Capsule CRM Reviews & Product Details

What I like best about Capsule CRM is its flexibility and ease of use. The ability to customize pipelines and tasks allows us to align the system with our specific workflows, including creating multiple pipelines for different needs. I also value the complete client history—enhanced by the AI summarizer—which gives anyone taking over a contact instant context and ensures seamless continuity. Review collected by and hosted on G2.com.

I don’t like that we can’t separate milestones or tracks by pipeline. They all show up no matter which pipeline I’m adding an opportunity to, which makes it harder to keep things organized. Review collected by and hosted on G2.com.

I used Capsule CRM in a previous role to manage contacts and track sales opportunities. The UI is very clean and easy to navigate, which made onboarding quick even for non-technical users. It was simple to add contacts, update deals, and keep notes organized. It also integrates well with basic tools like email, which helped keep communication and CRM data aligned. Review collected by and hosted on G2.com.

While the platform is easy to use, some of the more advanced features feel limited. The reporting and automation options are fairly basic, and the available integrations aren’t as extensive as those offered by larger CRM platforms. For more complex workflows, I sometimes had to rely on manual work to get everything done. Review collected by and hosted on G2.com.

One of the most helpful things about Capsule CRM is how easy it is to filter different lists. For example, I export lists of schools, contacts, and projects every day. The custom fields make this even simpler, and they help me generate lists that include exactly the information I need. Review collected by and hosted on G2.com.

Not having a “select all excluding” option for my tasks in List view is frustrating. We use one task category to add bookings to our calendar; however, that means those bookings end up mixed in with our regular tasks. We have a LOT of task categories, so it’s really time-consuming having to select every task except a single one. It would be great to be able to select all tasks but exclude a specific category. Review collected by and hosted on G2.com.

I love the fact that we can log leads for our sales team, track the lead and when won (or lost) we can simply update it.

From a sales administrator point of view this helps me to track leads, check progress rather than another excel document , post it notes or any other manual method. We use it daily and our managers are using it for reporting purposes.

It was easy to use and set up as created by our managers.

I cannot comment regarding customer support with the exception of one time passcodes, logging in or resetting passwords is automated Review collected by and hosted on G2.com.

My most disliked feature is when editing something in the pipeline you receive different information depending where you click. The "edit" button depends on what you clicked previously i.e if you click the proposals company name or product. The outcome is slightly different Review collected by and hosted on G2.com.

I really like how simple and easy Capsule CRM is to use. The clean interface doesn't feel overwhelming, making it easy to find everything, which saves time in day-to-day work. I appreciate how straightforward it is to manage contacts and track deals. The pipeline view is really helpful for quickly seeing which deals need attention and what stage they're in, making tracking progress much simpler and avoiding missed follow-ups. Review collected by and hosted on G2.com.

One thing I noticed is that it takes a little time in the beginning to get used to all the features. Some options aren’t very obvious at first. Also, a bit more guidance or tutorials would make onboarding easier. Review collected by and hosted on G2.com.

I like Capsule CRM for its genuine simplicity and usability, perfectly tailored for our small B2B team. The initial setup was incredibly fast and straightforward—by far the easiest CRM experience for us. It only took a day for our team to use it properly with no need for endless training or confusing workflows. The clean and intuitive interface stands out; I can effortlessly find contacts, update deals, add notes, and check follow-ups without having to hunt through menus. The straightforward layout allows me to access a contact or a company in just two clicks, saving valuable time that I can spend talking to prospects and clients. I also appreciate how I can quickly update deals by simply dragging and dropping opportunities through the pipeline, making it easy to keep our CRM up to date even when we're always on the go. Review collected by and hosted on G2.com.

Automation is solid for simple follow-up tracks, but more advanced workflow rules are clunky or just not available. Things like auto-assigning deals based on source or triggering updates across related records take extra steps or aren’t possible natively. Review collected by and hosted on G2.com.

I like how easy it is to find previous liaisons with the schools and the AI feature explaining it on the school page. I also found the initial setup of Capsule CRM to be very easy, which is a huge plus for me. Review collected by and hosted on G2.com.

Sometimes the layout of the tasks could be laid out better so I know what is immediately more important. Review collected by and hosted on G2.com.

We’re genuinely really glad to have found Capsule for our CRM needs after spending a long time searching for the right solution. We tested several systems, but many were either too basic or far too complicated. Capsule struck the perfect balance between being powerful and easy to use.

The clean, intuitive interface was a big deciding factor for us. It’s simple to pick up and a pleasure to use day to day. The global word search in particular is brilliant — it feels like an extension of our own computer and allows us to instantly find contacts, emails, notes and history without any hassle.

It’s been very fast and reliable, with none of the lag or downtime frustrations we’ve experienced with other CRMs. It’s also easy to get new team members up and running, with a short and straightforward learning curve.

Managing our client database and relationships is now far more organised and efficient, and the pipeline and forecasting tools give us great visibility when planning ahead. The reports, goal setting, task management and reminders have made a noticeable difference to how we stay on top of things.

We also really appreciate how flexible the custom fields and tags are, which lets us tailor Capsule to how we actually work. The email and calendar integrations fit neatly into our daily workflow and save a lot of admin time.

On top of all that, Capsule offers excellent value for money, especially when compared with bigger enterprise CRMs. We’ve also had a great experience with customer support — always responsive and helpful. Overall, it feels spot on for a growing business: powerful enough to scale with us, without ever feeling overwhelming. Review collected by and hosted on G2.com.

None so far as it works perfectly for us. But looking ahead perhaps in the future some form of integration ability with accounting softwares Review collected by and hosted on G2.com.

Capsule CRM is very easy to use and great for beginners.

It helps small businesses stay organised and focused.

The interface is clean, modern, and pleasant to work with.

Capsule CRM makes tracking customers simple and clear.

It works perfectly for managing tasks and daily activities.

The mobile app is fast, practical, and ideal for work on the go.

Capsule integrates well with popular tools like Gmail and Google Calendar.

It helps teams communicate better and stay on the same page.

Capsule CRM saves time by automating repetitive tasks.

It offers excellent value for money, especially for small companies.

I use Capsule CRM to keep records of all my tutoring students, and it works very well. Along with their contact details, I can create a note for every lesson and easily attach a PDF or JPEG file, which is extremely useful in the tutoring business. All students are neatly organised and can be found quickly whenever needed. Adding new students is simple, and removing those who no longer need the service is just as easy. Review collected by and hosted on G2.com.

Capsule CRM would benefit from a small enhancement that allows users to enter a parent’s email and mobile number for child customers without needing to create custom fields, which many less-experienced users find difficult to set up. Review collected by and hosted on G2.com.

Simple functionality, yet has everything we need to share contacts

Reminders, tasks, contacts, opportunities.

Setting forward reminders by including to-do+7 in an email bcc, for example

Integration with other systems is a big bonus, it was easy to implement both desktop and mobile versions, and we use it daily Review collected by and hosted on G2.com.

We don't use the funnel functionality, but that's more because of the nature of our business (bespoke consultancy) Review collected by and hosted on G2.com.