--- 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 ![Callum N.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Callum N.") CN Callum N. Operations Assistant Small-Business (50 or fewer emp.) 8/3/2026 "Easy-to-Learn CRM with a User-Friendly, No-Tab-Clutter Interface" 5/5 What do you like best about Capsule CRM? CRM is easy to pick up, the interface is user friendly and you do not get lost in multiple tabs. The Capsule extension with your email address makes taking client information much easier as well. Review collected by and hosted on G2.com. What do you dislike about Capsule CRM? I have had no issues at all with Capsule CRM to date Review collected by and hosted on G2.com. What problems is Capsule CRM solving and how is that benefiting you? Capsule solves the issue of keeping all out client information and project information in one place it is excellent for tracking the progress of your jobs which allows all of us to be on the same page when reviewing the week and where we are at Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Verified User in Education Management](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Education Management") UE Verified User in Education Management Small-Business (50 or fewer emp.) 4/7/2026 "Easy Filtering and Custom Fields Make Capsule CRM a Daily Time-Saver" 5/5 What do you like best about Capsule CRM? One of the most helpful things about Capsule CRM is how easy it is to filter different lists. For example, I export lists of schools, contacts, and projects every day. The custom fields make this even simpler, and they help me generate lists that include exactly the information I need. Review collected by and hosted on G2.com. What do you dislike about Capsule CRM? Not having a “select all excluding” option for my tasks in List view is frustrating. We use one task category to add bookings to our calendar; however, that means those bookings end up mixed in with our regular tasks. We have a LOT of task categories, so it’s really time-consuming having to select every task except a single one. It would be great to be able to select all tasks but exclude a specific category. Review collected by and hosted on G2.com. What problems is Capsule CRM solving and how is that benefiting you? We’ve created several saved lists under “People & Organisations,” which we use as cleaning lists. We’ve also added filters to help us spot missing or incorrect data for both people and organisations. It’s been a huge time-saver for us. 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-12595526/official_response/edit) Thank you so much for taking the time to leave a review and for letting us know how Capsule could work more effectively for you. I have shared your comments on task filtering with our Product Team. If there's anything else that would make your "Capsule life" easier please feel free to email us on support@capsulecrm.com Current UserValidated ReviewerSource: Organic ![Elliot L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Elliot L.") EL Elliot L. Sales Coordinator Mid-Market (51-1000 emp.) 3/27/2026 "Easy Lead Tracking and Reporting We Use Daily" 5/5 What do you like best about Capsule CRM? I love the fact that we can log leads for our sales team, track the lead and when won (or lost) we can simply update it. From a sales administrator point of view this helps me to track leads, check progress rather than another excel document , post it notes or any other manual method. We use it daily and our managers are using it for reporting purposes. It was easy to use and set up as created by our managers. I cannot comment regarding customer support with the exception of one time passcodes, logging in or resetting passwords is automated Review collected by and hosted on G2.com. What do you dislike about Capsule CRM? My most disliked feature is when editing something in the pipeline you receive different information depending where you click. The "edit" button depends on what you clicked previously i.e if you click the proposals company name or product. The outcome is slightly different Review collected by and hosted on G2.com. What problems is Capsule CRM solving and how is that benefiting you? I love the fact that we can log leads for our sales team, track the lead and when won (or lost) we can simply update it. From a sales administrator point of view this helps me to track leads, check progress rather than another excel document , post it notes or any other manual method. We use it daily and our managers are using it for reporting purposes. 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-12553702/official_response/edit) Hi Elliot, thanks so much for taking the time to leave a review. We're really pleased you're finding Capsule easy to use and an effective way to track your leads. I've shared your feedback around editing Opportunities in the pipeline view with our Design Team to see if there's a different way to handle this. Validated ReviewerSource: Organic ![Louise S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Louise S.") LS Louise S. Mortgage Administrator Small-Business (50 or fewer emp.) 8/5/2026 "Clear, User-Friendly System for Tracking Every Stage of the Process" 5/5 What do you like best about Capsule CRM? It’s a great system for tracking business through each stage of the process. It’s clear, well organized, and user-friendly. Review collected by and hosted on G2.com. What do you dislike about Capsule CRM? I’m not sure there’s anything that really springs to mind here. Review collected by and hosted on G2.com. What problems is Capsule CRM solving and how is that benefiting you? I like that I can track business through each stage and easily see where things stand. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic AO Ahmed O. Small-Business (50 or fewer emp.) 5/2/2026 "Effortless CRM with Easy Setup and Great Value" 5/5 What do you like best about Capsule CRM? I like how easy to use Capsule CRM is, which makes my business processes easy to manage. The pricing is also a positive aspect for me. Task management within Capsule CRM is another feature I appreciate, as it allows me to keep all outstanding tasks about a client in my task list and create opportunities in the sales process. The initial setup was a breeze and very easy, which made it a smooth transition from our previous product. Review collected by and hosted on G2.com. What do you dislike about Capsule CRM? Not many third-party integration options available. Integration with Calendly without using Zapier. Review collected by and hosted on G2.com. What problems is Capsule CRM solving and how is that benefiting you? I use Capsule CRM for contact management and sales process, which makes my business processes easy to manage. It helps me organize outstanding tasks, enhance client pitches, and create new opportunities, while being easy to use and affordable. 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-12738328/official_response/edit) Thank you for taking the time to leave a review! We're so pleased Capsule is helping you manage your business processes. I've recorded your interest in a Calendly integration, if there's anything else that would make your "Capsule life" easier, please don't hesitate to reach out support@capsulecrm.com Validated ReviewerSource: Organic MH Madalyn H. Small-Business (50 or fewer emp.) 6/16/2026 "Streamlined Workflow and Seamless Team Alignment" 5/5 What do you like best about Capsule CRM? I like that Capsule CRM keeps our team aligned with project progress and all our accounts in one place, which is really helpful. I appreciate that it involves a constantly improving workstation and ensures everything is in one place. The custom fields feature is great too, as it allows us to organize our organizations into an easily digestible format. It's super useful for maintaining our workflows efficiently. Review collected by and hosted on G2.com. What do you dislike about Capsule CRM? Linking people to multiple organizations. Review collected by and hosted on G2.com. What problems is Capsule CRM solving and how is that benefiting you? Capsule CRM keeps our team aligned with project progress and organizes business workflows. It centralizes our accounts in one place and uses custom fields to organize information into an easily digestible format. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Shreyash W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Shreyash W.") SW Shreyash W. Data Engineer Small-Business (50 or fewer emp.) 4/2/2026 "Simple and Easy CRM for Managing Sales" 5/5 What do you like best about Capsule CRM? I really like how simple and easy Capsule CRM is to use. The clean interface doesn't feel overwhelming, making it easy to find everything, which saves time in day-to-day work. I appreciate how straightforward it is to manage contacts and track deals. The pipeline view is really helpful for quickly seeing which deals need attention and what stage they're in, making tracking progress much simpler and avoiding missed follow-ups. Review collected by and hosted on G2.com. What do you dislike about Capsule CRM? One thing I noticed is that it takes a little time in the beginning to get used to all the features. Some options aren’t very obvious at first. Also, a bit more guidance or tutorials would make onboarding easier. Review collected by and hosted on G2.com. What problems is Capsule CRM solving and how is that benefiting you? Capsule CRM organizes scattered information, consolidating contacts, deals, and follow-ups, making it easier to track progress. The clean interface and pipeline view simplify daily work, saving time and ensuring nothing gets missed. 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-12578152/official_response/edit) Thank you so much for leaving a review. We appreciate the feedback on onboarding, and I will be sure to share that with our Product Team. If you feel like there are any gaps in your Capsule knowledge, we'd be happy to help, please just reach out to support@capsulecrm.com Validated ReviewerIncentivizedSource: G2 invite SD Sean D. Founder Small-Business (50 or fewer emp.) 4/28/2026 "Intuitive CRM for Efficient Management" 4/5 What do you like best about Capsule CRM? I find the UI of Capsule CRM quite intuitive, which makes it easy to navigate and keeps things efficient. The information is displayed clearly, allowing me to update records without getting into too much nitty gritty, making the whole process quicker. I appreciate slick and modern user interfaces because they help me complete tasks more swiftly and efficiently. Additionally, the initial setup of Capsule CRM was very easy, with a straightforward import process that made getting started a breeze. Review collected by and hosted on G2.com. What do you dislike about Capsule CRM? I think some of the integrations are very powerful. However, in my experience, some of them have not quite hit the mark. Specifically, offering integration with quoting and proposal building software. Review collected by and hosted on G2.com. What problems is Capsule CRM solving and how is that benefiting you? Capsule CRM centralizes customer information and activity histories, making it easy to access everything in one place. 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-12700695/official_response/edit) Thank you for the review! We're so pleased to hear you find Capsule intuitive and easy to use. We're sorry our integrations for quoting and proposal building are lacking. Are there specific tools you'd like to use alongside Capsule? I can raise this with the team for consideration 😃 Validated ReviewerIncentivizedSource: G2 invite ![Krum K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Krum K.") KK Krum K. Financial Operations Analyst Financial Services Small-Business (50 or fewer emp.) 3/4/2026 "Streamlined CRM with Intuitive Interface" 3.5/5 What do you like best about Capsule CRM? I like Capsule CRM for its genuine simplicity and usability, perfectly tailored for our small B2B team. The initial setup was incredibly fast and straightforward—by far the easiest CRM experience for us. It only took a day for our team to use it properly with no need for endless training or confusing workflows. The clean and intuitive interface stands out; I can effortlessly find contacts, update deals, add notes, and check follow-ups without having to hunt through menus. The straightforward layout allows me to access a contact or a company in just two clicks, saving valuable time that I can spend talking to prospects and clients. I also appreciate how I can quickly update deals by simply dragging and dropping opportunities through the pipeline, making it easy to keep our CRM up to date even when we're always on the go. Review collected by and hosted on G2.com. What do you dislike about Capsule CRM? Automation is solid for simple follow-up tracks, but more advanced workflow rules are clunky or just not available. Things like auto-assigning deals based on source or triggering updates across related records take extra steps or aren’t possible natively. Review collected by and hosted on G2.com. What problems is Capsule CRM solving and how is that benefiting you? Capsule CRM centralizes all client data and interactions, giving my team context for client conversations. It provides a clear view of our sales pipeline, preventing lost deals, and automates follow-ups, reducing manual workload. 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-12439595/official_response/edit) Thank you for taking the time to leave such a detailed review. We're so pleased you were able to get up and running with Capsule quickly! We have some open feature requests for greater functionality around automations. So we can keep you in the loop of changes in this area, if you drop the team an email on support@capsulecrm.com with some detail on what you would like to see, we can make sure your requirements are fed back Validated ReviewerIncentivizedSource: G2 invite ![Tristan C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Tristan C.") TC Tristan C. Small-Business (50 or fewer emp.) 10/18/2023 "Incredible day to day planning with great pipeline management" 5/5 What do you like best about Capsule CRM? The contact imports have improved and are alot faster Review collected by and hosted on G2.com. What do you dislike about Capsule CRM? I think they are moving well. It would be nice to segment the pipeline better Review collected by and hosted on G2.com. What problems is Capsule CRM solving and how is that benefiting you? The ability to manage my team as well as my own pipline . Its nice to assign oppotuntites to various users on the platform . We are able to collaborate across multiple projects and make sure tasks are completed on time . 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-8738819/official_response/edit) Hi Tristan! Thank you for your review :-) We're so pleased Capsule is helping you collaborate and manage your pipeline. 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