Capsule CRM Reviews & Product Details

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.

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.

I appreciate how Capsule CRM has significantly improved our efficiency by centralizing all our client information and sales data, making it much easier to navigate than our previous Excel spreadsheets. The reporting functions are especially valuable as they integrate seamlessly with Google Data Studio, enhancing our data analysis capabilities. I love how intuitive and user-friendly the interface is, allowing our sales team to efficiently track opportunities and pipelines. The customization options are a standout, particularly the ability to edit opportunities and add custom fields, which enable us to adapt the CRM to fit our unique business terminology. This feature keeps our processes streamlined and tailored to our specific needs. I also had a great experience with the setup process, which was straightforward thanks to our helpful account manager, Keith. His support through Teams meetings made the transition smooth and easy. Overall, Capsule CRM does exactly what we need it to do, with features that are both functional and adaptable. Review collected by and hosted on G2.com.

I don't like needing to use expensive third-party software like Zapier for integration. It would be beneficial to have direct integrations with systems such as APTEM, Survey Monkey, and Force 24. Review collected by and hosted on G2.com.

I appreciate Capsule CRM for its user-friendly database capabilities, allowing me to efficiently record sales call notes, manage contact details, and track projects. I find the simple layout ideal for our small sales agency business, as it's intuitive and not burdened with unnecessary features that can make other CRMs feel clunky. The smooth functionality with its mobile app is particularly beneficial, as it allows me to quickly access information and reference old notes on the go. The affordability and ease of setup were significant advantages, enabling our small business to implement the CRM painlessly in less than a day. Capsule CRM's streamlined approach aligns perfectly with our team's needs, offering an uncomplicated yet powerful solution for organizing our sales operations. Review collected by and hosted on G2.com.

A feature to mark contacts as 'no longer at company' or 'retired.' Review collected by and hosted on G2.com.

I appreciate how Capsule CRM has been instrumental in maintaining a detailed record of conversations and opportunities with customers and prospects. The platform continues to surprise me with new features, such as email templates, which have significantly streamlined my communication process, saving time and effort. I find the simplicity of Capsule CRM to be its standout feature; it just works without unnecessary complications. Additionally, I have had a positive experience with the support team, who provided a quick and effective response to resolve my issue. The ease of initial setup was also impressive. It's notable that Capsule CRM integrates seamlessly with my Gmail account, further enhancing its usability and convenience. Review collected by and hosted on G2.com.

I notice that there's a lot of functionality in Capsule CRM that I'm probably not using. It would be helpful to have tutorial videos to learn how to use these additional features effectively. Review collected by and hosted on G2.com.

I love Capsule CRM because it's easy to use and integrates seamlessly with our quoting platform, enhancing our workflow significantly. The ease of use means our sales team can rapidly adapt to it without a steep learning curve, allowing us to follow up on quote requests and log conversations efficiently. Additionally, the integration capability with our quoting platform through an API means we have a unified system that eliminates redundancies and speeds up our processes. The sales pipeline feature is particularly valuable as it provides visibility into potential opportunities, prompting us to act promptly and strategically follow up on leads. The transition from Monday to Capsule CRM was smooth and painless, reflecting its user-friendly setup process. It's apparent that some thought is needed to tailor Capsule CRM to our needs, but once configured, it runs smoothly, helping us derive the most value from it. I am confident in recommending Capsule CRM to others, as indicated by my high likelihood rating of 10 out of 10. Review collected by and hosted on G2.com.

So far I haven't found anything to dislike! Review collected by and hosted on G2.com.

I find Capsule CRM to be extremely easy to use, which stands out as a significant benefit for our team. The effortless setup and usability allow us to manage our sales pipeline and customer details efficiently. I appreciate how it streamlines processes across departments, as everyone can view the history of each opportunity thanks to the integration with Outlook, which also reduces time spent on adding additional notes. The affordability of Capsule CRM compared to other options such as Salesforce was a major deciding factor for us. The tracks feature is incredibly handy, offering the flexibility to amend them as needed and providing vital reminders. Additionally, I am impressed with the reporting tools, which I find brilliant in supporting our decision-making process. The combination of cost, ease of use, powerful reporting tools, and practical features like tracks makes Capsule CRM a valuable asset to our operations. Review collected by and hosted on G2.com.

I dislike the lack of integration with Microsoft Teams, which limits our ability to collaborate directly within our existing communication platforms. Review collected by and hosted on G2.com.

I find Capsule CRM extremely useful for keeping track of tasks necessary to run my company, as well as client follow-ups. One of the standout features is how it helps me manage my tasks without having to memorize everything, as it sends timely reminders about pending tasks. I also love that it provides a great system for filing key documents, reducing my reliance on email. The ability to set up recurring tasks simplifies my workflow, allowing me to efficiently check off everything I've completed. As an independent HR consultant, I appreciate its affordability and effectiveness. Being familiar with the system is a major advantage for me, and I find it truly fitting for my professional needs. Review collected by and hosted on G2.com.

I dislike that when saving an email to the system, all of the images on the email get saved as well. This leads to an inconvenient experience when I want to find a file attached to an email, as I have to sift through numerous images from the emails. The prevalence of images in emails makes this issue particularly bothersome. Review collected by and hosted on G2.com.

I joined the company about three months ago and Capsule was completely new to me. Having used a few other CRMs in the past, I can honestly say this one is by far the easiest to get to grips with. It is clean, intuitive, and everything just makes sense. You do not waste time trying to figure out where things are.

Within a day or two I was already comfortable logging calls, updating opportunities and tracking projects without needing any training, which is something we do a lot of. It is clear the system has been designed with real users in mind.

Capsule has made managing customer relationships much simpler and more organised, and it is genuinely easy to use, which is not something I can say about many CRMs. Review collected by and hosted on G2.com.

The only negative is that it can import your email signature as multiple pictures which can hide attachments on emails. Review collected by and hosted on G2.com.

Capsule is super simple to use and helps me to organise my workload without having to manually chase 100 things over a million different tasks. Capsule is an absolute game changer to removing unessacary paperwork and manual reminders. This automates tasks and has a great solution for driving sales through our internall processes without having to chase staff members throughout the day. Review collected by and hosted on G2.com.

Capsule doesn't link to Shopify sadly to manage customer order flows. Review collected by and hosted on G2.com.

Have been using Capsule every day for the best part of 12 years now.

It's very user-friendly and easy to set up get to grips with. The opportunity and projects features are fantastic for keeping on top of tasks, and the new pipeline reporting features that are regularly being added are also solid additions to the tool.

The filtering options are great and allow for custom lists of contacts/opportunities/projects with all sorts of criteria which can be really useful for multifaceted businesses like ours.

Also plenty of third-party integrations that are available - it's on my to-do list to check out the other options that could improve workflow.

Should also mention that the customer service team have always been fantastic whenever we've needed a bit of extra help - quick to respond and informative. Review collected by and hosted on G2.com.

It would be nice to be able to choose different plans for different users within an account - not all users need the advanced reporting and perhaps only have access in order to see customer details, so it can really add to the subscription costs in these instances. Review collected by and hosted on G2.com.