If you tired of managing your customer data in different places?
Capsule CRM was designed to make managing customer information easy. It’s packed with features that make it simple to keep track of your sales pipeline and connect with customers.
With so many integrations inside Capsule CRM, you can connect all your business tools in one place. It will make your life easier and help you work more productively.
You deserve a tool that makes your life easier, not harder. They have designed Capsule CRM to be super simple to use.
So In this Capsule CRM review, we will take a closer look at the features and benefits of this software and determine if it is the best fit for your business.
What is Capsule CRM?
Capsule CRM is customer relationship management (CRM) software that helps you in your business by staying organized and allowing you to know more about your customers. It also helps build strong relationships with customers and take advantage of sales opportunities and other essential data in one place.
Who’s For Capsule CRM?
It’s suitable for businesses of all sizes, from small to large enterprises. If you have a mobile workforce or if your employees work from different locations, then Capsule CRM is a good choice as it can be accessed from anywhere with an internet connection.
How Does It Work?
Capsule CRM works by tracking and managing all your customer information in one place. You can manually add new contacts or import them from your email or CRM software. Once your contacts are in Capsule, you can add notes, tasks, and opportunities to each contact record.
You can also set up automated tasks and workflows to stay on top of your customer relationships.
Who Is The Founder Of Capsule CRM?
Capsule CRM was created by Duncan Parrish, the Founder & CEO of the company. He has over 20 years of software industry experience and a background in product development and marketing.
Duncan Parrish founded Capsule CRM in 2009 with the mission to create simple yet powerful software that would help businesses manage their customer relationships more effectively.
Top Benefits of Capsule CRM
There are many benefits of using Capsule CRM, including:
- Capsule CRM works by tracking and managing all your customer information in one place.
- The software is easy to use and has a clean, intuitive interface that makes it simple to navigate.
- Capsule CRM integrates with other software, such as Gmail, Outlook, and more.
- Its features include contact management, opportunity tracking, and workflow automation.
- You can manually add new contacts or import them from your email or CRM software.
- Once your contacts are in Capsule, you can add notes, tasks, and opportunities to each contact record.
- You can Stay organized and have all customer information in one place.
- It is suitable for businesses of all sizes, from small to large enterprises.
- You can Automate tasks and workflows to stay on top of your customer relationships.
- They have a mobile app for Android and iOS devices, making it convenient for salespeople who are always on the go.
- It is affordable, with different pricing plans to fit your budget.
Best Features Of Capsule CRM
There are so many features that Capsule CRM offers its users, but we’ve compiled the best ones below.
With the help of Sales Pipeline, you can get an overview of all your sales tracking in one place. You can see the potential value of each sale and where it is in the pipeline.
It is a great way to keep track of your sales opportunities and ensure that you close deals efficiently.
Some of the features of the Sale Pipeline:
Pipeline Dashboard: Get an overview of your sales pipeline in one place. See where each sale is in the pipeline and what needs to be done next.
Kanban Visual Pipeline: With the help of this feature, you can visualize the sales pipeline. You can drag and drop each sale to the different stages of the pipeline.
Multiple Sales Pipelines: It helps you for companies that have different products or services. You can create multiple sales pipelines to represent each product or service.
It is designed to help you get organized and streamline your workflow. You can better prioritize your time and meet deadlines by keeping track of your tasks in one place.
Here are some features to look for in a task management system.
Repeating Task: Another helpful feature of a task management system is the ability to set tasks to repeat daily, weekly, or monthly. This can be helpful for tasks that need to be completed regularly, such as reports. By setting the task to repeat, you can save time and ensure the task is completed on schedule.
Task Reminder Emails: With the help of this feature, You can receive task reminder emails at the start of each day. This way, you can start your day by getting a list of tasks that need to be completed. By getting these reminders, you can plan your day and ensure you are productive.
Tasks Automation: It allows you to automate tasks that help you complete regularly.
For example, if you need to send weekly reports, you can set up the task to automatically generate and send them out. It can save you time and ensure that the task is completed correctly.
Calendar View: You can see your tasks in a weekly or monthly calendar view. This can help plan your time and ensure you complete tasks on time.
Subscribe to Calendar: You can subscribe to your tasks and view them on your calendar. This can help keep track of deadlines and ensure you complete tasks on time.
Reporting (Sales Analytics)
Sales monitoring gives you a complete view of your sales cycle from start to finish. You can see how many deals are in progress, how many have been won or lost, and what stage each deal is at.
This information can help you identify bottlenecks and ensure that deals are quickly moving through the pipeline.
Activity Reporting: Sales activity reporting shows you which activities each user has completed and the specific activity types. This information can help you identify which sales activities are most effective and ensure that your team focuses on the right tasks.
Advanced Sales Reports: The advanced sales report gives you all the information in the preliminary sales report, plus additional data points such as average time to win and pipeline growth. This report can help you identify trends and ensure your team is on track to hit their targets.
Export Reports: You can export all your report data or save an image of your chart for import into other tools such as Excel. So you can share your sales data with others or keep a backup of your data in case something happens to your account.
Google Data Studio: Google Data Studio is a powerful reporting tool that lets you combine data from multiple sources, create interactive dashboards, and build reports. You can use Data Studio for sales report data, activity report data, and even export your reports for use in other tools.
Contact Management is the process of organizing and tracking your contacts with customers, prospects, and leads. The contact management system will help you keep track of important data about your contacts, such as their name, contact information, and interactions with your company.
Full-Text Search: The full-text search feature lets you quickly find any text within all your notes and emails. You can quickly find information about a specific customer or prospect or track down a critical email.
Auto-Enriched Profile: The auto-enriched profile feature automatically adds social network profiles associated with a contact. With the help of this, you can quickly find out more about your contacts and connect with them on social media.
Attach Files: You can attach files to your contacts, such as quotes, proposals, and agreements. And keep all your important data in one place, making it easy to find the files you need when you need them.
Import Contacts: You can import your contacts from a spreadsheet, CSV file, or other CRM system. You can add large numbers of contacts to Capsule or migrate your data from another system.
Capsule CRM has powerful email tools to help you manage your sales process.
Email Templates: You can create and save email templates in Capsule for the team. You can standardize your communications and ensure everyone is on the same page.
Gmail & Outlook Access: You can access Capsule directly from Gmail or Outlook. This means you can easily add contacts, conversations, tasks, and sales opportunities to Capsule without leaving your inbox.
Transpond: You can also use the sister of the email marketing tool, which integrates seamlessly with Capsule. It helps you automate your email marketing campaigns and track their success.
Email Sending: With this feature, you can easily send emails to your contacts via Outlook or Gmail in just a few clicks. So you will stay in touch with your customers and keep them updated on your latest offerings.
Shared Inbox: This feature can help you manage your email communications for a team. With this feature, all emails come into one central account and then can be assigned to individual team members. This ensures that everyone is on the same page and that no emails slip through the cracks.
You can connect Capsule CRM with many other tools and integrations. This allows you to automate your workflow and save time.
Add-ons & Integrations: There are so many add-ons and integrations available inside Capsule CRM. This includes tools for accounting, project management, email marketing, and more.
Website From Lead Capture: You can also add a form to your website to capture leads and automatically add them to Capsule. You can get more out of your website and ensure you never miss a lead.
If you’re looking for even more power, many premium integrations are available. These include Microsoft 365, Google Workspace, Xero, FreshBooks, Mailchimp, Wufoo, and more. With these integrations, you can automate your workflow further and save time.
Automate With Zapier: With Zapier, you can connect Capsule CRM to all the software you rely on. This includes tools for accounting, project management, email marketing, and more. With Zapier, you can automate your workflow and save time.
API Access: You can also access Capsule CRM’s API. This means that you can integrate Capsule with your custom or third-party application.
Mobile Apps: There are also mobile apps available for both iOS and Android.
Capsule CRM is also highly customizable. This means that you can tailor Capsule to fit your specific needs.
Custom Fields: You can add custom fields to your contacts. This allows you to track the most important information to you and your business.
Custom Milestones: You can also add custom milestones to your sales pipeline. It enables you to track the progress of your deals and ensure that they are moving forward.
Custom Branding: Brand your Capsule CRM account with your logo and color scheme. This helps create a more professional look for your business and makes it easier for customers to remember who you are.
Custom Activity Types: Add custom activity types to your account. It allows you to track the most important activities of your business.
Custom Task Categories: It enables you to keep your tasks organized and makes finding the information you need easier.
Custom Lost Reasons: You can also add custom lost reasons to your account. This helps you to track why a deal was lost and identify the most common reasons.
Security & Permissions
Capsule CRM offers security and permission options.
You can control who has access to your account and what they can see. This helps you to keep your information safe and secure.
Two-factor Authentication: You can also set up two-factor authentication for an extra layer of security. This requires users to enter a code from their mobile devices to access their accounts.
Microsoft 365 Single Sign-on: If you’re using Microsoft 365, you can set up a single sign-on. This allows users to log in to Capsule CRM using their existing Microsoft 365 email and password.
Google Workspace Single Sign-on: You can set up a single sign-on with Google Workspace. This allows users to log in to Capsule CRM using their existing Google Workspace email and password.
Restore Deleted Record: Super administrators can restore deleted records within 30 days. This is helpful when you accidentally delete something or need to retrieve information from a previous version of a record.
Data Export: You can export your data from Capsule CRM for safekeeping or transfer it to another system. This is helpful if you need to back up your data or move to a new CRM.
Restrict Access to Records: You can restrict access to records. This allows you to control who can see and edit your records.
Capsule CRM Integrations
Capsule CRM offers a variety of ways to integrate with the tools you and your team. Whether you’re looking for a way to improve communication or streamline your sales process, they have covered you.
Here are just a few of the ways you can integrate with Capsule CRM:
Salesforce Integration: Seamlessly connect your Capsule CRM account with your Salesforce account. View and update customer information in both systems from one central location.
Google Apps Integration: Connect your Gmail, Calendar, and Contacts to Capsule CRM for a seamless experience.
Zapier Integration: With Zapier, you can connect Capsule CRM to over 750 apps. Automatically sync data between Capsule CRM and your other favorite tools, like QuickBooks or Dropbox.
API: The Capsule CRM API allows you to access your data programmatically. This is perfect for developers who want to build custom integrations or applications on Capsule CRM.
Capsule CRM Pricing
Capsule CRM has three plan options- Professional, Teams, and Enterprise. All plans come with a 30-day free trial, so you can try them before you buy.
Professional Plan: The Professional plan is perfect for individuals or small businesses. It includes all the essential features you need to get started, plus some extras, Including 50,000 contacts, a sales pipeline, project management, email sending, and activity reporting. Pricing starts at $18/user/month.
What’s included in this plan:
- 50,000 Contacts
- 10GB Storage per User
- Sales Pipeline
- Project Management
- Email Sending
- 5 Email Templates
- Activity Reporting
- Key integrations include Microsoft 365, Google, Xero, Mailchimp, Zapier & many more.
Teams Plan: The Teams plan starts at $36/per user/month, which is perfect for businesses with a sales team. It includes all the features of the Professional plan plus extra features included.
What’s included in this plan:
- Everything in Professional
- 100,000 Contacts
- 20GB Storage per User
- Multiple Sales Pipelines
- Multiple Project Boards
- 50 Email Templates
- Advanced Sales Reporting
- User Roles and Restrictions
- Team or Individual Record Assignment
- Custom Activity Types
- Important Fields
Enterprise Plan: The Enterprise plan starts at $54/per user/month and is perfect for businesses with complex sales processes. It includes all the features of the Professional and Teams plans, plus extra features included.
What’s included in this plan:
- Everything in Teams
- 200,000 Contacts
- 40GB Storage per User
- 500 Email Templates
- Implementation Support
- Import Assistance
- Custom Training
- Dedicated Customer Success Manager
- Ongoing Priority Support
No matter what plan you choose, Capsule CRM has got you covered. Their team is available to help you with every step, from choosing the right plan to implementing custom integrations.
You can also Contact Capsule’s sales team to discuss your needs and get a custom quote.
Capsule CRM Pros and Cons
Capsule CRM Alternatives
Hubspot is a popular CRM alternative to Capsule CRM. Hubspot offers a free and paid version of its software.
HubSpot Sales CRM is built into Gmail and Outlook so you can manage your sales process without ever leaving your inbox. With the HubSpot Sales CRM, you get visibility into your sales pipeline, automated reminders to follow up with leads, and the ability to track emails and calls. You can also use HubSpot Sales CRM to schedule meeting times that work for everyone, send proposals, and close more deals.
Pricing for the paid version of Hubspot starts at $50/month. The paid version includes all the features of the free version, plus extra features such as advanced reporting, unlimited users, and live chat support.
Salesforce Sales Cloud
Salesforce Sales Cloud is a popular CRM alternative to Capsule CRM. It offers similar features, including sales pipeline tracking, lead management, and forecasting. However, it also includes unique features such as social media integration and mobile apps. Pricing starts at $25/user/month.
Zoho CRM is another popular alternative to Capsule CRM. It offers similar features like sales pipeline tracking, lead management, and forecasting. However, it also includes unique features such as social media integration and pricing starting at $12/per user/month for the Standard plan.
This is another CRM alternative to Capsule CRM. It offers similar features, such as sales pipeline tracking and lead management. However, it also includes some unique features such as project management, task management, and kanban boards. Pricing starts at $29/user/month for the Professional plan.
This is also another CRM alternative to Capsule CRM. It offers similar features, such as sales pipeline tracking and lead management. However, it also includes some unique features such as email integration, mobile apps, and custom deal stages. pricing starts at $12/user/month for the Essential plan.
My Experience Using Capsule CRM
I’ve been using Capsule CRM for a few months now, and I have to say that I’m impressed. It’s an excellent tool for managing customer information and sales pipeline, and the integrations with other apps are beneficial.
The mobile app is also great for keeping track of my sales process on the go. The only downside is that it can be challenging to learn and use for those without technical backgrounds or experience with similar software.
Overall, I recommend Capsule CRM to anyone looking for a CRM solution.
The Bottom Line
Capsule CRM is an excellent tool for managing customer information and sales pipeline.
It offers a mobile app for Android and iOS devices, the ability to connect your Gmail, Calendar, and Contacts for a seamless experience, and import contacts from CSV files, outlook, Gmail, and vCard.
However, it may be challenging to learn and use for those without technical backgrounds or experience with similar software.
Capsule CRM is an excellent tool for managing customer information and sales pipeline. There are so many integrations available inside Capsule CRM.
It may be an excellent choice for businesses of all sizes.
This includes tools for accounting, project management, email marketing, and more. And the ability to connect your Gmail, Calendar, and Contacts for a seamless experience.
However, It offers a mobile app for Android and iOS devices that makes it easy to keep up with your work on the go.
Try it out today and see how it can help you close more deals and grow your business.
You may find it challenging to learn and use if you don’t have much experience with similar software or lack a technical background.
FAQ About Capsule CRM
Is Capsule CRM cloud-based?
Yes, Capsule CRM is cloud-based. This means that it can be accessed from any internet-connected device, making it a convenient solution for businesses that need to be able to manage their customer relationships on the go.
Capsule CRM offers features that include email marketing, website personalization, social media service, automated reminders, and more. These features help businesses stay in touch with their customers and provide them with the necessary information and services.
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