Rating
4.5
167 reviews
Starting price
$21
Per User
Categories
14
Founded
2007
Employees
53
Capsule is an easy-to-use CRM that helps businesses of all sizes stay organized, know more about their customers, build strong relationships and make the most of sales opportunities. Keep your contacts all in one place, manage sales opportunities and create sales. It integrates with popular apps such as Google G Suite, Google Data Studio, MailChimp and Zapier. Free account available for up to 2 users, or paid accounts starting at $18/month.
Ad spend / mo
$0
3 paid keywords
Paid visits / mo
0
Organic keywords
18,250
Organic visits / mo
12,186
SEMrush reports no paid spend for this domain, but Google confirms 100 ad creatives- a paid channel SEMrush's panel misses.
Creatives run
100
as Zestia Limited
Active now
30
last 14 days
Advertising since
Jan 2024
2+ yrs running
Last seen
today
still active
Running 4 ads on LinkedIn as Capsule - a paid B2B channel, on top of any Google/Capterra spend. Includes video creative.
The shared messaging across CRM Software advertisers - the validated angles to copy. See the niche →
(167 reviews)
It's still a very useful tool which I use daily, it does what it set's out to do in a pretty easy to use way, although sometimes the UI is a bit strange.
Pros: It's great for a number of reasons: keeping track of contacts, creating mailing lists, tracking oppurtunities and renewals, I like how all of these features are in one place and linked to team members.
Cons: I'd have to still say the automatic importing of contacts. With AI, we should now be able to at least suggest companies for new contacts based on email addresses etc..
Anonymous User · Senior Product Manager · Information Services · March 24, 2026
Very good, easy to use, easy to set up, does almost everything we need.
Pros: It makes it really easy to store emails between teams to pick up work while members are away. Pipeline sales tracking is really useful to keep track of sales prospectives, and we created a pipeline specifically for renewals as well to get a good overall picture of both. Custom tags can be added as well so we can personalise it to our product types.
Cons: The tags make it useful to track specific details about products, but it doesn't seem possible to use these tags when looking at sales forecasting, and splitting revenue by custom tags. This would be a great feature to make the forecasting more interactive and drill down into more detail.
| Category | Page | Rank | Placement |
|---|---|---|---|
| Small Business CRM | 1 | 3 | AdShortlist |
Domain confidence 100%
Rebecca S. · Product Manager · Information Technology and Services · February 24, 2025
Pros: Capsule has a simple and intuitive Dashboard that makes it easy to navigate, create new leads and handle the projects and clients through different pipelines.
Cons: In my opinion, capsule lacks essential functionalities like a proper help of AI or deep automations to be considered by many more companies.
Anonymous User · COO · Consumer Goods · January 14, 2025
Very good and very easy to use. Just for us we needed it to be more specific to our industry.
Pros: Very fast and clean system to work from. Great on mobile devices.
Cons: I think there could be a bit more development on creating bespoke fields more.
Gavin M. · Director · Education Management · January 9, 2025
I use this to manage our entire sales process and delivery of all client projects as well. Our team loves it, it's simple to use and nicely designed.
Pros: Keeping track of sales and leads with automated tasks and follow up emails. Revenue forecasting. Detailed metrics for analyzing your sales process. Email templates. User permissions. The calendar view so you can see all team tasks alongside calendar events and deadlines.
Cons: I had to really think to come up with something!
Anonymous User · Founder · Design · January 3, 2025
The product has allowed us to efficiently create professional looking camping and provide reliable insights that enhance our decision making.
Pros: Capsule software allows to efficiently send email campings and track all campaign performance in real-time. Customizability of the software is very high.
Cons: Capsule software excels in most areas I have nothing to dislike.
Lombardiga B. · Electrical Engineer · Renewables & Environment · December 20, 2024
Pros: Capsule has been the best CRM solution for us. Capsule has been so consistent.
Cons: I like how efficient Capsule has been. Capsule is incredible.
Abhilash S. · Accountant · Textiles · May 13, 2024
I am hoping that they will fix the above deficiency quickly or we have to change to a different app.
Pros: Simplicity. Price. It appeared to be the right product for the right price.
Cons: They don’t understand the mission critical relationship between logging an activity and a related task generation. It has to be done entirely manually with no auto reminders or follow-ups. It seemed like such a basic requirement that I didn’t even check for it. My bad.
Michael L. · CEO · Management Consulting · March 23, 2024
Pros: Really easy to get started with and covers all the core features needed by a contract based company. Nice to have a UK focus.
Cons: Less suited to companies managing recurring agreements eg subscriptions and memberships.
Anonymous User · App Integration Specialist · Computer Software · February 5, 2024
Capsule has become the key driver of business growth for us, and we track everything through it. No exceptions.
Pros: Really simple and intuitive to use. Good organisation, we like it so much we hired someone to run Capsule full-time as the ROI was clear to see.
Cons: To be able to send emails from within capsule, but appearing to arrive from my own email address.
Caroline W. · Ops Director · Computer Software · January 29, 2024
Pros: Easy to import contacts. A good system, but lacks overall due to customer support.
Cons: The customer support is bad, really bad. Unless you have an IT person in house, don;t get this one. If you have an issue, you can't talk to anyone. You have to send an email and you are at their mercy as to when they will get back to you. Average time is easily one day, most likely two days. Doesn't anyone work anymore? A simple question that could be answered in 5 minutes over the phone, they make you wait days by email. Good program, everything I needed, but wish I never bought simply on lack of customer support.
Lou K. · Owner · Insurance · November 6, 2023
Pros: DAY #1 - yes, I know, I know its early days but after using a high-powered corporate CRM for 20 years I find Capsules underlying principles of operations intuitive , and easy to understand. I accept there is much to do to get me back up and running in my small business but I'm really confident after my painful transition from a large US corporate CRM that it wont be as painless and frustrating. Also let me highlight an outstanding feature of Capsule. Hardware, software, R&D catchup, and leapfrog etc is the nature of the industry. But what my intuition tells me after a long time in the game what will set this company apart (and I've seen many over the years: good and abysmal) is the quality and calibre of the support. The support team wants me to succeed! :) and that gives me a lot of energy. I have spent 40 years in the IT game and to get a support response from halfway round the world in 4 hrs gives me great confidence. I will report back again year!
Cons: I will report back in the next 6 months to give an update.
Ben B. · Owner · Leisure, Travel & Tourism · September 13, 2023
I use it and recommend it to my clients.
Pros: If you don't want to hire an assistant but need something to keep you on track then you have come to the right place
Cons: I would like it to work better with Apple.
Philip M. · Principal · Management Consulting · August 4, 2023
Was the first standalone CRM system we used, but due to fairly basic functionality we decided to keep it as a back up and switch to a different primary system (which has turned out to be better but still a bit lacking for the needs of a small consultancy)
Pros: It is quite easy to use and get up to speed with the core functionality of the CRM (e.g., adding new contacts, recording activities, etc.)
Cons: The functionality is limited, which meant that for most use cases we used some kind of a work around to make it work for consulting.
Anonymous User · Director · Management Consulting · July 9, 2023
Pros: Easy to use and easy to learn, this has been a game changer for us. We used to keep everything written down or online in customer files but that made it hard to find details when needed. Now we can search on our computers or if out on site easily look it up on the app
Cons: We are happy with how this software has fit into our business and the simplicity of it
Jessica L. · Kitchen Designer · Construction · February 26, 2023
It's positive - solves a problem, makes my life easier so it's a thumbs up from me.
Pros: I love that it's easy to use, keeps my lead tracking process organised. No complicated features. I set reminders and track everyone I have contacted. I can access all features really easily and it just makes my sales and marketing manageable - without additional functions I won't use or need.
Cons: When I import a CSV file - I need to format it slightly for it to identify all the columns - just an extra step which is a bit of a pain but not a biggy.
Jonathan R. · Director · Media Production · February 14, 2023
Pros: Very good use, easy and practical for analysis
Cons: Fix bugs for operation on cell phones, it would be great
Anonymous User · Desempregada · Facilities Services · February 5, 2023
It has been up and useable every day that I use it, which on most business days is everyday. I came from the corporate world where I was an executive sponsor of bringing in SalesForce to a large organization. I looked at Sales Force basics immediately starting my own business and it was way to cumbersome for a startup that at most will have 4-6 employees.
Pros: One of the best features is the capsule daily reminder email that comes to me every morning with whom I need to take next actions with. Of course, this requires me to be an active user of tasks, which i have always been, but it allows me to do that all in the CRM and not have followups in Outlook or Gmail . The other aspect is the seamless updating whether I do it on my iphone based app or desktop
Cons: I use Outlook 365 desktop and having the full HTML and attachment ability is better than the email integration of Capsule. Either Capsule should go right to my Outlook 365 when I start an email
Christian B. · Principal - Business Owner · Photography · January 5, 2023
Very beneficial for leads and following them up.
Pros: Ease of use and efficiency. Mainly use for sales enquiry follow ups.
Cons: Not being able to delete a contact once they had left the company
Melanie A. · Business Development Manager · Plastics · January 4, 2023
Buena gestion en general optimizado y efectivo en su uso
Pros: Su gestion de clientes y base de datos funciona bien ayuda en el trabajo
Cons: Algunas opciones son algo complejas pero se resuelve
Manuel E. · Tecnic · Hospital & Health Care · December 28, 2022
Pros: gestão de leads e integração com Google email
Cons: integração com o cliente, bem como probabilidade média de fecho de leads
Rui G. · CFO · Computer Software · December 4, 2022
One of relief. It works and it works well and has plenty of flexibility
Pros: I used Capsule maybe 5 years ago managing my own small client base. Now I'm working with a small non-profit that has 100s of contacts we need to manage and track. After trying a couple of the biggies I was so glad to get back to Capsule! It's even better than I remember
Cons: I want a magic genie that will enter all my data while I take a nap!
Anne W. · COO · Non-Profit Organization Management · August 21, 2022
Pros: The ease of use when our data was under 500
Cons: It did not seem as competitive as other providers
jibby L. · owner · Transportation/Trucking/Railroad · August 11, 2022
Overall I have been pleasantly surprised. I at first thought the system would be too underpowered for what we needed, but it has actually delivered on what we have needed and the simplicity of changing things has allowed us to easily experiment with our processes until we have things right. It has suited our small team very well - and I look forward to seeing how well it scales with us.
Pros: I like the simplicity of the system. It was very quick and easy both to setup (and make changes to) and then to use the system. It has been very easy to train new employees on. The system has some good power around workflows - which have helped us lock down our processes and helped new staff to follow them. It has a good integration with Xero which has saved us a lot of time and has just released an integration into a mail campaign tool (Transpond) which looks to be a nice added bonus.
Cons: The system doesn't have a document generation tool (so you need to generate invoices and quotes in a separate system). It also is comparatively underpowered in the reports you can generate (even when you upgrade to the higher tiers that have additional reporting functionality). You can export full data sets to CSV - so we have built what we needed in Excel, but it would be nice to have it saved as reports and visualisations in the system. There also isn't the flexibility around notifications that I am previously used to (and so we have had to adjust the workflows a little).
Robert J. · CEO · Education Management · August 4, 2022
This is one of three applications that I am in daily. I couldn’t have grown my business without it.
Pros: I like how you can have separate contacts, organizations, and opportunities but that you can connect them all. Unlike some contact management tools, this gives you a ton of flexibility in tracking interactions and todos.
Cons: I wish there were a way to attach the same individual to multiple organizations. There is a workaround by embedding a URL in the info for each entity, but it would be nice to be able to see an individual and separate out the different communications based on the organization they are involved with.
Jeff L. · Owner · Printing · July 21, 2022
| Online CRM | 1 | 4 | AdShortlist |
| Contact Management | 1 | 6 | Ad |
| CRM | 1 | 22 | Ad |
| Sales Forecasting | 2 | 7 | - |
| Real Estate CRM | 2 | 20 | - |
| IT Ticketing Systems | 2 | 21 | - |
| Predictive Lead Scoring | 2 | 22 | Shortlist |
| Sales Force Automation | 2 | 42 | - |
| Email Marketing | 3 | 6 | - |
| Sales Tracking | 3 | 22 | - |
| Task Management | 3 | 31 | - |
| Workflow Management | 4 | 6 | - |
| Project Management | 4 | 14 | - |