Capsule CRM Reviews & Product Details

There are a few things I really enjoy about Capsule. One of the greatest things is its ability to export lists into whatever you need. You can get them as CSVs, Worksheets, or even put them straight into MailChimp. The ability to assign tasks is another great feature of Capsule. It's clear who is supposed to be doing what when. It also allows what seems like an unlimited number of fields you can add so you can be as specific as possible. It's nice that there are fields but also tags, so there are a couple different ways to search based on what you're looking for.

I really, really wish this was more searchable. It offers up all of these options for you to be able to leave notes in different accounts. You can leave notes, history, files, create opportunities, but you can't search for anything in the notes! It can be pretty frustrating if you rely on previous comments about people to know if you should be using them or not. It just adds more clicks to the process. It's also frustrating that you can't organize the notes section better or pin things to the top. If you have a lot of notes, things get lost really fast. And because you can't search for content within notes, it means you're stuck digging through extensive notes to find what you're looking for.

We use Capsule to manage client accounts/info and to house all of our information on our freelancers. We are quickly and easily able to see their contact information, the amount of strikes they have against them, their username, their test grades, when thy passed their tests, if they require certain tax documents, if they're active or inactive within our system, which country they live in, etc. That is all thanks to the many fields they allow you to have. It's an awesome way to house and track information if you know how to use it properly.

I like that this is easy on the eyes and does the basics. It isn't overcrowded with unnecessary features, but it is quite customizable which is nice. The theme is simple, not a ton of color variation or shape variation- just squares with basic text. It has a great feature where you can BCC emails to the CRM so your customer interactions are always captured. I wish it were automatic so Id din't have to think of it every time, but still a super super useful feature.

I with that this CRM system had a way for me to "archive" leads that have given me a firm NO so they didn't show up in my list. I always with that I could sort my contacts by location (state, region, etc). I wish states were offered as a drop down box to select options rather than type them in because if there is even one type-o then you can no longer look up individual businesses or contacts by state. A drop down box would eliminate all error. This same concept can be applied in multiple portions of the software.

We are organizing client data, notes, and sales. The benefit is that everything is in one place and multiple users can log in to this software at one time.

Very easy to add custom fields and measure against those fields. Also easy to move items through the pipeline and manage employee effectiveness.

Wish it had a better reporting interface. The only way to get reports of any substance is to export data to a spreadsheet and create your own. Not very efficient.

Using this tool mostly to manage membership details, customer changes and data for our collaborative workspace.

Capsule is very easy-to-use, very straightforward with a nice user interface that gets the job done. There are two features that I really like. The first is the communication history attributed to each contact. I can attach emails, files and my own notes. The second feature is the automatic sourcing of social media links for contacts.

The single biggest downside to Capsule is it's lack of support for user-based permissions and roles. Currently, you can't define user access permissions by group or role. So if you have a sales team and say an account management team, you can not prevent your sales team members from accessing contacts owned by your account management team. In other words, any user with has access to your CRM can see every contact, including communication history, notes, files, etc. This feature has been requested by hundreds, if not thousands, of Capsule users and has largely been ignored for years.

We use capsule as a repository to store notes, emails and important files for our customers, vendors and other contacts.

Cloud stored address book, having the means of accessing phone numbers, emails, addresses from every device is certanely a pro.

Somehow limited, seems that hasn't progressed in years of use, both visually and in regards of functionality. The sales pipeline is very basic

The main benefit is having the possibility of having a unified address book for the whole workplace.

I like that it tabs the recent searches or accounts I looked at. It's cleaner looking than salesforce.

It's hard to navigate and get a grasp of when first starting out. It is also somewhat hard to segment certain groups.

It's a standard CRM. We need a database.

Capsule is a great CRM for a new business not looking to spend money.

Not a great dashboard, and requires quite a bit of work to set up.

Sales increasing

Capsule was easy to customize for our use case, and tagging feature was particularly helpful. For first time users, it was fairly intuitive after a brief introduction. It integrated easily with our email as well.

While there was nothing wrong with the tool in particular, it was outdated and did not provide all the functionality of some of the more recent CRMs. The UI was clunky and did not have a modern aesthetic which made us worried that Capsule was not making frequent improvements to their tool. The reporting features were very basic - you could get the info you needed in a spreadsheet but not much more.

This CRM let us track all activity around our potential and current customers. It allowed us to easily map our customer journey into the tool so that the whole team could track activity around our customers.

It's customization and flexibility are useful.

The software is clunky - there haven't been a lot of new upgrades or features since we started using 2 years ago.

CRM -- helps maintain the flow of onboarding for our clients.

What I liked about Capsule best was that it made it easy to get going with the software; although it would be unfair to call the software complicated (in fact it's probably as easy to use as any of it's competitors) it isn't actually that easy to see how things should work. Capsule has lots of help videos and documents

What Capsule really needs, that in fairness it's competitors don't really have either, is real recommendations on how to get the best out of it's software. What do I really need to do to make using Capsule a success for my business

We needed somewhere where we could track all of our leads and automate our follow-up a little more smartly. In reality we've not used it particularly well and no real benefits have ultimately been utilised.