Capsule CRM Reviews & Product Details

I am thoroughly impressed with this CRM! Easily integrated (like 5 minutes!) and using it with almost every transaction/action in the workplace. Its intuitive interface simplifies workflow, making managing contacts a breeze. They have a great pipeline set up that enables us to manage and organise sales stages. The standout feature, however, is the exceptional customer support. The team was responsive, knowledgeable, and goes above and beyond to address any queries promptly. Their dedication ensures a seamless experience, setting this CRM apart from the rest. Highly recommend for businesses seeking not only a robust tool but also top-notch support!

I cant see any downsides- it really is brilliant.

Streamlining the workplace CRM process. Weve been shopping around for so long trying to find something that isnt as complicated as the mainstream 'go - to' processes. It also plugs into our Accounting software. Im SO happy.

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.

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.

It is priced reasonably with intuitive features and UX/UI.

Perhaps the integration with GMail as currently i am using a BCC extension to get my emails to capsule

It helps to manage my ongoing deals with clients and allows my team to have visbility on each deal.

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.

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.

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.

The ease of use of the sales pipeline and the email storing

It would be great if there was a desktop app and if I could store contacts in separate groups, not just tags

Helps me to keep track of what I am doing with potential customers and make sure I don't miss out of opportunities

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

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.