---
title: Capsule CRM Reviews
meta_title: 'Capsule CRM Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 514 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: 514
  scale: '5'
date_modified: '2026-08-14'
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:** 514
## About Capsule CRM
Capsule CRM is a growth-oriented customer relationship management (CRM) tool that empowers salespeople, marketers, and business owners to win more business, retain more clients, and deliver exceptional work. With a focus on simplicity and efficiency, our 10,000+ global customers are attracted by our excellent value and incredible support.



## Capsule CRM Pros & Cons
**What users like:**

- Users find Capsule CRM to be **very easy to use** , making it ideal for beginners and small businesses. (94 reviews)
- Users commend the **responsive customer support** of Capsule CRM, appreciating quick resolutions and helpful interactions. (47 reviews)
- Users find Capsule CRM to be **exceptionally user-friendly** , simplifying daily tasks and enhancing team collaboration effectively. (39 reviews)
- Users appreciate the **simplicity** of Capsule CRM, enabling quick setup and effortless navigation for enhanced productivity. (35 reviews)
- Users find Capsule CRM&#39;s **task management features** invaluable for organizing workflows and enhancing productivity. (32 reviews)
- Easy Setup (31 reviews)
- Integration (28 reviews)
- Organization Efficiency (23 reviews)
- Intuitive (21 reviews)
- Feature Richness (20 reviews)

**What users dislike:**

- Users find the **missing features** like workflows and archiving limit Capsule CRM&#39;s effectiveness and usability. (20 reviews)
- Users find the **limited customization** in Capsule CRM restricts their ability to adapt the platform to their needs. (15 reviews)
- Users express concerns about **integration issues** with Capsule CRM, particularly with Microsoft Teams and marketing tools. (12 reviews)
- Users find the **incomplete information** limitations hinder effective decision-making and evaluation of sales contributions in Capsule CRM. (9 reviews)
- Users find the **learning curve challenging** , particularly for managing contacts and setting up custom fields effectively. (8 reviews)
- Users find Capsule CRM has **limited features** , particularly in its mobile app and integration capabilities, causing frustration. (7 reviews)
- Contact Management (5 reviews)
- Search Issues (5 reviews)
- Users struggle with **email issues** , including difficulties adding footer images, lack of reporting, and sending attachments. (4 reviews)
- Slow Loading (4 reviews)

## Capsule CRM Reviews
  ### 1. CRM Review

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 09, 2025

**What do you like best about Capsule CRM?**

This CRM is very easy to use and easy to set up as someone with no prior CRM use. The opportunity feature enables us to keep on top of tasks per case. Also, the filtering options are helpful when trying to complete tasks at the same time and covering others' tasks when they are not able to work. I also love that you are able to set email templates and the amount of information in one space you can easily access in seconds makes it so efficient. Along with this, when dealing with any issues, the support team are amazing at dealing with issues straight away

**What do you dislike about Capsule CRM?**

I do wish more templates were available sometimes in the subscription but it is not a big put-off. Also, when putting opportunities on for someone with a limited company, I can't put this opportunity for them on in personal name.

**What problems is Capsule CRM solving and how is that benefiting you?**

I have been using the CRM for over a year, it consistently has updates to benefit user efficiency, for example, Zoom is now integrated to record meetings which will come in very handy

  ### 2. Capsule CRM - Great CRM

**Rating:** 5.0/5.0 stars

**Reviewed by:** Nada M. | Owner, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 11, 2024

**What do you like best about Capsule CRM?**

Capsule CRM is very easy to use and great for beginners. 
It helps small businesses stay organised and focused.
The interface is clean, modern, and pleasant to work with.
Capsule CRM makes tracking customers simple and clear.
It works perfectly for managing tasks and daily activities.
The mobile app is fast, practical, and ideal for work on the go.
Capsule integrates well with popular tools like Gmail and Google Calendar.
It helps teams communicate better and stay on the same page.
Capsule CRM saves time by automating repetitive tasks.
It offers excellent value for money, especially for small companies.
I use Capsule CRM to keep records of all my tutoring students, and it works very well. Along with their contact details, I can create a note for every lesson and easily attach a PDF or JPEG file, which is extremely useful in the tutoring business. All students are neatly organised and can be found quickly whenever needed. Adding new students is simple, and removing those who no longer need the service is just as easy.

**What do you dislike about Capsule CRM?**

Capsule CRM would benefit from a small enhancement that allows users to enter a parent’s email and mobile number for child customers without needing to create custom fields, which many less-experienced users find difficult to set up.

**What problems is Capsule CRM solving and how is that benefiting you?**

I use Capsule CRM to organize the work schedule and user records in my company and to improve business.

  ### 3. Rapidly evolving CRM with many useful features.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Lukáš B. | I coordinate sales representatives for Spanish-speaking countries and manage the CRM system for our company, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 18, 2025

**What do you like best about Capsule CRM?**

What I really like about Capsule is the ability to communicate with support and not waste time with a bot when I need something, and also that they take practical feedback seriously. Several times, a feature or improvement I requested has been developed in a relatively short time. The possibility of many integrations is also a plus.

**What do you dislike about Capsule CRM?**

With some features, it's clear they are not yet completely polished. For example, I have a problem when using an email alias, so we cannot send emails through Capsule because we send everything from a different domain, and we have to use an add-on. I was missing a similar refinement in automation so I could use it more. These are specific requirements for our company, so most companies probably won't be interested, but it's a shame not to be able to fully utilize the potential of the CRM when, from my perspective, so little is missing.

**What problems is Capsule CRM solving and how is that benefiting you?**

I am constantly dealing with something, fortunately, about 80% of my requests are successfully resolved, and the Capsule developers are aware of the others, so there is hope that they will be completed.

  ### 4. Lead management and contact management is easy.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Akshay U. | Residential Projects, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 09, 2024

**What do you like best about Capsule CRM?**

Visualization of sales process using an inbuilt kanban board which gives an approximate idea on how long it could take to closure the sales process.

**What do you dislike about Capsule CRM?**

No Two way email sync on any of the plans, there is no phone or live chat support.

**What problems is Capsule CRM solving and how is that benefiting you?**

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

  ### 5. Basic CRM backed by a trustworthy team

**Rating:** 4.5/5.0 stars

**Reviewed by:** Christopher M. | CEO, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 26, 2025

**What do you like best about Capsule CRM?**

The #1 reason I chose Capsule is because of the company culture and values, as communicated primarily on the website. It's most important to me that I'm working with a team I trust, who has shared values, and I can't say about any other option. Their support team is personable and responsive.

Capsule CRM is a simple account-based CRM. The simplicity is great because it's easy to get started. I was up and running on the first day. There are multiple pipelines to support our different workflows, and an integration with an affiliated marketing software (Transpond) that just works out of the box. Tasks and tracks make it easy to remember who to follow up with. The ability to keep track of active projects and associate multiple opportunities with a single account or contact mean both sales and account management can use this tool to track an account relationship through its entire lifecycle.

**What do you dislike about Capsule CRM?**

The features in Capsule CRM are basic. I really do miss HubSpot for how much I could do with it. But what Capsule does do it does very well and simply, and it checks the boxes we really needed without the complexity that larger options bring.

**What problems is Capsule CRM solving and how is that benefiting you?**

Capsule CRM helps me keep track of all of my business contacts, sales deals, and current client relationships.

  ### 6. Powerful Yet Easy to Use CRM Software

**Rating:** 5.0/5.0 stars

**Reviewed by:** Marty H. | Owner, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 07, 2025

**What do you like best about Capsule CRM?**

I have used Capsule CRM for many years. I use it every day, and it keeps my business organized, with next task lists, sales pipeline and customized fields. It is easy to use, yet has many powerful features. I was able to set it up quickly and the learning curve was very quick. Customer support has been friendly, quick and accurate. I have also connected Capsule CRM to my email programs and web form software, and it is working flawlessly.

**What do you dislike about Capsule CRM?**

With the basic plan, I would like to see more email templates included.

**What problems is Capsule CRM solving and how is that benefiting you?**

Keeping my customer lists organized so I can keep in contact with them. Also, tracking my leads and by using the pipeline, and can see where every lead is in the slaes process. The next task feature is easy to customize and I always know what I need to be doing every day in my business.

  ### 7. Capsule has been a game changer

**Rating:** 4.5/5.0 stars

**Reviewed by:** Michelle F. | Office Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 10, 2025

**What do you like best about Capsule CRM?**

Over the years I have used so many different CRM's but never Implemented one myself from scratch for a company.  I've looked at so many over the last 12 months and the others did not seem to work how we needed it to work. At the time we were using Trello, it was not working for us.

The Sales and Support Teams have been very helpfull throughout the whole experience.  Harry was the first person I spoke to and was very patient and helpful. Has several video calls whilst he was helping me get to grips with Capsule.  Once I started using Capsule and learning all the new parts to it, I was constantly asking support for help.  Every time I received a resply the help has been outstanding.  From email replies explaining how something is done to videos showing me how to do the task I'm stuck with.

Capsule is really easy to use, you just need to take the time to take it in. There are so many helpful links to help you do things yourself.

I'm still learning, but I'm enjoying what I have experienced so far, so much more to learn and do.

It has made a massive difference to our Sales / Support team and everyone is pleased with it.

**What do you dislike about Capsule CRM?**

I have not come across many things yet that I don't like.
There are a couple of suggestion / feature requests I have mentioned and hopefully they get thought about just to make the customer journey a little easier.

One thing that has niggled me a little is the Files, when you link emails up to Capsule and you have a logo on the emails, its saving those as files.  So I have had to add in email signatures that have to logo and don't look at good as they would when getting sent from Outlook.

**What problems is Capsule CRM solving and how is that benefiting you?**

Holding customer information, their projects, correspendance between us and customer
Opportunties in sales 
Recording leaving customers 

Wehad to use a few different platforms before so this keeps it all in one place

  ### 8. Probably best CRM/marketing suite for non-tech SME owner/Freelancer

**Rating:** 4.0/5.0 stars

**Reviewed by:** Jan F. | Manging Director, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 27, 2024

**What do you like best about Capsule CRM?**

It's simple, easy-to-learn and easy-to-setup, what is a key factor for any freelancer or small business ower trying to heard the cats. 

If you have business need for an ovepowered sophisticated tool - and have dozen K of EUR to pay for setup - you probably should go for big names. Any other option, I see the best ROI here.

But the real win here is the CUSTOMER SERVICE - anyone who had the experience as SME client will definetly appreciate that. 
I was won back after I gave up due to some technical errors.  They solved it, they fixed it - despite me switching to a free plan.

**What do you dislike about Capsule CRM?**

Some features could be shown more clear way (like project management board logic, which, when understood, became my favorite one). 

There are some features missing - the tag tree should be a tree, not a bag-of-holding where you throw litteraly anything (same with documents). The contact /organization fields should have kind of "categories" - having them as a flow-of-mind is a bit hard to use.

Probably too simple for more advanced usage and growth marketing - but I haven't tested their marketing tool yet, so a "?" here.

**What problems is Capsule CRM solving and how is that benefiting you?**

managing the contacts, history, projects - all-in-one, at the not very sophisticated level.

  ### 9. No-frills CRM with great integrations and excellent customer support

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 27, 2025

**What do you like best about Capsule CRM?**

The integrations with Zapier and web forms were easy to set up, and when we got stuck on a complex query, the customer support was quick and helpful.

**What do you dislike about Capsule CRM?**

The email templates on the basic plan are a bit limited, I was expecting more than 5 templates and rich formatting. There is an additional service as an upsell that does all that.

**What problems is Capsule CRM solving and how is that benefiting you?**

Lead management for a SaaS business.

  ### 10. Highly Functional CRM!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Manufacturing | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 06, 2025

**What do you like best about Capsule CRM?**

I love the simplicity of the software, it does exactly what we need at a business of our size.

**What do you dislike about Capsule CRM?**

It doesn't allow for more options on setting up appointments like inviting other people to the meeting and, it doesn't give an option to create a Teams meeting.

**What problems is Capsule CRM solving and how is that benefiting you?**

It's allowing us to seperate different pipelines of revenue to assess how effective each sector of our group is.

  ### 11. Absolute Game Changer

**Rating:** 5.0/5.0 stars

**Reviewed by:** Angela P. | Ambassador, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 04, 2024

**What do you like best about Capsule CRM?**

We've been using Capsule for about 10 years now and it is so easy to implement and create your own system.  It's not only a CRM, it's a work horse taking away so many day to day admin tasks through it's integration with other softwares that we use.
We use Capsule every day in our business and if we ever need to contact Customer Support they are very responsive and always helpful.  They take on new ideas from us and always try to find a way to help us use the software in ways they hadn't thought of.
Absolutely love Capsule and how it is helping our business.

**What do you dislike about Capsule CRM?**

There isn't anything I don't like about Capsule.  I would love it if we could duplicate projects automatically, that would make our lives so much easier.

**What problems is Capsule CRM solving and how is that benefiting you?**

We have used a lot of Practice Management Softwares, however, they never seem to quite hit the spot of integration that Capsule does.  We have been able to reduce our software packages through using the integrations.

  ### 12. 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.)

**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 elimiate this by being able to see what collegues have gotten up to.

  ### 13. Simple to use with loads of features

**Rating:** 4.5/5.0 stars

**Reviewed by:** Liz H. | Director, Small-Business (50 or fewer emp.)

**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

  ### 14. 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.)

**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.

  ### 15. Powerful and Customizable

**Rating:** 5.0/5.0 stars

**Reviewed by:** Cait W. | COO, Small-Business (50 or fewer emp.)

**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 partnet relationship maintenance. Customized task tracks keep us on time and in the flow.

  ### 16. 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.)

**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

  ### 17. User friendly - does what it says on the tin

**Rating:** 4.0/5.0 stars

**Reviewed by:** Claire T. | Founder, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 28, 2024

**What do you like best about Capsule CRM?**

Simple to use for a SME such as ours.  Great for record keeping, tracking sales prospects and generally a really useful resouces for our team to use and to maintain compliance.

**What do you dislike about Capsule CRM?**

Would be helpful is some of the add-on features were available as standard.

**What problems is Capsule CRM solving and how is that benefiting you?**

Record keeping for all members of the team in a manner that is clear and compliant.


## 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?filters%5Bsentiment_snippet%5D=1605006&qs=pros-and-cons&section=pricing&secure%5Bexpires_at%5D=2026-08-14+20%3A01%3A28+-0500&secure%5Bsession_id%5D=a1aac024-e88b-4e7b-89bb-d820ce70c41a&secure%5Btoken%5D=9d759a385ebedfab6b2936820f4ca64502032ed03d683d660e0f219d86d05a20&format=llm_user)
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  - [Typeform](https://www.g2.com/products/typeform/reviews)
  - [WooCommerce](https://www.g2.com/products/woocommerce/reviews)
  - [Wufoo](https://www.g2.com/products/wufoo/reviews)
  - [Xero](https://www.g2.com/products/xero/reviews)
  - [Zapier](https://www.g2.com/products/zapier/reviews)
  - [Zoho Flow](https://www.g2.com/products/zoho-flow/reviews)
  - [Zoom Workplace](https://www.g2.com/products/zoom-workplace/reviews)

## 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 (24,690 reviews)
  - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,304 reviews)
  - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (3,061 reviews)

