Capsule CRM is a cutting-edge customer relationship management system focused on bringing ease and efficiency into nurturing relationships, streamlining sales pipelines, and automating workflow processes. By integrating innovative features like an AI Content Assistant for writing emails, Capsule ensures businesses can provide personalized customer experiences while being efficient.
Key Features
- Contact Management: Be more organized with customer details centralized in one platform. Track conversations, know the history, and provide personal experiences.
- Sales Pipeline: Tailor your sales pipeline to mirror your business processes, keep an eye on imminent deals, and identify those requiring immediate attention.
- Opportunity filtering: Filter opportunities based on status, tag, milestone and more.
- Workflow Automation: Automate essential sales workflows and various business processes, ensuring consistent and efficient operations.
- AI Content Assistant: Simplify email creation by utilizing the AI-driven content assistant.
Use Cases
- Managing customer and lead information.
- Tracking sales and opportunities through the pipeline.
- Setting up tasks and reminders for team members.
- Reporting on sales performance.
- Collaborating on sales deals and processes with team members.
Pricing
- Free: This plan is free and includes basic features for up to 2 users and 250 contacts. It provides 50MB of storage per account.
- Professional: This plan costs $18 per user per month and includes everything a small team needs to be more organized and increase sales. It provides 50,000 contacts, 10GB of storage per user, 5 email templates, and 10 AI content assists. It also includes email sending, activity reporting, sales pipeline, project management, and key integrations with Microsoft 365, Google, Xero, Mailchimp, Zapier & many more.
- Teams: This plan costs $36 per user per month and is designed for growing businesses of all sizes. It includes everything in the Professional plan plus 100,000 contacts, 20GB of storage per user, 50 email templates, and 1000 AI content assists. It also includes advanced sales reporting, user roles and permissions, team or individual record assignment, workflow automation, custom activity types, important fields, multiple sales pipelines, and multiple project boards.
- Enterprise: This plan costs $54 per user per month and includes everything in the Teams plan plus 200,000 contacts, 40GB of storage per user, and 500 email templates. It also includes implementation support, import assistance, custom training, a dedicated customer success manager, and ongoing priority support.
All plans come with a free trial for 14 days. You can cancel your subscription anytime.
You can check out their pricing page for more information about each plan to make the best decision for your business.
User Experience
Capsule CRM is known for its clean, simple, and intuitive user interface. It’s designed to be straightforward and not overwhelming, which is great for users who are new to CRMs. While it’s easy for beginners, it still provides enough depth for more advanced users.
Customer Support
Capsule offers a range of customer support options, including email support, a comprehensive knowledge base, and tutorial videos.
Integration
Capsule seamlessly integrates with familiar applications, including Zapier, Microsoft 365, Google Workspace, Xero, Mailchimp, and more. Additionally, it offers an API for developers, ensuring adaptability and extended functionality.
