Capsule CRM review September 2024: CRM features, pricing, and scalability
Capsule customer relationship management (CRM) software has over 10,000 customers, including startups, small to medium-sized businesses (SMBs), and enterprise-sized companies, and they are happy with the CRM’s comprehensive but straightforward system. The CRM tool, which earned 4.7 stars out of 5 on G2, packs features that help businesses stay organized, build stronger customer relationships, and make the most of sales opportunities. Its reasonably priced plans also include project management and artificial intelligence (AI) features.
Capsule CRM
| Base price: | Starting at $18 per month |
| Free trial length: | 14 days |
| Free plan available: | Yes |
Capsule CRM service plan overview
Capsule offers four plans priced per user, per month, but you can choose to pay monthly or annually, with annual subscriptions providing a 15% discount. Not only will you access features that enhance your customer relationships on a system that several customers agree is easy to use, but you’ll also enjoy seamless integration with more than 1,000 third-party apps on mobile and desktop devices, alongside 99.99% uptime.
This CRM system’s lowest tier offers a free version with limited features, while the higher tiers offer a 14-day trial and more features. For example, you’ll get 10 shared mailboxes, 100 sales pipelines, 100 project boards, 240,000 contacts, 1,000 email templates, and AI content assists, and unlimited custom fields on Capsule’s Ultimate plan.
| Plans | Features | Free trial or plan? |
Monthly price per user |
|---|---|---|---|
| Starter | 1 sales pipeline 1 project board 50 custom fields 30,000 contacts 5 email templates 1 shared mailbox 10 AI content assists Activity reporting Key integrations Task management Task reminders Customer milestone tracking |
Free plan available for two users and 250 contacts |
$21 |
| Growth | All Starter plan features plus: “Important” tags Workflow automation Custom activity types Advanced sales reporting User activity reporting User roles and permissions |
14-day trial | $38 |
| Advanced | All Growth plan features with up to 10X more capacity |
14-day trial | $60 |
| Ultimate | All Advanced plan features plus: Implementation support Import assistance Custom training Dedicated account manager Ongoing priority support |
14-day trial | $75 |
| Starter | |
|---|---|
| 1 sales pipeline 1 project board 50 custom fields 30,000 contacts 5 email templates 1 shared mailbox 10 AI content assists Activity reporting Key integrations Task management Task reminders Customer milestone tracking |
|
| Free plan available for two users and 250 contacts |
|
| $21 | |
| Growth | |
| All Starter plan features plus: “Important” tags Workflow automation Custom activity types Advanced sales reporting User activity reporting User roles and permissions |
|
| 14-day trial | |
| $38 | |
| Advanced | |
| All Growth plan features with up to 10X more capacity |
|
| 14-day trial | |
| $60 | |
| Ultimate | |
| All Advanced plan features plus: Implementation support Import assistance Custom training Dedicated account manager Ongoing priority support |
|
| 14-day trial | |
| $75 |
Best Capsule CRM plan for small businesses: Starter Plan
While larger enterprises find it rather basic, the Capsule Starter plan is ideal for smaller businesses looking to organize their contacts and leads, manage customer relationships, and seize sales opportunities. This CRM plan allows you to manage your contacts (up to 30,000) and provides an overview and deep dive into customer interactions, including calls and emails.
The Capsule Starter plan also helps you track sales opportunities by allowing you to track sales as they progress. But don’t forget that you can build only one sales pipeline with this plan, and its reporting function is limited.
Pros
- Allows you to create as many as 50 custom fields and handle 30,000 Contacts
- Includes task management and activity reporting
- Its free plan is generous, enabling two users
Cons
- Offers only one sales pipeline and one project board
- Lacks advanced sales reporting
- 50MB file storage is too low
Other services Capsule CRM offers
To help enhance the customer experience, Capsule CRM offers additional services such as:
- CRM migration: Easily migrate from another CRM software with a comma-separated values (CSV) or Excel file.
- Project management: Assign tasks and link tasks to contacts to organize sales, service, and support management and give team members visibility into projects and opportunities.
- Workflow automation: Capsule’s workflow automation reduces manual work and helps your team stay consistent. You can speed up processes with automated workflows and triggered responses for specific activities.
- AI content assistance: Generate email copies by entering a few prompts that tell the assistant what you want and which tone it should use.
- Email marketing: The add-on Transpond by Capsule will help you run email campaigns and monitor customer interaction with the emails you send. Its free version is available for up to 1,000 contacts.
- Voice-over-internet-protocol (VoIP) integration: Communicate with customers directly on Capsule CRM and access VoIP features such as call routing, recording, and tracking.
- Reporting and analytics: Capsule also provides activity reports and an overview of each contact’s performance to show which actions convert customers better.
The Capsule CRM platform and customer support
Capsule CRM is considered intuitive and easy to use, even for those new to CRM automation. Several customers agree you’ll get a clear overview of sales pipelines and can dig into contact details with only a few clicks. The straightforward platform allows you to customize fields to suit your business structure.
If you encounter any issues, there’s a searchable knowledge base and video tutorials with information on optimizing its CRM features. You can also create a ticket form, email support@capsulecrm.com Monday through Friday, or tweet @CapsuleCRM and an agent will respond as soon as possible.
Subscribers to the Ultimate plan also receive implementation support, custom training, and a dedicated customer success manager.
Is Capsule secure?
Capsule CRM encrypts your data and employs security features such as single sign-on (SSO) and two-factor authentication (2FA) to protect it against intrusion. Servers are hosted at Amazon Web Services (AWS) and it has multiple certifications and reports from renowned security regulators, including the Payment Card Industry (PCI) and Service Organization Controls (SOC). There is staff on call to respond to security alerts.
Account administrators can also control user access with restrictions and permissions. No security breaches have been reported since the company’s inception.
Capsule user reviews
Capsule scored 4.5 stars out of five with almost 200 reviews on Capterra. G2’s nearly 300 reviews earned the CRM provider a 4.7-star rating out of 5. Users commended Capsule’s layout, saying that it’s intuitive and easy to navigate, even for beginners. Those who contacted the support team were happy with the timely and helpful responses they received.
Most complaints about Capsule were about its limited customization, reporting, and project management features.
Compare Capsule alternatives
 Capsule: Starter |
 Apptivo: Lite |
 Freshsales: Growth |
|---|---|---|
| Base monthly cost per user | Base monthly cost per user | Base monthly cost per user |
| $21.00 | $20.00 | $11.00 |
| Maximum number of users | Maximum number of users | Maximum number of users |
| Limit not specified | Limit not specified | Limit not specified |
| Free trial length | Free trial length | Free trial length |
| 14 days | 30 days | 21 days |
| Learn more | Learn more | |
| Read our Apptivo review | Read our Freshsales review |
Is Capsule right for you?
Capsule is an excellent choice for small teams that want a straightforward approach to managing their customers and automating their workflows. Its pricing also fits those with limited budgets, mainly because of its generous free plan. However, there are better CRM systems for those looking for robust customization or reporting features and larger enterprises needing larger capacity or discounts for bulk seats.
Frequently asked questions
Is Capsule CRM free?
Capsule offers a free-forever version with two user seats, 250 contacts, 25 custom fields, and 50MB storage capacity. This free CRM plan enables sales monitoring, collaboration, customization, and integration on a small scale. However, it’s missing offerings such as email templates, workflow automation, a project board, and a sales pipeline dashboard. Also, you won’t be able to connect to Outlook Calendar or send emails from shared mailboxes.
Is Capsule CRM customizable?
Yes, it allows you to customize fields to match your brand. You can add your brand logo to the login page, choose a color scheme, add categories and activities to your dashboard, customize milestones within your sales pipelines, and add social media profiles and avatars to contacts.
Is Capsule CRM easy to use?
Yes, and that’s its key selling point. The CRM dashboard is straightforward to use for team members who are nontech savvy and those new to CRM systems. Capsule CRM also allows you to customize fields in the way you want them to appear.
