I love how clean and intuitive the UI is. I previously used HubSpot and found it so busy! Capsule is clean, simple, and customisable.

I'll be honest, I'm not a top-tier customer in terms of subscription for the platform, however I recently contacted customer support with an issue and they got back to me within a couple of hours with a resolution. Review collected by and hosted on G2.com.

f I had to mention one challenge, it’s that any CRM—Capsule included—requires regular upkeep across the team to stay truly valuable. That’s not a flaw in the product, just the nature of managing customer relationships effectively. Capsule makes this as easy as possible, but it’s still something to keep in mind for team adoption. Review collected by and hosted on G2.com.

The UX is smooth, it's easy to find what you are looking for and there is no bloat. I have used Salesforce, Zoho and Hubspot and they all felt like so many features were behind yet another upgrade paywall, where Capsule is pretty straightforward, the theirs are largely just for the size of the team, advanced features are there if you want them but not being forced on you.

It was easy to set up (took minutes) and import my data, set up GTM strategy, pipeline, email templates etc... I use the CRM daily for marketing, tracking deals and setting tasks.

When I did have an issue, I got a response from support within minutes and the issue was resolved within hours, much faster than expected. Review collected by and hosted on G2.com.

I would say the Dropbox integration can be buggy / break at times, in-house storage would be ideal. Review collected by and hosted on G2.com.

It’s hard to pick just one thing. Capsule CRM has powerful features with more being added, but it is also simple to use and flexible to configure to your business sales process.

Since adopting it, we’ve had a much better understanding of our pipeline and leads as our team has grown. Review collected by and hosted on G2.com.

Nothing significant comes to mind, as new features get developed the project just keeps getting better. Review collected by and hosted on G2.com.

Capsule fits our needs as an SME with about 27px. Its compact enough to offer a level of usefulness without long, cumbersome form filling at every stage. Its integration with Outlook also saves considerable time. Setting up additional colleagues is easy and training is straightforward. By using the capsule in the background every day, very little is missed.

Customer support has been outstanding from day 1. Review collected by and hosted on G2.com.

Payment milestones often include unequal and untimely payment plans. Capsule doesnt seem to be able to log this sort of schedule Review collected by and hosted on G2.com.

Capsule CRM is an excellent tool for your contacts. Navigating it was very easy for me even though I haven't used a similar platform ever before. Now I frequently use it every day in my work and I'm very satisfied. I also want to mention its integration to Transpond, which was seamless for me. Since I am a marketing specialist, Transpond is a must for creating mailing lists and launching email marketing campaigns. Review collected by and hosted on G2.com.

Capsule CRM is great as it is, so far I haven't found anything I disliked about it. Possibly the integration would be easier if you could choose which segment you want to import to Transpond, and not all of your existing contacts in Capsule. Review collected by and hosted on G2.com.

Having all your data organized in one place makes everything so much easier to use. Review collected by and hosted on G2.com.

The learning curve is quite steep, but once you get the hang of it, everything falls into place. Review collected by and hosted on G2.com.

- Straightforward to use

- Integrations - Connect your outlook and other platforms

- Pay per person - so you are not tied into a contract

- Suitable for all scale business

- Quick Customer Support Review collected by and hosted on G2.com.

Nothing. Sometimes the system can be a little slow but its not very often this happens Review collected by and hosted on G2.com.

I love the fact that calendar, email, and phone contacts integration works seemlessly with apps, and desktop applications. Its very easy to set up and creat custom fields, suitable for your business. Customer support is great also, very quick to respond to queries or help that you might need. I use it daily for keeping track of leads. Integration with accounts systems are also great saves alot of double inputting of when leads are converted to customers. Review collected by and hosted on G2.com.

There are few downsides to the software, there was once a glitch with phone integration but this was sorted out Review collected by and hosted on G2.com.

1. It's easy to use and quick to setup

2. It makes easy to manage client contacts deal pipelines and follow ups

3.Makes the workflows well organized without any complexity\

4.Email integration helps managing clients. Review collected by and hosted on G2.com.

1. Advanced customizations are limited

2.Reporting could be more detailed Review collected by and hosted on G2.com.

We had several different pieces of software including an email marketing system and a couple others that was making out our CRM system and we wanted to move all this under one roof. Capsule was very easy to move over to, we wanted to tailor it to our business and they helped a lot with that in terms of customisable datatags and custom fields etc... The import was very simple as well. We are really enjoying using it, particularly for the Sales Pipeline and Tracks making life a lot easier in terms of task allocation and distribution. We are also using Transpond, the email marketing platform that has a direct integration with Capsule, and this has been great too. Review collected by and hosted on G2.com.

The Organisation vs Contact can sometimes get a little confusing purely because we are using organisations as client families. Also that fact that you can automatically move someone from the Sales Pipeline to a Project Board when won is great, but it would be beneficial to also be able to automatically move Projects between Projects Boards when tasks are completed. Review collected by and hosted on G2.com.