--- title: Capsule CRM Reviews meta_title: 'Capsule CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 521 reviews by the users' company size, role or industry to find out how Capsule CRM works for a business like yours. aggregate_rating: rating_value: 4.7 review_count: 521 scale: '5' date_modified: '2026-09-29' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Capsule CRM Reviews **Vendor:** Capsule **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.7/5.0 **Total Reviews:** 521 **AI Verified:** At least 10 G2 reviewers have confirmed using this product's AI features and functionality. ## About Capsule CRM 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. ## Capsule CRM Pros & Cons Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews. **What users like:** - Users find Capsule CRM incredibly **easy to use** , making it perfect for beginners and efficient for small businesses. (72 reviews) - Users consistently praise the **exceptional customer support** of Capsule CRM, highlighting quick responses and effective solutions. (38 reviews) - Users appreciate Capsule CRM for its **user-friendly design** , making sales management simple and efficient for small businesses. (33 reviews) - Users value the **simplicity** of Capsule CRM, appreciating its easy setup and user-friendly design for effective management. (27 reviews) - Users appreciate the **intuitive task management** in Capsule CRM, enhancing productivity and clarity in daily priorities. (27 reviews) - Easy Setup (24 reviews) - Organization Efficiency (18 reviews) - Integration (17 reviews) - Intuitive (17 reviews) - Easy Customization (15 reviews) **What users dislike:** - Users desire additional **missing features** , such as more templates and improved options for managing customer information. (14 reviews) - Users note the **limited customization** options in Capsule CRM, which may hinder personalized usage for some needs. (11 reviews) - Users face **integration issues** with Capsule CRM, limiting collaboration and reliance on third-party tools for functionality. (9 reviews) - Users find the **steep learning curve** of Capsule CRM challenging, wishing for better resources to master the features. (7 reviews) - Users feel Capsule CRM has **limited features** , particularly in the mobile app, hindering effective usage and integration. (7 reviews) - Users find the **incomplete information** limitations hinder effective decision-making and evaluation of sales contributions in Capsule CRM. (6 reviews) - Contact Management (5 reviews) - Users struggle with **email issues** , including difficulties adding footer images, lack of reporting, and sending attachments. (4 reviews) - Search Issues (4 reviews) - Slow Loading (4 reviews) ## Capsule CRM Reviews ### 1. Budget friendly CRM that packs a punch! **Rating:** 5.0/5.0 stars **Reviewed by:** A C. | Owner, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** October 28, 2024 **What do you like best about Capsule CRM?** After experimenting with several different trials of other CRMs, I find Capsule to have great user interface and is easy to use. I like that it is more customizable and it integrates with helpful apps. I like that I can add people and opportunities directly from my gmail inbox. Capsule is great for organization without being overwhelming. It was super easy to set up and now I find we use it daily. The customer support is friendly and fast. It is great for my small agency. **What do you dislike about Capsule CRM?** I wish there were a way to change task views to see in a list with dates/day of the week divisions. Also, if it could directly integrate with google contacts for 2-way sharing that would be helpful (right now it is one-way). **What problems is Capsule CRM solving and how is that benefiting you?** Capsule CRM organizes my company's day, tasks, clients, and properties. With its intuitive system, it easily links everything together and makes it easy to keep up with clients and on top of everything to be done. ### 2. Powerful CRM with Excellent Features and Seamless Integrations **Rating:** 5.0/5.0 stars **Reviewed by:** Yoav A. | CEO, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** October 28, 2024 **What do you like best about Capsule CRM?** What I love most about Capsule CRM is its simplicity combined with powerful features. It provides everything I need to manage the sales process effectively, without being overly complicated. The value for money is exceptional, and the integration with my email marketing software is seamless, saving me a lot of time and effort. It’s the perfect tool for keeping everything organized and streamlined. **What do you dislike about Capsule CRM?** Capsule CRM is highly effective, but I feel the reporting options could be more customizable to allow for deeper insights. Additionally, while the interface is user-friendly, adding a bit more sophistication to the design would make it more engaging and visually appealing. A slightly more advanced and inviting UI could enhance the overall experience, especially for those who spend a lot of time in the CRM daily. **What problems is Capsule CRM solving and how is that benefiting you?** Capsule CRM has been invaluable in helping me manage and streamline my entire sales process. It keeps all my leads, contacts, and follow-up tasks organized in one place, reducing the risk of missed opportunities and ensuring that nothing falls through the cracks. The integration with my email marketing software has also simplified communication, making it easy to keep clients engaged and informed. Overall, it saves me time and effort while boosting productivity and allowing me to focus on closing deals and building stronger customer relationships. ### 3. Excellent CRM with great Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Cameron A. | Account Manager, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** February 07, 2025 **What do you like best about Capsule CRM?** We use Capsule for a number of different applications making use of the Sales Pipeline and Project Boards. We have a seamless automation process setup that was easy to create on Capsule and ensures that all teams work cohesively and nothing is missed.

QuickBooks Integration is a great plus also to see invoices associated with customer **What do you dislike about Capsule CRM?** The only small change I would make would be the population of Person and company fields can be quite repetitive however I understand the reasoning behind the **What problems is Capsule CRM solving and how is that benefiting you?** Communication between teams in the business to ensure all work is traceable and invoiced correctly ### 4. Immediately Impressed - Best fit for my needs **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** March 19, 2025 **What do you like best about Capsule CRM?** Isn't overly complicated for my needs. Contains exactly the functionality I need for my type of small business. Easy to navigate. Contains all the integrations I will need with a great range of third-party apps. Customer service has consistently been prompt, professional and answered my questions. **What do you dislike about Capsule CRM?** Nothing immediately comes to mind. If I could store my data in Australia that would be the icing on the cake. **What problems is Capsule CRM solving and how is that benefiting you?** Capsule CRM is providing the organisation I need for my business in terms of managing client and organisation contact details, sales pipeline opportunities and project status. It provides an important part of organising my business tasks and activities in a central place. ### 5. Simple and effective CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Sarah T. | Business Owner, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** November 14, 2024 **What do you like best about Capsule CRM?** As a sole trader, Capsule CRM has been invaluable in helping me manage client information and streamline project workflows. It's kept me organised and on top of every detail, ensuring I never miss a deadline. The interface is intuitive, and it’s easy to access the information I need without being overwhelmed. The customer service team is fantastic—always warm, friendly, and ready to help with any questions. Capsule has truly simplified my business processes and taken a lot of the stress out of managing client relationships. Highly recommend!

I have recommended Capsule CRM to a number of my clients for their businesses too. **What do you dislike about Capsule CRM?** Nothing to dislike about Capsule CRM.... **What problems is Capsule CRM solving and how is that benefiting you?** Capsule CRM helps ensure my workflow stays on track and keeps all customer data in one place for simple and easy project management ### 6. A must for your business! **Rating:** 5.0/5.0 stars **Reviewed by:** Uthman M. | Technical Presales, Mid-Market (51-1000 emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** March 21, 2025 **What do you like best about Capsule CRM?** It's very simple and easy to understand and work with. It allows you to keep up with changes on the move and works extremely well. **What do you dislike about Capsule CRM?** Makes using other platforms feel like effort **What problems is Capsule CRM solving and how is that benefiting you?** Allows us to more effectively keep up with the many changes in our day-to-day operations and enables us to be ready and up to date without having to have extensive meetings. ### 7. Extremely fit for purpose **Rating:** 5.0/5.0 stars **Reviewed by:** Gordon H. | Treasurer, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** November 05, 2024 **What do you like best about Capsule CRM?** I am treasurer of a small charity and need to keep track of all the people who support us in our efforts to keep our village library open. Capsule could have been written just for us! I can hold all the information I need, supporters' names, email addresses, other contact details, and notes relating to their specific needs/requests. I can create various lists of names to contact for any given set of criteria and produce a file of email addresses very quickly and easily. **What do you dislike about Capsule CRM?** I have yet to find a downside. In 3 years of use I have only had to contact customer support once and got an immediate response which answered my query with minimal delay. **What problems is Capsule CRM solving and how is that benefiting you?** Keeping track of our supporters, their contributions and their status as regards Gift Aid. ### 8. Great, easy-to-use CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Rhiannon A. | Project Delivery Lead, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** May 19, 2025 **What do you like best about Capsule CRM?** Managing opportunities, projects & tasks **What do you dislike about Capsule CRM?** Occasional glitches with link to Outlook **What problems is Capsule CRM solving and how is that benefiting you?** Ensuring all of the team have clear oversight of potential, planned and on-going projects. Easy to assign and track work- helping with efficiency client management. ### 9. Great daily CRM tool **Rating:** 4.5/5.0 stars **Reviewed by:** Ella H. | Sales Executive, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through LinkedIn **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** May 14, 2025 **What do you like best about Capsule CRM?** Good software, easy to use and navigate. Very helpful for keeping all of your customers and any info that you may need in one place. I like how you can add tags to each contact. I use this daily and would struggle without it! **What do you dislike about Capsule CRM?** There isn't much that comes to mind about what I dislike regarding Capsule **What problems is Capsule CRM solving and how is that benefiting you?** Keeping all customers in one place and easily being able to track any contact with them ### 10. 10 years and counting **Rating:** 5.0/5.0 stars **Reviewed by:** Arnaud M. | Founder, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** February 06, 2025 **What do you like best about Capsule CRM?** It's an easy to understand, flexible and simple platform that fulfills the needs of a small business without the complexity of more powerful CRMs that would just add to the confusion. **What do you dislike about Capsule CRM?** The simplicity sometimes gets in the way of accomplishing certain tasks, but honestly as a 10 year + user I find it pretty seamless and unintrusive, which says a lot about the platform. **What problems is Capsule CRM solving and how is that benefiting you?** It helps me manage projects, keep track of opportunities and follow-up with leads easily and seamlessly. ### 11. Super easy, love it **Rating:** 5.0/5.0 stars **Reviewed by:** Susanne A. | Consultant, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through Google One Tap using a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** January 08, 2025 **What do you like best about Capsule CRM?** It's so easy to use, we absolutely love it. It took a few minutes to set-up, I use it daily and like the project / pipeline features. I'd highly recommend the product for start-ups or scaling businesses. The possible level of customisation, search functionality, reminders etc - all very straightforward. Don't have to be a CRM-pro to use it. Team have not wanted to use CRM systems before but successful pilot with Capsule convinced them it's a good thing! **What do you dislike about Capsule CRM?** I've struggled to get the email integration to work, but think that's more user error than an Capsule issue! **What problems is Capsule CRM solving and how is that benefiting you?** Keeping track of pipeline of enquiries, sales leads, contact details. Before this we didn't know who was talking to whom, what was talked about, let alone remind ourselves to chase up actions etc ### 12. Like a tin of Ronseal and more **Rating:** 5.0/5.0 stars **Reviewed by:** Chris R. | Founder Director, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account added to their profile **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** February 07, 2025 **What do you like best about Capsule CRM?** Easy to use. For project related businesses it's ideal for managing pipeline and customising probability of your own stages, regarding success (completion). Oh and there is always a human being giving you immediate support rather than a chat-bot. Mobile app also helps when out and about **What do you dislike about Capsule CRM?** Not alot to be honest. Still thinking.... **What problems is Capsule CRM solving and how is that benefiting you?** Lots of projects stage related and completion related. Helps me move things along between the various stages. Task functionality and integration with 365 helps also ### 13. Customer interaction **Rating:** 4.5/5.0 stars **Reviewed by:** Dynsainy Y. | Photographer, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** This review contains authentic analysis and has been reviewed by our team **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** April 14, 2025 **What do you like best about Capsule CRM?** Assign tasks and reminders to team members. Track sales opportunities and manage pipeline. **What do you dislike about Capsule CRM?** Some users may find Capsule CRM’s customization options limited especially for complex workflows. **What problems is Capsule CRM solving and how is that benefiting you?** Store and organize customer and prospect information. Capsule CRM automates tasks and reminders, freeing up time for sales teams. ### 14. Game changer for relationship building! **Rating:** 4.5/5.0 stars **Reviewed by:** Michelle H. | Senior Channel Account Manager, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** November 25, 2024 **What do you like best about Capsule CRM?** Really easy to use, it just flows. Love the outlook add in feature for attaching emails. Was quick and straight forward to implement. Use it constantly now to build a customer profile and document previous conversations and set tasks to remind me to follow up. **What do you dislike about Capsule CRM?** Found the automation a bit too much for what we wanted but I think that this is an issue from our side, until we determine what we actually want and how we want to use it. **What problems is Capsule CRM solving and how is that benefiting you?** Aware of the action of others so when speak to a customer can refer to a colleagues conversation, no overlap. Remembering to complete tasks and contact clients at a later date. ### 15. Does what it needs to do - no complaints **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through LinkedIn **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** September 01, 2025 **What do you like best about Capsule CRM?** Relatively smooth workflow, clear UI, easy to understand. **What do you dislike about Capsule CRM?** None that I'm currently aware of. I haven't had any negative experiences up to now. **What problems is Capsule CRM solving and how is that benefiting you?** Not the one who started using it, wouldn't know what problem it solves. Just part of routine for me, but never had trouble with it. ### 16. Great CRM for your SME **Rating:** 4.5/5.0 stars **Reviewed by:** Pedro A. | Management Trainee, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through LinkedIn **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** January 07, 2025 **What do you like best about Capsule CRM?** For small to medium enterprises, I find Capsule to be a no brainer given the accessible price brackets they offer and the easy implementation and training of staff on the very intuitive software. One other thing I found really good was their customer support, leaving no margin for doubts through fast email exchanges, webinars and other sources of information. **What do you dislike about Capsule CRM?** There may be a point where Capsule becomes too limited for the integrations desired. Depending on the features wanted, this may happen too early in the scaling process for some. This tells us Capsule may not be equipped for those looking for a more complex and complete service as that is not the target customer. **What problems is Capsule CRM solving and how is that benefiting you?** Managing sales data, project pipelines and both internal & external communication. ### 17. An indispensable tool for our business! **Rating:** 5.0/5.0 stars **Reviewed by:** Zakir D. | CEO, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** October 03, 2023 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about Capsule CRM?** Capsule CRM is extremely user friendly and my whole team loves the simplicity of the dashboard. My sales team performance has been improved significantly as it allows them to process leads and manage their pipeline effectively. I love the fact that it has Zapier integration. The interface has been designed really well, especially when I compare this to other CRMs I have used. Our team has full visibility of projects, tasks, and tracks. This is vital for our organization. The sales pipeline is an invaluable feature for us as it lets us forecast our sales fairly accurately. **What do you dislike about Capsule CRM?** It would be great if more useful data from Transpond.io would display within the Capsule interface. **What problems is Capsule CRM solving and how is that benefiting you?** We started using Capsule CRM 10 years ago. About 2 years ago we moved over to Active Campaign as they had email marketing automation built in. However, our team’s performance dropped significantly. We moved back to Capsule CRM recently as they now have Transpond.io natively integrated. Transpond is an email marketing automation system, and this native integration makes this an incredibly powerful tool. We can now manage our contacts, pipeline, tasks, and email marketing all from one place. The interface is laid out extremely well and is very intuitive. Our whole team has visibility on all projects, tasks, and sales activities. We use the sales pipeline feature to forecast our sales. It is an invaluable part of Capsule CRM as we can see where the leads are within our pipeline, and we can forecast our sales accurately. The added bonus is that Capsule CRM with Transpond.io is more competitively priced than other solutions! In conclusion, I highly recommend Capsule to new or established businesses. This was the first CRM I used a long time ago, and after trying out other solutions, I have come back and my team is really happy we have made this transition. The best part of Capsule CRM is the native integration with Transpond.io that allows us to manage all our email marketing automation from one place. ### 18. Great customer support and an easy to use system **Rating:** 5.0/5.0 stars **Reviewed by:** Abby B. | Finance and Admin Assistant, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** November 12, 2024 **What do you like best about Capsule CRM?** The customer support team provide responses promptly, and are always very helpful with explaining. They are also open to sending off suggestions if what you are trying to achieve is not yet possible on the system. **What do you dislike about Capsule CRM?** I would like to see an Archive setting. At present we are having to delete contacts/organisations off of Capsule that are not relevant and store as a CSV file instead. It would be good if we could archive them to keep on the system but not be part of the current. **What problems is Capsule CRM solving and how is that benefiting you?** Communication between different parts of the team is always tricky, but Capsule helps to eliminate this by being able to see what colleagues have gotten up to. ### 19. Nice and straightforward **Rating:** 4.5/5.0 stars **Reviewed by:** Nadia H. | Partner, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** November 13, 2024 **What do you like best about Capsule CRM?** The system feels intuitive, I've never had to spend time 'learning' how to get stuff done in the system **What do you dislike about Capsule CRM?** Don't really have a downside. the Xero integration could be better maybe **What problems is Capsule CRM solving and how is that benefiting you?** The problem was a lack of connection or coordination with our contacts. We are a small business, a husband and wife team with a few freelancers. Previously, my husband was just listing leads in a spreadsheet and it felt disconnected. So a CRM system was the obvious solution. We tried Salesforce but it was way too big - it felt like a heavy handed way to manage our contacts. Capsule, by contrast, has been easy to use and satisfying to populate ### 20. Simple to use with loads of features **Rating:** 4.5/5.0 stars **Reviewed by:** Liz H. | Director, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google using a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** April 29, 2025 **What do you like best about Capsule CRM?** Easy to use. Lots of functionality even on the free version. Good integration options. **What do you dislike about Capsule CRM?** Shame that workflows aren't available on the free version. **What problems is Capsule CRM solving and how is that benefiting you?** Organising my customers and my projects ### 21. Excellent customization capacity, easy to learn, great value **Rating:** 5.0/5.0 stars **Reviewed by:** Beth L. | Owner, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through Google using a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** March 13, 2025 **What do you like best about Capsule CRM?** Capsule CRM offers customizable sales pipeline and projects tracker to make it easy to track customers moving through the various phases of the sale and beyond. The customer support is fast and responsive. It was simple to set up and customize. I loved being able to set up tracks that fit my business model. **What do you dislike about Capsule CRM?** Nothing. I can't think of anything about Capsume CRM that I don't like. **What problems is Capsule CRM solving and how is that benefiting you?** Tracking potential customers through the sales pipeline, and tracking contractual obligations with customers once they are signed up for a package. ### 22. Just a really efficient CRM system, easily customisable and adaptable to various business models. **Rating:** 5.0/5.0 stars **Reviewed by:** Michelle C. | Director, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** November 04, 2024 **What do you like best about Capsule CRM?** It is super reliable and the layout is easy on the eye, allowing less experienced colleagues to grasp the set up quickly. **What do you dislike about Capsule CRM?** I would like some telephone support from time to time as I know there are features that could be helping me run my business but I am not too sure how to set up...just personal preference as I find talking to people easier to resolve issues or work something out. **What problems is Capsule CRM solving and how is that benefiting you?** It is holding all of my clients information in a really organised way, I can easily check historical communications with previous clients allowing me to refer back to previous experiences without having to personally try to remember every interaction and outcome. ### 23. Powerful and Customizable **Rating:** 5.0/5.0 stars **Reviewed by:** Cait W. | COO, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google One Tap using a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** October 16, 2024 **What do you like best about Capsule CRM?** The level of flexibility in Capsule's set up makes it an ideal fit for our use. I am constantly expanding and adjusting custom fields, tracks, and sales pipelines to our changing needs. The powerful filtering tools makes generating lists of contacts and target audiences a breeze. If I've ever had an issue, their support team is quick to reply and great to work with. We couldn't run our business without Capsule, it's part of my daily workflow **What do you dislike about Capsule CRM?** Would love to be able to add images in notes and histories. **What problems is Capsule CRM solving and how is that benefiting you?** We track all interactions with our clients from leads to onboarding to product launch, and then ongoing partner relationship maintenance. Customized task tracks keep us on time and in the flow. ### 24. An easy to use CRM for everyone **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Fine Art | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google One Tap using a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** April 23, 2025 **What do you like best about Capsule CRM?** Capsule is easy to navigate and customize for your specific business needs; small or large. They also have informative videos and a support staff that will quickly respond to every request. **What do you dislike about Capsule CRM?** I cannot honestly think of a downside but if I do, I will adjust my review. **What problems is Capsule CRM solving and how is that benefiting you?** All customer information is easily accessible, deal generation, email integration and tracking of prospects and staff. ### 25. User friends, excellent and prompt customer service **Rating:** 5.0/5.0 stars **Reviewed by:** Trudi H. | Language Sales Manager, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account added to their profile **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** March 11, 2025 **What do you like best about Capsule CRM?** Intuitive, easy to use, functional, various integrations available and excellent customer service. **What do you dislike about Capsule CRM?** I don't currently have any issues with it **What problems is Capsule CRM solving and how is that benefiting you?** Easy to follow the sales process, see at one glance everything in the sales pipeline, set tasks and reminders - keep on top of my work. ### 26. Capsule does everything we need it to **Rating:** 5.0/5.0 stars **Reviewed by:** michael h. | director, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** April 28, 2025 **What do you like best about Capsule CRM?** The Capsule interface is so simple that new starters (who are new to CRMs) pick it up very quickly. It's the backbone of our salesforce and has expanded with us. The App is seamless too. **What do you dislike about Capsule CRM?** can't think of anything negative, at this time **What problems is Capsule CRM solving and how is that benefiting you?** keeping all our customer information in one place so that each colleague can see everyone's contacts ### 27. Great quality small business CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Jo B. | Director, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through LinkedIn **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** December 10, 2024 **What do you like best about Capsule CRM?** Capsule is easy to use with lots of great features and functionality. It is customisable allowing it to fit your business processes. I have been using it for almost 10 years and it has grown with my business needs **What do you dislike about Capsule CRM?** I wish it could integrate with Active Campaign without Zapier. Also I wish the project management was a little more like Asana that allowed me to invite clients into their projects space as a guest to view/comment on tasks. It would also be good to track specific contact info/conversations (possibly a search option or grouping?) at the top of the contact feed - it can be difficult to scroll through lots of emails or notes to find what you need **What problems is Capsule CRM solving and how is that benefiting you?** Tracking relationships, pipeline and monitoring sales. ### 28. Fast to implement. Simple to use. Unencumbered. **Rating:** 5.0/5.0 stars **Reviewed by:** Faith F. | VP Sales & Marketing, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google One Tap using a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** December 02, 2024 **What do you like best about Capsule CRM?** I have used Capsule CRM in the past and when looking for a new solution at my new role, I chose Capsule and two other CRM platforms to test. Capsule CRM was the simplest solution to implement and had the best onboarding trainings. The follow-ups were thorough and convenient. All of these features made Capsule my CRM choice for our new team. **What do you dislike about Capsule CRM?** I am not a huge fan of the way it captures contacts. **What problems is Capsule CRM solving and how is that benefiting you?** Capsule CRM allows me a dashboard to quickly view open projects and see what needs attention now. ### 29. Ease of use, active support, value, regular developments **Rating:** 5.0/5.0 stars **Reviewed by:** Paul F. | Owner, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google One Tap using a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** November 17, 2024 **What do you like best about Capsule CRM?** As a sole trader I valued its easy set-up facility and ease-of-use thereafter. Its pricing meant that, even though I did not use anywhere near all its features, it remained affordable. With no in-house IT department on hand (!) the support team were invaluable: always quick to respond and proactive in suggesting best use of features. I've used it for over 10 years... **What do you dislike about Capsule CRM?** Nothing springs to mind immediately. I'm sure there were niggles along the way (that support would have had an informed conversation about). **What problems is Capsule CRM solving and how is that benefiting you?** Ability to hold customer information together in an easy-to-access way. Integration with Xero ### 30. Great experience with Capsule for the last 7 years. **Rating:** 5.0/5.0 stars **Reviewed by:** Victor E. | Director of Operations, Mid-Market (51-1000 emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** This review contains authentic analysis and has been reviewed by our team **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** January 07, 2025 **What do you like best about Capsule CRM?** Capsule is a great software to keep track of all sales activities of our companies. It is easy to work with and gives great insights. The Caspsule team is very helpful and responsive for any questions and even open to suggestions for product development. **What do you dislike about Capsule CRM?** Not a lot of downsides, it all works smoothly **What problems is Capsule CRM solving and how is that benefiting you?** Overview on sales activities, to allow us to keep track os sales pipelines, customer interaction and organisational details ### 31. Very user friendly **Rating:** 5.0/5.0 stars **Reviewed by:** David G. | Operations Director , Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through LinkedIn **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** April 10, 2025 **What do you like best about Capsule CRM?** It is very user friendly software and helps us to streamline our pipelines, contact addition and information sharing across the team. It is also a very reasonably priced CRM system. **What do you dislike about Capsule CRM?** No real downsides in our experience, easy to use. **What problems is Capsule CRM solving and how is that benefiting you?** Information sharing across our team is efficient with Capsule. The ability to integrate with other apps and platforms is also beneficial. ### 32. Simplicity in a complex world **Rating:** 5.0/5.0 stars **Reviewed by:** Julian S. | CEO, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google One Tap using a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** January 17, 2025 **What do you like best about Capsule CRM?** In a complex world Capsule CRM is really simple and intuitive to set up and run. It gives me what I need and doesn't give me what I don't. **What do you dislike about Capsule CRM?** In ten years of using Capsule CRM I haven't found anything to dislike about it. **What problems is Capsule CRM solving and how is that benefiting you?** It helps me build and manage my sales pipeline, which means I am on top of my revenue generation ### 33. Great CRM interoperability features that your business wants. **Rating:** 4.5/5.0 stars **Reviewed by:** Vishnu J. | Sales and Operations Support Lead, Mid-Market (51-1000 emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** September 29, 2024 **What do you like best about Capsule CRM?** Capsule CRM is a simple yet powerful tool that makes managing customer relationships easy. It’s perfect for keeping all your contacts organized and tracking conversations with clients. One of its best features is the sales pipeline, which helps you stay on top of deals and know exactly where things stand. Plus, it integrates smoothly with apps like Gmail, Xero, and Mailchimp, so everything works together seamlessly. **What do you dislike about Capsule CRM?** The reporting features are basic, lacking in-depth analytics or advanced filters that some users might require. **What problems is Capsule CRM solving and how is that benefiting you?** Capsule CRM is solving several key challenges, especially for small and medium-sized businesses. It helps by streamlining customer relationship management, ensuring that all customer interactions and data are organized in one place. ### 34. Superb CRM system - Changed our business practices. **Rating:** 5.0/5.0 stars **Reviewed by:** Simon P. | Director, Construction, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** July 08, 2024 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about Capsule CRM?** We utilise Capsule CRM to efficiently manage all of our B2C contacts, encompassing enquiries received via email or directly through our website. Capsule CRM captures every detail, enabling us to maintain seamless and comprehensive records when dealing with clients and customers. This functionality ensures that any staff member can instantly access the latest customer interaction history, allowing us to personalise our responses effectively, whether through telephone or email communication. Capsule CRM significantly enhances our customer engagement and service continuity. **What do you dislike about Capsule CRM?** There is nothing that we dislike about Capsule CRM. Perhaps the only challenge is that the system has more potential than we currently make use of. However, this is not a failing of Capsule, but rather an opportunity for us to further develop and optimise our use of the system over time. **What problems is Capsule CRM solving and how is that benefiting you?** Capsule allows us to easily access our customer information and to maintain records quickly and easily, this allows us to convert more enquiries into work. ### 35. Been using Capsule CRM for more than a decade **Rating:** 5.0/5.0 stars **Reviewed by:** Jens M. | Managing Director, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google One Tap using a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** October 14, 2024 **What do you like best about Capsule CRM?** As a small business, we were looking for a cloud based solution with full integration into our tool landscape such as google and mobile apps. From managing our sales pipeline and x-mas card list - Capsule is our one source of truth for all CRM related data! Has been and will be. **What do you dislike about Capsule CRM?** We're looking forward to fully customizable APIs to have our PPM access Capsule to fully integrate Capsule into our automized processes. **What problems is Capsule CRM solving and how is that benefiting you?** Capsule is handling all our CRM data - giving us access to every single e-mail that was sent to customers for more than 10 years. People who don't use, lose their jobs. ### 36. For 15 years since launching, my company has been growing with Capsule **Rating:** 4.5/5.0 stars **Reviewed by:** Terry F. | President, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google One Tap using a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** September 05, 2024 **What do you like best about Capsule CRM?** Capsule has fit within our software stack seamlessly helping our CRM, emailing, pipeline and soon also our project coordination needs. **What do you dislike about Capsule CRM?** If I dislike anything about Capsule it is my company's need to spend more time customizing the many options and functions offered by Capsule. I am sure we can hire a consultant to help which we have just not yet done - so this is really a result of our need to spend more time locking down our core internal business processes - basically a me-issue. **What problems is Capsule CRM solving and how is that benefiting you?** Capsule is helping to provide more insight into our prospecting efforts and sales pipeline development. We are getting closer to having enough information and accurate usage of Capsule to provide more insight on revenue projections. ### 37. Easy to use, helps me stay on top of my tasks **Rating:** 4.5/5.0 stars **Reviewed by:** Vailancia R. | Project Assistant, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** July 08, 2024 **What do you like best about Capsule CRM?** Capsule is super easy to use and helps me plan our workflows so that the right people are contacted at the right time. The daily reminder of tasks via email helps me to plan my day. I like the structure of organising users, as it helps to link relationships between users and their opportunities and the email integration - I don't have to copy every email and paste it on Capsule - it does it automatically! **What do you dislike about Capsule CRM?** One issue that I have is that it saves our logos on emails as hyperlinks, and hence the email (outlook integration) history becomes long **What problems is Capsule CRM solving and how is that benefiting you?** Helps us visualise the sales pipeline - knowing exactly the stage in which a project is.  It acts as a central hub for all project-related tasks, assigning them to the correct users (and sending reminders!). No more scrambling for information - we action them on time and no lead goes cold. ### 38. The CRM that is my PA **Rating:** 5.0/5.0 stars **Reviewed by:** Sue G. | Vocational Rehabilitation Consultant, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** April 19, 2022 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about Capsule CRM?** Capsule acts like a PA and frees me up to get on with my work and know I won't forget anything. Being able to set up tracks of tasks that I do regularly so I don't have to remember what I have and haven't done. Just having all my admin and contacts in one place so in effect Capsule manages my office tasks and it's so easy and intuitive to use. **What do you dislike about Capsule CRM?** It's hard to find anything I don't like but one tiny thing is that when it saves emails my logos are saved separately as icons - though that is a very minor issue that I have got used to **Recommendations to others considering Capsule CRM:** I would highly recommend Capsule to manage your business, contacts and admin tasks **What problems is Capsule CRM solving and how is that benefiting you?** Managing all my contacts in one place. Managing and prioritising all my tasks. Managing all my cases and opportunities. managing my calendar and meetings. Creating a to-do list that I can see each day. Colour coding to help identify tasks and events etc. Linking with software. Saving emails and contacts with clients. Just taking everything out of my head and into the system to free me up to do my job. ### 39. Not Possible without Capsule CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Courtney W. | Vice President of Sales, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through Google One Tap using a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** January 16, 2025 **What do you like best about Capsule CRM?** I love how user friendly and simple Capsule CRM is. It is also very easy to train a new employee to use. Successfully completing my job wouldn't be possible without it. It's the only way I can keep up with follow-ups, meetings, etc., for all of my clientele. **What do you dislike about Capsule CRM?** The "Stale Opportunity" feature isn't necessarily always accurate. Many times, our projects take six months (or years) to complete. A follow-up may not be necessary until months later depending on the overall project timeline. **What problems is Capsule CRM solving and how is that benefiting you?** Organization Skills and Abilities ### 40. Nice, Clean & Straight Forward **Rating:** 4.5/5.0 stars **Reviewed by:** Laura H. | Content Creator, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through LinkedIn **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** September 24, 2024 **What do you like best about Capsule CRM?** One of the standout aspects of Capsule is its robust CRM capabilities. It allows me to keep track of all my client interactions, ensuring that no detail is overlooked. The task management feature is another highlight. It helps me stay organized and on top of my deadlines with ease. The ability to assign tasks, set priorities, and track progress made my workflow much more efficient. The interface is incredibly user-friendly, making it easy to navigate and utilize all its features effectively. **What do you dislike about Capsule CRM?** During my time using the system, I didn't have any negative experiences with Capsule. **What problems is Capsule CRM solving and how is that benefiting you?** Capsule enhanced my problem-solving skills by providing a structured approach to organizing and analyzing information, leading to more efficient and effective solutions. We had a lot of students who would enrol onto our courses, and Capsule meant everything was managed and tracked in a really effective manner. ### 41. Using Capsule for a few different businesses and it works for all! **Rating:** 5.0/5.0 stars **Reviewed by:** Eva M. | Virtual Assistant, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** June 21, 2024 **What do you like best about Capsule CRM?** It's intuitive, flexible to set up as you need it with custom fields etc, easy to dropbox emails and a good price. I use the paid version with 2 clients and the free one for my own freelance business which is completely adequate. One of my clients has been using it for about 13 years and I don't ever recall it being down. When I have contacted support for the occasional query about functionality the responses have been quick. I have used other CRM software in the past and this is definitely still my favourite. **What do you dislike about Capsule CRM?** If I had to be picky, it would be great to be able to have a return to top when you search through a contacts emails for something in particular, that can be a lot of scrolling! Perhaps also a way to search keywords against a contact would be handy. But that's probably about it... **What problems is Capsule CRM solving and how is that benefiting you?** Visibility of what's been happening with a contact and upcoming tasks. That's particularly important when you work as a remote team and part time. My own task management and being able to schedule and review tasks for others. Segmenting the database for email campaigns and general comms. ### 42. Interacting with customers and integrating **Rating:** 4.5/5.0 stars **Reviewed by:** Arias S. | HR Manager, Government Administration, Mid-Market (51-1000 emp.) **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** November 06, 2024 **What do you like best about Capsule CRM?** In managing customer relationships, Capsule CRM boasts of its simple design on its interface and relatively cheap rates. It makes it possible to monitor interactions, keep other contact information and involve a team to maintain leads and make sales. **What do you dislike about Capsule CRM?** At times it becomes necessary to require additional information for better decision making through data. The drawback of it is the lack of ability to dive into some of the particular successful sales stage or evaluate the separate member’s contribution. **What problems is Capsule CRM solving and how is that benefiting you?** Capsule CRM simplifies the CRM process and is easy to use and affordable for small businesses making it a great CRM solution for businesses. Contact management is made easy, managing the sales process is made easy and also encourages teamwork. ### 43. Simple to use, great customer support and highly cost effective **Rating:** 5.0/5.0 stars **Reviewed by:** Sarah S. | Employment Tribunal Lay Member, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** September 07, 2024 **What do you like best about Capsule CRM?** I wish I had started using a CRM when I first started my business - it makes it so much easier to manage contacts, tasks and keep in touch - I love how capsule makes it so simple to do that Customer support is brilliant and you can tailor things really easily **What do you dislike about Capsule CRM?** I would like it to be more straightforward to attach photos on the app - I often take notes and can never remember how to do it - other things are so straightforward **What problems is Capsule CRM solving and how is that benefiting you?** It helps me with keeping in touch and customer/client follow up It does so much more that I have yet to utilise ### 44. Wow I keep getting blown away by this CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Spencer D. | Owner, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** June 19, 2024 **What do you like best about Capsule CRM?** I love this CRM - you can add pictures to the contacts and I find a really helpful tool is being able to upload pictures to each contact also. I also use Freeagent and the two work so well together. I have just started to customise the project part of Capsule and this has been a real game changer for the service part of my business - making it so much easier to track the scissors going through my service process. I also really benefit from being able to search for my contacts by using their mobile phone number or the area where they live not just there name. We used to use a free CRM - but as a business I'm so pleased we took the leap and changed to Capsule. **What do you dislike about Capsule CRM?** On the free CRM we used we could look at our customers on a map - this was helpful when planning our cold calling. But to be fair I haven't asked the very helpful customer support from Capsule about this yet. **What problems is Capsule CRM solving and how is that benefiting you?** Keeping track of all my contacts is key and being able to customise it is a great help. ### 45. Using Capsule for a number of years **Rating:** 5.0/5.0 stars **Reviewed by:** Tony H. | Director, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** October 02, 2024 **What do you like best about Capsule CRM?** I looked at several CRM packages before deciding on Capsule. I like how I can record all my communications with clients in one place; emails, notes, reminders and all their contact details in an easy-to-use format. I certainly don't use all the features in Capsule, but it does all I need of it. Would certainly recommend it to potential users. **What do you dislike about Capsule CRM?** I have not found any downside. As I said, it does all I require. **What problems is Capsule CRM solving and how is that benefiting you?** It enables me to record my client contact details, store emails I've sent them and reminds me when I next need to contact them. ### 46. Simplistic and functionally excellent! **Rating:** 4.5/5.0 stars **Reviewed by:** Nauman S. | New Business Account Executive, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** August 06, 2024 **What do you like best about Capsule CRM?** I have used multiple CRMs over the course of my career but always encountered the feeling where they were overly complicated, were feature-heavy or simply required a lot of operational overview to perform a simple manual task. With Capsule, this is not the case at all and I am loving how easy-to-use it is! Our record keeping and retrieval is now streamlined and sub-sections within a profile make it simple to understand the different stages of a lead. **What do you dislike about Capsule CRM?** I would have certain integrations enabled with other softwares to further streamline a tech sales department's workflow, but it does a good job anyway! **What problems is Capsule CRM solving and how is that benefiting you?** Record keeping is now simple. in-line with my expecations and trracking has been significantly better whenever I wish to touch base with a lead. ### 47. A decade of helping me run my business!!! **Rating:** 5.0/5.0 stars **Reviewed by:** Nick K. | Owner, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** October 22, 2024 **What do you like best about Capsule CRM?** I discovered Capsule in 2012 and haven't questioned switching since! It has kept me organized on a daily basis with tasks for my clients and tracking opportunities. Honestly, I love that it is super clean and easy to use. It sends daily emails of the tasks for the day, syncs my contacts with Google, and integrates great with my accounting software and MailChimp. **What do you dislike about Capsule CRM?** I can't think of anything to complain about! **What problems is Capsule CRM solving and how is that benefiting you?** Keeping track of dozens of tasks for running my entire business across dozens of clients. ### 48. Fantastic CRM! **Rating:** 5.0/5.0 stars **Reviewed by:** Deepak T. | Amazon #1 Bestselling Author, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** June 19, 2024 **What do you like best about Capsule CRM?** I have been using Capsule CRM for several months now, and I can confidently say it has transformed the way I manage my business relationships. The platform is incredibly intuitive, making it easy to navigate even for those who may not be tech-savvy. Our sales team use it everyday **What do you dislike about Capsule CRM?** I think the pricing is a little high for smaller companies who are growing. We still use it and the features do keep expanding so I'm still keen to keep using it. **What problems is Capsule CRM solving and how is that benefiting you?** Capsule CRM addresses several key problems for us that that significantly benefits my business. It centralizes contact management, bringing all client information, emails, notes, and documents into one place, reducing chaos and ensuring nothing is missed. The CRM streamlines communication by integrating with email systems, logging all interactions, and providing easy access to communication history, which enhances organization and ensures timely follow-ups with all our clients. ### 49. It always does the thing I want it to do! **Rating:** 5.0/5.0 stars **Reviewed by:** Sue K. | Founder and Communications Consultant, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** July 03, 2024 **What do you like best about Capsule CRM?** Since day one, it's always done the thing I want it to do. So I think, "Oh, it would be useful if I could add tags." And it can do it. Or I thought it would be useful to break down the pipeline into different stages to the default - great, it can do that too **What do you dislike about Capsule CRM?** I genuinely can't think of any right now. **What problems is Capsule CRM solving and how is that benefiting you?** I takes the pressure off having to remember everything...I can simply put everything in as an opportunity and set a task to follow up...and by using the Outlook widget it can suck in information from our emails, so no manual cutting and pasting information from one tool to another. The reporting is exactly what I need too, so I can keep a tight check on leads and sales coming in, and finetune this for better results. ### 50. projects and pipelines **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Management Consulting | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google One Tap using a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** November 26, 2024 **What do you like best about Capsule CRM?** we love Capsule here, we use it for projects and our sales pipeline. I especially like turning opportunities into Won and then attaching a linked project so that delivery and sales have a real link and all the history is there. I'm next looking at integrating it with our Xero so that we can have our sales forecast as part of our MI. **What do you dislike about Capsule CRM?** keeping on top of the 'check contact' tasks - if you email a lot of people then you have a lot of daily tasks - and they cloud your task list from real work. **What problems is Capsule CRM solving and how is that benefiting you?** keeping our customer relationships in a shared space ## Capsule CRM Discussions - [What is Capsule CRM used for?](https://www.g2.com/discussions/what-is-capsule-crm-used-for) - 1 comment - [What are the top 5 CRM systems?](https://www.g2.com/discussions/capsule-crm-what-are-the-top-5-crm-systems) - 1 comment - [What is CRM database software?](https://www.g2.com/discussions/what-is-crm-database-software) - 1 comment - [What is a case in Capsule CRM?](https://www.g2.com/discussions/what-is-a-case-in-capsule-crm) - 1 comment - [What are the features of CRM software?](https://www.g2.com/discussions/capsule-crm-what-are-the-features-of-crm-software) - 1 comment - [View Capsule CRM pricing details and edition comparison](https://www.g2.com/products/capsule-crm/reviews?page=4§ion=pricing&secure%5Bexpires_at%5D=2026-09-29+18%3A39%3A54+-0500&secure%5Bsession_id%5D=9aad9635-f8d7-4a58-a08b-3d00686dea58&secure%5Btoken%5D=83e0ae8c4a0be9b7d976ac777a89563cf8631832085c37597f23fdeb56f184d0&format=llm_user) ## Capsule CRM Features **Sales Force Automation** - Contact & Account Management - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management - Contract/License Management **Additional Functionality** - Bid Management - AI Copilot - Project Tracking - Client Tracking - Calendar Management - Quotes/Estimates - Calendar/Reminder System - Lead Management - Activity Tracking - Customizable Reports - Task Management - Third-Party Integrations - Project Management - Inventory Management - Email Marketing - Activity Dashboard - Collaboration Tools - Communication Management - Customizable Templates - API - Buyer Management - Document Management - Workflow Management - Project Time Tracking - Reporting/Analytics - Contract/License Management - Data Import/Export - Warranty Tracking - Estimating - Customizable Fields - ACH Payment Processing - Forecasting - Sales Approval - Subcontractor Management - Change Order Management - Scheduling - For AEC Industry - Procurement Management - Job Costing - Sales Pipeline Management - Generative AI - Contact Management **Marketing Automation** - Email Marketing - Lead Management - Email Management - File Management - Deal Management **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Content** - Automation - Marketing Automation **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Mobile & Social** - Social Collaboration Features - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Platform Additional Functionality** - Pre-Built Connectors - Dashboard - Cloud - Mobility - Messaging - Activity Dashboard **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Platform Reporting and Analytics** - Reporting - Forecasting **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Support Analytics - Calendar Management - Template Management - Client Management - Workflow Management - Territory Management - Financial Management - Document Management **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Marketing Automation** - Campaign Management - Lead Management - Marketing Analytics - Email Management - Email Marketing **Sales Force Automation** - Pipeline Management - Task Management - Product and Price List Management - Quote and Order Management - Contract Management - Contact Management **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - Financial Services CRM** - Decision Making **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Additional Functionality** - Search/Filter - Activity Tracking - Expense Tracking - CRM - Mobile Access - AI Copilot - Calendar Sync - Third-Party Integrations - Data Import/Export - Customizable Reports - Customizable Fields - Lead Capture - Relationship Tracking - Collaboration Tools - Alerts/Notifications - Email Templates - Generative AI - Customer Database - Task Scheduling - Reporting & Statistics - API - Team Assignments - Drag & Drop - Access Controls/Permissions - For Financial Institutions - Interaction Tracking - Sales Reports **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation ## Top Capsule CRM Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (26,132 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 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