Running a small business is a challenging feat.
You’re juggling tasks, chasing leads, and trying to build lasting customer relationships.
It can feel overwhelming, right?
That’s where a Customer Relationship Management (CRM) tool like Capsule CRM comes in.
But is it the right choice for your small business?
In this review, we’ll explore Capsule CRM’s features, pricing, & usability to help you decide if it’s the best value for your needs.
What is Capsule CRM?
Imagine a digital address book that does way more than just store names and numbers.
That’s Capsule CRM in a nutshell!
It’s a CRM system designed to help you manage your customers, organize your sales process, and build stronger relationships.
This CRM solution enables you to store all your customer details in one place.
Track interactions and manage deals from start to finish.
Additionally, Capsule CRM provides a straightforward and cost-effective way to manage your contacts without incurring significant expenses.
Who Created Capsule CRM?
It was created by a software company called Zestia, founded by Duncan Stockdill, Phillip Haines, and Wendy Rule.
They aimed to create CRM solutions that were user-friendly and affordable, particularly for small businesses.
They knew that many small businesses found existing CRM options too complex or too expensive per user.
Zestia’s goal was to help these businesses focus on what matters most: taking care of customers and growing their sales.
Besides Capsule CRM, Zestia also has another helpful tool called “Orangescrum” for project management.
Top Benefits of Capsule CRM
- Easy to use: Capsule CRM is known for its user-friendly interface. You don’t need to be a tech whiz to navigate it! This makes it easy for you and your team to get started quickly.
- Affordable pricing: They offer a free version with basic features for up to 2 users. Paid plans are also very competitive, making it a budget-friendly choice for small businesses.
- Powerful contact management: Organize all your customer information in one central hub. No more digging through spreadsheets or messy inboxes!
- Sales pipeline management: Visualize and track your sales deals from initial contact to close. You can even manage multiple sales pipelines for different products or services.
- Integrations: Capsule CRM seamlessly integrates with other popular tools you may already be using, such as Gmail, Mailchimp, and Zapier. This helps streamline your business processes and boost efficiency.
- Customization: Tailor Capsule CRM to fit your specific needs. You can customize fields, create custom reports, and adjust your sales pipelines to match your workflow.
- Mobile app: With their mobile app for iOS and Android devices, you can access your customer data and manage your sales on the go.
- Email marketing: Integrate with email marketing tools like Mailchimp to create targeted campaigns and nurture your leads.
- Great customer support: If you ever have questions or need help, Capsule CRM offers excellent customer support to assist you.
Best Features
What makes Capsule CRM stand out from the crowd?
Let’s take a closer look at some of its best features that can truly benefit your small business.
1. Contact Management
Capsule CRM makes it a breeze to keep all your customer information organized and accessible.
You can store everything from basic contact details (like names, emails, and phone numbers) to more detailed notes, files, and social media links.
This centralized system ensures everyone on your team has access to the latest customer information, helping you provide personalized service & build stronger relationships.
2. Sales Pipeline
Say goodbye to messy spreadsheets & sticky notes!
Capsule CRM offers a visual sales pipeline that enables you to track deals as they progress through your sales cycle.
You can easily see which deals are in progress, which ones need attention, and which ones are about to close.
This clear overview helps you stay on top of your sales process & identify potential roadblocks.
3. AI Content Assistant
Need help crafting compelling emails or social media posts? Capsule CRM’s AI Content Assistant can lend a hand.
This nifty tool can generate personalized content suggestions based on your customer data and sales context.
This saves you time and helps you communicate more effectively with your leads and customers.
4. Email Marketing
Stay connected with your audience through targeted email campaigns.
Capsule CRM integrates with popular email marketing platforms like Mailchimp, allowing you to segment your contacts and send personalized messages.
This helps you nurture your leads, promote your products or services, and build lasting relationships.
5. Sales Analytics
Track your sales performance & identify areas for improvement with Capsule CRM’s built-in analytics.
You can also generate reports on key metrics, such as deal conversion rates, revenue generated, and sales cycle length.
These insights help you understand what’s working well and where you can optimize your sales strategies.
Pricing
| Plan Name | Price (Billed Annually) | Key Features |
|---|---|---|
| Free | $0 | Two users, Free forever. |
| Starter | $18/user/month | 30,000 Contacts, Email Templates, AI-Powered Email Assistant. |
| Growth | $36/user/month | 60,000 Contacts, Workflow Automations, Multiple Sales Pipelines. |
| Advanced | $54/user/month | 120,000 Contacts, Multiple Project Boards. Contact Enrichment. |
Pros and Cons
Pros
Cons
Alternatives to Capsule CRM
Here are several Capsule CRM alternatives with a brief overview of each:
- GoHighLevel: An all-in-one marketing and sales platform designed for agencies and businesses, offering comprehensive tools, including funnel builders, email marketing, SMS automation, and client management.
- Pipedrive: A sales-focused CRM known for its intuitive visual sales pipelines, helping teams manage deals and track progress efficiently.
- Keap: Specializes in automation for small businesses, combining CRM functionalities with email marketing and sales pipeline management.
- ActiveCampaign: A customer experience automation platform that integrates marketing, sales, and e-commerce functionalities, allowing for personalized communication and automated workflows.
- HubSpot: A widely recognized platform offering a suite of “hubs” for sales, marketing, customer service, content management, and operations, ideal for businesses seeking integrated solutions.
- ClickFunnels: Primarily a sales funnel and landing page builder with some lead collection and basic email marketing capabilities, focusing on conversion-driven online campaigns.
- Folk: A simple, integrated, and proactive CRM with features like sales pipelines, email campaigns, contact management, and workflow automation.
- Instantly: This company specializes in lead generation and cold email outreach, providing customer relationship management, lead tracking, and sales process automation.
- ClickUp: A versatile work management platform that can be customized to function as a CRM, offering features like contact management, sales pipeline views, email integration, and customizable dashboards.
- Monday CRM: A highly customizable platform structured like a spreadsheet, allowing for full-cycle lead management, sales forecasting, email synchronization, and activity tracking.
- Insightly: A CRM suitable for small to mid-sized businesses, offering contact and project management, workflow automation, and robust reporting, along with a user-friendly interface.
- Freshsales CRM: A cost-effective option offering extensive features for sales teams, including lead communication, conversion tools, AI-based lead scoring, and strong integration capabilities.
- Salesforce: A robust, industry-leading CRM platform offering extensive features for sales, marketing, and service, known for its high customizability and scalability for larger enterprises.
- Zendesk: Primarily a customer service and support platform that also offers robust CRM capabilities, providing end-to-end customer interaction management and analytics.
Capsule CRM Compared
Here’s a brief comparison of Capsule CRM with these software solutions:
- Capsule CRM vs GoHighLevel: Capsule CRM excels in straightforward contact management and sales pipeline management, while GoHighLevel offers a comprehensive platform for sales, marketing automation, and lead generation.
- Capsule CRM vs Pipedrive: Capsule CRM provides a straightforward solution for managing contacts and sales, whereas Pipedrive is a visually driven sales pipeline management tool.
- Capsule CRM vs Keap: Capsule CRM focuses on simplicity and affordability for contact and sales tracking; Keap offers extensive marketing and sales automation features, often at a higher cost.
- Capsule CRM vs ActiveCampaign: Capsule CRM offers solid contact and pipeline management, while ActiveCampaign provides powerful marketing automation, email campaigns, and advanced segmentation capabilities.
- Capsule CRM vs HubSpot: Capsule CRM is a user-friendly, affordable CRM for managing customer interactions, whereas HubSpot offers a comprehensive suite of marketing, sales, and service tools, including both free and scalable paid options.
- Capsule CRM vs ClickFunnels: Capsule CRM is a tool for managing customer relationships, while ClickFunnels specializes in building sales funnels and optimizing conversion processes.
- Capsule CRM vs Folk: Capsule CRM is a straightforward contact management solution, whereas Folk focuses on collaborative contact organization and enrichment with modern features.
- Capsule CRM vs Instantly: Capsule CRM focuses on general contact and sales management, while Instantly is tailored for automated cold email outreach and sales engagement.
- Capsule CRM vs ClickUp: Capsule CRM is a dedicated CRM solution, whereas ClickUp is a versatile work management platform that incorporates CRM functionalities alongside project and task management.
- Capsule CRM vs Monday CRM: Capsule CRM offers simple contact and sales pipeline management, while Monday CRM provides highly customizable visual workflows and extensive team collaboration features.
- Capsule CRM vs Insightly: Capsule CRM focuses on ease of use and contact tracking, while Insightly offers a more comprehensive CRM with advanced project management features.
- Capsule CRM vs Freshsales CRM: Capsule CRM prioritizes simplicity in sales and contact management, while Freshsales CRM offers a more robust sales platform with AI-powered insights and advanced analytics.
- Capsule CRM vs Salesforce: Capsule CRM is ideal for small to medium-sized businesses seeking a simple and affordable CRM solution. Salesforce, on the other hand, is an enterprise-grade CRM offering extensive customization and scalability options for large organizations.
- Capsule CRM vs Zendesk: Capsule CRM focuses on sales and customer relationship management, while Zendesk is primarily a customer service platform that excels in ticketing and support solutions.
Personal Experience with Capsule CRM
My team recently adopted Capsule CRM to manage our growing client base and streamline our sales process.
We were seeking a user-friendly and affordable solution that would help us stay organized and enhance customer relationships.
Capsule CRM is delivered on all fronts!
Here’s how we leveraged Capsule CRM to achieve our goals:
- Centralized all client information: We imported all our client data into Capsule CRM, creating a single source of truth for our team. This eliminated the hassle of searching through multiple spreadsheets and email threads.
- Visualized our sales pipeline: Using Capsule CRM’s sales pipeline feature, we gained a clear visual representation of our sales process. This helped us track deals, identify potential roadblocks, and prioritize our efforts.
- Improved communication: We integrated Capsule CRM with our email marketing platform to send targeted communications to our clients. This allowed us to nurture relationships and stay top-of-mind.
- Tracked our progress: We utilized Capsule CRM’s reporting features to monitor our sales performance and identify areas for improvement. This data-driven approach helped us make informed decisions and optimize our sales strategy.
- Ease of use: The intuitive interface made it easy for our team to adopt & utilize the platform effectively.
- Contact management: Having all client information in one place streamlined our communication and improved customer service.
- Sales pipeline management: The visual pipeline provided a clear overview of our sales process, helping us stay on track.
- Integrations: Connecting Capsule CRM with our other business tools improved efficiency and automated tasks.
- Affordability: The competitive pricing made it a budget-friendly choice for our small business.
Final Thoughts
Capsule CRM is a great choice for small businesses.
It helps you stay organized, track your sales, and build stronger connections with your customers.
It’s simple to use, even if you’re new to CRM.
While it may not have all the bells and whistles of some bigger, more expensive CRM systems.
It offers the essential features most small businesses need.
Plus, it integrates with other popular tools you might already be using.
Want to see if Capsule CRM is the right fit for your business? Give their free trial a spin!
You can test out the features and see how they can help you grow your business.
Frequently Asked Questions
What is the main purpose of Capsule CRM?
Capsule CRM helps you build better relationships with your customers. It keeps all your customer information in one place, tracks your interactions, and enables you to manage your sales.
Is Capsule CRM suitable for large businesses?
While Capsule CRM is ideal for small to medium-sized businesses, larger businesses with more complex needs may need to enhance its features. It’s best for those who prioritize simplicity and ease of use.
Can I use Capsule CRM on my phone?
Yes! Capsule CRM offers a mobile app compatible with both iOS and Android devices. You can access your customer data & manage your sales pipeline from anywhere.
What kind of businesses benefit most from Capsule CRM?
Businesses that rely heavily on customer relationships, such as consultants, agencies, and small retailers, often find Capsule CRM to be very helpful.
Does Capsule CRM offer a free trial?
Absolutely! You can also try any of their paid plans for free for 14 days. This gives you the opportunity to explore the features and determine if it’s the right fit for your business.
