An In-Depth Review of Capsule CRM for Small and Medium-Sized Businesses

Capsule CRM is a brand-new and cutting-edge customer relationship management solution that was created with the intention of being easy to use while still retaining the capacity to become more powerful as your company expands. It is designed to meet the requirements of smaller teams and has a starting price of $18 per user per month for the Professional tier. The primary goals of this plan are to improve sales, organization, and efficiency while reducing costs. We are seeing this trend to feature expansion in several CRM competitors, such as Insightly CRM and Less Annoying CRM. Capsule CRM integrates a wide range of functionality that is aimed at solving the customer contact and management challenges that are faced by small to midsize businesses (SMB).

Sales Creatio or Zoho CRM, which have more extensive capabilities such as analytics and marketing automation, are two options that could be beneficial to consider for medium-sized businesses and small enterprises. Capsule CRM includes comprehensive functionality for managing contacts, tasks, and calendars; a sales pipeline tracker; and a wealth of reports to bolster data-driven decision making. Capsule CRM, much like Insightly CRM, offers a wide variety of customization options to meet the needs of small and medium-sized businesses. In addition to that, users of Android and iOS can access some of the features of the website through dedicated mobile applications.

Capsule is aware that not all companies operate in the same manner and that there is a wide variety of products that can be integrated to work together in a cohesive manner. When Capsule is connected to QuickBooks, for example, it is able to siphon contacts from the accounting software. QuickBooks is the most notable integration that Capsule supports. Integrations of a comparable nature are also provided by Capsule CRM for use with Freshbooks, Cash Flow, Xero, Sage, and Free Agent.

Pricing and User Interface

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The basic version of Capsule CRM, which allows for up to 250 contacts and can be used by up to two users at no cost, is available to those who sign up for the free tier of the service. The Professional Tier has a cost of $18 per user per month, is designed for small teams, and should satisfy the CRM needs of the vast majority of startups and small to medium-sized businesses. The Professional Tier provides its users with unlimited Cases, Tracks, Custom Fields, and Sales Opportunities in addition to 50,000 Contacts and 10 GB of storage space per user. In addition, premium integrations such as G Suite, Xero, MailChimp, Wufoo, and many others comprise this package. Users will have access to a mobile app that can be used on iOS and Android devices, as well as reporting on activity and sales.

The Teams tier has a cost of $36 per user per month and is designed for businesses that are in the growth stage and require the ability to manage teams, apply deeper data segmentation, and track the performance of teams. Subscribers to the Team’s plan receive everything that is included in the Professional plan, in addition to 100,000 Contacts and 20GB of storage space for each user, advanced sales reporting, user roles and restrictions, individualized activity types, and personalized Google Data Studio reports. Capsule CRM is priced higher than both Less Annoying CRM and Insightly CRM, placing it in the middle of the pricing spectrum for CRM solutions.

The design of Capsule CRM is striking in its understated simplicity. Once you have successfully logged in, you will notice six simple icons on the dashboard. These icons correspond to the following categories: People and Organizations, Calendar and Tasks, Sales Pipelines, and Cases. There is a search bar that can be used to look for anything at the very top of the page, and there is also a button that allows you to quickly add new people, organizations, opportunities, and cases, as well as import contacts. Next to that is your account name, which will take you to a page where you can access your preferences and account settings. You can also use this page to access the Getting Started portal, which will take you to a page that contains helpful video walkthroughs of how to manage contacts, configure Capsule, Calendar and tasks, Sales Pipeline, Emails and Activity, Integrations, and the support portal. Individuals as well as Organizations

The minimalist approach taken by Capsule CRM makes use of the efficiency that can be found in mobile or web-based apps in an effort to make the most of the adaptability and user-friendliness offered by software of that type. Your tasks and the most recent updates are featured prominently on the primary Dashboard page.

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Capsule CRM Collaboration Configuration

We found that Capsule had a wide range of configuration options, which was one of its advantages. Because of this, it is now possible to mold the experience the user has in a variety of different ways. Adding users to a Capsule CRM account can make it possible for teams and departments to collaborate while also contributing to an increased sense of organization. For those who are familiar with applications such as Trello or Asana, which help keep track of who is responsible for which tasks and projects, as well as integrate group communications and calendars, Capsule CRM offers a streamlined version of this functionality.

If you click on the People and Organizations level, you will be able to view the most recent communications, even if you are not currently participating in the phone call or the email thread. This not only helps to forge stronger relationships with contacts, but it also ensures that members of the team do not continue to discuss topics that have already been covered with a contact.

The integration of team members into Capsule CRM makes it simple to collaborate with one another on the journey of the customer. It also makes it possible to get an overview of the current customer situation at a glance, which is helpful for new members of the team or managers who need to jump in and see what all has been accomplished quickly.

A history of contacts provides context for collaborative work. When you do business with a company, you are provided with a well-organized account of the notes and activities that have been added on each individual working for that company. This includes notes taken during phone calls, information gleaned from meetings, and correspondence carried out via email. All of this supplementary information is essential for gaining a general understanding of a situation, and it helps both businesses and the customers they serve save a significant amount of time. The use of a universal search across all of these notes is now possible thanks to Capsule CRM. The built-in task manager is also convenient because it holds a list of things that need to be done, such as scheduling phone calls and meetings, sending invoices, and performing other important follow-up tasks.

It is possible to decide the level of access a user will have to various features and functions when inviting a new user to an account. This can be done before the new user is added. When you or your customer wants to control who has the ability to export critical data, or when you are working with temporary team members or freelancers who don’t need to have access to sensitive data, this is helpful. It is also helpful when you are dealing with customers who want to control who has the ability to export sensitive data. When a user receives an email containing the relevant link, the process of setting up a new user is considered complete. This allows the user to generate their own passwords.

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Integration Capabilities

Capsule, just like many of its other software-as-a-service (SaaS) competitors, places a significant amount of importance on integration. It is considered to be an important factor for customer selection if the software and tools are compatible with those of competing companies. Capsule CRM boasts an impressively long list of integration options, some of which are contact management with Google Contacts and PieSync, contracts and proposals with NiftyQuoter, WebMerge, Quotient, Better Proposals, TinyBuild, and Signable, and so on. MailChimp, Mad Mimi, and MPZ Mail are all integrated with Capsule, making it convenient for users who run email marketing campaigns. In addition to this, Capsule CRM is compatible with Zendesk, Help Scout, Enchant, and Support Bee.

Zapier, Microsoft Flow, Flow XO, Cyclr, Integromat, Automatie.io, Zoho Flow, Flow.ly, and LeadsBridge are some of the integration platforms that give users access to a wider range of integration options. Capsule CRM was developed from the ground up with integration with a large number of other applications that work well within the SMB market in mind from the very beginning. Because of its ability to quickly import contacts from other programs, Capsule CRM is ideally suited for use either as an addition to the toolkit already in place at a small to medium-sized business (SMB) or as the foundation for a small business software and services solutions stack.

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User Support

Providing small and medium-sized businesses with access to a powerful and flexible tool will not be successful if the application lacks an understandable user interface and adequate support. The user interface of Capsule CRM is extremely straightforward and uncluttered, despite concealing an extensive feature set. While some users will have no trouble adapting to this system, small and medium-sized businesses may find it difficult to become familiar with all of the features.

The good news is that Capsule CRM comes equipped with a comprehensive and user-friendly user support portal. This portal contains a wide variety of how-to articles that users can consult in order to get assistance with completing a variety of tasks. The support page goes into a lot of detail, covering not only the fundamental capabilities but also some obscure but essential procedures as well (i.e. managing multiple sales pipelines). The website for support is very well documented and straightforward to navigate. There is a mail form that customers can use in the event that they require guidance from a person. The form also includes a list of other options, such as a link to the support portal and a selection of Popular Articles.

The support site for Capsule CRM is an excellent illustration of a solutions portal, which is likely to pique the interest of smaller SMBs and CRM managers who are naturally adept at finding solutions. Email support is excellent and is to be expected at this price range; however, I would have liked to see a real-time chat option or a more expedient way to get in touch with a real person. Even though it comes at an additional cost, chat support is readily available in competitive products such as Insightly CRM and Zoho CRM. The process of onboarding new customers is becoming increasingly streamlined across a variety of Software-as-a-Service offerings, and small and medium-sized businesses are beginning to prioritize this convenience.

The ability of Capsule CRM to save its users time through integration with more established accounting services such as QuickBooks, Xero, and Freshbooks is its primary strength. Through integrations with these solutions, it is possible to transfer contacts directly into the CRM, which eliminates the need for a great deal of manual input. Small and medium-sized businesses are now free to concentrate their efforts on marketing, estimating, and billing. Users of QuickBooks who have the appropriate permissions can generate quick invoices directly from the Capsule CRM interface. The integration capabilities of Capsule CRM are among its most notable strengths. Due to the fact that it is a more recent solution, it has been designed to work well with the software solutions that are currently the most widespread.

Capsule CRM stands out as an elegant and clutter-free customer relationship management (CRM) solution that is priced affordably for small and medium-sized businesses. Its openness to integration, as well as the excellent self-help support website it provides, are designed to jumpstart the marketing and CRM operations of businesses and help them move toward making sales.

The Bottom Line

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Capsule CRM makes an effort to set itself apart from the competitive small and medium-sized business (SMB) market by incorporating innovative features centered on analytics and collaboration. These features, when combined, work to ensure that all members of a team are on the same page.

Techexplains Team

Techexplains Team

We are a team of digital marketing experts with years of experience in website builders. CRM tools, project management software helping businesses of all sizes achieve their marketing goals. We are writing about benefits of using SaaS for businesses, and sharing our top picks for the best tools currently available on the market. Whether you are a small business owner looking to streamline your marketing efforts or a larger enterprise seeking to improve your marketing efficiency, we hope that you will find this useful and informative.