I find Capsule CRM extremely useful for keeping track of tasks necessary to run my company, as well as client follow-ups. One of the standout features is how it helps me manage my tasks without having to memorize everything, as it sends timely reminders about pending tasks. I also love that it provides a great system for filing key documents, reducing my reliance on email. The ability to set up recurring tasks simplifies my workflow, allowing me to efficiently check off everything I've completed. As an independent HR consultant, I appreciate its affordability and effectiveness. Being familiar with the system is a major advantage for me, and I find it truly fitting for my professional needs. Review collected by and hosted on G2.com.

I dislike that when saving an email to the system, all of the images on the email get saved as well. This leads to an inconvenient experience when I want to find a file attached to an email, as I have to sift through numerous images from the emails. The prevalence of images in emails makes this issue particularly bothersome. Review collected by and hosted on G2.com.

One of our Directors at work told us about it. We were looking for a new crm database for the agency. Review collected by and hosted on G2.com.

The customer service is quick, friendly, very efficient and helpful. It feels like they are based in-house.

We also like the way Capsule & Transpond work together. Review collected by and hosted on G2.com.

I really like the task lists in Capsule CRM. They help me prioritize my tasks, especially when I'm busy. It's also easy to see at a glance what the main task type is for each day, which I find really helpful. Review collected by and hosted on G2.com.

Capsule CRM has been running slow for the last few days, which is frustrating when there's a lot to do. It also used to lose my task list when it closed down, but it seems that issue has been fixed now as my task list and calendar save and open straight up if the window closes. Review collected by and hosted on G2.com.

I like how easy it is to use once it’s set up, and I also appreciate the overall structure. Review collected by and hosted on G2.com.

The won-deal-to-client conversion, but most CRM companies fall short in this area. Review collected by and hosted on G2.com.

I like how Capsule CRM is very simple to pick up, learn, understand, and use. It was easy for me to get started and learn it even though I wasn't involved in the initial setup. I definitely recommend it for anyone looking for a simple, inexpensive, and effective CRM tool. Review collected by and hosted on G2.com.

The project section and importing data into projects are areas I find challenging. I've not figured out how to do that as well as I would like. Review collected by and hosted on G2.com.

I find Capsule CRM easy to use and intuitive. The initial setup was very easy and very logical, which made getting started with it a breeze. Review collected by and hosted on G2.com.

I'd like to be able to track projects that we've actually secured and won. Review collected by and hosted on G2.com.

I joined the company about three months ago and Capsule was completely new to me. Having used a few other CRMs in the past, I can honestly say this one is by far the easiest to get to grips with. It is clean, intuitive, and everything just makes sense. You do not waste time trying to figure out where things are.

Within a day or two I was already comfortable logging calls, updating opportunities and tracking projects without needing any training, which is something we do a lot of. It is clear the system has been designed with real users in mind.

Capsule has made managing customer relationships much simpler and more organised, and it is genuinely easy to use, which is not something I can say about many CRMs. Review collected by and hosted on G2.com.

The only negative is that it can import your email signature as multiple pictures which can hide attachments on emails. Review collected by and hosted on G2.com.

Really is to use, and you can start with the free version and build up, which grows with your business. Review collected by and hosted on G2.com.

There is nothing I dislike about Capsule. Review collected by and hosted on G2.com.

Email integration. UI/UX - really easy to navigate and use. Never really any down time, overall performance is great. Lots of new AI features that are helpful also. Review collected by and hosted on G2.com.

Reporting ability isn't always accurate. Review collected by and hosted on G2.com.

Capsule is super simple to use and helps me to organise my workload without having to manually chase 100 things over a million different tasks. Capsule is an absolute game changer to removing unessacary paperwork and manual reminders. This automates tasks and has a great solution for driving sales through our internall processes without having to chase staff members throughout the day. Review collected by and hosted on G2.com.

Capsule doesn't link to Shopify sadly to manage customer order flows. Review collected by and hosted on G2.com.