Being able to keep track of all the people I meet, nice and easily, in a low-cost solution that enables me to connect others and look for groups of people at a couple of clicks is amazing. Review collected by and hosted on G2.com.

The link up with Transpond is great, but that's not a brilliant email marketing platform. A closer tie in there, something, an improved system there, would be amazing. Review collected by and hosted on G2.com.

I like how easy it is to find previous liaisons with the schools and the AI feature explaining it on the school page. I also found the initial setup of Capsule CRM to be very easy, which is a huge plus for me. Review collected by and hosted on G2.com.

Sometimes the layout of the tasks could be laid out better so I know what is immediately more important. Review collected by and hosted on G2.com.

We’re genuinely really glad to have found Capsule for our CRM needs after spending a long time searching for the right solution. We tested several systems, but many were either too basic or far too complicated. Capsule struck the perfect balance between being powerful and easy to use.

The clean, intuitive interface was a big deciding factor for us. It’s simple to pick up and a pleasure to use day to day. The global word search in particular is brilliant — it feels like an extension of our own computer and allows us to instantly find contacts, emails, notes and history without any hassle.

It’s been very fast and reliable, with none of the lag or downtime frustrations we’ve experienced with other CRMs. It’s also easy to get new team members up and running, with a short and straightforward learning curve.

Managing our client database and relationships is now far more organised and efficient, and the pipeline and forecasting tools give us great visibility when planning ahead. The reports, goal setting, task management and reminders have made a noticeable difference to how we stay on top of things.

We also really appreciate how flexible the custom fields and tags are, which lets us tailor Capsule to how we actually work. The email and calendar integrations fit neatly into our daily workflow and save a lot of admin time.

On top of all that, Capsule offers excellent value for money, especially when compared with bigger enterprise CRMs. We’ve also had a great experience with customer support — always responsive and helpful. Overall, it feels spot on for a growing business: powerful enough to scale with us, without ever feeling overwhelming. Review collected by and hosted on G2.com.

None so far as it works perfectly for us. But looking ahead perhaps in the future some form of integration ability with accounting softwares Review collected by and hosted on G2.com.

Setting tasks is easy and the daily email reminder allows me to plan my day at the start. Review collected by and hosted on G2.com.

Like all CRM's you have to remember to update records and add notes. Review collected by and hosted on G2.com.

Integration with Outlook and Transpond, as well as task management. Review collected by and hosted on G2.com.

It takes time to understand the tracks capability and then to build the tracks. Review collected by and hosted on G2.com.

I love how it keeps me on track with all my projects, and how easy it makes it to share feedback with the team. Review collected by and hosted on G2.com.

There isn’t much I’d change. On the occasions when I’ve spotted something that could maybe be tweaked, the team has been open to looking into it and considering changes. I previously used Hubspot for eight years, and I’ve found the move to Capsule to be very good. Review collected by and hosted on G2.com.

I really appreciate the simple Tasks tab, every other CRM I've tried to setup has their own terminology for tasks and a complicated system that takes days or even weeks to adjust to using. Review collected by and hosted on G2.com.

I'd it's greatest strength is also its weakness, it's simplicity makes applying it to your specific business take some intuitive use of features. But that still takes less time to set up than any other CRM and it works just fine. Review collected by and hosted on G2.com.

Capsule CRM is very easy to use and great for beginners.

It helps small businesses stay organised and focused.

The interface is clean, modern, and pleasant to work with.

Capsule CRM makes tracking customers simple and clear.

It works perfectly for managing tasks and daily activities.

The mobile app is fast, practical, and ideal for work on the go.

Capsule integrates well with popular tools like Gmail and Google Calendar.

It helps teams communicate better and stay on the same page.

Capsule CRM saves time by automating repetitive tasks.

It offers excellent value for money, especially for small companies.

I use Capsule CRM to keep records of all my tutoring students, and it works very well. Along with their contact details, I can create a note for every lesson and easily attach a PDF or JPEG file, which is extremely useful in the tutoring business. All students are neatly organised and can be found quickly whenever needed. Adding new students is simple, and removing those who no longer need the service is just as easy. Review collected by and hosted on G2.com.

Capsule CRM would benefit from a small enhancement that allows users to enter a parent’s email and mobile number for child customers without needing to create custom fields, which many less-experienced users find difficult to set up. Review collected by and hosted on G2.com.

I like that Capsule CRM is very simple to use, which makes it easy for us to log information to follow up on leads and tasks. The tracking system on opportunities works well for us, especially since we use it for each course booked. Review collected by and hosted on G2.com.

I find that uploading documents sometimes doesn't allow me to drag and drop onto the opportunity. Review collected by and hosted on G2.com.

Simple functionality, yet has everything we need to share contacts

Reminders, tasks, contacts, opportunities.

Setting forward reminders by including to-do+7 in an email bcc, for example

Integration with other systems is a big bonus, it was easy to implement both desktop and mobile versions, and we use it daily Review collected by and hosted on G2.com.

We don't use the funnel functionality, but that's more because of the nature of our business (bespoke consultancy) Review collected by and hosted on G2.com.