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.

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.

With new features consistently being added - like the AI summaries and ability to see timelines for projects, Capsule shows it is really listening to users and improving their software to meet our needs. Review collected by and hosted on G2.com.

We're in contact with the team at Capsule and report any issues - things like not being able to sort projects easily or show them in chronological order is an issue for us. Review collected by and hosted on G2.com.

It's easy to get started with, and grow along the way. Friendly and calm interface providing just the right amount of information at all times, while be fairly flexible and customizable. While it doesn't always get the latest integrations right away, the ones that are available seem to do the job. It's a good value for the price, and you can easily upgrade (or downgrade) as you need to. Great webinars regularly addressing evergreen and emerging topics. It's zippy and fast in the browser (unlike certain accounting software cough...quickbooks) The latest AI features and future MCP support are the cherry on top of a product that still feels like you're driving. Review collected by and hosted on G2.com.

Sometimes I'd like to see features added faster, especially ones that help you manage, organize and maintain over time. These are mostly user maintenance issues. The API DOES allow you to perform lots of overhaul on the backend, which is a nice workaround to implementing new UI that needs to accommodate lots of people, so it's a good trade off. Review collected by and hosted on G2.com.

This CRM is very easy to use and easy to set up as someone with no prior CRM use. The opportunity feature enables us to keep on top of tasks per case. Also, the filtering options are helpful when trying to complete tasks at the same time and covering others' tasks when they are not able to work. I also love that you are able to set email templates and the amount of information in one space you can easily access in seconds makes it so efficient. Along with this, when dealing with any issues, the support team are amazing at dealing with issues straight away Review collected by and hosted on G2.com.

I do wish more templates were available sometimes in the subscription but it is not a big put-off. Also, when putting opportunities on for someone with a limited company, I can't put this opportunity for them on in personal name. Review collected by and hosted on G2.com.

What I like best about Capsule CRM is its flexibility and ease of use. The ability to customize pipelines and tasks allows us to align the system with our specific workflows, including creating multiple pipelines for different needs. I also value the complete client history—enhanced by the AI summarizer—which gives anyone taking over a contact instant context and ensures seamless continuity. Review collected by and hosted on G2.com.

I don’t like that we can’t separate milestones or tracks by pipeline. They all show up no matter which pipeline I’m adding an opportunity to, which makes it harder to keep things organized. Review collected by and hosted on G2.com.