Capsule CRM
capsulecrm.comBuild Difficulty: 4/5
A few focused days to build a solid replacement
CRM Made Simple
How to Replace Capsule CRMOverview
Features
62 features across 11 categories
AI(4)
AI automatically fills out business information at a contact level, so you don't have to
Populates contact records with the latest data to help build a complete profile of your contacts - including job title, seniority, LinkedIn profiles and missing contact information
Build a custom sales pipeline tailored to your unique business and process in seconds
Get an instant summary of the last 50 activities on any Contact, Opportunity, or Project
Automation(5)
Create triggers and sequences for communications so that you can manage every interaction that you need to
Create fast, consistent processes that help teams be more productive and increase customer satisfaction
Streamline your sales process with automated actions for your sales pipeline
Use Tracks to set up a series of tasks that each become active one after the other
Define repeatable sales processes by configuring a series of tasks, email notifications or stage changes within pipeline/project boards
Connectivity(5)
Use Capsule's API to integrate with your custom or third party application
Access Capsule anywhere with our mobile app
Power-up Capsule by using Microsoft 365, Google Workspace, Xero, FreshBooks, Mailchimp, Wufoo and more
Capture leads directly via a form on your own website
Use Zapier to integrate with thousands of other business tools
Contact Management(5)
Attach agreements, quotes, proposals and any other files you need
Automatically add social network profiles associated with a contact
Everything you know about the people, companies and organizations that you do business with
Quickly find any text within all your notes and emails
Bring your contacts to Capsule by importing them from a spreadsheet, CSV and more
Customization(9)
Add unique activities that are meaningful to your business
Choose a custom logo for your login screen and change the color scheme
Record the information that is important to you and your business
Manage contacts in lists by filtering using your own or using a custom field you have added
Add reasons why a deal was lost and identify the most commons ones
Easily tailor your sales pipeline steps to suit your workflow
Set up tags to categorize or group your contacts based on your own business needs
Add custom titles to personalize your contacts information
Forward emails to an email address unique to your account - an easy way to store emails
Email Tools(5)
Connect your mailbox and send emails from within Capsule in just a few clicks
Create and save email templates in Capsule for the whole team to use
Access Capsule directly from Gmail. Add contacts, conversations, tasks and sales opportunities
Easily manage contacts, conversations & sales opportunities from within your Outlook inbox
Connect a shared mailbox so all emails come from the same account
Project Management(1)
Manage client delivery and other activities via kanban-style project boards
Reporting(8)
Shows activities completed by each user and the specific activity types
More in depth reports so you can get visibility on your sales forecast, where you are losing the most sales and how active your team is
10+ reports on won/lost opportunities, pipeline growth, average time to won plus more
Export all of your report data or save an image of your chart for import into other tools such as Excel
Use Data Studio to multiple data sources, create interactive dashboards and build reports
Filter reports based on time periods, users or teams for a clearer picture
Analyze CRM data for insights on conversions, task efficiency, pipeline, projects, and contact health
Monitor every aspect of your sales cycle and understand your business to help you make informed decisions
Sales Tools(6)
Select the currency that you prefer and this will be used across Capsule
See all your opportunities in one pipeline, drag and drop to each stage as they progress
Create multiple pipelines to reflect different sales processes for products and services you offer and different markets that you sell to
Filter opportunities based on status, tag, milestone and more
Track conversion rate, sales pipeline milestones and forecast in one view
A summary of all sales opportunities including potential values and where they are in the pipeline
Security & Permissions(9)
Export your data for safe keeping or for transferring to another system
We have updated our data processes and practices to maintain GDPR compliance
Log in to Capsule using your existing Google Workspace email and password
Log in to Capsule using your existing Microsoft 365 email and password
Super administrators can restore deleted records within 30 days
Define what each user can see and edit
Control team access and permissions across the platform
Add an extra layer of security to your account using your mobile device
Assign users to one of three different roles to ensure that users only have access to certain records
Task Management(5)
See all of your tasks in a weekly or monthly calendar view
Set a task to repeating daily, weekly or monthly
Subscribe to your tasks and view them on your personal calendar
Receive task reminder emails at the start of each day
Create tasks for appointments, meetings, phone calls, submission deadlines and more
Pricing
Free
- ✓250 Contacts
- ✓5 custom fields
- ✓1 Sales Pipeline
- ✓Activity Log
- ✓Contact History
- ✓Outlook & Gmail add-in
- ✓Mobile app access
- ✓Custom Sales Milestones
- ✓Custom Task Categories
- ✓Advanced Mail Connection
Starter
- ✓30,000 Contacts
- ✓Email Templates
- ✓Shared Mailbox
- ✓Basic Reporting
- ✓Premium Integrations
- ✓Goals
- ✓AI Pipeline Generator
- ✓Custom Activity Types
Growth
Popular- ✓60,000 Contacts
- ✓Workflow Automations
- ✓Advanced Sales Reporting
- ✓Reporting Dashboards
- ✓Multiple Sales Pipelines
- ✓Multiple Project Boards
- ✓Project Management
- ✓Team & Access Controls
- ✓AI Business Enrichment
- ✓AI Summaries
- ✓AI Contact Enrichment
Advanced
- ✓120,000 Contacts
- ✓50 project boards
- ✓50 sales pipelines
- ✓All Growth features
Ultimate
- ✓Account manager
- ✓Custom training
- ✓All Advanced features
Cost Calculator
Pricing data not available for Capsule CRM. Check their website for current pricing.
Build vs Buy
Should you build a Capsule CRM alternative or buy the subscription? Estimate based on 62 features.
Buy Capsule CRM
Better ValueBuild Your Own
Buying Capsule CRM saves ~$73,920 over 3 years vs building.
Estimates based on 62 features and a BuildScore of 4/5. Actual costs vary.
Integrations
14 known integrations