Capsule CRM Review 2023: Best CRM for SMBs?
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Bonfire Rating: 4.6/5 Capsule is perfect for SMBs that want a no-frills CRM designed to help your teams succeed!
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/*! elementor - v3.14.0 - 18-06-2023 */
.elementor-widget-text-editor.elementor-drop-cap-view-stacked .elementor-drop-cap{background-color:#69727d;color:#fff}.elementor-widget-text-editor.elementor-drop-cap-view-framed .elementor-drop-cap{color:#69727d;border:3px solid;background-color:transparent}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap{margin-top:8px}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap-letter{width:1em;height:1em}.elementor-widget-text-editor .elementor-drop-cap{float:left;text-align:center;line-height:1;font-size:50px}.elementor-widget-text-editor .elementor-drop-cap-letter{display:inline-block} Finding the right CRM for your business is a lot like finding the right partner. There’s no one-size-fits-all solution, and picking the wrong one (in either situation) will result in time and money lost trying to regroup. I’m AJ, and I know a thing or two about CRMs (and frankly if we’re sticking with the analogy, love). I built my business over the last decade using all kinds of customer relationship management tools . Now, after selling my business (for a sizeable amount), my wife and I are traveling the world, helping entrepreneurs get their ideas off the ground with Small Business Bonfire (SBB). So for this review, let’s dig into a CRM solution that’s been on our radar for a while now—Capsule CRM. We’ll get into everything from the pricing to the features (and everything in between), so you don’t have to. Let’s break it down! By the way—we made a list of the best CRMs for small businesses for you to check out when you’re done reading.
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You Can Trust Small Business Bonfire Since 2009 Small Business Bonfire has been testing and rating thousands of business software to help you (our small business owners) start & scale your organizations. If you want to know more about how we test, please read this article here.
/*! elementor - v3.14.0 - 18-06-2023 */
.elementor-heading-title{padding:0;margin:0;line-height:1}.elementor-widget-heading .elementor-heading-title[class*=elementor-size-]>a{color:inherit;font-size:inherit;line-height:inherit}.elementor-widget-heading .elementor-heading-title.elementor-size-small{font-size:15px}.elementor-widget-heading .elementor-heading-title.elementor-size-medium{font-size:19px}.elementor-widget-heading .elementor-heading-title.elementor-size-large{font-size:29px}.elementor-widget-heading .elementor-heading-title.elementor-size-xl{font-size:39px}.elementor-widget-heading .elementor-heading-title.elementor-size-xxl{font-size:59px} What is Capsule CRM?
Capsule CRM is a cloud-based CRM (customer relationship management) system designed to: Help streamline workflow Improve customer communication Keep businesses organized Save time for all your teams (sales, marketing, support) It’s intuitive to use (despite a somewhat outdated interface), which is essential for entrepreneurs juggling a million things. The platform also offers plenty of customization features, allowing you to tailor it to your particular needs. Speaking of features, here are some that we love about Capsule CRM: Project management Contact management Customizable sales pipeline AI Content Assistant Email marketing tools Advanced sales reporting Mobile app Task and calendar management As you can see, the platform doesn’t skimp on features. It’s an excellent option for SMBs who want a no-nonsense CRM designed for team collaboration that won’t break the bank. It’s also perfect for startups that want to get the feel of the CRM with the free version (up to 2 users with 250 contacts).
Pros and Cons of the Capsule CRM
Capsule CRM has many benefits, but it’s important to go over the negatives as well. Here are the pros and cons of Capsule CRM.
Capsule CRM Pros
Easy-to-use sales pipeline
Affordable pricing
Free plan for two users and 250 contacts
Great contact management
Project management capabilities
Capsule CRM Cons
Lacks advanced marketing features
The user interface (UI) could use an update
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Visit Capsule CRM
Who is Capsule CRM Best Suited For?
Capsule CRM provides a lot of great utility for businesses, but let’s narrow it down a little. Here’s who we think Capsule is best suited for overall: Small businesses – Capsule CRM allows businesses to grow from the ground up. It has a whole suite of features that are great for small businesses, such as AI assist technology, a mobile app, and project management capabilities. Midsize businesses – With multiple pipelines, over 200,000 contacts, and workflow automation capabilities, Capsule is great for midsize businesses looking for a simple but powerful CRM solution. Startups – You can get started with Capsule CRM for free for up to two users (and 250 contacts), making it a perfect place to start for bootstrapping entrepreneurs.
Who is Capsule CRM Not Suited For?
There’s no perfect solution, and Capsule CRM is no exception. Here are some of the types of businesses who may want to look elsewhere: Marketing agencies – If you’re a marketing agency looking for a CRM with advanced, sophisticated data tracking and analytics capabilities, Capsule may not be the best fit. Large enterprises – For larger enterprises with complex needs and requiring a more robust feature set, there are better options (with a higher price tag).
Capsule CRM Software Pricing
Capsule CRM offers four pricing plans. They are the following: Free – Free for up to two users, 250 contacts Professional – $18/month Teams – $36/month Enterprise – $54/month
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How Does Capsule CRM Pricing Compare?
Now, let’s see how Capsule CRM stacks up against other great CRM solutions regarding features and pricing. For this review, we’ll break down the basic paid pricing plans for some of the most popular CRM platforms in the biz. Capsule CRM – $18/month Free plan for 2 users and 250 contacts Project management Deal/lead pipeline management 10 AI content assists Mobile app Pipedrive – $14.90/month No free plan Deal/lead pipeline management Customizable pipeline Calendar view Mobile app Copper CRM – 29/month No free plan 2,500 contact limit Deal/lead pipeline management Mobile app Google Workspace (formerly G Suite) integration HubSpot CRM – $50/month Free tools Deal/lead pipeline management Tons of integrations Live chat Mobile app As you can see, all of these popular CRM platforms offer some sort of mobile app (which we love). The most affordable (at first glance) is Pipedrive. However, when you consider that Pipedrive charges extra for additional features, such as their LeadBooster ( $32.50/month ) or Projects ( $8/month ), Capsule CRM becomes the clear winner here . Plus, with a free plan for up to two users, Capsule CRM really is one of the most affordable options on the market.
Capsule CRM Pricing Tips
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Free Trial Capsule CRM offers a 14-day free trial for all of its plans. Be sure to take advantage of these and try out all the features the platform has to offer before committing.
Free Plan Capsule CRM's free plan is a great way to get started with the platform, especially if you're just starting out and don't need all the bells and whistles of the paid plans. Plus, you can always upgrade as you scale your business.
CRM Core Features
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Contact Management
Contact management is one of the most important aspects of a CRM as far as we're concerned. We're happy to say this is a strong suit for Capsule CRM . We were able to easily add new contacts simply by filling out a few basic fields and then organizing them into categories for easy reference. What's great is that Capsule allows you to add custom contact fields to tailor your contact management system to the specific needs of your business. We got started by adding some affiliate marketing and PPC campaign contacts . Here's the interface for adding a new contact (to give you some context). As you can see, the interface isn't exactly the most sleek, but it is certainly simple and easy to read. With Capsule CRM, you can easily accomplish the following with your contacts: Track activity on each contact Organize contacts into categories Add notes to contacts in real time Create custom fields View pipeline value for each contact Search contacts with tons of filters Plus, the dashboard view allows you to drag and drop categories to arrange them in a way that best suits your workflow. Here's what our contact management dashboard looked like after we had put in some current (and potential) affiliate and PPC partners. Our takeaway: Capsule CRM is definitely worth considering if you're looking for an easy and affordable way to manage your contact information . The fact that it's very customizable is just the icing on the cake, in our opinion.
Email Marketing
Capsule CRM provides some basic email marketing features, including creating templates and sending emails quickly and easily from within the platform . Simply integrate your email with the platform and start connecting with your contacts directly from your CRM system. Here are the options Capsule syncs with: Gmail Google Suite Outlook Microsoft 365 We got started with this feature by connecting our Gmail account with Capsule CRM. From there, we were sending off emails like nobody's business. We were able to make a few templates to make this process a lot easier. Here's a follow-up template we created within seconds . Capsule also lets you add shared mailboxes so your entire team can easily send emails to your contacts. This is fantastic because you can easily create a shared inbox for all your teams (sales, support, and marketing).
Task & Calendar
Regarding managing tasks, Capsule CRM provides a simplified solution that makes it easy to create tasks, assign users, and view everything from a calendar or a list view. During our testing, we created some onboarding tasks that we typically deal with at SBB. Here's the "add a task" interface to give you a better idea. We especially like the ability to link the following to each task: Contacts Opportunities Projects This means it's easier to keep your teams on the same page while completing tasks related to all aspects of your business. At Small Business Bonfire, we understand the value of teamwork. With Capsule, it's never been easier to work together to tackle the tasks that come with running a successful business.
Sales Pipeline
If you're struggling to manage any aspect of your deals, leads, or opportunities, look no further than Capsule CRM. With their sales pipeline management, Capsule makes it easy to do the following: Create and manage multiple sales pipelines Track deals and leads Add custom stages to a pipeline View the status of each deal/lead Assign tasks to pipelines Organize contacts by stage in the sales cycle Analyze trends and performance metrics Create reports For this section, we'll walk you through our process of creating a new pipeline called "Partnerships," which will (you guessed it) help us manage our affiliate marketing partnerships. To start this process, we simply went to account management and sales pipelines. Then we clicked "add a new pipeline." From there, we were able to add milestones for each stage in the pipeline. We really liked the ability to assign a probability percentage associated with each milestone . Every business is unique in its own regard, so having the ability to fully customize this for your whole team to see was a huge boon (in our approximation). Here's what our pipeline creation looked like once our milestones were customized and added. We got our deals added and were able to easily manage them with the following customizable views: List Pipeline Dashboard We especially liked the list view (shown below) as it allowed us to see how far along in each stage we were with a helpful progress bar. All in all, effective pipeline management is a staple of a great CRM, and Capsule delivers the goods.
Sales Analytics
During our extensive testing of Capsule CRM, we were pretty impressed by the sales analytics and reporting that the platform provided. Here are some of the metrics that we were able to track with Capsule's reporting features: Won/Lost opportunities by owner Won/Lost opportunities by team Lost opportunities by reason Lost opportunities by owner Average sales value Pipeline forecast The CRM software provided us with a wealth of data that allowed us to make insightful decisions and improve our sales process. We highly recommend Capsule CRM to any SMB looking to get a bird's eye view of their entire sales process .
Projects
Capsule's got you covered when it comes to managing and working on all your projects as a team . They offer a simplified project management system designed for easy collaboration and task management. We were able to easily accomplish the following with this feature: Assign tasks to individual users Add due dates & reminders Track progress with reports & dashboards<
