--- 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 ![Dave P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Dave P.") DP Dave P. Speaker, Facilitator, Event Host Small-Business (50 or fewer emp.) 9/14/2023 "Great starter tool - and great CRM features" 4/5 What do you like best about Capsule CRM? Being able to keep track of all the people I meet, nice and easily, in a low-cost solution that enables me to connect others and look for groups of people at a couple of clicks is amazing. Review collected by and hosted on G2.com. What do you dislike about Capsule CRM? The link up with Transpond is great, but that's not a brilliant email marketing platform. A closer tie in there, something, an improved system there, would be amazing. Review collected by and hosted on G2.com. What problems is Capsule CRM solving and how is that benefiting you? Keeping track of my sales pipeline, which wen I'm busy means things don't get missed. Also able to keep in touch with luke warm contacts en masse Also use it for tracking my referrals, and partner channels 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-8615418/official_response/edit) Hi Dave, thanks for taking the time to leave a review, we really appreciate it! Thanks also for the feedback on Transpond. If there's any additional support we can offer for either Capsule or Transpond please don't hesitate to get in touch 6/3/2026 Validated ReviewerIncentivizedSource: Organic ![Kia G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kia G.") KG Kia G. School liaison advisor Small-Business (50 or fewer emp.) 3/12/2026 "Effortless CRM with Powerful History Tracking" 4.5/5 What do you like best about Capsule CRM? I like how easy it is to find previous liaisons with the schools and the AI feature explaining it on the school page. I also found the initial setup of Capsule CRM to be very easy, which is a huge plus for me. Review collected by and hosted on G2.com. What do you dislike about Capsule CRM? Sometimes the layout of the tasks could be laid out better so I know what is immediately more important. 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 manage school contacts and projects. It helps me track school interaction history and emails, and create linked projects for workshops. I like the easy access to previous communications and the helpful AI feature. 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-12468980/official_response/edit) Thanks for taking the time to leave a review. We're so pleased you're enjoying our new AI Summary feature! Regarding your comment around search, we have some tips on using the search field here -\> https://capsulecrm.com/support/contact-management/frequently-created-reports/#search-tips But if you run into any issues, do reach out to our Support Team and we'll gladly look into that for you 3/23/2026 Current UserValidated ReviewerSource: Organic ![Ray P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ray P.") RP Ray P. Director Small-Business (50 or fewer emp.) 12/8/2025 "A CRM that is simple, powerful and easy to use" 5/5 What do you like best 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 systems, but many were either too basic or far too complicated. Capsule struck the perfect balance between being powerful and easy to use. The clean, intuitive interface was a big deciding factor for us. It’s simple to pick up and a pleasure to use day to day. The global word search in particular is brilliant — it feels like an extension of our own computer and allows us to instantly find contacts, emails, notes and history without any hassle. It’s been very fast and reliable, with none of the lag or downtime frustrations we’ve experienced with other CRMs. It’s also easy to get new team members up and running, with a short and straightforward learning curve. Managing our client database and relationships is now far more organised and efficient, and the pipeline and forecasting tools give us great visibility when planning ahead. The reports, goal setting, task management and reminders have made a noticeable difference to how we stay on top of things. We also really appreciate how flexible the custom fields and tags are, which lets us tailor Capsule to how we actually work. The email and calendar integrations fit neatly into our daily workflow and save a lot of admin time. On top of all that, Capsule offers excellent value for money, especially when compared with bigger enterprise CRMs. We’ve also had a great experience with customer support — always responsive and helpful. Overall, it feels spot on for a growing business: powerful enough to scale with us, without ever feeling overwhelming. Review collected by and hosted on G2.com. What do you dislike about Capsule CRM? None so far as it works perfectly for us. But looking ahead perhaps in the future some form of integration ability with accounting softwares Review collected by and hosted on G2.com. What problems is Capsule CRM solving and how is that benefiting you? Capsule solved our main issues around disorganisation, missed follow-ups and lack of visibility across contacts, emails and opportunities. Everything now lives in one clear place, which has made us more organised, faster and more proactive. The search function saves us time every day, the pipeline gives us proper visibility of what’s coming in, and overall it’s made team collaboration and follow-ups far smoother. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Kevin M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kevin M.") KM Kevin M. Sales Manager Small-Business (50 or fewer emp.) 5/19/2026 "Easy Task Setup and Daily Email Reminders Keep Me on Track" 4.5/5 What do you like best about Capsule CRM? Setting tasks is easy and the daily email reminder allows me to plan my day at the start. Review collected by and hosted on G2.com. What do you dislike about Capsule CRM? Like all CRM's you have to remember to update records and add notes. Review collected by and hosted on G2.com. What problems is Capsule CRM solving and how is that benefiting you? It allows me to keep track of all my interactions with my customers and easily brings me up to speed when I am dealing with a customer, especially good at reminding me where I am in the sales process 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-12834521/official_response/edit) Thank you for your review of Capsule! We're really pleased the system is helping stay on top of customer communications and your sales pipeline. If you have any suggestions around new features for Capsule we'd love to hear them. Please drop our Support Team an email - support@capsulecrm.com Current UserValidated ReviewerSource: Organic ![Jacqui A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jacqui A.") JA Jacqui A. HR & Commerical Manager Small-Business (50 or fewer emp.) 6/24/2026 "Seamless Outlook & Transpond Integration with Strong Task Management" 5/5 What do you like best about Capsule CRM? Integration with Outlook and Transpond, as well as task management. Review collected by and hosted on G2.com. What do you dislike about Capsule CRM? It takes time to understand the tracks capability and then to build the tracks. Review collected by and hosted on G2.com. What problems is Capsule CRM solving and how is that benefiting you? it keeps all of client communication together so we can easily find out what is happening with our clients when a staff member is out of the office. Review collected by and hosted on G2.com. Show More Current UserValidated 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.) 5/26/2026 "Capsule Keeps Projects on Track and Makes Team Feedback Easy" 5/5 What do you like best about Capsule CRM? I love how it keeps me on track with all my projects, and how easy it makes it to share feedback with the team. Review collected by and hosted on G2.com. What do you dislike about Capsule CRM? There isn’t much I’d change. On the occasions when I’ve spotted something that could maybe be tweaked, the team has been open to looking into it and considering changes. I previously used Hubspot for eight years, and I’ve found the move to Capsule to be very good. Review collected by and hosted on G2.com. What problems is Capsule CRM solving and how is that benefiting you? It helps me keep track of multiple projects and makes sure tasks get completed. I can also look back at the end of the week and see what I’ve done. 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-12871276/official_response/edit) Thank you for leaving a review! We're really pleased that Capsule is helping you stay on track :-) If you do have any ideas or suggestions we'd love to hear them - drop us an email at support@capsulecrm.com Current UserValidated ReviewerSource: Organic ![Elijah N.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Elijah N.") EN Elijah N. Google Ads Specialist - Owner Small-Business (50 or fewer emp.) 5/15/2026 "Simple Tasks Tab That Makes CRM Setup Fast and Easy" 5/5 What do you like best about Capsule CRM? I really appreciate the simple Tasks tab, every other CRM I've tried to setup has their own terminology for tasks and a complicated system that takes days or even weeks to adjust to using. Review collected by and hosted on G2.com. What do you dislike about Capsule CRM? I'd it's greatest strength is also its weakness, it's simplicity makes applying it to your specific business take some intuitive use of features. But that still takes less time to set up than any other CRM and it works just fine. Review collected by and hosted on G2.com. What problems is Capsule CRM solving and how is that benefiting you? It helps my small agency to know exactly what task are due and when, as well as making it easy to prioritize projects. It does so without being overwhelming or complicated. 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-12820156/official_response/edit) Thank you for your review! It's great to hear you find Capsule so intuitive and simple. If there's anything else that would make your "Capsule-life" easier we'd love to hear it, drop our Support Team an email on support@capsulecrm.com Validated ReviewerSource: Organic ![Nada M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nada M.") NM Nada M. Owner Small-Business (50 or fewer emp.) 3/11/2024 "Capsule CRM - Great CRM" 5/5 What do you like best about Capsule CRM? Capsule CRM is very easy to use and great for beginners. It helps small businesses stay organised and focused. The interface is clean, modern, and pleasant to work with. Capsule CRM makes tracking customers simple and clear. It works perfectly for managing tasks and daily activities. The mobile app is fast, practical, and ideal for work on the go. Capsule integrates well with popular tools like Gmail and Google Calendar. It helps teams communicate better and stay on the same page. Capsule CRM saves time by automating repetitive tasks. It offers excellent value for money, especially for small companies. I use Capsule CRM to keep records of all my tutoring students, and it works very well. Along with their contact details, I can create a note for every lesson and easily attach a PDF or JPEG file, which is extremely useful in the tutoring business. All students are neatly organised and can be found quickly whenever needed. Adding new students is simple, and removing those who no longer need the service is just as easy. Review collected by and hosted on G2.com. What do you dislike about Capsule CRM? Capsule CRM would benefit from a small enhancement that allows users to enter a parent’s email and mobile number for child customers without needing to create custom fields, which many less-experienced users find difficult to set up. 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 the work schedule and user records in my company and to improve business. Review collected by and hosted on G2.com. Show More 11/28/2025 Current UserValidated ReviewerIncentivizedSource: Organic ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G Verified User Small-Business (50 or fewer emp.) 8/3/2026 "Simplicity at Its Best, Perfect for Tracking Tasks" 5/5 What do you like best about Capsule CRM? I like that Capsule CRM is very simple to use, which makes it easy for us to log information to follow up on leads and tasks. The tracking system on opportunities works well for us, especially since we use it for each course booked. Review collected by and hosted on G2.com. What do you dislike about Capsule CRM? I find that uploading documents sometimes doesn't allow me to drag and drop onto the opportunity. Review collected by and hosted on G2.com. What problems is Capsule CRM solving and how is that benefiting you? Capsule CRM logs information to follow up on leads and tasks for each course. I like its simplicity and the opportunity tracking system. However, document uploading sometimes doesn't work well, as I can't always drag and drop onto the opportunity. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Guy G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Guy G.") GG Guy G. Director Small-Business (50 or fewer emp.) 10/31/2016 "Great integration, simple contact management" 5/5 What do you like best about Capsule CRM? Simple functionality, yet has everything we need to share contacts Reminders, tasks, contacts, opportunities. Setting forward reminders by including to-do+7 in an email bcc, for example Integration with other systems is a big bonus, it was easy to implement both desktop and mobile versions, and we use it daily Review collected by and hosted on G2.com. What do you dislike about Capsule CRM? We don't use the funnel functionality, but that's more because of the nature of our business (bespoke consultancy) Review collected by and hosted on G2.com. Recommendations to others considering Capsule CRM: Start simple, and grow as you need to. Integrations with mail campaign software and accounting software add lots of value Review collected by and hosted on G2.com. What problems is Capsule CRM solving and how is that benefiting you? Sharing info between employees, setting follow-up calls and tasks, tracking opportunities. Integration with Gmail, Mailchimp, Xero Review collected by and hosted on G2.com. 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