Capsule CRM Review 2023: Best CRM for SMBs?

Capsule CRM provides some basic email marketing features, including creating templates and sending emails quickly and easily from within the platform.

Simply integrate your email with the platform and start connecting with your contacts directly from your CRM system.

Here are the options Capsule syncs with:

• Gmail
• Google Suite
• Outlook
• Microsoft 365

We got started with this feature by connecting our Gmail account with Capsule CRM.

From there, we were sending off emails like nobody's business.

We were able to make a few templates to make this process a lot easier. Here's a follow-up template we created within seconds.

Capsule also lets you add shared mailboxes so your entire team can easily send emails to your contacts.

This is fantastic because you can easily create a shared inbox for all your teams (sales, support, and marketing).

Regarding managing tasks, Capsule CRM provides a simplified solution that makes it easy to create tasks, assign users, and view everything from a calendar or a list view.

During our testing, we created some onboarding tasks that we typically deal with at SBB.

Here's the "add a task" interface to give you a better idea.

We especially like the ability to link the following to each task:

• Contacts
• Opportunities
• Projects

This means it's easier to keep your teams on the same page while completing tasks related to all aspects of your business.

At Small Business Bonfire, we understand the value of teamwork. With Capsule, it's never been easier to work together to tackle the tasks that come with running a successful business.

If you're struggling to manage any aspect of your deals, leads, or opportunities, look no further than Capsule CRM.

With their sales pipeline management, Capsule makes it easy to do the following:

• Create and manage multiple sales pipelines
• Track deals and leads
• Add custom stages to a pipeline
• View the status of each deal/lead
• Assign tasks to pipelines
• Organize contacts by stage in the sales cycle
• Analyze trends and performance metrics
• Create reports

For this section, we'll walk you through our process of creating a new pipeline called "Partnerships," which will (you guessed it) help us manage our affiliate marketing partnerships.

To start this process, we simply went to account management and sales pipelines. Then we clicked "add a new pipeline."

From there, we were able to add milestones for each stage in the pipeline. We really liked the ability to assign a probability percentage associated with each milestone.

Every business is unique in its own regard, so having the ability to fully customize this for your whole team to see was a huge boon (in our approximation).

Here's what our pipeline creation looked like once our milestones were customized and added.

We got our deals added and were able to easily manage them with the following customizable views:

• List
• Pipeline
• Dashboard

We especially liked the list view (shown below) as it allowed us to see how far along in each stage we were with a helpful progress bar.

All in all, effective pipeline management is a staple of a great CRM, and Capsule delivers the goods.

During our extensive testing of Capsule CRM, we were pretty impressed by the sales analytics and reporting that the platform provided.

Here are some of the metrics that we were able to track with Capsule's reporting features:

• Won/Lost opportunities by owner
• Won/Lost opportunities by team
• Lost opportunities by reason
• Lost opportunities by owner
• Average sales value
• Pipeline forecast

The CRM software provided us with a wealth of data that allowed us to make insightful decisions and improve our sales process.

We highly recommend Capsule CRM to any SMB looking to get a bird's eye view of their entire sales process.

Capsule's got you covered when it comes to managing and working on all your projects as a team.

They offer a simplified project management system designed for easy collaboration and task management.

We were able to easily accomplish the following with this feature:

• Assign tasks to individual users
• Add due dates & reminders
• Track progress with reports & dashboards
• Upload files from computer or cloud services

Here's how easy it was to add a project (screenshot below).

We especially liked how easy it was to add tags and custom fields, meaning that it's easy to customize each project to your specific needs.

Once your projects are added, you can easily view them in a board or a list view. We personally preferred the board view for the drag-and-drop functionality.

We were also impressed that there was virtually no lag when moving boards, allowing for seamless real-time collaboration between teams.

This feature is still in beta testing (meaning it's still being worked on while users like us test it).

It is currently possible to automate the following:

• Opportunities (pipelines)
• Projects (boards)

We created tons of automation throughout our testing, but for the purposes of this review, we'll walk you through the process of creating one for our Partnerships pipeline.

We created an automation that would send a follow-up email to any opportunity that reached the "Made Contact" stage in our pipeline.

We were able to easily add the automation, as well as link one of the email templates we had already created. This made the entire process take less than 5 minutes.

The final step was testing the automation to make sure it worked. Luckily, Capsule CRM provided us with the ability to test it out (screenshot below).

It worked like a charm, which then inspired us to create all kinds of other helpful automations as we tested the CRM.

At the end of the day, Capsule CRM takes the complexity out of creating workflow automations (even for beginners).

This is one of our favorite features that Capsule provides because it saves a lot of time for sales, marketing, and support teams across your entire business.

Essentially, with the AI Content Assistant, you can create AI-generated emails based with just a few commands.

The AI Content Assistant took us less than 30 seconds to get started with—all we had to do was fill out a few fields, and we were off to the races.

We used it to create an introduction email template for our affiliate partnerships.

Our Content Assitant took about 3 seconds to write the entire email, which (by hand) could have taken at least a few minutes.

We also liked easy it was to regenerate content if we didn't like how a specific section sounded.

AI generation is definitely a big part of marketing nowadays, and we are happy to see that Capsule comes through in this regard.

Capsule CRM offers a mobile app for both Android and iOS devices that allows users to do the following:

• View contacts, tasks, and opportunities easily
• Add new contacts & deals on the go
• Quickly respond to emails from customers
• Set up reminders & notifications

Basically, your entire team can access the full CRM from their mobile devices with Capsule.

In order to test every aspect of Capsule CRM, we downloaded the app on IOS and got started with it.

We were surprised by how easy it was to view our data from mobile. For a lot of the CRMs we've tested with mobile apps, the pipeline board doesn't translate very well.

With Capsule CRM, that was not the case. Here's our mobile view of our Partnerships pipeline.