![Lucy M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Lucy M.")
LM

Lucy M.

Operations and Accounts Manager

Construction

Small-Business (50 or fewer emp.)

7/9/2026

"Easy-to-Use CRM That Saves Time with Helpful AI and Excellent Support"

5/5

What do you like best about Capsule CRM?

I have used Capsule for over 10 years. It integrates really well with my other software such as Xero and Transpond. Its extremely easy to use, it enables me to track my projects efficiently, as well as update any notes from recent contact. The new AI tools are really helpful, I am able to send an email in seconds using the AI email tool. Their customer service is excellent, and they offer webinars to help you use the software to your best ability. I think it is priced really well, and the software itself saves a lot of time when dealing with customer management. Review collected by and hosted on G2.com.

What do you dislike about Capsule CRM?

I would like it if I could upload files to a project under its own file section, as after a couple of weeks, files do get lost in the trails and I have to keep scrolling to find them Review collected by and hosted on G2.com.

What problems is Capsule CRM solving and how is that benefiting you?

It makes customer management simple and efficient. I can create projects for every job I’ve quoted and keep everything organised by moving them through different stages. Review collected by and hosted on G2.com.

Show More

Current UserValidated ReviewerSource: Organic Review from User Profile

See what 507 reviewers think of Capsule CRM

4.7 out of 5 · Verified reviews from real users

[
Read all reviews
](https://www.g2.com/products/capsule-crm/reviews)