Capsule CRM Reviews & Product Details

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.

By putting all my client contacts and details in one easy place has helped me create follow up business and repeat business.

Sometimes Capsule doesn't pick up a name from the Dropbox entry so it's hard to find the history of a client in order to complete their details

Quick access to client history

The ability to manage my whole business in one system

happy with everything - no issues at all

Managing my customer journey

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