Capsule CRM: Use-Cases, Insights and Reviews | 2025 Cuspera

Name: Capsule CRM
Brand: Capsule CRM
Rating: 4.15 (876 reviews)

4.15 5

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

(876)

Build stronger customer relationships, make more sales and save time.

Capsule CRM Overview

Capsule, developed by Zestia, addresses the common challenge of managing customer relationships effectively. This CRM solution streamlines the organization of customer data, simplifying the process of tracking interactions and sales opportunities. It supports businesses in maintaining clear communication channels with clients, thereby enhancing customer satisfaction and loyalty. Capsule's intuitive interface allows users to easily manage contacts, tasks, and sales pipelines, ensuring that critical customer information is always accessible. By offering customizable reports and dashboards, Capsule provides valuable insights into sales performance and customer engagement patterns. This enables businesses to make informed decisions and optimize their customer relationship strategies. Capsule is particularly beneficial for small to medium-sized enterprises seeking an efficient and user-friendly CRM tool to enhance their daily operations.

Use Cases

Customers recommend Contact List Management, Engagement Management, Forecasting, as the business use cases that they have been most satisfied with while using Capsule CRM.

Other use cases:

Workflow Management
Lead Tracking
Proposal & Quote Management
Communication Management
Lead Management
Pipeline Management
Collaboration

See all use cases See less use cases

Business Priorities

Increase Sales & Revenue and Acquire Customers are the most popular business priorities that customers and associates have achieved using Capsule CRM.

Other priorities:

Enhance Customer Relationships
Improve Stakeholder Relations
Improve ROI
Improve Internal Communications
Scale Best Practices

See all business priorities See less business priorities

Capsule CRM Use-Cases and Business Priorities: Customer Satisfaction Data

Capsule CRM works with different mediums / channels such as E-Mail. and Website.

Capsule CRM's features include Recording, Dashboard, Personalization, etc. and Capsule CRM support capabilities include Email Support, 24/7 Support, Phone Support, etc. also Capsule CRM analytics capabilities include Analytics, and Custom Reports.

Reviews

"...We needed somewhere where we could track all of our leads and automate our follow-up a little more smartly...." Peer review by Thomas S., Accounting

Capsule CRM, Less Annoying CRM, Floify, monday sales CRM, NetHunt CRM, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Capsule CRM simplifies contact, sales, task, and project management for startups, small to medium businesses, and larger organizations. Time saved can be spent on preferred activities.

Popular Business Setting

for Capsule CRM

Top Industries

Information Technology and Services
Computer Software
Marketing and Advertising

Popular in

Small Business
Mid Market
Enterprise

Capsule CRM is popular in Information Technology And Services, Computer Software, and Marketing And Advertising and is widely used by Small Business, Mid Market, and Enterprise.

Comprehensive Insights on Capsule CRM Use Cases

What benefits does Capsule CRM offer for Contact List Management?

Capsule CRM provides robust contact management capabilities that enable users to track contacts, organizations, and opportunities. It allows for the creation of customized categories and notes, as well as specific lists within existing contacts. Capsule’s contact list management features are limited by its inability to create lists based on multiple categories.

"...As I'm in service sector most important to me is a CRM that have a good contact history with my standard clients...." Peer review by Edo M, field agent/representative, Construction

Read Reviews

What Are the key features of Capsule CRM for Engagement Management?

What Are the key features of Capsule CRM for Forecasting?

Why is Capsule CRM the best choice for Workflow Management?

Why is Capsule CRM the best choice for Lead Tracking?

34+ more Business Use Cases

11 buyers and buying teams have used Cuspera to assess how well Capsule CRM solved their CRM needs. Cuspera uses 876 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.

Video

Capsule - Hit the ground running with CRM

Frequently Asked Questions(FAQ)

for Capsule CRM

What is Capsule CRM?

Capsule a CRM platform helps businesses stay organized, know more about the customers, build strong relationships, and to make the most of sales opportunities, all while minimizing user input. It helps to increase sales and revenue and enhance customer relationships.

Capsule also helps to tailor the system to meet the needs of different businesses, including custom fields, tags, and branding options. It also integrates with a range of leading small-business solutions for customer support, email marketing, document management, and accounting.

Its features include creating and managing a list of contacts, create tracks to match the business processes, easily track sales opportunities, insightful reports of sales performance, capturing the right information with custom fields to match the brand, and many more.

What is Capsule CRM used for?

Capsule CRM is a CRM Software mainly used by its customers to Increase Sales & Revenue and Acquire Customers by Contact List Management, Engagement Management and Forecasting .