--- 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: '2026-08-05' 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:** 513 ## 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. A great and easy to use CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Claire S. | Personal Development Coach, Small-Business (50 or fewer emp.) **Reviewed Date:** November 10, 2023 **What do you like best about Capsule CRM?** I use Capsule to keep track of my coaching clients, using it for session notes, secure contact records, and as a reminder of session dates and any actions. It's very intuitive to use and I'm very happy with it as a platform. It's great as a platform to write up notes after each interaction, and set task and calendar reminders. So, a database, client management system and diary / calendar reminders. I also uploaded documents such as invoices and client agreements against the client record to keep them all in one place. **What do you dislike about Capsule CRM?** No downsides. I don't use all the integrations so can't comment on those, but it meets my needs as a CRM. **What problems is Capsule CRM solving and how is that benefiting you?** I need a place to capture all my client info and this works perfectly. ### 2. Streamlining our contacts beautifully. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Luxury Goods & Jewelry | Small-Business (50 or fewer emp.) **Reviewed Date:** July 04, 2024 **What do you like best about Capsule CRM?** Capsule has been so easy to navigate. Uploading our data has been surpringly starightforward and keeping the pipeline tidy and up to date is so much easier than other platforms I tried. The UX is fab! **What do you dislike about Capsule CRM?** We haven't run into any major pitfalls yet. The only thing I've noted so far that I think could be really useful, is the option of searching tags in the top search bar. **What problems is Capsule CRM solving and how is that benefiting you?** We needed a new CRM system to keep track of our contacts and potentials sales/projects, that was simple enough to be implemented easily into the busy day-to-day running of our business. ### 3. The Best user friendly CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Manuel S. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 10, 2024 **What do you like best about Capsule CRM?** Me and my team at DLR Media are really happy with Capsule CRM. It has a user-friendly interface that is easy to understand, making it effortless for us to manage our opportunities and ongoing client projects. We rely on it for all of our projects, and it's a crucial part of our daily work. I highly recommend it. **What do you dislike about Capsule CRM?** I haven't discovered anything I don't like about Capsule yet. They have been adding new features, and we really appreciate the integration with Microsoft Outlook. **What problems is Capsule CRM solving and how is that benefiting you?** Project Management Sales Opportunities Internal Analytics ### 4. Good value **Rating:** 5.0/5.0 stars **Reviewed by:** Zach F. | Head of Sales and Business Development, Small-Business (50 or fewer emp.) **Reviewed Date:** July 03, 2024 **What do you like best about Capsule CRM?** Capsule was exactly what we needed in the early stages of our start up. We were in a niche industry and didn't need many of the bells and whistles salesforce had. Capsule allowed us to keep track of our pipeline at an affordable price. Also the customer support was shockingly good for the cost. **What do you dislike about Capsule CRM?** Really didn't have any dislikes. We eventually switched to Quickbase because other departments in the company wanted stuff integrated with data/tech, but Capsule worked for sales and from my perspective there was no need to switch to another CRM. **What problems is Capsule CRM solving and how is that benefiting you?** Needed to keep track of pipeline ### 5. Simple to set up. Awesome to use - Best UI in class! **Rating:** 5.0/5.0 stars **Reviewed by:** Dane D. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** February 29, 2024 **What do you like best about Capsule CRM?** Its so easy to set-up, customise and use! It is a super friendly and intuitive UI that is a joy to use. It also focuses on core CRM requirements - perfect for being quick and effective and this (along with the lovely UI) increases employee adherance - Which is the biggest challege - After all- A CRM system is only as useful as the quality of info it contains. They are also super active with updates and improvments - great to see and a sign of a company that wants to strive for better and enhance the customer experience. **What do you dislike about Capsule CRM?** I'm stuggling to think of any. Genuinely. **What problems is Capsule CRM solving and how is that benefiting you?** Lead management. Lead ROI tracking and reporting. Contact management. Complaint management. Sales pipeline and sales activity management. ### 6. Clear and simple CRM for small business **Rating:** 4.5/5.0 stars **Reviewed by:** Alison D. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 17, 2024 **What do you like best about Capsule CRM?** The system is as simple or as complex as you want it to be. It's easy to personalise and really helps keep me organised **What do you dislike about Capsule CRM?** Some of the things I'd like to do are at a level above what I'm currently paying for and as a small business I don't really have a need for all the whistles and bells. **What problems is Capsule CRM solving and how is that benefiting you?** I have a number of customers who order from us on a regular basis, some weekly, some monthly and Capsule is great at keeping me in control of who needs to be contacted when and what was last delivered or discussed. I have a larger number of people who I'd like to be customers and Capsule is great at helping me work out where I am in contacting them. ### 7. Great for Teams or Individuals **Rating:** 4.5/5.0 stars **Reviewed by:** Ian E. | Self Employed Geek, Small-Business (50 or fewer emp.) **Reviewed Date:** January 03, 2024 **What do you like best about Capsule CRM?** A great tool for prompts in following up leads and projects, keeping key contacts details and giving me an overview on whether I need to engage more with my potential market and pour a little more into the sales funnel. I find the Tracks useful as a ready made set of tasks to follow (though each potential opprortunity can be a little different) which really streamlines the whole process for me and saves a lot of time. I can also easily pull in files, email threads, etc to keep everything handy when I need to refer to it. The tools showing conversion rates for diffferent time periods is also a great feature giving a better idea on how many opportunitie I need to connect with to generate the future sales I need. **What do you dislike about Capsule CRM?** It's not really a dislike, but now I have switched from running an agency to being a one-person consultant, there are more features than I use or need in the platform **What problems is Capsule CRM solving and how is that benefiting you?** Scheduling my time with reminders of who and when I need to make contact with people. Tracks greatly reduce my time in setting out what I need to do in terms of opportunities and projects. The conversion rate tools allow me to get a very quick overview on whether I need to devote more time to lead generation. ### 8. Excellent product- easy, effective and exceptional support. **Rating:** 5.0/5.0 stars **Reviewed by:** James B. | Chief Solutions Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** January 11, 2024 **What do you like best about Capsule CRM?** I am thoroughly impressed with this CRM! Easily integrated (like 5 minutes!) and using it with almost every transaction/action in the workplace. Its intuitive interface simplifies workflow, making managing contacts a breeze. They have a great pipeline set up that enables us to manage and organise sales stages. The standout feature, however, is the exceptional customer support. The team was responsive, knowledgeable, and goes above and beyond to address any queries promptly. Their dedication ensures a seamless experience, setting this CRM apart from the rest. Highly recommend for businesses seeking not only a robust tool but also top-notch support! **What do you dislike about Capsule CRM?** I cant see any downsides- it really is brilliant. **What problems is Capsule CRM solving and how is that benefiting you?** Streamlining the workplace CRM process. Weve been shopping around for so long trying to find something that isnt as complicated as the mainstream 'go - to' processes. It also plugs into our Accounting software. Im SO happy. ### 9. Quick and easy **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Online Media | Small-Business (50 or fewer emp.) **Reviewed Date:** September 18, 2024 **What do you like best about Capsule CRM?** I use Capsule daily. It's well thought out and offers an easy, clean platform that is not complicated. If there is ever a problem, the support team is very quick to respond. **What do you dislike about Capsule CRM?** Some additional features/functions would be nice to have, but their absence doesn't prevent a good user experience. **What problems is Capsule CRM solving and how is that benefiting you?** account organization and time management of my work day ### 10. I use Capsule all day, everyday **Rating:** 5.0/5.0 stars **Reviewed by:** Lorraine C. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 15, 2024 **What do you like best about Capsule CRM?** Capsule is a great CRM if you need to use off the shelf tools as well as add bespoke fields to help you serve your business better. I love that I can email into Capsule, email out, track my pipeline, my projects and my email campaign results. The integrations with so many different other apps it makes life seamless. As a small business owner it makes sure nothing is left in my head! I've used Capsule since 2013 and it's now an integral part of my business. It was easy to set up initially and when I recently decided to use again for my Pipeline it was simple to make any changes I wanted to. I use Capsule continually throughout my working day. More recently I have moved away from Mailchimp to Transpond, Capsules marketing platform. I was blown away by how easy it was to import all of my contacts and list and also at how it created new lists based on my tags. If that wasn't enough, after my first campaign the depth of the analytics was impressive. Capsule seems to be the gift that keeps on giving. **What do you dislike about Capsule CRM?** I've found nothing top complain about, maybe if it could make me coffee :-) **What problems is Capsule CRM solving and how is that benefiting you?** It ensures that I know what is happening daily and with my projects, sales process, clients and marketing ### 11. Smooth, simple and user friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Lily L. | Textile Designer/Art Director, Small-Business (50 or fewer emp.) **Reviewed Date:** June 21, 2024 **What do you like best about Capsule CRM?** I'm a designer-maker-entrepreneur and not a marketing person, and I find Capsule simple, smooth and user friendly. It answers my needs perfectly. It's even better now that they offer emailing services through Transpond. I'm quite happy with both customer support as well. **What do you dislike about Capsule CRM?** Nothing to declare! No, really not , can't see... **What problems is Capsule CRM solving and how is that benefiting you?** taging, so I can easily make lists and segments for emailing purposes ### 12. Useful across two jobs **Rating:** 5.0/5.0 stars **Reviewed by:** Simon R. | Sales Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 19, 2024 **What do you like best about Capsule CRM?** It allows me to keep up to date with all my clients, leads, and general tasks. I use it across both my jobs and couldn't do everyrthing as effectively without it! **What do you dislike about Capsule CRM?** It often asks you to have a security code a little too often recently. **What problems is Capsule CRM solving and how is that benefiting you?** Making sure I keep in touch with clients, and also that I have assigned work correctly and on time. ### 13. Great for reports and a very helpful support team! **Rating:** 4.0/5.0 stars **Reviewed by:** Avenda R. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 08, 2024 **What do you like best about Capsule CRM?** On my everyday tasks, I can easily generate reports using the filters, which serve me very well about my job. Also, it is quite fast to do that. Second, every time I needed some help on how to better use Capsule, their support team is amazing, quick, and they come up with the most specific answers and solutions to your issue. **What do you dislike about Capsule CRM?** I wish it had a better interface and a more interesting look on data. I also wish the mobile-app would work better and easier. **What problems is Capsule CRM solving and how is that benefiting you?** We need to track student's admission process and Capsule CRM makes it much easier with reminders on every day tasks. It helps that it is customizable to our needs. ### 14. Perfect for a small biz owner **Rating:** 4.5/5.0 stars **Reviewed by:** Philippa H. | French, Spanish and Portuguese into English Translator and Copy-editor, Small-Business (50 or fewer emp.) **Reviewed Date:** June 06, 2024 **What do you like best about Capsule CRM?** I can customise Capsule CRM to work the way I want. I am a freelancer so I don't need any teams functions, just a simple way to organise my projects, clients and leads. The integrations and automations are great too. **What do you dislike about Capsule CRM?** I would like to see a package even more suited to solopreneurs - one without all the more teams-focused features. **What problems is Capsule CRM solving and how is that benefiting you?** Single place for all project and client information ### 15. Great CRM, intuitive and user friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Luis S. | Sales Advisor, Mid-Market (51-1000 emp.) **Reviewed Date:** October 07, 2024 **What do you like best about Capsule CRM?** Capsuke has been an amazing tool for our team. Moving from the old system of contacts management to capsule was a great decision. **What do you dislike about Capsule CRM?** Nothing. Whenever I faced an Issue the customer support tea was there to support us almost intantly. **What problems is Capsule CRM solving and how is that benefiting you?** Contacts managemnet and mailer. ### 16. A great CRM tool that integrates with Xero **Rating:** 5.0/5.0 stars **Reviewed by:** Rich B. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 29, 2024 **What do you like best about Capsule CRM?** Capsule CRM is a great customer relationship management online tool. It integratrates with Xero seemlessly. You can create a contact on Capsule and send over the details to Xero. Xero also sends account and invoicing information over to Capsule. This is a perfect tool for Credit Controlers. I would recommend to other accountants and bookkeepers who wish to using a CRM that integrates with Xero. **What do you dislike about Capsule CRM?** It is customisable but this is complicated and time consuming. **What problems is Capsule CRM solving and how is that benefiting you?** This is a perfect tool for Credit Controllers. I would recommend to other accountants and bookkeepers who wish to using a CRM that integrates with Xero. ### 17. Excellent CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Jonathan R. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** October 09, 2023 **What do you like best about Capsule CRM?** It has a smooth intface with my other systems like MS Office as well as Xero thereby keeping tabs on Invoicing as well as correspondence. **What do you dislike about Capsule CRM?** A smoother interface with LinkedIn would be beneficial. I currently have to copy LinkedIn messages into Capsule to ensure my database is kept up to date. **What problems is Capsule CRM solving and how is that benefiting you?** Prioritising time management and customer contact. ### 18. Very simple but effective CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Mark B. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** May 28, 2024 **What do you like best about Capsule CRM?** I've used Capsule CRM daily for well over 12 years and with two businesses, an online sales assessment tool and holiday rental services. We chose it for the ease of use which is helpful when introducing new users. The platform receives regular, useful, upgrades and their customer service is excellent. Great value for money too. **What do you dislike about Capsule CRM?** I've never had an issue with Capsule, so nothing **What problems is Capsule CRM solving and how is that benefiting you?** I have no problems with them ### 19. Leaves much to be desired **Rating:** 2.5/5.0 stars **Reviewed by:** Pam S. | Legal Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** October 16, 2024 **What do you like best about Capsule CRM?** I love the notes section; however, there is no way to organize any documents uploaded. **What do you dislike about Capsule CRM?** The documents aren't able to be organized and easily found. **What problems is Capsule CRM solving and how is that benefiting you?** We no longer use Capsule as it didn't meet our organizational needs. ### 20. Highly recommend Capsule CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Charanjit S. | IDDA Business Sales & Support Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 05, 2024 **What do you like best about Capsule CRM?** Simplicity and ease of use to manage my sales pipeline. **What do you dislike about Capsule CRM?** Would be useful to have a landline for quick chats **What problems is Capsule CRM solving and how is that benefiting you?** I get many leads from many different locations, so to populate these into one CRM platform, make it simple to manage, log history, integrate with emails and most importantly, set and action future tasks against opportunities to help move the pipeline to closing the sale. ### 21. Capsule has been great for us to standardise our workflows **Rating:** 4.5/5.0 stars **Reviewed by:** Adrian F. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 09, 2024 **What do you like best about Capsule CRM?** We've used capsule for many years. As a CRM but also, mainly, as a tool to standardise our workflow / task completion for our operations. We've written a complex serious of Capsule 'Tracks' that standardises our task lists in all sorts of areas. We work in adventure travel, taking young people to the likes of Ghana, Peru and India. The build up takes 12 - 18 months and we have to know we've performed all necessary tasks in order to sign the trip off for safety management etc. It works well. We've not really used the project / gant / workflow automations. **What do you dislike about Capsule CRM?** It can sometimes be difficult to track back and find specific emails to a contact **What problems is Capsule CRM solving and how is that benefiting you?** stnadardisations, customer filtering, tagging, segmentation. ### 22. Best CRM I've used, and I've used a lot. **Rating:** 5.0/5.0 stars **Reviewed by:** Leighton H. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 10, 2024 **What do you like best about Capsule CRM?** the mobile app makes keeping up to date on tasks easy. I like the email templates you can create to save time on sending out cold emails. the overall layout is good, easy to understand, and there's so much functionality to scale up it is awesome. **What do you dislike about Capsule CRM?** Nothing I really dislike. Sometimes the formatting of the email templates isn't the best when you connect to gmail to actually send the emails, it just needs to be tweaked a bit and tested so it's not a huge problem. **What problems is Capsule CRM solving and how is that benefiting you?** It's the heart of my business ### 23. Lightweight CRM with Good Power **Rating:** 4.5/5.0 stars **Reviewed by:** Tony M. | Organizer, Small-Business (50 or fewer emp.) **Reviewed Date:** May 26, 2024 **What do you like best about Capsule CRM?** Easy to use interface, search bar is thorough, reporting makes sense. The customer support is very good thus far. **What do you dislike about Capsule CRM?** Too SALES oriented. I am a non-profit, so there is no need for the pipeline and the focus on SALES. Would be great if they had a non-profit, community service based CRM. **What problems is Capsule CRM solving and how is that benefiting you?** I need a lightweight CRM that can help me organize groups of individuals across a few different projects. ### 24. A great tool for organization and timeline management **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consulting | Enterprise (> 1000 emp.) **Reviewed Date:** May 14, 2024 **What do you like best about Capsule CRM?** I've used Capsule in two different companies and found it extremely useful in both cases. When a highly repeated task has a large subset of smaller tasks beneath it, it can be really easy to forget one small thing. Capsule was excellent at keeping track of everything, reminding me of deadlines, and making sure nothing fell between the cracks. **What do you dislike about Capsule CRM?** I never had any major issues with Capsule. I do wish that I had seen training videos when I first started using it, but I was just shown the system by coworkers so there was a bit of a learning curve. To be fair, there may well be training videos available, but my company didn't provide them. **What problems is Capsule CRM solving and how is that benefiting you?** Capsule has been instrumental in helping me keep track of the varying projects I have going on at any given time, particularly since they are all in different stages. It's so helpful to have a reminder, not only of my tasks, but also when they need to be completed by. I enjoy being able to look at it from a calendar view and it's definitely helped in keeping me up to speed with my projects. ### 25. I implement Capsule everywhere I go **Rating:** 5.0/5.0 stars **Reviewed by:** Lucy B. | Speaker, Small-Business (50 or fewer emp.) **Reviewed Date:** March 07, 2024 **What do you like best about Capsule CRM?** Capsule CRM is so easy to use I have never read a manual. It has every feature I want and nothing I don't. I've implemented it in major international aid charities, replacing CRMS which are far too complex. I also recommend it to start-ups because who has time for a tricky implementation phase? I've used it in my speaking business since inception. It runs my entire sales funnel like a charm. **What do you dislike about Capsule CRM?** I haven't worked out how to add my usual snazzy footer image to the integrated email system. That's all I can think of... **What problems is Capsule CRM solving and how is that benefiting you?** Keeping perfect track of leads which convert to money in the bank. Hey presto. ### 26. Great assistance from customer support **Rating:** 4.0/5.0 stars **Reviewed by:** Samantha B. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 11, 2024 **What do you like best about Capsule CRM?** The customer service team have been super helpful in asissting with a glitch in our system these past few weeks. Very clear and detailed advice has been offered and actioned quickly. A follow up to ensure we are happy with the service and outcome also followed. Would recommend their knowledge and expertise! **What do you dislike about Capsule CRM?** Nothing being able to assign projects to different users for the same client (i.e. if a user has restrictive access, you cannot assign different projects to differnet team members as they are not able to see the key people to upload emails, etc.) **What problems is Capsule CRM solving and how is that benefiting you?** It is out case management system for our business. ### 27. Great CRM for businesses **Rating:** 5.0/5.0 stars **Reviewed by:** Tina L. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** June 26, 2024 **What do you like best about Capsule CRM?** Capsule has been a reliable database for us for several years. We've never had any issues with it. We love being able to tag our contacts so that they are searchable. **What do you dislike about Capsule CRM?** We would like automatic collection of contacts from our emails. **What problems is Capsule CRM solving and how is that benefiting you?** Keeping our contacts in one place and integrating with Xero. ### 28. Easy to use CRM, with a helpful conversion to projects once an engagement begins. **Rating:** 5.0/5.0 stars **Reviewed by:** Tom R. | Managing Principal, Small-Business (50 or fewer emp.) **Reviewed Date:** July 02, 2024 **What do you like best about Capsule CRM?** It is easy to use, and maintains a record of key correspondence and activities. **What do you dislike about Capsule CRM?** I don't use some of the automatic messaging and related features of Capsule. They may be fine - just not relevant for my needs. **What problems is Capsule CRM solving and how is that benefiting you?** Keeping track of messages to clients, colleagues, and new relationships. ### 29. Amazing product **Rating:** 5.0/5.0 stars **Reviewed by:** Robert M. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 20, 2024 **What do you like best about Capsule CRM?** I really love working with Capsule CRM, it's by far the best CRM tool that we've used (and we've used a bunch of different ones) over the past few years. Not just myself, but also my co-workers really enjoy working with the product. I love the ability to just drag and drop prospects in the sales pipeline, connecting mails with the Chrome extension and the customization features to shape it how you like it are all very good if not perfect! Whenever we've had any questions we've received prompt responses from their customer service team and therefore I highly recommend Capsule. **What do you dislike about Capsule CRM?** There is nothing in particular that I really dislike about the product. However, sometimes the Chrome extension is doing a bit funky but when I refresh it it'll work again. **What problems is Capsule CRM solving and how is that benefiting you?** We're able to track all our opportunities and coordinate with all the relevant departments within our company about status updates, progress and requirements that are needed on our end to keep the cycle moving forward. ### 30. I have using Capsule for at least 10 years and am very happy with the ease of use. **Rating:** 4.5/5.0 stars **Reviewed by:** Thomas F. | Portretfotografie, industriële fotografie, Small-Business (50 or fewer emp.) **Reviewed Date:** May 24, 2024 **What do you like best about Capsule CRM?** I like the fact that I can use a cc to drop all emails directly in Capsule. I also like the integration with Mailchimp. **What do you dislike about Capsule CRM?** Too bad that the statistics of a Mailchimp campaign is not sent back to Capsule any more. **What problems is Capsule CRM solving and how is that benefiting you?** Easy way to keep track of all my contacts and tasks. It takes a bit of time to set up but then it works perfect. ### 31. Easy to use **Rating:** 4.0/5.0 stars **Reviewed by:** Ruth D. | Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** June 14, 2024 **What do you like best about Capsule CRM?** The simplicity of its interface and ease of use **What do you dislike about Capsule CRM?** Free version had limited number of records, and I had to pay quite a bit per month to increase this - even though I don't have that many - a smaller offer would be useful for sole traders. **What problems is Capsule CRM solving and how is that benefiting you?** Record keeping of client info, managing sales pipeline ### 32. Well organised platform to keep yourself well organised **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Architecture & Planning | Mid-Market (51-1000 emp.) **Reviewed Date:** May 19, 2024 **What do you like best about Capsule CRM?** Capsule keeps all of my business development and networking activities organised and accessible to my colleagues for ease of sharing/cross referencing. Capsule is easy and intuitive to use, and is well connected with Outlook. **What do you dislike about Capsule CRM?** It does take a bit of time and frequent use to fully reap the benefits of Capsule. It's also more robust if you can get your entire team to use Capsule, which would allow everyone to see the company's industry connections and latest sales pipeline. **What problems is Capsule CRM solving and how is that benefiting you?** Keeping track of business development activities. Making business development activities measurable. Setting reminders for follow-ups. Helping to track history of discussions with possible clients/collaborators ### 33. Great support team **Rating:** 5.0/5.0 stars **Reviewed by:** Ian B. | MD, Small-Business (50 or fewer emp.) **Reviewed Date:** July 10, 2024 **What do you like best about Capsule CRM?** Helpfull support team Dose exactly what we need it to Competatively priced Easy to use and find the information we need. **What do you dislike about Capsule CRM?** I have not come across anything negative yet. **What problems is Capsule CRM solving and how is that benefiting you?** To consolidate all our companies e-mails and orders into one database ### 34. Capsule is very handy and easy to use!! **Rating:** 5.0/5.0 stars **Reviewed by:** Carla G. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 14, 2024 **What do you like best about Capsule CRM?** The best part about Capsule is how easy it is to navigate. There are so many ways you can utilise the CRM that make your job so much easier. You can use the calendar and tasks option to remind you to follow up with customers, or request documents. It is also great for mail shots as all customer details are on the CRM, you can easily send out 100's of emails in one go to all your customers **What do you dislike about Capsule CRM?** The only downside was trying to create a new account when we changed emails, but that was easily solved with customer support help **What problems is Capsule CRM solving and how is that benefiting you?** It helps us solve tracking all customers and storing documents. It helps keep our company paper free and organised. It also helps us to stay on track with to do lists for the day ### 35. Great tool for managing tasks, contacts and business **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 10, 2024 **What do you like best about Capsule CRM?** The timeline and visual aspects make it easy to conceptualise and track projects, correspondence involved in these and the relevant contacts. **What do you dislike about Capsule CRM?** It can be difficult to encourage all employees to use some of the features such as Capsule Calendar compared to Outlook Calendar **What problems is Capsule CRM solving and how is that benefiting you?** Solving the problem of people not being aware of what stage different projects are at - makes it easier for multiple people to jump in at different points of time without extensive communication. ### 36. A very useful tool to help you keep track of your work **Rating:** 5.0/5.0 stars **Reviewed by:** Alex H. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 08, 2024 **What do you like best about Capsule CRM?** I use it every day to keep track of our active orders and ongoing projects. It's useful at a glance to see every piece of relevant information at a glance added using custom fields, as well as being able to see the expected completion date sorted on the project board to help me plan ahead. Sending email correspondence to capsule is also useful as it gives me a timeline of everything that has happened on each project. **What do you dislike about Capsule CRM?** From my experience, there have been no downsides as it is very customisable. **What problems is Capsule CRM solving and how is that benefiting you?** It helps us to keep track of a lot of different information regarding our orders, eliminating the need to have multiple files open. ### 37. The ideal CRM partner! **Rating:** 5.0/5.0 stars **Reviewed by:** Adam H. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 09, 2024 **What do you like best about Capsule CRM?** We're a Digital Marketing Agency, so we use the tool to A) Keep track of client communication - makes sure that everyone has visibility of any conversations that are taking place B) Build out roadmaps and strategy within the Project boards. This allows us to be organised and have structure to our working week. C) Off the back of these project boards, we're able to assign tasks - which is hugely beneficial to us. D) We have visibility of everyone's tasks so we can manage team members time E) The ability to leave notes on particular contacts is also useful as we have multiple conversations per day - so it allows everyone to be aligned and have an understanding of what's going on. **What do you dislike about Capsule CRM?** We would love the ability to have a standard template that loads up when selecting call notes Also, if the completed tasks could update in the homepage, that would be hugely useful too! This is only when they're built into project boards though, if the tasks are set up in the Home page, they'll update in the activity section. But these are minor cosmetic changes! **What problems is Capsule CRM solving and how is that benefiting you?** It's mainly the ability to manage tasks, time and collaborate with clients and other team members. ### 38. Great for storing contacts **Rating:** 5.0/5.0 stars **Reviewed by:** Hattie W. | Client Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** May 07, 2024 **What do you like best about Capsule CRM?** We have have Capsule for keeping all our contacts and storing them via the tagging system which has been so useful. **What do you dislike about Capsule CRM?** There is not much to dislike about it for our use of Capsule. It's all very easy to use and straightforward. **What problems is Capsule CRM solving and how is that benefiting you?** We are a PR company and use it to store all our different media lists without them being clunky and hard to update on an excel sheet. ### 39. 100% recommended to be 100% organized **Rating:** 4.0/5.0 stars **Reviewed by:** Marie L. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 20, 2024 **What do you like best about Capsule CRM?** Capusle CRM is easy to understand and to use, you'll find back easily the partners, the history of your conversations and the sales pipelines. very good for a team work organization **What do you dislike about Capsule CRM?** sometimes, we do not realize if there is already a partner registered on the CRM and then we can create two profiles for a same partner BUT when we discover this mistake, it is easy to combine on CRM Capsule the two profiles ! **What problems is Capsule CRM solving and how is that benefiting you?** problem of organization, coordination and transparency > we can see what the others of the company do and it is easy to see what others did before you arrive in the company ### 40. Great value for money, perfect fit for early-stage companies and SMEs **Rating:** 4.5/5.0 stars **Reviewed by:** Roland T. | Vice President Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** February 08, 2024 **What do you like best about Capsule CRM?** It's a lean solution that gives you just what you need for managing sales and business development, especially when a company is at an early stage or falls into the category of an SME. At that stage of the lifecycle, Capsule CRM provides the right tools to manage customer relationships -- without any distractions, and perfectly functioning on web and mobile. It allows you to take notes swiftly, add tasks on the fly and move on to the next meeting or call in an instant. Various reports give you the overview you need, and no more than that. Keeps you focused on what you got to do, namely turn customers into buyers or engage repeat buyers. **What do you dislike about Capsule CRM?** None in particular. Capsule CRM has its place rightly in the sweet spot described -- it's perhaps not a fit for larger companies, as they usually tend to more fancy things such as direct mail, email automation, etc. .. if you're doing that, look elsewhere (albeit you could use some integrations via IFTT but that is more cumbersome to set up and make sure it works all the time). **What problems is Capsule CRM solving and how is that benefiting you?** Being able to stay on track of managing the various (minituare) steps in developing customer relationships, allowing for taking notes, setting milestones and adding tasks. Reports help provide the insight on the overall performance of activities, for a single person as well as an entire group of people. ### 41. Simple, user friendly, full support and affordable **Rating:** 5.0/5.0 stars **Reviewed by:** Robert M. | Mid-Market (51-1000 emp.) **Reviewed Date:** November 23, 2023 **What do you like best about Capsule CRM?** Capsule has been an amazing additional to our business. It is fully customizable and so user friendly. I have already recommended it to many of my colleagues and associates. The reports and filters makes it easy to get the information out of the CRM you want easily. The fact that I can email directly from the CRM is so valuable to my organisation, keeping all details of customer and driver interactions in an easy to find place. Our business has had it's best every 2 years and Capsule has played an intergrel role in that. On the odd occasion I have had difficulties, the customer support team has been there to assist in a timely and effecient way. Finally the to do list within Capsule, mean it's my go to each morning to get my day organised and focused. My emails are also intregated so all calendar appointments pop up so I never miss a meeting. I have been using Capsule for about 2 years, I use it daily and look forward to continuing to use it for organising my day, my leads, reporting and measuring for the continued success of my business. **What do you dislike about Capsule CRM?** I could NOT say any negative about it at this stage. Anything I have wanted to program to do it has easily been able to. Thanks again. **What problems is Capsule CRM solving and how is that benefiting you?** One of the biggest problems Capsule has helped to solve is the measurability of our data. Capsule is easy to customize and therefore we can capture the data we need and after 2 years of using the program we are now generating reports so that we spend money in the areas where we now know will have the greatest impact. So Capsule is honing our sales and lead generation efforts, saving us money and time and cutting our conversion rates dramatically. Furthermore, we use Capsule for retention of both our drivers and customers. When each new driver or customer is set up in Capsule, we simply add some milestones, click on repeat every 3 months, 6 months or 12 months as needed and are then promoted through the to do list on the front dashboard to reach out, celebrate, congratulate and follow up, all leads and existing customers and drivers at regular intervals to add value to them and continue to build strong partnerships ### 42. Great product at a great price **Rating:** 4.5/5.0 stars **Reviewed by:** Simon L. | Managing Director, Small-Business (50 or fewer emp.) **Reviewed Date:** June 13, 2024 **What do you like best about Capsule CRM?** Simple, easy to use, manages my pipeline and customer base how I need it to **What do you dislike about Capsule CRM?** There a few areas that I can't adapt to fit in with the way my business works but on I have managed to adjust to fit in with it **What problems is Capsule CRM solving and how is that benefiting you?** Manages my customer database and pipeline ### 43. Easy to use CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Emma D. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 17, 2024 **What do you like best about Capsule CRM?** We love that all our interactions with clients and contacts are recorded in one place, so whoever answers the phone has everything at their fingertips. The "Tracks" are very useful for putting in sets of tasks and reminders The integrations are great, especially with Xero for our accounting, so it makes it easy to keep track of who owes what. **What do you dislike about Capsule CRM?** We'd love a way to organise things in 'Calendar and Tasks' - currently it seems fairly random on a given day. It would be nice to have tasks arranged by category, or alphabetically. **What problems is Capsule CRM solving and how is that benefiting you?** We can keep all the emails about a particular contact / event in one place, and make notes of phone calls too. ### 44. An all-round excellent client relationship management system **Rating:** 5.0/5.0 stars **Reviewed by:** Julie P. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 20, 2023 **What do you like best about Capsule CRM?** There is nothing I like best about Capsule, it has many excellent features - the simplicity of inputting and retrieving information, the integrations, the task management - nothing can be forgotten, the truly brilliant customer service. The tag facility, the email integration and calendar - all invaluable. Our team use Capsule every day and we have recently brought in Transpond which is working really well for us. The support from the Capsule team is unmatched. They're really quick to respond to emails and assist you through to the conclusion, which is always positive. **What do you dislike about Capsule CRM?** We'd like to be able to send out bulk emails but individualise them - it would be very useful to us. **What problems is Capsule CRM solving and how is that benefiting you?** Capsule allows us to have all our marketing/business development in one place. We each know what tasks the other members of the team are undertaking and when. It keeps us focused and on top of the tasks we need to perform every day which makes for a more efficient business. ### 45. Vital for everyday business **Rating:** 5.0/5.0 stars **Reviewed by:** Joe H. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 26, 2024 **What do you like best about Capsule CRM?** I find the project timeline the most useful, being able to keep track of my projects is vital. The features included are extremely helpful, being able to make notes, adding the value and showing the total amounts of all projects is so helpful. **What do you dislike about Capsule CRM?** Not having an option to import products. This would help to identify top selling products. **What problems is Capsule CRM solving and how is that benefiting you?** Keeping track and up to date of day to day pipeline sales and customers ### 46. Loving the Capsule CRM experience **Rating:** 5.0/5.0 stars **Reviewed by:** Nicky P. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 08, 2024 **What do you like best about Capsule CRM?** We use as a company and this is the core of all all our information etc , its very easy and simple to use and ideal for us **What do you dislike about Capsule CRM?** My manager would like to store data to use for complaints and issues etc but its not suitable for that **What problems is Capsule CRM solving and how is that benefiting you?** it helps us keep all quotes and delivery information etc together and also to remind us when we use the tasks , the tags are used to single out customers and their particular needs, we would be lost without this system as keeps us all in check ### 47. Capsule does exactly what we need it to do **Rating:** 4.5/5.0 stars **Reviewed by:** Nick M. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** June 03, 2024 **What do you like best about Capsule CRM?** Very good for company wide contract storage and tracking emails. Helps organise leads and projects with simple to use tracks **What do you dislike about Capsule CRM?** It would be nice to have a more tabular email summary where you could highlight let emails in a thread. **What problems is Capsule CRM solving and how is that benefiting you?** Company wide contact database, tracking of communications and providing structured workflows ### 48. Easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Charlie W. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 25, 2024 **What do you like best about Capsule CRM?** 1. easy to use 2. not expensive 3. Support are quick at replying **What do you dislike about Capsule CRM?** 1. To blind copy the email into an opportunity or project i need to press their email address. then up pops the blind cc link, which i then copy. I use this on replying to emails. I would prefer if it had an email link on the opportunity or project that i could just copy and paste into my reply emails. **What problems is Capsule CRM solving and how is that benefiting you?** it keeps my emails in place per client and per project ### 49. Great Case Tracker! **Rating:** 4.5/5.0 stars **Reviewed by:** Lauren Y. | Human Resources Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** May 10, 2024 **What do you like best about Capsule CRM?** That I can track and have an overview of all correspondence on cases, very helpful when carrying out numerous pieces of work **What do you dislike about Capsule CRM?** Lack of really great user guides, to be able to filter to new employees **What problems is Capsule CRM solving and how is that benefiting you?** Having a comprehensive record of what has been carried out on a piece of work, also tracks are useful in helping to have SOP's in place. ### 50. A very intuitive CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Marie K. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 15, 2024 **What do you like best about Capsule CRM?** It contains everything I require, readily accessible whenever I need it. Customization and navigation are straightforward, making task management exceptionally easy. The intuitive interface is something I particularly appreciate. We are a small company that just started on the french market, and with this CRM, handling numerous clients is effortlessly manageable. I also really like that it can easily be linked to my emails ! **What do you dislike about Capsule CRM?** Nothing I can think of, it is a very good option **What problems is Capsule CRM solving and how is that benefiting you?** It provides us with a comprehensive view of our schedule and facilitates enhanced time management through the assignment of tasks, enabling us to identify areas for improvement. ## 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=6§ion=pricing&secure%5Bexpires_at%5D=2026-08-05+09%3A16%3A17+-0500&secure%5Bsession_id%5D=1b79773f-0807-4354-b5b8-f34e9a2976f3&secure%5Btoken%5D=7901de45bb6bfe9d4281eb546c83226ec4c6a0526ae7054220d4b42094285dff&format=llm_user) ## Capsule CRM Integrations - [Aircall](https://www.g2.com/products/aircall/reviews) - [Akita](https://www.g2.com/products/akita-software-akita/reviews) - [Apollo.io](https://www.g2.com/products/apollo-io/reviews) - [Better Proposals](https://www.g2.com/products/better-proposals/reviews) - [Calendly](https://www.g2.com/products/calendly/reviews) - [Callbell](https://www.g2.com/products/callbell/reviews) - [CANDDi](https://www.g2.com/products/canddi/reviews) - [Cin7 Core](https://www.g2.com/products/cin7-core/reviews) - [Cin7 Omni](https://www.g2.com/products/cin7-omni/reviews) - [CircleLoop](https://www.g2.com/products/mission-labs-ltd-circleloop/reviews) - [Claude](https://www.g2.com/products/claude-2025-12-11/reviews) - [Clockify](https://www.g2.com/products/clockify/reviews) - [ClonePartner](https://www.g2.com/products/clonepartner/reviews) - [Covve - Business Card Scanner & Lead Capture Solution](https://www.g2.com/products/covve-business-card-scanner-lead-capture-solution/reviews) - [Crunch](https://www.g2.com/products/crunch-crunch/reviews) - [Cyclr](https://www.g2.com/products/cyclr/reviews) - [Data Studio](https://www.g2.com/products/data-studio/reviews) - [DMYourCRM](https://www.g2.com/products/dmyourcrm/reviews) - [Docusign](https://www.g2.com/products/docusign/reviews) - [Dripify](https://www.g2.com/products/dripify/reviews) - [Feefo](https://www.g2.com/products/feefo/reviews) - [Fireflies.ai](https://www.g2.com/products/fireflies-ai/reviews) - [Flow XO for Workflow](https://www.g2.com/products/flow-xo-for-workflow/reviews) - [Formstack Forms](https://www.g2.com/products/formstack-forms/reviews) - [FreeAgent](https://www.g2.com/products/freeagent/reviews) - [FreshBooks](https://www.g2.com/products/freshbooks/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [Gravity Forms](https://www.g2.com/products/gravity-forms/reviews) - [Helpwise](https://www.g2.com/products/helpwise/reviews) - [Import2](https://www.g2.com/products/import2/reviews) - [Jotform](https://www.g2.com/products/jotform/reviews) - [JustCall](https://www.g2.com/products/saas-labs-justcall/reviews) - [KashFlow](https://www.g2.com/products/kashflow/reviews) - [Kixie PowerCall & SMS](https://www.g2.com/products/kixie-powercall-sms/reviews) - [KrispCall](https://www.g2.com/products/krispcall/reviews) - [Leadinfo](https://www.g2.com/products/leadingreports-leadinfo/reviews) - [LeadsBridge](https://www.g2.com/products/leadsbridge/reviews) - [lemlist](https://www.g2.com/products/lemlist/reviews) - [Magical](https://www.g2.com/products/magical-magical/reviews) - [Make](https://www.g2.com/products/make/reviews) - [Make](https://www.g2.com/products/integromat-by-celonis-make/reviews) - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Microsoft Power Automate](https://www.g2.com/products/microsoft-power-automate-microsoft-power-automate/reviews) - [Microsoft Power BI](https://www.g2.com/products/microsoft-microsoft-power-bi/reviews) - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews) - [MigrateMyCRM](https://www.g2.com/products/migratemycrm/reviews) - [MyCRMBackup](https://www.g2.com/products/mycrmbackup/reviews) - [NiftyQuoter](https://www.g2.com/products/niftyquoter/reviews) - [Nyckel](https://www.g2.com/products/nyckel/reviews) - [OfficeRnD Workplace](https://www.g2.com/products/officernd-workplace/reviews) - [Osano](https://www.g2.com/products/osano/reviews) - [OttoKit](https://www.g2.com/products/ottokit/reviews) - [PartnerStack](https://www.g2.com/products/partnerstack/reviews) - [Proposable](https://www.g2.com/products/proposable/reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) - [Quotient](https://www.g2.com/products/quotient/reviews) - [REVE Chat](https://www.g2.com/products/reve-chat/reviews) - [Shopify](https://www.g2.com/products/shopify/reviews) - [Skyvia](https://www.g2.com/products/skyvia/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [Smith.ai AI Receptionist](https://www.g2.com/products/smith-ai-ai-receptionist/reviews) - [Softphone.Pro](https://www.g2.com/products/softphone-pro/reviews) - [Squarespace](https://www.g2.com/products/squarespace/reviews) - [SwitchboardFREE](https://www.g2.com/products/switchboardfree/reviews) - [SyncHub](https://www.g2.com/products/synchub/reviews) - [TimelinesAI](https://www.g2.com/products/timelinesai/reviews) - [Transpond by Capsule](https://www.g2.com/products/transpond-by-capsule/reviews) - [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 **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 (24,679 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,290 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (3,055 reviews)