Capsule: Complete Guide to CRM for Managing Contacts, Leads, Sales

What is Capsule

CRM means 'customer relationship management,' and CRM software like Capsules (https://capsulecrm.com/) allows you to track and manage business relationships between your company and contacts and customers. In this review, we will outline what Capsule does and why it could be useful for your company.

Capsule homepage

Capsule Features

Capsule functionality

We offer below an overview of Capsule's functionality (https://capsulecrm.com/features/).

Contact management

Capsule Contact Management

The contact management function (https://capsulecrm.com/features/contact-management-software/) gives an overview of the people and companies you are in business with.

Email Marketing & Tools

Capsule Email Marketing & Tools

Transpond (https://capsulecrm.com/features/email-marketing/) is a tool of email marketing which works perfectly in sync with Capsule to create a powerful combination of CRM and ESP (Email Service Provider). This tool allows you to send campaigns and email templates as well as integrate with Outlook or Gmail.

Tasks & Calendar

Capsule Tasks & Calendar

With Capsule you can create tasks for appointments, meetings, phone calls, deadlines and more (https://capsulecrm.com/features/tasks-and-calendar/), see who is doing what, and assign tasks.

Sales Pipeline

Capsule Sales Pipeline

With the Sales Pipeline (https://capsulecrm.com/features/sales-pipeline/) you can get a summary of all sales opportunities, including potential customers, where they are located, and next steps to be taken. The sales pipeline icon allows you to manage sales opportunities.

Sales analysis

Capsule Sales Analysis

The Sales Analytics tool (https://capsulecrm.com/features/sales-analytics/) allows you to monitor every aspect of the sales cycle with reports and insights.

Projects

Once the sale is made, you need to deliver the product or service. There is no need to take this work outside of Capsule. You can manage sales and services in one system using Projects, the integrated project management tool (https://capsulecrm.com/features/project-management-crm/).

Integrations

Supplement capsules

Capsule offers supplements (https://capsulecrm.com/integrations/#cats=all) to support every business need, including:

Opinions and reviews on Capsule

Capsule scored 4.3 out of 5 on https://www.g2.com/products/capsule-crm/reviews. Testimonials from users who have already taken advantage of Capsule are available at this page of the official website: https://capsulecrm.com/resources/customer-stories/.

Capsules opinions
Capsules opinions

Prices of Capsules

Capsule prices

The free version of Capsule has a limit of two users, allows up to 250 contacts to be stored, and has a limit of 50 MB of storage space.

You can choose from three subscription plans (https://capsulecrm.com/signup/):

  • Professional, at $18 per month;
  • Teams, at $36 per month;
  • Enterprise, at $54 per month.

The first 14 days are free when you subscribe to a new Professional, Teams or Enterprise plan.

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