Capsule customer relationship management (CRM) software has over 10,000 customers, including startups, small to medium-sized businesses (SMBs), and enterprise-sized companies, and they are happy with the CRM’s comprehensive but straightforward system. The CRM tool, which earned 4.7 stars out of 5 on G2, packs features that help businesses stay organized, build stronger customer relationships, and make the most of sales opportunities. Its reasonably priced plans also include project management and artificial intelligence (AI) features.
All rates and fees are current as of June 25, 2024, and are subject to change.
Capsule CRM
| Base price: | Starting at $18 per month |
| Free trial length: | 14 days |
| Free plan available: | Yes |
Pros
- Free plan and trial available
- Includes project management and scheduling features
- Intuitive interface makes it easy to navigate even for beginners
- Seamless integration with third-party apps, including Google Workspace and Microsoft 365
Cons
- No discounts available for onboarding several users
- Limited data storage even on higher plans
- Limited customization
Capsule CRM suits small businesses looking to enhance customer relationships with little manual input. It’s also a good option if you want a simple CRM tool that’s straightforward to use yet has the required functionality to help you stay on top of sales opportunities.
If you’re particular about using CRM software with advanced customization, analytics, and reporting or require unlimited storage, contact, sales pipeline, or project board offerings, you’re better off choosing another CRM software. This software lacks advanced functionality and a customizable plan that allows you to add features or increase its capacity.
Capsule CRM service plan overview
Capsule offers four plans priced per user, per month, but you can choose to pay monthly or annually, with annual subscriptions providing a 15% discount. Not only will you access features that enhance your customer relationships on a system that several customers agree is easy to use, but you’ll also enjoy seamless integration with more than 1,000 third-party apps on mobile and desktop devices, alongside 99.99% uptime.
This CRM system’s lowest tier offers a free version with limited features, while the higher tiers offer a 14-day trial and more features. For example, you’ll get 10 shared mailboxes, 100 sales pipelines, 100 project boards, 240,000 contacts, 1,000 email templates, and AI content assists, and unlimited custom fields on Capsule’s Ultimate plan.
| Plans | Features | Free trial or plan? |
Monthly price per user |
|---|---|---|---|
| Starter | 1 sales pipeline 1 project board 50 custom fields 30,000 contacts 5 email templates 1 shared mailbox 10 AI content assists Activity reporting Key integrations Task management Task reminders Customer milestone tracking |
Free plan available for two users and 250 contacts |
$21 |
| Growth | All Starter plan features plus: “Important” tags Workflow automation Custom activity types Advanced sales reporting User activity reporting User roles and permissions |
14-day trial | $38 |
| Advanced | All Growth plan features with up to 10X more capacity |
14-day trial | $60 |
| Ultimate | All Advanced plan features plus: Implementation support Import assistance Custom training Dedicated account manager Ongoing priority support |
14-day trial | $75 |
| Starter | |
|---|---|
| 1 sales pipeline 1 project board 50 custom fields 30,000 contacts 5 email templates 1 shared mailbox 10 AI content assists Activity reporting Key integrations Task management Task reminders Customer milestone tracking |
|
| Free plan available for two users and 250 contacts |
|
| $21 | |
| Growth | |
| All Starter plan features plus: “Important” tags Workflow automation Custom activity types Advanced sales reporting User activity reporting User roles and permissions |
|
| 14-day trial | |
| $38 | |
| Advanced | |
| All Growth plan features with up to 10X more capacity |
|
| 14-day trial | |
| $60 | |
| Ultimate | |
| All Advanced plan features plus: Implementation support Import assistance Custom training Dedicated account manager Ongoing priority support |
|
| 14-day trial | |
| $75 |
Best Capsule CRM plan for small businesses: Starter Plan
While larger enterprises find it rather basic, the Capsule Starter plan is ideal for smaller businesses looking to organize their contacts and leads, manage customer relationships, and seize sales opportunities. This CRM plan allows you to manage your contacts (up to 30,000) and provides an overview and deep dive into customer interactions, including calls and emails.
The Capsule Starter plan also helps you track sales opportunities by allowing you to track sales as they progress. But don’t forget that you can build only one sales pipeline with this plan, and its reporting function is limited.
Pros
- Allows you to create as many as 50 custom fields and handle 30,000 Contacts
- Includes task management and activity reporting
- Its free plan is generous, enabling two users
Cons
- Offers only one sales pipeline and one project board
- Lacks advanced sales reporting
- 50MB file storage is too low
Other services Capsule CRM offers
To help enhance the customer experience, Capsule CRM offers additional services such as:
- CRM migration: Easily migrate from another CRM software with a comma-separated values (CSV) or Excel file.
- Project management: Assign tasks and link tasks to contacts to organize sales, service, and support management and give team members visibility into projects and opportunities.
- Workflow automation: Capsule’s workflow automation reduces manual work and helps your team stay consistent. You can speed up processes with automated workflows and triggered responses for specific activities.
- AI content assistance: Generate email copies by entering a few prompts that tell the assistant what you want and which tone it should use.
- Email marketing: The add-on Transpond by Capsule will help you run email campaigns and monitor customer interaction with the emails you send. Its free version is available for up to 1,000 contacts.
- Voice-over-internet-protocol (VoIP) integration: Communicate with customers directly on Capsule CRM and access VoIP features such as call routing, recording, and tracking.
- Reporting and analytics: Capsule also provides activity reports and an overview of