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Benefits and Insights

Why use Capsule CRM?

Key differentiators & advantages of Capsule CRM

  • Cloud Hosting: Eliminates downtime and lagging due to updates, while gaining easy access to the latest version online with a seamless sync of data and activities. 
  • Mobile Accessibility: Enable remote task management with accessibility on all mobile devices and tablets through native iOS and Android apps. 
  • Integrations: Connect with over 50 pre-built NHS integrations with solutions for customer support, email marketing, accounting and more. An open API creates add-on services and integrates with other applications as needed. 
  • Data Safety: Ensure data safety through SSL-encrypted servers hosted in Amazon’s data centers. Periodic backup of data keeps information safe and secure. 
  • Dashboard: Get updates on the current status and historical trends of KPIs, such as sales opportunities and milestones, with an easy-to-read, real-time visual interface. 
  • Customization: Easily customize using fields, tags and branding options to meet business needs. Measure sales processes with quantifiable milestones for each stage of the pipeline, which in turn can be used to generate revenue forecasts. 

Industry Expertise

Capsule is best suited for small- to mid-sized businesses and is suitable for any industry.

Key Features

  • Contact Management: Stores and tracks information corresponding to all contacts, including opportunities, leads, vendors and customers. Contact and communication information is shareable on a company-wide, team-wide and individual level, making collaboration seamless. 
  • Document Management: Enables publishing, storing, editing and sharing documents like agreements, proposals and more via a central platform. 
  • Tasks and Calendar: Manages and tracks tasks and activities that get synced with the calendar to manage daily schedules. Routine tasks can be set on periodic repetition and processes can be defined using interlinked tasks. 
  • Sales Pipeline: Provides a complete view of the sales pipeline and manages sales opportunities by tracking critical stages, values and probabilities of closing a deal. 
  • Reports: Monitors every aspect of the sales cycle from sales data to pipeline insights and activity stats to aid data-driven decisions. Rule-based success factors support generating revenue forecasts. 
  • Teams & Roles: Allows creation of teams, lead assignment and new opportunities to designated sales representatives for project management. Managers can control access based on the user, user role, groups and more. 
  • Customer Support and Case Management: Offers a dedicated customer support portal that tracks and resolves issues. Create and share a knowledge base to address common questions by customers and manage call center activities for faster response time and higher customer satisfaction.. 

Limitations

These limitations, based on user feedback, are current as of the creation of this review:

  •  Unstable Google integrations. 
  •  Weak user permissions leading to data security concerns. 
  •  Lacks customizable fields. 

Suite Support

Support is available from Monday to Friday during business hours.
mail_outlineEmail: [email protected]
phonePhone: Not available.
schoolTraining: Offers onboarding and customer training through documentation.
local_offerTickets: In case of any issue, support guides are available at their Support Center. However, tickets can be raised to resolve and escalate issues.

Capsule CRM Reviews

Average customer reviews & user sentiment summary:

169 reviews

88%

of users would recommend this product

Synopsis of User Ratings and Reviews

Based on an aggregate of reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst.

Pros

  • Customization: The platform’s adaptive nature and personalization options are an advantage, according to 71% of users who mention customization.
  • User-Friendly: It’s intuitive and automatically stores data about clients, as noted by 100% of users who reviewed this feature.
  • Tracking and Reporting: The solution allows custom tracking and offers robust reporting, as observed by 71% of users who mentioned these features.
  • Customer Service: The customer service is remarkable and offers instant support, with 60% of reviewers referencing support saying they were happy with it.
  • Integration: The platform integrations work seamlessly and can connect with all G Suite apps to make work easier, according to 60% of users who reviewed this feature.

Cons

  • Not Cost-Effective: Out of the total users who mentioned the cost, 60% suggested the platform gets expensive as the number of users increases.
  • Restricted Free Version: The free version is only meant for two users and 250 contacts, and 71% of users referencing the free version stated that it restricts functionality.
  • Not Mobile-Friendly: The mobile app isn’t very user-friendly and could use some updates, according to 66% of reviews mentioning the app.

Researcher's Summary:

Capsule offers cloud-based tools, including customization options for fields, tags and branding. The platform has limitations in terms of marketing integrations, cost against the features offered and the free version offers limited functionality, contact records and users. However, it offers a well-versed support team along with potent tracking and reporting features that enhance the user experience. Reviews also noted its intuitive nature and G Suite integration as strengths. Businesses looking for structured sales processes with configurable milestones should consider Capsule.

User Sentiment i

Based on 169 reviews:

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