Capsule Crm Reviews & Ratings

Capsule CRM Review

Capsule CRM is a versatile and user-friendly customer relationship management platform suitable for small and medium-sized businesses. It efficiently organizes and streamlines vital customer information, interactions, and communications. Capsule offers a range of features, including contact management, sales tracking, task scheduling, and email integration.

Its intuitive interface and customizable options enable teams to effectively manage leads, monitor sales pipelines, and improve customer relationships. With the focus on simplicity and efficiency, the CRM empowers businesses to build stronger connections with their customers and drive growth. It also integrates with popular apps such as Google G Suite, MailChimp, QuickBooks and Zapier.

Pros & Cons of Capsule CRM

• User-friendly Interface
• Highly customizable
• Organizes and manages contact information
• Offers mobile apps for users to access it from anywhere

• Limited reporting and analytics capabilities
• Basic task automation system
• Imposes data storage limits in basic plans
• Not easy to learn at beginning as it is a little complex to understand

Capsule CRM Features: What Can it Do to Your Business?

Capsule CRM enables businesses to effectively manage their customer relationships and streamline their sales processes. Some of the key features of CRM giant include:

• Contact Management: Users can store and manage vital contact details in a centralized database, including names, emails, phone numbers, addresses, and custom fields.
• Sales Pipeline Tracking: The platform allows monitoring and management of sales opportunities through customizable pipelines, providing a clear view of each deal's progress and potential revenue.
• Task Management: Users can schedule tasks, set reminders, and track to-do lists related to specific contacts, deals, or projects, enhancing task management and productivity.
• Email Integration: It seamlessly integrates with popular email providers, enabling users to view and track email conversations on a single platform, promoting efficient communication.
• Social Media Integration: Companies can link social media profiles to every contact, gaining insights about their likes and preferences and facilitating higher engagement.
• Reporting and Analytics: It provides basic reporting tools to analyze sales performance, track lead sources, and evaluate customer interactions.
• Mobile Apps: It offers mobile applications for iOS and Android, enabling users to access and update customer data on the go.
• AI Content Assistant: The platform includes an inbuilt AI chatbot, simplifying the process of creating emails or other content, thereby saving time and effort.

What are a Few Limitations of Capsule CRM?

Despite being one of the best choices for customer relationship management, it comes with certain limitations that need to be addressed.

• Scalability: Although it is suitable for small and medium-sized businesses, larger enterprises or those experiencing rapid growth may encounter challenges in scaling the platform to meet their expanding needs.
• Email Marketing Features: While Capsule integrates with email providers, it may lack the advanced email marketing features typically found in dedicated email marketing platforms. Businesses seeking comprehensive email marketing capabilities might need to integrate with a separate solution.
• Learning Curve: Users new to CRM software or transitioning from other platforms may face a learning curve when using this CRM, potentially impacting their initial productivity. Capsule CRM alternatives usually have a simpler interface.
• Contact List Limitations: Depending on the chosen pricing plan, Capsule CRM might impose restrictions on the maximum number of contacts allowed. This limitation could pose challenges for businesses managing a large customer base.

Capsule CRM Pricing: How Much Does It Cost?

• Professional: This is for small teams who want to be more organized and increase sales. It supports up to 50,000 contacts and offers 10GB storage per user along with the features for sales pipeline, 10 AI content assists, activity reporting, and many more.
• Teams: This plan suits growing businesses of all sizes. This plan comes with features such as support for 100,000 contacts, 20GB storage per user, workflow automation, 1000 AI content assists, advanced sales reporting, and many more.
• Enterprise: This plan is for large scale businesses. Key features include premium onboarding, dedicated account management and priority support. Additional services offered include 200000 contacts, 40GB storage per user, implementation support, custom training, 500 email templates, and many more.

Capsule CRM: Ease of Use

It is a simple, straightforward, and clutter-free platform. It is an easy-to-use CRM for businesses to manage contacts, build relationships, make more sales and be more organized. It is also very easy to configure the platform.

Capsule CRM: Integrations

It can be integrated with various tools from different categories such as customer success, google, help desk, inventory management, invoicing and accounting, and many more. Some of the popular integrations supported by Capsule CRM are Gmail, Microsoft Outlook, Looker Studio, Connector, Zendesk, Microsoft Power Automate, and many more.

What are the Competitors of Capsule CRM?

• HubSpot CRM: It is a popular option among small to medium-sized businesses, offering a user-friendly interface along with contact management, sales tracking, marketing automation, and customer support features.
• Salesforce: It is known as one of the largest and most renowned CRM platforms. It provides a comprehensive array of solutions for businesses of all sizes. It encompasses sales, marketing, and service functionalities, while offering extensive customization options.
• Zoho CRM: It is a flexible CRM platform catering to businesses of varying sizes. It delivers sales automation, marketing automation, customer support, and analytics features.
• Pipedrive: It specializes in sales pipeline management, gaining popularity among sales teams for its visual sales pipeline tracking and automation tools. It provides sales automation features, email marketing, and marketplace integrations such as asana and slack. It also helps with lead generation, web visitor tracking, and many more.
• Copper: It is a CRM platform tailored to seamlessly integrate with Google Workspace (formerly G Suite). It prioritizes simplified contact management and sales tracking. With Copper CRM, you can organize contacts, automate tasks, perform email marketing, track deals, generate reports, and integrate with popular apps.

Techjockey’s Verdict

Capsule CRM is a user-friendly platform ideal for small to medium-sized businesses. It offers essential features for contact management, sales tracking, and email integration. While it is not quite suitable for large enterprises, its simplicity and customization options foster stronger customer relationships and drive growth.