CRM is easy to pick up, the interface is user friendly and you do not get lost in multiple tabs. The Capsule extension with your email address makes taking client information much easier as well. Review collected by and hosted on G2.com.

I have had no issues at all with Capsule CRM to date Review collected by and hosted on G2.com.

One of the most helpful things about Capsule CRM is how easy it is to filter different lists. For example, I export lists of schools, contacts, and projects every day. The custom fields make this even simpler, and they help me generate lists that include exactly the information I need. Review collected by and hosted on G2.com.

Not having a “select all excluding” option for my tasks in List view is frustrating. We use one task category to add bookings to our calendar; however, that means those bookings end up mixed in with our regular tasks. We have a LOT of task categories, so it’s really time-consuming having to select every task except a single one. It would be great to be able to select all tasks but exclude a specific category. Review collected by and hosted on G2.com.

I love the fact that we can log leads for our sales team, track the lead and when won (or lost) we can simply update it.

From a sales administrator point of view this helps me to track leads, check progress rather than another excel document , post it notes or any other manual method. We use it daily and our managers are using it for reporting purposes.

It was easy to use and set up as created by our managers.

I cannot comment regarding customer support with the exception of one time passcodes, logging in or resetting passwords is automated Review collected by and hosted on G2.com.

My most disliked feature is when editing something in the pipeline you receive different information depending where you click. The "edit" button depends on what you clicked previously i.e if you click the proposals company name or product. The outcome is slightly different Review collected by and hosted on G2.com.

It’s a great system for tracking business through each stage of the process. It’s clear, well organized, and user-friendly. Review collected by and hosted on G2.com.

I’m not sure there’s anything that really springs to mind here. Review collected by and hosted on G2.com.

I like how easy to use Capsule CRM is, which makes my business processes easy to manage. The pricing is also a positive aspect for me. Task management within Capsule CRM is another feature I appreciate, as it allows me to keep all outstanding tasks about a client in my task list and create opportunities in the sales process. The initial setup was a breeze and very easy, which made it a smooth transition from our previous product. Review collected by and hosted on G2.com.

Not many third-party integration options available. Integration with Calendly without using Zapier. Review collected by and hosted on G2.com.

I like that Capsule CRM keeps our team aligned with project progress and all our accounts in one place, which is really helpful. I appreciate that it involves a constantly improving workstation and ensures everything is in one place. The custom fields feature is great too, as it allows us to organize our organizations into an easily digestible format. It's super useful for maintaining our workflows efficiently. Review collected by and hosted on G2.com.

Linking people to multiple organizations. Review collected by and hosted on G2.com.

I really like how simple and easy Capsule CRM is to use. The clean interface doesn't feel overwhelming, making it easy to find everything, which saves time in day-to-day work. I appreciate how straightforward it is to manage contacts and track deals. The pipeline view is really helpful for quickly seeing which deals need attention and what stage they're in, making tracking progress much simpler and avoiding missed follow-ups. Review collected by and hosted on G2.com.

One thing I noticed is that it takes a little time in the beginning to get used to all the features. Some options aren’t very obvious at first. Also, a bit more guidance or tutorials would make onboarding easier. Review collected by and hosted on G2.com.

I find the UI of Capsule CRM quite intuitive, which makes it easy to navigate and keeps things efficient. The information is displayed clearly, allowing me to update records without getting into too much nitty gritty, making the whole process quicker. I appreciate slick and modern user interfaces because they help me complete tasks more swiftly and efficiently. Additionally, the initial setup of Capsule CRM was very easy, with a straightforward import process that made getting started a breeze. Review collected by and hosted on G2.com.

I think some of the integrations are very powerful. However, in my experience, some of them have not quite hit the mark. Specifically, offering integration with quoting and proposal building software. Review collected by and hosted on G2.com.

I like Capsule CRM for its genuine simplicity and usability, perfectly tailored for our small B2B team. The initial setup was incredibly fast and straightforward—by far the easiest CRM experience for us. It only took a day for our team to use it properly with no need for endless training or confusing workflows. The clean and intuitive interface stands out; I can effortlessly find contacts, update deals, add notes, and check follow-ups without having to hunt through menus. The straightforward layout allows me to access a contact or a company in just two clicks, saving valuable time that I can spend talking to prospects and clients. I also appreciate how I can quickly update deals by simply dragging and dropping opportunities through the pipeline, making it easy to keep our CRM up to date even when we're always on the go. Review collected by and hosted on G2.com.

Automation is solid for simple follow-up tracks, but more advanced workflow rules are clunky or just not available. Things like auto-assigning deals based on source or triggering updates across related records take extra steps or aren’t possible natively. Review collected by and hosted on G2.com.

The contact imports have improved and are alot faster Review collected by and hosted on G2.com.

I think they are moving well. It would be nice to segment the pipeline better Review collected by and hosted on G2.com.