I like Capsule CRM for its stability and flexibility of usage. It's user-friendly, which makes it easy to navigate. The initial setup was very simple and user-friendly, which I appreciate. Review collected by and hosted on G2.com.

Nothing Review collected by and hosted on G2.com.

Useful for customer management, sales tracking, task management, reporting, and email integration. Review collected by and hosted on G2.com.

When the data load is heavy, their processing time increases, which causes the final outputs to arrive late. Review collected by and hosted on G2.com.

Really helpful with work as we have a lot of customers, having all the info for them in one place that all the team can see at any time. Review collected by and hosted on G2.com.

I did prefer the look of the old layout. Review collected by and hosted on G2.com.

My company made the switch to Capsule a few years ago, and I was experiencing some growing pains related to the switch and loss of features I was used to using. Generally speaking, the product is way better than out previous one, but a few features that made my day to day work easier didn't exist. A submitted a couple of feature requests, and not only were they met with quick, kind responses, they have been developed and added in a pretty short time. I'm a fan of the product and the support! Review collected by and hosted on G2.com.

Nothing to report as a dislike, it's been great for us! Review collected by and hosted on G2.com.

Customisable tracks that can be tailored to the specific needs of the business, helping reduce manual work. Shared knowledge is another strong point: notes, call logs, and documents can be easily shared, which helps prevent information from being lost if a team member leaves. Review collected by and hosted on G2.com.

It lacks two-way email sync, and the automation and workflow options feel limited. Review collected by and hosted on G2.com.

I really enjoy using Capsule - and that is the first time I've said that about a CRM. We've been using Capsule for a while and we reviewed many other big name CRM systems before settling on Capsule. The benefits we see are that Capsule is simple, clean and straightforward to use. On other systems I'd find myself hunting through settings and preferences trying to get something to work - with Capsule it just works. So many CRMs feel over complicated and overwhelming. Capsule feels refreshing easy to work with, and it does everything I've ever need it to. As I said, I really enjoy using it. Review collected by and hosted on G2.com.

For me, there isn't much wrong with Capsule. Maybe the search is a little frustrating in that I have to type more letters than I'd like to find a client record. Review collected by and hosted on G2.com.

Drives sales accountability and tracks our operational projects perfectly. Simple to use and is an intrinsic part of our business activities. Review collected by and hosted on G2.com.

Some limitations in visual project management boards. Review collected by and hosted on G2.com.

Capsule CRM helps everything to interact with customers directly Review collected by and hosted on G2.com.

sometimes its bit slow when compared to my previous salesforce crm Review collected by and hosted on G2.com.

The #1 reason I chose Capsule is because of the company culture and values, as communicated primarily on the website. It's most important to me that I'm working with a team I trust, who has shared values, and I can't say about any other option. Their support team is personable and responsive.

Capsule CRM is a simple account-based CRM. The simplicity is great because it's easy to get started. I was up and running on the first day. There are multiple pipelines to support our different workflows, and an integration with an affiliated marketing software (Transpond) that just works out of the box. Tasks and tracks make it easy to remember who to follow up with. The ability to keep track of active projects and associate multiple opportunities with a single account or contact mean both sales and account management can use this tool to track an account relationship through its entire lifecycle. Review collected by and hosted on G2.com.

The features in Capsule CRM are basic. I really do miss HubSpot for how much I could do with it. But what Capsule does do it does very well and simply, and it checks the boxes we really needed without the complexity that larger options bring. Review collected by and hosted on G2.com.

I love the simplicity of Capsule CRM, it's a tool I use every day at the heart of my business organization. Its affordability is also an advantage, with an impressive quality-price ratio. The initial setup was very quick and very simple, done independently. Review collected by and hosted on G2.com.

RAS Review collected by and hosted on G2.com.