Capsule CRM Reviews & Product Details

Capsule CRM is an excellent tool for your contacts. Navigating it was very easy for me even though I haven't used a similar platform ever before. Now I frequently use it every day in my work and I'm very satisfied. I also want to mention its integration to Transpond, which was seamless for me. Since I am a marketing specialist, Transpond is a must for creating mailing lists and launching email marketing campaigns. Review collected by and hosted on G2.com.

Capsule CRM is great as it is, so far I haven't found anything I disliked about it. Possibly the integration would be easier if you could choose which segment you want to import to Transpond, and not all of your existing contacts in Capsule. Review collected by and hosted on G2.com.

Capsule is super simple to use and helps me to organise my workload without having to manually chase 100 things over a million different tasks. Capsule is an absolute game changer to removing unessacary paperwork and manual reminders. This automates tasks and has a great solution for driving sales through our internall processes without having to chase staff members throughout the day. Review collected by and hosted on G2.com.

Capsule doesn't link to Shopify sadly to manage customer order flows. Review collected by and hosted on G2.com.

I have used Capsule CRM for many years. I use it every day, and it keeps my business organized, with next task lists, sales pipeline and customized fields. It is easy to use, yet has many powerful features. I was able to set it up quickly and the learning curve was very quick. Customer support has been friendly, quick and accurate. I have also connected Capsule CRM to my email programs and web form software, and it is working flawlessly. Review collected by and hosted on G2.com.

With the basic plan, I would like to see more email templates included. Review collected by and hosted on G2.com.

It's easy to set up and the free version allows you to try before you buy. You can create a good range of bespoke fields - enough to let you see if it will work.

I have recommended and implemented it with a number of clients, particularly those who provide consultancy-type services. It's used, not only as a a traditional CRM for sales, but the magic is in the project boards. They are used to manage the client delivery teams and projects, so associates/employees are also contacts. And you can create separate fields to gather information that is relevant only to them, so they don't clutter up the standard prospect, lead and client fields.

One client has boards for project delivery, recruitment and training courses.

We build a variety of 'tracks' or actions to make sure that all tasks are completed on each project or when recruiting to ensure consistent delivery.

You can bring in project managers on a restricted user account that gives them access to their project and nothing else and then swap them out once the project has been completed.

Customer support is excellent, even on the free version. Review collected by and hosted on G2.com.

At the moment, some of the reporting is limited, so for example, you can't run a report to show which associates are on which open projects which is slightly frustrating as it would be really helpful to have that functionality to manage resource planning more effectively.

But it has been logged as a request, so hopefully one day the functionality will be there.

And there is relatively limited use of the automations. Review collected by and hosted on G2.com.

Over the years I have used so many different CRM's but never Implemented one myself from scratch for a company. I've looked at so many over the last 12 months and the others did not seem to work how we needed it to work. At the time we were using Trello, it was not working for us.

The Sales and Support Teams have been very helpfull throughout the whole experience. Harry was the first person I spoke to and was very patient and helpful. Has several video calls whilst he was helping me get to grips with Capsule. Once I started using Capsule and learning all the new parts to it, I was constantly asking support for help. Every time I received a resply the help has been outstanding. From email replies explaining how something is done to videos showing me how to do the task I'm stuck with.

Capsule is really easy to use, you just need to take the time to take it in. There are so many helpful links to help you do things yourself.

I'm still learning, but I'm enjoying what I have experienced so far, so much more to learn and do.

It has made a massive difference to our Sales / Support team and everyone is pleased with it. Review collected by and hosted on G2.com.

I have not come across many things yet that I don't like.

There are a couple of suggestion / feature requests I have mentioned and hopefully they get thought about just to make the customer journey a little easier.

One thing that has niggled me a little is the Files, when you link emails up to Capsule and you have a logo on the emails, its saving those as files. So I have had to add in email signatures that have to logo and don't look at good as they would when getting sent from Outlook. Review collected by and hosted on G2.com.

Currently we only use the basic possibilities of Capsule CRM but we plan to use more in the near future. Capsule is for a small organisation, as we are (<20 people), the perfect CRM to keep track of our relations with our customers. All really works well as well on the notebook, tablet and phone. As a plus, the customer support is always ready...fast and efficient. Capsule really gives us the possibility to focus fully on what we really need to do! Review collected by and hosted on G2.com.

No negative comments up to now. Capsule is perfect for us. Review collected by and hosted on G2.com.

It really is so easy to use, and is a part of my daily work and personal life. Entering or importing customers/accounts is a breeze, and searching for any information is so easy! The free account is good for 2 employees and 250 customers/accounts. I've used Capsule for years through different business i've started and managed, and have not found anything better anywhere near the same pricepoint. Training our employees on how to use the website, and implementing it into an existing business has always been so easy, and any question I've had was answered the same day! Review collected by and hosted on G2.com.

The app is great for a fast view of whats going on, but I wish it didn't need to sync every time it opened. If I don't have service at the moment it can be hard to pull up my calendar to view something already in there. I also wish on both the app and the website that I could organize the tasks for each day in order of importance, not just the order they were entered. I have for example 10 tasks for the day but need to add something that needs attention before others, I can't just drag it to the top. Review collected by and hosted on G2.com.

Capsule is clean and easy to setup and really easy to use. So many of the other "simple" CRMs we've looked at were always looking to add more features. The Capsule product team is also very engaged in listening to their customers. Review collected by and hosted on G2.com.

The mobile app still needs some work, it seems like it hasn't been touched for a while. Review collected by and hosted on G2.com.

Capsule wins for me on the cost of entry, both in terms of finance but more importantly in terms of the learning curve. You can get teams using it very quickly because it is very straightforward, but still quite feature-rich. That's why it has been the CRM system I've introduced in a few businesses now, and I continue to use it in my current business with a distributed team. The sales pipeline gives useful visualisation and the project boards are very handy too. Customer support has always been absolutely first class with real humans answering emailed queries very rapidly, and this further enhances the ease of onboarding. Review collected by and hosted on G2.com.

Capsule might not be the right CRM for your whole growth cycle. It reaches a point where customisation becomes difficult and off the shelf integrations might not tick all of your boxes. This isn't so much a criticism of the platform, more an acknoweldgement of where it sits in the range of available options. Review collected by and hosted on G2.com.

I have implemented this at 2 separate companies. It's so straightforward and easy to use yet can give you as much or as little information as you require. Obviously moving from spreadsheets to a CRM can seem daunting for some initially yet the Capsule team are on hand to support and will even endeavour to add features if it will benefit others which is heartening & refreshing. Suddenly, co-workers are wondering how they ever worked in an archaic fashion beforehand and you can pay monthly or annually which gives you flexibility if you have a chnaging workforce. Review collected by and hosted on G2.com.

It would be great to have phone support yet the replies on email are quick and the team are always happy to schedule in a Teams for further support/guidance if required. Review collected by and hosted on G2.com.