Getting Started

What is Capsule?

Welcome to Capsule!

Capsule is a Customer Relationship Management Tool (CRM) that allows you to work independently or collaboratively in order to form meaningful relationships with your contacts.

Capsule isn’t limited to contact management though, instead it brings all of your daily activities into one place, from helping you to organize your calendar, keeping on top of sales deals and managing your projects.

Best of all, Capsule is very flexible. You can capture unique information that is bespoke to your business through customization. Getting the correct customization in place from the start allows you to build a CRM that fits your company’s needs. Information can be shared between the different services you use, like your accounting or email marketing service, with no need for double handling or systems out of sync. Information needed for all your daily activities is on hand, and importantly Capsule sets out customer information in a way you can confidently provide each customer with a personal experience.

Which plan is right for me?

Capsule offers four different pricing plans, Free, Professional, Teams and Enterprise. We always want you to choose the plan that will best suit the needs of your business.

If you’ve signed up for an account already, or if you’re still deciding which plan is going to be the right fit, we’ve put this handy guide together to help you to decide which plan is best for you and your business.

The Free Plan

If you have a fairly small number of contacts and mainly want to use Capsule as an address book then the Free plan could be a great fit for you. With the Free plan you can access all of the basic Capsule features, including Contacts, the Sales Pipeline, Opportunities and Projects.

The Free plan is perfect if you’re a smaller business or just starting out as it allows you to add up to 250 contacts and 50MB of storage, free of charge!

While there are some integrations available on the Free plan, if you’re hoping to integrate your accounting tool for example, you will need to be using either the Professional or Teams plan. The Free plan includes limited reporting, including access to the Sales Dashboard and the ability to create filtered lists.

The Professional Plan

The next tier up from the Free plan is the Professional plan. The Professional plan offers a contact limit of 50,000 and a file limit of 10GB per user, giving businesses plenty of room to grow their contact base.

If you are using accounting software such as QuickBooks or Xero for example, you can make use of our premium accounting integrations. Allowing you to easily sync contacts between systems and view invoice information directly in Capsule. If you’re a Mailchimp user the Professional plan also allows you to integrate Capsule with your marketing tool. These are just a few examples, read more on the different integrations available on our Add-Ons & Integrations page.

The Professional plan offers the same reports as the Free plan, however you can also report on User Activity, helping you to keep track of the number of phone calls and emails a user has completed, in order to measure performance.

The Teams Plan

The Teams plan offers all of the features of the Professional plan and more! The key differences between the Professional and Teams plan are:

• The ability to easily assign records to users. Assigning ownership of records makes it easier to manage your team and their activities, as well ensure records are being looked after. This is particularly helpful if you have a number of people on your team working with different contacts.
• Limit user access to certain records using Access Controls. Restricting access is a super useful feature if you’re going to have different departments using Capsule, such as a Sales Team and a Marketing Team, but you don’t want to give visibility of everything to all users. It can also be useful if you have information that you would only like the Management Team to have access to for example.
• Enhanced Sales Reporting including a connector to Google Data Studio, which allows you to create reports unique to your business.
• Ability to create and report on custom activity types.

You also get a higher contact limit with this plan (100,000) along with a greater storage limit of 20GB per user.

The Enterprise Plan

The Enterprise plan has been designed with larger businesses in mind, who require more hands-on help with their onboarding and ongoing account management. With the Enterprise plan you will be assigned a dedicated Customer Success Manager to help you with getting the account up and running, share best practice, train your super users, and hold regular reviews of the account.

This plan also comes with a higher contact limit (200,000), along with a greater storage limit (40GB per user).

The comparison table also gives an overview of the different features available on each plan.