Overview

Capsule CRM is a straightforward yet powerful CRM solution designed to help businesses manage their relationships, sales pipelines, and tasks effectively. Launched in 2009, Capsule has been simplifying CRM processes for thousands of businesses worldwide.

Capsule CRM’s Key Features

• Contact Management: Maintain a centralized database of contacts, including customers, vendors, and leads, with detailed histories of interactions and communications.
• Sales Pipeline Management: Visualize and manage your sales opportunities through customizable pipelines, helping to track progress and forecast revenue.
• Task and Calendar Management: Create, assign, and track tasks and appointments, ensuring that follow-ups and deadlines are met promptly.
• Custom Fields and Tags: Tailor Capsule to your business needs by adding custom fields and tags to categorize and segment contacts and opportunities effectively.
• Integration Capabilities: Seamlessly connect with popular applications such as G Suite, Microsoft 365, Mailchimp, and Xero to streamline workflows and data synchronization.

Who Capsule CRM is Good For

Capsule CRM is ideal for:

• Small to Medium-Sized Businesses (SMBs): Its simplicity and affordability make it suitable for growing companies that need an effective CRM without extensive setup or training.
• Sales Teams: With robust sales pipeline management and task tracking, sales professionals can efficiently manage leads and close deals faster.
• Service-Based Businesses: The project management features allow service providers to track client projects and deliverables effectively.

What’s Unique About Capsule CRM

Capsule CRM stands out for its balance of simplicity and functionality. Unlike overly complex systems, Capsule offers a user-friendly interface that requires minimal training, allowing teams to get up and running quickly. Its flexibility through custom fields and tags enables businesses to tailor the CRM to their specific processes. Additionally, the seamless integration with a wide range of third-party applications enhances its utility without necessitating significant changes to existing workflows.

Capsule CRM Pricing

Capsule CRM offers several pricing tiers to accommodate different business needs. We recommend the Growth plan as a balanced option for organizations seeking comprehensive features at a reasonable cost:

• Free: Suitable for up to 2 users, includes 250 contacts, 1 sales pipeline, and basic features. Ideal for individuals or small startups testing the CRM.
• Starter: At $18 per user per month (billed annually), this plan offers 30,000 contacts, multiple sales pipelines, and premium integrations.
• Growth: Priced at $36 per user per month (billed annually), the Growth plan includes 60,000 contacts, advanced sales reporting, and workflow automation. We recommend this plan for businesses seeking a balance between functionality and cost.
• Advanced: At $54 per user per month (billed annually), this tier provides 120,000 contacts, custom integrations via API access, and dedicated account management.
• Ultimate: For $72 per user per month (billed annually), the Ultimate plan offers 240,000 contacts, enhanced security features, and priority support.

For the most current and detailed pricing information, it is advisable to visit Capsule CRM’s official pricing page.