The easy online CRM for doing business
Use Capsule to keep track of the people and companies you do business with, communications with them, opportunities in the pipeline, and what needs to be done when.
- Capsule Capsule Product Video
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.
- 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.
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.
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.
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.
- 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.
Ratings Summary
Rating score is a weighted average from the following respected sources:
-
GetApp: 4.5/5 from 21 user reviews
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G2 Crowd: 4/5 from 16 user reviews
-
Capterra: 4.5/5 from 8 user reviews
-
TrustRadius: 7.6/10 from 5 user reviews
-
Software Advice: 4.6/5 from 3 user reviews
Rating score is a weighted average from the following respected sources:
-
GetApp: 4.5/5 from 21 user reviews
-
G2 Crowd: 4/5 from 16 user reviews
-
Capterra: 4.5/5 from 8 user reviews
-
TrustRadius: 7.6/10 from 5 user reviews
-
Software Advice: 4.6/5 from 3 user reviews
