--- 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. Great CRM for small business **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** October 31, 2023 **What do you like best about Capsule CRM?** I have used Capsule in work for small businesses in recent years and it is a fantastic system. It is easy to set up, intuititive to use, is well designed, and low cost. There is a help desk and the team are quick to respond to queries by email. **What do you dislike about Capsule CRM?** There are no negative comments I would add here. **What problems is Capsule CRM solving and how is that benefiting you?** I have used Capsule to support new business, client managament and basic project management, and it works very well for all these areas. ### 2. Capsule feedback **Rating:** 5.0/5.0 stars **Reviewed by:** Ramon V. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 22, 2023 **What do you like best about Capsule CRM?** It is simple, straight forward , and its all neat and tidy. **What do you dislike about Capsule CRM?** There's not much of that. Perhaps that is not free! But, it isnt an issue. **What problems is Capsule CRM solving and how is that benefiting you?** The problems that capsule are solving is that when you are running your own business, or an employee, there's soo much around to be aware of that one gets 'distracted' and Capsule is there to show the 'north star'. This is in turn also provides a fantastic metric to asses performance and monitor progress and incentivise workload. ### 3. This very user friendly CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** January 31, 2024 **What do you like best about Capsule CRM?** Creating tasks is easy, and process is simple to create opportunities **What do you dislike about Capsule CRM?** Reporting. We cannot pull out necessary reporting required on a daily/weekly/monthly basis. **What problems is Capsule CRM solving and how is that benefiting you?** Maintain lead follow-up. We can follow up leads on timely basis. ### 4. Excellent CRM that is thoughtfully designed and well supported. **Rating:** 5.0/5.0 stars **Reviewed by:** Tom P. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 06, 2023 **What do you like best about Capsule CRM?** The core features and functionality are well though through and intuative. It is perfect for SMEs, and you don't get a sense of unneccessary features and configuration requriements. **What do you dislike about Capsule CRM?** Honestly, not a lot! It really is very good! **What problems is Capsule CRM solving and how is that benefiting you?** Pipeline management and visibility of opportuntities so my team and I can collaborate. ### 5. Excellent tool for small businesses **Rating:** 5.0/5.0 stars **Reviewed by:** Sarah M. | Founder & Director, Small-Business (50 or fewer emp.) **Reviewed Date:** October 11, 2023 **What do you like best about Capsule CRM?** The most important thing is that it is easy to use and we can combine it with Outlook which is where most of our client interaction occurs. CRMs are only useful if they are kept up to date by everyone, so these two criteria were essential for us. **What do you dislike about Capsule CRM?** So far there is nothing I dislike about the product. **What problems is Capsule CRM solving and how is that benefiting you?** Maintaining and combining all the contacts for our growing team in once place so we can track, review and find relevant people. ### 6. Great CRM! **Rating:** 5.0/5.0 stars **Reviewed by:** Olivia W. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 15, 2023 **What do you like best about Capsule CRM?** It is priced reasonably with intuitive features and UX/UI. **What do you dislike about Capsule CRM?** Perhaps the integration with GMail as currently i am using a BCC extension to get my emails to capsule **What problems is Capsule CRM solving and how is that benefiting you?** It helps to manage my ongoing deals with clients and allows my team to have visbility on each deal. ### 7. Great for Project Management **Rating:** 5.0/5.0 stars **Reviewed by:** Bianca R. | Human Resources Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** December 04, 2023 **What do you like best about Capsule CRM?** My favorite thing about Capsule CRM is the easy layout that is presented. It is simple enough to understand for those who are fairly new to PM! **What do you dislike about Capsule CRM?** The price point is a buit above average than competetors. **What problems is Capsule CRM solving and how is that benefiting you?** Capsule CRM is helping my team with their organizational skills when it comes to PM. ### 8. Excellent Customer Service **Rating:** 4.5/5.0 stars **Reviewed by:** deborah p. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 12, 2023 **What do you like best about Capsule CRM?** General communications always timely. You actually get to speak to someone if you have a query. Replies to emails are very quick, personal and effective. Easy to use for my specific requiremements. **What do you dislike about Capsule CRM?** Nothing in particular to dislike from my experience. **What problems is Capsule CRM solving and how is that benefiting you?** Ability to maintain customer database ### 9. Simple, but powerful CRM! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Security and Investigations | Small-Business (50 or fewer emp.) **Reviewed Date:** September 21, 2023 **What do you like best about Capsule CRM?** The simplicity is great, you don't need any training, but have lots of customization options. With the addition of AI, email templates and workflows they made it even more powerful. **What do you dislike about Capsule CRM?** Task reminders are very handy, but don't show the expired once which can cause that you miss older tasks. Besides that it would be great if you can customize the sending time of it. **What problems is Capsule CRM solving and how is that benefiting you?** Capsule CRM offers management of all our tasks, cases and communication in one place. This together with our sales pipeline. ### 10. Great all-round software, great for my small business **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Design | Small-Business (50 or fewer emp.) **Reviewed Date:** November 13, 2023 **What do you like best about Capsule CRM?** The pipeline and project management tool. Super easy to use and navigate, a daily tool, great integration with email providers and no training required. **What do you dislike about Capsule CRM?** Two very minor niggles: 1) When a task is completed, it's wiped from your calendar (i.e. appointments) 2) No time duration functionality on the calendar (i.e. meeting duration) **What problems is Capsule CRM solving and how is that benefiting you?** Keeps everything in one place. ### 11. Exactly what I needed **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Transportation/Trucking/Railroad | Small-Business (50 or fewer emp.) **Reviewed Date:** October 12, 2023 **What do you like best about Capsule CRM?** Capsule CRM is a very handy webbased tool for keeping track of my contacts and interactions in business. I like that it integrates with my email. I tried a few other CRM tools and settled on Capsule. I've already recommended it to several other friends in the industry. **What do you dislike about Capsule CRM?** I can't think of any downsides at the moment. **What problems is Capsule CRM solving and how is that benefiting you?** I need to keep track of my business contacts and interactions with them. ### 12. A software that grows with you. **Rating:** 5.0/5.0 stars **Reviewed by:** David M. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** September 13, 2023 **What do you like best about Capsule CRM?** We have used Capsule for many years now, and it has grown with us. From the intial user to expanding our team at Cherry Training, Capsule has consistently been there. Our clients have high expectations from us and we need to make sure our data matches their needs. **What do you dislike about Capsule CRM?** o Whilst the software has a solid base and meets 99% of what we want it to do, new features aren't rolled out that often. o A couple of small feature requests. **What problems is Capsule CRM solving and how is that benefiting you?** Accurate Client record management. ### 13. Capsule has pulled together our sales processes **Rating:** 5.0/5.0 stars **Reviewed by:** Bill L. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** November 09, 2023 **What do you like best about Capsule CRM?** Capsule has really helped us bring our sales together. The pipeline is clear and informative, keeps pushing us to move deals forward. **What do you dislike about Capsule CRM?** There is a lot of manual inputting involved. A little extra automation would be great. **What problems is Capsule CRM solving and how is that benefiting you?** Helps communication throughout our team. Also helps us keep deals on track and move them forward. ### 14. User friendly and efficient **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Apparel & Fashion | Small-Business (50 or fewer emp.) **Reviewed Date:** December 29, 2023 **What do you like best about Capsule CRM?** UI is very simple and easy to function. Site reaction time is very quick **What do you dislike about Capsule CRM?** Limitation of 250 contact with basic version **What problems is Capsule CRM solving and how is that benefiting you?** Paperless work and efficient coordination between employees ### 15. The perfect CRM for a small business **Rating:** 5.0/5.0 stars **Reviewed by:** Daniel H. | Global Sales Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 09, 2023 **What do you like best about Capsule CRM?** It's user friendly, intuitive and you instantly find your way around the program. Customer support is fast, on point and friendly. The way it connects with Outlook is so smooth and nice. **What do you dislike about Capsule CRM?** I can't think of any downside to using Capsule. I guess I would enjoy more statistics but that is probably available in more expensive user plans. **What problems is Capsule CRM solving and how is that benefiting you?** Helps structuring and planning my work and gathers the data for my opportunities in an organized way. All this without spending unnecessary time on structuring my documentation. ### 16. Organised small business owner **Rating:** 4.5/5.0 stars **Reviewed by:** Alison J. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 15, 2023 **What do you like best about Capsule CRM?** Sends reminders of what I need to follow up on **What do you dislike about Capsule CRM?** Knowing where to access tracks, pipelines, tags etc.. some of the functionality is quite hidden or easy to forget how to find. **What problems is Capsule CRM solving and how is that benefiting you?** Remembering who I need to contact, what status my projects are at and what is in my pipeline. This makes me feel much more on top of my business and I am less worried about forgetting to follow up with clients. ### 17. Easy to use, excellent CS team **Rating:** 5.0/5.0 stars **Reviewed by:** M G. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 06, 2023 **What do you like best about Capsule CRM?** Easy, clean, simple and unfussy CRM system. Excellent customer support team **What do you dislike about Capsule CRM?** We don't have any issues with Capsule- happy customers. **What problems is Capsule CRM solving and how is that benefiting you?** Customer management, notes storing, reminders. ### 18. Great product for essential tasks **Rating:** 5.0/5.0 stars **Reviewed by:** Azfar H. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 10, 2023 **What do you like best about Capsule CRM?** The best features are the clear pipeline and ability to integrate with other common tools to get leads in automatically. **What do you dislike about Capsule CRM?** The tagging requires some careful planning but that's probably true of all CRM's. **What problems is Capsule CRM solving and how is that benefiting you?** Keeping track of opportunities and capturing progress. ### 19. Easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Retail | Small-Business (50 or fewer emp.) **Reviewed Date:** November 06, 2023 **What do you like best about Capsule CRM?** Super easy to get the hang of and train others to use **What do you dislike about Capsule CRM?** Would be great to be able to edit the labels on the tasks to suit your business needs **What problems is Capsule CRM solving and how is that benefiting you?** Great to keep track of contacts with clients ### 20. Keeping Control of my Client Base **Rating:** 5.0/5.0 stars **Reviewed by:** Emma L. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 20, 2023 **What do you like best about Capsule CRM?** By putting all my client contacts and details in one easy place has helped me create follow up business and repeat business. **What do you dislike about Capsule CRM?** Sometimes Capsule doesn't pick up a name from the Dropbox entry so it's hard to find the history of a client in order to complete their details **What problems is Capsule CRM solving and how is that benefiting you?** Quick access to client history ### 21. Capsule for a 1 man business **Rating:** 5.0/5.0 stars **Reviewed by:** Simon B. | Managing Director , Small-Business (50 or fewer emp.) **Reviewed Date:** December 16, 2022 **What do you like best about Capsule CRM?** There are so many that I can't think of them all. I only use the Professional plan so there are some more advanced functions that are not available. However, things I love are - dropbox function, the sync with Quickbooks and Mailchimp. the Outlook integration including the Outlook Add-on. and the integration to Better Proposals. I don't use the projects/cases much, but when I have, it's very easy to use and customise. Any issues I have had have predominantly been solved by a quick search through the extensive help files. All in all the platform is very easy to get familiar with and Use. **What do you dislike about Capsule CRM?** Not being able to amend tasks and calendar events outside of Capsule (i.e. in Outlook) is a bit o a pain as I use MS 365 extensively for mail and calendar - although this is minor and more of a mindset change - you need to use Capsule as the hub of everything - which is what I don't do at the moment. **What problems is Capsule CRM solving and how is that benefiting you?** Managing my own business, with only me working on and in the business. It helps customer communications, sales and marketing effrots. ### 22. Straightforward and very valuable **Rating:** 5.0/5.0 stars **Reviewed by:** Joshua N. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 20, 2023 **What do you like best about Capsule CRM?** Easy to use, good features, and good value for money. **What do you dislike about Capsule CRM?** Nothing to not like. They are always adding new features. **What problems is Capsule CRM solving and how is that benefiting you?** Streamlining sales process and seeing at what points prospects are falling away or getting stuck. ### 23. Great option with excellent support **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** August 21, 2023 **What do you like best about Capsule CRM?** Customer support - friendly, fast to reply, and helpful in how they respond. The product seems good, and a good price - for our small business it's perfect covering all our needs **What do you dislike about Capsule CRM?** Minor niggles - Google SSO config requires request to Support / is non-obvious, and official integration with Google Data Studio / Looker Studio needs Teams account **What problems is Capsule CRM solving and how is that benefiting you?** Sales pipeline and account management ### 24. Exceptional Service **Rating:** 5.0/5.0 stars **Reviewed by:** Tom B. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** September 07, 2023 **What do you like best about Capsule CRM?** Capsule is a great alround CRM system with exceptional support. We were really impreesed with their team ! **What do you dislike about Capsule CRM?** There was nothing we disliked about Capsule. The Emaiil server was not the right solution for us at the time - but we may well be back! **What problems is Capsule CRM solving and how is that benefiting you?** CRM system with Email server ### 25. Love this system but could do with some extras **Rating:** 4.0/5.0 stars **Reviewed by:** Maira A. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 19, 2023 **What do you like best about Capsule CRM?** I love how simple and straightforward it is. **What do you dislike about Capsule CRM?** I wish there was a better way to automate sending contracts and invoices. **What problems is Capsule CRM solving and how is that benefiting you?** Keeping track of leads. ### 26. Easy and works well **Rating:** 5.0/5.0 stars **Reviewed by:** James W. | Company Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** August 29, 2023 **What do you like best about Capsule CRM?** Had to email cust service for help,they got back to me and really helped **What do you dislike about Capsule CRM?** Have not had any issues and I am horrible at tech stuff **What problems is Capsule CRM solving and how is that benefiting you?** As a carpet cleaner I use it to write notes on customers and what makes then happy so I know each time ### 27. Easy to use and cost effective for small businesses **Rating:** 4.5/5.0 stars **Reviewed by:** Tom P. | Angel Investor & Commercial Director, Small-Business (50 or fewer emp.) **Reviewed Date:** September 12, 2023 **What do you like best about Capsule CRM?** Easy to use, quick to implement, cost effective for the needs to smaller teams with non-complex use cases **What do you dislike about Capsule CRM?** Support isn't live chat, not as comprehensive as other established CRMs (but the cost reflects this fairly) **What problems is Capsule CRM solving and how is that benefiting you?** Pipeline visibility, project management, contact tracking ### 28. Friendly and reliable support team and services **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 17, 2023 **What do you like best about Capsule CRM?** Easy to use and flexible options for customisation that suits your needs. **What do you dislike about Capsule CRM?** If I have to name one, it would be Capsule hasn't had integration with Xero Practice Manager (XPM). **What problems is Capsule CRM solving and how is that benefiting you?** Helping our multi-industry teams to collaborate in one job/lead management platform ### 29. Excellent product and service **Rating:** 5.0/5.0 stars **Reviewed by:** Ally I. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 20, 2023 **What do you like best about Capsule CRM?** The ability to manage my whole business in one system **What do you dislike about Capsule CRM?** happy with everything - no issues at all **What problems is Capsule CRM solving and how is that benefiting you?** Managing my customer journey ### 30. Review of Capsule CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 22, 2023 **What do you like best about Capsule CRM?** One of the standout features of Capsule CRM is its user-friendly interface that streamlines contact management and organization. **What do you dislike about Capsule CRM?** One area where Capsule CRM could improve is in its reporting and analytics capabilities. **What problems is Capsule CRM solving and how is that benefiting you?** Capsule CRM effectively addresses the challenge of organizing and managing customer relationships. It provides a centralized platform for storing contact information, communication history, and tasks, streamlining the process of staying connected with clients. ### 31. "Capsule CRM is easy to use and integrate." **Rating:** 4.5/5.0 stars **Reviewed by:** Eshrak M. | Junior Frontend Developer, Small-Business (50 or fewer emp.) **Reviewed Date:** July 13, 2022 **What do you like best about Capsule CRM?** Capsule is an excellent CRM that satisfies all of our requirements. It's simple to locate and extract contact groups for upload/sort purposes. This software has a clean, simple, and intuitive sales pipeline dashboard. Not a dime spent on training or a headache of a migration. The user interface (UX) of CapsuleCRM is excellent, and the number of available integrations is impressive. We've found it effective, and as a result, we've grown. **What do you dislike about Capsule CRM?** It would be nice if we could set screen filters for contact sorting. Its integration with Mail chimp isn't smooth, and contracts can't be listed alphabetically. It lacks marketing essentials. It needs a more efficient user interface. **What problems is Capsule CRM solving and how is that benefiting you?** Capsule CRM allows us to personalize our activities by scheduling easily and organizing a calendar. It helps us track info in the program and manage consumer and business data. It tracks and links milestones to success factors, making managing sales-related businesses easier. ### 32. Easy flexibility **Rating:** 4.5/5.0 stars **Reviewed by:** Rob V. | Trainer / Consultant / Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** November 26, 2022 **What do you like best about Capsule CRM?** It's the fact that you're not forced into a certain way of using CapsuleCRM.You can mold it into many ways of using it. **What do you dislike about Capsule CRM?** The calendar doesn't differentiate between actions and appointments. **What problems is Capsule CRM solving and how is that benefiting you?** Seling and organising seats on webinars. The pipeline can be converted into a tool that is near perfect to do this, ### 33. A simple yet powerful CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2022 **What do you like best about Capsule CRM?** Best part of the system is that its very easy to use. You can setup the software and make changes easily with minimal to no support. Setting up workflows is also very user friendly **What do you dislike about Capsule CRM?** reporting functions is not at par with other CRM.It would be better if they also improve there search functionality. At time you feel restricted because of these missing features **What problems is Capsule CRM solving and how is that benefiting you?** I just wanted easy to use CRM. HUbspot was good but very complicated. It was hard to train employees on the hubspot and with so many things i used to get lost myself ### 34. Easy follow up & Pipeline creations **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Education Management | Enterprise (> 1000 emp.) **Reviewed Date:** October 13, 2022 **What do you like best about Capsule CRM?** Easy to create lead, add lead, delete in simple you can easy put different leads with different stages which help us to differentiate between hot & cold leads. Easy tk create pipeline & follow up. **What do you dislike about Capsule CRM?** Some time bugs causes laging of crm, they should add popup or remainder for your task on screen which help us to follow the lead on time & get your work done easily. **What problems is Capsule CRM solving and how is that benefiting you?** - To Mange lead types like hot or cold lead -To differentiate leads stages -To create pipeline -To follow up the task on time. -Easy to use interference. -With Awesome backin support if any issues happen. ### 35. Capsule CRM, one solutions fits all needs **Rating:** 4.0/5.0 stars **Reviewed by:** Deepanshu D. | Software Engineer, Small-Business (50 or fewer emp.) **Reviewed Date:** June 28, 2022 **What do you like best about Capsule CRM?** It's a pretty useful tool. This application will make your job simpler; it not only improves organisational management, but it also increases efficiency and saves effort for making a saleIt enables me to collect and monitor customer leads more efficiently. It also aids in collaborative job assignment. It also improves the effectiveness of sales management.. **What do you dislike about Capsule CRM?** It takes a lot of time for the initial set up for which they should come with some other alternative to speed up the process. **What problems is Capsule CRM solving and how is that benefiting you?** It has enabled to collect and monitor customer leads more efficiently. It also aids in collaborative job assignment. It also improves the effectiveness of sales management. ### 36. Capsule CRM is a brilliant CRM tool **Rating:** 5.0/5.0 stars **Reviewed by:** Tom A. | Technical Director, Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2022 **What do you like best about Capsule CRM?** Being able to log events and keep track of all tasks efficiently, allowing us to be more effective in meeting our targets. **What do you dislike about Capsule CRM?** There isn't anything at all that i dislike about Capsule CRM. **What problems is Capsule CRM solving and how is that benefiting you?** This solves potential loss of business just because of how well it's setup. ### 37. Capsule CRM: Great tool to start with **Rating:** 4.5/5.0 stars **Reviewed by:** Rishabh D. | Research Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 26, 2022 **What do you like best about Capsule CRM?** - Document storage and chat integration is the best, which I haven't found in other tools of similar pricing. **What do you dislike about Capsule CRM?** - I think the interface could have been better. **What problems is Capsule CRM solving and how is that benefiting you?** - I used to sell bank policies to the customers and target them for different offers. ### 38. Great Performance Great Value **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Small-Business (50 or fewer emp.) **Reviewed Date:** November 16, 2020 **What do you like best about Capsule CRM?** Capsule meets all our needs for a CRM. The best part, is that it's super intuitive meaning anyone can log in and easily figure out how it works without extensive training. Functionality is solid for our team needs - it's easy to find/extract groups of contacts as well as upload/sort/etc. The supporting documentation is good and help is an email away with quick response times. Best of all, it's a huge value compared to other CRM programs and again, no expensive trainings or extensive migration issues to deal with making it perfect for managing the contacts for our small, non-sales team. **What do you dislike about Capsule CRM?** Not much really, it works well and does the trick. **What problems is Capsule CRM solving and how is that benefiting you?** We previously kept our contacts on multiple spreadsheets so you can imagine the nightmare of managing/updating. With Capsule, it's easy to update, track and make notes and the whole team can have access online without hassle. ### 39. Capsule CRM best for accuracy data. **Rating:** 4.5/5.0 stars **Reviewed by:** Jezryl S. | Teacher, Mid-Market (51-1000 emp.) **Reviewed Date:** May 12, 2022 **What do you like best about Capsule CRM?** It gives us accurate data, sales and contacts. **What do you dislike about Capsule CRM?** Nothing is negative in CRM, every thing is best. **Recommendations to others considering Capsule CRM:** I will advise them to use the Capsule CRM for easy access of data. **What problems is Capsule CRM solving and how is that benefiting you?** No problems at all. The benefits it can give to the user or consumer accuracy of the data's needed. ### 40. Capsule CRM efficacy **Rating:** 4.5/5.0 stars **Reviewed by:** Joseph Christian A. | Teacher, Small-Business (50 or fewer emp.) **Reviewed Date:** May 12, 2022 **What do you like best about Capsule CRM?** It's a better way to manage sales, contacts and etc. **What do you dislike about Capsule CRM?** No negative comments for CRM, all of the feature are good. **Recommendations to others considering Capsule CRM:** It is better to use for clearer and accurate data. **What problems is Capsule CRM solving and how is that benefiting you?** The benefits of it is, it track leads close opportunity and accurate forecast. ### 41. Really solid CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Darren N. | Owner **Reviewed Date:** April 15, 2022 **What do you like best about Capsule CRM?** CapsuleCRM has a very nice UX and loads of intergrations. It's worked really well for us and helped us grow as a result. **What do you dislike about Capsule CRM?** It could maybe include some more automations with regards to email campaigns but it looks like they are working towards this. **What problems is Capsule CRM solving and how is that benefiting you?** It's been at times THE reason we've grown our business. ### 42. Capsule CRM - best one I've found **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Music | Small-Business (50 or fewer emp.) **Reviewed Date:** November 09, 2021 **What do you like best about Capsule CRM?** It's very user-friendly and versatile with lots of flexibility, customization and integration. **What do you dislike about Capsule CRM?** I'd like a lot more education about all of the features + more ability to pare down duplicate contacts in batches. **Recommendations to others considering Capsule CRM:** Before I started using Capsule I tested maybe 30 different CRM platforms. This one was the most versatile and user-friendly. Since I'm not in a typical sales industry, it's helpful that I'm able to tailor it to my specific needs. **What problems is Capsule CRM solving and how is that benefiting you?** I use it mostly to keep track of contacts and the trail of their related emails. It's very helpful to retrieve the last time I had an email conversation with a particular contact and review details in order to follow up. ### 43. Capsule CRM is an absolutely phenomenal value for the cost. **Rating:** 5.0/5.0 stars **Reviewed by:** Ty R. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** August 10, 2021 **What do you like best about Capsule CRM?** Capsule CRM has customizable filters for tags and data tags. Capsule CRM supports multi factor authentication. Capsule CRM integrates with a lot of other popular software platforms that we use internally. And using Zapier we are able to take the integrations even further as we were able to integrate with our phone answering service. **What do you dislike about Capsule CRM?** We could not find a way to add data tags in bulk. While it's not a deal breaker, it would be nice to have this feature. **Recommendations to others considering Capsule CRM:** Get started. It's very reasonably priced, and once you start digging into it I think you will discover the same value that we did. **What problems is Capsule CRM solving and how is that benefiting you?** Our business is able to organize our prospecting and client list with the ability to filter these contacts in many different logical ways (across verticals, based on size, based on opportunity, based on products or services they have or do not have, based on where they are in the sales process, etc). From there, we can easily manage ongoing marketing campaigns and update any changes with ease. We never understood the power and potential of a CRM platform prior to using Capsule CRM. We were referred to Capsule CRM by a fellow colleague and we are so glad that he made this recommendation to us as it is now a very integral part of our solution stack. ### 44. Capsule CRM is a feature-rich product at an affordable price! **Rating:** 4.0/5.0 stars **Reviewed by:** Carole J. | Sales Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 27, 2022 **What do you like best about Capsule CRM?** The price-point of Capsule CRM fits our small business budget without sacrificing features. **What do you dislike about Capsule CRM?** Having additional API integrations would be very useful, however, the API's available are still quite robust. **What problems is Capsule CRM solving and how is that benefiting you?** Capsule CRM has helped us to organize our leads and customers and has allowed us to increase our sales and productivity in a short period of time. ### 45. An easy to use CRM platform. **Rating:** 5.0/5.0 stars **Reviewed by:** Maudlin K. | Senior Software Engineer, Mid-Market (51-1000 emp.) **Reviewed Date:** June 17, 2021 **What do you like best about Capsule CRM?** It is an easy-to-use and easy to configure platform. With Capsule CRM, it has become easier to set up tracks and view workflow. It does not require training and special programming due to which anyone can easily use it and figure out about its working. The supporting documentation is very informative and helpful. It integrates seamlessly with other solutions. The customer support is very responsive and every problem is resolved efficiently and quickly. **What do you dislike about Capsule CRM?** Its integration with Mail chimp is not smooth. Also, it does not allow to list contacts alphabetically which is a great downside of this tool. It does not contain some essential marketing features. It needs to improve the user interface and make it more productive especially on the calendar view. The contact sorting is quite disappointing. It would be nice if it allows users to set screen filters. **What problems is Capsule CRM solving and how is that benefiting you?** It provides numerous useful features and covers the needs of almost every business. It enables you to keep info tracked in the program. It helps you manage the data of consumers and organizations effectively. It develops an efficient way to track and link milestones to success factors and thus, made it easier and simple to manage sales-related businesses. It provides an activity reporting feature that enables you to control interactions' frequency and avoid letting customers drift off by way of infrequent contact. With Capsule CRM, you can easily personalize your activities as it provides features with which you can schedule and organize a calendar of activities easily. ### 46. CapsuleCRM — the ultimate lead capture and funnel organizer. **Rating:** 4.0/5.0 stars **Reviewed by:** Posy Lou D. | Associate Marketing Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** November 30, 2020 **What do you like best about Capsule CRM?** I really like Capsule’s capability to store contacts/leads, store company information, and create opportunities when it comes to warm leads. You can also forward emails to a specific address they give you to keep track of in the system. This had made things a lot easier on the sales side. **What do you dislike about Capsule CRM?** I have had the email address they gave me mess up in the past (it said it was an invalid email). You have to forward emails to the system rather than including the email in the original copy. **What problems is Capsule CRM solving and how is that benefiting you?** We are solving issues with our business pipeline. Our sales process and funnel was pretty undefined before we started using this system. ### 47. Efficient **Rating:** 4.0/5.0 stars **Reviewed by:** Saif A. | Sales Expert Insurance Broker, Small-Business (50 or fewer emp.) **Reviewed Date:** November 05, 2021 **What do you like best about Capsule CRM?** Simple and easy to use interface, allowing to search profiles efficiently. **What do you dislike about Capsule CRM?** Can use more updates, such as additional search tools, allowing users to broaden search results. **What problems is Capsule CRM solving and how is that benefiting you?** Able to collaborate with other sales tools. It's a very user friendly system. ### 48. Easy to use, easy to configure great integrations **Rating:** 5.0/5.0 stars **Reviewed by:** Charles J. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** February 13, 2021 **What do you like best about Capsule CRM?** Capsule is very easy to use and very easy to configure. In my last firm we had Salesforce with took a year to implement for 30 users cost nearly $100k in fees. We are only two people but got 90% of the configuration/functionality of Salesforce in a few hours with no integration fees and at a great value. **What do you dislike about Capsule CRM?** Just started to use the Office 365 integration which is great **Recommendations to others considering Capsule CRM:** Take the time upfront to configure to your needs. Keep the tags simple and consistent (dont keep adding too many new ones). **What problems is Capsule CRM solving and how is that benefiting you?** Manage sales pipeline, contacts, meetings, notes, correspondence - single vison of contacts, links brilliantlt with Xero ### 49. Many recent improvements that have been essential. **Rating:** 4.0/5.0 stars **Reviewed by:** Cherie B. | Director of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** August 24, 2021 **What do you like best about Capsule CRM?** Loving the recent improvements in 2021, they are listening to users and changes are all great. **What do you dislike about Capsule CRM?** Wish you can have an email signature with links when sending from the CRM. **What problems is Capsule CRM solving and how is that benefiting you?** Organizing clients and keeping tasks on schedule. A great reference for interactions. ### 50. Great software that pulls together Sales and Marketing! **Rating:** 5.0/5.0 stars **Reviewed by:** Rebecca H. | Digital Marketing Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 07, 2021 **What do you like best about Capsule CRM?** This software help pulls together all of our Sales and Marketing efforts. Our intranet business loves using this! https://www.thisisattollo.com/ **What do you dislike about Capsule CRM?** There isn't anything that we would change at the moment. **Recommendations to others considering Capsule CRM:** We are very happy at the moment so no further changes are needed. **What problems is Capsule CRM solving and how is that benefiting you?** Transparency across our organisations! It means that we are all on the same page. ## 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=9§ion=pricing&secure%5Bexpires_at%5D=2026-08-05+11%3A47%3A49+-0500&secure%5Bsession_id%5D=d6e76204-3abf-4465-adaf-923aa591c748&secure%5Btoken%5D=cfb6159a83e3cd9f4277372f3b42eb7c7d79e62010b4ba2ea9162f70d78cfc26&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 - Contract/License Management **** - Bid Management - AI Copilot - Project Tracking - Client Tracking - Calendar Management - Quotes/Estimates - Calendar/Reminder System - Lead Management - Activity Tracking - Customizable Reports - Task Management - Third-Party Integrations - Project Management - Inventory Management - Email Marketing - Activity Dashboard - Collaboration Tools - Communication Management - Customizable Templates - API - Buyer Management - Document Management - Workflow Management - Project Time Tracking - Reporting/Analytics - Contract/License Management - Data Import/Export - Warranty Tracking - Estimating - Customizable Fields - ACH Payment Processing - Forecasting - Sales Approval - Subcontractor Management - Change Order Management - Scheduling - For AEC Industry - Procurement Management - Job Costing - Sales Pipeline Management - Generative AI - Contact Management **Marketing Automation** - Email Marketing - Lead Management - Email Management - File Management - Deal Management **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Content** - Automation - Marketing Automation **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Mobile & Social** - Social Collaboration Features - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Platform Additional Functionality** - Pre-Built Connectors - Dashboard - Cloud - Mobility - Messaging - Activity Dashboard **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Platform Reporting and Analytics** - Reporting - Forecasting **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Support Analytics - Calendar Management - Template Management - Client Management - Workflow Management - Territory Management - Financial Management - Document Management **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Marketing Automation** - Campaign Management - Lead Management - Marketing Analytics - Email Management - Email Marketing **Sales Force Automation** - Pipeline Management - Task Management - Product and Price List Management - Quote and Order Management - Contract Management - Contact Management **Generative AI** - AI Text Generation - Generative AI - Proposal 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 - Calendar/Reminder System **** - Search/Filter - Activity Tracking - Expense Tracking - CRM - Mobile Access - AI Copilot - Calendar Sync - Third-Party Integrations - Data Import/Export - Customizable Reports - Customizable Fields - Lead Capture - Relationship Tracking - Collaboration Tools - Alerts/Notifications - Email Templates - Generative AI - Customer Database - Task Scheduling - Reporting & Statistics - API - Team Assignments - Drag & Drop - Access Controls/Permissions - For Financial Institutions - Interaction Tracking - Sales Reports **** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting ## Top Capsule CRM Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,680 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,293 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (3,055 reviews)