Capsule CRM Pricing Overview

- Easy to use. - Does its core job well. The support team is great and super responsive. - Connects with Xero, Microsoft 365, Mailchimp etc. - Excellent value for money. - Developers are open to ideas and improvements. - Simple for one person and scales up with the business.

I don't see any downsides at present with Capsule.

Keeping track of all out leads and contacts and providing metrics showing how we are performing and what channels work best for us.

It's easy to integrate into our workflows and software (email, Slack, Quickbooks)

It could perhaps do with more (or more obvious) user guides - videos or webinars to showcase features.

Lead management and communication tracking, and also making sure a remote-working team can see a central point for customer communication.

Capsule CRM is an incredibly user-friendly and efficient solution for managing your business on a day-to-day basis. One of its greatest strengths is the ability to customise different sections according to your specific requirements. It is not only a cost-effective CRM, but it also exceeds expectations by seamlessly integrating with popular tools like Outlook, Xero, and other essential business software. As a growing business, Capsule has greatly benefited us. It empowers us to track opportunities and share valuable insights among users. The 'task' function allows for seamless follow-up on leads and prospects. I particularly appreciate the feature that enables reporting on the value of opportunities, which helps us create anticipated turnover forecasts. The generated reports are exceptional, providing insightful snapshots of our business. Additionally, these reports can be easily exported and integrated into our monthly reports. Moreover, I have been consistently impressed with Capsule's Customer Services team. They have always been prompt in responding to our queries. Whenever they couldn't support a specific request, they took the time to understand our needs. They either provided alternative solutions or, impressively, created new functions on the platform that benefited other users as well. Having experience with various CRMs in the past, I firmly believe that Capsule is the most cost-effective, user-friendly, and streamlined option available. It stands out as a powerful tool for efficiently managing business operations.

Nothing! Capsule has met all of my CRM needs and more.

Capsule allows us to manage our data base to comply with GDPR and also opportunity tracking

My favorite thing about Capsule CRM is the easy layout that is presented. It is simple enough to understand for those who are fairly new to PM!

The price point is a buit above average than competetors.

Capsule CRM is helping my team with their organizational skills when it comes to PM.

Capsule has been an amazing additional to our business. It is fully customizable and so user friendly. I have already recommended it to many of my colleagues and associates. The reports and filters makes it easy to get the information out of the CRM you want easily. The fact that I can email directly from the CRM is so valuable to my organisation, keeping all details of customer and driver interactions in an easy to find place. Our business has had it's best every 2 years and Capsule has played an intergrel role in that. On the odd occasion I have had difficulties, the customer support team has been there to assist in a timely and effecient way. Finally the to do list within Capsule, mean it's my go to each morning to get my day organised and focused. My emails are also intregated so all calendar appointments pop up so I never miss a meeting. I have been using Capsule for about 2 years, I use it daily and look forward to continuing to use it for organising my day, my leads, reporting and measuring for the continued success of my business.

I could NOT say any negative about it at this stage. Anything I have wanted to program to do it has easily been able to. Thanks again.

One of the biggest problems Capsule has helped to solve is the measurability of our data. Capsule is easy to customize and therefore we can capture the data we need and after 2 years of using the program we are now generating reports so that we spend money in the areas where we now know will have the greatest impact. So Capsule is honing our sales and lead generation efforts, saving us money and time and cutting our conversion rates dramatically. Furthermore, we use Capsule for retention of both our drivers and customers. When each new driver or customer is set up in Capsule, we simply add some milestones, click on repeat every 3 months, 6 months or 12 months as needed and are then promoted through the to do list on the front dashboard to reach out, celebrate, congratulate and follow up, all leads and existing customers and drivers at regular intervals to add value to them and continue to build strong partnerships

I have used Capsule in work for small businesses in recent years and it is a fantastic system. It is easy to set up, intuititive to use, is well designed, and low cost. There is a help desk and the team are quick to respond to queries by email.

There are no negative comments I would add here.

I have used Capsule to support new business, client managament and basic project management, and it works very well for all these areas.

Easy to use, good features, and good value for money.

Nothing to not like. They are always adding new features.

Streamlining sales process and seeing at what points prospects are falling away or getting stuck.

It's simplicity! We've tried other systems that are over-complicated and Capsule is a refreshing change. It was easy to set up for our team and integrate with other systems that we already have in place.

We'd love to move up to Professional for the extra features, but can't justify the extra cost at the moment.

Capsule helps us track all of our customers, suppliers and partners so that we know exactly what's going on with every contact at every stage of a project or interaction with them. This helps our team to stay informed when speaking to clients and we all know what everyone is doing.