Capsule CRM

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SoftwareWorld Editorial Review

Why SoftwareWorld Chooses Capsule CRM

"Small teams and growing businesses often find Capsule CRM a practical choice for keeping customer relationships organized without feeling overwhelmed. It helps track contacts, deals, and follow-ups in a way that feels manageable rather than complicated. Simple contact management is where it really earns its place, especially for teams that just need clarity on where each relationship stands. That said, larger businesses needing deep reporting or advanced workflow automation may find it limiting over time."
SoftwareWorld Review Team
SoftwareWorld Highly Recommended 2026
Decision Snapshot

Capsule CRM Evaluation Snapshot

Review the most important product facts, official access information, and SoftwareWorld’s page-level trust standards in one place.

User Rating5.0 / 5
Starting Price$18 / month
Free Trial14 Days
Free VersionYes
APIAvailable
DeploymentCloud Hosted
HeadquartersUnited Kingdom
✎
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Product Overview

Capsule CRM Overview

Product description, media, company details, support, training, deployment, customer size, languages, and industries.

About Capsule CRM

Capsule CRM is a top-class and user-friendly software designed to streamline customer relationship management for businesses of all sizes. With its intuitive interface, Capsule CRM helps teams organize contacts, track interactions, and manage sales pipelines efficiently. The platform's contact management feature centralizes customer data, providing a comprehensive view of each relationship. Users can set tasks, schedule appointments, and receive timely notifications, ensuring no important follow-ups are missed. Capsule CRM's sales tracking tools offer a clear overview of deals in progress, helping teams prioritize and close sales effectively. The software also supports collaborative efforts with shared team calendars and file attachments. Capsule CRM is a practical solution for small businesses to big brands, promoting effective communication, organized workflows, and improved customer relationships.
Company Zestia
Founded 2009
Headquarters United Kingdom
Employees 11-50

Support

Email Chat Knowledge Base

Training

Webinar Documentation

Licensing & Deployment

Proprietary Cloud Hosted Web-Based iPhone Android Windows Mac

Typical Customers

Self-Employed Small-Business Midsize-Business Large-Enterprise-Business
Languages Supported 2 languages available
English Spanish
Industries Served 9 industries available
Education Management Financial Services Leisure & Travel Media Non-profit Organization Management Other Industries Photography Startups Travel & Tourism

Why Choose Capsule CRM

Problem it Solves

  • Problem it Solves Streamlines Customer Relationship Management For Better Organization And Communication

Target Users

  • Target Users Small Business Owners
  • Target Users Sales Teams
  • Target Users Account Managers
  • Target Users Customer Service Representatives
  • Target Users Entrepreneurs

Core Use Case

  • Core Use Case Manage Customer Relationships
  • Core Use Case Track Sales Opportunities
  • Core Use Case Organize Contact Information
  • Core Use Case Automate Workflows
  • Core Use Case Generate Reports

USP

  • USP Streamline Your Customer Relationships With Effortless Organization And Insights

Pros

  • Pros Clean interface makes daily contact management feel genuinely effortless
  • Pros Pipeline tracking gives sales teams clear visibility without overwhelming complexity
  • Pros Affordable pricing tiers work well for small and mid-sized businesses
  • Pros Google Workspace integration syncs contacts and emails without manual effort
  • Pros Custom fields let you tailor records to fit your workflow
  • Pros Mobile app keeps deal updates accessible while working away from desk
  • Pros Task management sits neatly alongside contact data in one place
  • Pros Capsule's API opens solid customization options for technically inclined teams

Cons

  • Cons Reporting depth falls short for data-driven sales teams
  • Cons Pipeline customization hits a ceiling with complex workflows
  • Cons Pricing tier jumps catch growing teams off guard
  • Cons Mobile app feels noticeably stripped down versus desktop experience
Editorial Buyer Guidance

Who Is Capsule CRM Best For?

Review the buyer problem, target users, practical use cases, and product differentiator identified by the SoftwareWorld review team.

Problem It Solves

Streamlines Customer Relationship Management For Better Organization And Communication

Target Users

  • Small Business Owners
  • Sales Teams
  • Account Managers
  • Customer Service Representatives
  • Entrepreneurs

Core Use Cases

  • Manage Customer Relationships
  • Track Sales Opportunities
  • Organize Contact Information
  • Automate Workflows
  • Generate Reports

Unique Selling Point

Streamline Your Customer Relationships With Effortless Organization And Insights

Strengths and Limitations

Capsule CRM Pros & Cons

Consider the practical advantages and limitations identified through SoftwareWorld's product assessment.

+

Pros

  • Clean interface makes daily contact management feel genuinely effortless
  • Pipeline tracking gives sales teams clear visibility without overwhelming complexity
  • Affordable pricing tiers work well for small and mid-sized businesses
  • Google Workspace integration syncs contacts and emails without manual effort
  • Custom fields let you tailor records to fit your workflow
  • Mobile app keeps deal updates accessible while working away from desk
  • Task management sits neatly alongside contact data in one place
  • Capsule's API opens solid customization options for technically inclined teams
!

Cons

  • Reporting depth falls short for data-driven sales teams
  • Pipeline customization hits a ceiling with complex workflows
  • Pricing tier jumps catch growing teams off guard
  • Mobile app feels noticeably stripped down versus desktop experience
Category-Based Capabilities

Capsule CRM Features

Each category combines the selected software category, its category-specific description, and the features assigned to that category.

Project Management Software 33 selected features Open category ↗ ⌄
Milestone Tracking Testing/QA Management Time & Expense Tracking Projections Alerts/Notifications Calendar Management Project Planning Project Scheduling Issue Management Billing & Invoicing Gantt/Timeline View Client Portal Kanban Board Collaboration Tools File Sharing Prioritization Risk Management Traditional Methodologies Task Management Status Tracking Resource Management Budget Management Task Progress Tracking Commenting/Notes Document Management Portfolio Management Agile Methodologies Activity Dashboard Idea Management Project Tracking Multiple Projects Real Time Updates Artificial Intelligence
Workflow Management Software 30 selected features Open category ↗ ⌄
Approval Process Control Reporting/Analytics Activity Dashboard Activity Tracking Role-Based Permissions Calendar Management Compliance Tracking Alerts/Notifications No-Code Email Management Real Time Notifications Collaboration Tools Document Storage Real Time Reporting Rules-Based Workflow Graphical Workflow Editor Task Management Search/Filter Monitoring Progress Tracking Document Management Drag & Drop Template Management Workflow Configuration Business Process Automation Commenting/Notes Access Controls/Permissions Forms Management Project Workflow Artificial Intelligence
Email Marketing Software 31 selected features Open category ↗ ⌄
Template Management Event Triggered Actions AB Testing Image Library Email Tracking Click Tracking Contact Database Dynamic Content Auto-Responders CRM Subscriber Management WYSIWYG Editor Campaign Analytics Contact Management CAN SPAM Compliance Customer Segmentation Multi-Channel Marketing List Management Spam Blocker Drag & Drop Campaign Scheduling Lead Capture Drip Campaigns Landing Pages/Web Forms Engagement Tracking Multi-Campaign eCommerce Integration Customer Journey Mapping GDPR Compliance ROI Tracking Artificial Intelligence
Construction CRM Software 25 selected features Open category ↗ ⌄
Project Management Data Import/Export Scheduling Quotes/Estimates Activity Tracking Document Management Job Costing Buyer Management Warranty Tracking Calendar Management Collaboration Tools Client Tracking Contract/License Management Task Management Change Order Management Communication Management Contact Management Project Tracking Subcontractor Management Sales Pipeline Management Email Marketing Bid Management Lead Management Procurement Management Artificial Intelligence
Contact Management Software 27 selected features Open category ↗ ⌄
Search/Filter Pipeline Management Social Media Integration Data Import/Export Prospecting Tools Task Management Customer Database Campaign Management Lead Nurturing Segmentation Email Management CRM Sales Forecasting Contact Management Calendar Management Document Storage Drag & Drop Collaboration Tools Lead Management Sales Pipeline Management Lead Distribution Email Marketing Opportunity Management Data Synchronization Interaction Tracking Lead Capture Artificial Intelligence
Online CRM Software 34 selected features Open category ↗ ⌄
Customizable Templates Sales Trend Analysis Calendar Management Lead Capture Workflow Management Interaction Tracking Opportunity Management Performance Metrics Email Management Pipeline Management Calendar Sync Email Marketing Task Management Forecasting Campaign Management Contact Management Document Storage Social Media Integration Collaboration Tools Sales Reports Web-based Deployment Lead Management Internal Chat Integration Lead Generation Lead Qualification Marketing Automation Quotes/Estimates Referral Tracking Reporting/Analytics Territory Management Deal Management Lead Nurturing Role-Based Permissions Artificial Intelligence
Lead Management Software 29 selected features Open category ↗ ⌄
Lead Nurturing Sales Reports Social Media Integration Monitoring Pipeline Management Template Management Lead Qualification Calendar Management Sales Forecasting Lead Distribution Prospecting Tools Task Management Document Storage Lead Segmentation Reminders Email Tracking Interaction Tracking CRM Web Forms Email Marketing Lead Capture Campaign Management Contact Management Workflow Management Sales Trend Analysis Source Tracking Lead Generation Opportunity Management Artificial Intelligence
Real Estate CRM Software 31 selected features Open category ↗ ⌄
Referral Tracking Commission Management Contact Database Lead Qualification Contact Management Campaign Management Access Controls/Permissions Client Management Email Marketing Pipeline Management Lead Management Activity Dashboard Lead Nurturing Interaction Tracking Reporting/Analytics Activity Tracking Document Management Appointment Management Alerts/Notifications Calendar Management Lead Generation Lead Distribution Client/Property Matching Task Management Segmentation Lead Capture Email Tracking For Real Estate Property Database Omnichannel Communications Artificial Intelligence
Social CRM Software 30 selected features Open category ↗ ⌄
Lead Capture Customer Support Lead Nurturing Activity Dashboard Data Visualization Brand Tracking Contact Management Customer Engagement Social Media Monitoring Social Promotion Sales Pipeline Management Email Marketing Reporting/Analytics Tagging Communication Management Audience Targeting Marketing Automation Calendar Management Content Management Sentiment Analysis Task Management Customer Database Social Media Integration Live Chat Email Tracking CRM Customer Social Profiles Collaboration Tools Engagement Tracking Artificial Intelligence
Financial CRM Software 29 selected features Open category ↗ ⌄
Expense Tracking Forecasting Template Management Relationship Tracking Interaction Tracking Access Controls/Permissions Activity Tracking Client Management Collaboration Tools Sales Reports Email Management CRM Search/Filter Email Marketing Task Management Document Management Lead Management Calendar Management Customer Database Campaign Management Marketing Automation Activity Dashboard Territory Management Contact Management Pipeline Management Lead Capture For Financial Institutions Financial Management Artificial Intelligence
Nonprofit CRM Software 28 selected features Open category ↗ ⌄
Contact Management Donation Tracking Campaign Management Interaction Tracking Real Time Notifications Email Marketing Donor Management Email Management Web Forms Access Controls/Permissions Task Scheduling Website Integration Grant Management Customer Database Credit Card Processing Membership Management CRM Accounting Integration Event Management Document Storage Forms Management Social Media Integration Registration Management Fundraising Management Committee Management Volunteer Management Electronic Payments Artificial Intelligence
Employee Engagement Software 27 selected features Open category ↗ ⌄
Performance Management Employee Recognition Real Time Data Progress Tracking Goal Management Surveys & Feedback Engagement Tracking Employee Onboarding Chat/Messaging Pulse Surveys Goal Setting/Tracking Gamification Training Management Benchmarking Feedback Management 360 Degree Feedback Performance Metrics Reporting/Analytics Communication Management Employee Reward Programs Question Library Employee Management Alerts/Notifications Employee Database Negative Feedback Management Employee Portal Artificial Intelligence
Event Marketing Software 13 selected features Open category ↗ ⌄
Audience Targeting Location-Based Marketing Email Marketing Registration Management Reporting/Analytics Promotions Management Website Management Event Calendar Customizable Branding Landing Pages/Web Forms Surveys & Feedback Social Promotion Artificial Intelligence
Student Engagement Platform Software 13 selected features Open category ↗ ⌄
For Higher Education Location Tracking Community Management Interactive Learning Orientation Workflow Management Polls/Voting Safety Management Mobile App Communication Management K-12 Student Group Management Event Calendar Artificial Intelligence
Video Editing Software 20 selected features Open category ↗ ⌄
Video Stabilization 3D Video Editing Audio Capture Video Editing Multimedia Support Text Overlay Split/Merge Text Editing Preview Functionality Media Library Watermarking Supports HD Resolution Video Capture Brand Overlay Speed Adjustment Collaboration Tools Social Sharing Content Management Animations & Transitions Artificial Intelligence
Video Making Software 15 selected features Open category ↗ ⌄
Voice-Over/Audio Social Sharing Collaboration Tools Drag & Drop Text Overlay Media Library Animation Video Capture Templates Text to Video Privacy Options Video Editing Video Creation Customizable Branding Artificial Intelligence
Video Management Software 14 selected features Open category ↗ ⌄
Closed Captions Multi-Channel Distribution Reporting/Analytics Video Editing Privacy Options Social Sharing Video Streaming Mobile Screen Support Brand Overlay Content Library Bulk Uploading Video Tagging Video Creation Artificial Intelligence
Video Marketing Software 11 selected features Open category ↗ ⌄
Media Library Customizable CTAs Email Marketing Lead Capture Customizable Branding Video Editing ROI Tracking Multi-Channel Distribution Templates Social Sharing Artificial Intelligence
CRM Software 30 selected features Open category ↗ ⌄
Referral Tracking Mobile Access Lead Qualification Contact Database Sales Pipeline Management Territory Management Quotes/Estimates Customizable Fields Calendar/Reminder System Marketing Automation Task Management Interaction Tracking Social Media Integration Pipeline Management Lead Capture Forecasting Contact Management Email Management Lead Generation Workflow Management Activity Dashboard Internal Chat Integration Segmentation Alerts/Notifications Document Storage Lead Management Reporting/Analytics Data Import/Export AI/Machine Learning Artificial Intelligence
Connected Applications

Capsule CRM Integrations

Integration information is displayed only when approved integration products are available on the profile.

Showing 8 of 12 integrations
Pricing Information

Capsule CRM Pricing

Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.

Pricing Type Per User
Preferred Currency USD ($)
Free Trial 14 Days
Free Version Yes
Payment Frequency Annual Subscription, Monthly Subscription
Pricing Page ↗
Starter
$18 Per Month
Growth
$36 Per Month
Advanced
$54 Per Month

Prices shown are profile information and may not include taxes, regional differences, introductory terms, usage limits, or add-ons. Confirm current plans on the vendor website.

Verified User Feedback

Capsule CRM Reviews

Approved reviews submitted through verified Google or LinkedIn reviewer accounts.

Write a Capsule CRM Review ↗
5.0
Based on 1 approved review
5 stars 100%
4 stars 0%
3 stars 0%
2 stars 0%
1 star 0%
Abhilash S.
Abhilash S. Accountant

Consistent and Efficient CRM That Delivers Results

Capsule has been one of the most consistent CRM solutions we have used. It performs reliably and helps keep our customer data well organized. I really appreciate how efficient the system is and how smoothly it fits into our daily workflow. Overall, Capsule has proven to be a dependable and effective CRM that delivers exactly what we need.

Reviewed on May, 2024
Frequently Asked Questions

Capsule CRM FAQs

Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.

Capsule CRM is a top-class and user-friendly software designed to streamline customer relationship management for businesses of all sizes. With its intuitive interface, Capsule CRM helps teams organize contacts, track interactions, and manage sales pipelines efficiently. The platform's contact management feature centralizes customer data, providing a comprehensive view of each relationship. Users can set tasks, schedule appointments, and receive timely notifications, ensuring no important follow-ups are missed. Capsule CRM's sales tracking tools offer a clear overview of deals in progress, helping teams prioritize and close sales effectively. The software also supports collaborative efforts with shared team calendars and file attachments. Capsule CRM is a practical solution for small businesses to big brands, promoting effective communication, organized workflows, and improved customer relationships.

  • Yes, Capsule CRM offers a free version.

  • Yes, Capsule CRM offers a free trial.

  • No, Credit Card details are not required for the Capsule CRM trial.

  • Capsule CRM offers the following pricing plans & packages:

    Starter

    $18 Per Month

    Growth

    $36 Per Month

    Advanced

    $54 Per Month

  • Capsule CRM supports the following payment frequencies:

    • Annual Subscription , Monthly Subscription

  • Yes, Capsule CRM offers an API.

  • Capsule CRM can be integrated with the following applications:

    • FreshBooks , QuickBooks Online , Xero , Mailchimp , Google Workspace , Slack , Microsoft Outlook , Shopify , Trello , Zendesk Suite , Microsoft 365 , Zapier

  • Capsule CRM offers support with the following options:
    • Email , Chat , Knowledge Base

  • Capsule CRM offers training with the following options:
    • Webinar , Documentation

  • Capsule CRM supports the following languages:
    • English , Spanish

  • Following are the typical users of the Capsule CRM:
    • Self-Employed , Small-Business , Midsize-Business , Large-Enterprise-Business

  • Capsule CRM supports the following deployment:
    • Cloud Hosted

  • Capsule CRM supports the following devices and operating systems:
    • Web-Based , iPhone , Android , Windows , Mac
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