Capsule CRM Reviews & Product Details

UI is very simple and easy to function. Site reaction time is very quick

Limitation of 250 contact with basic version

Paperless work and efficient coordination between employees

General communications always timely. You actually get to speak to someone if you have a query. Replies to emails are very quick, personal and effective. Easy to use for my specific requiremements.

Nothing in particular to dislike from my experience.

Ability to maintain customer database

How user friedly it is! It really keeps my day in line. I use it all day everyday. We have connected it with out Quickbooks. New staff learn it fast. Customer support is on point as well.

Honestly, I can't think of any. It is the best CRM I have ever used.

Work flow and the potential is miss any steps during a procedure. I have such detailed information about all clients.

The simplicity and ease of use. We're in the business of relationships, not science research. Capsule provides enough tools to track and understand our clients from a data perspective, but not at the expense of ease of use and what really matters.

Not much at all, but maybe graphics. I'm stretching here...

The story of our clients and our how to play a part in that story.

I like that you can acheive what you need quickly rather than multi step, complicated processes that are typical of many CRM apps today. Easiest of any CRM I have used to quickly log activities and set upcoming tasks required for customers. Implementation was completely painless as it is integrated with Quickbooks Online. Add the app, add any custom fields you would like and you are good to go. I have tried many CRM packages over the years and my experience has always been within a week or two it is no longer being used. Capsule CRM is the first that has continued to be used daily. It has been 4 months now and I like it better each day. For us, it is most effective due to easy of use.

No direct integration with Shopify. At this point we are using it for wholesale customers, integrated with Quickbooks Online but I was thinking about it for our retail customers as well and unfortunately there is no direct integration with Shopify. I believe it may be an option using tools like Zapier.

We needed a CRM package to manage our wholesale relationships. Most customers only purchase once or twice a year so easy to add notes and follow up reminders is key.

It has a smooth intface with my other systems like MS Office as well as Xero thereby keeping tabs on Invoicing as well as correspondence.

A smoother interface with LinkedIn would be beneficial. I currently have to copy LinkedIn messages into Capsule to ensure my database is kept up to date.

Prioritising time management and customer contact.

Really easy system to use, easy to navigate. If there is ever an issue, there is a team on hand to sort everything out. Excellent training and support from the start from Keith. Everything is on one place and easy to access. I use it daily and would be lost without it.

There is nothing that I dislike about the CRM

It keeps all of our information in one place and i can track all of our customers journeys throughout.

There are various areas of Capsule we like using, but what stands our for us is great customer serive. We have only needed to contact them twice, but each time they responsed quickly and helpfully, and then followed up a couple of weeks later with a check in. We like the way it integrates with Outlook and our calendars, as by doing this is brings through all customer meetings that are approaching and places them in the client's upcoming events. The projects board works well for us, as it keeps all projects together and sorts them in the different stages of roll out. We use the projects board for all our active projects and use Capsule as a meeting tool to go through them all. We also find integrating with Mailchimp it works well, as we use it for Marketing.

It would be helpful to have more than one active automation on both Oppportunity and Project, and also to have a dynamic either/or function where it can choose either automation based on selections.

Keeping our projects visible for the whole team and is keeping the team members on track with their tasks - everything is getting remembered. It also enables us to have a record of client meetings and progress.

Sends reminders of what I need to follow up on

Knowing where to access tracks, pipelines, tags etc.. some of the functionality is quite hidden or easy to forget how to find.

Remembering who I need to contact, what status my projects are at and what is in my pipeline. This makes me feel much more on top of my business and I am less worried about forgetting to follow up with clients.

Easy to use, quick to implement, cost effective for the needs to smaller teams with non-complex use cases

Support isn't live chat, not as comprehensive as other established CRMs (but the cost reflects this fairly)

Pipeline visibility, project management, contact tracking