{"id":236165,"date":"2024-06-25T13:17:08","date_gmt":"2024-06-25T13:17:08","guid":{"rendered":"https:\/\/michigandigitalnews.com\/index.php\/2024\/06\/25\/capsule-crm-review-june-2024-crm-features-pricing-and-scalability\/"},"modified":"2025-06-25T17:16:14","modified_gmt":"2025-06-25T17:16:14","slug":"capsule-crm-review-june-2024-crm-features-pricing-and-scalability","status":"publish","type":"post","link":"https:\/\/michigandigitalnews.com\/index.php\/2024\/06\/25\/capsule-crm-review-june-2024-crm-features-pricing-and-scalability\/","title":{"rendered":"Capsule CRM review June 2024: CRM features, pricing, and scalability"},"content":{"rendered":"

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Capsule customer relationship management (CRM) software<\/a> has over 10,000 customers, including startups, small to medium-sized businesses (SMBs), and enterprise-sized companies, and they are happy with the CRM\u2019s comprehensive but straightforward system. The CRM tool, which earned 4.7 stars out of 5 on G2, packs features that help businesses stay organized, build stronger customer relationships, and make the most of sales opportunities. Its reasonably priced plans also include project management and artificial intelligence (AI) features.\u00a0<\/p>\n

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All rates and fees are current as of June 25, 2024, and are subject to change.\u00a0<\/p>\n

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Capsule CRM<\/h4>\n
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Base price:<\/td>\n

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Starting at $18 per month<\/td>\n


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Free trial length:<\/td>\n

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14 days<\/td>\n


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Free plan available:<\/td>\n

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Yes<\/td>\n


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Capsule CRM service plan overview<\/strong><\/h2>\n

Capsule offers four plans priced per user, per month, but you can choose to pay monthly or annually, with annual subscriptions providing a 15% discount. Not only will you access features that enhance your customer relationships on a system that several customers agree is easy to use, but you\u2019ll also enjoy seamless integration with more than 1,000 third-party apps on mobile and desktop devices, alongside 99.99% uptime.\u00a0\u00a0<\/p>\n

This CRM system\u2019s lowest tier offers a free version with limited features, while the higher tiers offer a 14-day trial and more features. For example, you\u2019ll get 10 shared mailboxes, 100 sales pipelines, 100 project boards, 240,000 contacts, 1,000 email templates, and AI content assists, and unlimited custom fields on Capsule\u2019s Ultimate plan.\u00a0<\/p>\n

\n\n\n\n\n\n\n\n\n
Plans<\/th>\nFeatures<\/th>\nFree trial or
plan?<\/th>\n		Monthly price per
user<\/th>\n<\/tr>\n<\/thead>\n
Starter<\/th>\n 1 sales pipeline
1 project board
50 custom fields
30,000 contacts
5 email templates
1 shared mailbox
10 AI content assists
Activity reporting
Key integrations
Task management\u00a0
Task reminders
Customer milestone tracking<\/td>\n		Free plan
available for two
users and 250
contacts<\/td>\n		$21<\/td>\n<\/tr>\n
Growth<\/th>\nAll Starter plan features plus:\u00a0
\u201cImportant\u201d tags
Workflow automation
Custom activity types
Advanced sales reporting
User activity reporting\u00a0
User roles and permissions<\/td>\n		14-day trial<\/td>\n$38<\/td>\n<\/tr>\n
Advanced<\/th>\nAll Growth plan features with up
to 10X more capacity<\/td>\n		14-day trial<\/td>\n$60<\/td>\n<\/tr>\n
Ultimate<\/th>\nAll Advanced plan features plus:\u00a0
Implementation support
Import assistance
Custom training
Dedicated account manager
Ongoing priority support<\/td>\n		14-day trial<\/td>\n$75<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
Starter<\/th>\n<\/tr>\n
1 sales pipeline
1 project board
50 custom fields
30,000 contacts
5 email templates
1 shared mailbox
10 AI content assists
Activity reporting
Key integrations
Task management\u00a0
Task reminders
Customer milestone tracking<\/td>\n<\/tr>\n
Free plan
available for two
users and 250
contacts<\/td>\n<\/tr>\n
$21<\/td>\n<\/tr>\n
Growth<\/th>\n<\/tr>\n
All Starter plan features plus:\u00a0
\u201cImportant\u201d tags
Workflow automation
Custom activity types
Advanced sales reporting
User activity reporting\u00a0
User roles and permissions<\/td>\n<\/tr>\n
14-day trial<\/td>\n<\/tr>\n
$38<\/td>\n<\/tr>\n
Advanced<\/th>\n<\/tr>\n
All Growth plan features with up
to 10X more capacity<\/td>\n<\/tr>\n
14-day trial<\/td>\n<\/tr>\n
$60<\/td>\n<\/tr>\n
Ultimate<\/th>\n<\/tr>\n
All Advanced plan features plus:\u00a0
Implementation support
Import assistance
Custom training
Dedicated account manager
Ongoing priority support<\/td>\n<\/tr>\n
14-day trial<\/td>\n<\/tr>\n
$75<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n

Best Capsule CRM plan for small businesses: Starter Plan<\/strong><\/h3>\n

While larger enterprises find it rather basic, the Capsule Starter plan is ideal for smaller businesses looking to organize their contacts and leads, manage customer relationships, and seize sales opportunities. This CRM plan allows you to manage your contacts (up to 30,000) and provides an overview and deep dive into customer interactions, including calls and emails.\u00a0<\/p>\n

The Capsule Starter plan also helps you track sales opportunities by allowing you to track sales as they progress. But don\u2019t forget that you can build only one sales pipeline<\/a> with this plan, and its reporting function is limited.\u00a0<\/p>\n

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Pros<\/h3>\n