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. To take this a step further, we successfully developed a custom Python script that seamlessly logs lesson notes for each student directly into the system, which has been an invaluable asset to our workflow. 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.

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. 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.

I like Capsule's simplicity and clear structure that helps to keep my business in track. Even if my business partner who hates 'updating' data, finds it easy to keep information fresh. Review collected by and hosted on G2.com.

There is not much that I dislike about Capsule. Sometimes I struggle to integrate Capsule with some other tools (like Look at the moment), but the team is working hard on finding ways to get more and more tools speaking with Capsule. Review collected by and hosted on G2.com.

I have used Capsule for over 10 years. It integrates really well with my other software such as Xero and Transpond. Its extremely easy to use, it enables me to track my projects efficiently, as well as update any notes from recent contact. The new AI tools are really helpful, I am able to send an email in seconds using the AI email tool. Their customer service is excellent, and they offer webinars to help you use the software to your best ability. I think it is priced really well, and the software itself saves a lot of time when dealing with customer management. Review collected by and hosted on G2.com.

I would like it if I could upload files to a project under its own file section, as after a couple of weeks, files do get lost in the trails and I have to keep scrolling to find them Review collected by and hosted on G2.com.

The flexibility of the system. the fact that I can manipulate the many firleds and ways that it works so that I can use it close to the way that I like to work, and that I can make it fit my business, rather than trying to make my business fit into it. Review collected by and hosted on G2.com.

The new Free package seems to have limited its flexibility to customise the milestones. I have started a second system for another business and only need the free version for now. However I plan to upgrade one of my systems, Probably my primary system and have both companies using the same Capsule CRM as it is flexible enough to do that. Review collected by and hosted on G2.com.

It’s a very straightforward CRM solution, especially well-suited for solopreneurs (like myself) as well as small and medium-sized businesses. The user interface is easy to pick up, there are plenty of integrations, and over the many years I’ve been using the platform, I haven’t run into any availability or performance issues. Support has been very helpful in the very few occasions I've demanded it. Review collected by and hosted on G2.com.

The only thing I dislike is that I can’t granularly choose number formats for currencies or set the first day of the week (Sunday or Monday) independently of the language selection. As soon as you pick a language, those options are automatically applied. That’s not optimal. Review collected by and hosted on G2.com.

capsule CRM helps keep my daily work more organized without making things complicated. i work as a Dietician & Nutritionist, manage a homeopathy clinic, and also create health education content, so i regularly handle client follow ups, consultation reminders, appointments, nutrition discussions, and communication related work together. Capsule CRM makes this workflow more easy and structured. I use it frequently for follow up calls, task planning, reminders, and managing consultation related work. Features like contact management, task tracking, notes, reminders, activity history, and calendar view are very useful for my daily workflow. Keeping client details, follow-up discussions, and pending tasks in one place saves time and helps reduce confusion during busy clinic hours.

i also like activity tracking and reminder system because it helps me manage repeat client follow-ups more properly. Performance is smooth for daily work and pages load properly most of the time. The interface feels clean, lightweight, and easy to navigate without too much complexity. Customer support and help resources were also simple to understand whenever needed. overall, Capsule CRM helps me manage clinic workflow, client communication, follow-up tasks, reminders, and professional work organization in more practical and time saving way. Review collected by and hosted on G2.com.

some integrations and workflow connections depend on third-party tools, which can make setup little longer for specific work needs. Reporting is useful for daily tracking, but for deeper analysis and detailed reporting, I feel there could be more flexibility. Another small thing is that when switching between contacts, tasks, notes, and activity history many times during busy work, few pages sometimes take little extra time to refresh. Review collected by and hosted on G2.com.

Capsule CRM is a great tool for any business. It’s easy to navigate and works exactly as a business needs. It’s very user-friendly, and the information is easy to read and understand, whether you’re at a junior level or senior level. Review collected by and hosted on G2.com.

I don’t seem to have any problems with Capsule, as it works for me exactly as I need it to. If I had to pick one thing, I’d say it could use a visual update. Review collected by and hosted on G2.com.

I use Capsule CRM as our company address book and sales funnel tool, and it's been fantastic. I love the sales pipeline page; it's the first thing I check to assess how our sales funnel is developing. It helps me forecast likely income and ensures nothing gets missed or stale due to lack of contact. Capsule CRM looks good, is user-friendly, and is quick. I can't recall any downtime or it ever being offline. Also, it's crazy and quick to get started, and our use has grown over the years. Review collected by and hosted on G2.com.

Nothing comes to mind. Review collected by and hosted on G2.com.

It allows me to easily differentiate prospects from contacts. Unlike other CRMs which seem to class every contact and business as a potential sales lead, Capsule understands that some people are just contacts and that's fine. It's also clean and intuitive, allowing me to pick it up and start using it very quickly. Review collected by and hosted on G2.com.

not much! A CalDav integration would be nice so we didn't have to stick with the usual players - Google & Microsoft. I want data independence and transparency. Review collected by and hosted on G2.com.

I use tracks to keep customer journeys and workflow tasks organised, so nothing slips through the cracks. Review collected by and hosted on G2.com.

In Tracks, I’d really like an “if/then/else” option so workflows don’t have to be strictly linear. I use Workflow Automations and separate tracks to try to achieve this but unused tasks still need to be manually checked off. Review collected by and hosted on G2.com.