
Capsule
Capsule CRM helps SMBs win new business, retain clients and deliver exceptional work.About:
Capsule CRM empowers SMB sales teams and business owners to win more business, retain more clients, and deliver exceptional work. With a focus on simplicity and efficiency, our 10,000+ global customers are attracted by our excellent value and incredible support.
Best fit for:
Employee Count: 1-100
Location: Global
Industries: Professional Services, IT & Software, Construction, Education
Job Titles: Business Owners, Sales Managers, Business Development Managers, Account Managers
Key Features:
- Pipeline Management: Manage deals across multiple pipelines via a Kanban dashboard
- Project Management: Manage client delivery right inside Capsule, with project management boards included as standard
- Email Integration: Connects with Gmail & Outlook to track replies and add new contacts from right inside your inbox
- AI Email Assistant - craft engaging email templates with the power of AI
- Automation Workflows - for creating repeatable sales and marketing processes
- Email Marketing - available via Capsule’s marketing solution, Transpond
Company Summary
Capsule is a software company that provides a simple tool to help businesses manage their customer relationships. It allows companies to keep track of their contacts, sales opportunities, and tasks all in one place. This helps businesses stay organized and grow by improving how they interact with customers. (capsulecrm.com)
Price Estimate
Capsule offers several pricing plans to fit different business needs:
- Free Plan: For up to 2 users, includes 250 contacts and basic features.
- Starter Plan: $18 per user per month (billed annually), includes 30,000 contacts and additional features like email templates and premium integrations.
- Growth Plan: $36 per user per month (billed annually), includes 60,000 contacts, multiple sales pipelines, project boards, and workflow automations.
- Advanced Plan: $54 per user per month (billed annually), includes 120,000 contacts and advanced customization options.
- Ultimate Plan: $72 per user per month (billed annually), includes 240,000 contacts, dedicated account manager, and priority support.
For more details, visit their pricing page.
Who is Capsule for?
Capsule is designed for businesses of various sizes, particularly:
- Company Size: Small to medium-sized businesses, typically ranging from 2 to 500 employees.
- Job Titles: Common users include Sales Representatives, Marketing Managers, Customer Support Agents, Business Owners, and Project Managers.
- Industries: Capsule serves a wide range of industries, including Technology, Marketing, Financial Services, Retail, and Consulting.
Features, Functionalities, and Benefits
Capsule offers several key features to help businesses manage their customer relationships:
- Contact Management: Store and organize all customer information in one place, making it easy to access and update. (capsulecrm.com)
- Sales Pipeline: Visualize and manage sales opportunities through different stages, helping teams close deals more efficiently. (capsulecrm.com)
- Task Management: Create and assign tasks to team members, set deadlines, and track progress to ensure nothing is overlooked. (capsulecrm.com)
- Project Management: Manage client delivery and other activities via kanban-style project boards. (capsulecrm.com)
- Integrations: Connect with over 70 other tools like Xero, Mailchimp, and Zapier to streamline workflows. (capsulecrm.com)
Use Cases
Companies use Capsule in various ways, such as:
- Sales Management: Tracking leads and sales opportunities to improve conversion rates.
- Customer Support: Managing customer inquiries and support tickets to enhance service quality.
- Marketing Campaigns: Organizing and analyzing marketing efforts to target the right audience effectively.
- Project Collaboration: Coordinating tasks and projects among team members to ensure timely delivery.
- Reporting and Analytics: Generating reports to gain insights into sales performance and customer interactions.
Who Are Their Best Customers?
Capsule is trusted by over 40,000 customers since 2009. (capsulecrm.com) While specific customer stories are not detailed in the provided sources, businesses across various industries have successfully used Capsule to streamline their customer relationship management processes.
What Makes Capsule Different?
Capsule stands out due to its simplicity and ease of use, making it accessible for small to medium-sized businesses without the need for extensive training. Its ability to integrate seamlessly with a wide range of other tools allows businesses to customize their workflows effectively. Additionally, Capsule offers a free plan and affordable pricing tiers, making it a cost-effective solution for growing companies. (capsulecrm.com)
Legal Info:
For information on Capsule’s legal policies, you can refer to their Privacy Policy and Terms of Service.
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