The history from the person’s records are also displayed on their linked Organization. …as well as capturing addresses and phone numbers.Ĭapsule CRM holds and manages information such as notes, emails, files, and tasks. $15-$30 per user per month (billed monthly) ģ0-day free trial + a free version for up to 2 usersĪll your organization and contact details are in one place… You can send them an email to or tweet and they will get back to you with their expert advice. They have sales pipeline reports (great feature at this price point) but the options are not as robust as the top CRM monsters on our list have. You have to use third party integrations for that (MailChimp) It’s not a marketing automation tool like Zoho CRM Use a third party integration like MailChimp for that Not as complicated as some other CRMs we’ve reviewed I know a customer (not tech savvy) who moved from managing their pipeline and contacts on a spreadsheet to loading everything onto Capsule in a few hours. Improved But Still Old-Fashioned SearchĮasy to set up.

Capsule CRM Integrations Capsule CRM Cons:ġ. In this Capsule CRM review I’ll give you all the cons and pros to see whether it’s true or not. Well said, but there are always two sides to a coin… One Capsule CRM user said: “Capsule is like my favorite pair of jeans – it fits, never gets in the way, and makes me look good!” Plus, Capsule CRM costs about 10% of Salesforce and MS Dynamics 365… It has 5% of the features, but probably most of the features you’ll need for a small business. If enterprise level customer relationship management (CRM) solutions such as Salesforce and Microsoft Dynamics 365 overwhelm you, consider using Capsule CRM. He studied MC-IT Course from Melbourne University.

He is a CRM software enthusiast/analyst and the co-founder of. When you buy a CRM Software through links on our site, we may earn commissions. Disclosure: CRMAdvice is reader-supported.

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