The best thing I like about this platform is its simplicity. Unlike many others CRM platforms out there this platform can feel very much reliable, this is focusing more on core functions of small and mid-size business who actually need: from contact management, sales pipeline tracking, task management, and customer relationship tracking this platform has a very much clean interface and intuitive, it is also easy to set up and doesn't require an extensive training for our new users. Their visual sales pipeline is particularly useful because it provides a clear view of deal progress sales team quickly identify opportunities that need attention. And integration with outlook and other business applications is improves our day-to-day productivity. Review collected by and hosted on G2.com.

This platform excels search simplicity, it may feel limited for organisations when they are looking for advanced marketing automation, deeper analytics data, or even enterprise level customization. Businesses with high complex sales process may eventually require additional tool or integration. Reporting feature is also very much effective for everyday sales management but it's not as deep as larger CRM platforms which offers advanced forecasting, attribution analysis and business intelligence capabilities. Review collected by and hosted on G2.com.

Email allocation to clients and projects is brilliant and easy to use. The pipeline is ideal, and it really streamlines and organises my work. Review collected by and hosted on G2.com.

As a sole trader, I don’t use some of the functionality, so it would be good to have the option to pay less for less. I’d rather be able to bolt on the bits I actually need, instead of paying for features I don’t use. Review collected by and hosted on G2.com.

It’s very easy to use. It lets me manage a large client base across different industries, with multiple pipeline stages. The pricing is very reasonable, and it includes a lot of functions that other brands would charge a fortune for. I also like the flexibility to build my own dashboard and give the team clear visibility. Review collected by and hosted on G2.com.

It would be great to be able to track all Outlook emails. Right now the process is a bit too manual, and it doesn’t capture everything. Review collected by and hosted on G2.com.

Capsule was easy to set up (loading data from Excel), easy to customise (e.g. put in our own terminology and fields) and easy and intuitive to use. Great integration with marketing automation tool and now a load of new AI efficiency tools. Not gimmicky but tools that actually help. Review collected by and hosted on G2.com.

Compared to salesforce which I used in my last firm there is nothing I dislike about Capsule. Review collected by and hosted on G2.com.

I find Capsule CRM very intuitive and useful for organizing contacts at our travel company, including suppliers, direct clients, and B2B contacts. I really appreciate how we can organize contacts and create all the possible tags we need, which helps a lot with keeping things clear and easy to search. Sending emails directly from the system is a big plus, and I like having email templates ready to go within the system. The clear display of adding contacts under a company, showing different people working there along with their titles, makes it all neat and organized. Additionally, keeping all conversations up to date is great for team coordination. The initial setup has always been smooth, adapting well to our needs. We also use it to keep a record of our sales in pipeline and the ones that are taking palce and finaihed and have a good organisation of our numbers there. Review collected by and hosted on G2.com.

WhatsApp integration. Maybe better way to download information more clear, a bit more personalized to our business. Would also like a way to keep more records but separate from the rest of information- for example we sre a company that sells luxury vills so we could have separately Villa Owners, Prospect villas and destinations, Direct clients and b2b agencies which is the majority we do so we use it like that. But if we could have it separatly that would be more organised and better. We can adapt it now, but it could be more clear. Review collected by and hosted on G2.com.

I have been using the Gmail syncing and I LOVE IT! And one of my clients has recently adding Transpond as their email system and so far so good, seamless and simple. Review collected by and hosted on G2.com.

I would like to download the email address of newly added contacts on a weekly basis as a CSV file. Review collected by and hosted on G2.com.

I used Capsule CRM in a previous role to manage contacts and track sales opportunities. The UI is very clean and easy to navigate, which made onboarding quick even for non-technical users. It was simple to add contacts, update deals, and keep notes organized. It also integrates well with basic tools like email, which helped keep communication and CRM data aligned. Review collected by and hosted on G2.com.

While the platform is easy to use, some of the more advanced features feel limited. The reporting and automation options are fairly basic, and the available integrations aren’t as extensive as those offered by larger CRM platforms. For more complex workflows, I sometimes had to rely on manual work to get everything done. Review collected by and hosted on G2.com.

Simple to use and good value for money. You can also connect it to other platforms like LinkedIn. Review collected by and hosted on G2.com.

Ever though it is simple it takes some time to get your head around it as there are multiple ways of doing the same thing (however I would rather than at it gives flexibility on how you manage your projects, clients and sales pipeline) Review collected by and hosted on G2.com.

I find Capsule CRM relatively easy to use and set up. It's fairly easy to modify the setup and tailor it to specific needs. There isn't a long learning curve, so you can understand how to use it right out of the box. Its ease of use and flexibility make it valuable for my work. Review collected by and hosted on G2.com.

It's not quite as powerful as larger CRMs, that might be out there like Salesforce. And the integrations are not as strong. There aren't as many integrations as there are for some of the larger CRM options that are out there. But there are workarounds and the number of integrations they have are increasing on a regular basis. Review collected by and hosted on G2.com.

It integrates easily with my bookkeeping and other software. Review collected by and hosted on G2.com.

Sometimes get lost when attaching notes/emails to clients/organisations/opportunities/projects - I want them to be available in all if I put it in one. Review collected by and hosted on G2.com.