Capsule CRM Reviews: 4.6/5 — Highly Rated

It's easy to use, has a pleasing UI like Asana. It includes 'Cases' which are customizable multi-user sequential and parallel customer success workflows which can be triggered immediately by sales events like deal close. It integrates with everything! I recommend CRMs to companies in my work. I've used Pipedrive, Salesforce, Active Campaign, Hubspot CRM, MS Dynamics. For small businesses I keep coming back to Capsule CRM for it's ease and simplicity. Low cost is a bonus

A few years ago, there weren't user view settings that restricted people to be able to only see their deals. It was every sees everything by default. That's been fixed. No complaints now.

This software is great for companies that need a lightweight solution that is easy to use and offers just enough customization but not too much. It has a pleasing intuitive interface. The biggest problem with CRMs is adoption by end-users. If there's too much of a learning curve and/or it doesn't integrate into their day/workflow in a frictionless manner, it just won't get used. This is a software I've implemented at multiple small businesses and people like it.

The free version allows a decent amount of customization including adding new fields and tags, which is really useful. It's a very lightweight product that's great if you just need a pretty simple CRM without all the bells and whistles.

It's not a big deal to me, but again, it's not a super high-end CRM, so if you have really complex needs, this probably isn't for you.

I use Zapier to integrate it with all the different customer contact points I have so I can keep my sales funnel organized.

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.

Free for longer than most others, integrations, ease of use.

It is set up different than other CRMs I have used so it takes a bit of adjusting but worth it.

Saving money! It costs less and does the job just as well.

I like that Capsule crm helps me organize leads at a very good price.

I dislike the limited support in Capsule.

I am staying organized with my leads without paying a hefty price.

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.

User interface is very good, Capsule is integrated with other platforms and has the right price

Data analysis and statistics are very poor

I'm managing the sales process of my company.

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.

is a very practical and easy to integrate tool because you can customize it to the interests and needs that are present in the team, it is easy to navigate and understand its operation.

I have nothing negative to say about this tool, it has worked in a very useful, intuitive and easy to use way.

is a very intuitive and practical to use CMR, as it allows you to customize the tool to the needs that are present in the team, managing all the information developing all the data integration, such as a spreadsheet. hCaleCaving access all in one place.