Capsule CRM Assessment (2024): Options, Pricing, Professionals and Cons – Uplaza

Capsule’s quick information Our ranking: 4 out of 5 Beginning worth: Free Key options: Kanban visible gross sales pipelines and dashboards. Job reminder emails. Google Information Studio integration. E-mail advertising and automations. Integrations for name recording, assist desk, lead era, and web site chatting. GDPR compliant.

Capsule is buyer relationship administration software program that gives quite a lot of gross sales and advertising options at aggressive costs. Its contact administration and pipeline instruments assist companies visualize particular person leads and full tasks from one dashboard with all of the up to date data for detailed stay reporting. Capsule even gives an AI content material assistant to assist reps create participating emails to nurture leads nearer to a sale.

Capsule can assist startups searching for a cheap instrument and small and mid-sized firms wanting intuitive on-line software program. In case you’re searching for a platform that may deal with a bigger capability of customers, gives extra strong tech options, or has particular business specializations, there are different choices to contemplate.

Pricing

• Free tier: Free for as much as 250 contacts and 50MB of storage per account.
• Starter: $18 per consumer per thirty days when billed yearly, or $21 per consumer when billed month-to-month. This consists of the whole lot within the free tier, plus 30,000 contacts, one gross sales pipeline, one challenge board, 50 customized fields, and extra.
• Development: $36 per consumer per thirty days when billed yearly, or $38 per consumer when billed month-to-month. This tier helps the whole lot in Starter, plus 60,000 contacts, 5 gross sales pipelines, 5 challenge boards, superior gross sales reporting, and extra.
• Superior: $54 per consumer per thirty days when billed yearly, or $60 per consumer when billed month-to-month. Options on this tier embody the whole lot in Development, plus 120,000 contacts, 1,000 AI content material assists, and extra.
• Final: $72 per consumer per thirty days when billed yearly, or $75 per consumer when billed month-to-month. This tier gives the whole lot within the Superior tier plus a devoted account supervisor and limitless customized fields.

Key options of Capsule

E-mail advertising

Capsule has a sister firm known as Transpond that the CRM software program seamlessly integrates with. Transpond is a particular advertising instrument that pulls and syncs all of the contact data, profiles, customized fields and extra straight from Capsule to assist arrange them into segmented advertising lists. Any updates to data in a single instrument mechanically displays within the different, making it straightforward for companies to run advertising campaigns and interact with high leads.

Misplaced cause reporting

Capsule gives quite a lot of gross sales stories the place customers can pull particular insights round particular person gross sales reps, shoppers, and tasks. These stories embody gained / misplaced alternatives, leaking pipelines, common time to gained, common gross sales worth, and misplaced causes. Capsule’s distinctive misplaced causes perception web page tracks each misplaced sale and defines the highest cause it didn’t shut. This function can assist people or complete groups determine gaps of their gross sales course of to organize higher rebuttals.

Workflow automation

Capsule’s workflow automation instruments assist companies scale back guide work, pace up their processes and assist shut out duties successfully and persistently. As an operational CRM, customers of Capsule can arrange workflows and set off actions to assist gross sales reps and managers at each stage of their gross sales cycle.

Along with gross sales duties, Capsule’s automations might be utilized to different enterprise processes. For instance, throughout the challenge administration function, customers can automate new rent processes to get new staff able to work faster.

Pipeline administration

Having gross sales pipeline administration software program permits organizations to view a abstract of all gross sales alternatives, together with potential earnings, their standing within the pipeline, and what must be performed subsequent. Capsule’s pipeline function gives detailed alternative monitoring and complete gross sales course of customization. Capsule additionally gives a particular a number of gross sales pipeline view the place companies can create pipelines that signify totally different merchandise, providers, and markets.

Capsule professionals and cons

Professionals	Cons
14-day free trial. Customers report responsive and useful buyer assist. Admins can add two-factor authentication for cell app entry.	Doesn’t supply an assigned gross sales crew or account supervisor. Free plan lacks reporting options. Restricted advertising integrations obtainable.

Alternate options to Capsule

Capsule offers a regular free trial along with a completely free CRM instrument. This free tier does include limitations round what number of contacts it could actually assist, no workflow automations, and capped integrations. Due to this, it is smart to see how Capsule compares to different suppliers with free variations of their instrument or which may cater to equally sized companies.

Prime alternate options to Capsule embody HubSpot, Pipedrive, and monday CRM.

Software program	Capsule	HubSpot	Pipedrive	monday CRM
Advertising and marketing options	Restricted	Sure	Restricted	Restricted
Business specializations	Sure	Sure	Sure	Sure
Integrations	Sure	Sure	Sure	Sure
AI-powered instruments	Restricted	Sure	Restricted	Restricted
Free-for-life model	Sure	Sure	No	Restricted
Beginning worth for premium tiers	$18 per consumer per thirty days	$20 per consumer per thirty days	$14 per consumer per thirty days	$12 per consumer per thirty days

HubSpot

HubSpot is a very fashionable buyer platform that connects gross sales, advertising, and knowledge groups by means of custom-made dashboards and open-source CRM integrations. Each HubSpot and Capsule supply gross sales analytics and reporting instruments that may show pipeline income and particular person and crew reporting. HubSpot uniquely gives over 1,500 extra applied sciences that may be built-in into the platform to make the instrument extraordinarily customizable.

For extra data, take a look at our unbiased HubSpot evaluation.

Pipedrive

Pipedrive is a sales-forward software program that helps companies of all sizes, and a number of industries, optimize lead administration and gross sales pipelines with AI and automations. Much like Capsule, Pipedrive customers reward its intuitive pipeline administration and gross sales monitoring interface. Whereas Pipedrive doesn’t have a endlessly free plan like Capsule, its paid tiers and have add-ons are barely extra inexpensive than Capsule.

Learn our Pipedrive evaluation for extra insights into its pricing, options, and extra.

monday CRM

monday CRM can be an operational CRM software program that gives a number of challenge administration targeted instruments for companies. Much like Capsule, monday CRM’s cell app is intuitive and helps gross sales reps not solely view lead contact data but in addition log new exercise. monday CRM does supply a really restricted endlessly free plan just for college students or non-profits that submit an utility for case-by-case approval.

To be taught extra, head over to my monday CRM evaluation.

Assessment methodology

To critically and successfully evaluation CRM suppliers like Capsule, I used an in-house rubric with standards and subcriteria that cowl basic CRM software program choices. I in contrast Capsule’s options, pricing plans, ease of use, and extra in opposition to high CRM suppliers and their requirements. I referenced Capsule’s on-line sources in addition to actual CRM consumer suggestions.

Capsule was scored with the next standards breakdown:

• Value: Weighted 25% of the entire rating.
• Core options: Weighted 25% of the entire rating.
• Integrations: Weighted 15% of the entire rating.
• Customizations: Weighted 15% of the entire rating.
• Ease of use: Weighted 10% of the entire rating.
• Buyer assist: Weighted 10% of the entire rating.

Steadily requested questions (FAQs)

What’s Capsule CRM used for?

Capsule is a gross sales and marketing-forward CRM that may assist small to mid-sized companies handle offers, observe productiveness, and enhance total buyer satisfaction. Instruments like gross sales pipelines, e-mail advertising, contact, and workflow administration all assist particular person gross sales reps, gross sales groups, and gross sales managers visualize ongoing offers to get them to the closed stage, all from one intuitive interface.

How a lot does Capsule CRM price?

Capsule has a free model of their instrument that has restricted options in comparison with the paid tiers. The primary paid plan by Capsule is $18 per consumer, per thirty days when billed yearly. From there, costs range relying on the extent of feature-access and performance your corporation needs. There are additionally function add-ons that companies can choose for an extra month-to-month payment.

Is Capsule straightforward to make use of?

Since Capsule is made for small companies, it does have a comparatively intuitive UX/UI that doesn’t require intensive technical experience to customise. Actual customers reward its flexibility and easy-to-learn interface. Along with a web based library of assist articles, video tutorials, and up to date blogs, Capsule additionally gives a free iOS and Android cell app for extra accessibility on the go.