Capsule is an easy-to use CRM system suitable for small to medium-sized businesses, particularly those using Google Apps.
Used by thousands of businesses globally, it is competitively priced and it provides a feature set that will allow its users to efficiently manage a large database, identify business opportunities, track communications and manage a sales pipeline with relative ease.
Google Apps Integration
Manage your contacts all in one place and share the same view of a contact with your team. Track all communication with a contact and attach files and notes to a contact record.
Tasks and Calendar Create tasks for appointments, meetings, phone calls, submission deadlines and more. See who’s doing what and share tasks with co-workers.
Tracks Create Tracks to make sure the same set of tasks are followed for each sales opportunity or case.
Sales PipelineGet a complete summary of your opportunities with our sales dashboard, including potential values, where they are in your pipeline, and what needs to be done next.
Customize Capsule Create custom fields to capture information unique to your business and create custom tags to group contacts how you want them to be categorised
Capsule Mobile Use the Capsule mobile app and stay in the loop wherever you are.
Starting from: $15.00/month
Credit card required: Yes
Free: Up to 2 users; 10MB storage; 250 contacts
Professional: $15/month, per user. 30 day free trial; 2GB storage per user; 50,000 contacts.
Included in plan:
10MB of Storage
1 user(s) / month
Included in plan:
2GB storage per user
Premium integrations such as GSuite, Xero, FreshBooks, Mailchimp, Wufoo
Does this service integrate with any other apps?
Capsule integrates with: G Suite; invoicing and accounting apps such as Xero, email marketing apps, website forms, contract and proposal apps, helpdesk support, telephone, VoIP and web chat services and more.
Does this service offer guides, tutorials and or customer support?
There is email support Monday to Friday and an extensive set of support documentation as well as getting started guides.
What are some applications this service is commonly used in tandem with?
It is most commonly used with G Suite, Xero, FreshBooks, MailChimp, Zendesk, Wufoo Forms, Zapier and lots of other services.
Does this service offer an API?
The Capsule API allows developers to create applications that can retrieve or update data in Capsule account. There's a link to the API docs on the website.
Who are the main user groups of this service?
Main users of this service are small and medium-sized companies.
What is this service generally used for?
It is used for customer relationship management, and contacts and pipeline management.
What platforms does this service support?
This service is web-based, works on Linux, Mac, Windows, Android, and iPhone.
Does this service offer multi-user capability (e.g. teams)?