--- title: Capsule CRM Reviews meta_title: 'Capsule CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 507 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: 507 scale: '5' date_modified: '2026-07-17' 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:** 507 ## 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. Highly Recommended! **Rating:** 5.0/5.0 stars **Reviewed by:** Annica L. | Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** September 02, 2025 **What do you like best about Capsule CRM?** Highly recommend Capsule CRM, easy to navigate but also a vast program where you will learn more of it’s capabilities all the time. One of the best CRMs I have used, very enjoyable experience and their Support team is also amazing! **What do you dislike about Capsule CRM?** No downsides that i know of yet, the program has all features that you need. **What problems is Capsule CRM solving and how is that benefiting you?** Huge for organization as a company to keep everyone on the same page about a client, ultimately benefits the customer as we can be united on the company side. ### 2. Powerful Yet Easy to Use CRM Software **Rating:** 5.0/5.0 stars **Reviewed by:** Marty H. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** February 07, 2025 **What do you like best about Capsule CRM?** I have used Capsule CRM for many years. I use it every day, and it keeps my business organized, with next task lists, sales pipeline and customized fields. It is easy to use, yet has many powerful features. I was able to set it up quickly and the learning curve was very quick. Customer support has been friendly, quick and accurate. I have also connected Capsule CRM to my email programs and web form software, and it is working flawlessly. **What do you dislike about Capsule CRM?** With the basic plan, I would like to see more email templates included. **What problems is Capsule CRM solving and how is that benefiting you?** Keeping my customer lists organized so I can keep in contact with them. Also, tracking my leads and by using the pipeline, and can see where every lead is in the slaes process. The next task feature is easy to customize and I always know what I need to be doing every day in my business. ### 3. Useful for managing associates and projects **Rating:** 4.5/5.0 stars **Reviewed by:** Karen E. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** March 08, 2024 **What do you like best about Capsule CRM?** It's easy to set up and the free version allows you to try before you buy. You can create a good range of bespoke fields - enough to let you see if it will work. I have recommended and implemented it with a number of clients, particularly those who provide consultancy-type services. It's used, not only as a a traditional CRM for sales, but the magic is in the project boards. They are used to manage the client delivery teams and projects, so associates/employees are also contacts. And you can create separate fields to gather information that is relevant only to them, so they don't clutter up the standard prospect, lead and client fields. One client has boards for project delivery, recruitment and training courses. We build a variety of 'tracks' or actions to make sure that all tasks are completed on each project or when recruiting to ensure consistent delivery. You can bring in project managers on a restricted user account that gives them access to their project and nothing else and then swap them out once the project has been completed. Customer support is excellent, even on the free version. **What do you dislike about Capsule CRM?** At the moment, some of the reporting is limited, so for example, you can't run a report to show which associates are on which open projects which is slightly frustrating as it would be really helpful to have that functionality to manage resource planning more effectively. But it has been logged as a request, so hopefully one day the functionality will be there. And there is relatively limited use of the automations. **What problems is Capsule CRM solving and how is that benefiting you?** Helping us manage associates and projects more effectively. And acts as a central source of truth for information. And we are able to email teams from Capsule with a bcc back to Capsule so we have an audit trail. ### 4. Really simple to use CRM that is reasonably priced too **Rating:** 5.0/5.0 stars **Reviewed by:** Tom M. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** March 31, 2025 **What do you like best about Capsule CRM?** It's just straightforward to use. It makes it so much easier for us to keep track of our sales pipelines and to make sure nothing is being lost. It has good link up to email and the comms platform we use (Just Call) has an integration so we can call and text from within Capsule and automatically log any interactions... this makes it so much easier to kep everything up to date. Good customer support too. **What do you dislike about Capsule CRM?** Nit picking perhaps... but I would like to be able to send from a Gmail alias address. (I believe the issue is more at Google's end that at Capsule's though.) **What problems is Capsule CRM solving and how is that benefiting you?** It helps us to log all our customer interactions and to keep track of sales pipelines. ### 5. Exceptionally Easy to Use **Rating:** 5.0/5.0 stars **Reviewed by:** Jessica P. | Sales executive, Small-Business (50 or fewer emp.) **Reviewed Date:** December 17, 2025 **What do you like best about Capsule CRM?** How easy it is to use and the number of features. It helps me keep my day organised. **What do you dislike about Capsule CRM?** I don't dislike anything. It caters to all of our needs **What problems is Capsule CRM solving and how is that benefiting you?** Time management. ### 6. Less is more **Rating:** 4.0/5.0 stars **Reviewed by:** Ilkka L. | Chief Ecosystem Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** September 12, 2025 **What do you like best about Capsule CRM?** Has the needed functions and works well. Easy to integrate with other systems **What do you dislike about Capsule CRM?** Not much to dislike. Of course learning a new technology always requires time **What problems is Capsule CRM solving and how is that benefiting you?** Keeps sales and other projects in order and automates our workflow ### 7. Simple but effective **Rating:** 4.0/5.0 stars **Reviewed by:** Ross M. | Account Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** August 07, 2025 **What do you like best about Capsule CRM?** The interface is clean and easy to use. I like how everything related to a contact - emails, tasks, notes - is all in one place. Custom pipelines are also a big plus. Easy to implement no matter team size. **What do you dislike about Capsule CRM?** Some features feel a bit basic. Reporting could be more advanced, and the mobile app isn’t as smooth as the desktop version. **What problems is Capsule CRM solving and how is that benefiting you?** Capsule helps us keep track of all client interactions in one place. It’s made managing leads and follow-ups way more organised and efficient. ### 8. Capsule has been a game changer **Rating:** 4.5/5.0 stars **Reviewed by:** Michelle F. | Office Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 10, 2025 **What do you like best about Capsule CRM?** Over the years I have used so many different CRM's but never Implemented one myself from scratch for a company. I've looked at so many over the last 12 months and the others did not seem to work how we needed it to work. At the time we were using Trello, it was not working for us. The Sales and Support Teams have been very helpfull throughout the whole experience. Harry was the first person I spoke to and was very patient and helpful. Has several video calls whilst he was helping me get to grips with Capsule. Once I started using Capsule and learning all the new parts to it, I was constantly asking support for help. Every time I received a resply the help has been outstanding. From email replies explaining how something is done to videos showing me how to do the task I'm stuck with. Capsule is really easy to use, you just need to take the time to take it in. There are so many helpful links to help you do things yourself. I'm still learning, but I'm enjoying what I have experienced so far, so much more to learn and do. It has made a massive difference to our Sales / Support team and everyone is pleased with it. **What do you dislike about Capsule CRM?** I have not come across many things yet that I don't like. There are a couple of suggestion / feature requests I have mentioned and hopefully they get thought about just to make the customer journey a little easier. One thing that has niggled me a little is the Files, when you link emails up to Capsule and you have a logo on the emails, its saving those as files. So I have had to add in email signatures that have to logo and don't look at good as they would when getting sent from Outlook. **What problems is Capsule CRM solving and how is that benefiting you?** Holding customer information, their projects, correspendance between us and customer Opportunties in sales Recording leaving customers Wehad to use a few different platforms before so this keeps it all in one place ### 9. User-Friendly App with Excellent Online Support **Rating:** 5.0/5.0 stars **Reviewed by:** Nathan L. | Business Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 30, 2025 **What do you like best about Capsule CRM?** The application is straightforward to use, and we have found the online support to be very helpful. **What do you dislike about Capsule CRM?** Nothing in particular comes to mind; we are satisfied with the product. **What problems is Capsule CRM solving and how is that benefiting you?** We use the application to track business inquiries and project milestones. ### 10. Really easy. **Rating:** 5.0/5.0 stars **Reviewed by:** Warren R. | Carpet cleaner., Small-Business (50 or fewer emp.) **Reviewed Date:** August 26, 2025 **What do you like best about Capsule CRM?** Been using Capsule for a while now. So easy to use, it’s helped me follow up on new customers and either the free agent integration it’s helped me keep on top of my accountancy. **What do you dislike about Capsule CRM?** Calendar integration needs to a bit more work. It doesn’t sync with my calendar on the iPhone. **What problems is Capsule CRM solving and how is that benefiting you?** Following up leads, helping me keep track of customers and what I have done for them and their individual needs. ### 11. A Brilliant Platform! **Rating:** 5.0/5.0 stars **Reviewed by:** Katie W. | Development & Grants Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2025 **What do you like best about Capsule CRM?** Capsule is simple to use and the support is excellent. I'm not used to CRM systems and between the Capsule tutorials and support it's been so easy! When I've had to email the support team they have been really quick to respond and super helpful. I love using this to manage my data on a daily basis. It has all the features I need. **What do you dislike about Capsule CRM?** I haven't found anything I dislike yet!! **What problems is Capsule CRM solving and how is that benefiting you?** Keeping on top of our clients and managing our SLA. ### 12. Outstanding CRM and Customer Service—No Complaints! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.) **Reviewed Date:** October 30, 2025 **What do you like best about Capsule CRM?** Amazing CRM, amazing customer service, easy to use... **What do you dislike about Capsule CRM?** Nothing, everythig is great, i use it daily **What problems is Capsule CRM solving and how is that benefiting you?** Data sorting and categorization, sending targeted mass emails, organizing and classifying information, collaborating with colleagues, archiving email communications, and scheduling task reminders. ### 13. Superb support liine **Rating:** 4.5/5.0 stars **Reviewed by:** Joost N. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** March 11, 2025 **What do you like best about Capsule CRM?** Currently we only use the basic possibilities of Capsule CRM but we plan to use more in the near future. Capsule is for a small organisation, as we are (<20 people), the perfect CRM to keep track of our relations with our customers. All really works well as well on the notebook, tablet and phone. As a plus, the customer support is always ready...fast and efficient. Capsule really gives us the possibility to focus fully on what we really need to do! **What do you dislike about Capsule CRM?** No negative comments up to now. Capsule is perfect for us. **What problems is Capsule CRM solving and how is that benefiting you?** It keeps track of the different contacts we have with our customers. We especially love the integration with outlook. ### 14. Great Software To Keep Track Of Everything In Your Business **Rating:** 5.0/5.0 stars **Reviewed by:** Harold S. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** December 20, 2024 **What do you like best about Capsule CRM?** It really is so easy to use, and is a part of my daily work and personal life. Entering or importing customers/accounts is a breeze, and searching for any information is so easy! The free account is good for 2 employees and 250 customers/accounts. I've used Capsule for years through different business i've started and managed, and have not found anything better anywhere near the same pricepoint. Training our employees on how to use the website, and implementing it into an existing business has always been so easy, and any question I've had was answered the same day! **What do you dislike about Capsule CRM?** The app is great for a fast view of whats going on, but I wish it didn't need to sync every time it opened. If I don't have service at the moment it can be hard to pull up my calendar to view something already in there. I also wish on both the app and the website that I could organize the tasks for each day in order of importance, not just the order they were entered. I have for example 10 tasks for the day but need to add something that needs attention before others, I can't just drag it to the top. **What problems is Capsule CRM solving and how is that benefiting you?** It's helping us keep track of our customers with notes that can be added by anyone. There is no more back and forth with who last spoke to the customer, and any one of us can help them when needed since we have all the information in front of us. Their interactive calendar is also VERY helpful allowing me to add a task easily and drag other tasks to different days if there isn't time to get it all done. I love that it emails other users their daily task list each morning saving us time discussing what needs to be done. ### 15. Just right for our business. **Rating:** 5.0/5.0 stars **Reviewed by:** Matt B. | Principal, Small-Business (50 or fewer emp.) **Reviewed Date:** March 24, 2025 **What do you like best about Capsule CRM?** Capsule is clean and easy to setup and really easy to use. So many of the other "simple" CRMs we've looked at were always looking to add more features. The Capsule product team is also very engaged in listening to their customers. **What do you dislike about Capsule CRM?** The mobile app still needs some work, it seems like it hasn't been touched for a while. **What problems is Capsule CRM solving and how is that benefiting you?** We don't need a bunch of complex tools that require to much administration. Capsule allowed us to work and track our deals and projects almost right away. It's a simple tool that actually has all the CRM features we need. ### 16. Outstanding Support and Responsiveness **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Electrical/Electronic Manufacturing | Small-Business (50 or fewer emp.) **Reviewed Date:** December 04, 2025 **What do you like best about Capsule CRM?** Customer support is second-to-none. Capsule's team always take on suggestions and feedback on improving their product. Prompt responses to any and all queries. **What do you dislike about Capsule CRM?** The platform is quite limited for what our small business requires but we make it work. **What problems is Capsule CRM solving and how is that benefiting you?** Single customer and project database, easy scheduling of engineers. ### 17. Brilliant CRM - all the feature you need to run your sales pipeline and delivery **Rating:** 4.5/5.0 stars **Reviewed by:** Rebecca F. | Founder and CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** October 05, 2025 **What do you like best about Capsule CRM?** This CRM is very easy to use and straightforward to set up, allowing you to get started in no time. It covers all the essential functions you would expect from a CRM and supports you in managing the entire sales process through to delivery. **What do you dislike about Capsule CRM?** At the moment, I can't think of anything negative to say. It just continues to improve over time. **What problems is Capsule CRM solving and how is that benefiting you?** The sales pipeline and tracking features are useful. ### 18. The perfect CRM to start and scale with **Rating:** 5.0/5.0 stars **Reviewed by:** Tom C. | Founder/Chairman, Small-Business (50 or fewer emp.) **Reviewed Date:** December 06, 2024 **What do you like best about Capsule CRM?** Capsule wins for me on the cost of entry, both in terms of finance but more importantly in terms of the learning curve. You can get teams using it very quickly because it is very straightforward, but still quite feature-rich. That's why it has been the CRM system I've introduced in a few businesses now, and I continue to use it in my current business with a distributed team. The sales pipeline gives useful visualisation and the project boards are very handy too. Customer support has always been absolutely first class with real humans answering emailed queries very rapidly, and this further enhances the ease of onboarding. **What do you dislike about Capsule CRM?** Capsule might not be the right CRM for your whole growth cycle. It reaches a point where customisation becomes difficult and off the shelf integrations might not tick all of your boxes. This isn't so much a criticism of the platform, more an acknoweldgement of where it sits in the range of available options. **What problems is Capsule CRM solving and how is that benefiting you?** We use Capsule for three main purposes. 1. Tracking new business enquiries through to sales completion 2. Managing our marketing databases for email and events 3. Managing project workflows such as onboarding new partners The visualisation of sales and project workflows and the ease with which these can be customised, and specific action sequences embedded is really powerful. And the forecasting and analytics tools in the higher subscription brackets are also valuable. ### 19. Great CRM and inexpensive too! **Rating:** 5.0/5.0 stars **Reviewed by:** Chris H. | National Development Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 17, 2025 **What do you like best about Capsule CRM?** I have implemented this at 2 separate companies. It's so straightforward and easy to use yet can give you as much or as little information as you require. Obviously moving from spreadsheets to a CRM can seem daunting for some initially yet the Capsule team are on hand to support and will even endeavour to add features if it will benefit others which is heartening & refreshing. Suddenly, co-workers are wondering how they ever worked in an archaic fashion beforehand and you can pay monthly or annually which gives you flexibility if you have a chnaging workforce. **What do you dislike about Capsule CRM?** It would be great to have phone support yet the replies on email are quick and the team are always happy to schedule in a Teams for further support/guidance if required. **What problems is Capsule CRM solving and how is that benefiting you?** Giving us an overview of the sales pipeline so everyone knows what the true value of our business is. It also allows us to plan cash flow accurately as we can adjust the likelihood of winning projects so it's neither optimistic or pessimistic, just realistic. ### 20. Easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Tracey A. | Service Delivery Project Mana, Small-Business (50 or fewer emp.) **Reviewed Date:** June 02, 2025 **What do you like best about Capsule CRM?** Capsule is very easy to use and it is an intuitive programme to use. It is easy to create new customer or opportunities and log the necessary information agains them using the easy email link function. **What do you dislike about Capsule CRM?** Nothing to comment here as I have found this to be a great product **What problems is Capsule CRM solving and how is that benefiting you?** Tracking of customers and their opportunities that are in flight ### 21. It’s offer contact management Sales Pipeline Management Email Integration Task and Event Management **Rating:** 4.0/5.0 stars **Reviewed by:** Samuel J. | Business development representative, Small-Business (50 or fewer emp.) **Reviewed Date:** March 24, 2025 **What do you like best about Capsule CRM?** It’s helps ability to customize fields, tags, and categories to fit their specific business needs. Users praise Capsule CRM for its competitive pricing, which makes it an affordable solution for small businesses and teams. **What do you dislike about Capsule CRM?** the reporting features in Capsule CRM are limited and do not provide enough customization options. Sometimes experience occasional technical issues, such as connectivity problems or delays. **What problems is Capsule CRM solving and how is that benefiting you?** Capsule CRM's visual sales pipeline helps teams track leads, opportunities, and sales stages Capsule CRM helps teams build stronger relationships with customers by providing a centralized platform for storing and managing contact information. ### 22. Easy to adopt and easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Richard H. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** February 19, 2025 **What do you like best about Capsule CRM?** We looked at a number of alternatives to our former CRM but, reviewing it against our needs and budget, Capsule was head and shoulders above the alternatives for this small business. We have not regretted it! It was very easy to import our data and we were up and running in a few hours. It does everything we need, tracking opportunities, projects and storing our people’s data with no reservations. We have now adopted it in our businesses in the U.S. and Australia as well as U.K. **What do you dislike about Capsule CRM?** Not much to dislike. We probably aren’t using all its functionality yet. **What problems is Capsule CRM solving and how is that benefiting you?** Connecting opportunities to projects, and people to both of those. ### 23. Great CRM still developing all the time **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** May 30, 2025 **What do you like best about Capsule CRM?** Easy, intuitive processes and ways of tailoring the CRM to your own needs. Really great and responsive team that actively takes suggestions and implements them if they think it's a good enough idea. **What do you dislike about Capsule CRM?** Only a couple bits of functionality that would be really helpful. Definitely far from enough to stop us from using the CRM though, and we've made the suggestions to the team so hoping they'll be in place at some point. **What problems is Capsule CRM solving and how is that benefiting you?** Improving the way we hold information, allowing us to tag contacts and automate sometimes lengthy processes that we otherwise would have had to manually. ### 24. Probably best CRM/marketing suite for non-tech SME owner/Freelancer **Rating:** 4.0/5.0 stars **Reviewed by:** Jan F. | Manging Director, Small-Business (50 or fewer emp.) **Reviewed Date:** November 27, 2024 **What do you like best about Capsule CRM?** It's simple, easy-to-learn and easy-to-setup, what is a key factor for any freelancer or small business ower trying to heard the cats. If you have business need for an ovepowered sophisticated tool - and have dozen K of EUR to pay for setup - you probably should go for big names. Any other option, I see the best ROI here. But the real win here is the CUSTOMER SERVICE - anyone who had the experience as SME client will definetly appreciate that. I was won back after I gave up due to some technical errors. They solved it, they fixed it - despite me switching to a free plan. **What do you dislike about Capsule CRM?** Some features could be shown more clear way (like project management board logic, which, when understood, became my favorite one). There are some features missing - the tag tree should be a tree, not a bag-of-holding where you throw litteraly anything (same with documents). The contact /organization fields should have kind of "categories" - having them as a flow-of-mind is a bit hard to use. Probably too simple for more advanced usage and growth marketing - but I haven't tested their marketing tool yet, so a "?" here. **What problems is Capsule CRM solving and how is that benefiting you?** managing the contacts, history, projects - all-in-one, at the not very sophisticated level. ### 25. No-frills CRM with great integrations and excellent customer support **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** July 27, 2025 **What do you like best about Capsule CRM?** The integrations with Zapier and web forms were easy to set up, and when we got stuck on a complex query, the customer support was quick and helpful. **What do you dislike about Capsule CRM?** The email templates on the basic plan are a bit limited, I was expecting more than 5 templates and rich formatting. There is an additional service as an upsell that does all that. **What problems is Capsule CRM solving and how is that benefiting you?** Lead management for a SaaS business. ### 26. Making Life So Much Easier **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Small-Business (50 or fewer emp.) **Reviewed Date:** March 13, 2025 **What do you like best about Capsule CRM?** It allows us to manage a mixture of clients, suppliers, volunteers and contractors in a way that is easy to learn and flexible. It is easy to implement and provides a quick way to search for data. The integration with my email system is a wonderful function. We are using the platform continuously during the working day. It allows us to respond to our client's questions and needs quickly and efficiently. Any queries we have are immediately dealt with by customer support. And as a registered charity, we are delighted by the discount on the monthly fee. **What do you dislike about Capsule CRM?** I can't find anything to put in this box. I love the platform. **What problems is Capsule CRM solving and how is that benefiting you?** Managing a diverse set of people as volunteers with only a small number of paid support hours available to us. Also streamlining our system. ### 27. Great organizational tool for a small business. **Rating:** 5.0/5.0 stars **Reviewed by:** Chris D. | Independent Sales Representative, Small-Business (50 or fewer emp.) **Reviewed Date:** May 20, 2025 **What do you like best about Capsule CRM?** I'm using the free version now and can already tell I'll upgrade to a paid version in the future. There aren't many products that give you the opportunity to test them and grow into their features. **What do you dislike about Capsule CRM?** I've had issues importing my contacts and customizing after the import. **What problems is Capsule CRM solving and how is that benefiting you?** Tracking tasks and tagging clients to help filter all my needs in one place. ### 28. I like Capsule **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Fine Art | Small-Business (50 or fewer emp.) **Reviewed Date:** September 18, 2025 **What do you like best about Capsule CRM?** Straightforward, easy to use and good help systems. **What do you dislike about Capsule CRM?** The interface could be more aesthetic but it is functional. **What problems is Capsule CRM solving and how is that benefiting you?** Keeping track of activities and the people I am contacting. Brings it all together and helps me sort very important info ### 29. Highly Functional CRM! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Manufacturing | Small-Business (50 or fewer emp.) **Reviewed Date:** May 06, 2025 **What do you like best about Capsule CRM?** I love the simplicity of the software, it does exactly what we need at a business of our size. **What do you dislike about Capsule CRM?** It doesn't allow for more options on setting up appointments like inviting other people to the meeting and, it doesn't give an option to create a Teams meeting. **What problems is Capsule CRM solving and how is that benefiting you?** It's allowing us to seperate different pipelines of revenue to assess how effective each sector of our group is. ### 30. Perfect for a SME **Rating:** 5.0/5.0 stars **Reviewed by:** Daniel B. | Head of Sales, Small-Business (50 or fewer emp.) **Reviewed Date:** May 02, 2025 **What do you like best about Capsule CRM?** Capsules UI is really easy to follow and makes daily diary management simple. You can manage a high volume of clients individually or as part of a team with multiple linked accounts which is ideal for a sales team. **What do you dislike about Capsule CRM?** We have found integration with other sales tools is limited unless you also sign up to Zapier **What problems is Capsule CRM solving and how is that benefiting you?** Allows us to manage multiple clients with key information and sales history. ### 31. Great & user friendly CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Dave C. | Administrator, Small-Business (50 or fewer emp.) **Reviewed Date:** August 11, 2025 **What do you like best about Capsule CRM?** I like how I organise my working day based on the tasks, it helps me diarise my day. **What do you dislike about Capsule CRM?** Anything I have disliked I have submit feedback about and they have provided me a way to work it, so there isn't really anything I don't like about it. **What problems is Capsule CRM solving and how is that benefiting you?** I can track past, present and future workloads. ### 32. Fantastic CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Mark B. | Business Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** November 13, 2024 **What do you like best about Capsule CRM?** As a soletrader, Capsule CRM features all the benefits required to manage my client data and workflow and I use it on a daily basis. Further to this, is the fact that the free version offers everything I need. Obviously, if the business grows and staff are taken on, I'll need to upgrade to a paid plan but I'll be more than happy to do that based on my exeprience of the free plan. One of the biggest uses of this CRM for me is periodic reminders of annual website hosting expiry dates, ensuring my client is always invoiced at the right time each year. I've never required customer support as the system is so easy to use. A highly recommended CRM solution. **What do you dislike about Capsule CRM?** Nothing - it has everything I need with ease of use to complement. **What problems is Capsule CRM solving and how is that benefiting you?** Client data management, time logging and calendar - it gives me asy access to client data at the touch of a button and periodic reminders on client website hosting expiry dates. It also allows me to log the time spent on a job for accurate invoicing. ### 33. Mult business user **Rating:** 5.0/5.0 stars **Reviewed by:** Richard H. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** January 08, 2025 **What do you like best about Capsule CRM?** I have used Capsule for over 10 years in 3 seperate businesses. I would say that having used complex CRM systems proclaiming to be the answer to all problems, Capsule is everything you need and nothing you don't. Ideal for SME businesses looking to scale. It has also been great to watch the platform grown. When I first used the tool it was a CRM in the truest sense, now it allows me to track and manage projects, pipelines and much more. **What do you dislike about Capsule CRM?** You can tag colleagues and comment but I would value a IM tool within the CRM. **What problems is Capsule CRM solving and how is that benefiting you?** Data management. Pipeline management. Project management. All my data in one very pleasent to use system. The UI is a joy. ### 34. Absolute Game Changer **Rating:** 5.0/5.0 stars **Reviewed by:** Angela P. | Ambassador, Small-Business (50 or fewer emp.) **Reviewed Date:** November 04, 2024 **What do you like best about Capsule CRM?** We've been using Capsule for about 10 years now and it is so easy to implement and create your own system. It's not only a CRM, it's a work horse taking away so many day to day admin tasks through it's integration with other softwares that we use. We use Capsule every day in our business and if we ever need to contact Customer Support they are very responsive and always helpful. They take on new ideas from us and always try to find a way to help us use the software in ways they hadn't thought of. Absolutely love Capsule and how it is helping our business. **What do you dislike about Capsule CRM?** There isn't anything I don't like about Capsule. I would love it if we could duplicate projects automatically, that would make our lives so much easier. **What problems is Capsule CRM solving and how is that benefiting you?** We have used a lot of Practice Management Softwares, however, they never seem to quite hit the spot of integration that Capsule does. We have been able to reduce our software packages through using the integrations. ### 35. Capsule - making CRM easy **Rating:** 5.0/5.0 stars **Reviewed by:** Jordan M. | Sales Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** May 14, 2025 **What do you like best about Capsule CRM?** Easy to use and a simple way of accessing, managing and storing your client data and potential sales leads **What do you dislike about Capsule CRM?** I cant see any negatives, using Capsule makes my job and managing my clients very simple **What problems is Capsule CRM solving and how is that benefiting you?** it enables me to keep on top of my workload and ensures I never miss a potential opportunity to sell. ### 36. Excellent, focused CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Chris O. | Founder / President, Small-Business (50 or fewer emp.) **Reviewed Date:** January 26, 2025 **What do you like best about Capsule CRM?** It's simple, easy to use, and focused on core CRM functionality instead of an "all-in-one" platform that does too much. **What do you dislike about Capsule CRM?** I love the platform. The only thing I would improve would be more responsive (faster) support. I've sometimes had questions that take a few days to get a response. **What problems is Capsule CRM solving and how is that benefiting you?** Capsule CRM works perfectly to handle leads, pipeline management, and sales process for my agency. I was previously using HubSpot but it was too busy with too many features that I didn't use like support tickets and social media posting. I wanted a CRM that was laser-focused on CRM functionality, and Capsule CRM is perfect for me. ### 37. Budget friendly CRM that packs a punch! **Rating:** 5.0/5.0 stars **Reviewed by:** A C. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** October 28, 2024 **What do you like best about Capsule CRM?** After experimenting with several different trials of other CRMs, I find Capsule to have great user interface and is easy to use. I like that it is more customizable and it integrates with helpful apps. I like that I can add people and opportunities directly from my gmail inbox. Capsule is great for organization without being overwhelming. It was super easy to set up and now I find we use it daily. The customer support is friendly and fast. It is great for my small agency. **What do you dislike about Capsule CRM?** I wish there were a way to change task views to see in a list with dates/day of the week divisions. Also, if it could directly integrate with google contacts for 2-way sharing that would be helpful (right now it is one-way). **What problems is Capsule CRM solving and how is that benefiting you?** Capsule CRM organizes my company's day, tasks, clients, and properties. With it's intuitive system, it easily links everything together and makes it easy to keep up with clients and on top of everything to be done. ### 38. Powerful CRM with Excellent Features and Seamless Integrations **Rating:** 5.0/5.0 stars **Reviewed by:** Yoav A. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** October 28, 2024 **What do you like best about Capsule CRM?** What I love most about Capsule CRM is its simplicity combined with powerful features. It provides everything I need to manage the sales process effectively, without being overly complicated. The value for money is exceptional, and the integration with my email marketing software is seamless, saving me a lot of time and effort. It’s the perfect tool for keeping everything organized and streamlined. **What do you dislike about Capsule CRM?** Capsule CRM is highly effective, but I feel the reporting options could be more customizable to allow for deeper insights. Additionally, while the interface is user-friendly, adding a bit more sophistication to the design would make it more engaging and visually appealing. A slightly more advanced and inviting UI could enhance the overall experience, especially for those who spend a lot of time in the CRM daily. **What problems is Capsule CRM solving and how is that benefiting you?** Capsule CRM has been invaluable in helping me manage and streamline my entire sales process. It keeps all my leads, contacts, and follow-up tasks organized in one place, reducing the risk of missed opportunities and ensuring that nothing falls through the cracks. The integration with my email marketing software has also simplified communication, making it easy to keep clients engaged and informed. Overall, it saves me time and effort while boosting productivity and allowing me to focus on closing deals and building stronger customer relationships. ### 39. Excellent CRM with great Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Cameron A. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 07, 2025 **What do you like best about Capsule CRM?** We use Capsule for a number of different applications making use of the Sales Pipeline and Project Boards. We have a seemless automation process setup that was eay to create on Capsule and ensures that all teams work cohesively and nothing is missed. QuickBooks Integration is a great plus also to see invoices associated with customer **What do you dislike about Capsule CRM?** The only small change I would make would be the population of Person and company fields can be quite repeptative however I understand the reasoning behind the **What problems is Capsule CRM solving and how is that benefiting you?** Communication between teams in the business to ensure all work is traceable and invoiced correctly ### 40. Immediately Impressed - Best fit for my needs **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** March 19, 2025 **What do you like best about Capsule CRM?** Isn't overly complicated for my needs. Contains exactly the functionality I need for my type of small business. Easy to navigate. Contains all the integrations I will need with a great range of third-party apps. Customer service has consistently been prompt, professional and answered my questions. **What do you dislike about Capsule CRM?** Nothing immediately comes to mind. If I could store my data in Australia that would be the icing on the cake. **What problems is Capsule CRM solving and how is that benefiting you?** Capsule CRM is providing the organisation I need for my business in terms of managing client and organisation contact details, sales pipeline opportunities and project status. It provides an important part of organising my business tasks and activities in a central place. ### 41. Simple and effective CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Sarah T. | Business Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** November 14, 2024 **What do you like best about Capsule CRM?** As a sole trader, Capsule CRM has been invaluable in helping me manage client information and streamline project workflows. It's kept me organised and on top of every detail, ensuring I never miss a deadline. The interface is intuitive, and it’s easy to access the information I need without being overwhelmed. The customer service team is fantastic—always warm, friendly, and ready to help with any questions. Capsule has truly simplified my business processes and taken a lot of the stress out of managing client relationships. Highly recommend! I have recommended Capsule CRM to a number of my clients for their businesses too. **What do you dislike about Capsule CRM?** Nothing to dislike about Capsule CRM.... **What problems is Capsule CRM solving and how is that benefiting you?** Capsule CRM helsp ensure my workflow stays on track and keeps all customer data in one place for simple and easy project management ### 42. A must for your business! **Rating:** 5.0/5.0 stars **Reviewed by:** Uthman M. | Technical Presales, Mid-Market (51-1000 emp.) **Reviewed Date:** March 21, 2025 **What do you like best about Capsule CRM?** It's very simple and easy to understand and work with. It allows you to keep up with changes on the move and works extremely well. **What do you dislike about Capsule CRM?** Makes using other platforms feel like effort **What problems is Capsule CRM solving and how is that benefiting you?** Allows us to more effect keep up with the many changes in our day to day operations and enables us to be ready and up to date without having to have extensive meetings. ### 43. Extremely fit for purpose **Rating:** 5.0/5.0 stars **Reviewed by:** Gordon H. | Treasurer, Small-Business (50 or fewer emp.) **Reviewed Date:** November 05, 2024 **What do you like best about Capsule CRM?** I am treasurer of a small charity and need to keep track of all the people who support us in our efforts to keep our village library open. Capsule could have been written just for us ! I can hold all the information I need, supporters names, email addresses, other contact details, and notes relating to their specific needs/requests. I can create various lists of names to contact for any given set of criteria and produce a file of email addresses very quickly and easily. **What do you dislike about Capsule CRM?** I have yet to find a downside. In 3 years of use I have only had to contact customer support once and got an immediate response which answered my query with minimal delay. **What problems is Capsule CRM solving and how is that benefiting you?** Keeping track of our supporters, their contributions and their status as regards Gift Aid. ### 44. Great, easy-to-use CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Rhiannon A. | Project Delivery Lead, Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2025 **What do you like best about Capsule CRM?** Managing opportunities, projects & tasks **What do you dislike about Capsule CRM?** Occasional glitches with link to Outlook **What problems is Capsule CRM solving and how is that benefiting you?** Ensuring all of the team have clear oversight of potential, planned and on-going projects. Easy to assign and track work- helping with efficiency client management. ### 45. Great daily CRM tool **Rating:** 4.5/5.0 stars **Reviewed by:** Ella H. | Sales Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** May 14, 2025 **What do you like best about Capsule CRM?** Good software, easy to use and navigate. Very helpful for keeping all of your customers and any info that you may need in one place. I like how you can add tags to each contact. I use this daily and would struggle without it! **What do you dislike about Capsule CRM?** There isn't much that comes to mind about what I dislike regarding Capsule **What problems is Capsule CRM solving and how is that benefiting you?** Keeping all customers in one place and easily being able to track any contact with them ### 46. 10 years and counting **Rating:** 5.0/5.0 stars **Reviewed by:** Arnaud M. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** February 06, 2025 **What do you like best about Capsule CRM?** It's an easy to understand, flexible and simple platform that fulfills the needs of a small business without the complexity of more powerful CRMs that would just add to the confusion. **What do you dislike about Capsule CRM?** The simplicity sometimes gets in the way of accomplishing certain tasks, but honestly as a 10 year + user I find it pretty seamless and unintrusive, which says a lot about the platform. **What problems is Capsule CRM solving and how is that benefiting you?** It helps me manage projects, keep track of opportunities and follow-up with leads easily and seamlessly. ### 47. Super easy, love it **Rating:** 5.0/5.0 stars **Reviewed by:** Susanne A. | Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** January 08, 2025 **What do you like best about Capsule CRM?** It's so easy to use, we absolutely love it. It took a few minutes to set-up, I use it daily and like the project / pipeline features. I'd highly recommend the product for start-ups or scaling businesses. The possible level of customisation, search functionality, reminders etc - all very straightforward. Don't have to be a CRM-pro to use it. Team have not wanted to use CRM systems before but successful pilot with Capsule convinced them it's a good thing! **What do you dislike about Capsule CRM?** I've struggled to get the email integration to work, but think that's more user error than an Capsule issue! **What problems is Capsule CRM solving and how is that benefiting you?** Keeping track of pipeline of enquiries, sales leads, contact details. Before this we didn't know who was talking to whom, what was talked about, let alone remind ourselves to chase up actions etc ### 48. Like a tin of Ronseal and more **Rating:** 5.0/5.0 stars **Reviewed by:** Chris R. | Founder Director, Small-Business (50 or fewer emp.) **Reviewed Date:** February 07, 2025 **What do you like best about Capsule CRM?** Easy to use. For project related businesses it's ideal for managing pipeline and customising probability of your own stages, regarding success (completion). Oh and there is always a human being giving you immediate support rather than a chat-bot. Mobile app also helps when out and about **What do you dislike about Capsule CRM?** Not alot to be honest. Still thinking.... **What problems is Capsule CRM solving and how is that benefiting you?** Lots of projects stage related and completion related. Helps me move things along between the various stages. Task functionality and integration with 365 helps also ### 49. Customer interaction **Rating:** 4.5/5.0 stars **Reviewed by:** Dynsainy Y. | Photographer, Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2025 **What do you like best about Capsule CRM?** Assing tasks and reminders to team members. Track sales opportunities and manage pipeline. **What do you dislike about Capsule CRM?** Some users may find Capsule CRM’s customization options limited especially for complex workflows. **What problems is Capsule CRM solving and how is that benefiting you?** Store and organize customer and prospect information. Capsule CRM atomates tasks and remainders, freeing up time for sales teams. ### 50. Game changer for relationship building! **Rating:** 4.5/5.0 stars **Reviewed by:** Michelle H. | Senior Channel Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 25, 2024 **What do you like best about Capsule CRM?** Really easy to use, it just flows. Love the outlook add in feature for attaching emails. Was quick and straight forward to implement. Use it constantly now to build a customer profile and document previous conversations and set tasks to remind me to follow up. **What do you dislike about Capsule CRM?** Found the automation a bit too much for what we wanted but I think that this is an issue from our side, until we determine what we actually want and how we want to use it. **What problems is Capsule CRM solving and how is that benefiting you?** Aware of the action of others so when speak to a customer can refer to a colleagues conversation, no overlap. Remebering to complete tasks and contact clients at a later date. ## 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=3§ion=pricing&secure%5Bexpires_at%5D=2026-07-20+16%3A38%3A23+-0500&secure%5Bsession_id%5D=f90e8384-e1a9-442b-81ac-5f3e6194ea0b&secure%5Btoken%5D=5c33a4ee9f0966e626dd5372ce3709b66136f10af44eff8bdf693ff200bcedea&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 **Marketing Automation** - Email Marketing - Lead Management **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Mobile & Social** - Social Collaboration Features - Mobile User Support **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Generative AI** - AI Text Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## 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 (24,670 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,271 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (3,046 reviews)