I appreciate how Capsule CRM has significantly improved our efficiency by centralizing all our client information and sales data, making it much easier to navigate than our previous Excel spreadsheets. The reporting functions are especially valuable as they integrate seamlessly with Google Data Studio, enhancing our data analysis capabilities. I love how intuitive and user-friendly the interface is, allowing our sales team to efficiently track opportunities and pipelines. The customization options are a standout, particularly the ability to edit opportunities and add custom fields, which enable us to adapt the CRM to fit our unique business terminology. This feature keeps our processes streamlined and tailored to our specific needs. I also had a great experience with the setup process, which was straightforward thanks to our helpful account manager, Keith. His support through Teams meetings made the transition smooth and easy. Overall, Capsule CRM does exactly what we need it to do, with features that are both functional and adaptable. Review collected by and hosted on G2.com.

I don't like needing to use expensive third-party software like Zapier for integration. It would be beneficial to have direct integrations with systems such as APTEM, Survey Monkey, and Force 24. Review collected by and hosted on G2.com.

The tracks are really useful for repetitive projects which require the same tasks as they ensure that you don't forget various steps and set automatic reminders based on the completion of the previous task. Review collected by and hosted on G2.com.

Would be great to be able to convert a won sales pipeline project into a project rather than having to set it up again (although this may be an option with a higher upgrade than I have access to). Review collected by and hosted on G2.com.

Very easy to use and incredibly versatile. Review collected by and hosted on G2.com.

Nothing, everything has been absolutely spot on. Review collected by and hosted on G2.com.

Tracking and optimising the customer journey from initial contact to engaging in business. Also the integrations are fantastic, particularly with Transpond, from which you can set up automations and send targeted email campaigns to contacts and clients. Review collected by and hosted on G2.com.

The only thing I can think of is maybe slightly more customization in terms of the client data layout and the forms that you can set up. And some movement between the people/organisation, opportunity and project aspects of the CRM. Review collected by and hosted on G2.com.

I love that Capsule is easy to use and navigate. I also love the ability to access lots of information and share it with our team. This allows us to provide expert care to our clients. My favorite feature is the ability to set tasks and reminders. It helps me to be the best I can be and to prevent important tasks from getting lost. Review collected by and hosted on G2.com.

I do not see a down side to Capsule. Maybe being able to list two customer names instead of one on the search. Review collected by and hosted on G2.com.

The CRM has a simple and easy to navigate top dashborad Review collected by and hosted on G2.com.

Sometimes when linking outlook emails it will link the emails to the contact rather than the opportunity then I have to go back and link it correctly Review collected by and hosted on G2.com.

Easy to use, good customer support and well priced Review collected by and hosted on G2.com.

mail merge via transpond - expensive and ot so great Review collected by and hosted on G2.com.

Extremely intuitive and easy to use CRM platform. Solid integrations with key systems. Does the basics very well for a CRM. Review collected by and hosted on G2.com.

The free tier is slightly limited scale-wise, however the low-cost plans open up the system significantly and are very reasonably priced. Review collected by and hosted on G2.com.

I found Capsule very easy to navigate and genuinely user-friendly. Having used other CRMs before, this one is by far the simplest to use. The interface is clean and everything just makes sense; it really feels like it was built with the user in mind. The customer service team are also super responsive, and any queries I’ve had have been resolved very promptly. Review collected by and hosted on G2.com.

I haven’t had any significant issues with Capsule. If I’m being really picky, the search can be a bit frustrating because you often have to type more letters than expected before it finds the right client records. Review collected by and hosted on G2.com.

I appreciate Capsule CRM for its user-friendly database capabilities, allowing me to efficiently record sales call notes, manage contact details, and track projects. I find the simple layout ideal for our small sales agency business, as it's intuitive and not burdened with unnecessary features that can make other CRMs feel clunky. The smooth functionality with its mobile app is particularly beneficial, as it allows me to quickly access information and reference old notes on the go. The affordability and ease of setup were significant advantages, enabling our small business to implement the CRM painlessly in less than a day. Capsule CRM's streamlined approach aligns perfectly with our team's needs, offering an uncomplicated yet powerful solution for organizing our sales operations. Review collected by and hosted on G2.com.

A feature to mark contacts as 'no longer at company' or 'retired.' Review collected by and hosted on G2.com.