Capsule CRM Reviews & Product Details

I have been using Capsule for just under a year. Looked at many but found it fitted my business needs as a start up. Easy to tailor crm to suit recruitment purpose and great intergrations with other applications.

Nothing really disliked with capsule as it fulfils my needs

search, candidates and clients listings

I could not run my PR business without Capsule! My remote team and I use it to collaborate on media outreach, client contacts, internal notes and to-do's and so much more. I am the least technical person on the planet and I find Capsule absolutely simple to use and easy to understand. Information management is the hardest part of our job, and Capsule makes it a breeze!

Honestly can't think of anything I don't love about Capsule.

It lets all team members see who's been contacted and keeps us all abreast of ongoing projects without having to ask, have you called so-and-so yet, or what happened at the meeting?

I have used capsule for the last 2 years and it is by far the easiest and well thought out platform of its kind I’ve used in over 20 years. Slick and simple pipeline management and CRM management has contributed to business growth and setting up great internal processes. Would recommend ahead of complicated competitors.

There aren't any downsides for me. It meets all business needs.

Management of contacts, marketing groups and pipeline. All in one place and tagged. Makes it super simple to track growing network for. Growing business

Creating tasks is easy, and process is simple to create opportunities

Reporting. We cannot pull out necessary reporting required on a daily/weekly/monthly basis.

Maintain lead follow-up. We can follow up leads on timely basis.

It's easy to integrate into our workflows and software (email, Slack, Quickbooks)

It could perhaps do with more (or more obvious) user guides - videos or webinars to showcase features.

Lead management and communication tracking, and also making sure a remote-working team can see a central point for customer communication.

- Easy to use. - Does its core job well. The support team is great and super responsive. - Connects with Xero, Microsoft 365, Mailchimp etc. - Excellent value for money. - Developers are open to ideas and improvements. - Simple for one person and scales up with the business.

I don't see any downsides at present with Capsule.

Keeping track of all out leads and contacts and providing metrics showing how we are performing and what channels work best for us.

Capsule CRM was easy to install and use and the data provided has been invaluable to us.

Not sure I can think of anything specific

Capsule has helped us maintain control with our accounts, it has helped us stay in contact with potential clients and identify new sales opportunities to existing clients. We are a small business and never really considered the need for a proper CRM system until we started using Capsule. It really has helped to provide momentum and direction to our business.

Capsule CRM is an incredibly user-friendly and efficient solution for managing your business on a day-to-day basis. One of its greatest strengths is the ability to customise different sections according to your specific requirements. It is not only a cost-effective CRM, but it also exceeds expectations by seamlessly integrating with popular tools like Outlook, Xero, and other essential business software. As a growing business, Capsule has greatly benefited us. It empowers us to track opportunities and share valuable insights among users. The 'task' function allows for seamless follow-up on leads and prospects. I particularly appreciate the feature that enables reporting on the value of opportunities, which helps us create anticipated turnover forecasts. The generated reports are exceptional, providing insightful snapshots of our business. Additionally, these reports can be easily exported and integrated into our monthly reports. Moreover, I have been consistently impressed with Capsule's Customer Services team. They have always been prompt in responding to our queries. Whenever they couldn't support a specific request, they took the time to understand our needs. They either provided alternative solutions or, impressively, created new functions on the platform that benefited other users as well. Having experience with various CRMs in the past, I firmly believe that Capsule is the most cost-effective, user-friendly, and streamlined option available. It stands out as a powerful tool for efficiently managing business operations.

Nothing! Capsule has met all of my CRM needs and more.

Capsule allows us to manage our data base to comply with GDPR and also opportunity tracking

To find contacts and my communication with them. Secondly to keep track of my intentions for further action in any future.

none and I have to repeat this in order to get to maore than 31 characters.

I can find anyone by name of organisation with wihich I had had contacts

uploading/importing contacts details is very easy

the capsule contacts do not merge with whats app contacts straight away and it is required I save the contacts outlook file one by one to get the contact showing on my whats app search

sorting my contacts taging at variouse fileds which makes our work very much easier and faster especialy after the mailchimp integration