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Capsule CRM

Logo for Capsule CRM

Capsule CRM Coupons, Reviews, Comparisons and Alternatives

About Capsule CRM

Capsule CRM is an online CRM system that allows you to manage and keep track of people, businesses, and companies with whom you trade. With Capsule, you can keep track of conversations, opportunities in your pipeline, and stay on top of when and what needs to be done.

Alive Docs Explorer provides you fast access to all your Capsule CRM Contacts and allows you to send immediately them documents like letters, brochures, etc.

Now you can instantly send your clients personalized documents like newsletters, invitations, promotions, thank you letters, order confirmations, overdue notices, etc using your personal custom documents.

  • 71


    20 Critic Reviews

  • Provided by
  • Platforms
    Web based
    Mac OSX
  • Mobile
  • API
  • Pricing
    View details
    Subscription Plans
    Free Plan

Features & Specifications

Key Features

  • Get a complete contact view
  • Manage your sales pipeline
  • Manage your to-do list and calendar using tasks


Supported languages
Serviceable Area
World Wide
Supported Platforms
  • Web Based
  • Mobile Web
  • Desktop Windows
  • Desktop Linux
  • Mobile App IOS
  • Mobile App Android
API availability
API is available. Protocol / Formats : XML, JSON, REST .
Access the API documentation
Capsule CRM integrates with Xero and more than 17 other solutions. View details

Ratings Summary

Metric Score Rank
cloudswave Score
Domain Authority 52
Alexa Rank 19675
Twitter 67
Integration 69
Platforms 79
Show / Hide category leader in Radar

Capsule CRM Demo Video

Capsule CRM Screenshots

Plans & Pricing


Try it Now


  • 10MB storage
  • 250 contacts
  • Unlimited opportunities
  • Unlimited cases


for 1 Month / 1 user(s)


  • 2GB storage per user
  • 50,000 contacts
  • Unlimited opportunities
  • Unlimited cases
  • Integrates with Xero, KashFlow, FreeAgent, FreshBooks and MailChimp

Showing 6 out of 18 - View All

Capsule CRM Integrations

logo for Xero


Accounting & Finance

Capsule CRM integrates with Xero. Xero is an online accounting platform that is designed for small businesses and their advisors. W...
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logo for Help Scout

Help Scout

Help Desk and Ticket Management

Capsule CRM integrates with Help Scout. Help Scout provides your team with a scalable help desk, while keeping the customer experience si...
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logo for Zendesk


Help Desk and Ticket Management

Capsule CRM integrates with Zendesk . Zendesk delivers the leading cloud-based customer service software. Loved by customers for its si...
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logo for SimplyCast


Marketing Automation

Capsule CRM integrates with SimplyCast . SimplyCast is an all in one marketing suite for organizations worldwide. SimplyC...
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logo for Quote Roller

Quote Roller

Proposal Management

Capsule CRM integrates with Quote Roller. Quote Roller helps to deliver sales collateral with ease. Build beautiful quotes, proposals, and ...
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logo for FreshBooks



Capsule CRM integrates with FreshBooks. FreshBooks is an online invoicing and time tracking service that saves you time and makes you loo...
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Critic Reviews

  • 71

    Cloudswave Score for Capsule CRM

    Rating based on 20 Critic Reviews

    18 Favorable reviews
    86 %
    3 Mixed reviews
    14 %
    0 unfavorable reviews
    0 %
  • I've been using Capsule CRM in a few different organisations for about 2 years. It far surpasses the extremities of Zoho and Salesforce. The layout is easy on the eyes. It's a very simple system for documenting history against clients whether it be cases, sales opportunities or a timeline of notes.

    Pros : Lists of contacts and/or organisations can be generated based on field or tag criteria Data-tagging is a great way to use additional fields within a tag Integration with other systems is seamless Email dropbox is handy for sending notes or copying client correspondence via email Tracks are an absolute life-saver - you can set up tasks in a track to help manage a case or opportunity

    Cons : Multiple tasks in tracks can't be allocated to employees

  • Capsule Use Cases and Deployment ScopeOnly those involved in business development have Capsule licenses (though as a supporting team member, I sometimes help them maintain and organize their information). It allows us to centralize our research on potential buyers, keep our sales pipeline current, and project what the future holds.

    Pros : Capsule is very easy to use. You can just jump in and learn as you go. There are advantages to really learning the ins and outs, but for those who aren't sold on a CRM to begin with it's good for just getting them started. It is what you make of it--you can use the most basic features or really dive in to the many functionalities.The UI is clean and intuitive. We don't get easily overwhelmed while using it.Capsule has a very robust contact management system. It allows for the generation of very

    Cons : I REALLY wish they had the option to list an individual as being part of more than one company. That is a pretty basic feature that should be included!It would be nice to have a more flexible workflow option with Tracks ("if this then that"), or a very simple flowchart of tasks that are generated depending on which way the opportunity goes.There are barely any Capsule videos on Youtube. A feature I would really love is a set of tutorials or webinars that I could use for learning and for training

  • Capsule CRM is a very capable CRM for a range of orthodox business requirements. If you are doing anything unusual you could easily find its limits but for many it could be a tool to support significant business growth.

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User Reviews

View All Alternatives

Alternatives to Capsule CRM

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