Capsule CRM Reviews & Product Details

Great tool - I like the customizability best - can tailor it to your custom requirements Customer support is brill too - I've reached out twice and have got a very prompt response every time

Maybe just the bit that it copies all email trails into every activity logged

Helps keep all lead and sales data in one place - consolidated info by opportunitiy

The major upsides of Capsule CRM are it's ease of use, management of new contacts or customers in proper and hassle free manner.

Things which could be improved are: Customisation of user interface and its appeal. Lack of customisation in terms of dashboard, overall software experience. Integration with MailChimp or any other mailing address. Third party integrations must be improved.

In managing leads which we receive through various portals. Managing contacts of prospects which we are sure of closure. Managing & maintaining active sales pipeline is easy. Budget friendly for small organisations.

It's intuitive and easy to use. Fairly customisable too so you can fit it to different kinds of businesses.

Like any CRM, these software programmes are only as good as the data inputted. Tagging and labelling is labour intensive but absolutely necessary to ensure your lists for marketing are kept up to date. This relies heavily on human participation!

I have a central repository for all client information. Overtime, other users will be added so we can all see what's happening with those clients. We can also keep track of our pipeline of sales, at the different stages. And finally, we can integrate with the likes of MailChimp to keep our mailer lists up to date.

I love how simple and straightforward it is.

I wish there was a better way to automate sending contracts and invoices.

Keeping track of leads.

It's a pretty useful tool. This application will make your job simpler; it not only improves organisational management, but it also increases efficiency and saves effort for making a saleIt enables me to collect and monitor customer leads more efficiently. It also aids in collaborative job assignment. It also improves the effectiveness of sales management..

It takes a lot of time for the initial set up for which they should come with some other alternative to speed up the process.

It has enabled to collect and monitor customer leads more efficiently. It also aids in collaborative job assignment. It also improves the effectiveness of sales management.

CapsuleCRM has a very nice UX and loads of intergrations. It's worked really well for us and helped us grow as a result.

It could maybe include some more automations with regards to email campaigns but it looks like they are working towards this.

It's been at times THE reason we've grown our business.

The price-point of Capsule CRM fits our small business budget without sacrificing features.

Having additional API integrations would be very useful, however, the API's available are still quite robust.

Capsule CRM has helped us to organize our leads and customers and has allowed us to increase our sales and productivity in a short period of time.

Simple and easy to use interface, allowing to search profiles efficiently.

Can use more updates, such as additional search tools, allowing users to broaden search results.

Able to collaborate with other sales tools. It's a very user friendly system.

Loving the recent improvements in 2021, they are listening to users and changes are all great.

Wish you can have an email signature with links when sending from the CRM.

Organizing clients and keeping tasks on schedule. A great reference for interactions.

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It doesn't take long to sign up for Capsule and get started with new cases and opportunities. The interface has a light and pleasant design that is comfortable for me to use. I don't feel like it's too technical a platform. I can go in and understand, for the most part, what each section is for and how to add and edit information in it. I like being able to add tags to various data elements so that they're all connected within the same category, which improves our overall organization and focus.

Capsule isn't incredibly advanced compared to what some other CRM platforms offers. There are no substantive automation capabilities that would allow us to run email campaigns and other types of marketing activities that could steadily nurture leads towards a conversion. The per user pricing for the most premium plan is on the high side, in my opinion.

We were just looking for a simple CRM platform that could help us log and keep track of activities and assignments, which Capsule has done fairly well. The user interface and usability is basically simple for most of us that use it. It's a solid centralized portal that we can use to connect with each other to provide updates on pipeline progress and to collaborate on planning campaigns and lead follow-up actions.

Task managers - setting reminders - connecting directly to your email and recording there - the use of macros is simple and very user friendly We communicate with a team across the united states and this is our HUB for sales and what the entire sales team uses to track leads and to track progress of sales leads, time to close, etc

That Capsule doesn't like properly to my gmail calendar but does work great with the reminders for them. I feel that the sales pipeline could use some updating and be more comprehensive like other CRMs I have reviewed. The sales pipeline for others seems to be more detailed and directed as opposed to simple/basic needs.

Sales pipeline and the use of notes to communicate between out of state sales team members This CRM is paramount to the success of our sales team and even with misuse of the software by poorly skilled team members, it is still easy to figure out what happened, where they left off and what needs to be done next.

Competitively priced and cheaper and easier to use than Sales Force. Cloud based and superior to Act which I have been using between 1998 and 2016.

Calendar and task view can be a little annoying to use when trying to move a task to another month but you do get used to it.

I like the grouping features and this allows me flexibility with customer records, particularly as I am a Manufacturers Rep (Sales Agent) and quite often have one account shared between two or three principals.

Capsule calendar is superior (in my opinion) for managing and scheduling tasks than Hubspot or Infusionsoft.

The left-hand sidebar for Opportunity/Case info used to be limited in characters (bad), now it seems unlimited but hidden by a "more" click after only a few lines (slightly less bad).

Client management and sales/delivery scheduling.

Simplicity and ease of use are Capsule's main features. The interface is simple and intuitive, and up time is very high. The breadcrumb feature showing recent records which have been visited is very useful. We don;t use the cases feature but it is a good inclusion for small businesses who don't have another help desk/support system. The Capsule API's are very strong and robust so integration with other other systems is possible.

The reporting module is poor with limited flexibility. Email integration is manual, using a BCC for outbound mails and a Gmail gadget for inbound. Messages can be linked to opportunities or contacts, but Capsule sometimes doesn't find all the opportunities. We are about to hit the 50,000 record limit which is causing us some problems. Importing data is a little cumbersome as two passes are required - orgnisations first then contacts. De-duping is also painful.

Capsule handles all our prospect and customer interactions. The integration with MailChimp is very strong and is proving worthwhile.