- Contacts: Share contacts, tag categorisation, add notes, track email history, document attachments, import contacts.
- Sales Pipeline: Collaborate, sales dashboard summary, standard and configurable milestones, history notes & documents, reports and extracts.
- Get things done: To-do list, calendar, link tasks to contacts, opportunities, or cases, share tasks, “track” linked tasks.
- Customisable: Create custom tags and fields, sales milestones, standard processes using “tracks”, branding.
- Lists: Manage groups of contacts using lists – save lists, use to email, export, apply tags, etc.
Access & Support:
- Users: Free plan – 2 users | Professional plan – unlimited users.
- Apps: Android, iPhone.
- Support: Online + Email | Mon-Fri, 9am-5pm.
Features & Options of Capsule
- Contacts: Share contacts, tag categorisation, add notes, track email history, document attachments, import contacts.
- Sales Pipeline: Collaborate, sales dashboard summary, standard and configurable milestones, history notes & documents, reports and extracts.
- Get things done: To-do list, calendar, link tasks to contacts, opportunities, or cases, share tasks, “track” linked tasks.
- Customisable: Create custom tags and fields, sales milestones, standard processes using “tracks”, branding.
- Lists: Manage groups of contacts using lists – save lists, use to email, export, apply tags, etc.
Access & Support:
- Users: Free plan – 2 users | Professional plan – unlimited users.
- Apps: Android, iPhone.
- Support: Online + Email | Mon-Fri, 9am-5pm.
Free: 2 users, 250 contacts, 10 MB storage | Professional: £8/user per month; 50,000 contacts, 2 GB/user storage, premium integrations.
Payment Discounts: None.
Trial/Warranty: 30 day free trial.
Other Costs: None.
Capsule Pricing
Free: 2 users, 250 contacts, 10 MB storage | Professional: £8/user per month; 50,000 contacts, 2 GB/user storage, premium integrations.
Payment Discounts: None.
Trial/Warranty: 30 day free trial.
Other Costs: None.
- Google: Google Apps.
- Invoicing and Accounting: Xero, FreshBooks, FreeAgent, KashFlow, Billiving, ClearBooks.
- Email List Marketing: MailChimp, Active Campaign, Mad Mimi, MPZ Mail, INinbox, Wishpond.
- Website Forms: Wufoo, Formstack, NinjaForms, Gravity Forms.
- Website Chat: ClickDesk, Userlike, Tidio Chat.
- Help Desk: Zendesk, Freshdesk, Help Scout, SupportBee, Enchant, LiveHelpNow.
- Email Tracking: Yesware, Tout.
- Contracts and Proposals: Quote Roller, Proposable, NiftyQuoter, Quotient, Plus23, PandaDoc, WebMerge, RightSignature, Signable, edocr, Document Leads, Direct Mail Manager.
- Dashboards: Grappster, Leftronic, SalesWally, Neatly.
- Integration Platforms: Zapier, PieSync, Flow XO, Netfuse, TidyWork, Cin7.
Integrations & Add-Ons
- Google: Google Apps.
- Invoicing and Accounting: Xero, FreshBooks, FreeAgent, KashFlow, Billiving, ClearBooks.
- Email List Marketing: MailChimp, Active Campaign, Mad Mimi, MPZ Mail, INinbox, Wishpond.
- Website Forms: Wufoo, Formstack, NinjaForms, Gravity Forms.
- Website Chat: ClickDesk, Userlike, Tidio Chat.
- Help Desk: Zendesk, Freshdesk, Help Scout, SupportBee, Enchant, LiveHelpNow.
- Email Tracking: Yesware, Tout.
- Contracts and Proposals: Quote Roller, Proposable, NiftyQuoter, Quotient, Plus23, PandaDoc, WebMerge, RightSignature, Signable, edocr, Document Leads, Direct Mail Manager.
- Dashboards: Grappster, Leftronic, SalesWally, Neatly.
- Integration Platforms: Zapier, PieSync, Flow XO, Netfuse, TidyWork, Cin7.
Rating score is a weighted average from the following respected sources:
Ratings Summary
Rating score is a weighted average from the following respected sources: