Capsule CRM Reviews & Product Details

Capsule CRM has customizable filters for tags and data tags. Capsule CRM supports multi factor authentication. Capsule CRM integrates with a lot of other popular software platforms that we use internally. And using Zapier we are able to take the integrations even further as we were able to integrate with our phone answering service.

We could not find a way to add data tags in bulk. While it's not a deal breaker, it would be nice to have this feature.

Our business is able to organize our prospecting and client list with the ability to filter these contacts in many different logical ways (across verticals, based on size, based on opportunity, based on products or services they have or do not have, based on where they are in the sales process, etc). From there, we can easily manage ongoing marketing campaigns and update any changes with ease. We never understood the power and potential of a CRM platform prior to using Capsule CRM. We were referred to Capsule CRM by a fellow colleague and we are so glad that he made this recommendation to us as it is now a very integral part of our solution stack.

It is an easy-to-use and easy to configure platform. With Capsule CRM, it has become easier to set up tracks and view workflow. It does not require training and special programming due to which anyone can easily use it and figure out about its working. The supporting documentation is very informative and helpful. It integrates seamlessly with other solutions. The customer support is very responsive and every problem is resolved efficiently and quickly.

Its integration with Mail chimp is not smooth. Also, it does not allow to list contacts alphabetically which is a great downside of this tool. It does not contain some essential marketing features. It needs to improve the user interface and make it more productive especially on the calendar view. The contact sorting is quite disappointing. It would be nice if it allows users to set screen filters.

It provides numerous useful features and covers the needs of almost every business. It enables you to keep info tracked in the program. It helps you manage the data of consumers and organizations effectively. It develops an efficient way to track and link milestones to success factors and thus, made it easier and simple to manage sales-related businesses. It provides an activity reporting feature that enables you to control interactions' frequency and avoid letting customers drift off by way of infrequent contact. With Capsule CRM, you can easily personalize your activities as it provides features with which you can schedule and organize a calendar of activities easily.

This software help pulls together all of our Sales and Marketing efforts. Our intranet business loves using this! https://www.thisisattollo.com/

There isn't anything that we would change at the moment.

Transparency across our organisations! It means that we are all on the same page.

East to use, intuitive. No need for special programming just start and use.

Not the most used crm like sales force where there are a lot of custom side apps to load on.

Good for small business but can be cumbersome for businesses larger than a few individuals.

Capsule is very easy to use and very easy to configure. In my last firm we had Salesforce with took a year to implement for 30 users cost nearly $100k in fees. We are only two people but got 90% of the configuration/functionality of Salesforce in a few hours with no integration fees and at a great value.

Just started to use the Office 365 integration which is great

Manage sales pipeline, contacts, meetings, notes, correspondence - single vison of contacts, links brilliantlt with Xero

Capsule is the first CRM my company has used, and I'm delighted at the range of functionality and integrations it has. I rely on it more and more to keep track clients and prospective clients and as a repository of all our information about everything.

One wish would be for it to integrate more easily with Mailchimp. Plus my business partner would like the contacts to be listed in alphabetical order. I also wish that you could retain meetings/appointments in the calendar without them remaining in the task list, so that I have a record of what I've done.

See above.

I have set Capsule up for several clients in the past, when I ran my own business helping SMEs to systemise & document their business processes, so now I have a "proper" job and when my current employer asked me to come up with a simple but effective CRM system, Capsule was of course my first choice! My main priorities were: ** Simple to use - clear interface that's easy for anyone to pick up ** Easy to set up and adapt to our own requirements - plenty of customisations of fields etc ** Great value for money and monthly billing (if it turns out they DONT like it, there's no major issue! They love it by the way!) ** Easy to expand for more users as and when required ** Fantastic help screens and OUTSTANDING & friendly support whenever its needed

Not really dislikes, but things that could maybe be incorporated in updates? ** Ability to set your own options for default opening screens - eg Sales Pipeline in list view with a specific saved list showing ** Ability to sort saved lists by ANY column, and by clicking on column header instead of going into settings ** App to connect with Outlook so as to avoid having to look up opportunity dropbox addresses

** Capture of new contacts via website ** Capture of opportunities - even when at early stages of discussion prior to quotes being prepared (previously hidden in the 2 x Directors heads and their overflowing, disorganised email inboxes!! ** Full visibility for both Directors (and prospective buyers) of pipeline values for the business.

We've used Capsule for 5+ years. I was seeking a tool to organize and advance the services we provide to 100's of clients each year. Capsule has worked beautifully for us, it doesn't break the bank, and support has been phenomenal.

It took a bit of brainpower to get our system set up. It felt like too much of a blank slate in terms of guidance at the beginning, but I persisted and it came together. Setup tools may be better now.

Capsule allows us to track client service delivery progress accurately and easily. I also love the quick access to client notes and files.

I've tried multiple competitors, and for the price, this is hands down the best product on the market. Its integration with Outlook is invaluable. Using a Dropbox interface, messages are easily linked to the correct contact for later review. The activity reporting is also handy: it lets you control the frequency of interactions and avoid letting clients drift off through infrequent contact. Finally, the importation of contacts was about as problem free as any I've encountered: very nice AI.

The contact sorting and display is a bit underwhelming. It would be helpful to allow the user to set a screen filter and always come back to that presentation. As it is, you have to log on and change from the default every single time.

I can now proactively manage the frequency of interactions thereby making sure my company is not forgotten due to inattention.

I like the simplicity and the right amount of features for small businesses around the world, specially for emerging economies where CRMs and a Sales Pipeline discipline is far from being a continuous and extended practice. One of the most useful features is the 3 alternative views of the Sales Pipeline, plus the ability to define stages according to any business reality.

Nothing at all. Due to the nature of my business a few features are not used (i.e. cases).

For a small business like mine I have been able to completely forget using excel spreadsheets to review & track business opportunities, plus improving coordination within our sales/consultant team, plus using a 100% cloud & app solution approach.