price

Professional

Custom

Get Free Guidance from Our Solution Experts.

Ratings

★ ★ ★ ★ ★
0.00 | 0 reviews

Ratings Distribution

Positive

0%

Neutral

0%

Negative

0%

User Reviews

No reviews yet

Be the first to share your experience with Capsule CRM.

Frequently Asked Questions

Find answers to the most common queries about our software recommendation service.

Capsule CRM supports multiple languages including Spanish, French, English, and Brazilian Portuguese.

Capsule CRM offers support through email, chat, and support docs.

Capsule CRM integrates with multiple platforms including Zapier Software, Xero Accounting Solution, Slack Software, Mailchimp Software, and Docusign Software.

Capsule CRM offers a Starter plan at $21/month, Growth at $38/month, Advanced at $60/month, and Ultimate at $75/month. Request a custom Capsule CRM price plan tailored to your team’s needs today!

Yes, Capsule CRM offers a mobile app for iOS and Android.

Yes, Capsule CRM provides an API.

The typical users of Capsule CRM include consultants, marketing agencies, law firms, construction companies, and accountants.