Capsule Reviews

Pretty good.

Comments: Overall experience was positive. It's a solution that I recommend to people.

Pros:

What initially attracted us to this CRM was its cost effectiveness. I was impressed by how easy it was to deploy and run. The mobile app was pretty solid, easy to use and probably better or on par with some of the other (more expensive) CRM apps I've used. ~Capsule also had a decent project management function.

Cons:

I think we had some trouble when trying to connect to Mail Chimp. From memory it took a long time to get it right.

Alternatives Considered: Zoho CRM and Salesforce Sales Cloud

A simple CRM that allowed us to hit the ground running

Comments: Overall I have been pleasantly surprised. I at first thought the system would be too underpowered for what we needed, but it has actually delivered on what we have needed and the simplicity of changing things has allowed us to easily experiment with our processes until we have things right. It has suited our small team very well - and I look forward to seeing how well it scales with us.

Pros:

I like the simplicity of the system. It was very quick and easy both to setup (and make changes to) and then to use the system. It has been very easy to train new employees on. The system has some good power around workflows - which have helped us lock down our processes and helped new staff to follow them. It has a good integration with Xero which has saved us a lot of time and has just released an integration into a mail campaign tool (Transpond) which looks to be a nice added bonus.

Cons:

The system doesn't have a document generation tool (so you need to generate invoices and quotes in a separate system). It also is comparatively underpowered in the reports you can generate (even when you upgrade to the higher tiers that have additional reporting functionality). You can export full data sets to CSV - so we have built what we needed in Excel, but it would be nice to have it saved as reports and visualisations in the system. There also isn't the flexibility around notifications that I am previously used to (and so we have had to adjust the workflows a little).

Alternatives Considered: Salesforce Essentials

Reasons for Switching to Capsule: The initial price point was cheaper for Capsule (about half the price of Salesforce) - and I and other key staff members of the team had experience of setting up Salesforce and found that there was just a lot more to do before you could start using the system (and another step change of work before you could start using it again).

Easy to use, keeps my lead tracking process organised

Comments: It's positive - solves a problem, makes my life easier so it's a thumbs up from me.

Pros:

I love that it's easy to use, keeps my lead tracking process organised. No complicated features. I set reminders and track everyone I have contacted. I can access all features really easily and it just makes my sales and marketing manageable - without additional functions I won't use or need.

Cons:

When I import a CSV file - I need to format it slightly for it to identify all the columns - just an extra step which is a bit of a pain but not a biggy.

Alternatives Considered: HubSpot Marketing Hub and Mailchimp

Reasons for Switching to Capsule: Does exactly what I want without the other stuff that make CSMs so more complicated and heavy

Not Ideal for a Charity CRM

Comments: I think it is a fine program that didn't suit the needs of a national charity.

Pros:

I think you you were using this software for school or a business that required registration of sorts it might be ideal but the marketing features were not strong enough for us. We used the program for 1 year and then switch over that had a better UX, marketing integration and that automatically process tax receipts.

Cons:

The UX wasn't great. It wasn't intuitive for our team.

Alternatives Considered: Keela

Reasons for Switching to Capsule: We had an employee that had some experience with it and could navigate the program. We stuck with it for 1 year and switched over to Keela.

Near perfect balance of capability and useability

Comments: It has been up and useable every day that I use it, which on most business days is everyday. I came from the corporate world where I was an executive sponsor of bringing in SalesForce to a large organization. I looked at Sales Force basics immediately starting my own business and it was way to cumbersome for a startup that at most will have 4-6 employees.

Pros:

One of the best features is the capsule daily reminder email that comes to me every morning with whom I need to take next actions with. Of course, this requires me to be an active user of tasks, which i have always been, but it allows me to do that all in the CRM and not have followups in Outlook or Gmail . The other aspect is the seamless updating whether I do it on my iphone based app or desktop

Cons:

I use Outlook 365 desktop and having the full HTML and attachment ability is better than the email integration of Capsule. Either Capsule should go right to my Outlook 365 when I start an email

Quick and useful to get ourselves organised but the limitations are starting to show

Comments: It's our 2nd management tool - the first one was overly complicated and this is quite simple
The Dropbox solution is a bit of a fudge but it works most of the time.
The tasks system and visual customisation leave a lot to be desired.

Pros:

It's fast and simple, a young British company. which we wanted to support. Its online and accessible on an app It does a lot of what we originally needed

Cons:

The tasks and the layout - lack of customisation - colours or icons - fields can be hard to identify at a glance. Starts to get expensive with more users - if I could role out viewing to my whole team (no input) it would be handy - but i can't justify £300 a month We no longer use the sales side - that didn't really work for our company - now just use the contacts, tasks, recording of data

Best CRM I've ever used

Comments: Peace of mind for my business

Pros:

Visual presentation of the data, ease of access, monthly subscription, data capture, project tracking, email link capability, mobile access.

Cons:

The CRM had no functions that I disliked

Alternatives Considered: Act!, Salesforce Sales Cloud and SugarCRM

Reasons for Switching to Capsule: All other products were too complex with difficult to set up daily interactions

Why Capsule should do better

Pros:

The ease of use when our data was under 500

Cons:

It did not seem as competitive as other providers

Efficiency of the CRM

Comments: Very beneficial for leads and following them up.

Pros:

Ease of use and efficiency. Mainly use for sales enquiry follow ups.

Cons:

Not being able to delete a contact once they had left the company

Great value to our business

Pros:

Easy to use and easy to learn, this has been a game changer for us. We used to keep everything written down or online in customer files but that made it hard to find details when needed. Now we can search on our computers or if out on site easily look it up on the app

Cons:

We are happy with how this software has fit into our business and the simplicity of it

Quick to set up and start getting results

Comments: I've used Capsule for several years, as both a free and paid subscriber. It fits like a glove. Does what I need, doesn't force me into a different way of working, has been reliable (if it's ever been down, it wasn't any time I accessed it.) The company is actively developing it. I have used at least a dozen small-business CRM systems. Capsule is like my favorite pair of jeans -- it fits, never gets in the way, and makes me look good!

Pros:

Capsule is a good fit for my business. I'm a sole prop. consultant. I need to stay on top of my relationships with each customer to exceed their expectations. With Capsule on my laptop and phone, I can refer to past interactions and update with new ones in real time. With Capsule, I can create my own custom "tracks", action step lists to follow for any process in my sales or support functions. I can create my own custom fields and color-coded tags. There are a good number of integrations with other web apps, you just have to see if yours is on the list. I use it with Harvest for time recording and Xero accounting. They also offer a good API. It took me an evening to write a script to copy every action logged in Harvest into the customer notes in Capsule. I have no use for the team collaborative aspects of Capsule so can't comment on them.

Cons:

The only complaint I have is a minor one - I liked the calendar task view better before the recent update. Now I can't see all my tasks for the month at once, it truncates after 3 or 4 on any given date, and hides the rest. I can still view all the tasks for a day by clicking on it, but it's a slower way to reorganize on a grand scale.

Use it daily and recommend it to all my clients

Comments: I recommend Capsule to clients for simple efficiency. Just getting your tasks sorted according to client or project is a huge benefit and Capsule, to me, is much more intuitive than something like Asana

Pros:

For me, task and workflow management make life much easier. No more remembering important calls or actions; they just come up in your dashboard. This is especially relevant when you're toggling several clients at the same time.

Cons:

The pipeline forecast graph (revenue forecasted per month) never seems to be correct and I've not been able to figure out how to fix it. This area could be more foolproof. Also, I never look at the latest updates on the 'home' screen even though it takes up most of the space. Imo, this could be replaced with relevant data like the pipeline graph. Better yet, make this a customisable widget area so people can choose what would work best for them.

Capsule Feedback

Comments: Not a bad system for the price we are paying.

Pros:

Fairly easy to use along with the cheap cost

Cons:

The integration with Quickbooks is not the best to be honest. We have had to disable the interaction as it was changing the records we had originally set up in Quickbooks. Also was not a simple click of a button to see the previous sales, you have to continuously sign into quickbooks when you want to see records, a bit pointless really.

Capsule is the most efficient CRM available

Comments: I use 17+ systems (one for each client) and it makes it so easy to track progress

Pros:

Ease of use in tracking conversations, email and contacts

Cons:

There are no cons to this software that I have identified

One of the best CRMs I've ever used

Comments: Capsule has allowed me to keep track of all my leads and prospects. Because I can see how I've interacted with them in the past, I'm able to tailor my follow-up process to ensure a higher conversion rate. Capsule paid for itself in a very short period of time.

Pros:

I love the fact that Capsule is one of the easiest CRMs to use. One of the reasons salespeople don't use CRMs is because they feel overwhelmed or because there's a huge learning curve. Not with Capsule. It's easy to learn and they also have a really cool app that allows you to track your contacts directly from your phone, which means you can stay on top of your sales process.

Cons:

I think that the free plan should allow a little bit more than the 250 contacts it currently offers, but other than that there aren't really any cons.

I use this daily as a CRM for my small business contacts, and love how quick and easy it is to use.

Comments: Easy note taking which facilitates better interaction with my clients. I love the central location of all my info and that I can access it on my smart devices too.

Pros:

I love how easy it is to complete just about any task imaginable. I make a LOT of notes for my customer accounts, and I love how each note can have any number of file attachments to them, but all the attachments for ALL the notes are also kept in a different area. Being able to integrate with my Google Apps account is a BIG plus, as is the ability to have emails I send instantly saved to customer records without me doing anything. Creating custom fields is also a breeze and makes my life a lot easier.

Cons:

I really don't like the huge gap between a free account and a professional account. They need to increase storage limits AND create a plan between free and professional price points for smaller businesses. This is what really holds me back from doing more with this software, and keeps me in the market for different software constantly.

Stands out from the crowd

Comments: Having used a number of CRMs, Capsule has stood out as an excellent all round package. The interface is accessible and easy to navigate, whilst the settings are in-depth enough to allow for professional alterations tailored to any particular cause. We are a charity and use it to track our philanthropic relationships, donations and overall workload. One of it's best features is how easy it is to assign and track tasks, and manage multiple shared relationships and communications across a large team. Thanks to Capsule, I know for certain it's helped us to better achieve our goals.

Pros:

It can be tailored to a significant extent Easy to track relationships and communications Easy to assign and track tasks Nice light easy to navigate interface

Cons:

It's export functionalities and query are somewhat limited

A complete CRM with Easy to Use and Simplicity.

Comments: For an Architectural Firm like ours, it is minimalist and not complicated. Workflow is natural and well organized. Fun to work on. It gives a clear big as well as a micro picture of the overall business development efforts.

Pros:

The ability to plan & track activity for contacts is what attracted me to Capsule CRM. The feature to add Tracks to Leads is a winner! It's clean and clutter-free. It is easy to use and not overwhelming.

Cons:

The dashboard can show more reports. The activity of Pipeline Track should show up on Dashboard. Should be able to add notes to the reason for Won or Lost Leads.

Should run our lives

Comments: We use Capsule as the main database of the organisation-meeting notes as well as the all contact details

Pros:

We should have automatic opening in the morning for the timing of reminders but ill disciplined we plug into emails first thing!

Cons:

I think you should refresh your landing page more often and perhaps carry a daily piece of advice or a tip or a reminder of a public anniversary -famous peoples birthday -something that you would ordinarily not know but is a piece of interesting info

Great CRM for B2B relations

Comments: Fantastic. Enter customer data once migrates automatically to xero for invoicing and manages our mailing lists in mail chimp.

Pros:

Its easy to use free of feature creep that so many CRM suffer from. We are a B2B business and Capsule does everything you want it to do. The support is fantastic and really needs 10 stars not 5. Its easy to configure has all the integrations with Xero and mail chimp we need and its fast.

Cons:

Some of the fields require opening and saving as opposed to modern just enter fields.

Super helpful!

Pros:

The UI/UX is exactly what we needed! This software brings together our sales and marketing department and shows transparently and where we are in the business - [SENSITIVE CONTENT HIDDEN]

Cons:

There is nothing that we wish we had or could improve on :-)

Great starter CRM for iiduals and small business

Comments: AS mentioned this is a great CRM to start with and the free version has everything you will need to organize and manage customers, especially if you're a service based business, including SaaS.

Pros:

This light weight CRM is simple and easy to get started with. As a small business owner or individual this is a great CRM to start with that allows you to import contacts, manage notes and tasks for customers and organize your leads.

Cons:

The lack of marketing integration such as running campaigns and tracking website visitors, but I would think that will be rolled out in due time, how ever I have had to keep searching for a few missing features to deploy on a larger scale.

Alternatives Considered: Zoho CRM, Freshdesk and HubSpot CRM

The perfect CRM for start ups and fast growing SMBs

Comments: Capsule is one of the cornerstones of our sales organisation.

Pros:

Good value for money, quick setup, reasonably customizable, easy to use. Good integration with G-Mail and Mailchimp.

Cons:

Bulk editing was a bit weak for a long time, but got massively improved this year (2018). Integration through Zapier with our accounting software Bexio doesn't support our use cases.

Simple, straightforward, and powerful. Great for small teams

Comments: The clean user interface and calendar tools / follow-up task management features are great to get things organized and your business focused on driving sales.

Pros:

It's intuitive so getting your team on it and started won't be difficult, even if they're not tech savvy. The layout is clean and straightforward too - helps keep the focus on selling (your initial contact with prospects and the required follow up). Priced fairly too.

Cons:

If you have a big team, you can probably find other alternatives for what it will end up costing you. The general features are great but once you move into more of the advanced stuff, it can be a headache - those who aren't tech savvy will struggle.

Go for it and keep track of all your contacts for years!

Pros:

Ease of use and complete history of all my contacts over years.

Cons:

Nothing I can think of. So keep this up!