Capsule CRM evaluate September 2024: CRM options, pricing, and scalability

Capsule CRM

Base worth:	Beginning at $18 per thirty days
Free trial size:	14 days
Free plan obtainable:	Sure

Capsule CRM service plan overview

Capsule presents 4 plans priced per person, per thirty days, however you possibly can 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 clients agree is simple to make use of, however you’ll additionally get pleasure from seamless integration with greater than 1,000 third-party apps on cell and desktop units, 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. 

Greatest Capsule CRM plan for small companies: Starter Plan

Whereas bigger enterprises discover it relatively primary, the Capsule Starter plan is good for smaller companies trying to arrange their contacts and leads, handle buyer relationships, and seize gross sales alternatives. This CRM plan means that you can handle your contacts (as much as 30,000) and supplies an outline 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 neglect you could construct just one gross sales pipeline with this plan, and its reporting operate is restricted. 

Different providers Capsule CRM presents 

To assist improve the buyer expertise, Capsule CRM presents further providers akin to: 

• CRM migration: Simply migrate from one other CRM software program with a comma-separated values (CSV) or Excel file.
• Undertaking administration: Assign duties and hyperlink duties to contacts to prepare gross sales, service, and assist administration and provides staff members visibility into tasks and alternatives. 
• Workflow automation: Capsule’s workflow automation reduces handbook work and helps your staff 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 coming into a couple of prompts that inform the assistant what you need and which tone it ought to use.  
• Electronic mail advertising and marketing: The add-on Transpond by Capsule will enable you to 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 clients immediately on Capsule CRM and entry VoIP options akin to name routing, recording, and monitoring. 
• Reporting and analytics: Capsule additionally supplies exercise studies and an outline of every contact’s efficiency to indicate which actions convert clients higher. 

The Capsule CRM platform and buyer assist 

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

For those who encounter any points, there’s a searchable data base and video tutorials with info on optimizing its CRM options. You may as well create a ticket type, e-mail assist@capsulecrm.com Monday by way of 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 security measures akin to single sign-on (SSO) and two-factor authentication (2FA) to guard it in opposition to intrusion. Servers are hosted at Amazon Internet Companies (AWS) and it has a number of certifications and studies from famend safety regulators, together with the Fee Card Trade (PCI) and Service Group Controls (SOC). There may be employees on name to reply to safety alerts. 

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

Capsule person evaluations

Capsule scored 4.5 stars out of 5 with virtually 200 evaluations on Capterra. G2’s almost 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 straightforward to navigate, even for novices. Those that contacted the assist staff had been proud of the well timed and useful responses they obtained. 

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

Evaluate Capsule options

Capsule: Starter	Apptivo: Lite	Freshsales: Progress
Base month-to-month price per person	Base month-to-month price per person	Base month-to-month price per person
$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 wonderful selection for small groups that desire a easy strategy to managing their clients and automating their workflows. Its pricing additionally suits these with restricted budgets, primarily due to its beneficiant free plan. Nonetheless, there are higher CRM programs for these on the lookout for sturdy customization or reporting options and bigger enterprises needing bigger capability or reductions for bulk seats. 

Incessantly requested questions