Is Capsule CRM proper for what you are promoting?

All charges and costs are present as of June 25, 2024, and are topic to alter. 

Capsule CRM service plan overview

Capsule presents 4 plans priced per consumer, monthly, however you’ll be able to select to pay month-to-month or yearly, with annual subscriptions offering a 15% low cost. Not solely will you entry options that improve your buyer relationships on a system that a number of prospects agree is straightforward to make use of, however you’ll additionally take pleasure in seamless integration with greater than 1,000 third-party apps on cell and desktop gadgets, alongside 99.99% uptime.  

This CRM system’s lowest tier presents a free model with restricted options, whereas the upper tiers provide a 14-day trial and extra options. For instance, you’ll get 10 shared mailboxes, 100 gross sales pipelines, 100 challenge boards, 240,000 contacts, 1,000 e mail templates, and AI content material assists, and limitless customized fields on Capsule’s Final plan. 

Finest Capsule CRM plan for small companies: Starter Plan

Whereas bigger enterprises discover it somewhat fundamental, the Capsule Starter plan is right for smaller companies seeking to manage their contacts and leads, handle buyer relationships, and seize gross sales alternatives. This CRM plan permits you to handle your contacts (as much as 30,000) and gives an summary and deep dive into buyer interactions, together with calls and emails. 

The Capsule Starter plan additionally helps you observe gross sales alternatives by permitting you to trace gross sales as they progress. However don’t overlook you could construct just one gross sales pipeline with this plan, and its reporting perform is restricted. 

Different providers Capsule CRM presents 

To assist improve the buyer expertise, Capsule CRM presents extra providers equivalent to: 

• CRM migration: Simply migrate from one other CRM software program with a comma-separated values (CSV) or Excel file.
• Venture administration: Assign duties and hyperlink duties to contacts to prepare gross sales, service, and assist administration and provides group members visibility into tasks and alternatives. 
• Workflow automation: Capsule’s workflow automation reduces handbook work and helps your group keep constant. You’ll be able to pace up processes with automated workflows and triggered responses for particular actions. 
• AI content material help: Generate e mail copies by getting into a couple of prompts that inform the assistant what you need and which tone it ought to use.  
• E-mail advertising and marketing: The add-on Transpond by Capsule will aid you run e mail campaigns and monitor buyer interplay with the emails you ship. Its free model is obtainable for as much as 1,000 contacts. 
• Voice-over-internet-protocol (VoIP) integration: Talk with prospects straight on Capsule CRM and entry VoIP options equivalent to name routing, recording, and monitoring. 
• Reporting and analytics: Capsule additionally gives exercise experiences and an summary of every contact’s efficiency to point out which actions convert prospects higher. 

The Capsule CRM platform and buyer assist 

Capsule CRM is taken into account intuitive and simple to make use of, even for these new to CRM automation. A number of prospects agree you’ll get a transparent overview of gross sales pipelines and might dig into contact particulars with only some clicks. The simple platform permits you to customise fields to fit your enterprise construction. 

For those who encounter any points, there’s a searchable information base and video tutorials with data on optimizing its CRM options. You may as well create a ticket kind, e mail assist@capsulecrm.com Monday by Friday, or tweet @CapsuleCRM and an agent will reply as quickly as potential. 

Subscribers to the Final plan additionally obtain implementation assist, customized coaching, and a devoted buyer success supervisor.

Is Capsule safe?

Capsule CRM encrypts your knowledge and employs safety features equivalent to single sign-on (SSO) and two-factor authentication (2FA) to guard it in opposition to intrusion. Servers are hosted at Amazon Net Companies (AWS) and it has a number of certifications and experiences from famend safety regulators, together with the Fee Card Business (PCI) and Service Group Controls (SOC). There’s workers on name to reply to safety alerts. 

Account directors may management consumer entry with restrictions and permissions. No safety breaches have been reported for the reason that firm’s inception. 

Capsule consumer evaluations

Capsule scored 4.5 stars out of 5 with virtually 200 evaluations on Capterra. G2’s practically 300 evaluations earned the CRM supplier a 4.7-star ranking out of 5. Customers counseled Capsule’s structure, saying that it’s intuitive and simple to navigate, even for rookies. Those that contacted the assist group had been proud of the well timed and useful responses they acquired. 

Most complaints about Capsule had been about its restricted customization, reporting, and challenge administration options.

Examine Capsule alternate options

Capsule: Starter	Apptivo: Lite	Freshsales: Development
Base month-to-month price per consumer	Base month-to-month price per consumer	Base month-to-month price per consumer
$21.00	$20.00	$11.00
Most variety of customers	Most variety of customers	Most variety of customers
Restrict not specified	Restrict not specified	Restrict not specified
Free trial size	Free trial size	Free trial size
14 days	30 days	21 days
	Be taught extra	Be taught extra
	Learn our Apptivo evaluate	Learn our Freshsales evaluate

Is Capsule best for you?

Capsule is a superb selection for small groups that desire a easy strategy to managing their prospects and automating their workflows. Its pricing additionally matches these with restricted budgets, primarily due to its beneficiant free plan. Nonetheless, there are higher CRM methods for these searching for strong customization or reporting options and bigger enterprises needing bigger capability or reductions for bulk seats. 

Ceaselessly requested questions