Capsule’s quick infoOur score: 4 out of 5 Beginning value: Free Key options:
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Capsule is buyer relationship administration software program that gives a wide range of gross sales and advertising and marketing options at aggressive costs. Its contact administration and pipeline instruments assist companies visualize particular person leads and whole tasks from one dashboard with all of the up to date info for detailed dwell 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 in search of an economical device and small and mid-sized corporations wanting intuitive on-line software program. When you’re in search of a platform that may deal with a bigger capability of customers, gives extra sturdy 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 person monthly when billed yearly, or $21 per person when billed month-to-month. This consists of every part within the free tier, plus 30,000 contacts, one gross sales pipeline, one mission board, 50 customized fields, and extra.
- Development: $36 per person monthly when billed yearly, or $38 per person when billed month-to-month. This tier helps every part in Starter, plus 60,000 contacts, 5 gross sales pipelines, 5 mission boards, superior gross sales reporting, and extra.
- Superior: $54 per person monthly when billed yearly, or $60 per person when billed month-to-month. Options on this tier embrace every part in Development, plus 120,000 contacts, 1,000 AI content material assists, and extra.
- Final: $72 per person monthly when billed yearly, or $75 per person when billed month-to-month. This tier gives every part within the Superior tier plus a devoted account supervisor and limitless customized fields.
Key options of Capsule
Electronic mail advertising and marketing
Capsule has a sister firm known as Transpond that the CRM software program seamlessly integrates with. Transpond is a particular advertising and marketing device that pulls and syncs all of the contact info, profiles, customized fields and extra straight from Capsule to assist set up them into segmented advertising and marketing lists. Any updates to info in a single device mechanically displays within the different, making it simple for companies to run advertising and marketing campaigns and have interaction with high leads.
Misplaced motive reporting
Capsule gives a wide range of gross sales experiences the place customers can pull particular insights round particular person gross sales reps, purchasers, and tasks. These experiences embrace 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 motive it didn’t shut. This function can assist people or whole groups establish gaps of their gross sales course of to arrange higher rebuttals.
Workflow automation
Capsule’s workflow automation instruments assist companies scale back guide work, velocity 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 could be utilized to different enterprise processes. For instance, inside the mission 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 achieved 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 completely different merchandise, companies, and markets.
Capsule professionals and cons
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Options to Capsule
Capsule gives a regular free trial along with a wholly free CRM device. This free tier does include limitations round what number of contacts it may possibly assist, no workflow automations, and capped integrations. Due to this, it is sensible to see how Capsule compares to different suppliers with free variations of their device or that may cater to equally sized companies.
Prime alternate options to Capsule embrace HubSpot, Pipedrive, and monday CRM.
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HubSpot
HubSpot is a very fashionable buyer platform that connects gross sales, advertising and marketing, and information 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 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 extra info, take a look at our unbiased HubSpot evaluate.
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. Just like Capsule, Pipedrive customers reward its intuitive pipeline administration and gross sales monitoring interface. Whereas Pipedrive doesn’t have a without end free plan like Capsule, its paid tiers and have add-ons are barely extra reasonably priced than Capsule.
Learn our Pipedrive evaluate for extra insights into its pricing, options, and extra.
monday CRM
monday CRM can also be an operational CRM software program that gives a number of mission administration centered instruments for companies. Just like Capsule, monday CRM’s cell app is intuitive and helps gross sales reps not solely view lead contact info but in addition log new exercise. monday CRM does supply a really restricted without end free plan just for college students or non-profits that submit an utility for case-by-case approval.
To study extra, head over to my monday CRM evaluate.
Overview methodology
To critically and successfully evaluate CRM suppliers like Capsule, I used an in-house rubric with standards and subcriteria that cowl common CRM software program choices. I in contrast Capsule’s options, pricing plans, ease of use, and extra towards high CRM suppliers and their requirements. I referenced Capsule’s on-line sources in addition to actual CRM person suggestions.
Capsule was scored with the next standards breakdown:
- Price: 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.
Often 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 general buyer satisfaction. Instruments like gross sales pipelines, electronic mail advertising and marketing, 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 value?
Capsule has a free model of their device that has restricted options in comparison with the paid tiers. The primary paid plan by Capsule is $18 per person, monthly when billed yearly. From there, costs fluctuate relying on the extent of feature-access and performance your online business desires. There are additionally function add-ons that companies can choose for a further month-to-month price.
Is Capsule simple 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.
