Verified User in Arts and Crafts
UA
Verified User in Arts and Crafts
Mid-Market (51-1000 emp.)
"Easy to Use with a Great Task Creation Tool"
4.5/5
What do you like best about Capsule CRM?

The ease of it's usability and the task creation tool Review collected by and hosted on G2.com.

What do you dislike about Capsule CRM?

The manual way you have to add in contacts Review collected by and hosted on G2.com.

Ziyanda P.
ZP
Ziyanda P.
Logistics Agent
Small-Business (50 or fewer emp.)
"Helpful Reminders and Easy Contact Search"
5/5
What do you like best about Capsule CRM?

I really enjoy the reminders and the ease of finding contacts Review collected by and hosted on G2.com.

What do you dislike about Capsule CRM?

I dislike that it'll allow for contacts to be duplicated. Review collected by and hosted on G2.com.

Eric P.
EP
Eric P.
Managing Partner
Small-Business (50 or fewer emp.)
"Simple, Efficient and Effective "
4.5/5
What do you like best about Capsule CRM?

More and more I need tools that create space for me to do the things that make me come alive! Capsule is an essential partner in that pursuit. Review collected by and hosted on G2.com.

What do you dislike about Capsule CRM?

Would love to integrate Claude into the Capsule experience. Review collected by and hosted on G2.com.

Ross H.
RH
Ross H.
"Reliable CRM with Simple Interface and Quick Support"
4/5
What do you like best about Capsule CRM?

I appreciate how Capsule CRM has been instrumental in maintaining a detailed record of conversations and opportunities with customers and prospects. The platform continues to surprise me with new features, such as email templates, which have significantly streamlined my communication process, saving time and effort. I find the simplicity of Capsule CRM to be its standout feature; it just works without unnecessary complications. Additionally, I have had a positive experience with the support team, who provided a quick and effective response to resolve my issue. The ease of initial setup was also impressive. It's notable that Capsule CRM integrates seamlessly with my Gmail account, further enhancing its usability and convenience. Review collected by and hosted on G2.com.

What do you dislike about Capsule CRM?

I notice that there's a lot of functionality in Capsule CRM that I'm probably not using. It would be helpful to have tutorial videos to learn how to use these additional features effectively. Review collected by and hosted on G2.com.

Ahmed O.
AO
Ahmed O.
Director
Small-Business (50 or fewer emp.)
"Exceptionally Intuitive, Clutter-Free Interface That Makes Relationship Management Easy"
5/5
What do you like best about Capsule CRM?

The user experience is exceptionally well executed. The interface is clean, intuitive, and free from unnecessary clutter, which allows me to focus on managing relationships rather than learning complicated workflows. Navigation feels natural, and even advanced functions are easy to locate without needing extensive documentation or training. Review collected by and hosted on G2.com.

What do you dislike about Capsule CRM?

It counts person & organisation as two separate contacts which is a bit odd. Review collected by and hosted on G2.com.

Response from Rachel Brocklehurst of Capsule

Thank you so much for taking the time to leave a review. We're really pleased to hear how simple and intuitive you've found the system. If there's anything that would make your Capsule-life easier/better our team would love to hear it, please reach out to support@capsulecrm.com

Sadie M.
SM
Sadie M.
"Effortless to Use, Highly Effective CRM"
5/5
What do you like best about Capsule CRM?

I love Capsule CRM because it's easy to use and integrates seamlessly with our quoting platform, enhancing our workflow significantly. The ease of use means our sales team can rapidly adapt to it without a steep learning curve, allowing us to follow up on quote requests and log conversations efficiently. Additionally, the integration capability with our quoting platform through an API means we have a unified system that eliminates redundancies and speeds up our processes. The sales pipeline feature is particularly valuable as it provides visibility into potential opportunities, prompting us to act promptly and strategically follow up on leads. The transition from Monday to Capsule CRM was smooth and painless, reflecting its user-friendly setup process. It's apparent that some thought is needed to tailor Capsule CRM to our needs, but once configured, it runs smoothly, helping us derive the most value from it. I am confident in recommending Capsule CRM to others, as indicated by my high likelihood rating of 10 out of 10. Review collected by and hosted on G2.com.

What do you dislike about Capsule CRM?

So far I haven't found anything to dislike! Review collected by and hosted on G2.com.

menna k.
MK
menna k.
Senior Business Development Specialist
Small-Business (50 or fewer emp.)
"Effortless Sales Management with Crystal Clear Interface"
5/5
What do you like best about Capsule CRM?

I like how Capsule CRM handles all my opportunities in a clear, perfect way. Its clearness is something I appreciate a lot, and everything is to the point, making it clear and easy to use for anyone. The initial setup was very easy Review collected by and hosted on G2.com.

What do you dislike about Capsule CRM?

I wish I could merge opportunities when I have duplicates into a single one. Review collected by and hosted on G2.com.

Response from Rachel Brocklehurst of Capsule

Thank you so much for sharing what you like about Capsule. We're really pleased Capsule is helping you manage your opportunities in a straightforward way. We have an open feature request for merging opportunities, I have added a +1 from you for this feature. We'll be sure to let you know if this is something we add

Verified User in Financial Services
AF
Verified User in Financial Services
Small-Business (50 or fewer emp.)
"Easy to Navigate, User-Friendly, and Fast"
5/5
What do you like best about Capsule CRM?

It’s easy to navigate and use. I find it very user-friendly and fast. Review collected by and hosted on G2.com.

What do you dislike about Capsule CRM?

I don't have any particular dislikes regarding the Capsule CRM Review collected by and hosted on G2.com.

Verified User in E-Learning
UE
Verified User in E-Learning
Small-Business (50 or fewer emp.)
"So Simple to Use and Accessible for Our Staff"
5/5
What do you like best about Capsule CRM?

SO SIMPLE TO USE. AND VERY ACCESIBLE FOR ME STAFF. Review collected by and hosted on G2.com.

What do you dislike about Capsule CRM?

there are many tings to does not contain and these are fedback. Review collected by and hosted on G2.com.

EW
Ella W.
"Streamlined Sales with Capsule CRM's Ease and Cost-Effectiveness"
5/5
What do you like best about Capsule CRM?

I find Capsule CRM to be extremely easy to use, which stands out as a significant benefit for our team. The effortless setup and usability allow us to manage our sales pipeline and customer details efficiently. I appreciate how it streamlines processes across departments, as everyone can view the history of each opportunity thanks to the integration with Outlook, which also reduces time spent on adding additional notes. The affordability of Capsule CRM compared to other options such as Salesforce was a major deciding factor for us. The tracks feature is incredibly handy, offering the flexibility to amend them as needed and providing vital reminders. Additionally, I am impressed with the reporting tools, which I find brilliant in supporting our decision-making process. The combination of cost, ease of use, powerful reporting tools, and practical features like tracks makes Capsule CRM a valuable asset to our operations. Review collected by and hosted on G2.com.

What do you dislike about Capsule CRM?

I dislike the lack of integration with Microsoft Teams, which limits our ability to collaborate directly within our existing communication platforms. Review collected by and hosted on G2.com.