1. [Home](https://www.g2.com/) 2. ... 3. [CRM Software](https://www.g2.com/categories/crm) 4. [Capsule CRM Discussions](https://www.g2.com/products/capsule-crm/discuss) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_114a1c437be72da488928c8ec18c96e6/capsule-crm.png "Product Avatar Image") ![Reward for good Capsule CRM reviews](https://images.g2crowd.com/uploads/report_medal_translation/image/37303/medal.svg "Reward for good Capsule CRM reviews") ](/products/capsule-crm/reviews) [ Capsule CRM ](/products/capsule-crm/reviews) (525)4.7/5 Capsule CRM is a customer relationship management (CRM) software solution that helps small and medium-sized businesses win more business, keep more clients, and deliver consistently great work. It gives sales, marketing, and service teams one organized place to see every contact, conversation, and deal - so nothing falls through the cracks, and no one's digging through scattered spreadsheets or half-updated tools just to find out where things stand. Trusted by more than 10,000 businesses worldwide, Capsule is built for teams that want the structure of a bigger CRM system without the complexity or setup headaches that usually come with one. It brings sales tracking, contact management, and project tracking together in one place, so your team can spend less time managing software and more time managing relationships. Capsule connects to the tools businesses already use - like email, accounting software, and marketing platforms - and now offers an AI integration, available via Model Context Protocol (MCP), that lets supported AI tools answer questions about your CRM data in plain language. No dashboards to build, no filters to configure - just ask. Here's what makes it work for growing teams: Contact and company management: every interaction, note, email, and document lives in one place, so you walk into every call or meeting already knowing where things stand. Visual sales pipelines: see exactly where every deal is and what needs your attention next, with the flexibility to build different pipelines for different sales processes. Built-in task and calendar management: follow-ups and meetings are linked directly to the right contact or deal, so nothing gets missed and no one has to keep it all in their head. Project and case tracking: keep delivery and after-sale work moving with simple boards, milestones, and stages, so sales and delivery teams are always working from the same page. Easy integrations: connect Capsule to the tools you already rely on, with even more possible through its API and growing AI/MCP capabilities. Reporting tools turn your pipeline and activity data into a clear, honest picture of how sales are really going, so decisions get made on real numbers instead of gut feel. And as your team grows, you can control who sees and edits what - so Capsule scales with you instead of becoming something you have to manage around. At its core, Capsule is built for businesses that want a CRM that feels quick to set up and easy to keep organized from day one, without giving up the depth needed to handle more complex sales or client work as the business grows. Show More * * * ### 47 Discussions ### 43 Participants ### 84.0 Nps Score Already have Capsule CRM? ### All Capsule CRM Discussions Search Most CommentedMost HelpfulCommon QuestionsNewest All DiscussionsDiscussions with CommentsCommon QuestionsDiscussions without Comments FilterFilter Filter byExpand/Collapse Sort by Most Commented Most Helpful Common Questions Newest Filter by All Discussions Discussions with Comments Common Questions Discussions without Comments ![Pinned by G2 as a common question](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pinned by G2 as a common question") G2 Pinned by G2 as a common question • about 3 years ago More Options - [ # What is Capsule CRM used for? ](/discussions/what-is-capsule-crm-used-for) What is Capsule CRM used for? [ CRM Software ](https://www.g2.com/tags/crm-software) * * * (true)\<0\>0\>Upvotes (false) * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Capsule+CRM+questions+and+get+answers+from+expert+users+in+our+Capsule+CRM+Discussions+section.&title=Capsule+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcapsule-crm%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Capsule+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcapsule-crm%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcapsule-crm%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Capsule+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcapsule-crm%2Fdiscuss%0aAsk+Capsule+CRM+questions+and+get+answers+from+expert+users+in+our+Capsule+CRM+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Capsule+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcapsule-crm%2Fdiscuss%0aAsk+Capsule+CRM+questions+and+get+answers+from+expert+users+in+our+Capsule+CRM+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Pinned by G2 as a common question](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pinned by G2 as a common question") G2 Pinned by G2 as a common question • over 3 years ago More Options - [ # What are the top 5 CRM systems? ](/discussions/capsule-crm-what-are-the-top-5-crm-systems) What are the top 5 CRM systems? [ CRM Software ](https://www.g2.com/tags/crm-software) * * * (true)\<0\>0\>Upvotes (false) * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Capsule+CRM+questions+and+get+answers+from+expert+users+in+our+Capsule+CRM+Discussions+section.&title=Capsule+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcapsule-crm%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Capsule+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcapsule-crm%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcapsule-crm%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Capsule+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcapsule-crm%2Fdiscuss%0aAsk+Capsule+CRM+questions+and+get+answers+from+expert+users+in+our+Capsule+CRM+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Capsule+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcapsule-crm%2Fdiscuss%0aAsk+Capsule+CRM+questions+and+get+answers+from+expert+users+in+our+Capsule+CRM+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Pinned by G2 as a common question](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pinned by G2 as a common question") G2 Pinned by G2 as a common question • about 4 years ago More Options - [ # What is CRM database software? ](/discussions/what-is-crm-database-software) What is CRM database software? [ CRM Software ](https://www.g2.com/tags/crm-software) * * * (true)\<0\>0\>Upvotes (false) * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Capsule+CRM+questions+and+get+answers+from+expert+users+in+our+Capsule+CRM+Discussions+section.&title=Capsule+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcapsule-crm%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Capsule+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcapsule-crm%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcapsule-crm%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Capsule+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcapsule-crm%2Fdiscuss%0aAsk+Capsule+CRM+questions+and+get+answers+from+expert+users+in+our+Capsule+CRM+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Capsule+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcapsule-crm%2Fdiscuss%0aAsk+Capsule+CRM+questions+and+get+answers+from+expert+users+in+our+Capsule+CRM+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Pinned by G2 as a common question](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pinned by G2 as a common question") G2 Pinned by G2 as a common question • over 4 years ago More Options - [ # What is a case in Capsule CRM? ](/discussions/what-is-a-case-in-capsule-crm) What is a case in Capsule CRM? [ CRM Software ](https://www.g2.com/tags/crm-software) * * * (true)\<0\>0\>Upvotes (false) * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Capsule+CRM+questions+and+get+answers+from+expert+users+in+our+Capsule+CRM+Discussions+section.&title=Capsule+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcapsule-crm%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Capsule+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcapsule-crm%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcapsule-crm%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Capsule+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcapsule-crm%2Fdiscuss%0aAsk+Capsule+CRM+questions+and+get+answers+from+expert+users+in+our+Capsule+CRM+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Capsule+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcapsule-crm%2Fdiscuss%0aAsk+Capsule+CRM+questions+and+get+answers+from+expert+users+in+our+Capsule+CRM+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Pinned by G2 as a common question](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pinned by G2 as a common question") G2 Pinned by G2 as a common question • over 4 years ago More Options - [ # What are the features of CRM software? ](/discussions/capsule-crm-what-are-the-features-of-crm-software) What are the features of CRM software? [ CRM Software ](https://www.g2.com/tags/crm-software) * * * (true)\<0\>0\>Upvotes (false) * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Capsule+CRM+questions+and+get+answers+from+expert+users+in+our+Capsule+CRM+Discussions+section.&title=Capsule+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcapsule-crm%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Capsule+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcapsule-crm%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcapsule-crm%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Capsule+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcapsule-crm%2Fdiscuss%0aAsk+Capsule+CRM+questions+and+get+answers+from+expert+users+in+our+Capsule+CRM+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Capsule+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcapsule-crm%2Fdiscuss%0aAsk+Capsule+CRM+questions+and+get+answers+from+expert+users+in+our+Capsule+CRM+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G2 Verified User • 29 days ago Founder Founder More Options - [ # Capsule CRM feels simple and focused, but how do you handle quick access? ](/discussions/capsule-crm-feels-simple-and-focused-but-how-do-you-handle-quick-access) Capsule CRM gives me exactly what I need without overcomplicating things. One small annoyance is that even though I have it bookmarked, it does not open automatically like other sites. I am also moving from Google Sheets to Capsule for contacts, sales, and implementation tracking, plus using the... [Read more](/discussions/capsule-crm-feels-simple-and-focused-but-how-do-you-handle-quick-access) [ CRM Software ](https://www.g2.com/tags/crm-software) * * * (true)\<0\>0\>Upvotes (false) * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Capsule+CRM+questions+and+get+answers+from+expert+users+in+our+Capsule+CRM+Discussions+section.&title=Capsule+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcapsule-crm%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Capsule+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcapsule-crm%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcapsule-crm%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Capsule+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcapsule-crm%2Fdiscuss%0aAsk+Capsule+CRM+questions+and+get+answers+from+expert+users+in+our+Capsule+CRM+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Capsule+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcapsule-crm%2Fdiscuss%0aAsk+Capsule+CRM+questions+and+get+answers+from+expert+users+in+our+Capsule+CRM+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ## Start a New Software Discussion Have a software question? Get answers from real users and experts [Start A Discussion](/products/capsule-crm/discussions/new) * * * ![Product Avatar Image](https://images.g2crowd.com/uploads/product/hd_favicon/fa2c7fe04036e31d16639ba367905491/capsule-crm.svg "Product Avatar Image") ### Have you used Capsule CRM before? Answer a few questions to help the Capsule CRM community [ Yes ](javascript:void(0))[ Yes ](https://www.g2.com/login?context=product_review&return_to=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcapsule-crm%2Fdiscuss%3Fsmall_ask%3Dcapsule-crm) No