Capsule CRM Reviews & Product Details

What the team like most about Capsule CRM is the intiuitive user interfaces and the integrations with 365 and Xero.

We'd like some more team collaboration features in the pipeline areas

CRM is excellent at providing visibility of pipeline, where in the funnel we need to focus and simple to understand next steps for each opportunity, reminders on follow ups and then where the magic happens for us is conveting those opportunities into projects along with invoicing integration with Xero

The ease with which we're able to save information on clients, and reach out to clients directly from the program, instead of logging in and out of gmail a hundred times a day. When I need help, their support team is on the ball, super quick, every time. Very appreciated!

Don't really have anything that I dislike enough to remember, ha!

Keeping all clients in their own space - searching for specific details in each client is super easy & helpful.

It's so easy to use and because it can be built to suit my own processes, it reflects my business perfectly.

The only thing I would change is the ability to pin activity to the top of an account view. But support are always really open to suggestions.

It is enabling me to capture and automate processes and customer journeys. track and maximise leads and opportunities and keep all my contact data in one place.

Really easy to navigate, very intuitive and has just the right amount of features to do all we need, without being overwhelming

preference centre link up with ranspoind could be better

Keeping track of my sales pipeline, which wen I'm busy means things don't get missed. Also able to keep in touch with luke warm contacts en masse Also use it for tracking my referrals, and partner channels

We have used Capsule for many years now, and it has grown with us. From the intial user to expanding our team at Cherry Training, Capsule has consistently been there. Our clients have high expectations from us and we need to make sure our data matches their needs.

o Whilst the software has a solid base and meets 99% of what we want it to do, new features aren't rolled out that often. o A couple of small feature requests.

Accurate Client record management.

Capsule CRM is a brilliant CRM for service based businesses who want to increase net profit because it enables them to increase sales and reduce costs.

The sytem is great, it's difficult to find something to dislke! But, the entry screen could be enhanced and made more useful.

Capsule helps us business owners, and our teams, keep on top of our contacts, our pipeline and what we deliver to our clients. This helps increase efficiency, productivity, and net profit by increasing sales and decreasing costs. When we think of a CRM being a Contact Relationship Management system then we see that we can keep relevant info about all of our contacts in one place - prospects, potential clients, clients, previous clients, partners, suppliers, associates this helps us to have positive rewarding relationships with all the different groups of people we interact with. The integrations with Gmail or Microsoft 365, accounts packages (eg Xero, QuickBooks) and an email delivery system (eg Mailchimp, Transpond) means that service based businesses have pretty much everything we need to grow our businesses :)

Capsule is a great alround CRM system with exceptional support. We were really impreesed with their team !

There was nothing we disliked about Capsule. The Emaiil server was not the right solution for us at the time - but we may well be back!

CRM system with Email server

Had to email cust service for help,they got back to me and really helped

Have not had any issues and I am horrible at tech stuff

As a carpet cleaner I use it to write notes on customers and what makes then happy so I know each time

It's user friendly, intuitive and you instantly find your way around the program. Customer support is fast, on point and friendly. The way it connects with Outlook is so smooth and nice.

I can't think of any downside to using Capsule. I guess I would enjoy more statistics but that is probably available in more expensive user plans.

Helps structuring and planning my work and gathers the data for my opportunities in an organized way. All this without spending unnecessary time on structuring my documentation.

There are so many that I can't think of them all. I only use the Professional plan so there are some more advanced functions that are not available. However, things I love are - dropbox function, the sync with Quickbooks and Mailchimp. the Outlook integration including the Outlook Add-on. and the integration to Better Proposals. I don't use the projects/cases much, but when I have, it's very easy to use and customise. Any issues I have had have predominantly been solved by a quick search through the extensive help files. All in all the platform is very easy to get familiar with and Use.

Not being able to amend tasks and calendar events outside of Capsule (i.e. in Outlook) is a bit o a pain as I use MS 365 extensively for mail and calendar - although this is minor and more of a mindset change - you need to use Capsule as the hub of everything - which is what I don't do at the moment.

Managing my own business, with only me working on and in the business. It helps customer communications, sales and marketing effrots.

Being able to log events and keep track of all tasks efficiently, allowing us to be more effective in meeting our targets.

There isn't anything at all that i dislike about Capsule CRM.

This solves potential loss of business just because of how well it's setup.

Being able to set up tracks of tasks that I do regularly so I don't have to remember what I have and haven't done. Just having all my admin and contacts in one place so in effect Capsule manages my office tasks and it's so easy and intuitive to use.

It's hard to find anything I don't like but one tiny thing is that when it saves emails my logos are saved separately as icons - though that is a very minor issue that I have got used to

Managing all my contacts in one place. Managing and prioritising all my tasks. Managing all my cases and opportunities. managing my calendar and meetings. Creating a to-do list that I can see each day. Colour coding to help identify tasks and events etc. Linking with software. Saving emails and contacts with clients. Just taking everything out of my head and into the system to free me up to do my job.

Capsule CRM has customizable filters for tags and data tags. Capsule CRM supports multi factor authentication. Capsule CRM integrates with a lot of other popular software platforms that we use internally. And using Zapier we are able to take the integrations even further as we were able to integrate with our phone answering service.

We could not find a way to add data tags in bulk. While it's not a deal breaker, it would be nice to have this feature.

Our business is able to organize our prospecting and client list with the ability to filter these contacts in many different logical ways (across verticals, based on size, based on opportunity, based on products or services they have or do not have, based on where they are in the sales process, etc). From there, we can easily manage ongoing marketing campaigns and update any changes with ease. We never understood the power and potential of a CRM platform prior to using Capsule CRM. We were referred to Capsule CRM by a fellow colleague and we are so glad that he made this recommendation to us as it is now a very integral part of our solution stack.

It is an easy-to-use and easy to configure platform. With Capsule CRM, it has become easier to set up tracks and view workflow. It does not require training and special programming due to which anyone can easily use it and figure out about its working. The supporting documentation is very informative and helpful. It integrates seamlessly with other solutions. The customer support is very responsive and every problem is resolved efficiently and quickly.

Its integration with Mail chimp is not smooth. Also, it does not allow to list contacts alphabetically which is a great downside of this tool. It does not contain some essential marketing features. It needs to improve the user interface and make it more productive especially on the calendar view. The contact sorting is quite disappointing. It would be nice if it allows users to set screen filters.

It provides numerous useful features and covers the needs of almost every business. It enables you to keep info tracked in the program. It helps you manage the data of consumers and organizations effectively. It develops an efficient way to track and link milestones to success factors and thus, made it easier and simple to manage sales-related businesses. It provides an activity reporting feature that enables you to control interactions' frequency and avoid letting customers drift off by way of infrequent contact. With Capsule CRM, you can easily personalize your activities as it provides features with which you can schedule and organize a calendar of activities easily.

This software help pulls together all of our Sales and Marketing efforts. Our intranet business loves using this! https://www.thisisattollo.com/

There isn't anything that we would change at the moment.

Transparency across our organisations! It means that we are all on the same page.

East to use, intuitive. No need for special programming just start and use.

Not the most used crm like sales force where there are a lot of custom side apps to load on.

Good for small business but can be cumbersome for businesses larger than a few individuals.

Capsule is very easy to use and very easy to configure. In my last firm we had Salesforce with took a year to implement for 30 users cost nearly $100k in fees. We are only two people but got 90% of the configuration/functionality of Salesforce in a few hours with no integration fees and at a great value.

Just started to use the Office 365 integration which is great

Manage sales pipeline, contacts, meetings, notes, correspondence - single vison of contacts, links brilliantlt with Xero

Capsule is the first CRM my company has used, and I'm delighted at the range of functionality and integrations it has. I rely on it more and more to keep track clients and prospective clients and as a repository of all our information about everything.

One wish would be for it to integrate more easily with Mailchimp. Plus my business partner would like the contacts to be listed in alphabetical order. I also wish that you could retain meetings/appointments in the calendar without them remaining in the task list, so that I have a record of what I've done.

See above.

We've used Capsule for 5+ years. I was seeking a tool to organize and advance the services we provide to 100's of clients each year. Capsule has worked beautifully for us, it doesn't break the bank, and support has been phenomenal.

It took a bit of brainpower to get our system set up. It felt like too much of a blank slate in terms of guidance at the beginning, but I persisted and it came together. Setup tools may be better now.

Capsule allows us to track client service delivery progress accurately and easily. I also love the quick access to client notes and files.

I like the simplicity and the right amount of features for small businesses around the world, specially for emerging economies where CRMs and a Sales Pipeline discipline is far from being a continuous and extended practice. One of the most useful features is the 3 alternative views of the Sales Pipeline, plus the ability to define stages according to any business reality.

Nothing at all. Due to the nature of my business a few features are not used (i.e. cases).

For a small business like mine I have been able to completely forget using excel spreadsheets to review & track business opportunities, plus improving coordination within our sales/consultant team, plus using a 100% cloud & app solution approach.