Capsule Reviews

Simple contact and account management, link task reminders to contacts and or opportunities.
Integration with GMail etc, Xero, MailChimp

Mobile app could be a litte more user friendly, it would be great to automatically add a follow-up task when you close one. But these are both really minor issues in the grand scheme!

We really like the interface and how it is organised.
Best feature is the gmail integration.

Im hoping that we can connect a certain gmail contact and automatically have every new email/conversation feed into the same contact on capsule.

I found the software easy to use and fairly intuitive for the everyday user. It managed leads adequately and allowed me to find my information easily.

We needed a tool that would allow us to easily track booked events on a calendar and see trends of inquiries for specific dates. Capsule lacked an effective calendar tool to help us manage leads by date which made it ineffectual for us.

It's intuitiveness is certainly my biggest positive. To be able to get the system up and running quickly and efficiently is a massive plus point. It keeps me focussed on what I need to do daily and it has yielded results.

If I'm being picky I would like the ability to turn some features off. For example I don't use cases so I'd prefer if it just wans't there but it's a minor point.

Capsule CRM is great for a small business CRM. We use it primarily for contact management and sales pipeline tracking. We love the Outlook integration so that it stores your email activity. Also, the ability to customize your own categories for contacts, customers and the stages of your sales cycle -- all of this is great.

I don't really use the calendar feature, but that's not to say it wouldn't be useful if someone wanted that option.

I think the only potential drawback some may have is that Hubspot has their free version, which has some similar functionality to Capsule CRM. However, what is GREAT about Capsule is its simplicity. We also looked at Hubspot, but it was overly complex for our small business needs.

The client management, and the ability to keep things easy to use and not over complicate day to day activities

The search bar feature could be improved as search key words rather than phrases

It is a highly customizable software CRM. Track every interaction with stakeholders using the web app, email plugins, and most importantly the iOS app! The app uses the cloud based client database as a sort of substitute for your phone’s address book, phone dialer, and portal to add client interactions. Best mobile app for a CRM platform!

It can be tricky linking interactions with multiple stakeholders.

CAPSULE is extremely easy to use and is built for users, not programmers.
Developing one's knowledge and understanding developes in easy steps and is well supported by superb documentation

I have not come across any to date, including webcam training , on line documentation

I used Capsule maybe 5 years ago managing my own small client base. Now I'm working with a small non-profit that has 100s of contacts we need to manage and track. After trying a couple of the biggies I was so glad to get back to Capsule! It's even better than I remember

I want a magic genie that will enter all my data while I take a nap!

- Excellent tool for managing sale leads
- Easy to use GUI
- Easy customer communication tracking with leads
- Task delegation to team
- Easy sale pipelines management
- Integration with help desk portals
- Integrations with G Suite

- No integration with Office 365
- No mass mailouts in capsule for marketing purpose
- Free trail requires credit card which isn't good

The one thing I like the most about Capsule is its simplicity. It might not have all the "bells and whistles" that other CRM platforms have but it does its job.

The sales pipeline, for example, it is very good because it is intuitive and gives you the key information you need for lead generation and sales – including clear analytics that show you how things have been going.

Another thing I am a fan of are Capsule's tasks and their automation. Simply lay out a process and break it into steps, or tasks, and have each one become active once the task that came before has been completed. For me, a mobile app is something I always look at when picking up a tool, so it was great to see that Capsule does have one, which means that I can work even when I am not at my computer.

While Capsule has a free plan, it comes with a contacts limit that you are likely going to hit in a few months. This may not seem like a problem when you are getting started but it may turn out to be a bit of an issue if you decide to opt for a different CRM solution and need to migrate everything from Capsule.

Also, keep in mind that Capsule might not have some features you may want a CRM to have so I would suggest looking at its features list carefully before signing up.

Free version is mostly perfect for my needs. Contacts database, contacts history, opportunities creating and following, procedure design and editor, flexibility.

Free version have a limit to 250 contacts.

Super easy to start using , the pipeline is the best way to keep track of sales process and visually easy to keep track of

I feel it needs to automatically remind me of thing, I use this to track inquiries and sometimes people fall through the cracks. if for some reason I forget to start an opportunity I won't see the customer on the sales pipeline, maybe its just the way im using this.

This software is very easy to use, and we have had great success with using it to communicate internally to better serve our clients. The calendar view for tasks is my favorite to stay on top of everything.

I would like to see an added feature of being able to pin notes to the top of the home page for a Person/Organization.

Capsule is very easy to use and for someone who hates complex tech it is reassuring straightforward

We haven't integrated the software with our other systems so we are probably missing a trick. What I like least is the fact that I do have to somethings twice. I probably need some coaching!

Ease of use, especially the mobile app which you can update and access easily when on the move.

I would like to be able to send emails with attachments from Capsule directly, that is the feature I need the most which is not available.

That it is easy to use, has many fields and ways to enter data. Being able to enter notes is a great help. Ease of finding people or companies in the data base and link people to companies.

We aren't able to create emails with graphics to send to mass mailing with ease.

This software is easy to set-up and use and will aid your business and its professionalism.

We love this product and have no negatives about it ease of use or all round compatibility.

Its so easy to use and its simplicity really helps me to save time

The only thing is that sometimes the contacts are duplicated when I add in an organisation

What I like most is keeping notes and tracking all phone calls and customer interaction with ease to follow up.

Possibly a way to add photos to activity log.

The interface is simple but modern and intuitive. The bundled mobile app is convenient on the go. Integration with Xero and Google suite is just perfect. It syncs with Google contacts, Gmail integration feels like it's built-in, no need to install and maintain pesky Chrome extensions! There's also Google tasks integration that we plan to explore. With Xero, we can sync customer information and manage it solely in Capsule. Invoices and overdue payments can also be seen in one place inside Capsule.

As a startup who explores and experiments with business processes a lot, changing requirements also needs fast solutions. Capsule integration with third-party apps is really good but not perfect. Capsule lets you use their app however you please and does not suggest best practices out of the box. This freedom can sometimes lead to a lot of research, analysis paralysis, and being stuck. We reached that point but customer support was so awesome that they went out of their way to walk us through the most viable solution available.

Easy to use, inexpensive, has all the features I need for my small business

Can't think of any improvements I need at the moment

Tasks, Mobile friendly, team management

I like it all, easy to use it. Mobile friendly

Very simple! Easy to learn.

Changing some of the fields to be customized would be great! There is a way to add custom fields but it would be nice to edit some of the already existing ones to be able to use our 'lingo' instead.

Price, ease of use, speed

There are actually a handful of features that I would like but are missing. There are workarounds, however.