I use Capsule CRM to track customers, prospects, and follow-ups, and to keep projects moving from start to finish. It helps me organize our workflows and keep projects on track, and I can see how we gain or lose prospects. I like that it’s easy to use, fast, cost effective, and easy to customize for our company without a big onboarding process. We set it up quickly, and I use it as a work dashboard that stays open on our computers so I can see what’s happening in our sales and client operations. The sales pipelines make it easy to track prospects as they become customers, and the projects feature helps me carry the work forward once a customer is ready. Capsule CRM works well with Gmail, so I can respond to and track conversations in one app, and it has a pretty good QuickBooks integration for billing. Setup was extremely easy, and I’ve used it for years. I recommend it to everybody.

Easy search functions make it very easy to find information on customer data/product sales, as long as it is entered correctly to begin with :)

It's simplicity. Ease of use. Clear access to tags, tracks, projects and opportunities. A great CRM for businesses who need a clear and concise way to see their clients.