Capsule CRM Reviews & Product Details

I really like this system because it gives my business a unique comfort in handling, thanks to the interface it has that is very friendly and allows us to have everything organized. It has functions that make my company grow. This system also allows me to modify my control board at my pleasure and to prioritize tasks with it. This system is very versatile and I like it because it allows me to integrate it with other sales systems in order to better see some functions of customer behavior and detect better sales opportunities.

At the moment I have no complaints about this great tool, however I can say that some errors in the system are annoying, but they are not from the other world.

Thanks to this system, I can group clients into different sections, for example: responsible clients and irresponsible clients, in order to be more effective in collecting their respective invoices. Thanks to how light this system is, I can have it without problem in my laptop, allowing me to be able to make good plans, also at leisure I can return to the classes of this system that was taught to me by the excellent customer service team , in order to reinforce knowledge to be more optimal in the use of this system.

Capsule CRM has a clear yet nice design that makes it very easy and enjoyable to use. As a 'one-man-band' it supports my business in several ways: The pipeline gives me a comprehensive overview of opportunities I am working on. Its Milestones are adaptable. Importing contacts is easy. Lists can be filtered by tags. Crosslinks are quite effective (to Companies, Opportunities, 'Cases' et cetera). 'Cases' help me organise projects. I also use them to store information that is not related to clients in. I use 'Tracks' for standard workflows; they are basically lists of tasks that you compose once and then use where and whenever you want. I use 'Tasks' a lot! I can link them to anything I like. They are presented in lists or in the calendar. Almost all lists and overviews can be adapted / filtered easily to make them fit your needs. Capsule also comes with an app for iPhone and Android. Oh, yes: the service is fantastic! All of this is priced very reasonably as well.

Capsule CRM tasks do not support 'end-times'. This means, that tasks and appointments have a standard duration time of one hour. I use color-coded tags to overcome this problem.

Capsule solved my problem with clarity mainly. I now have everything in one place, from email correspondence to 'cold-calling lists' (click-to-call) to standardized replies (Cases) projects and proposals. The app allows me to be up to date everywhere I go. Capsule also made it possible for me to plan sales activities or projects in a standardized way through 'Tracks', so I never miss a step.

Simplicity: Parties, Tasks, Cases, Opportunities... that's it. By being so simple it's immediately effective. There is really very little to learn in order to start using it effectively. From first sign-up to productive within the hour is a good expectation. Capsule has several API connected systems, e.g. Xero and Zapier so, in general, you can find a connected solution that will fulfil the bits that Capsule doesn't deliver.

In that classic balance - it's simplicity can be limiting. For most organisations in the Capsule target demographic this is unlikely to cause concern. It's possible to customise the system using custom fields, 'tags' etc but that can lead you to an elaborate workaround. For instance managing customer support contracts is simple - create a 'Support Contract' data tag for cases, start date, expiry fields... but adding a list of supported components is less straightforward.

Centralising customer information, keeping track of outstanding tasks.

Being able to create a rich customer database which includes a detailed profile for each of the contacts and companies you come in contact with both via email and those you import from previous systems.

There are a few missing features which seem easy to implement and yet often cause me a lot of manual work through their omission. Features such as: The ability to export and then re-import contacts using their unique id number as given by capsule. The ability to auto-search and correct for duplicate entries/similar company names. To include more detailed search functions, sometimes it requires some creativity to create custom searches that match simple criteria.

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Pulls in social media links based on a contact's email.

For our business, clients either sign on for a full contract, or nothing at all. Yet, Capsule calculates what's in the pipeline based on percentage chance of winning a piece of business. This gives an inaccurate way to measure what's really in the pipeline (at least for our business). I also wish it had integration with our project management system (5 pm).

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Great tool - I like the customizability best - can tailor it to your custom requirements Customer support is brill too - I've reached out twice and have got a very prompt response every time

Maybe just the bit that it copies all email trails into every activity logged

Helps keep all lead and sales data in one place - consolidated info by opportunitiy

The major upsides of Capsule CRM are it's ease of use, management of new contacts or customers in proper and hassle free manner.

Things which could be improved are: Customisation of user interface and its appeal. Lack of customisation in terms of dashboard, overall software experience. Integration with MailChimp or any other mailing address. Third party integrations must be improved.

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.

It's intuitive and easy to use. Fairly customisable too so you can fit it to different kinds of businesses.

Like any CRM, these software programmes are only as good as the data inputted. Tagging and labelling is labour intensive but absolutely necessary to ensure your lists for marketing are kept up to date. This relies heavily on human participation!

I have a central repository for all client information. Overtime, other users will be added so we can all see what's happening with those clients. We can also keep track of our pipeline of sales, at the different stages. And finally, we can integrate with the likes of MailChimp to keep our mailer lists up to date.

I love how simple and straightforward it is.

I wish there was a better way to automate sending contracts and invoices.

Keeping track of leads.

It's a pretty useful tool. This application will make your job simpler; it not only improves organisational management, but it also increases efficiency and saves effort for making a saleIt enables me to collect and monitor customer leads more efficiently. It also aids in collaborative job assignment. It also improves the effectiveness of sales management..

It takes a lot of time for the initial set up for which they should come with some other alternative to speed up the process.

It has enabled to collect and monitor customer leads more efficiently. It also aids in collaborative job assignment. It also improves the effectiveness of sales management.

CapsuleCRM has a very nice UX and loads of intergrations. It's worked really well for us and helped us grow as a result.

It could maybe include some more automations with regards to email campaigns but it looks like they are working towards this.

It's been at times THE reason we've grown our business.

The price-point of Capsule CRM fits our small business budget without sacrificing features.

Having additional API integrations would be very useful, however, the API's available are still quite robust.

Capsule CRM has helped us to organize our leads and customers and has allowed us to increase our sales and productivity in a short period of time.

Simple and easy to use interface, allowing to search profiles efficiently.

Can use more updates, such as additional search tools, allowing users to broaden search results.

Able to collaborate with other sales tools. It's a very user friendly system.

Loving the recent improvements in 2021, they are listening to users and changes are all great.

Wish you can have an email signature with links when sending from the CRM.

Organizing clients and keeping tasks on schedule. A great reference for interactions.

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It doesn't take long to sign up for Capsule and get started with new cases and opportunities. The interface has a light and pleasant design that is comfortable for me to use. I don't feel like it's too technical a platform. I can go in and understand, for the most part, what each section is for and how to add and edit information in it. I like being able to add tags to various data elements so that they're all connected within the same category, which improves our overall organization and focus.

Capsule isn't incredibly advanced compared to what some other CRM platforms offers. There are no substantive automation capabilities that would allow us to run email campaigns and other types of marketing activities that could steadily nurture leads towards a conversion. The per user pricing for the most premium plan is on the high side, in my opinion.

We were just looking for a simple CRM platform that could help us log and keep track of activities and assignments, which Capsule has done fairly well. The user interface and usability is basically simple for most of us that use it. It's a solid centralized portal that we can use to connect with each other to provide updates on pipeline progress and to collaborate on planning campaigns and lead follow-up actions.

Task managers - setting reminders - connecting directly to your email and recording there - the use of macros is simple and very user friendly We communicate with a team across the united states and this is our HUB for sales and what the entire sales team uses to track leads and to track progress of sales leads, time to close, etc

That Capsule doesn't like properly to my gmail calendar but does work great with the reminders for them. I feel that the sales pipeline could use some updating and be more comprehensive like other CRMs I have reviewed. The sales pipeline for others seems to be more detailed and directed as opposed to simple/basic needs.

Sales pipeline and the use of notes to communicate between out of state sales team members This CRM is paramount to the success of our sales team and even with misuse of the software by poorly skilled team members, it is still easy to figure out what happened, where they left off and what needs to be done next.

Competitively priced and cheaper and easier to use than Sales Force. Cloud based and superior to Act which I have been using between 1998 and 2016.

Calendar and task view can be a little annoying to use when trying to move a task to another month but you do get used to it.

I like the grouping features and this allows me flexibility with customer records, particularly as I am a Manufacturers Rep (Sales Agent) and quite often have one account shared between two or three principals.

Capsule calendar is superior (in my opinion) for managing and scheduling tasks than Hubspot or Infusionsoft.

The left-hand sidebar for Opportunity/Case info used to be limited in characters (bad), now it seems unlimited but hidden by a "more" click after only a few lines (slightly less bad).

Client management and sales/delivery scheduling.

Simplicity and ease of use are Capsule's main features. The interface is simple and intuitive, and up time is very high. The breadcrumb feature showing recent records which have been visited is very useful. We don;t use the cases feature but it is a good inclusion for small businesses who don't have another help desk/support system. The Capsule API's are very strong and robust so integration with other other systems is possible.

The reporting module is poor with limited flexibility. Email integration is manual, using a BCC for outbound mails and a Gmail gadget for inbound. Messages can be linked to opportunities or contacts, but Capsule sometimes doesn't find all the opportunities. We are about to hit the 50,000 record limit which is causing us some problems. Importing data is a little cumbersome as two passes are required - orgnisations first then contacts. De-duping is also painful.

Capsule handles all our prospect and customer interactions. The integration with MailChimp is very strong and is proving worthwhile.