Capsule Reviews

Pretty good.

Comments: Overall experience was positive. It's a solution that I recommend to people.

Pros:

What initially attracted us to this CRM was its cost effectiveness. I was impressed by how easy it was to deploy and run. The mobile app was pretty solid, easy to use and probably better or on par with some of the other (more expensive) CRM apps I've used. ~Capsule also had a decent project management function.

Cons:

I think we had some trouble when trying to connect to Mail Chimp. From memory it took a long time to get it right.

Alternatives Considered: Zoho CRM and Salesforce Sales Cloud

Day #1 of the evaluation

Pros:

DAY #1 - yes, I know, I know its early days but after using a high-powered corporate CRM for 20 years I find Capsules underlying principles of operations intuitive , and easy to understand. I accept there is much to do to get me back up and running in my small business but I'm really confident after my painful transition from a large US corporate CRM that it wont be as painless and frustrating. Also let me highlight an outstanding feature of Capsule. Hardware, software, R&D catchup, and leapfrog etc is the nature of the industry. But what my intuition tells me after a long time in the game what will set this company apart (and I've seen many over the years: good and abysmal) is the quality and calibre of the support. The support team wants me to succeed! :) and that gives me a lot of energy. I have spent 40 years in the IT game and to get a support response from halfway round the world in 4 hrs gives me great confidence. I will report back again year!

Cons:

I will report back in the next 6 months to give an update.

Features and Format Lacking, Good for the Basics

Comments: Overall, Capsule seems middle-of-the-road. It's been useful as a database to keep our pipeline and outreach organized at a base level but hasn't impressed beyond that.

Pros:

The ability to export to Mailchimp has been very useful, it allows us to immediately update lists without having to go through multiple extra steps.

Cons:

Certain features I'm used to in a CRM are missing. The only way to correlate multiple organizations (as a subsidiary or similar case) is to make a note of it in the organization description and that doesn't link through. You're also unable to categorize a contact under multiple organizations, so you need to create a new person with the same name if you want to put them under more than one company. It would also be nice to have a better search and reporting function. The only things you can search for are the person, organization, case, and note content, so every other bit of information you'd like to search for and compile must be placed as a tag, which gets clunky and disorganized easily. There is some sales pipeline reporting, but the options are not as robust as other CRM systems I've used in the past.

This is IT

Comments: I use it and recommend it to my clients.

Pros:

If you don't want to hire an assistant but need something to keep you on track then you have come to the right place

Cons:

I would like it to work better with Apple.

A simple CRM that allowed us to hit the ground running

Comments: Overall I have been pleasantly surprised. I at first thought the system would be too underpowered for what we needed, but it has actually delivered on what we have needed and the simplicity of changing things has allowed us to easily experiment with our processes until we have things right. It has suited our small team very well - and I look forward to seeing how well it scales with us.

Pros:

I like the simplicity of the system. It was very quick and easy both to setup (and make changes to) and then to use the system. It has been very easy to train new employees on. The system has some good power around workflows - which have helped us lock down our processes and helped new staff to follow them. It has a good integration with Xero which has saved us a lot of time and has just released an integration into a mail campaign tool (Transpond) which looks to be a nice added bonus.

Cons:

The system doesn't have a document generation tool (so you need to generate invoices and quotes in a separate system). It also is comparatively underpowered in the reports you can generate (even when you upgrade to the higher tiers that have additional reporting functionality). You can export full data sets to CSV - so we have built what we needed in Excel, but it would be nice to have it saved as reports and visualisations in the system. There also isn't the flexibility around notifications that I am previously used to (and so we have had to adjust the workflows a little).

Alternatives Considered: Salesforce Essentials

Reasons for Switching to Capsule: The initial price point was cheaper for Capsule (about half the price of Salesforce) - and I and other key staff members of the team had experience of setting up Salesforce and found that there was just a lot more to do before you could start using the system (and another step change of work before you could start using it again).

Capsule is simple to use and just the right number of features

Comments: I've been using Capsule for several months and I am very happy. Occasionally I try other apps just to see, but none of them are as easy to use. Capsule feels like a gem of a CRM in a field crowded with lots of apps. If you need reminders of who to follow up with and when, Capsule does that really well—and can grow with you as you grow. Next year I'll likely need to upgrade from the free level, and I'll gladly do so.

Pros:

As a service provider I have a lot of contacts to track. I tried several CRMs (Hubspot, Monday, etc) but none were as simple to use as Capsule. I had basic needs: track new contacts and set reminders to follow up. While other apps had those features alongside dozens of other tools, Capsule made it very easy to start tracking and reminding right away. And that's on a free level! The Gmail extension works really well and makes adding tasks quick and easy.

Cons:

If I was nitpicky, I'd say maybe a more modern design. But it's not strictly utilitarian, and it's simplicity makes it easy to do what I need.

Alternatives Considered: Pipedrive, Brevo, monday.com and HubSpot CRM

Reasons for Switching to Capsule: Other CRMs were pretty complicated for what I needed. I first tried Hubspot, but I was lost in all the features. All I needed to do was set reminders to follow up with people. While the other CRMs do that, it felt like I had to swim through a dozen other features to get there. I was able to start using Capsule immediately and knew exactly what to do. And with the Gmail extension, it's even simpler.

wonderful Software for every business

Comments: The software is simple to use, it has a wide range of tools that you can use. However, the great thing you dont have to use all the features and they are hidden away, so they dont affect your everyday usage. Incredibly for this type of software and all the tools you can access, it is incredibly affordable for personal, small business or large companies. We really love the product

Pros:

We have used this software for over five years. We used to use act and were reluctant to move to another provider. We moved because we could use the software on all forms of devices, anywhere in the world. The other great feature is that it is so simple to use, you hardly need any training at all

Cons:

Actually we love it, so we dont really have anything negative to say

Quick and useful to get ourselves organised but the limitations are starting to show

Comments: It's our 2nd management tool - the first one was overly complicated and this is quite simple
The Dropbox solution is a bit of a fudge but it works most of the time.
The tasks system and visual customisation leave a lot to be desired.

Pros:

It's fast and simple, a young British company. which we wanted to support. Its online and accessible on an app It does a lot of what we originally needed

Cons:

The tasks and the layout - lack of customisation - colours or icons - fields can be hard to identify at a glance. Starts to get expensive with more users - if I could role out viewing to my whole team (no input) it would be handy - but i can't justify £300 a month We no longer use the sales side - that didn't really work for our company - now just use the contacts, tasks, recording of data

Easy to use, keeps my lead tracking process organised

Comments: It's positive - solves a problem, makes my life easier so it's a thumbs up from me.

Pros:

I love that it's easy to use, keeps my lead tracking process organised. No complicated features. I set reminders and track everyone I have contacted. I can access all features really easily and it just makes my sales and marketing manageable - without additional functions I won't use or need.

Cons:

When I import a CSV file - I need to format it slightly for it to identify all the columns - just an extra step which is a bit of a pain but not a biggy.

Alternatives Considered: HubSpot Marketing Hub and Mailchimp

Reasons for Switching to Capsule: Does exactly what I want without the other stuff that make CSMs so more complicated and heavy

Best CRM I've ever used

Comments: Peace of mind for my business

Pros:

Visual presentation of the data, ease of access, monthly subscription, data capture, project tracking, email link capability, mobile access.

Cons:

The CRM had no functions that I disliked

Alternatives Considered: Act!, Salesforce Sales Cloud and SugarCRM

Reasons for Switching to Capsule: All other products were too complex with difficult to set up daily interactions

Best in Class CRM

Comments: I originally acquired Capsule to keep track of customers, potential customers, task management, and event management for a coaching and education business. I continue to track coaching clients in the software, but now I primarily use it for event and task management for a grassroots nonprofit.

Pros:

Capsule is a CRM system that delivers excellent support for a small cost. It is more customizable and has more features and greater ease of use than others in its price range. It was fairly easy to set up, customize, and learn using the provided guides and the responsive customer service team. It easily supports tracking of all actions related to an entity in one place. It has a number of built-in APIs for integration with email marketing tools and other applications. I really appreciate the task tracking, the ability to track potential customers through a customizable sales funnel, and the capacity for creating cases for tracking interactions with related to a particular person, organization, or project. I also like the ease with which I can create my own "tracks" for processes that I often repeat.

Cons:

The things I would want in a CRM application that are not present in Capsule are all things for which I would expect to spend more money. For example, if I were to spend more money on a CRM, I would look for one that includes volunteer sign up forms and the ability for donors to manage their own profiles and track their own donations. It is a pretty simple tool, but again, very robust for the price.

Alternatives Considered: Less Annoying CRM, Zoho CRM, Insightly, Pipedrive, Acuity Scheduling, OnePageCRM, Highrise, Really Simple Systems CRM and HubSpot CRM

Reasons for Switching to Capsule: Best fit for our needs

Use it daily and recommend it to all my clients

Comments: I recommend Capsule to clients for simple efficiency. Just getting your tasks sorted according to client or project is a huge benefit and Capsule, to me, is much more intuitive than something like Asana

Pros:

For me, task and workflow management make life much easier. No more remembering important calls or actions; they just come up in your dashboard. This is especially relevant when you're toggling several clients at the same time.

Cons:

The pipeline forecast graph (revenue forecasted per month) never seems to be correct and I've not been able to figure out how to fix it. This area could be more foolproof. Also, I never look at the latest updates on the 'home' screen even though it takes up most of the space. Imo, this could be replaced with relevant data like the pipeline graph. Better yet, make this a customisable widget area so people can choose what would work best for them.

Capsule CRM - great product

Comments: The ability to track your sales pipeline and customize the stages and categories has been the most valuable part.

Pros:

Capsule CRM is great for a small business CRM. We use it primarily for contact management and sales pipeline tracking. We love the Outlook integration so that it stores your email activity. Also, the ability to customize your own categories for contacts, customers and the stages of your sales cycle -- all of this is great.

Cons:

I don't really use the calendar feature, but that's not to say it wouldn't be useful if someone wanted that option. I think the only potential drawback some may have is that Hubspot has their free version, which has some similar functionality to Capsule CRM. However, what is GREAT about Capsule is its simplicity. We also looked at Hubspot, but it was overly complex for our small business needs.

EASY AS PIE

Comments: has been great to work with and easy to operate

Pros:

Super easy to start using , the pipeline is the best way to keep track of sales process and visually easy to keep track of

Cons:

I feel it needs to automatically remind me of thing, I use this to track inquiries and sometimes people fall through the cracks. if for some reason I forget to start an opportunity I won't see the customer on the sales pipeline, maybe its just the way im using this.

One of the best CRMs I've ever used

Comments: Capsule has allowed me to keep track of all my leads and prospects. Because I can see how I've interacted with them in the past, I'm able to tailor my follow-up process to ensure a higher conversion rate. Capsule paid for itself in a very short period of time.

Pros:

I love the fact that Capsule is one of the easiest CRMs to use. One of the reasons salespeople don't use CRMs is because they feel overwhelmed or because there's a huge learning curve. Not with Capsule. It's easy to learn and they also have a really cool app that allows you to track your contacts directly from your phone, which means you can stay on top of your sales process.

Cons:

I think that the free plan should allow a little bit more than the 250 contacts it currently offers, but other than that there aren't really any cons.

The views of a small business technophob

Comments: It is our company database so we use it many times a day. The experience has been good but I'd say that the fact it is reassuring basic will in the long term be an issue.

Pros:

Capsule is very easy to use and for someone who hates complex tech it is reassuring straightforward

Cons:

We haven't integrated the software with our other systems so we are probably missing a trick. What I like least is the fact that I do have to somethings twice. I probably need some coaching!

Stands out from the crowd

Comments: Having used a number of CRMs, Capsule has stood out as an excellent all round package. The interface is accessible and easy to navigate, whilst the settings are in-depth enough to allow for professional alterations tailored to any particular cause. We are a charity and use it to track our philanthropic relationships, donations and overall workload. One of it's best features is how easy it is to assign and track tasks, and manage multiple shared relationships and communications across a large team. Thanks to Capsule, I know for certain it's helped us to better achieve our goals.

Pros:

It can be tailored to a significant extent Easy to track relationships and communications Easy to assign and track tasks Nice light easy to navigate interface

Cons:

It's export functionalities and query are somewhat limited

An "Honest and Basic" CRM for sme

Comments: Capsule is an easy to use CRM with all the "basic" necessary features to manage your customers / prospects and their history
It is the centralized place where you can store all your customers / prospects contacts and manage them.
You need other specialized tools if you want to manage completely the pipeline, the sales cycle, the service tickets
There some good integrations but limited. All the rest should be managed via API

Pros:

Easy to use Nice integration with Socials to retrive people information (pictures) Some basic easy to use integration with msot popular tools like Mailchimp, Xero, Zendesk Good the App for iOS

Cons:

Limited tools integration No a really solution to manage sales cycles and tickects

Should run our lives

Comments: We use Capsule as the main database of the organisation-meeting notes as well as the all contact details

Pros:

We should have automatic opening in the morning for the timing of reminders but ill disciplined we plug into emails first thing!

Cons:

I think you should refresh your landing page more often and perhaps carry a daily piece of advice or a tip or a reminder of a public anniversary -famous peoples birthday -something that you would ordinarily not know but is a piece of interesting info

Capsule really works for me

Pros:

Its so easy to use and its simplicity really helps me to save time

Cons:

The only thing is that sometimes the contacts are duplicated when I add in an organisation

Easy to Use For SME's

Comments: I like it very much. Its user friendly and easy to setup. Customer service is first class. Just get some good canned reports set up and it will be great.

Pros:

Its ease of use and setup. We were able to setup three users in very little time and get the results that we required. Importing data was easy and setting up custom fields and tags was no problem.

Cons:

Reporting could use some depth. For example it would be useful to see customers contacted on a daily, weekly and monthly basis. A section with pre set but customisable reports would be nice

Review

Comments: It has helped us stream line and keep great work flow.

Pros:

What I like most is keeping notes and tracking all phone calls and customer interaction with ease to follow up.

Cons:

Possibly a way to add photos to activity log.

Easy to use client management

Comments: Easy to capture important client notes, follow up items and important stuff like their pets' names.

Pros:

Easy to use, inexpensive, has all the features I need for my small business

Cons:

Can't think of any improvements I need at the moment

Founder

Comments: Very happy

Pros:

Tasks, Mobile friendly, team management

Cons:

I like it all, easy to use it. Mobile friendly

Fantastic & Simple

Comments: We started using Capsule about a year ago and are very pleased with it! Over time we were able to really adjust the softwares capabilities to our business process which has helped to streamline our efficiency. Our employees enjoy how simple and straight forward it is too. The capsule customer service team is always very helpful, quick to answer questions and very friendly. We have also suggested some features we would like to see and they are very receptive of that. It seems as though they are constantly working towards improving!

Pros:

Very simple! Easy to learn.

Cons:

Changing some of the fields to be customized would be great! There is a way to add custom fields but it would be nice to edit some of the already existing ones to be able to use our 'lingo' instead.