Accelo
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Complete and easy contact management
- Efficient sales management
- Track bids, deals, proposals and other opportunities
- Dashboard opportunities overview
- Adding milestones
- Linking milestones with a success factor
- Includes a standard set of milestones
- Easy to-do list and calendar management
- Easy customization of information categories to fit your business
- Secure access of your account from anywhere
- Easy sharing of contacts with co-workers to assure the entire team has a single up-to-date view of the contact
- Tracking of all email communications into Capsule
- Quick document management, making it easy to attach documents and other files
- Integration of contacts from Outlook, Gmail, vCard, spreadsheets and any CSV file
- Easy creation and analysis of reports
- Customization of the sales milestones and process
- Management groups of contacts with lists using tags
- Easy addition of notes and other information about the contact
- Serious data security
- Controlled access
- Multiple backup
- One master copy of your data on secure servers
- Automatic upgrades
- Compatible with Windows, Mac, or Linux
- Brand your Capsule account using your colors and logo
Pricing Info
Pricing Info
Capsule offers a flexible, pay-as-you go service. There are four paid plans offered and a free version. All paid plans offer a free 14-day trial:
Free
- Up to 2 users
- 10MB storage
- 250 contacts
Starter –
$18 per user/month
- 14-day free trial
- 10GB storage per user
- 30,000 contacts
- 1 Sales Pipeline
- 1 Project Board
- 50 Custom Fields
- 5 Email Templates
- 1 Shared Mailbox
- 10 AI Content Assists
- Unlimited Sales Opportunities, Projects & Tracks
- Activity reporting
- Key integrations including Microsoft 365, Google, Xero, QuickBooks, Mailchimp, Zapier & many more
Growth
–
$36 per user/month
Everything in Starter, plus:
- 14-day free trial
- 20GB storage per user
- 60,000 contacts
- 5 Sales Pipelines
- Workflow Automation
- 5 Project Boards
- 50 Email Templates
- 150 Custom Fields
- 3 Shared Mailboxes
- 1000 AI Content Assists
- Important Fields
- User Roles & Permissions
- Activity reporting & custom activity types
- Advanced Sales Reporting
- Reporting by team
- Sales forecasting
- Custom reports with Google Looker Studio
Advanced
– $54 per user/month
Everything in Growth, plus:
- 120,000 Contacts
- 30GB Storage per User
- 500 Email Templates
- 50 Sales Pipelines
- 50 Project Boards
- 300 Custom Fields
- 5 Shared Mailboxes
Ultimate
– $72 per user/month
- 240,000 Contacts
- 50GB Storage per User
- 100 Sales Pipelines
- 100 Project Boards
- Unlimited Custom Fields
- 1000 Email Templates
- 10 Shared Mailboxes
- Implementation Support
- Import Assistance
- Custom Training
- Dedicated Account Manager
- Ongoing Priority Support
Integrations
Integrations
Official Mobile App
- Capsule Mobile
Contacts
- Google Contacts
Contracts & proposals
- FormStack
- NiftyQuoter
- Quotient
- Tidy Build
- Better Proposals
Customer Success
- Akita
Marketing & Email Marketing
- Transpond
- MailChimp
- Leadinfo
Google integrations
- Gmail
- Google Calendar
- Google Contacts
- Google Data Studio Connector
- Google Workspace SSO
Help desk
- Zendesk
- Help Scout
- Enchant
Integration platforms
- Zapier
- Flow XO
- Cyclr
- LeadsBridge
- ZapUp
- Make
- Zoho Flow
- Integrately
Inventory management
- Cin7
- DEAR Systems
Invoicing & Accounting
- QuickBooks Online
- Xero
- KashFlow
- FreeAgent
- FreshBooks
- Sage Business Cloud Accounting (UK)
- Paycove
Job & time tracking
- Toggl
- Clockify
- Tidy Work
Migration services
- Trujay
Office Management
- Office R&D
Project Management
- Tidy Enterprise
Telephone & VoIP
- Kixie
- Invoco
- CircleLoop
- Yay
- SwitchboardFree
Website chat
- Reve
- Userlike
Website forms
- Wufoo Forms
- Ninjaforms
- Gravity Forms
Want to develop your own integration?
Capsule’s RESTful API can be used by developers to create clever add-ons or to integrate Capsule with other applications.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
None indicated
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
An easy web-based CRM to help small businesses manage their business relationships with clients, vendors leads and other contacts.
Company Email
support@capsulecrm.com
Company's Address
None indicated
Capsule CRM Comparisons
Popular Capsule CRM Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Process automation
- Sales module
- Team scheduling
- Client records
- Synchronization
- Timers
- Mobile app
- Automated notifications
- Quotes
- Project planning
- Project tracking
- Project collaboration
- Activity stream
- Task management
- Time tracking
- Expenses
- Invoicing
- Client portal
- Issues dashboard
- Integrations
Pricing Info
Accelo offers various products you can mix and match and choose from. There’s also a free trial available which you can get by signing up in Accelo. For the products, here are its pricing details:
Sales
Sales Plus – $16/user/month (billed annually) or $19/user month-to-month
- Client Portal
- Email Campaigns
- Quotes
- Smart CRM & Email Tracking
- Sales Tracking
- Tasks, Notes & Attachments
Sales Premium – $34/user/month (billed annually) or $39/user month-to-month
- All Sales Plus Features
- Automated Triggers and Notifications
- Customized Business Processes
- Team Scheduling
- Unlimited Custom Sale Types
Projects
Projects Plus – $16/user/month (billed annually) or $19/user month-to-month
- Client Database & Email Tracking
- Client Portal
- Client Signoffs & Approvals
- Project Management
- Tasks, Notes & Attachments
- Time Billing & Invoicing
Projects Premium – $34/user/month (billed annually) or $39/user month-to-month
- All Projects Plus Features
- Automated Triggers & Notifications
- Customized Business Processes
- Expenses
- Team Scheduling
- Unlimited Custom Projects Types
Service
Service Plus – $16/user/month (billed annually) or $19/user month-to-month
- Client Database
- Client Portal
- Client Signoffs & Approvals
- Email Tracking
- Service & Issue Tracking
- Tasks, Notes & Attachments
- Time Billing & Invoicing
Service Premium – $34/user/month (billed annually) or $39/user month-to-month
- All Service Plus Features
- Automated Triggers & Notifications
- Customized Business Processes
- Expenses
- Team Scheduling
- Unlimited Custom Issue Types
Retainers
Retainers Plus – $16/user/month (billed annually) or $19/user month-to-month
- Contract & Retainer Tracking
- Client Database
- Client Portal
- Client Signoffs & Approvals
- Email Tracking
- Tasks, Notes & Attachments
- Time Billing & Invoicing
Retainers Premium – $34/user/month (billed annually) or $39/user month-to-month
- All Retainers Plus Features
- Automated Triggers & Notifications
- Customized Business Processes
- Expenses
- Team Scheduling
- Unlimited Custom Retainer Types
ServOps (includes all products above in one)
ServOps Plus – $34/user/month (billed annually) or $39/user month-to-month
- All Plus Plan Features of Sales, Projects, Service, and Retainers Products
ServOps Premium – $69/user/month (billed annually) or $79/user month-to-month
- All ServOps Plus Features
- Automated Triggers & Notifications
- Customized Business Processes
- Expenses
- Team Scheduling
- Unlimited Custom Sale, Project, Ticket and Retainer Types
Integrations
Accelo integrates with the following business systems and applications:
- Office 365
- Google for Work
- Salesforce
- MailChimp
- QuickBooks
- Xero
- Authorize.net
- PayPal
- JIRA
- Stripe
- Campaign Monitor
- Zapier
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Angie’s List, Relevant, ZirMed
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Accelo is a cloud-based software that combines simple and powerful tools for professional services for businesses. It automates various processes to increase productivity and profitability. It comes with tools for sales, projects, services, retainers, and servops. The platform also integrates with many third-party apps such as G Suite, Office 365, Xero, Quickbooks, and more.
Company Email
Contact No.
Company's Address
530 Howard St, Floor 2
San Francisco, CA, 94105
USA
Accelo Comparisons
Popular Accelo Alternatives
If you test different CRM Software solutions you shouldn’t just explore their features list and offered pricing plans. Consider that the app should be adjusted to your needs and business so the more flexible their offer the better. Check which OSes are supported by Capsule CRM and Accelo and ensure you will obtain mobile support for whatever devices you use in your company. You should also find out which languages and geographies are supported, because this may be a deal breaker for many businesses.
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