Capsule CRM Reviews & Product Details

I like that the system is very easy to use and has a really clean interface. It's very easy to track the progress of leads and create and complete tasks for your records. It's very useful how you can put a Dropbox link in the bcc line of the email and then the email message appears below the record. Capsule also integrates well with other systems.

There's not much that I don't like but perhaps they can add some more customization options inside the program. I also don't think that the app for mobile devices works very well, it is kind of incomplete and this is something that they can work on.

We're keeping track of our software resellers, possible and current. Sometimes it's hard to know what stage you're on with such partners but Capsule works very well to help in this. The benefits are being in control and knowing how to act and when to do it.

Affordable with a highly scalable core. Built to last and not with a quick exit in mind. Very flexible API for those who want to extend the functionality. Google context widget is an awesome asset.

Inability to assign a contact to multiple organisations.

CapsuleCRM holds our master data. The world extends from there.

The web UI is clean and very easy to navigate. Once you create contacts, companies and relationships it is easy to find out who works where. Our team can add notes, tasks, follow up items, and reminders for each other to keep in touch with partners, customers, leads, and contacts. Integration with our HelpDesk software, email marketing automation and emails makes it clutch.

Searching for contacts and lists can be tricky. For example, I can create a new list to find contacts in the UK. But, if I want to add a search criteria to add people in the UK and France, the Capsule list search won't work. Capsule assumes you only want to remove categories to search for people, rather than create a list of contacts in UK, France and Germany, for example. My workaround is to create 3 lists: UK, France, Germany, and export them into 1 csv. Upside - we've had some issues with things like this, and when we report them to Capsule we get a detailed response of how / when they plan to make changes.

Keeping in touch with leads and customers. Tracking group interactions between sales, support, marketing, and operations teams. Scheduling tasks for following up and contacting leads. Tracking support interactions and sales efforts.

The user interface and customisable fields make it flexible but east to implement at the same time. I implemented this into very different companies at once, each with very different customer management processes. Capsule adapted to both easily and simply.

A more detailed getting-started guide would be good. I've used a few CRM's before, so with a bit of google and support digging I was alright. You wouldn't be able to set this up with no experience of a CRM, yet with the simplicity of Capsule I don't think it would be overly difficult to create set-up documentation for CRM virgins to work through.

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The Gmail gadget that allows us to see full contact details, and to attach the email as history to an opportunity or case.

Lack of integration with Google Drive

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Files and information on clients can be easily found and it is simple and easy to use

There is a lace of customization options availble such as a good dashboard

It is an effective business tool for storing of client files and information on clients and that are easily accessible

We moved to CRM from Pipedrive when they dropped native Xero integration and have not looked back. We loved the simiplicity of the setup and the interface is effortless to navigate. The Xero integration works seamlessly and we have true two way availability of our financial information in the CRM. We also use Helpscout for support tickets and Capsule integration is very useful. The UI is lightning fast and intuitive and we love that the system is customer-centric rather than deal-centric which was a major drawback of Pipedrive. The customer support is exceptional, responses are fast and comprehensive and tailored rather than the usual templae approach that most companies use. We really felt that Capsule support team listened to and understood our needs.

The major feature that Capsule lacks for us is a native product catalog that can be linked to opportunities. Pipedrive provided this and it was very useful. If we could create and list products and services our sales team could capture these against an opportunity and when the opporunity was won we could push this information to a quote in Xero. Pipedrive used to do that before they dropped Xero integration. Capsule uses their own storage for documents which is not great for us. We would much prefer it if we could link an organisation to a folder in Google Drive and have documents two-way sync.

Capsule helps us better manage both our customers and suppliers. It is a great sales tool as well as a true CRM. There are few features that are lacking but no CRM is 100% and we feel that Capsule will cover the vast majority of our requirements. The integration ecosystem is excellent and continuing to evolve.

It's not complicated and does what it promises without a massive learning curve. They also have really great responsove customer service as well.

I would like to be able to schedule emails within Capsule, especially as work with international clients and don't want my emails to land at 3am their time!

Keeping track of relationships that I'm building with potential clients

User Friendly system with great customer care and support. The team at Capsule are really committed to ensuring they meet our specific needs. The range of plans is also very flexible and affordable

Nothing in parrtiacular but it would be great if there was better connectivity with, for example, our Xero finance system

Caopsule really helps us with managing our clients and ensuring teh whole team has oversight of current activity. It also provides us with one "source of truth" in terms of databases, contacxt details etc.

A great tool for prompts in following up leads and projects, keeping key contacts details and giving me an overview on whether I need to engage more with my potential market and pour a little more into the sales funnel. I find the Tracks useful as a ready made set of tasks to follow (though each potential opprortunity can be a little different) which really streamlines the whole process for me and saves a lot of time. I can also easily pull in files, email threads, etc to keep everything handy when I need to refer to it. The tools showing conversion rates for diffferent time periods is also a great feature giving a better idea on how many opportunitie I need to connect with to generate the future sales I need.

It's not really a dislike, but now I have switched from running an agency to being a one-person consultant, there are more features than I use or need in the platform

Scheduling my time with reminders of who and when I need to make contact with people. Tracks greatly reduce my time in setting out what I need to do in terms of opportunities and projects. The conversion rate tools allow me to get a very quick overview on whether I need to devote more time to lead generation.