Capsule is buyer courting control tool that gives various gross sales and advertising and marketing options at aggressive costs. Its touch control and pipeline gear assist companies visualize person leads and full tasks from one dashboard with the entire up to date knowledge for detailed are living reporting. Capsule even gives an AI content material assistant to assist reps create enticing emails to nurture leads nearer to a sale.

Capsule can make stronger startups on the lookout for an economical device and small and mid-sized corporations in need of intuitive on-line tool. If you’re on the lookout for a platform that may maintain a bigger capability of customers, gives extra powerful tech options, or has explicit trade specializations, there are different choices to believe.

Pricing

• Free tier: Free for as much as 250 contacts and 50MB of garage in step with account.
• Starter: $18 in step with consumer per 30 days when billed every year, or $21 in step with consumer when billed per month. This comprises the whole lot within the loose tier, plus 30,000 contacts, one gross sales pipeline, one undertaking board, 50 customized fields, and extra.
• Growth: $36 in step with consumer per 30 days when billed every year, or $38 in step with consumer when billed per month. This tier helps the whole lot in Starter, plus 60,000 contacts, 5 gross sales pipelines, 5 undertaking forums, complicated gross sales reporting, and extra.
• Advanced: $54 in step with consumer per 30 days when billed every year, or $60 in step with consumer when billed per month. Features on this tier come with the whole lot in Growth, plus 120,000 contacts, 1,000 AI content material assists, and extra.
• Ultimate: $72 in step with consumer per 30 days when billed every year, or $75 in step with consumer when billed per month. This tier gives the whole lot within the Advanced tier plus a devoted account supervisor and limitless customized fields.

Key options of Capsule

Email advertising and marketing

Capsule has a sister corporate known as Transpond that the CRM tool seamlessly integrates with. Transpond is a unique advertising and marketing device that draws and syncs the entire touch knowledge, profiles, customized fields and extra without delay from Capsule to assist order them into segmented advertising and marketing lists. Any updates to knowledge in a single device routinely displays within the different, making it smooth for companies to run advertising and marketing campaigns and have interaction with best leads.

Lost explanation why reporting

Capsule gives various gross sales stories the place customers can pull explicit insights round person gross sales reps, shoppers, and tasks. These stories come with gained / misplaced alternatives, leaking pipelines, reasonable time to gained, reasonable gross sales worth, and misplaced causes. Capsule’s distinctive misplaced causes perception web page tracks each misplaced sale and defines the highest explanation why it didn’t shut. This function can assist people or complete groups establish gaps of their gross sales procedure to arrange higher rebuttals.

Workflow automation

Capsule’s workflow automation gear assist companies cut back handbook paintings, accelerate their processes and assist shut out duties successfully and persistently. As an operational CRM, customers of Capsule can arrange workflows and cause actions to make stronger gross sales reps and bosses at each degree in their gross sales cycle.

In addition to gross sales duties, Capsule’s automations may also be implemented to different industry processes. For instance, throughout the undertaking control function, customers can automate new rent processes to get new staff able to paintings sooner.

Pipeline control

Having gross sales pipeline control tool permits organizations to view a abstract of all gross sales alternatives, together with possible earnings, their standing within the pipeline, and what must be executed subsequent. Capsule’s pipeline function gives detailed alternative monitoring and overall gross sales procedure customization. Capsule additionally gives a unique a couple of gross sales pipeline view the place companies can create pipelines that constitute other merchandise, services and products, and markets.

Capsule execs and cons

Alternatives to Capsule

Capsule supplies a typical loose trial along with a completely loose CRM device. This loose tier does include boundaries round what number of contacts it may well make stronger, no workflow automations, and capped integrations. Because of this, it is smart to peer how Capsule compares to different suppliers with loose variations in their device or that would possibly cater to in a similar way sized companies.

Top possible choices to Capsule come with HubSpot, Pipedrive, and monday CRM.

HubSpot

HubSpot is a very talked-about buyer platform that connects gross sales, advertising and marketing, and knowledge groups thru custom designed dashboards and open-source CRM integrations. Both HubSpot and Capsule be offering gross sales analytics and reporting gear that may show pipeline earnings and person and staff reporting. HubSpot uniquely gives over 1,500 further applied sciences that may be built-in into the platform to make the device extraordinarily customizable.

For additional info, take a look at our unbiased HubSpot overview.

Pipedrive

Pipedrive is a sales-forward tool that is helping companies of all sizes, and a couple of industries, optimize lead control and gross sales pipelines with AI and automations. Similar to Capsule, Pipedrive customers reward its intuitive pipeline control and gross sales monitoring interface. While Pipedrive doesn’t have a endlessly loose plan like Capsule, its paid tiers and have add-ons are reasonably extra reasonably priced than Capsule.

Read our Pipedrive overview for extra insights into its pricing, options, and extra.

monday CRM

monday CRM may be an operational CRM tool that gives a bunch of undertaking control centered gear for companies. Similar to Capsule, monday CRM’s cellular app is intuitive and is helping gross sales reps now not best view lead touch knowledge but in addition log new task. monday CRM does be offering an overly restricted endlessly loose plan just for scholars or non-profits that post an utility for case-by-case approval.

To study extra, head over to my monday CRM overview.

Review method

To severely and successfully overview CRM suppliers like Capsule, I used an in-house rubric with standards and subcriteria that quilt normal CRM tool choices. I when compared Capsule’s options, pricing plans, ease of use, and extra towards best CRM suppliers and their requirements. I referenced Capsule’s on-line assets in addition to actual CRM consumer comments.

Capsule was once scored with the next standards breakdown:

• Cost: Weighted 25% of the entire ranking.
• Core options: Weighted 25% of the entire ranking.
• Integrations: Weighted 15% of the entire ranking.
• Customizations: Weighted 15% of the entire ranking.
• Ease of use: Weighted 10% of the entire ranking.
• Customer make stronger: Weighted 10% of the entire ranking.

Frequently requested questions (FAQs)

What is Capsule CRM used for?

Capsule is a gross sales and marketing-forward CRM that may assist small to mid-sized companies set up offers, observe productiveness, and toughen total buyer delight. Tools like gross sales pipelines, e-mail advertising and marketing, touch, and workflow control all assist person gross sales reps, gross sales groups, and gross sales managers visualize ongoing offers to get them to the closed degree, all from one intuitive interface.

How a lot does Capsule CRM price?

Capsule has a loose model in their device that has restricted options in comparison to the paid tiers. The first paid plan through Capsule is $18 in step with consumer, per 30 days when billed every year. From there, costs range relying at the stage of feature-access and capability your enterprise needs. There also are function add-ons that companies can make a selection for an extra per month rate.

Is Capsule smooth to make use of?

Since Capsule is made for small companies, it does have a reasonably intuitive UX/UI that doesn’t require in depth technical experience to customise. Real customers reward its flexibility and easy-to-learn interface. In addition to a web-based library of make stronger articles, video tutorials, and up to date blogs, Capsule additionally gives a loose iOS and Android cellular app for extra accessibility at the pass.