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.
Task list getting ticked off and sales pipeline kanban with drag-and-drop cards in Capsule
Capsule offers four different paid pricing plans, Starter, Growth, Advanced and Ultimate. We also have a free plan if you have a small number of contacts and users. 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 Starter plan offers a contact limit of 30,000 and a file limit of 10GB per user, giving businesses plenty of room to grow their contact base. It also offers 10 AI Content Assists per month, to suggest and enhance your written content. You’ll also be able to create and store up to 5 Email Templates that can be easily reused, saving you time and ensuring consistency in your email communications.
If you’re using accounting software such as QuickBooks Online or Xero for example, you can make use of our key accounting integrations. They allow you to easily sync contacts between systems and view invoice information directly in Capsule.
These are just a few examples. Read more on the different integrations available on our Add-Ons & Integrations page.
The Starter plan also allows you to 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 Growth plan offers all of the features of the Starter plan and more! The key differences between the Starter and Growth 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.
Important Fields allow you to prioritize and highlight key information within Capsule, ensuring you can focus on inputting crucial details.
Multiple Sales Pipelines enable you to manage various sales processes or product lines within a single Capsule account, providing flexibility and customization to suit your business needs.
Workflow Automation streamlines your business processes by automating repetitive tasks and actions, helping you save time and maintain consistency in your operations.
Ability to create and report on custom activity types.
You also get a higher contact limit with this plan 60,000 along with a greater storage limit of 20GB per user, as well as 1000 AI Content Assists a month and 50 Email Templates.
The Advanced plan offers all of the features of the Growth plan. The key difference between the Growth and Advanced plan is that the Advanced plan offers higher quotas across the features for more flexibility.
You’ll get a higher contact limit with this plan; 120,000 along with a greater storage limit of 30GB per user.
You’ll also be able to create up to 50 Teams, 50 Sales Pipelines and 50 Project Boards. You’ll be able to add up to 300 Custom Fields, 500 Email Templates and 5 Shared Outboxes.
The Ultimate plan has been designed with larger businesses in mind, who require more hands-on help with their onboarding and ongoing account management. With the Ultimate plan you will be assigned a dedicated Customer Success Manager to help you with getting the account up and running, share best practices, train your users, and hold regular reviews of the account.
This plan also comes with a higher contact limit (240,000), along with a greater storage limit (50GB per user).
The comparison table also gives an overview of the different features available on each 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 a paid plan. The Free plan includes limited reporting, including access to the Sales Dashboard and the ability to create filtered lists.