--- title: Capsule CRM Reviews meta\_title: 'Capsule CRM Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 513 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: 513 scale: '5' date\_modified: '2026-08-11' parent\_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- ### Capsule CRM Pros and Cons: Top 5 Advantages and Disadvantages #### Quick AI Summary Based on G2 Reviews Generated from real user reviews Users find Capsule CRM to be **very easy to use** , making it ideal for beginners and small businesses. [(94 mentions)](https://www.g2.com/products/capsule-crm/reviews?filters%5Bsentiment_snippet%5D=1600687&qs=pros-and-cons#reviews) Users commend the **responsive customer support** of Capsule CRM, appreciating quick resolutions and helpful interactions. [(47 mentions)](https://www.g2.com/products/capsule-crm/reviews?filters%5Bsentiment_snippet%5D=1605099&qs=pros-and-cons#reviews) Users find Capsule CRM to be **exceptionally user-friendly** , simplifying daily tasks and enhancing team collaboration effectively. [(39 mentions)](https://www.g2.com/products/capsule-crm/reviews?filters%5Bsentiment_snippet%5D=1602057&qs=pros-and-cons#reviews) Users appreciate the **simplicity** of Capsule CRM, enabling quick setup and effortless navigation for enhanced productivity. [(35 mentions)](https://www.g2.com/products/capsule-crm/reviews?filters%5Bsentiment_snippet%5D=1603891&qs=pros-and-cons#reviews) Users find Capsule CRM's **task management features** invaluable for organizing workflows and enhancing productivity. [(32 mentions)](https://www.g2.com/products/capsule-crm/reviews?filters%5Bsentiment_snippet%5D=1603426&qs=pros-and-cons#reviews) Users find the **missing features** like workflows and archiving limit Capsule CRM's effectiveness and usability. [(20 mentions)](https://www.g2.com/products/capsule-crm/reviews?filters%5Bsentiment_snippet%5D=1605006&qs=pros-and-cons#reviews) Users find the **limited customization** in Capsule CRM restricts their ability to adapt the platform to their needs. [(15 mentions)](https://www.g2.com/products/capsule-crm/reviews?filters%5Bsentiment_snippet%5D=1604284&qs=pros-and-cons#reviews) Users express concerns about **integration issues** with Capsule CRM, particularly with Microsoft Teams and marketing tools. [(12 mentions)](https://www.g2.com/products/capsule-crm/reviews?filters%5Bsentiment_snippet%5D=1603109&qs=pros-and-cons#reviews) Users find the **incomplete information** limitations hinder effective decision-making and evaluation of sales contributions in Capsule CRM. [(9 mentions)](https://www.g2.com/products/capsule-crm/reviews?filters%5Bsentiment_snippet%5D=1604977&qs=pros-and-cons#reviews) Users find the **learning curve challenging** , particularly for managing contacts and setting up custom fields effectively. [(8 mentions)](https://www.g2.com/products/capsule-crm/reviews?filters%5Bsentiment_snippet%5D=1605058&qs=pros-and-cons#reviews) ### 5 Pros or Advantages of Capsule CRM ##### 1. Ease of Use Users find Capsule CRM to be **very easy to use** , making it ideal for beginners and small businesses. [ See 94 mentions ](https://www.g2.com/products/capsule-crm/reviews?filters%5Bsentiment_snippet%5D=1600687&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Small-Business (50 or fewer emp.) 5.0/5 "CRM Review" What do you like 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. ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Small-Business (50 or fewer emp.) 5.0/5 "Task Management Made Effortless" What do you like about Capsule CRM? I really like the task lists in Capsule CRM. They help me prioritize my tasks, especially when I'm busy. It's also easy to see at a glance what the ma ##### 2. Customer Support Users commend the **responsive customer support** of Capsule CRM, appreciating quick resolutions and helpful interactions. [ See 47 mentions ](https://www.g2.com/products/capsule-crm/reviews?filters%5Bsentiment_snippet%5D=1605099&qs=pros-and-cons#reviews) See Related User Reviews JE J E. Small-Business (50 or fewer emp.) 5.0/5 "Capsule: Clean, User-Friendly CRM with Super Responsive Support" What do you like about Capsule CRM? I found Capsule very easy to navigate and genuinely user-friendly. Having used other CRMs before, this one is by far the simplest to use. The interfac ![Ray P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ray P.") RP Ray P. Small-Business (50 or fewer emp.) 5.0/5 "A CRM that is simple, powerful and easy to use" What do you like about Capsule CRM? We’re genuinely really glad to have found Capsule for our CRM needs after spending a long time searching for the right solution. We tested several sys ##### 3. User-Friendly Users find Capsule CRM to be **exceptionally user-friendly** , simplifying daily tasks and enhancing team collaboration effectively. [ See 39 mentions ](https://www.g2.com/products/capsule-crm/reviews?filters%5Bsentiment_snippet%5D=1602057&qs=pros-and-cons#reviews) See Related User Reviews ![Ahmed O.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ahmed O.") AO Ahmed O. Small-Business (50 or fewer emp.) 5.0/5 "Exceptionally Intuitive, Clutter-Free Interface That Makes Relationship Management Easy" What do you like about Capsule CRM? The user experience is exceptionally well executed. The interface is clean, intuitive, and free from unnecessary clutter, which allows me to focus on JE J E. Small-Business (50 or fewer emp.) 5.0/5 "Capsule: Clean, User-Friendly CRM with Super Responsive Support" What do you like about Capsule CRM? I found Capsule very easy to navigate and genuinely user-friendly. Having used other CRMs before, this one is by far the simplest to use. The interfac ##### 4. Simplicity Users appreciate the **simplicity** of Capsule CRM, enabling quick setup and effortless navigation for enhanced productivity. [ See 35 mentions ](https://www.g2.com/products/capsule-crm/reviews?filters%5Bsentiment_snippet%5D=1603891&qs=pros-and-cons#reviews) See Related User Reviews ![Krishna W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Krishna W.") KW Krishna W. 4.0/5 "Simple, Inexpensive, and Effective CRM Tool" What do you like about Capsule CRM? I like how Capsule CRM is very simple to pick up, learn, understand, and use. It was easy for me to get started and learn it even though I wasn't invo ![Guy G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Guy G.") GG Guy G. Small-Business (50 or fewer emp.) 5.0/5 "Great integration, simple contact management" What do you like about Capsule CRM? Simple functionality, yet has everything we need to share contacts Reminders, tasks, contacts, opportunities. Setting forward reminders by includin ##### 5. Task Management Users find Capsule CRM's **task management features** invaluable for organizing workflows and enhancing productivity. [ See 32 mentions ](https://www.g2.com/products/capsule-crm/reviews?filters%5Bsentiment_snippet%5D=1603426&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Small-Business (50 or fewer emp.) 5.0/5 "CRM Review" What do you like 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. ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Small-Business (50 or fewer emp.) 5.0/5 "Task Management Made Effortless" What do you like about Capsule CRM? I really like the task lists in Capsule CRM. They help me prioritize my tasks, especially when I'm busy. It's also easy to see at a glance what the ma ### 5 Cons or Disadvantages of Capsule CRM ##### 1. Missing Features Users find the **missing features** like workflows and archiving limit Capsule CRM's effectiveness and usability. [ See 20 mentions ](https://www.g2.com/products/capsule-crm/reviews?filters%5Bsentiment_snippet%5D=1605006&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Small-Business (50 or fewer emp.) 5.0/5 "CRM Review" 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 wit ![Akshay U.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Akshay U.") AU Akshay U. Small-Business (50 or fewer emp.) 4.0/5 "Lead management and contact management is easy." 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. ##### 2. Limited Customization Users find the **limited customization** in Capsule CRM restricts their ability to adapt the platform to their needs. [ See 15 mentions ](https://www.g2.com/products/capsule-crm/reviews?filters%5Bsentiment_snippet%5D=1604284&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Small-Business (50 or fewer emp.) 5.0/5 "CRM Review" 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 wit ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Small-Business (50 or fewer emp.) 4.5/5 "Excellent for Tracking and Optimising the Customer Journey" What do you dislike about Capsule CRM? The only thing I can think of is maybe slightly more customization in terms of the client data layout and the forms that you can set up. And some move ##### 3. Integration Issues Users express concerns about **integration issues** with Capsule CRM, particularly with Microsoft Teams and marketing tools. [ See 12 mentions ](https://www.g2.com/products/capsule-crm/reviews?filters%5Bsentiment_snippet%5D=1603109&qs=pros-and-cons#reviews) See Related User Reviews RA Rob A. Small-Business (50 or fewer emp.) 4.5/5 "Efficient, Customizable CRM with Easy Setup" What do you dislike about Capsule CRM? I don't like needing to use expensive third-party software like Zapier for integration. It would be beneficial to have direct integrations with system EW Ella W. 5.0/5 "Streamlined Sales with Capsule CRM's Ease and Cost-Effectiveness" What do you dislike about Capsule CRM? I dislike the lack of integration with Microsoft Teams, which limits our ability to collaborate directly within our existing communication platforms. ##### 4. Incomplete Information Users find the **incomplete information** limitations hinder effective decision-making and evaluation of sales contributions in Capsule CRM. [ See 9 mentions ](https://www.g2.com/products/capsule-crm/reviews?filters%5Bsentiment_snippet%5D=1604977&qs=pros-and-cons#reviews) See Related User Reviews ![Krishna W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Krishna W.") KW Krishna W. 4.0/5 "Simple, Inexpensive, and Effective CRM Tool" What do you dislike about Capsule CRM? The project section and importing data into projects are areas I find challenging. I've not figured out how to do that as well as I would like. ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Mid-Market (51-1000 emp.) 4.0/5 "Effortless CRM for Fast-Paced Teams" What do you dislike about Capsule CRM? 1. Advanced customizations are limited 2.Reporting could be more detailed ##### 5. Learning Curve Users find the **learning curve challenging** , particularly for managing contacts and setting up custom fields effectively. [ See 8 mentions ](https://www.g2.com/products/capsule-crm/reviews?filters%5Bsentiment_snippet%5D=1605058&qs=pros-and-cons#reviews) See Related User Reviews ![Krishna W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Krishna W.") KW Krishna W. 4.0/5 "Simple, Inexpensive, and Effective CRM Tool" What do you dislike about Capsule CRM? The project section and importing data into projects are areas I find challenging. I've not figured out how to do that as well as I would like. ![Nada M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nada M.") NM Nada M. Small-Business (50 or fewer emp.) 5.0/5 "Capsule CRM - Great CRM" 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 t ![Verified User in Oil & Energy](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Oil & Energy") AO Verified User in Oil & Energy Mid-Market (51-1000 emp.) 6/3/2026 "Simple, Reliable CRM with an Intuitive Pipeline and Easy Setup" 4/5 What do you like best about Capsule CRM? The best thing I like about this platform is its simplicity. Unlike many others CRM platforms out there this platform can feel very much reliable, this is focusing more on core functions of small and mid-size business who actually need: from contact management, sales pipeline tracking, task management, and customer relationship tracking this platform has a very much clean interface and intuitive, it is also easy to set up and doesn't require an extensive training for our new users. Their visual sales pipeline is particularly useful because it provides a clear view of deal progress sales team quickly identify opportunities that need attention. And integration with outlook and other business applications is improves our day-to-day productivity. Review collected by and hosted on G2.com. What do you dislike about Capsule CRM? This platform excels search simplicity, it may feel limited for organisations when they are looking for advanced marketing automation, deeper analytics data, or even enterprise level customization. Businesses with high complex sales process may eventually require additional tool or integration. Reporting feature is also very much effective for everyday sales management but it's not as deep as larger CRM platforms which offers advanced forecasting, attribution analysis and business intelligence capabilities. Review collected by and hosted on G2.com. What problems is Capsule CRM solving and how is that benefiting you? The platform helps us by centralising customer information, sales opportunities, tasks, emails communication all into a single platform. Before using the CRM, customer data often ends up scattered across spreadsheets, emails and personal notes. This platform eliminates that fragmentation and gives our team a unified view of our customer relationship activity. This platform also improves sales visibility by allowing our teams to drag opportunities through customizable pipelines, scheduled follow ups, manage tasks and provide clarity across or cross functional team. Review collected by and hosted on G2.com. Show More Response from Rachel Brocklehurst of Capsule [Editedit](https://www.g2.com/survey_responses/capsule-crm-review-12913276/official_response/edit) Thanks for taking the time to leave such a comprehensive review Our network of Icons are G2 members who are recognized for their outstanding contributions and commitment to helping others through their expertise.G2 IconCurrent UserValidated ReviewerSource: G2 invite ![Ross W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ross W.") RW Ross W. Head of Nature Restoration Small-Business (50 or fewer emp.) 7/3/2026 "Brilliant Email Allocation and a Streamlined, Easy-to-Use Pipeline" 5/5 What do you like best about Capsule CRM? Email allocation to clients and projects is brilliant and easy to use. The pipeline is ideal, and it really streamlines and organises my work. Review collected by and hosted on G2.com. What do you dislike about Capsule CRM? As a sole trader, I don’t use some of the functionality, so it would be good to have the option to pay less for less. I’d rather be able to bolt on the bits I actually need, instead of paying for features I don’t use. Review collected by and hosted on G2.com. What problems is Capsule CRM solving and how is that benefiting you? It keeps me organised and aware of slipping projects, what my pipeline is looking like and how much income... i need to generate to keep going Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Yuzhen (Lulu) W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Yuzhen (Lulu) W.") YW Yuzhen (Lulu) W. Country Manager ( Head of Marketing for APAC) Small-Business (50 or fewer emp.) 7/14/2026 Business partner of the seller or seller's competitor, not included in G2 scores. "Easy to Use, Flexible Dashboards, and Great Value for Managing Large Client Pipelines" 5/5 What do you like best about Capsule CRM? It’s very easy to use. It lets me manage a large client base across different industries, with multiple pipeline stages. The pricing is very reasonable, and it includes a lot of functions that other brands would charge a fortune for. I also like the flexibility to build my own dashboard and give the team clear visibility. Review collected by and hosted on G2.com. What do you dislike about Capsule CRM? It would be great to be able to track all Outlook emails. Right now the process is a bit too manual, and it doesn’t capture everything. Review collected by and hosted on G2.com. What problems is Capsule CRM solving and how is that benefiting you? We’re an SME, and we didn’t need a product with all the singing-and-dancing functions we wouldn’t use. Capsule is the right fit for us: it’s straightforward, clean, and easy for the whole team to navigate, which helps keep everything transparent. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Charlie J.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Charlie J.") CJ Charlie J. Co-Founder Small-Business (50 or fewer emp.) 6/7/2020 "Easy to set up and customise with some great AI efficiency features " 5/5 What do you like best about Capsule CRM? Capsule was easy to set up (loading data from Excel), easy to customise (e.g. put in our own terminology and fields) and easy and intuitive to use. Great integration with marketing automation tool and now a load of new AI efficiency tools. Not gimmicky but tools that actually help. Review collected by and hosted on G2.com. What do you dislike about Capsule CRM? Compared to salesforce which I used in my last firm there is nothing I dislike about Capsule. Review collected by and hosted on G2.com. What problems is Capsule CRM solving and how is that benefiting you? We managed our customers and pipeline on Excel prior to using Capsule. Now we can not just manage customers and our pipeline better but also track all correspondence and notes against them and report more easily. Review collected by and hosted on G2.com. Show More 6/4/2026 Current UserValidated ReviewerIncentivizedSource: Organic ![Carmen C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Carmen C.") CC Carmen C. Business Development Manager Small-Business (50 or fewer emp.) 4/30/2026 "Intuitive CRM with Efficient Contact Management" 4.5/5 What do you like best about Capsule CRM? I find Capsule CRM very intuitive and useful for organizing contacts at our travel company, including suppliers, direct clients, and B2B contacts. I really appreciate how we can organize contacts and create all the possible tags we need, which helps a lot with keeping things clear and easy to search. Sending emails directly from the system is a big plus, and I like having email templates ready to go within the system. The clear display of adding contacts under a company, showing different people working there along with their titles, makes it all neat and organized. Additionally, keeping all conversations up to date is great for team coordination. The initial setup has always been smooth, adapting well to our needs. We also use it to keep a record of our sales in pipeline and the ones that are taking palce and finaihed and have a good organisation of our numbers there. Review collected by and hosted on G2.com. What do you dislike about Capsule CRM? WhatsApp integration. Maybe better way to download information more clear, a bit more personalized to our business. Would also like a way to keep more records but separate from the rest of information- for example we sre a company that sells luxury vills so we could have separately Villa Owners, Prospect villas and destinations, Direct clients and b2b agencies which is the majority we do so we use it like that. But if we could have it separatly that would be more organised and better. We can adapt it now, but it could be more clear. Review collected by and hosted on G2.com. What problems is Capsule CRM solving and how is that benefiting you? I use Capsule CRM to organize contacts and manage tasks, ensuring the team stays updated. Its email integration and tagging features simplify communication and contact searches. Also for sales recording and keeping track and having the possibility of all emails going there directly with the dropbox link is super useful. The additional integrations/ plug ins are also good we have some to sync with our newsletter and panda docs and really easy. Review collected by and hosted on G2.com. Show More Response from Rachel Brocklehurst of Capsule [Editedit](https://www.g2.com/survey_responses/capsule-crm-review-12720087/official_response/edit) Thank you for taking the time to leave such a detailed review and for letting us know how Capsule could work more effectively for you - it's great feedback and I have shared it with the team :-) Validated ReviewerSource: Organic ![June C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "June C.") JC June C. SME business owner Small-Business (50 or fewer emp.) 11/7/2023 "Everything I need in one perfect package" 5/5 What do you like best about Capsule CRM? I have been using the Gmail syncing and I LOVE IT! And one of my clients has recently adding Transpond as their email system and so far so good, seamless and simple. Review collected by and hosted on G2.com. What do you dislike about Capsule CRM? I would like to download the email address of newly added contacts on a weekly basis as a CSV file. Review collected by and hosted on G2.com. What problems is Capsule CRM solving and how is that benefiting you? Account management is effortless - each client has their own page which all of the team can access/update. Forecasting is transparent- the SMT can see what is in the pipeline and plan cashflow effectively. Diary managemnet is great as is delegating task management. Review collected by and hosted on G2.com. Show More 6/3/2026 Current UserValidated ReviewerIncentivizedSource: Organic RM Rodrigo M. IT Consultant Mid-Market (51-1000 emp.) 4/14/2026 "Simple and User-Friendly CRM for Small Teams" 5/5 What do you like best about Capsule CRM? I used Capsule CRM in a previous role to manage contacts and track sales opportunities. The UI is very clean and easy to navigate, which made onboarding quick even for non-technical users. It was simple to add contacts, update deals, and keep notes organized. It also integrates well with basic tools like email, which helped keep communication and CRM data aligned. Review collected by and hosted on G2.com. What do you dislike about Capsule CRM? While the platform is easy to use, some of the more advanced features feel limited. The reporting and automation options are fairly basic, and the available integrations aren’t as extensive as those offered by larger CRM platforms. For more complex workflows, I sometimes had to rely on manual work to get everything done. Review collected by and hosted on G2.com. What problems is Capsule CRM solving and how is that benefiting you? Capsule CRM helped centralize customer and sales data in one place, replacing spreadsheets and scattered notes. This improved visibility across the pipeline and made it easier to follow up with leads. Performance was reliable for daily use, and the simplicity of the platform allowed the team to stay productive without needing much training or support. Review collected by and hosted on G2.com. Show More Response from Rachel Brocklehurst of Capsule [Editedit](https://www.g2.com/survey_responses/capsule-crm-review-12626825/official_response/edit) We're so pleased to hear that Capsule has been easily adopted by the team and is helping to centralize your information. We appreciate the feedback around reporting and automations. I will share this with our Product Team. In case you've not spotted, we have recently released some updates to the reports in Capsule now you can build your own custom dashboard and filter reports by custom fields Validated ReviewerIncentivizedSource: G2 invite AD Angela D. HR Consultant Small-Business (50 or fewer emp.) 6/10/2026 "Simple, Great Value, and Flexible—Plus Easy LinkedIn Integration" 4.5/5 What do you like best about Capsule CRM? Simple to use and good value for money. You can also connect it to other platforms like LinkedIn. Review collected by and hosted on G2.com. What do you dislike about Capsule CRM? Ever though it is simple it takes some time to get your head around it as there are multiple ways of doing the same thing (however I would rather than at it gives flexibility on how you manage your projects, clients and sales pipeline) Review collected by and hosted on G2.com. What problems is Capsule CRM solving and how is that benefiting you? Getting me to think about how I manage my sales process and helping me automate some of that to save me time. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Patrick L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Patrick L.") PL Patrick L. Consultant Small-Business (50 or fewer emp.) 4/28/2026 "Easy to Use with Expanding Integrations" 4/5 What do you like best about Capsule CRM? I find Capsule CRM relatively easy to use and set up. It's fairly easy to modify the setup and tailor it to specific needs. There isn't a long learning curve, so you can understand how to use it right out of the box. Its ease of use and flexibility make it valuable for my work. Review collected by and hosted on G2.com. What do you dislike about Capsule CRM? It's not quite as powerful as larger CRMs, that might be out there like Salesforce. And the integrations are not as strong. There aren't as many integrations as there are for some of the larger CRM options that are out there. But there are workarounds and the number of integrations they have are increasing on a regular basis. Review collected by and hosted on G2.com. What problems is Capsule CRM solving and how is that benefiting you? I use Capsule CRM to keep track of all my clients, manage hot leads, and organize potential projects. It centralizes contacts for recruiting and manages our email newsletter. Review collected by and hosted on G2.com. Show More Response from Rachel Brocklehurst of Capsule [Editedit](https://www.g2.com/survey_responses/capsule-crm-review-12700953/official_response/edit) Thank you for the considered review, Patrick. We're really pleased you find Capsule easy to use and set up. If there's anything that would make your Capsule-life easier we'd love to hear it, please email support@capsulecrm.com Validated ReviewerIncentivizedSource: G2 invite ![Gill W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Gill W.") GW Gill W. Business Owner Small-Business (50 or fewer emp.) 7/13/2026 "Easy Integration with Bookkeeping and Other Software" 5/5 What do you like best about Capsule CRM? It integrates easily with my bookkeeping and other software. Review collected by and hosted on G2.com. What do you dislike about Capsule CRM? Sometimes get lost when attaching notes/emails to clients/organisations/opportunities/projects - I want them to be available in all if I put it in one. Review collected by and hosted on G2.com. What problems is Capsule CRM solving and how is that benefiting you? I am able to have visibility of my sales pipeline and also project manage in the one place. I am liking the automations and the integrations that help me to keep my workflows tight. Review collected by and hosted on G2.com. 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