Capsule CRM Reviews & Product Details

It's easy to use, has a pleasing UI like Asana. It includes 'Cases' which are customizable multi-user sequential and parallel customer success workflows which can be triggered immediately by sales events like deal close. It integrates with everything! I recommend CRMs to companies in my work. I've used Pipedrive, Salesforce, Active Campaign, Hubspot CRM, MS Dynamics. For small businesses I keep coming back to Capsule CRM for it's ease and simplicity. Low cost is a bonus

A few years ago, there weren't user view settings that restricted people to be able to only see their deals. It was every sees everything by default. That's been fixed. No complaints now.

This software is great for companies that need a lightweight solution that is easy to use and offers just enough customization but not too much. It has a pleasing intuitive interface. The biggest problem with CRMs is adoption by end-users. If there's too much of a learning curve and/or it doesn't integrate into their day/workflow in a frictionless manner, it just won't get used. This is a software I've implemented at multiple small businesses and people like it.

The free version allows a decent amount of customization including adding new fields and tags, which is really useful. It's a very lightweight product that's great if you just need a pretty simple CRM without all the bells and whistles.

It's not a big deal to me, but again, it's not a super high-end CRM, so if you have really complex needs, this probably isn't for you.

I use Zapier to integrate it with all the different customer contact points I have so I can keep my sales funnel organized.

Free for longer than most others, integrations, ease of use.

It is set up different than other CRMs I have used so it takes a bit of adjusting but worth it.

Saving money! It costs less and does the job just as well.

I like that Capsule crm helps me organize leads at a very good price.

I dislike the limited support in Capsule.

I am staying organized with my leads without paying a hefty price.

User interface is very good, Capsule is integrated with other platforms and has the right price

Data analysis and statistics are very poor

I'm managing the sales process of my company.

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.

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.