--- title: Capsule CRM Reviews meta_title: 'Capsule CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 509 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: 509 scale: '5' date_modified: '2026-08-01' 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:** 509 ## 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'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'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. Customer interaction **Rating:** 4.5/5.0 stars **Reviewed by:** Dynsainy Y. | Photographer, Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2025 **What do you like best about Capsule CRM?** Assing 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 atomates tasks and remainders, freeing up time for sales teams. ### 2. 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.) **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. Remebering to complete tasks and contact clients at a later date. ### 3. 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.) **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. ### 4. Great CRM for your SME **Rating:** 4.5/5.0 stars **Reviewed by:** Pedro A. | Management Trainee, Small-Business (50 or fewer emp.) **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 sofware. One other thing I found really good was their costumer 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. ### 5. An indispensable tool for our business! **Rating:** 5.0/5.0 stars **Reviewed by:** Zakir D. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** October 03, 2023 **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 ass 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 other CRM’s I have used. Our team has full visibility of projects, tasks and tracks. This is vital for our organisation. 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 a 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. ### 6. 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. ### 7. Nice and straightforward **Rating:** 4.5/5.0 stars **Reviewed by:** Nadia H. | Partner, Small-Business (50 or fewer emp.) **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 ### 8. 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 ### 9. 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.) **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. ### 10. 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. ### 11. 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. ### 12. 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.) **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. ### 13. 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.) **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. ### 14. Capsule does everything we need it to **Rating:** 5.0/5.0 stars **Reviewed by:** michael h. | director, Small-Business (50 or fewer emp.) **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 conacts ### 15. Great quality small business CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Jo B. | Director, Small-Business (50 or fewer emp.) **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. ### 16. 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.) **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 Capsue 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. ### 17. 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.) **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 pro active in suggesting best use of features. I've used it for over10 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 ### 18. 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.) **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 ### 19. Very user friendly **Rating:** 5.0/5.0 stars **Reviewed by:** David G. | Operations Director , Small-Business (50 or fewer emp.) **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. ### 20. Simplicity in a complex world **Rating:** 5.0/5.0 stars **Reviewed by:** Julian S. | CEO, Small-Business (50 or fewer emp.) **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 af 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 ### 21. 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 ### 22. 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.) **Reviewed Date:** July 08, 2024 **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. ### 23. 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.) **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. ### 24. 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.) **Reviewed Date:** September 05, 2024 **What do you like best about Capsule CRM?** Capsule has fit within our software stack seemlessly 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. ### 25. 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.) **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. ### 26. 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.) **Reviewed Date:** April 19, 2022 **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. ### 27. 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.) **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. Its 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 Opportnity" feature isnt necessarily always accurate. Many times, our projects take six months (or years) to complete. A follow up may not be neccessary 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 ### 28. Nice, Clean & Straight Forward **Rating:** 4.5/5.0 stars **Reviewed by:** Laura H. | Content Creator, Small-Business (50 or fewer emp.) **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. ### 29. 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.) **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 occassional query about functionality the responses have been quick. I have used other CRM software in the past and this is defitely 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. ### 30. Interacting with customers and integrating **Rating:** 4.5/5.0 stars **Reviewed by:** Arias S. | HR Manager, Government Administration, Mid-Market (51-1000 emp.) **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. ### 31. 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.) **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 thing s really easily **What do you dislike about Capsule CRM?** I would like it to be more straight forward to attach photos on the app - I often take notes and can never remember how to do it - other things are so straight forward **What problems is Capsule CRM solving and how is that benefiting you?** It helps me with keeping in touch and customer/clien t follow up It does so much more that I have yet to utilise ### 32. 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.) **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. ### 33. Using Capsule for a number of years **Rating:** 5.0/5.0 stars **Reviewed by:** Tony H. | Director, Small-Business (50 or fewer emp.) **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. ### 34. Simplistic and functionally excellent! **Rating:** 4.5/5.0 stars **Reviewed by:** Nauman S. | New Business Account Executive, Small-Business (50 or fewer emp.) **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. ### 35. 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.) **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. ### 36. Fantastic CRM! **Rating:** 5.0/5.0 stars **Reviewed by:** Deepak T. | Amazon #1 Bestselling Author, Small-Business (50 or fewer emp.) **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. ### 37. 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.) **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. ### 38. projects and pipelines **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Management Consulting | Small-Business (50 or fewer emp.) **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 ### 39. Helpful **Rating:** 4.0/5.0 stars **Reviewed by:** Emily D. | Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** August 19, 2024 **What do you like best about Capsule CRM?** I like that it is a simple platform to use. When we come home from tradeshows, it's easy to integrate the Excel reports onto the platform. We use it on a daily basis here in the office, and are able to track where in the process we are with particular prospects. Overal it's a highly useful program that has improved our sales tracking. **What do you dislike about Capsule CRM?** I would like for there to be an option to upload attachments from mobile device onto the platform. I am currently able to do that from a desktop, but cannot through a phone. Also, it would be great to include an undo option when sending emails, just like how Gmail allows for for a short grace period to undo an email, if Capsule can do that too, that would be great. **What problems is Capsule CRM solving and how is that benefiting you?** Ease of prospect tracking and able to know where in the process we are with solving customer issues. ### 40. A great effortless CRM, the best I've ever used... **Rating:** 5.0/5.0 stars **Reviewed by:** Matt C. | Co-Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** June 03, 2024 **What do you like best about Capsule CRM?** I've used Capsule for eight years (and continue to do so). I've used many different CRMs in my career and the main reason I love Capsule, and recommend it to others, is that it's not over-complicated and pretty effortless to use - it is used constantly in our business. I think some CRMs have gone way over the top with unnecessary functionality or overly complex processes (taking up or wasting the time of the people using them). But, Capsule is different, it allows users to have excellent visibility of tasks, great flexibility to create your own tracks and projects, and offers an efficient way to add new opportunities (use of time). I'm all for productivity and believe that Capsule helps our business be more productive. **What do you dislike about Capsule CRM?** There aren't any major downsides that we see or have experienced - I'd personally amend the layout slightly for the way I use it but that really is just me being picky. It's not a bad layout at all, I'd just refine it slightly for the way I'd like it. **What problems is Capsule CRM solving and how is that benefiting you?** We use Capsule to manage buyer journey development, new sales, email nuture campaigns, customer success and project delivery. The main challenge it solves is to manage these processes, give visibility of our sales pipeline and manage customer projects. Nothing ever gets forgotten and with everything being in one place our productivity increases and customers are supported faster. ### 41. Easy set up and great development potential **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** April 07, 2025 **What do you like best about Capsule CRM?** Its ease of use and ability to expand the fields **What do you dislike about Capsule CRM?** No audit trail which means if there is a mistake made it is difficult to track **What problems is Capsule CRM solving and how is that benefiting you?** Keeping track of all our prospects and managing communication ### 42. The perfect balance between features and usability **Rating:** 5.0/5.0 stars **Reviewed by:** Deiric M. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** August 16, 2024 **What do you like best about Capsule CRM?** We worked with two other CRMs before Capsule. Both had some many features and so much going on that the app got in the way of productivity, with too many options needing attention any time we did anything. Capsule has everything one needs to run the business without the overkill. The learning curve is shallow, the user experience is great. Recommended **What do you dislike about Capsule CRM?** Capsule does as many CRMs do - captures client email correspondence from Outlook using a plugin. However, if you do as I do sometimes and use a standard message with a standar title to update multiple clients (cutting and pating names and emails) then Capsule can get confused and store the messages incorrectly. e.g. a message with subject 'I thought you'd find this interesting' will get missaignedd if sent to ultiple folks. It's not a showstopper - but it's irritating. That's about it on dislikes **What problems is Capsule CRM solving and how is that benefiting you?** Keeps us on top of nurturing a large cohort of 'suspects', moving towards being proipsects over time. Classic application ### 43. Capsule is a great and simplified multipurpose CRM. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 07, 2024 **What do you like best about Capsule CRM?** We are a technology consulting services company, and we use Capsule as both a CRM and talent tracking tool (serving as our ATS basically). What we like most is the simplicity, (our staff has used all the big and mainstream CRMs, and they are overly complex and often times overwhelming and consufusing). The multiple sales pipelines is a simplified way of tracking customer opportunities. Also, the "enrichment" feature is great in providing customer data and insights in an automated fashion without having to invest so much time in customer research. **What do you dislike about Capsule CRM?** This is tough. We have been lucky, in that it serves our needs and does exactly what we need it to. Perhaps the one thing we can think of is having more integration options with other software systems. **What problems is Capsule CRM solving and how is that benefiting you?** Helping us solve customer pipeline, opportunity tracking, and contact organization in a very simplified way. ### 44. Capsule is a great, easy to use, CRM that offers everything we need. **Rating:** 4.5/5.0 stars **Reviewed by:** AJ S. | Technical Marketing Rep, Small-Business (50 or fewer emp.) **Reviewed Date:** September 05, 2024 **What do you like best about Capsule CRM?** Capsule's UI is easy to use and navigate, allowing me to quickly build tasks, to do lists, and more. This has been the number one feature so far. **What do you dislike about Capsule CRM?** This is really hard, as I don't have a large number of issues with Capsule. Their are often things I find that Capsule can do better, and whenever I reach out to the Capsule team they often put these fixes in the works quickly. **What problems is Capsule CRM solving and how is that benefiting you?** It's solving the issue of endless clients, and tasks. It helps us organize them all into one place that's easy to use and navigate. ### 45. At long last we are organised! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2025 **What do you like best about Capsule CRM?** Everyone knows what's going on and when. **What do you dislike about Capsule CRM?** Not found anything yet and hope we don't **What problems is Capsule CRM solving and how is that benefiting you?** Client needs and expectations, plus our commitments to them ### 46. A great system that connects direct to my accounts **Rating:** 4.0/5.0 stars **Reviewed by:** Guy C. | Media trainer, Small-Business (50 or fewer emp.) **Reviewed Date:** August 20, 2024 **What do you like best about Capsule CRM?** Really easy to use and master at your own pace; if you want it to shoot straight over to Xero it's simple to integrate and it can handle emailing straight from the system. I haven't called on customer support often but when I have they've been friendly and spoken in plain English. I speak as an everyday user so I mean what I say here. **What do you dislike about Capsule CRM?** A feature of being a consultant is that not everyone - such as my VA - wants to use the same system and as she's an independent business in her own right I can't give her instructions. So I'm probably missing out on a number of features - but that's because of me, not Capsule. **What problems is Capsule CRM solving and how is that benefiting you?** I get an at-a-glance view of which of my clients are at what stage - and where the gaps are. ### 47. easy to use and super helpful in managing multiple tasks and projects **Rating:** 5.0/5.0 stars **Reviewed by:** Kate S. | Redstone Positive Behaviour Support-CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** November 06, 2024 **What do you like best about Capsule CRM?** I like to use the calendar for my daily and weekly tasks and its very easy to move tasks to another day if I run out of time. We have started using the gant style form for larger projects **What do you dislike about Capsule CRM?** Nothing really. Iam happy with it all and find it easy to use. **What problems is Capsule CRM solving and how is that benefiting you?** saves time on organising lists of things that need to be done ### 48. Brilliant tool for project management **Rating:** 5.0/5.0 stars **Reviewed by:** L M. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 13, 2024 **What do you like best about Capsule CRM?** Casule has revolutionised the our task management process. Previously, as a small team, we relied on spreadsheets, which made it challenging to stay organised and on top of our manual todo list. Whiching to Casule was easy and now everyhing is in one place, streamlined and organised. We also had a few sessions with one of the trainers who made sure we knew about all the different features that might be useful to us. The task and reminders feature has been particularly useful, and having all our tasks in one centralised location has made planning a breeze. **What do you dislike about Capsule CRM?** We haven't found anything yet - the team have been able to help us with any questions we had. **What problems is Capsule CRM solving and how is that benefiting you?** We previously were just using spreadsheets and manual weekly todo lists and Casule has completly changed how we keep on top of our project management. Everything is all in one place, contact details, all our notes and tasks lists are linked with opportunities and projects. ### 49. Perfect Customer Relationship Management **Rating:** 4.5/5.0 stars **Reviewed by:** Magnus Bang P. | Optimist National Coach, Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2024 **What do you like best about Capsule CRM?** The simplicity and wisely chosen features that allows my and our company to structure projects, deadlines, follow-ups and customer-catalog **What do you dislike about Capsule CRM?** Until recently i the only part i was missing was that the capsule could not upload client contact information directly from website but i had to do so myself. Now an AI assists on this in Capsule which is great! **What problems is Capsule CRM solving and how is that benefiting you?** It makes it much easier to manage customers and projects ### 50. Easy to use & easy on the eyes! **Rating:** 5.0/5.0 stars **Reviewed by:** Lora L. | Marketing Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2024 **What do you like best about Capsule CRM?** I use Capsule to manage wholesale outreach for my CPG brand and I love it! I was using another popular CRM tool, but it felt very "left brained" to me and clunky to use, despite it being one of the top CRM tools on the market. I am a right brained creative that has do sales in my business at this stage. I also love the fact that you're able to connect your email to send outgoing emails, but don't get bogged down with ALL incoming emails in the platform. Incoming emails that are relevant can get forwarded to a dedicated Dropbox folder which syncs with your account. This allows for easy tracking of communications. I highly recommend! **What do you dislike about Capsule CRM?** I wish their mass email platform wasn't branded as a separate tool. I'd love to have that as an option all-in-one. **What problems is Capsule CRM solving and how is that benefiting you?** Organizing sales outreach for wholesale accounts. ## 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&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-08-03+03%3A50%3A49+-0500&secure%5Bsession_id%5D=c08ada9b-6efc-41ee-94d9-56067e8d297c&secure%5Btoken%5D=061821b4a106272bbfda354417ec54c956471e3f49ad9d176817d5dab67571ea&format=llm_user) ## Capsule CRM Integrations - 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Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management **Marketing Automation** - Email Marketing - Lead Management **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics **Content** - Automation **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Mobile & Social** - Social Collaboration Features - Mobile User Support **Platform Additional Functionality** - Pre-Built Connectors - Dashboard - Cloud - Mobility - Messaging **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation **Platform Reporting and Analytics** - Reporting - Forecasting **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Support Analytics **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Marketing Automation** - Campaign Management - Lead Management - Marketing Analytics **Sales Force Automation** - Pipeline Management - Task Management - Product and Price List Management - Quote and Order Management - Contract Management **Generative AI** - AI Text 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 ## 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 (24,680 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,288 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (3,055 reviews)