Capsule CRM
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By: Scam Risk - Expert Reviewer
Capsule CRM Review – Comprehensive Review of a CRM System for Small Businesses
In this Capsule CRM review, we check out what Capsule does, its main pros and cons, and also some reasons you may think about trying to use it for your business.
We’re going to review Capsule CRM to see if it really is the best customer relations management software out there.
We’ll talk about whether CRM is the right tool for your business.
And at the end, I’ll answer some of the most frequently asked questions regarding CRM in general.
But most importantly, I’ll show you the exact system I used to build my own internet marketing business to over $40,000 a month in mostly passive income.
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Table of Contents
What is Capsule CRM?
CRM stands for customer relationship management. A CRM tool like Capsule is a software application that enables you to keep track of and control the business relationships between your organization and your clients and leads.
Usually, a CRM solution will allow you to
- capture, analyze, and organize leads
- track communication with clients and leads
- allocate assignments to your team take care of your’ sales pipeline’ (i.e., recognize leads and monitor the way the process of changing them to a customer is going)
- Deal with customer inquiries
This review will look at how effectively Capsule CRM manages all of the above and focuses on what else the device has to offer.
Capsule CRM pricing
You will find 3 Capsule plans available:
- The free version
- Capsule ‘Professional’
- Capsule ‘Teams’
All three plans reveal some core features, specifically the capability to store contacts, control sales pipelines, track customer activity, and assign assignments to other team members.
The primary differences between the plans involve contact or storage file limits and access to far more advanced features.
Let us look briefly at these.
The content free edition of Capsule:
- has a two-person limit
- that provides you to store as many as 250 contacts.
- It will come with a 10MB storage limit.
The Professional Version of Capsule costs $18 per user per month; and in addition the performance on the free strategy, you get
- the capability to keep a greater amount of contacts (50,000)
- much more file storage (10GB per user)
- Access to reporting functionality
- Access to premium integrations (Freshbooks, Xero, Mailchimp, etc.).
Lastly, there is the Teams Option, which costs $36 per user monthly. Along with the functions of the Professional strategy, you additionally get:
- a 100,000 contacts limit
- a 20GB storage limit
- advanced reporting
- Team-based features (the potential to organize users into groups and limit the use of records).
How does Capsule's pricing stack up against rivals?
So just how does Capsule’s pricing system stack up against its competitors?
The major distinction between Capsule and its rivals’ pricing system would be that with Capsule, you are working with a somewhat easy pricing structure – you will find just two paid-for plans.
Many other CRM tools, by comparison, provide a more complicated sliding scale of rates.
To give you a picture of competitor pricing:
- Salesforce provides an extensive range of customizable paid plans, though its’ Essentials’ and’ Professional’ plans are most likely the most relevant to users considering using Capsule CRM.
- Salesforce Essentials fees: $25 per user (up to 10 allowed)
- Professional fees: $75 per user monthly.
- Zoho’s entry-level program costs $12 per month, with much more fully-spaced $20 and $35 per month plans also offered.
- Hubspot’s pricing is estimated on a sliding scale, dependent on the number of connections you wish to buy. Even though you can get a pretty well-spaced free Hubspot program, you can also wind up spending thousands of dollars per consumer per month on its ‘Enterprise’ grade plans. In case you would like to keep many contacts and avail of its most complex functionality.
And so, generally speaking, Capsule is packaged in at the cheaper end of the spectrum. However, it is good to note that the programs referenced above are significantly more feature-rich than Capsule, offering features including email marketing and sophisticated marketing automation features.
Also regarding pricing, you’ll want to check out a few different CRMs to see what features they have and how they will suit your business needs before committing to one.
And speaking of features…
Reviews: Capsule CRM Key Features
Capsule enables you to
- shop and also share relationships with colleagues
- categorize data using tags in your businesses
- create contact lists and make use of them to send out group emails
- deal with your sales pipeline and also produce reports on it
- track activity between you, your colleagues, and also leads (for instance, you can instantly append a copy of an email to a lead’s sheet, and provide information about an appointment before you meet with them)
- manage calendars and to-do lists
- create tasks associated with specific offers and also talk about them with co-workers
- use ‘tracks’ to produce a regular marketing process (‘tracks’ are a sequence of predefined activities which must be accomplished as well as checked off within Capsule when following up for a business opportunity)
- integrate the device with Google Apps (this is reviewed in much more depth below)
- make use of a selection of third-party tools, like Zendesk or Mailchimp (to handle eCom or a support desk, respectively)
- Determine that your associates or partner are on social networking page and append their profile info to relationships manage ‘cases’ associated with specific events – you can utilize these to cope with customer inquiries or even manage particular tasks. You can leave these open until they’re solved and check them off when they’re completed, which performance efficiently enables you to manage a simple support desk.
We will cover how well a number of these features operate in much more depth below in this CRM review / capsule review.
But first, a quick look at just how easy Capsule is to use.
Capsule CRM and G Suite integration
A vital facet of Capsule CRM is its integration with G Suite (the collection of productivity tools previously referred to as Google Apps).
As countless businesses today use G Suite to handle their communications, file storage, and calendars, I was extremely surprised to discover exactly how great this is.
The answer: it is pretty great, but it might be a little better.
The top features first:
- As soon as you put in a contact to Capsule, their details will immediately get put into your Google address book (but NOT the other way round unless you make use of a third-party sync application offered by Pie Sync – much more on that below).
- When you click a contact’s email address, it instantly prepares a Google email window. Also, it enables you to send them an email (it’ll immediately put in your message to the communications history for that contact).
- You can utilize a useful Google add-on for Capsule within Gmail, enabling you to include new information and contacts about them immediately to Capsule from within the Gmail user interface.
- You can start your Capsule task calendar with G Suite. Nevertheless, all new tasks have been included in Capsule.
- You can make use of Capsule along with Google Data Studio, giving you several advanced means to analyze your CRM information.
More great stuff, but you will discover a couple of things to be careful for:
- The G Suite integration is pretty much restricted to email, calendars, and contacts – there is no clear way to incorporate G Suite’s other apps, like Google Drive, into you tasks.
- It would be better if contact sync was two-way from the package. Also, it would additionally be good to have the ability to open Google calendars within Capsule and increase appointments straight to them.
- It will be great to have the ability to open your Gmail inbox right within Capsule. Other very similar CRM packages, like Nimble, allow this.
- You’ve to communicate with Capsule to allow the integration.
Another improvement that could certainly be made about the Google Apps integration is its presence – despite being perhaps the most essential Capsule integration available.
It is not mentioned in the ‘Integrations’ listing in options, neither are there any apparent buttons or call-to-actions to link your Google Account with Capsule.
Using Capsule CRM with Microsoft 365
Curiously, there is simply no integration between Microsoft and Capsule 365 out there within Capsule – you will need to utilize a third-party one offered by Pie Sync (which is pretty limited actually – it is a 2-way contact sync between Outlook.Com and Capsule).
Yet another alternative is using an equivalent sync service, like Zapier or Automate.io, which provides some Capsule-Microsoft 365 integration options.
The integration issue does not rule out using Capsule if you are a Microsoft 365 – it simply means that workflow will not be as smooth as it might be, and also, you will need to use third-party apps to link the platforms.
Ultimately, however, because of the widespread and increasing utilization of Microsoft 365 by organizations in Capsule’s audience, I believe it will be in Capsule’s best interest to offer an official integration quickly.
Additional integrations with Capsule CRM / Syncing tools
Out of the package, Capsule CRM supplies integrations with the following apps:
- FreeAgent
- Freshbooks
- G Suite
- KashFlow
- Mailchimp
- Quickbooks
- Sage
- Wufoo
- Xero
- Zendesk
Should you have to incorporate another app – for instance, Getresponse or Campaign Monitor – you will have to utilize a syncing service as PieSync, Zapier, or Automate.io.
There are also a few Capsule apps you can switch to:
1 for introducing social details to your contacts (i.e., to display Twitter profiles besides your connections)… and another for generating forms you can use to capture info from your site directly onto Capsule.
Capsule CRM and email activity tracking
A necessary element of a CRM tool is its ability to record communications between you and client.
As with many CRM solutions, you would like to email someone and shop that idea in Capsule. You will have to BCC a ‘dropbox’ email address to preserve the idea (to keep attained messages in Capsule, you will have to forward the information to the dropbox address).
However, so long as you’re working within Capsule, you should be okay because when you click on a contact’s email address in Capsule, It will instantly start a brand new email window in your default email software with the ‘to’ area populated with that particular email address and the ‘bcc’ field populated with the Capsule dropbox address. The key is remembering to always keep the Capsule program open and put it to use consistently when sending emails.
Managing a sales pipeline in Capsule CRM
Managing a product sales pipeline in Capsule CRM is very simple.
You can often make use of the standard Capsule pipeline or perhaps modify it, so it uses custom milestones (you’ll find this under Account Settings > Opportunities).
After you have set up a pipeline that you are satisfied with, it is not hard to go through the different phases. You just create a task, and subsequently, you can drag and drop it through your pipeline as required.
Mass mailouts and marketing automation in Capsule
If you are looking to produce updates, do mass mailouts or even automate your advertising in advanced ways (for instance, by using autoresponders), you might be disappointed with Capsule.
Even though you can make use of Capsule to transmit mundane communications, this CRM must never be considered something that enables you to send out bulk messages to thousands of individuals.
Having said that, it’s doable to incorporate many email marketing programs with Capsule – an official integration is out there for Mailchimp – and you can also use Zapier to link various other email marketing and advertising apps to Capsule.
If you don’t mind using these features in your Capsule CRM account next and investing a little bit of time configuring items, you can start using your Capsule information to drive e-newsletters & autoresponders.
But if you are searching for something that will come with email marketing built-in, you’re much better off exploring a fix as Hubspot, including this performance as regular (even on its no-cost plan).
Reporting in Capsule CRM Systems
Capsule CRM has upped its reporting game significantly in the recent past, plus it finally has a reporting portion that enables you to get significant sales data.
Sadly there is simply no reporting functionality on the free version of Capsule; however, stepping up to the ‘Professional’ or ‘Teams’ designs provides you with access to it.
With the ‘Professional’ edition of Capsule, you get:
- Activity reporting (info about the number of phone calls, group meetings, etc. your staff members are arranging, or maybe chores they’re completing)
- Product sales reporting
- Product sales forecasting
Along with the above mentioned, the ‘Teams’ edition of Capsule gives you:
- Reporting by team
- Reporting on custom activities
- Custom reporting performance
It is really worth mentioning the custom reporting function is solely offered in case you connect Google Data Studio in your Capsule account, which means you will need a little familiarity with the former merchandise to get the best from it.
CRM Capsule Support
Support for Capsule can be purchased via email and online using Twitter (through your browser), that is if you don’t mind having your concerns made public.
The helpdesk is available Monday to Friday.
Capsule CRM review: summary
The Capsule is a sound, easy-to-use CRM system that is an excellent alternative for small to medium-sized businesses, especially those working with Google Apps.
Its no-cost program is suitable for startups.
Nevertheless, it’s among the more essential CRM tools available and lacks some essential features, particularly where marketing automation is involved.
The main advantage I really feel Capsule CRM has going for it is that it’s competitively priced. Despite being among the cheapest CRM tools offered, it provides a feature set that will enable you to deal with a significant data source, determine business opportunities, track communications and control a sales pipeline pretty easily. The learning curve isn’t steep in the least, and also, for startups without much of a low cost to purchase resources as CRM, it will not break the bank account.
You’ll find a couple of things it might do better, especially around email history following and syncing connections to Google Apps – but in general, it is an excellent product.
A free 30-day trial of the premium Capsule plans is available.
Reviews: Capsule CRM Pros
- It is competitively priced.
- It’s really convenient to use
- It’s moderately well with Google Apps.
- It enables you to produce lists of contacts and email them quickly with no recourse to 3rd party e-newsletter tools (although utilizing something as Mailchimp is much better for huge mailouts)
- It works effectively with key third-party applications and browser page, including Xero and Mailchimp. It is suitable for storing contacts: you can work with 50,000 contacts for $18 a month.
- The Capsule functionality can serve as an accessible helpdesk that will be very useful to lots of businesses.
- A fully purposeful 30-day free trial is available.
- A totally free program is accessible.
Review Capsule CRM Cons
- Suppose you would like to keep a contact communication. You will need to BCC a ‘dropbox’ address each time you email somebody (this is less of a concern if you’re fine working within Capsule regularly and click contacts’ email addresses to email them).
- The integration with Google Apps is not reliable, seems somewhat basic, significantly as much as calendars, tasks, page and also two-way syncing on the whole goes.
- The Google Apps integration is difficult to find and also entails emailing a support table to set up.
- There is simply no recognized Office 365 integration.
- You will find absolutely no integrated email marketing features.
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Although it’s not real estate in the traditional sense, it’s all digital.
Where Capsule CRM falls short is in scalability.
You can’t realistically expect to be able to make an infinite amount of phone calls every day, you are limited by time.
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