Capsule CRM Reviews & Product Details

I like the simplicity of the platform and how easy it is to keep my pipeline updated. The fact that it connects with Xero is an added bonus

I would prefer a different format to the dashboard, with the option to add in other areas e.g., tasks and pipeline updates.

1. keeping all of my contacts in one place, ensuring accurate details. Linking to my email keeps all contact information together. 2. managing my pipeline and keeping an active track on my opportunities. 3. sharing access over the team and allocating tasks

We love Capsule! It was so easy to set up and get our team using it as we grew from 2 staff to 6 staff over the last 3 years. We all use it every day. It has really helped us with visibility of projects, task management and looking after our contacts. We find it incredibly flexible for setting up different types of projects and work programmes. We have recently brought in Transpond and we're really happy with that - it is a gamechanger to have an integrated email tool. The support from the Capsule team is great. They're really quick to respond to emails and have sessions with us on bigger things.

Capsule is slightly limited in project management capabilities - we'd love to be able to build more comprehensive project plans. We have ended up creating a integration with AirTable to manage this.

As the company grew, we found that we needed better visibility of all the projects we were working on. Capsule helped us with that immediately, allowing us to allocate tasks to different members of the team, keep track of project process and see all our projects at a glance on boards. We also work with many different organsiations across the UK, who take part in our research projects. We found it difficult to keep track of which organisations had taken part in which project, and keep contacts up to date. Capsule has been excellent for helping us keep track, develop relationships and track them across the team.

It is simple, straight forward , and its all neat and tidy.

There's not much of that. Perhaps that is not free! But, it isnt an issue.

The problems that capsule are solving is that when you are running your own business, or an employee, there's soo much around to be aware of that one gets 'distracted' and Capsule is there to show the 'north star'. This is in turn also provides a fantastic metric to asses performance and monitor progress and incentivise workload.

I was new to CRMs when I needed one for my business. I found most to be confusing and complex. Capsule was easy to understand, could be tailored to suit my needs, and helps me manage my business in one place. It is simple, concise and effective. I've used it for several years now and have never had a cause to complain, contact customer support, or had difficulty in accessing it on any device. I can't say that about many other systems I've used.

I could probably do with something which gives more detailed reporting, but honestly, there is nothing I don't like about it.

Helps me manage my whole business and keep on top of things. It is perfect for any SME.

The simplicity and the fact that it's so user friendly. I like it so much, I've introduced it to 3 companies I've worked for and all 3 saw the benefit. The customer service aspect is 2nd to none. Always helpful, always responsive and always there with a solution to any query.

There is absolutely nothing I dislike about Capsule.

Tracking leads, opportunities and high level visibility reporting that has helped immeasurably.

Easy to use, good features, and good value for money.

Nothing to not like. They are always adding new features.

Streamlining sales process and seeing at what points prospects are falling away or getting stuck.

It's simplicity! We've tried other systems that are over-complicated and Capsule is a refreshing change. It was easy to set up for our team and integrate with other systems that we already have in place.

We'd love to move up to Professional for the extra features, but can't justify the extra cost at the moment.

Capsule helps us track all of our customers, suppliers and partners so that we know exactly what's going on with every contact at every stage of a project or interaction with them. This helps our team to stay informed when speaking to clients and we all know what everyone is doing.

The ability to manage the pipline as well as forecasting across multiple clients and divisions .

I would like to see some more intergration on the platform . especially with AI pluggins

The ability to manage my team as well as my own pipline . Its nice to assign oppotuntites to various users on the platform . We are able to collaborate across multiple projects and make sure tasks are completed on time .

It has enabled us to get super organised and take opportunities through our pipeline much quicker and more efficiently. I really like it's simplicity.

I haven't found anything that I dislike about it.

We use it to manage our acquisition piepline, stay on top of opportunities, and push them through from first contact to deal completed in a much more efficient and timely manner.

The tasks and notes on capsule allow us as a team over the last 2 years to provide concise value driven information on every on of our clients . From documents stored in files section the oppotuntiies in the pipeline. Truly a go to when planning any day . following tasked on a daily bases ensure you are ontop of all your clients needs.

more analytics in the sales pipeline would be great . Forecasting in particular

Follwups with clients is our number one and the daily tasks on the side makes sure you are always ahead .