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About Capsule
Capsule from Zestia is a cloud-based CRM application that enables small and midsize organizations to keep track of the people and organizations they do business with, along with their interactions and opportunities in the sales pipeline. Capsule also provides a ticket management module to help employees resolve customer support inquiries. Tasks and notifications assigned to contacts, deals and cases help users understand what needs to be done when.
Capsule offers many customization options to help tailor the system to meet the needs of different businesses, including custom fields, tags and branding options. It also allows users to define sales processes with configurable milestones for each stage of the pipeline. Each milestone is linked with a success criterion that is used to generate revenue forecasts.
Capsule supports integrations with a range of leading small-business solutions for customer support, email marketing, document management and accounting. The solution is available on a per user per month subscription basis.
Capsule pricing
Capsule has a free version and offers a free trial. Capsule paid version starts at USD 21.00/month.
Starting Price:
USD 21.00/month
See pricing details
Free Version:
Yes
Free trial:
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Capsule Reviews
Feature rating
5 reviews of 161
View all reviews
Peter
- Industry: Aviation & Aerospace
- Company size: 2–10 Employees
- Used Daily for 6-12 months
-
Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5
5
Reviewed on 04/11/2020
Best CRM I've ever used
Peace of mind for my business
Pros
Visual presentation of the data, ease of access, monthly subscription, data capture, project tracking, email link capability, mobile access.
Cons
The CRM had no functions that I disliked
Reasons for Switching to Capsule
All other products were too complex with difficult to set up daily interactionsResponse from Zestia
Hi Peter,
Chloe here from Capsule. Thanks for taking the time out to write a review about Capsule - we're really glad it's helping your business!
Replied 10/11/2020
Robert
- Industry: Education Management
- Company size: 2–10 Employees
- Used Daily for 6-12 months
-
Review Source
Value for Money
5
Features
3
Ease of Use
5
Customer Support
0
4
Reviewed on 04/08/2022
A simple CRM that allowed us to hit the ground running
Overall I have been pleasantly surprised. I at first thought the system would be too underpowered for what we needed, but it has actually delivered on what we have needed and the simplicity of changing things has allowed us to easily experiment with our processes until we have things right. It has suited our small team very well - and I look forward to seeing how well it scales with us.
Pros
I like the simplicity of the system. It was very quick and easy both to setup (and make changes to) and then to use the system. It has been very easy to train new employees on. The system has some good power around workflows - which have helped us lock down our processes and helped new staff to follow them. It has a good integration with Xero which has saved us a lot of time and has just released an integration into a mail campaign tool (Transpond) which looks to be a nice added bonus.
Cons
The system doesn't have a document generation tool (so you need to generate invoices and quotes in a separate system). It also is comparatively underpowered in the reports you can generate (even when you upgrade to the higher tiers that have additional reporting functionality). You can export full data sets to CSV - so we have built what we needed in Excel, but it would be nice to have it saved as reports and visualisations in the system. There also isn't the flexibility around notifications that I am previously used to (and so we have had to adjust the workflows a little).
Alternatives Considered
Salesforce StarterReasons for Switching to Capsule
The initial price point was cheaper for Capsule (about half the price of Salesforce) - and I and other key staff members of the team had experience of setting up Salesforce and found that there was just a lot more to do before you could start using the system (and another step change of work before you could start using it again).Response from Zestia
Hi Robert,
Chloe from Capsule here. Thanks for taking the time to write a detailed review - it really helps our team when we receive first-hand feedback. We're so happy to hear that Capsule is helping your business and saving you time in a variety of ways. We've also taken onboard your feedback regarding document generation, reports and notifications. If anything should change on any of those fronts - you'll be the first to know. Regardless, we're very happy that you've been surprised by Capsule and look forward to helping your business scale in the future.
Replied 09/08/2022
Michael
- Industry: Management Consulting
- Company size: 11–50 Employees
- Used Weekly for 2+ years
-
Review Source
Value for Money
4
Features
2
Ease of Use
4
Customer Support
4
3
Reviewed on 23/03/2024
Could be great but it has a fatal flaw.
I am hoping that they will fix the above deficiency quickly or we have to change to a different app.
Pros
Simplicity. Price. It appeared to be the right product for the right price.
Cons
They don’t understand the mission critical relationship between logging an activity and a related task generation. It has to be done entirely manually with no auto reminders or follow-ups. It seemed like such a basic requirement that I didn’t even check for it. My bad.
Ben
- Industry: Leisure, Travel & Tourism
- Company size: Self Employed
- Used Daily for Free Trial
-
Review Source
Value for Money
5
Features
4
Ease of Use
4
Customer Support
5
4
Reviewed on 13/09/2023
Day #1 of the evaluation
Pros
DAY #1 - yes, I know, I know its early days but after using a high-powered corporate CRM for 20 years I find Capsules underlying principles of operations intuitive , and easy to understand. I accept there is much to do to get me back up and running in my small business but I'm really confident after my painful transition from a large US corporate CRM that it wont be as painless and frustrating. Also let me highlight an outstanding feature of Capsule. Hardware, software, R&D catchup, and leapfrog etc is the nature of the industry. But what my intuition tells me after a long time in the game what will set this company apart (and I've seen many over the years: good and abysmal) is the quality and calibre of the support. The support team wants me to succeed! :) and that gives me a lot of energy. I have spent 40 years in the IT game and to get a support response from halfway round the world in 4 hrs gives me great confidence. I will report back again year!
Cons
I will report back in the next 6 months to give an update.
Jesse
- Industry: Online Media
- Company size: Self Employed
- Used Daily for 6-12 months
-
Review Source
Value for Money
4
Features
5
Ease of Use
5
Customer Support
0
5
Reviewed on 16/12/2021
Capsule is simple to use and just the right number of features
I've been using Capsule for several months and I am very happy. Occasionally I try other apps just to see, but none of them are as easy to use. Capsule feels like a gem of a CRM in a field crowded with lots of apps. If you need reminders of who to follow up with and when, Capsule does that really well—and can grow with you as you grow. Next year I'll likely need to upgrade from the free level, and I'll gladly do so.
Pros
As a service provider I have a lot of contacts to track. I tried several CRMs (Hubspot, Monday, etc) but none were as simple to use as Capsule. I had basic needs: track new contacts and set reminders to follow up. While other apps had those features alongside dozens of other tools, Capsule made it very easy to start tracking and reminding right away. And that's on a free level!
The Gmail extension works really well and makes adding tasks quick and easy.
Cons
If I was nitpicky, I'd say maybe a more modern design. But it's not strictly utilitarian, and it's simplicity makes it easy to do what I need.
Reasons for Switching to Capsule
Other CRMs were pretty complicated for what I needed. I first tried Hubspot, but I was lost in all the features. All I needed to do was set reminders to follow up with people. While the other CRMs do that, it felt like I had to swim through a dozen other features to get there. I was able to start using Capsule immediately and knew exactly what to do. And with the Gmail extension, it's even simpler.Response from Zestia
Hi Jesse,
Chloe here from Capsule. Thanks for taking the time to write a review - that's really going to help other people considering Capsule. We're happy to hear that you're finding Capsule so easy to use, especially compared to alternatives you considered and that it's helping you to do what you need to.
Replied 11/01/2022
