# Capsule CRM Reviews **Vendor:** Capsule **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.7/5.0 **Total Reviews:** 490 ## About Capsule CRM Capsule CRM is a growth-oriented customer relationship management (CRM) tool that empowers salespeople, marketers, and business owners to win more business, retain more clients, and deliver exceptional work. With a focus on simplicity and efficiency, our 10,000+ global customers are attracted by our excellent value and incredible support. ## Capsule CRM Pros & Cons **What users like:** - Users find Capsule CRM to be exceptionally **easy to use** , making it ideal for beginners and small businesses. (93 reviews) - Users appreciate the **quick and effective customer support** from Capsule CRM, enhancing their overall experience significantly. (47 reviews) - Users appreciate the **user-friendly interface** of Capsule CRM, making daily management and collaboration effortless. (39 reviews) - Users value the **simplicity** of Capsule CRM, appreciating its straightforward setup and ease of use. (35 reviews) - Users love the **task management features** of Capsule CRM, enhancing productivity with timely reminders and workflow automation. (32 reviews) - Easy Setup (30 reviews) - Integration (28 reviews) - Organization Efficiency (23 reviews) - Intuitive (21 reviews) - Feature Richness (20 reviews) **What users dislike:** - Users find the **missing features** like workflows and archiving options limiting in Capsule CRM's free version. (19 reviews) - Users find the **limited customization** in Capsule CRM restrictive, impacting their ability to tailor the experience. (15 reviews) - Users express frustration with **integration issues** , particularly lacking support for Microsoft Teams and needing third-party tools. (12 reviews) - Users report **incomplete information** in Capsule CRM, hindering decision-making and evaluation of team contributions. (9 reviews) - Users face a **steep learning curve** with Capsule CRM, struggling with organization and setup complexities. (8 reviews) - Limited Features (7 reviews) - Contact Management (5 reviews) - Search Issues (5 reviews) - Users struggle with **email issues** , including difficulties adding footer images, lack of reporting, and sending attachments. (4 reviews) - Slow Loading (4 reviews) ## Capsule CRM Reviews ### 1. Reliable & Easy to Manage CRM for Client Follow-Ups, Task Organization, and Professional Workflow **Rating:** 5.0/5.0 stars **Reviewed by:** Ishan S. | Manager and Dietician at Chaitanya Homoeo Clinic, Medical Store Owner, Content Creator, Hospital & Health Care, Small-Business (50 or fewer emp.) **Reviewed Date:** May 10, 2026 **What do you like best about Capsule CRM?** capsule CRM helps keep my daily work more organized without making things complicated. i work as a Dietician & Nutritionist, manage a homeopathy clinic, and also create health education content, so i regularly handle client follow ups, consultation reminders, appointments, nutrition discussions, and communication related work together. Capsule CRM makes this workflow more easy and structured. I use it frequently for follow up calls, task planning, reminders, and managing consultation related work. Features like contact management, task tracking, notes, reminders, activity history, and calendar view are very useful for my daily workflow. Keeping client details, follow-up discussions, and pending tasks in one place saves time and helps reduce confusion during busy clinic hours. i also like activity tracking and reminder system because it helps me manage repeat client follow-ups more properly. Performance is smooth for daily work and pages load properly most of the time. The interface feels clean, lightweight, and easy to navigate without too much complexity. Customer support and help resources were also simple to understand whenever needed. overall, Capsule CRM helps me manage clinic workflow, client communication, follow-up tasks, reminders, and professional work organization in more practical and time saving way. **What do you dislike about Capsule CRM?** some integrations and workflow connections depend on third-party tools, which can make setup little longer for specific work needs. Reporting is useful for daily tracking, but for deeper analysis and detailed reporting, I feel there could be more flexibility. Another small thing is that when switching between contacts, tasks, notes, and activity history many times during busy work, few pages sometimes take little extra time to refresh. **What problems is Capsule CRM solving and how is that benefiting you?** capsule crm is helping me keep follow-ups, client communication, tasks, and daily workflow more organized in one place. It makes managing reminders, notes, activity history, and pending tasks much easier during regular work. The task tracking and follow-up system is very useful because it helps keep communication and scheduled work properly managed without confusion. Activity history also helps in quickly checking previous discussions and updates when needed. overall, it improves work organization, saves time, reduces chances of missing follow-ups, and makes daily workflow more smooth and manageable. **Official Response from Rachel Brocklehurst:** > Thank you for taking the time to leave a review! We're so pleased to hear that Capsule is helping you stay organized. We appreciate the feedback on integrations and reporting. We have recently introduced custom dashboards for Capsule, these may help you report on the metrics that matter to you more effectively https://capsulecrm.com/support/business-insights/custom-dashboards/ ### 2. Highly Customizable Pipelines and Tasks That Fit Our Needs **Rating:** 5.0/5.0 stars **Reviewed by:** Yllza H. | Admissions Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** April 10, 2026 **What do you like best about Capsule CRM?** What I like best about Capsule CRM is its flexibility and ease of use. The ability to customize pipelines and tasks allows us to align the system with our specific workflows, including creating multiple pipelines for different needs. I also value the complete client history—enhanced by the AI summarizer—which gives anyone taking over a contact instant context and ensures seamless continuity. **What do you dislike about Capsule CRM?** I don’t like that we can’t separate milestones or tracks by pipeline. They all show up no matter which pipeline I’m adding an opportunity to, which makes it harder to keep things organized. **What problems is Capsule CRM solving and how is that benefiting you?** It helps us stay in regular contact with our customers and keep our workflow organized. We can create reports easily and retrieve information quickly when we need it. I also like the AI features, which give an overview of the contact we’ve had with any client. **Official Response from Rachel Brocklehurst:** > Thank you for your review! We're so pleased you're finding Capsule easy to use and flexible for your business. When it comes to adding an opportunity to Capsule, selecting the pipeline should mean that you only see milestones for that pipeline, if that is not your experience we'd like to look into that for you. Please email support@capsulecrm.com and we'll take it from there. It's a great point about making tracks pipeline-specific. I'll bring that up with the Product Team for consideration! ### 3. Intuitive CRM with Efficient Contact Management **Rating:** 4.5/5.0 stars **Reviewed by:** Carmen C. | Business Development Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2026 **What do you like best about Capsule CRM?** I find Capsule CRM very intuitive and useful for organizing contacts at our travel company, including suppliers, direct clients, and B2B contacts. I really appreciate how we can organize contacts and create all the possible tags we need, which helps a lot with keeping things clear and easy to search. Sending emails directly from the system is a big plus, and I like having email templates ready to go within the system. The clear display of adding contacts under a company, showing different people working there along with their titles, makes it all neat and organized. Additionally, keeping all conversations up to date is great for team coordination. The initial setup has always been smooth, adapting well to our needs. We also use it to keep a record of our sales in pipeline and the ones that are taking palce and finaihed and have a good organisation of our numbers there. **What do you dislike about Capsule CRM?** WhatsApp integration. Maybe better way to download information more clear, a bit more personalized to our business. Would also like a way to keep more records but separate from the rest of information- for example we sre a company that sells luxury vills so we could have separately Villa Owners, Prospect villas and destinations, Direct clients and b2b agencies which is the majority we do so we use it like that. But if we could have it separatly that would be more organised and better. We can adapt it now, but it could be more clear. **What problems is Capsule CRM solving and how is that benefiting you?** I use Capsule CRM to organize contacts and manage tasks, ensuring the team stays updated. Its email integration and tagging features simplify communication and contact searches. Also for sales recording and keeping track and having the possibility of all emails going there directly with the dropbox link is super useful. The additional integrations/ plug ins are also good we have some to sync with our newsletter and panda docs and really easy. **Official Response from Rachel Brocklehurst:** > Thank you for taking the time to leave such a detailed review and for letting us know how Capsule could work more effectively for you - it's great feedback and I have shared it with the team :-) ### 4. Simple and User-Friendly CRM for Small Teams **Rating:** 5.0/5.0 stars **Reviewed by:** Rodrigo M. | IT Consultant, Mid-Market (51-1000 emp.) **Reviewed Date:** April 14, 2026 **What do you like best about Capsule CRM?** I used Capsule CRM in a previous role to manage contacts and track sales opportunities. The UI is very clean and easy to navigate, which made onboarding quick even for non-technical users. It was simple to add contacts, update deals, and keep notes organized. It also integrates well with basic tools like email, which helped keep communication and CRM data aligned. **What do you dislike about Capsule CRM?** While the platform is easy to use, some of the more advanced features feel limited. The reporting and automation options are fairly basic, and the available integrations aren’t as extensive as those offered by larger CRM platforms. For more complex workflows, I sometimes had to rely on manual work to get everything done. **What problems is Capsule CRM solving and how is that benefiting you?** Capsule CRM helped centralize customer and sales data in one place, replacing spreadsheets and scattered notes. This improved visibility across the pipeline and made it easier to follow up with leads. Performance was reliable for daily use, and the simplicity of the platform allowed the team to stay productive without needing much training or support. **Official Response from Rachel Brocklehurst:** > We're so pleased to hear that Capsule has been easily adopted by the team and is helping to centralize your information. We appreciate the feedback around reporting and automations. I will share this with our Product Team. In case you've not spotted, we have recently released some updates to the reports in Capsule now you can build your own custom dashboard and filter reports by custom fields ### 5. Easy to Use with Expanding Integrations **Rating:** 4.0/5.0 stars **Reviewed by:** Patrick L. | Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2026 **What do you like best about Capsule CRM?** I find Capsule CRM relatively easy to use and set up. It's fairly easy to modify the setup and tailor it to specific needs. There isn't a long learning curve, so you can understand how to use it right out of the box. Its ease of use and flexibility make it valuable for my work. **What do you dislike about Capsule CRM?** It's not quite as powerful as larger CRMs, that might be out there like Salesforce. And the integrations are not as strong. There aren't as many integrations as there are for some of the larger CRM options that are out there. But there are workarounds and the number of integrations they have are increasing on a regular basis. **What problems is Capsule CRM solving and how is that benefiting you?** I use Capsule CRM to keep track of all my clients, manage hot leads, and organize potential projects. It centralizes contacts for recruiting and manages our email newsletter. **Official Response from Rachel Brocklehurst:** > Thank you for the considered review, Patrick. We're really pleased you find Capsule easy to use and set up. If there's anything that would make your Capsule-life easier we'd love to hear it, please email support@capsulecrm.com ### 6. Easy Filtering and Custom Fields Make Capsule CRM a Daily Time-Saver **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.) **Reviewed Date:** April 07, 2026 **What do you like best about Capsule CRM?** One of the most helpful things about Capsule CRM is how easy it is to filter different lists. For example, I export lists of schools, contacts, and projects every day. The custom fields make this even simpler, and they help me generate lists that include exactly the information I need. **What do you dislike about Capsule CRM?** Not having a “select all excluding” option for my tasks in List view is frustrating. We use one task category to add bookings to our calendar; however, that means those bookings end up mixed in with our regular tasks. We have a LOT of task categories, so it’s really time-consuming having to select every task except a single one. It would be great to be able to select all tasks but exclude a specific category. **What problems is Capsule CRM solving and how is that benefiting you?** We’ve created several saved lists under “People & Organisations,” which we use as cleaning lists. We’ve also added filters to help us spot missing or incorrect data for both people and organisations. It’s been a huge time-saver for us. **Official Response from Rachel Brocklehurst:** > Thank you so much for taking the time to leave a review and for letting us know how Capsule could work more effectively for you. I have shared your comments on task filtering with our Product Team. If there's anything else that would make your "Capsule life" easier please feel free to email us on support@capsulecrm.com ### 7. Easy Lead Tracking and Reporting We Use Daily **Rating:** 5.0/5.0 stars **Reviewed by:** Elliot L. | Sales Coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** March 27, 2026 **What do you like best about Capsule CRM?** I love the fact that we can log leads for our sales team, track the lead and when won (or lost) we can simply update it. From a sales administrator point of view this helps me to track leads, check progress rather than another excel document , post it notes or any other manual method. We use it daily and our managers are using it for reporting purposes. It was easy to use and set up as created by our managers. I cannot comment regarding customer support with the exception of one time passcodes, logging in or resetting passwords is automated **What do you dislike about Capsule CRM?** My most disliked feature is when editing something in the pipeline you receive different information depending where you click. The "edit" button depends on what you clicked previously i.e if you click the proposals company name or product. The outcome is slightly different **What problems is Capsule CRM solving and how is that benefiting you?** I love the fact that we can log leads for our sales team, track the lead and when won (or lost) we can simply update it. From a sales administrator point of view this helps me to track leads, check progress rather than another excel document , post it notes or any other manual method. We use it daily and our managers are using it for reporting purposes. **Official Response from Rachel Brocklehurst:** > Hi Elliot, thanks so much for taking the time to leave a review. We're really pleased you're finding Capsule easy to use and an effective way to track your leads. I've shared your feedback around editing Opportunities in the pipeline view with our Design Team to see if there's a different way to handle this. ### 8. Effortless CRM with Easy Setup and Great Value **Rating:** 5.0/5.0 stars **Reviewed by:** Ahmed O. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 02, 2026 **What do you like best about Capsule CRM?** I like how easy to use Capsule CRM is, which makes my business processes easy to manage. The pricing is also a positive aspect for me. Task management within Capsule CRM is another feature I appreciate, as it allows me to keep all outstanding tasks about a client in my task list and create opportunities in the sales process. The initial setup was a breeze and very easy, which made it a smooth transition from our previous product. **What do you dislike about Capsule CRM?** Not many third-party integration options available. Integration with Calendly without using Zapier. **What problems is Capsule CRM solving and how is that benefiting you?** I use Capsule CRM for contact management and sales process, which makes my business processes easy to manage. It helps me organize outstanding tasks, enhance client pitches, and create new opportunities, while being easy to use and affordable. **Official Response from Rachel Brocklehurst:** > Thank you for taking the time to leave a review! We're so pleased Capsule is helping you manage your business processes. I've recorded your interest in a Calendly integration, if there's anything else that would make your "Capsule life" easier, please don't hesitate to reach out support@capsulecrm.com ### 9. Simple and Easy CRM for Managing Sales **Rating:** 5.0/5.0 stars **Reviewed by:** Shreyash W. | Data Engineer, Small-Business (50 or fewer emp.) **Reviewed Date:** April 02, 2026 **What do you like best about Capsule CRM?** I really like how simple and easy Capsule CRM is to use. The clean interface doesn't feel overwhelming, making it easy to find everything, which saves time in day-to-day work. I appreciate how straightforward it is to manage contacts and track deals. The pipeline view is really helpful for quickly seeing which deals need attention and what stage they're in, making tracking progress much simpler and avoiding missed follow-ups. **What do you dislike about Capsule CRM?** One thing I noticed is that it takes a little time in the beginning to get used to all the features. Some options aren’t very obvious at first. Also, a bit more guidance or tutorials would make onboarding easier. **What problems is Capsule CRM solving and how is that benefiting you?** Capsule CRM organizes scattered information, consolidating contacts, deals, and follow-ups, making it easier to track progress. The clean interface and pipeline view simplify daily work, saving time and ensuring nothing gets missed. **Official Response from Rachel Brocklehurst:** > Thank you so much for leaving a review. We appreciate the feedback on onboarding, and I will be sure to share that with our Product Team. If you feel like there are any gaps in your Capsule knowledge, we'd be happy to help, please just reach out to support@capsulecrm.com ### 10. Intuitive CRM for Efficient Management **Rating:** 4.0/5.0 stars **Reviewed by:** Sean D. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2026 **What do you like best about Capsule CRM?** I find the UI of Capsule CRM quite intuitive, which makes it easy to navigate and keeps things efficient. The information is displayed clearly, allowing me to update records without getting into too much nitty gritty, making the whole process quicker. I appreciate slick and modern user interfaces because they help me complete tasks more swiftly and efficiently. Additionally, the initial setup of Capsule CRM was very easy, with a straightforward import process that made getting started a breeze. **What do you dislike about Capsule CRM?** I think some of the integrations are very powerful. However, in my experience, some of them have not quite hit the mark. Specifically, offering integration with quoting and proposal building software. **What problems is Capsule CRM solving and how is that benefiting you?** Capsule CRM centralizes customer information and activity histories, making it easy to access everything in one place. **Official Response from Rachel Brocklehurst:** > Thank you for the review! We're so pleased to hear you find Capsule intuitive and easy to use. We're sorry our integrations for quoting and proposal building are lacking. Are there specific tools you'd like to use alongside Capsule? I can raise this with the team for consideration 😃 ### 11. Streamlined CRM with Intuitive Interface **Rating:** 3.5/5.0 stars **Reviewed by:** Krum K. | Financial Operations Analyst, Financial Services, Small-Business (50 or fewer emp.) **Reviewed Date:** March 04, 2026 **What do you like best about Capsule CRM?** I like Capsule CRM for its genuine simplicity and usability, perfectly tailored for our small B2B team. The initial setup was incredibly fast and straightforward—by far the easiest CRM experience for us. It only took a day for our team to use it properly with no need for endless training or confusing workflows. The clean and intuitive interface stands out; I can effortlessly find contacts, update deals, add notes, and check follow-ups without having to hunt through menus. The straightforward layout allows me to access a contact or a company in just two clicks, saving valuable time that I can spend talking to prospects and clients. I also appreciate how I can quickly update deals by simply dragging and dropping opportunities through the pipeline, making it easy to keep our CRM up to date even when we're always on the go. **What do you dislike about Capsule CRM?** Automation is solid for simple follow-up tracks, but more advanced workflow rules are clunky or just not available. Things like auto-assigning deals based on source or triggering updates across related records take extra steps or aren’t possible natively. **What problems is Capsule CRM solving and how is that benefiting you?** Capsule CRM centralizes all client data and interactions, giving my team context for client conversations. It provides a clear view of our sales pipeline, preventing lost deals, and automates follow-ups, reducing manual workload. **Official Response from Rachel Brocklehurst:** > Thank you for taking the time to leave such a detailed review. We're so pleased you were able to get up and running with Capsule quickly! We have some open feature requests for greater functionality around automations. So we can keep you in the loop of changes in this area, if you drop the team an email on support@capsulecrm.com with some detail on what you would like to see, we can make sure your requirements are fed back ### 12. Effortless CRM with Powerful History Tracking **Rating:** 4.5/5.0 stars **Reviewed by:** Kia G. | School liaison advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** March 12, 2026 **What do you like best about Capsule CRM?** 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. **What do you dislike about Capsule CRM?** Sometimes the layout of the tasks could be laid out better so I know what is immediately more important. **What problems is Capsule CRM solving and how is that benefiting you?** I use Capsule CRM to manage school contacts and projects. It helps me track school interaction history and emails, and create linked projects for workshops. I like the easy access to previous communications and the helpful AI feature. **Official Response from Rachel Brocklehurst:** > Thanks for taking the time to leave a review. We're so pleased you're enjoying our new AI Summary feature! Regarding your comment around search, we have some tips on using the search field here -> https://capsulecrm.com/support/contact-management/frequently-created-reports/#search-tips But if you run into any issues, do reach out to our Support Team and we'll gladly look into that for you ### 13. A CRM that is simple, powerful and easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Ray P. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** December 08, 2025 **What do you like best about Capsule CRM?** 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. **What do you dislike about Capsule CRM?** None so far as it works perfectly for us. But looking ahead perhaps in the future some form of integration ability with accounting softwares **What problems is Capsule CRM solving and how is that benefiting you?** Capsule solved our main issues around disorganisation, missed follow-ups and lack of visibility across contacts, emails and opportunities. Everything now lives in one clear place, which has made us more organised, faster and more proactive. The search function saves us time every day, the pipeline gives us proper visibility of what’s coming in, and overall it’s made team collaboration and follow-ups far smoother. ### 14. Easy Task Setup and Daily Email Reminders Keep Me on Track **Rating:** 4.5/5.0 stars **Reviewed by:** Kevin M. | Sales Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2026 **What do you like best about Capsule CRM?** Setting tasks is easy and the daily email reminder allows me to plan my day at the start. **What do you dislike about Capsule CRM?** Like all CRM's you have to remember to update records and add notes. **What problems is Capsule CRM solving and how is that benefiting you?** It allows me to keep track of all my interactions with my customers and easily brings me up to speed when I am dealing with a customer, especially good at reminding me where I am in the sales process **Official Response from Rachel Brocklehurst:** > Thank you for your review of Capsule! We're really pleased the system is helping stay on top of customer communications and your sales pipeline. If you have any suggestions around new features for Capsule we'd love to hear them. Please drop our Support Team an email - support@capsulecrm.com ### 15. Simple Tasks Tab That Makes CRM Setup Fast and Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Elijah N. | Google Ads Specialist - Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** May 15, 2026 **What do you like best about Capsule CRM?** 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. **What do you dislike about Capsule CRM?** 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. **What problems is Capsule CRM solving and how is that benefiting you?** It helps my small agency to know exactly what task are due and when, as well as making it easy to prioritize projects. It does so without being overwhelming or complicated. **Official Response from Rachel Brocklehurst:** > Thank you for your review! It's great to hear you find Capsule so intuitive and simple. If there's anything else that would make your "Capsule-life" easier we'd love to hear it, drop our Support Team an email on support@capsulecrm.com ### 16. Capsule CRM - Great CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Nada M. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** March 11, 2024 **What do you like best about Capsule CRM?** 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. **What do you dislike about Capsule CRM?** 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. **What problems is Capsule CRM solving and how is that benefiting you?** I use Capsule CRM to organize the work schedule and user records in my company and to improve business. ### 17. Great integration, simple contact management **Rating:** 5.0/5.0 stars **Reviewed by:** Guy G. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** October 31, 2016 **What do you like best about Capsule CRM?** 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 **What do you dislike about Capsule CRM?** We don't use the funnel functionality, but that's more because of the nature of our business (bespoke consultancy) **Recommendations to others considering Capsule CRM:** Start simple, and grow as you need to. Integrations with mail campaign software and accounting software add lots of value **What problems is Capsule CRM solving and how is that benefiting you?** Sharing info between employees, setting follow-up calls and tasks, tracking opportunities. Integration with Gmail, Mailchimp, Xero ### 18. Efficient, Customizable CRM with Easy Setup **Rating:** 4.5/5.0 stars **Reviewed by:** Rob A. | Director of Business Development, Small-Business (50 or fewer emp.) **Reviewed Date:** June 14, 2024 **What do you like best about Capsule CRM?** 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. **What do you dislike about Capsule CRM?** 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. **What problems is Capsule CRM solving and how is that benefiting you?** I use Capsule CRM to centralize client data, enhancing our sales team's efficiency by streamlining reporting and tracking performance. Its customization capabilities and integration ease with Data Studio boost our productivity significantly. ### 19. Useful Tracks for Repetitive Projects with Smart Reminders **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Architecture & Planning | Small-Business (50 or fewer emp.) **Reviewed Date:** April 27, 2026 **What do you like best about Capsule CRM?** 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. **What do you dislike about Capsule CRM?** 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). **What problems is Capsule CRM solving and how is that benefiting you?** Prevents me from forgetting steps on projects allowing me to offer a better service to clients without the information all being in my head. **Official Response from Rachel Brocklehurst:** > Thank you so much for taking the time to leave a review. So glad you're finding our Tracks feature useful, it's a real gamechanger when it comes to standardising processes 💪 We do have a feature for creating a Project upon winning a deal. You can read up on this here -> https://capsulecrm.com/support/sales/managing-your-opportunities/#how-to-link-an-opportunity-to-a-project This feature is not limited to specific plans. Any questions please feel free to email us support@capsulecrm.com ### 20. Capsule: So Easy to Use, Everything’s Been Perfect! **Rating:** 5.0/5.0 stars **Reviewed by:** Thomas R. | Founder | Co-Director | Facilitator, Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2026 **What do you like best about Capsule CRM?** Very easy to use and incredibly versatile. **What do you dislike about Capsule CRM?** Nothing, everything has been absolutely spot on. **What problems is Capsule CRM solving and how is that benefiting you?** Capsule is enabling us to see right across our project pipeline, and to ensure that every entry is completely updated so we have a real time record of each assignment. When there are many projects to "juggle", each including lots of important detail, this is absolutely essential. The ability to create bespoke labelling has been invaluable, and it is so easy to move projects across the pipeline as conversations with clients progress. Also loving the App so I can update the record when I am on the move. **Official Response from Keith Weir:** > Hi Thomas, Thank you so much for the fantastic review! 🌟 We’re thrilled to hear that you’re finding Capsule easy to use and versatile — and that everything’s been spot on! That’s exactly the experience we aim to deliver to our users globally. We really appreciate you taking the time to share your feedback and for being a valued customer. ### 21. Excellent for Tracking and Optimising the Customer Journey **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 05, 2026 **What do you like best about Capsule CRM?** 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. **What do you dislike about Capsule CRM?** 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. **What problems is Capsule CRM solving and how is that benefiting you?** Tracking and optimising the full client journey, from first hearing about us to becoming a client. Before we had several different softwares doing this job and they didn't interact very well but now we have one streamline system which also stores our client data making our workflows much more efficient and straightforward. **Official Response from Keith Weir:** > Thanks so much for your thoughtful review! We’re delighted to hear Capsule is helping you track and optimise your customer journey—that’s exactly what we aim to support. Great to hear you’re getting value from the Transpond integration and automations too 🙌 We really appreciate your feedback on customisation and navigating between different areas of the CRM. These are super helpful insights, and our team is always looking at ways to make Capsule more flexible and seamless to use. Thanks again for taking the time to share your experience! ### 22. Increase your efficiency and productivity as a team! **Rating:** 5.0/5.0 stars **Reviewed by:** Heather M. | Insurance Sales, Small-Business (50 or fewer emp.) **Reviewed Date:** December 30, 2025 **What do you like best about Capsule CRM?** 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. **What do you dislike about Capsule CRM?** I do not see a down side to Capsule. Maybe being able to list two customer names instead of one on the search. **What problems is Capsule CRM solving and how is that benefiting you?** It allows us to work and share information within our team and multiple offices and the click of a button. ### 23. Simple, Easy-to-Navigate CRM Dashboard **Rating:** 4.5/5.0 stars **Reviewed by:** Robert C. | Manufacturing Engineering Team Lead, Mid-Market (51-1000 emp.) **Reviewed Date:** April 21, 2026 **What do you like best about Capsule CRM?** The CRM has a simple and easy to navigate top dashborad **What do you dislike about Capsule CRM?** 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 **What problems is Capsule CRM solving and how is that benefiting you?** It gives me and my team a really clean and simple pipeline to review **Official Response from Rachel Brocklehurst:** > Thanks for leaving a review, Robert. We're so pleased you're enjoying using Capsule ### 24. Capsule: Clean, User-Friendly CRM with Super Responsive Support **Rating:** 5.0/5.0 stars **Reviewed by:** J E. | Self Employed, Small-Business (50 or fewer emp.) **Reviewed Date:** January 16, 2026 **What do you like best about Capsule CRM?** 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. **What do you dislike about Capsule CRM?** 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. **What problems is Capsule CRM solving and how is that benefiting you?** Capsule makes it easy to view all the information we need about our clients in one place. It helps us manage our day-to-day work and track our projects effortlessly. **Official Response from Keith Weir:** > We’re delighted to hear that you’ve found Capsule so easy to navigate and user-friendly — especially with your experience using other CRMs. Creating a clean, intuitive interface that “just makes sense” is exactly what we strive for, so your feedback truly means a lot to us! It’s also fantastic to hear your kind words about our support team. We work hard to be responsive and helpful, so we’ll be sure to pass that along to them directly! We appreciate your honest note about the search experience as well. Feedback like this is incredibly valuable and helps us identify areas where we can continue refining and improving the product. We've now made a note of this internally. ### 25. Perfect CRM for Small Business Needs **Rating:** 5.0/5.0 stars **Reviewed by:** Carson C. **Reviewed Date:** December 03, 2025 **What do you like best about Capsule CRM?** 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. **What do you dislike about Capsule CRM?** A feature to mark contacts as 'no longer at company' or 'retired.' **What problems is Capsule CRM solving and how is that benefiting you?** I find Capsule CRM user-friendly for recording sales notes and tracking contacts. Its simple layout suits our small business, and the mobile app helps access information on the go. Setting up was easy and fast, making it ideal for our needs. ### 26. Reliable CRM with Simple Interface and Quick Support **Rating:** 4.0/5.0 stars **Reviewed by:** Ross H. **Reviewed Date:** November 17, 2025 **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. **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. **What problems is Capsule CRM solving and how is that benefiting you?** I use Capsule CRM to track communication and sales opportunities with customers and prospects, finding new features like email templates that save me time. ### 27. Exceptionally Intuitive, Clutter-Free Interface That Makes Relationship Management Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Ahmed O. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** February 18, 2026 **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. **What do you dislike about Capsule CRM?** It counts person & organisation as two separate contacts which is a bit odd. **What problems is Capsule CRM solving and how is that benefiting you?** Lead generation, contacts management **Official Response from Rachel Brocklehurst:** > 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 ### 28. Effortless to Use, Highly Effective CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Sadie M. **Reviewed Date:** November 11, 2025 **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. **What do you dislike about Capsule CRM?** So far I haven't found anything to dislike! **What problems is Capsule CRM solving and how is that benefiting you?** I find Capsule CRM enables our sales team to follow up on quotes faster by logging conversations and integrating well with our quoting platform, enhancing efficiency and visibility into sales opportunities. ### 29. Effortless Sales Management with Crystal Clear Interface **Rating:** 5.0/5.0 stars **Reviewed by:** menna k. | Senior Business Development Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2026 **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 **What do you dislike about Capsule CRM?** I wish I could merge opportunities when I have duplicates into a single one. **What problems is Capsule CRM solving and how is that benefiting you?** Capsule CRM helps me handle all my opportunities in a clear, perfect way. **Official Response from Rachel Brocklehurst:** > 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 ### 30. Streamlined Sales with Capsule CRM's Ease and Cost-Effectiveness **Rating:** 5.0/5.0 stars **Reviewed by:** Ella W. **Reviewed Date:** October 28, 2025 **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. **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. **What problems is Capsule CRM solving and how is that benefiting you?** I find Capsule CRM streamlines our sales processes, allowing alignment across departments with email integration, reducing time on note-taking, and offering customizable reminders and robust reporting, all at a competitive cost. ### 31. Dependable CRM with Minor Email Management Issue **Rating:** 4.5/5.0 stars **Reviewed by:** Tracy M. **Reviewed Date:** October 24, 2025 **What do you like best about Capsule CRM?** 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. **What do you dislike about Capsule CRM?** 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. **What problems is Capsule CRM solving and how is that benefiting you?** I use Capsule CRM to track tasks and receive reminders, reducing the need to remember everything. It efficiently manages key documents, eliminating the reliance on emails. ### 32. Quick, Friendly Support and Seamless Capsule & Transpond Integration **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Design | Small-Business (50 or fewer emp.) **Reviewed Date:** March 18, 2026 **What do you like best about Capsule CRM?** One of our Directors at work told us about it. We were looking for a new crm database for the agency. **What do you dislike about Capsule CRM?** 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. **What problems is Capsule CRM solving and how is that benefiting you?** For me it has helped to make campaign sending so much more efficient. We are just starting to implement more automations now too. The company insights are a great extra. **Official Response from Keith Weir:** > Thanks so much for your kind review! We’re really glad Capsule has been a good fit for your agency, and it’s great to hear your Director’s recommendation paid off. It’s especially nice to know our support team has made a positive impression—we’ll be sure to share your feedback with them. And we love that you’re enjoying how Capsule and Transpond work together 🙌 Thanks again for taking the time to share your experience! ### 33. Task Management Made Effortless **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Primary/Secondary Education | Small-Business (50 or fewer emp.) **Reviewed Date:** May 15, 2025 **What do you like best about Capsule CRM?** 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. **What do you dislike about Capsule CRM?** 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. **What problems is Capsule CRM solving and how is that benefiting you?** Capsule CRM makes it easy to create tasks linked with projects, and the task lists help me prioritize when busy, showing main tasks at a glance. **Official Response from Keith Weir:** > Thank you so much for the 5-star review! We’re really glad to hear our task lists are helping you stay on top of your priorities—that’s exactly what we designed them for 🙌 We appreciate you calling out the recent slowness too. That’s not the experience we want for you, especially when you’re busy, and our team is always working to keep things running smoothly. If you continue to notice any issues, don’t hesitate to reach out to our support team. Thanks again for sharing your experience—it means a lot to us. ### 34. Easy to Use Well-Structured CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Aiden B. | Managing Director, Consulting, Small-Business (50 or fewer emp.) **Reviewed Date:** April 24, 2026 **What do you like best about Capsule CRM?** I like how easy it is to use once it’s set up, and I also appreciate the overall structure. **What do you dislike about Capsule CRM?** The won-deal-to-client conversion, but most CRM companies fall short in this area. **What problems is Capsule CRM solving and how is that benefiting you?** For our clients, considering we implement Capsule CRM for them, Capsule CRM is structured more towards relationship building sales and it works fantastic for that model **Official Response from Rachel Brocklehurst:** > Thanks for taking the time to leave a review. We're so pleased that you find Capsule easy to use and that it also helps your clients! We love hearing how Capsule could work even better, if you have any suggestions please send them over to support@capsulecrm.com ### 35. Simple, Inexpensive, and Effective CRM Tool **Rating:** 4.0/5.0 stars **Reviewed by:** Krishna W. **Reviewed Date:** February 05, 2026 **What do you like best about Capsule CRM?** 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. **What do you dislike about Capsule CRM?** 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. **What problems is Capsule CRM solving and how is that benefiting you?** I use Capsule CRM to organize my information and plan my day, especially for reaching out to customers. ### 36. Intuitive CRM with Room for Project Tracking Improvements **Rating:** 4.5/5.0 stars **Reviewed by:** CRaig D. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2026 **What do you like best about Capsule CRM?** 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. **What do you dislike about Capsule CRM?** I'd like to be able to track projects that we've actually secured and won. **What problems is Capsule CRM solving and how is that benefiting you?** I use Capsule CRM to manage my sales pipeline effectively. **Official Response from Rachel Brocklehurst:** > We're so pleased to hear you find Capsule easy and intuitive. We'd love to hear more about how you would like to track your projects, if you're able to share more details with our Support Team via support@capsulecrm.com they can make sure the feedback is shared with the Product Team. Thanks! ### 37. A great CRM which is simple and easy to use **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Manufacturing | Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Capsule CRM?** 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. **What do you dislike about Capsule CRM?** The only negative is that it can import your email signature as multiple pictures which can hide attachments on emails. **What problems is Capsule CRM solving and how is that benefiting you?** Capsule has really helped us keep everything in one place. Before, information was scattered between emails, spreadsheets and notes, which made it easy for things to slip through the cracks. Now we can see the full picture of every customer and project at a glance. It has also made it much easier to keep track of follow-ups and manage the sales pipeline. I always know what stage each opportunity is at and what needs to happen next. That has definitely improved organisation and saved time day to day. ### 38. Easy too use, scales with your business. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Arts and Crafts | Small-Business (50 or fewer emp.) **Reviewed Date:** April 22, 2026 **What do you like best about Capsule CRM?** Really is to use, and you can start with the free version and build up, which grows with your business. **What do you dislike about Capsule CRM?** There is nothing I dislike about Capsule. **What problems is Capsule CRM solving and how is that benefiting you?** It's making life a lot easier. I can record all my potential customers' information as I go along and move them along a sales cycle **Official Response from Rachel Brocklehurst:** > Thank you for your review! We're so pleased to hear Capsule is making your work-life easier. If you ever have any suggestions on how Capsule could work even more effectively for you, we'd love to hear them. Please email support@capsulecrm.com ### 39. Incredible CRM Solution for businesses of any size **Rating:** 5.0/5.0 stars **Reviewed by:** Lliam G. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** March 10, 2025 **What do you like best about Capsule CRM?** 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. **What do you dislike about Capsule CRM?** Capsule doesn't link to Shopify sadly to manage customer order flows. **What problems is Capsule CRM solving and how is that benefiting you?** Capsule has improved business processes and automated a large number of projects for me and my team. This system helps us keep on track and helps us to deliver projects swiftly and keeps my whole team organised. Completely honest Capsule is the reason my business has tripled its turnover! Keeping everything organised within the dashboard is key for keeping everything on track! ### 40. Capsule CRM’s Simple, No‑Fluff Experience **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Market Research | Small-Business (50 or fewer emp.) **Reviewed Date:** March 20, 2026 **What do you like best about Capsule CRM?** I like Capsule CRM's simplicity. Everything I need is there and nothing more. **What do you dislike about Capsule CRM?** Sometimes there are a few bugs, such as redirecting me to a home page, but after refreshing the browser it always works. **What problems is Capsule CRM solving and how is that benefiting you?** We are a small business, and we used to have lots of client information in spreadsheets. Capsule is helping us with business intelligence, so we can actually use our data. **Official Response from Keith Weir:** > Thanks so much for your feedback—we’re really glad you’re enjoying our approach 😊 We appreciate you flagging the occasional redirect issue too. That’s not the experience we aim for, and our team is always working to smooth out bugs like these. If you ever notice it happening again, feel free to reach out to our support team—we’re happy to take a closer look. Thanks again for taking the time to share your thoughts! ### 41. Effortless Integration and Team Management Made Simple **Rating:** 5.0/5.0 stars **Reviewed by:** Ryan C. | Wholesale Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** December 16, 2025 **What do you like best about Capsule CRM?** It's nice and simple to use, and does exactly what we need. It integrates well with our different platforms, and we as a team are able to manage our very diverse customer base with ease **What do you dislike about Capsule CRM?** There's not really anything I can say here. We are always learning more on the features so everytime we think of something we are able to resolve it. We have worked with Julia who has really helped us to get the best out of Capsule **What problems is Capsule CRM solving and how is that benefiting you?** It has helped us to streamline our sales process and make it easy for everyone to stay in the loop. It has also helped with our marketing efforts ### 42. Very Easy to Use, Constantly Improving with Great Support **Rating:** 4.5/5.0 stars **Reviewed by:** Chris E. | MD, Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2026 **What do you like best about Capsule CRM?** Very easy to use...I have been on it for about 5 years and they are regularly improving ease of use by adding new features **What do you dislike about Capsule CRM?** Nothing really as I say they seem to always be ahead of the game and when I did have an access problem once they solved it within a couple of hours tops! **What problems is Capsule CRM solving and how is that benefiting you?** As a sales person keeping records of my calls to prospects is vital to avoid repetition and remembering what has been said so far, capsule have all the bases covered here **Official Response from Keith Weir:** > Hi Chris, Thank you so much for your thoughtful review and for being with Capsule for five years — we really appreciate your continued trust and support! It’s great to hear that Capsule is helping you stay organized and keep accurate records of your prospect conversations. We know how important it is for sales professionals to have a clear history at their fingertips, and we’re glad that’s making a real difference in your day-to-day work. We’re also pleased that you’ve noticed our ongoing improvements. Our team is always working to make Capsule even easier to use while adding features that support growing businesses. Thanks again for sharing your experience! ### 43. Simple, Easy-to-Use Tool for Organizing Contacts, Tasks, and Sales Opportunities **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.) **Reviewed Date:** March 12, 2026 **What do you like best about Capsule CRM?** Its simplicity and ease of use. It keeps contacts, tasks, and sales opportunities organized without feeling complicated. **What do you dislike about Capsule CRM?** While it’s simple to use, customization and automation options can feel limited. **What problems is Capsule CRM solving and how is that benefiting you?** Capsule CRM helps keep contacts, sales opportunities, and tasks organized in one place. This makes it easier to track client interactions, stay on top of follow-ups, and manage the sales pipeline more efficiently. **Official Response from Rachel Brocklehurst:** > Thanks for leaving a review. It's great to hear that Capsule is helping you manage your follow-ups and pipeline effectively! We'd love to hear how our customisation and automation options could work better for you, please feel free to reach out to our Support Team support@capsulecrm.com and we'll make sure all your comments and feedback are shared with the Product Team. ### 44. User-friendly and rapidly improving CRM solution **Rating:** 5.0/5.0 stars **Reviewed by:** Jamie D. | Web Developer, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** June 30, 2025 **What do you like best about Capsule CRM?** Have been using Capsule every day for the best part of 12 years now. It's very user-friendly and easy to set up get to grips with. The opportunity and projects features are fantastic for keeping on top of tasks, and the new pipeline reporting features that are regularly being added are also solid additions to the tool. The filtering options are great and allow for custom lists of contacts/opportunities/projects with all sorts of criteria which can be really useful for multifaceted businesses like ours. Also plenty of third-party integrations that are available - it's on my to-do list to check out the other options that could improve workflow. Should also mention that the customer service team have always been fantastic whenever we've needed a bit of extra help - quick to respond and informative. **What do you dislike about Capsule CRM?** It would be nice to be able to choose different plans for different users within an account - not all users need the advanced reporting and perhaps only have access in order to see customer details, so it can really add to the subscription costs in these instances. **What problems is Capsule CRM solving and how is that benefiting you?** Capsule has greatly improved its reporting and pipeline features over the years, and the outputs available now are really excellent. The enrichment feature was also a welcome addition to company profiles. I also really like the new dashboard modules that were recently added giving an overview to current opportunities and projects - more of this kind of thing is always welcome in my opinion. ### 45. Rapidly evolving CRM with many useful features. **Rating:** 4.5/5.0 stars **Reviewed by:** Lukáš B. | I coordinate sales representatives for Spanish-speaking countries and manage the CRM system for our company, Small-Business (50 or fewer emp.) **Reviewed Date:** June 18, 2025 **What do you like best about Capsule CRM?** What I really like about Capsule is the ability to communicate with support and not waste time with a bot when I need something, and also that they take practical feedback seriously. Several times, a feature or improvement I requested has been developed in a relatively short time. The possibility of many integrations is also a plus. **What do you dislike about Capsule CRM?** With some features, it's clear they are not yet completely polished. For example, I have a problem when using an email alias, so we cannot send emails through Capsule because we send everything from a different domain, and we have to use an add-on. I was missing a similar refinement in automation so I could use it more. These are specific requirements for our company, so most companies probably won't be interested, but it's a shame not to be able to fully utilize the potential of the CRM when, from my perspective, so little is missing. **What problems is Capsule CRM solving and how is that benefiting you?** I am constantly dealing with something, fortunately, about 80% of my requests are successfully resolved, and the Capsule developers are aware of the others, so there is hope that they will be completed. ### 46. Great value CRM SYSTEm **Rating:** 4.0/5.0 stars **Reviewed by:** Mark C. | Sales Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** September 08, 2025 **What do you like best about Capsule CRM?** Capsule CRM is very easy to use, making customer management simple and efficient. One of its standout features is the built-in marketing tool, Transpond, which helps streamline email campaigns and customer engagement. The customer service team is also responsive and helpful, ensuring any issues are quickly resolved. **What do you dislike about Capsule CRM?** It’s still a work in progress, but the team is constantly improving. The biggest area for development is the mobile app — it’s currently slow, feature-poor, and clunky. Since I’m file-based about 40% of the time, the lack of smooth functionality makes it frustrating to use on the go. **What problems is Capsule CRM solving and how is that benefiting you?** all in one solution to task maangement customer data and marketing out reach ### 47. Intuitive software to assist business **Rating:** 5.0/5.0 stars **Reviewed by:** Matt cherry C. | Technical Sales & Engineer, Small-Business (50 or fewer emp.) **Reviewed Date:** June 16, 2025 **What do you like best about Capsule CRM?** What I like best about Capsule CRM is its simplicity and ease of use, which makes it accessible to users of all technical skill levels. The user interface is clean and intuitive, allowing you to get started quickly without a steep learning curve or the need for extensive training. This is especially valuable for small and medium-sized businesses that want a CRM system that works out of the box and doesn’t overwhelm with unnecessary complexity. **What do you dislike about Capsule CRM?** While tagging contacts is easy, it can quickly become disorganized without a clear process, leading to clutter and confusion in your database **What problems is Capsule CRM solving and how is that benefiting you?** apsule CRM solves the problems of disorganized customer data, inefficient sales processes, and poor team collaboration by centralizing all contact information, streamlining workflows, and providing easy-to-use tools for managing deals and tasks. This results in better productivity, improved customer relationships, and enhanced team alignment, allowing businesses to operate more efficiently and deliver a more personalized service without the complexity or high costs of larger CRM systems. ### 48. Lead management and contact management is easy. **Rating:** 4.0/5.0 stars **Reviewed by:** Akshay U. | Residential Projects, Small-Business (50 or fewer emp.) **Reviewed Date:** January 09, 2024 **What do you like best about Capsule CRM?** Visualization of sales process using an inbuilt kanban board which gives an approximate idea on how long it could take to closure the sales process. **What do you dislike about Capsule CRM?** No Two way email sync on any of the plans, there is no phone or live chat support. **What problems is Capsule CRM solving and how is that benefiting you?** In managing leads which we receive through various portals. Managing contacts of prospects which we are sure of closure. Managing & maintaining active sales pipeline is easy. Budget friendly for small organisations. ### 49. Intuitive and Integrates Smoothly with Our Sales Engine **Rating:** 5.0/5.0 stars **Reviewed by:** Daniel M. | Uk coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** February 09, 2026 **What do you like best about Capsule CRM?** It’s I trice and shakes hands really well with our wider sales engine. **What do you dislike about Capsule CRM?** There can be a little repetition. But not much. **What problems is Capsule CRM solving and how is that benefiting you?** It’s helping speed up access to information and next actions. **Official Response from Keith Weir:** > Thanks so much for the 5-star review! We’re really glad to hear Capsule is working smoothly with your wider sales engine—that’s exactly what we aim for. We’re always looking at ways to streamline workflows and reduce any extra steps. If you have any product feedback you'd like to raise with our team then please just let us know directly! Thanks again for sharing your feedback! ### 50. User-Friendly and High-Quality CRM Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Hineth P. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 06, 2026 **What do you like best about Capsule CRM?** 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. **What do you dislike about Capsule CRM?** Nothing **What problems is Capsule CRM solving and how is that benefiting you?** Capsule CRM organizes my client integration documents, notes, and appointment scheduling. **Official Response from Rachel Brocklehurst:** > Thanks for taking the time to leave a review! So pleased to hear you're enjoying using Capsule ## Capsule CRM Discussions - [What is Capsule CRM used for?](https://www.g2.com/discussions/what-is-capsule-crm-used-for) - 1 comment - [What are the top 5 CRM systems?](https://www.g2.com/discussions/capsule-crm-what-are-the-top-5-crm-systems) - 1 comment - [What is CRM database software?](https://www.g2.com/discussions/what-is-crm-database-software) - 1 comment - [What is a case in Capsule CRM?](https://www.g2.com/discussions/what-is-a-case-in-capsule-crm) - 1 comment - [What are the features of CRM software?](https://www.g2.com/discussions/capsule-crm-what-are-the-features-of-crm-software) - 1 comment - [View Capsule CRM pricing details and edition comparison](https://www.g2.com/products/capsule-crm/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-23+19%3A03%3A00+-0500&secure%5Bsession_id%5D=c77034ec-08b1-4444-a0ea-88215633105a&secure%5Btoken%5D=fad2f99e037f53cdd403d010efe28f21930878a3039b6c7964d3e88d4e882f78&format=llm_user) ## Capsule CRM Integrations - [Aircall](https://www.g2.com/products/aircall/reviews) - [Akita](https://www.g2.com/products/akita-software-akita/reviews) - [Apollo.io](https://www.g2.com/products/apollo-io/reviews) - [Better Proposals](https://www.g2.com/products/better-proposals/reviews) - [Calendly](https://www.g2.com/products/calendly/reviews) - [Callbell](https://www.g2.com/products/callbell/reviews) - [CANDDi](https://www.g2.com/products/canddi/reviews) - [Cin7 Core](https://www.g2.com/products/cin7-core/reviews) - [Cin7 Omni](https://www.g2.com/products/cin7-omni/reviews) - [CircleLoop](https://www.g2.com/products/mission-labs-ltd-circleloop/reviews) - [Clockify](https://www.g2.com/products/clockify/reviews) - [ClonePartner](https://www.g2.com/products/clonepartner/reviews) - [Covve - Business Card Scanner & Lead Capture Solution](https://www.g2.com/products/covve-business-card-scanner-lead-capture-solution/reviews) - [Crunch](https://www.g2.com/products/crunch-crunch/reviews) - [Cyclr](https://www.g2.com/products/cyclr/reviews) - [Data Studio](https://www.g2.com/products/data-studio/reviews) - [DMYourCRM](https://www.g2.com/products/dmyourcrm/reviews) - [Docusign](https://www.g2.com/products/docusign/reviews) - [Dripify](https://www.g2.com/products/dripify/reviews) - [Enchant](https://www.g2.com/products/enchant/reviews) - [Feefo](https://www.g2.com/products/feefo/reviews) - [Fireflies.ai](https://www.g2.com/products/fireflies-ai/reviews) - [Flow XO for Workflow](https://www.g2.com/products/flow-xo-for-workflow/reviews) - [Formstack Forms](https://www.g2.com/products/formstack-forms/reviews) - [FreeAgent](https://www.g2.com/products/freeagent/reviews) - [FreshBooks](https://www.g2.com/products/freshbooks/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [Gravity Forms](https://www.g2.com/products/gravity-forms/reviews) - [Harvest](https://www.g2.com/products/harvest/reviews) - [Helpwise](https://www.g2.com/products/helpwise/reviews) - [Import2](https://www.g2.com/products/import2/reviews) - [Jotform](https://www.g2.com/products/jotform/reviews) - [JustCall](https://www.g2.com/products/saas-labs-justcall/reviews) - [KashFlow](https://www.g2.com/products/kashflow/reviews) - [Kixie PowerCall & SMS](https://www.g2.com/products/kixie-powercall-sms/reviews) - [KrispCall](https://www.g2.com/products/krispcall/reviews) - [Leadinfo](https://www.g2.com/products/leadingreports-leadinfo/reviews) - [LeadsBridge](https://www.g2.com/products/leadsbridge/reviews) - [lemlist](https://www.g2.com/products/lemlist/reviews) - [Magical](https://www.g2.com/products/magical-magical/reviews) - [Make](https://www.g2.com/products/make/reviews) - [Make](https://www.g2.com/products/integromat-by-celonis-make/reviews) - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Microsoft Power Automate](https://www.g2.com/products/microsoft-power-automate-microsoft-power-automate/reviews) - [Microsoft Power BI](https://www.g2.com/products/microsoft-microsoft-power-bi/reviews) - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews) - [MigrateMyCRM](https://www.g2.com/products/migratemycrm/reviews) - [MyCRMBackup](https://www.g2.com/products/mycrmbackup/reviews) - [NiftyQuoter](https://www.g2.com/products/niftyquoter/reviews) - [Nyckel](https://www.g2.com/products/nyckel/reviews) - [OfficeRnD Workplace](https://www.g2.com/products/officernd-workplace/reviews) - [Osano](https://www.g2.com/products/osano/reviews) - [OttoKit](https://www.g2.com/products/ottokit/reviews) - [PartnerStack](https://www.g2.com/products/partnerstack/reviews) - [Proposable](https://www.g2.com/products/proposable/reviews) - [Quotient](https://www.g2.com/products/quotient/reviews) - [REVE Chat](https://www.g2.com/products/reve-chat/reviews) - [Shopify](https://www.g2.com/products/shopify/reviews) - [Skyvia](https://www.g2.com/products/skyvia/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [Smith.ai AI Receptionist](https://www.g2.com/products/smith-ai-ai-receptionist/reviews) - [Softphone.Pro](https://www.g2.com/products/softphone-pro/reviews) - [Squarespace](https://www.g2.com/products/squarespace/reviews) - [SwitchboardFREE](https://www.g2.com/products/switchboardfree/reviews) - [SyncHub](https://www.g2.com/products/synchub/reviews) - [TimelinesAI](https://www.g2.com/products/timelinesai/reviews) - [Transpond by Capsule](https://www.g2.com/products/transpond-by-capsule/reviews) - [Typeform](https://www.g2.com/products/typeform/reviews) - [WooCommerce](https://www.g2.com/products/woocommerce/reviews) - [Wufoo](https://www.g2.com/products/wufoo/reviews) - [Xero](https://www.g2.com/products/xero/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) - [Zoho Flow](https://www.g2.com/products/zoho-flow/reviews) ## Capsule CRM Features **Sales Force Automation** - Contact & Account Management - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management **Marketing Automation** - Email Marketing - Lead Management **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Mobile & Social** - Social Collaboration Features - Mobile User Support **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Generative AI** - AI Text Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top Capsule CRM Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,600 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,195 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (2,996 reviews)