Capsule CRM Reviews & Product Details

Creating tasks is easy, and process is simple to create opportunities

Reporting. We cannot pull out necessary reporting required on a daily/weekly/monthly basis.

Maintain lead follow-up. We can follow up leads on timely basis.

We have a number of different users and all of them have different skills and needs. It is very simple to use.

We have yet to find anything material to maon about!

It allows us to have a singular view of our sales Pipeline and, mostly working remotely, complete visibility as to where we are with each opportunity. This allows us to dovetail actions and responsibilities across the Commercial team.

Capsule assists our employees to keep track of and report on client specific requirements. By setting up simple tracks and tasks you will not forget to follow up with a client re quote acceptance, billing or revisions. We use Capsule daily because it allows for ease of access to important client or job related information. The integration opportunities are amazing, we can easily track correspondence with a client and any interactions whether it be by meeting, email or phonecall. Installing the mobile app is off great assistance when you are on site and need to check up with a client face to face.

I am struggling to download the app on my PC - I only have access to the online app.

In our industry, especially over high season, we are all stretched quite thin with the sheer amount of jobs we have, capsule allows us to set up tasks and note staff allocations especially when you are on site. Having the integration with Outlook Capsule does not miss much.

It's intuitive, and incredibly simple to use. There is a richer, more customisable element to it which we've dipped into as and when, and found it always meets our needs with minimum fuss. We've utilised its import facility regularly, and also built out several integrations using its API to enable us to keep track of our contacts, our comms, and also to publish activities to our slack space to harmonise our business development activities. The sales pipeline view has served as a campfire for us - the team rallying around this on our weekly sales catch up to ensure we're all on the same page and that we know where to focus our efforts.

The one challenge we came up against here was when utilising the import feature. It didn't recognise existing contacts as it used email address as a primary key (something we didn't always capture). We raised a helpdesk ticket and received a prompt response with a really helpful workaround, so no harm done here really.

Helping us keep our sales intel fresh and align our business development activities.

Very easy to set up, excellent and timely support, does everything I need it to do. If there's something that looks like it's not supported, the support team are always able to point out how to. The Outlook integration and mobile app are excellent and mean I can interact with the system anywhere.

I have yet to find any - i have yet to find anything I need it can't do.

Centralising our client data needs with a number of very specific data requirements - means we are able to make Capsule our master data store and run all the reporting we need from it. Its interaction handling is particularly good - our need is less about sales than existing customer relationship management, so being able to log interactions and report on them is key. Capsule is excellent at this as its mobile app makes interaction logging simple when on the move, and Outlook integration means contacts and interactions can be created directly from emails with a couple of buttons. The sales functionality is very useful, particularly the ability to create multiple custom sales pipelines, which we use very heavily.

We can see all of our current and past cases, where each case is up to in terms of tasks and all staff members task lists. We can add notes to advise staff of anything they may need to know about the case without them being in the office.

Haven't found anything yet. It's so much better than our previous software. I don't know how we worked without Capsule.

Communication between staff members is easy. We can see all our cases and where they are up to without having to ask management. If we have clients chasing where a case is up to, we can tell them immediately with one quick search on Capsule. I can see my upcoming tasks and therefore work more independantly.

The layout is clean and easy to navigate, intuative to learn. The range of tools and connections make the Capsule CRM seemless in operation. I love that the uptime in all the years I have used the platform has been 100% for me and my data is safe, with the additional option to backup my data to csv. The level of support allows to create work flows that I can adapt to different clients. It is easy to create a new client and then create an complete sales funnel in minutes.

The software fits into my business very well and I have nothing to say on the downside.

Aside from the standard sales funnel and sales management, another area I use capsuleCRM for the building out a network map of employees for a companines or businesses I am targeting for future business.

The pipeline and project management tool. Super easy to use and navigate, a daily tool, great integration with email providers and no training required.

Two very minor niggles: 1) When a task is completed, it's wiped from your calendar (i.e. appointments) 2) No time duration functionality on the calendar (i.e. meeting duration)

Keeps everything in one place.

Super easy to get the hang of and train others to use

Would be great to be able to edit the labels on the tasks to suit your business needs

Great to keep track of contacts with clients

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.

Capsule CRM is a very handy webbased tool for keeping track of my contacts and interactions in business. I like that it integrates with my email. I tried a few other CRM tools and settled on Capsule. I've already recommended it to several other friends in the industry.

I can't think of any downsides at the moment.

I need to keep track of my business contacts and interactions with them.

Excellent functionality, easy to use/implement, with a fantastic support team There is all the functionality I need within Capsule. It was incredibly quick and simple to get up and running on the system in the first place. I was quickly able to customise Capsule for my own business requirements. It is so easy to use (including for non technical people like myself) and this has been a real driver of uptake and usage within our business, meaning that we are optimising opportunities and saving time. Having previously been a user of Salesforce, I am staggered by how much easier Capsule is to use, but has all of the functionality I require. We use Capsule to manage contacts and outreach, sales pipeline and conversion, as well as managing projects with clients. I have used the support team a number of times and they are always very quick to respond, have alwasys been able to answer my question quickly and are extremely friendly and supportive. Capsule also has an incredible marketing automation tool called Transpond which we have more recently implemented and use for marketing. This works seamslessly with Capsule / allows us to have 'one version of the truth'.

Nothing, I can't recommend Capsule more highly.

Organise and manage contacts, outreach to clients, pipeline management, closing sales opportunities and managing projects once a client is signed up. Capsule also has an amazing marketing automation tool called Transpond which we use for marketing.

The simplicity is great, you don't need any training, but have lots of customization options. With the addition of AI, email templates and workflows they made it even more powerful.

Task reminders are very handy, but don't show the expired once which can cause that you miss older tasks. Besides that it would be great if you can customize the sending time of it.

Capsule CRM offers management of all our tasks, cases and communication in one place. This together with our sales pipeline.

Easy to use and flexible options for customisation that suits your needs.

If I have to name one, it would be Capsule hasn't had integration with Xero Practice Manager (XPM).

Helping our multi-industry teams to collaborate in one job/lead management platform

Best part of the system is that its very easy to use. You can setup the software and make changes easily with minimal to no support. Setting up workflows is also very user friendly

reporting functions is not at par with other CRM.It would be better if they also improve there search functionality. At time you feel restricted because of these missing features

I just wanted easy to use CRM. HUbspot was good but very complicated. It was hard to train employees on the hubspot and with so many things i used to get lost myself

Easy to create lead, add lead, delete in simple you can easy put different leads with different stages which help us to differentiate between hot & cold leads. Easy tk create pipeline & follow up.

Some time bugs causes laging of crm, they should add popup or remainder for your task on screen which help us to follow the lead on time & get your work done easily.

- To Mange lead types like hot or cold lead -To differentiate leads stages -To create pipeline -To follow up the task on time. -Easy to use interference. -With Awesome backin support if any issues happen.

Capsule meets all our needs for a CRM. The best part, is that it's super intuitive meaning anyone can log in and easily figure out how it works without extensive training. Functionality is solid for our team needs - it's easy to find/extract groups of contacts as well as upload/sort/etc. The supporting documentation is good and help is an email away with quick response times. Best of all, it's a huge value compared to other CRM programs and again, no expensive trainings or extensive migration issues to deal with making it perfect for managing the contacts for our small, non-sales team.

Not much really, it works well and does the trick.

We previously kept our contacts on multiple spreadsheets so you can imagine the nightmare of managing/updating. With Capsule, it's easy to update, track and make notes and the whole team can have access online without hassle.

It's very user-friendly and versatile with lots of flexibility, customization and integration.

I'd like a lot more education about all of the features + more ability to pare down duplicate contacts in batches.

I use it mostly to keep track of contacts and the trail of their related emails. It's very helpful to retrieve the last time I had an email conversation with a particular contact and review details in order to follow up.

I have set Capsule up for several clients in the past, when I ran my own business helping SMEs to systemise & document their business processes, so now I have a "proper" job and when my current employer asked me to come up with a simple but effective CRM system, Capsule was of course my first choice! My main priorities were: ** Simple to use - clear interface that's easy for anyone to pick up ** Easy to set up and adapt to our own requirements - plenty of customisations of fields etc ** Great value for money and monthly billing (if it turns out they DONT like it, there's no major issue! They love it by the way!) ** Easy to expand for more users as and when required ** Fantastic help screens and OUTSTANDING & friendly support whenever its needed

Not really dislikes, but things that could maybe be incorporated in updates? ** Ability to set your own options for default opening screens - eg Sales Pipeline in list view with a specific saved list showing ** Ability to sort saved lists by ANY column, and by clicking on column header instead of going into settings ** App to connect with Outlook so as to avoid having to look up opportunity dropbox addresses

** Capture of new contacts via website ** Capture of opportunities - even when at early stages of discussion prior to quotes being prepared (previously hidden in the 2 x Directors heads and their overflowing, disorganised email inboxes!! ** Full visibility for both Directors (and prospective buyers) of pipeline values for the business.

I've tried multiple competitors, and for the price, this is hands down the best product on the market. Its integration with Outlook is invaluable. Using a Dropbox interface, messages are easily linked to the correct contact for later review. The activity reporting is also handy: it lets you control the frequency of interactions and avoid letting clients drift off through infrequent contact. Finally, the importation of contacts was about as problem free as any I've encountered: very nice AI.

The contact sorting and display is a bit underwhelming. It would be helpful to allow the user to set a screen filter and always come back to that presentation. As it is, you have to log on and change from the default every single time.

I can now proactively manage the frequency of interactions thereby making sure my company is not forgotten due to inattention.