Capsule CRM Reviews & Product Details

Data tags help us create robust records.

I wish there were more direct integrations with other products. We use Zapier as a workaround though

We were using Salesforce Essentials but struggled to make it work for our small business. CapsuleCRM is just right for us as a startup- it’s simple and intuitive and let’s us spend less time managing a CRM and more time using it

One of the best things is its capacity to send out records into whatever you need. You can get them as CSVs, Worksheets, or even put them straight into MailChimp. The capacity to dole out assignments is another incredible component of Capsule. It's reasonable who should do what when. It likewise permits what appears as though a boundless number of fields you can include so you can be as explicit as could be expected under the circumstances. It's pleasant that there are fields yet in addition labels, so there are a couple diverse approaches to seek dependent on what you're searching for.

I feel that the business pipeline could utilize some refreshing and be progressively complete like different CRMs I have checked on. The business pipeline for others is by all accounts progressively itemized and coordinated instead of straightforward/essential needs.

Concentrating client data, monitoring extraordinary assignments.

Capsule has all the elements I need for my small business to function well, and these elements are organized clearly in an incredibly easy-to-navigate system. I love that I can customize fields for my particular business, and that the sales pipeline tools give me a very clear picture of all my sale opportunities. The look is very clean! It also integrates with other systems I use (GSuite, Freshbooks, MailChimp, etc.), and the support team is awesome. I've only had a couple of support issues and these were handled VERY quickly.

It's not always super keyboard-friendly, and I prefer to use my keyboard more than my mouse. But this is minor.

Before Capsule, I was using this amazing technology called PAPER. No, don't Google it. I mean literal paper. Not a great system. I was ready to grow my team beyond myself, so Capsule allows us to collaborate. I also had very poor follow-up on leads previously, but being able to assign a customized track to my Opportunities in Capsule keeps these leads from falling through the cracks. I'm doing a much better job of maintaining contact with my clients (I'm in a service business that requires a high level of personal communication), again with customized tracks of to-do tasks. My business has certainly grown in ways it wouldn't have done without Capsule.

The clean and simple interface, the diary and the pipeline

Some of the search methods are a little clunky. For example if I want to search for something that has NOT got several tags I can't just select them from a tick list I have to use the dropdown for each one, or precisely type each one in

Helps me organise my day, and see what prospects I have in the pipeline

Capsule is so easy to use; I love the interface and the ease of adding custom fields. My favourite feature is Tracks which gives me peace of mind that no step in my various processes is every missed.

I'd like to be able to export tasks. This is not currently possible although tasks can be printed.

It provides me with a repository for client data, manages workflow and associated task management.

Very easy product to get set up, continuous innovation from the company means great new features. We especially like the global search function and the telephony integrations. The Mailchimp integration is really useful for us too. The new Kanban board is just awesome.

Its too fast sometimes, the filtering functionality is due an upgrade.

Managing customer and prospect data in a secure and compliant manner, ensuring all our business communications are logged and visible to authorised team members. The product ticks all the boxes for our needs as a small business, and looks to have the features we will need as we scale up.

I like how the task, case, and track features gives each of our employees the ability to see exactly where we are with each client without wondering who has done what. By looking at "notes," I can see who has last called a client and what needs to be done next. My staff appreciates that I don't need to ask them where they are on projects because I can see their individual tasks and deadlines. These features alone give me peace of mind!

I wish the search feature was better developed. With my terrible memory, I don't always remember a potential client's name or company. I've put in a request to improve this feature at Capsule CRM, and they have always been receptive to my suggestions. I like working with them for that very reason.

COMMUNICATION! I've been in business for over 40 years and communication between myself and my staff have always been the most important, yet most frustrating problem in my service business. Clients need to know that the right hand is talking to the left hand, and up-to-the-minute updates is impossible when emailing or talking to a large staff. That's why I love Capsule. When everyone inputs last conversations, copies of emails, and updates, we run a well-greased machine! During meetings, we all create tasks for ourselves so nobody drops the ball. I find that staff appreciate having all of the information right at the tips of their fingers so they can make strategic moves that benefit our company.

Capsule CRM is easy to use, makes it easy to track interactions with customers and clients, is helpful in managing work reminders through recurring tasks, and integrates well with other services through the use of Zapier

no dislikes, it is simple enough to use and works for my business needs

Custom fields makes the CRM a little more configurable, but it works well as is to manage cases, tasks, reminders and more.

Very tight integration directly in Google mail, combined with clean, uncluttered stands alone app make this a very efficient crm too for startups and small companies.

Unfortunately integration only works with Google mail and not Google inbox.

Standard crm needs of tracking contacts and message and tasks reacted to those contacts. Solid pipeline management.

I was looking for a CRM solution like this for near a year. As I'm in service sector most important to me is a CRM that have a good contact history with my standard clients. Defintions of data fields for clients is fantastic feature. Other necesity was that I can define my own protocols for clients (standard clients, une-time clients, state company, etc). One more thing is to have always defined repetitive tasks.

Pipeline is rough, it's look like not finished part. Cases is still a mystery to me as there is practicaly no help regarding this feature. Help in general is missing.

I solved many problems with CAPSULE: - client management/history - orders protocols - task management.