Capsule CRM Reviews & Product Details

Had to email cust service for help,they got back to me and really helped

Have not had any issues and I am horrible at tech stuff

As a carpet cleaner I use it to write notes on customers and what makes then happy so I know each time

Easy to use and flexible options for customisation that suits your needs.

If I have to name one, it would be Capsule hasn't had integration with Xero Practice Manager (XPM).

Helping our multi-industry teams to collaborate in one job/lead management platform

It's user friendly, intuitive and you instantly find your way around the program. Customer support is fast, on point and friendly. The way it connects with Outlook is so smooth and nice.

I can't think of any downside to using Capsule. I guess I would enjoy more statistics but that is probably available in more expensive user plans.

Helps structuring and planning my work and gathers the data for my opportunities in an organized way. All this without spending unnecessary time on structuring my documentation.

There are so many that I can't think of them all. I only use the Professional plan so there are some more advanced functions that are not available. However, things I love are - dropbox function, the sync with Quickbooks and Mailchimp. the Outlook integration including the Outlook Add-on. and the integration to Better Proposals. I don't use the projects/cases much, but when I have, it's very easy to use and customise. Any issues I have had have predominantly been solved by a quick search through the extensive help files. All in all the platform is very easy to get familiar with and Use.

Not being able to amend tasks and calendar events outside of Capsule (i.e. in Outlook) is a bit o a pain as I use MS 365 extensively for mail and calendar - although this is minor and more of a mindset change - you need to use Capsule as the hub of everything - which is what I don't do at the moment.

Managing my own business, with only me working on and in the business. It helps customer communications, sales and marketing effrots.

Best part of the system is that its very easy to use. You can setup the software and make changes easily with minimal to no support. Setting up workflows is also very user friendly

reporting functions is not at par with other CRM.It would be better if they also improve there search functionality. At time you feel restricted because of these missing features

I just wanted easy to use CRM. HUbspot was good but very complicated. It was hard to train employees on the hubspot and with so many things i used to get lost myself

Easy to create lead, add lead, delete in simple you can easy put different leads with different stages which help us to differentiate between hot & cold leads. Easy tk create pipeline & follow up.

Some time bugs causes laging of crm, they should add popup or remainder for your task on screen which help us to follow the lead on time & get your work done easily.

- To Mange lead types like hot or cold lead -To differentiate leads stages -To create pipeline -To follow up the task on time. -Easy to use interference. -With Awesome backin support if any issues happen.

Being able to log events and keep track of all tasks efficiently, allowing us to be more effective in meeting our targets.

There isn't anything at all that i dislike about Capsule CRM.

This solves potential loss of business just because of how well it's setup.

Capsule meets all our needs for a CRM. The best part, is that it's super intuitive meaning anyone can log in and easily figure out how it works without extensive training. Functionality is solid for our team needs - it's easy to find/extract groups of contacts as well as upload/sort/etc. The supporting documentation is good and help is an email away with quick response times. Best of all, it's a huge value compared to other CRM programs and again, no expensive trainings or extensive migration issues to deal with making it perfect for managing the contacts for our small, non-sales team.

Not much really, it works well and does the trick.

We previously kept our contacts on multiple spreadsheets so you can imagine the nightmare of managing/updating. With Capsule, it's easy to update, track and make notes and the whole team can have access online without hassle.

Being able to set up tracks of tasks that I do regularly so I don't have to remember what I have and haven't done. Just having all my admin and contacts in one place so in effect Capsule manages my office tasks and it's so easy and intuitive to use.

It's hard to find anything I don't like but one tiny thing is that when it saves emails my logos are saved separately as icons - though that is a very minor issue that I have got used to

Managing all my contacts in one place. Managing and prioritising all my tasks. Managing all my cases and opportunities. managing my calendar and meetings. Creating a to-do list that I can see each day. Colour coding to help identify tasks and events etc. Linking with software. Saving emails and contacts with clients. Just taking everything out of my head and into the system to free me up to do my job.

It's very user-friendly and versatile with lots of flexibility, customization and integration.

I'd like a lot more education about all of the features + more ability to pare down duplicate contacts in batches.

I use it mostly to keep track of contacts and the trail of their related emails. It's very helpful to retrieve the last time I had an email conversation with a particular contact and review details in order to follow up.