Capsule CRM Reviews & Product Details

Capsule CRM is a very handy webbased tool for keeping track of my contacts and interactions in business. I like that it integrates with my email. I tried a few other CRM tools and settled on Capsule. I've already recommended it to several other friends in the industry.

I can't think of any downsides at the moment.

I need to keep track of my business contacts and interactions with them.

The most important thing is that it is easy to use and we can combine it with Outlook which is where most of our client interaction occurs. CRMs are only useful if they are kept up to date by everyone, so these two criteria were essential for us.

So far there is nothing I dislike about the product.

Maintaining and combining all the contacts for our growing team in once place so we can track, review and find relevant people.

Capsule was easy to set up (loading data from Excel), easy to customise (e.g. put in our own terminology and fields) and easy and intuitive to use.

Compared to salesforce which I used in my last firm there is nothing I dislike about Capsule.

We managed our customers and pipeline on Excel prior to using Capsule. Now we can not just manage customers and our pipeline better but also track all correspondence and notes against them and report more easily.

Excellent functionality, easy to use/implement, with a fantastic support team There is all the functionality I need within Capsule. It was incredibly quick and simple to get up and running on the system in the first place. I was quickly able to customise Capsule for my own business requirements. It is so easy to use (including for non technical people like myself) and this has been a real driver of uptake and usage within our business, meaning that we are optimising opportunities and saving time. Having previously been a user of Salesforce, I am staggered by how much easier Capsule is to use, but has all of the functionality I require. We use Capsule to manage contacts and outreach, sales pipeline and conversion, as well as managing projects with clients. I have used the support team a number of times and they are always very quick to respond, have alwasys been able to answer my question quickly and are extremely friendly and supportive. Capsule also has an incredible marketing automation tool called Transpond which we have more recently implemented and use for marketing. This works seamslessly with Capsule / allows us to have 'one version of the truth'.

Nothing, I can't recommend Capsule more highly.

Organise and manage contacts, outreach to clients, pipeline management, closing sales opportunities and managing projects once a client is signed up. Capsule also has an amazing marketing automation tool called Transpond which we use for marketing.

Capsule is very easy to use and helps maintain organization. It has many features and you can personally set things up and enter details the way you like to do things. Setiing reminders is extremely helpful for guys like me that have alot going on The app is great for traveling sales people.

None. I pesonally have no issues with Capsule CRM.

CRM Capsule helped me keep organized and up to date dealings with my clients. The phone app enables to get my information quicky wherever I am at any time

The core features and functionality are well though through and intuative. It is perfect for SMEs, and you don't get a sense of unneccessary features and configuration requriements.

Honestly, not a lot! It really is very good!

Pipeline management and visibility of opportuntities so my team and I can collaborate.

Easy, clean, simple and unfussy CRM system. Excellent customer support team

We don't have any issues with Capsule- happy customers.

Customer management, notes storing, reminders.

Capsule CRM is extremely user friendly and my whole team loves the simplicity of the dashboard. My sales team performance has been improved significantly ass it allows them to process leads and manage their pipeline effectively. The interface has been designed really well, especially when I compare tis other CRM’s I have used. Our team has full visibility of projects, tasks and tracks. This is vital for our organisation. The sales pipeline is an invaluable feature for us as it lets us forecast our sales fairly accurately.

The downsides are that the integration is fairly recent but new developments are coming through fast.

We started using Capsule CRM 10 years ago. About 2 years ago we moved over to Active Campaign as they had email marketing automation built in. However, our team’s performance dropped significantly. We moved back to Capsule CRM recently as they now have Transpond.io natively integrated. Transpond is an email marketing automation system, and this native integration makes this an incredibly powerful tool. We can now manage our contacts, pipeline, tasks and email marketing all from one place. The interface is laid out extremely well and is very intuitive. Our whole team has visibility on all projects, tasks and sales activities. We use the sales pipeline feature to forecast our sales. It is an invaluable part of Capsule CRM as we can see where the leads are within our pipeline, and we can forecast our sales accurately. The added bonus is that Capsule CRM with Transpond.io is more competitively priced than other solutions! In conclusion, I highly recommend Capsule to new or established businesses. This was the first CRM I used a long time ago, and after trying out other solutions, I have come back and my team a really happy we have made this transition. The best part of Capsule CRM is the native integration with Transpond.io that allows us to manage all our email marketing automation from one place.

I used to work for a company that built CRM tools for a specific vertical. Since we were a software company (and not that vertical), our CRM wasn't the right fit for our needs. You know what was .... Capsule CRM. Our whole CRM Company used it. Since then I've worked or owned multiple companies. One on the first steps is to get Capsule CRM into the mix. Each company was in a different Small Business vertical and each time Capsule was the RIGHT solution. There are a lot of CRMs that have fancy sounding bullet points and features. At the end of the day most of these features go unused and everything that is unused becomes confusion in the UI/UX. Capsule CRM allows for an amazing workflow. It has everything you need and it's so easy to use that everyone on your team will actually USE it. A CRM that everyone uses is always better than a CRM with extra features that no one uses. None of this means that Capsule CRM isn't feature rich. It is. Again, it has everything you need (and they are always adding more!). So when comparing line by line with other CRM tools think carefully whether those other tools features will actually be used. Ease of use (and actual use) always wins out in my opinion.

We use a BCC out of our general email accounts which then get tied to a Capsule CRM record. We do this because it allows us to see all conversations with a Company instead of email which shows conversations with an individual. It also ensures that everyone we communicate with is in our CRM. The downside of this approach is that Capsule can get littered up with email attachments that we do not need. The only way to keep our storage allocation under control is to manually go in and delete these attachments/noise. While this is a negative for us ... clearly it is also self imposed. Therefore, I'm sure other company workflows could easily work around this "feature".

Contact information for all clients and prospective clients. Relationships between each client and others within their company. Sales funnel management/insights.

The main thing that drew me to capsule was its ease of use. This has kept me with the platform as it means that others I work with will actually use the product too. This means its not just another app that sits on your laptop/phone. Once everyone was familiar with the platform we then explored the many ways in which it can benefit our property business. As a company we use capsule everyday and I particularly like the e-mail notifications for tasks for me and the rest of the team, so easy to use and a great update/reminder of what is happening with a variety of tenants.

At first I disliked that fact that there wasn't a person on the end of the phone to speak to, however the response's via e-mail have been excellent. In one particular case I was working for a client and was struggling with an upload, the support desk were fantasic and managed this whole process for me.

It is excellent tool to have when you are out of the office. It also works well as a continuous conversation remindered between us and our tenants.