--- title: Capsule CRM Reviews meta_title: 'Capsule CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 507 reviews by the users' company size, role or industry to find out how Capsule CRM works for a business like yours. aggregate_rating: rating_value: 4.7 review_count: 507 scale: '5' date_modified: '2026-07-17' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Capsule CRM Reviews **Vendor:** Capsule **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.7/5.0 **Total Reviews:** 507 ## About Capsule CRM Capsule CRM is a growth-oriented customer relationship management (CRM) tool that empowers salespeople, marketers, and business owners to win more business, retain more clients, and deliver exceptional work. With a focus on simplicity and efficiency, our 10,000+ global customers are attracted by our excellent value and incredible support. ## Capsule CRM Pros & Cons **What users like:** - Users find Capsule CRM to be **very easy to use** , making it ideal for beginners and small businesses. (94 reviews) - Users commend the **responsive customer support** of Capsule CRM, appreciating quick resolutions and helpful interactions. (47 reviews) - Users find Capsule CRM to be **exceptionally user-friendly** , simplifying daily tasks and enhancing team collaboration effectively. (39 reviews) - Users appreciate the **simplicity** of Capsule CRM, enabling quick setup and effortless navigation for enhanced productivity. (35 reviews) - Users find Capsule CRM's **task management features** invaluable for organizing workflows and enhancing productivity. (32 reviews) - Easy Setup (31 reviews) - Integration (28 reviews) - Organization Efficiency (23 reviews) - Intuitive (21 reviews) - Feature Richness (20 reviews) **What users dislike:** - Users find the **missing features** like workflows and archiving limit Capsule CRM's effectiveness and usability. (20 reviews) - Users find the **limited customization** in Capsule CRM restricts their ability to adapt the platform to their needs. (15 reviews) - Users express concerns about **integration issues** with Capsule CRM, particularly with Microsoft Teams and marketing tools. (12 reviews) - Users find the **incomplete information** limitations hinder effective decision-making and evaluation of sales contributions in Capsule CRM. (9 reviews) - Users find the **learning curve challenging** , particularly for managing contacts and setting up custom fields effectively. (8 reviews) - Users find Capsule CRM has **limited features** , particularly in its mobile app and integration capabilities, causing frustration. (7 reviews) - Contact Management (5 reviews) - Search Issues (5 reviews) - Users struggle with **email issues** , including difficulties adding footer images, lack of reporting, and sending attachments. (4 reviews) - Slow Loading (4 reviews) ## Capsule CRM Reviews ### 1. Effortless to Use, Highly Effective CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Sadie M. **Reviewed Date:** November 11, 2025 **What do you like best about Capsule CRM?** I love Capsule CRM because it's easy to use and integrates seamlessly with our quoting platform, enhancing our workflow significantly. The ease of use means our sales team can rapidly adapt to it without a steep learning curve, allowing us to follow up on quote requests and log conversations efficiently. Additionally, the integration capability with our quoting platform through an API means we have a unified system that eliminates redundancies and speeds up our processes. The sales pipeline feature is particularly valuable as it provides visibility into potential opportunities, prompting us to act promptly and strategically follow up on leads. The transition from Monday to Capsule CRM was smooth and painless, reflecting its user-friendly setup process. It's apparent that some thought is needed to tailor Capsule CRM to our needs, but once configured, it runs smoothly, helping us derive the most value from it. I am confident in recommending Capsule CRM to others, as indicated by my high likelihood rating of 10 out of 10. **What do you dislike about Capsule CRM?** So far I haven't found anything to dislike! **What problems is Capsule CRM solving and how is that benefiting you?** I find Capsule CRM enables our sales team to follow up on quotes faster by logging conversations and integrating well with our quoting platform, enhancing efficiency and visibility into sales opportunities. ### 2. Effortless Sales Management with Crystal Clear Interface **Rating:** 5.0/5.0 stars **Reviewed by:** menna k. | Senior Business Development Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2026 **What do you like best about Capsule CRM?** I like how Capsule CRM handles all my opportunities in a clear, perfect way. Its clearness is something I appreciate a lot, and everything is to the point, making it clear and easy to use for anyone. The initial setup was very easy **What do you dislike about Capsule CRM?** I wish I could merge opportunities when I have duplicates into a single one. **What problems is Capsule CRM solving and how is that benefiting you?** Capsule CRM helps me handle all my opportunities in a clear, perfect way. **Official Response from Rachel Brocklehurst:** > Thank you so much for sharing what you like about Capsule. We're really pleased Capsule is helping you manage your opportunities in a straightforward way. We have an open feature request for merging opportunities, I have added a +1 from you for this feature. We'll be sure to let you know if this is something we add ### 3. Easy to Navigate, User-Friendly, and Fast **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 17, 2026 **What do you like best about Capsule CRM?** It’s easy to navigate and use. I find it very user-friendly and fast. **What do you dislike about Capsule CRM?** I don't have any particular dislikes regarding the Capsule CRM **What problems is Capsule CRM solving and how is that benefiting you?** The tasks features help to ensure that I do not miss anything that needs to be followed up ### 4. So Simple to Use and Accessible for Our Staff **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in E-Learning | Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about Capsule CRM?** SO SIMPLE TO USE. AND VERY ACCESIBLE FOR ME STAFF. **What do you dislike about Capsule CRM?** there are many tings to does not contain and these are fedback. **What problems is Capsule CRM solving and how is that benefiting you?** workflows ### 5. Streamlined Sales with Capsule CRM's Ease and Cost-Effectiveness **Rating:** 5.0/5.0 stars **Reviewed by:** Ella W. **Reviewed Date:** October 28, 2025 **What do you like best about Capsule CRM?** I find Capsule CRM to be extremely easy to use, which stands out as a significant benefit for our team. The effortless setup and usability allow us to manage our sales pipeline and customer details efficiently. I appreciate how it streamlines processes across departments, as everyone can view the history of each opportunity thanks to the integration with Outlook, which also reduces time spent on adding additional notes. The affordability of Capsule CRM compared to other options such as Salesforce was a major deciding factor for us. The tracks feature is incredibly handy, offering the flexibility to amend them as needed and providing vital reminders. Additionally, I am impressed with the reporting tools, which I find brilliant in supporting our decision-making process. The combination of cost, ease of use, powerful reporting tools, and practical features like tracks makes Capsule CRM a valuable asset to our operations. **What do you dislike about Capsule CRM?** I dislike the lack of integration with Microsoft Teams, which limits our ability to collaborate directly within our existing communication platforms. **What problems is Capsule CRM solving and how is that benefiting you?** I find Capsule CRM streamlines our sales processes, allowing alignment across departments with email integration, reducing time on note-taking, and offering customizable reminders and robust reporting, all at a competitive cost. ### 6. Dependable CRM with Minor Email Management Issue **Rating:** 4.5/5.0 stars **Reviewed by:** Tracy M. **Reviewed Date:** October 24, 2025 **What do you like best about Capsule CRM?** I find Capsule CRM extremely useful for keeping track of tasks necessary to run my company, as well as client follow-ups. One of the standout features is how it helps me manage my tasks without having to memorize everything, as it sends timely reminders about pending tasks. I also love that it provides a great system for filing key documents, reducing my reliance on email. The ability to set up recurring tasks simplifies my workflow, allowing me to efficiently check off everything I've completed. As an independent HR consultant, I appreciate its affordability and effectiveness. Being familiar with the system is a major advantage for me, and I find it truly fitting for my professional needs. **What do you dislike about Capsule CRM?** I dislike that when saving an email to the system, all of the images on the email get saved as well. This leads to an inconvenient experience when I want to find a file attached to an email, as I have to sift through numerous images from the emails. The prevalence of images in emails makes this issue particularly bothersome. **What problems is Capsule CRM solving and how is that benefiting you?** I use Capsule CRM to track tasks and receive reminders, reducing the need to remember everything. It efficiently manages key documents, eliminating the reliance on emails. ### 7. Quick, Friendly Support and Seamless Capsule & Transpond Integration **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Design | Small-Business (50 or fewer emp.) **Reviewed Date:** March 18, 2026 **What do you like best about Capsule CRM?** One of our Directors at work told us about it. We were looking for a new crm database for the agency. **What do you dislike about Capsule CRM?** The customer service is quick, friendly, very efficient and helpful. It feels like they are based in-house. We also like the way Capsule & Transpond work together. **What problems is Capsule CRM solving and how is that benefiting you?** For me it has helped to make campaign sending so much more efficient. We are just starting to implement more automations now too. The company insights are a great extra. **Official Response from Keith Weir:** > Thanks so much for your kind review! We’re really glad Capsule has been a good fit for your agency, and it’s great to hear your Director’s recommendation paid off. It’s especially nice to know our support team has made a positive impression—we’ll be sure to share your feedback with them. And we love that you’re enjoying how Capsule and Transpond work together 🙌 Thanks again for taking the time to share your experience! ### 8. Task Management Made Effortless **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Primary/Secondary Education | Small-Business (50 or fewer emp.) **Reviewed Date:** May 15, 2025 **What do you like best about Capsule CRM?** I really like the task lists in Capsule CRM. They help me prioritize my tasks, especially when I'm busy. It's also easy to see at a glance what the main task type is for each day, which I find really helpful. **What do you dislike about Capsule CRM?** Capsule CRM has been running slow for the last few days, which is frustrating when there's a lot to do. It also used to lose my task list when it closed down, but it seems that issue has been fixed now as my task list and calendar save and open straight up if the window closes. **What problems is Capsule CRM solving and how is that benefiting you?** Capsule CRM makes it easy to create tasks linked with projects, and the task lists help me prioritize when busy, showing main tasks at a glance. **Official Response from Keith Weir:** > Thank you so much for the 5-star review! We’re really glad to hear our task lists are helping you stay on top of your priorities—that’s exactly what we designed them for 🙌 We appreciate you calling out the recent slowness too. That’s not the experience we want for you, especially when you’re busy, and our team is always working to keep things running smoothly. If you continue to notice any issues, don’t hesitate to reach out to our support team. Thanks again for sharing your experience—it means a lot to us. ### 9. Easy to Use Well-Structured CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Aiden B. | Managing Director, Consulting, Small-Business (50 or fewer emp.) **Reviewed Date:** April 24, 2026 **What do you like best about Capsule CRM?** I like how easy it is to use once it’s set up, and I also appreciate the overall structure. **What do you dislike about Capsule CRM?** The won-deal-to-client conversion, but most CRM companies fall short in this area. **What problems is Capsule CRM solving and how is that benefiting you?** For our clients, considering we implement Capsule CRM for them, Capsule CRM is structured more towards relationship building sales and it works fantastic for that model **Official Response from Rachel Brocklehurst:** > Thanks for taking the time to leave a review. We're so pleased that you find Capsule easy to use and that it also helps your clients! We love hearing how Capsule could work even better, if you have any suggestions please send them over to support@capsulecrm.com ### 10. Simple, Inexpensive, and Effective CRM Tool **Rating:** 4.0/5.0 stars **Reviewed by:** Krishna W. **Reviewed Date:** February 05, 2026 **What do you like best about Capsule CRM?** I like how Capsule CRM is very simple to pick up, learn, understand, and use. It was easy for me to get started and learn it even though I wasn't involved in the initial setup. I definitely recommend it for anyone looking for a simple, inexpensive, and effective CRM tool. **What do you dislike about Capsule CRM?** The project section and importing data into projects are areas I find challenging. I've not figured out how to do that as well as I would like. **What problems is Capsule CRM solving and how is that benefiting you?** I use Capsule CRM to organize my information and plan my day, especially for reaching out to customers. ### 11. Intuitive CRM with Room for Project Tracking Improvements **Rating:** 4.5/5.0 stars **Reviewed by:** CRaig D. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2026 **What do you like best about Capsule CRM?** I find Capsule CRM easy to use and intuitive. The initial setup was very easy and very logical, which made getting started with it a breeze. **What do you dislike about Capsule CRM?** I'd like to be able to track projects that we've actually secured and won. **What problems is Capsule CRM solving and how is that benefiting you?** I use Capsule CRM to manage my sales pipeline effectively. **Official Response from Rachel Brocklehurst:** > We're so pleased to hear you find Capsule easy and intuitive. We'd love to hear more about how you would like to track your projects, if you're able to share more details with our Support Team via support@capsulecrm.com they can make sure the feedback is shared with the Product Team. Thanks! ### 12. A great CRM which is simple and easy to use **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Manufacturing | Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Capsule CRM?** I joined the company about three months ago and Capsule was completely new to me. Having used a few other CRMs in the past, I can honestly say this one is by far the easiest to get to grips with. It is clean, intuitive, and everything just makes sense. You do not waste time trying to figure out where things are. Within a day or two I was already comfortable logging calls, updating opportunities and tracking projects without needing any training, which is something we do a lot of. It is clear the system has been designed with real users in mind. Capsule has made managing customer relationships much simpler and more organised, and it is genuinely easy to use, which is not something I can say about many CRMs. **What do you dislike about Capsule CRM?** The only negative is that it can import your email signature as multiple pictures which can hide attachments on emails. **What problems is Capsule CRM solving and how is that benefiting you?** Capsule has really helped us keep everything in one place. Before, information was scattered between emails, spreadsheets and notes, which made it easy for things to slip through the cracks. Now we can see the full picture of every customer and project at a glance. It has also made it much easier to keep track of follow-ups and manage the sales pipeline. I always know what stage each opportunity is at and what needs to happen next. That has definitely improved organisation and saved time day to day. ### 13. Easy too use, scales with your business. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Arts and Crafts | Small-Business (50 or fewer emp.) **Reviewed Date:** April 22, 2026 **What do you like best about Capsule CRM?** Really is to use, and you can start with the free version and build up, which grows with your business. **What do you dislike about Capsule CRM?** There is nothing I dislike about Capsule. **What problems is Capsule CRM solving and how is that benefiting you?** It's making life a lot easier. I can record all my potential customers' information as I go along and move them along a sales cycle **Official Response from Rachel Brocklehurst:** > Thank you for your review! We're so pleased to hear Capsule is making your work-life easier. If you ever have any suggestions on how Capsule could work even more effectively for you, we'd love to hear them. Please email support@capsulecrm.com ### 14. Incredible CRM Solution for businesses of any size **Rating:** 5.0/5.0 stars **Reviewed by:** Lliam G. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** March 10, 2025 **What do you like best about Capsule CRM?** 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. **What do you dislike about Capsule CRM?** Capsule doesn't link to Shopify sadly to manage customer order flows. **What problems is Capsule CRM solving and how is that benefiting you?** Capsule has improved business processes and automated a large number of projects for me and my team. This system helps us keep on track and helps us to deliver projects swiftly and keeps my whole team organised. Completely honest Capsule is the reason my business has tripled its turnover! Keeping everything organised within the dashboard is key for keeping everything on track! ### 15. Capsule CRM’s Simple, No‑Fluff Experience **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Market Research | Small-Business (50 or fewer emp.) **Reviewed Date:** March 20, 2026 **What do you like best about Capsule CRM?** I like Capsule CRM's simplicity. Everything I need is there and nothing more. **What do you dislike about Capsule CRM?** Sometimes there are a few bugs, such as redirecting me to a home page, but after refreshing the browser it always works. **What problems is Capsule CRM solving and how is that benefiting you?** We are a small business, and we used to have lots of client information in spreadsheets. Capsule is helping us with business intelligence, so we can actually use our data. **Official Response from Keith Weir:** > Thanks so much for your feedback—we’re really glad you’re enjoying our approach 😊 We appreciate you flagging the occasional redirect issue too. That’s not the experience we aim for, and our team is always working to smooth out bugs like these. If you ever notice it happening again, feel free to reach out to our support team—we’re happy to take a closer look. Thanks again for taking the time to share your thoughts! ### 16. Effortless Integration and Team Management Made Simple **Rating:** 5.0/5.0 stars **Reviewed by:** Ryan C. | Wholesale Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** December 16, 2025 **What do you like best about Capsule CRM?** It's nice and simple to use, and does exactly what we need. It integrates well with our different platforms, and we as a team are able to manage our very diverse customer base with ease **What do you dislike about Capsule CRM?** There's not really anything I can say here. We are always learning more on the features so everytime we think of something we are able to resolve it. We have worked with Julia who has really helped us to get the best out of Capsule **What problems is Capsule CRM solving and how is that benefiting you?** It has helped us to streamline our sales process and make it easy for everyone to stay in the loop. It has also helped with our marketing efforts ### 17. Very Easy to Use, Constantly Improving with Great Support **Rating:** 4.5/5.0 stars **Reviewed by:** Chris E. | MD, Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2026 **What do you like best about Capsule CRM?** Very easy to use...I have been on it for about 5 years and they are regularly improving ease of use by adding new features **What do you dislike about Capsule CRM?** Nothing really as I say they seem to always be ahead of the game and when I did have an access problem once they solved it within a couple of hours tops! **What problems is Capsule CRM solving and how is that benefiting you?** As a sales person keeping records of my calls to prospects is vital to avoid repetition and remembering what has been said so far, capsule have all the bases covered here **Official Response from Keith Weir:** > Hi Chris, Thank you so much for your thoughtful review and for being with Capsule for five years — we really appreciate your continued trust and support! It’s great to hear that Capsule is helping you stay organized and keep accurate records of your prospect conversations. We know how important it is for sales professionals to have a clear history at their fingertips, and we’re glad that’s making a real difference in your day-to-day work. We’re also pleased that you’ve noticed our ongoing improvements. Our team is always working to make Capsule even easier to use while adding features that support growing businesses. Thanks again for sharing your experience! ### 18. Simple, Easy-to-Use Tool for Organizing Contacts, Tasks, and Sales Opportunities **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.) **Reviewed Date:** March 12, 2026 **What do you like best about Capsule CRM?** Its simplicity and ease of use. It keeps contacts, tasks, and sales opportunities organized without feeling complicated. **What do you dislike about Capsule CRM?** While it’s simple to use, customization and automation options can feel limited. **What problems is Capsule CRM solving and how is that benefiting you?** Capsule CRM helps keep contacts, sales opportunities, and tasks organized in one place. This makes it easier to track client interactions, stay on top of follow-ups, and manage the sales pipeline more efficiently. **Official Response from Rachel Brocklehurst:** > Thanks for leaving a review. It's great to hear that Capsule is helping you manage your follow-ups and pipeline effectively! We'd love to hear how our customisation and automation options could work better for you, please feel free to reach out to our Support Team support@capsulecrm.com and we'll make sure all your comments and feedback are shared with the Product Team. ### 19. User-friendly and rapidly improving CRM solution **Rating:** 5.0/5.0 stars **Reviewed by:** Jamie D. | Web Developer, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** June 30, 2025 **What do you like best about Capsule CRM?** Have been using Capsule every day for the best part of 12 years now. It's very user-friendly and easy to set up get to grips with. The opportunity and projects features are fantastic for keeping on top of tasks, and the new pipeline reporting features that are regularly being added are also solid additions to the tool. The filtering options are great and allow for custom lists of contacts/opportunities/projects with all sorts of criteria which can be really useful for multifaceted businesses like ours. Also plenty of third-party integrations that are available - it's on my to-do list to check out the other options that could improve workflow. Should also mention that the customer service team have always been fantastic whenever we've needed a bit of extra help - quick to respond and informative. **What do you dislike about Capsule CRM?** It would be nice to be able to choose different plans for different users within an account - not all users need the advanced reporting and perhaps only have access in order to see customer details, so it can really add to the subscription costs in these instances. **What problems is Capsule CRM solving and how is that benefiting you?** Capsule has greatly improved its reporting and pipeline features over the years, and the outputs available now are really excellent. The enrichment feature was also a welcome addition to company profiles. I also really like the new dashboard modules that were recently added giving an overview to current opportunities and projects - more of this kind of thing is always welcome in my opinion. ### 20. Rapidly evolving CRM with many useful features. **Rating:** 4.5/5.0 stars **Reviewed by:** Lukáš B. | I coordinate sales representatives for Spanish-speaking countries and manage the CRM system for our company, Small-Business (50 or fewer emp.) **Reviewed Date:** June 18, 2025 **What do you like best about Capsule CRM?** What I really like about Capsule is the ability to communicate with support and not waste time with a bot when I need something, and also that they take practical feedback seriously. Several times, a feature or improvement I requested has been developed in a relatively short time. The possibility of many integrations is also a plus. **What do you dislike about Capsule CRM?** With some features, it's clear they are not yet completely polished. For example, I have a problem when using an email alias, so we cannot send emails through Capsule because we send everything from a different domain, and we have to use an add-on. I was missing a similar refinement in automation so I could use it more. These are specific requirements for our company, so most companies probably won't be interested, but it's a shame not to be able to fully utilize the potential of the CRM when, from my perspective, so little is missing. **What problems is Capsule CRM solving and how is that benefiting you?** I am constantly dealing with something, fortunately, about 80% of my requests are successfully resolved, and the Capsule developers are aware of the others, so there is hope that they will be completed. ### 21. Great value CRM SYSTEm **Rating:** 4.0/5.0 stars **Reviewed by:** Mark C. | Sales Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** September 08, 2025 **What do you like best about Capsule CRM?** Capsule CRM is very easy to use, making customer management simple and efficient. One of its standout features is the built-in marketing tool, Transpond, which helps streamline email campaigns and customer engagement. The customer service team is also responsive and helpful, ensuring any issues are quickly resolved. **What do you dislike about Capsule CRM?** It’s still a work in progress, but the team is constantly improving. The biggest area for development is the mobile app — it’s currently slow, feature-poor, and clunky. Since I’m file-based about 40% of the time, the lack of smooth functionality makes it frustrating to use on the go. **What problems is Capsule CRM solving and how is that benefiting you?** all in one solution to task maangement customer data and marketing out reach ### 22. Intuitive software to assist business **Rating:** 5.0/5.0 stars **Reviewed by:** Matt cherry C. | Technical Sales & Engineer, Small-Business (50 or fewer emp.) **Reviewed Date:** June 16, 2025 **What do you like best about Capsule CRM?** What I like best about Capsule CRM is its simplicity and ease of use, which makes it accessible to users of all technical skill levels. The user interface is clean and intuitive, allowing you to get started quickly without a steep learning curve or the need for extensive training. This is especially valuable for small and medium-sized businesses that want a CRM system that works out of the box and doesn’t overwhelm with unnecessary complexity. **What do you dislike about Capsule CRM?** While tagging contacts is easy, it can quickly become disorganized without a clear process, leading to clutter and confusion in your database **What problems is Capsule CRM solving and how is that benefiting you?** apsule CRM solves the problems of disorganized customer data, inefficient sales processes, and poor team collaboration by centralizing all contact information, streamlining workflows, and providing easy-to-use tools for managing deals and tasks. This results in better productivity, improved customer relationships, and enhanced team alignment, allowing businesses to operate more efficiently and deliver a more personalized service without the complexity or high costs of larger CRM systems. ### 23. Lead management and contact management is easy. **Rating:** 4.0/5.0 stars **Reviewed by:** Akshay U. | Residential Projects, Small-Business (50 or fewer emp.) **Reviewed Date:** January 09, 2024 **What do you like best about Capsule CRM?** Visualization of sales process using an inbuilt kanban board which gives an approximate idea on how long it could take to closure the sales process. **What do you dislike about Capsule CRM?** No Two way email sync on any of the plans, there is no phone or live chat support. **What problems is Capsule CRM solving and how is that benefiting you?** In managing leads which we receive through various portals. Managing contacts of prospects which we are sure of closure. Managing & maintaining active sales pipeline is easy. Budget friendly for small organisations. ### 24. Intuitive and Integrates Smoothly with Our Sales Engine **Rating:** 5.0/5.0 stars **Reviewed by:** Daniel M. | Uk coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** February 09, 2026 **What do you like best about Capsule CRM?** It’s I trice and shakes hands really well with our wider sales engine. **What do you dislike about Capsule CRM?** There can be a little repetition. But not much. **What problems is Capsule CRM solving and how is that benefiting you?** It’s helping speed up access to information and next actions. **Official Response from Keith Weir:** > Thanks so much for the 5-star review! We’re really glad to hear Capsule is working smoothly with your wider sales engine—that’s exactly what we aim for. We’re always looking at ways to streamline workflows and reduce any extra steps. If you have any product feedback you'd like to raise with our team then please just let us know directly! Thanks again for sharing your feedback! ### 25. User-Friendly and High-Quality CRM Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Hineth P. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 06, 2026 **What do you like best about Capsule CRM?** I like Capsule CRM for its stability and flexibility of usage. It's user-friendly, which makes it easy to navigate. The initial setup was very simple and user-friendly, which I appreciate. **What do you dislike about Capsule CRM?** Nothing **What problems is Capsule CRM solving and how is that benefiting you?** Capsule CRM organizes my client integration documents, notes, and appointment scheduling. **Official Response from Rachel Brocklehurst:** > Thanks for taking the time to leave a review! So pleased to hear you're enjoying using Capsule ### 26. Powerful Customer Management and Sales Tracking with Seamless Email Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Nitendar k. | Accountant, Accounting, Mid-Market (51-1000 emp.) **Reviewed Date:** March 27, 2026 **What do you like best about Capsule CRM?** Useful for customer management, sales tracking, task management, reporting, and email integration. **What do you dislike about Capsule CRM?** When the data load is heavy, their processing time increases, which causes the final outputs to arrive late. **What problems is Capsule CRM solving and how is that benefiting you?** It helps me manage tasks, emails, sales, and customers, which makes it easier to handle my workload. **Official Response from Rachel Brocklehurst:** > Thank you so much for taking the time to leave a review. We're pleased to hear that Capsule provides an effective way to manage your tasks and emails. If you have any ideas or suggestions on how Capsule could work event better for you we'd love to hear them! Please send details to support@capsulecrm.com ### 27. All Customer Info in One Place—A Huge Help for Our Team **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Automotive | Small-Business (50 or fewer emp.) **Reviewed Date:** February 02, 2026 **What do you like best about Capsule CRM?** Really helpful with work as we have a lot of customers, having all the info for them in one place that all the team can see at any time. **What do you dislike about Capsule CRM?** I did prefer the look of the old layout. **What problems is Capsule CRM solving and how is that benefiting you?** As we are speaking to the same customers for years we can clearly see any issues they have had in the past in one places and keep updated info on the customer. ### 28. Great Customer Service **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** September 25, 2025 **What do you like best about Capsule CRM?** My company made the switch to Capsule a few years ago, and I was experiencing some growing pains related to the switch and loss of features I was used to using. Generally speaking, the product is way better than out previous one, but a few features that made my day to day work easier didn't exist. A submitted a couple of feature requests, and not only were they met with quick, kind responses, they have been developed and added in a pretty short time. I'm a fan of the product and the support! **What do you dislike about Capsule CRM?** Nothing to report as a dislike, it's been great for us! **What problems is Capsule CRM solving and how is that benefiting you?** Capsule makes it very easy to see all the informaiton we need about our clients in one place, and to manage our day to day work with those folks! ### 29. Customisable Tracks and Shared Knowledge That Reduce Manual Work **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Primary/Secondary Education | Small-Business (50 or fewer emp.) **Reviewed Date:** April 16, 2026 **What do you like best about Capsule CRM?** Customisable tracks that can be tailored to the specific needs of the business, helping reduce manual work. Shared knowledge is another strong point: notes, call logs, and documents can be easily shared, which helps prevent information from being lost if a team member leaves. **What do you dislike about Capsule CRM?** It lacks two-way email sync, and the automation and workflow options feel limited. **What problems is Capsule CRM solving and how is that benefiting you?** It helps me stay on track by invoicing my customers on time. **Official Response from Rachel Brocklehurst:** > Thanks for taking the time to leave a review! We're so pleased to hear that Capsule is helping you stay on top of invoicing and reducing some of the manual work of repetitive tasks. Thanks for the feedback about email sync and automations, we'd love to hear from you on what you would like from Automations in Capsule, if you'd like to share please email us on support@capsulecrm.com ### 30. Capsule is simple, refreshing and effective **Rating:** 5.0/5.0 stars **Reviewed by:** Tom M. | Founder, Chair, Small-Business (50 or fewer emp.) **Reviewed Date:** August 18, 2025 **What do you like best about Capsule CRM?** I really enjoy using Capsule - and that is the first time I've said that about a CRM. We've been using Capsule for a while and we reviewed many other big name CRM systems before settling on Capsule. The benefits we see are that Capsule is simple, clean and straightforward to use. On other systems I'd find myself hunting through settings and preferences trying to get something to work - with Capsule it just works. So many CRMs feel over complicated and overwhelming. Capsule feels refreshing easy to work with, and it does everything I've ever need it to. As I said, I really enjoy using it. **What do you dislike about Capsule CRM?** For me, there isn't much wrong with Capsule. Maybe the search is a little frustrating in that I have to type more letters than I'd like to find a client record. **What problems is Capsule CRM solving and how is that benefiting you?** Like any CRM, Capsule allows us to maintain a common record of client interactions. The difference is that Capsule is extremely easy to use and not overworked with loads of complexity. Our staff use it largely without any training, and this means that people actually do use - a common problem we've had with more complex systems. ### 31. Drives Sales Accountability and Tracks Projects Flawlessly **Rating:** 5.0/5.0 stars **Reviewed by:** Clint V. | Facilitator, Course Coach and Business Performance Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 30, 2025 **What do you like best about Capsule CRM?** Drives sales accountability and tracks our operational projects perfectly. Simple to use and is an intrinsic part of our business activities. **What do you dislike about Capsule CRM?** Some limitations in visual project management boards. **What problems is Capsule CRM solving and how is that benefiting you?** Keeping us accountable to follow up on our database leads, solving newsletter management (bulk email lists), and providing a sound operation management system to track where we are up to in our projects. ### 32. Capsule CRM Makes Customer Interactions Seamless **Rating:** 5.0/5.0 stars **Reviewed by:** Mohammed Hareez S. | Customer Success representative, Mid-Market (51-1000 emp.) **Reviewed Date:** February 02, 2026 **What do you like best about Capsule CRM?** Capsule CRM helps everything to interact with customers directly **What do you dislike about Capsule CRM?** sometimes its bit slow when compared to my previous salesforce crm **What problems is Capsule CRM solving and how is that benefiting you?** it helps in interacting with customers' in one go ### 33. Basic CRM backed by a trustworthy team **Rating:** 4.5/5.0 stars **Reviewed by:** Christopher M. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** April 26, 2025 **What do you like best about Capsule CRM?** The #1 reason I chose Capsule is because of the company culture and values, as communicated primarily on the website. It's most important to me that I'm working with a team I trust, who has shared values, and I can't say about any other option. Their support team is personable and responsive. Capsule CRM is a simple account-based CRM. The simplicity is great because it's easy to get started. I was up and running on the first day. There are multiple pipelines to support our different workflows, and an integration with an affiliated marketing software (Transpond) that just works out of the box. Tasks and tracks make it easy to remember who to follow up with. The ability to keep track of active projects and associate multiple opportunities with a single account or contact mean both sales and account management can use this tool to track an account relationship through its entire lifecycle. **What do you dislike about Capsule CRM?** The features in Capsule CRM are basic. I really do miss HubSpot for how much I could do with it. But what Capsule does do it does very well and simply, and it checks the boxes we really needed without the complexity that larger options bring. **What problems is Capsule CRM solving and how is that benefiting you?** Capsule CRM helps me keep track of all of my business contacts, sales deals, and current client relationships. ### 34. Excellent value for money, and ease of integration **Rating:** 5.0/5.0 stars **Reviewed by:** Jerome B. **Reviewed Date:** January 07, 2026 **What do you like best about Capsule CRM?** I love the simplicity of Capsule CRM, it's a tool I use every day at the heart of my business organization. Its affordability is also an advantage, with an impressive quality-price ratio. The initial setup was very quick and very simple, done independently. **What do you dislike about Capsule CRM?** RAS **What problems is Capsule CRM solving and how is that benefiting you?** Capsule CRM optimizes the tracking of every interaction with my contacts. **Official Response from Keith Weir:** > Hi Jerome, Thank you so much for your thoughtful review! 😊 We’re delighted to hear that Capsule has become part of your daily workflow and that the simplicity and quick setup made it easy to get started independently. Making CRM powerful and affordable is something we care deeply about, so it’s fantastic to know you’re seeing that value in your business. It’s also great to hear that Capsule is helping you keep track of every interaction with your contacts — having everything organized and accessible really does make a difference. We truly appreciate you taking the time to share your experience. If there’s ever anything we can do to make Capsule even better for you, we’re always here to help! ### 35. Exceptional Customer Support & User-Friendly CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** June 26, 2025 **What do you like best about Capsule CRM?** I love how clean and intuitive the UI is. I previously used HubSpot and found it so busy! Capsule is clean, simple, and customisable. I'll be honest, I'm not a top-tier customer in terms of subscription for the platform, however I recently contacted customer support with an issue and they got back to me within a couple of hours with a resolution. **What do you dislike about Capsule CRM?** f I had to mention one challenge, it’s that any CRM—Capsule included—requires regular upkeep across the team to stay truly valuable. That’s not a flaw in the product, just the nature of managing customer relationships effectively. Capsule makes this as easy as possible, but it’s still something to keep in mind for team adoption. **What problems is Capsule CRM solving and how is that benefiting you?** Capsule helps us keep all of our customer and lead data organized in one place, making it easy to track interactions, manage relationships, and stay on top of follow-ups. Before using Capsule, we relied on a mix of spreadsheets and disconnected notes, which made it hard to maintain visibility across the team or spot opportunities. ### 36. Most user friendly CRM for small businesses. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 25, 2025 **What do you like best about Capsule CRM?** The UX is smooth, it's easy to find what you are looking for and there is no bloat. I have used Salesforce, Zoho and Hubspot and they all felt like so many features were behind yet another upgrade paywall, where Capsule is pretty straightforward, the theirs are largely just for the size of the team, advanced features are there if you want them but not being forced on you. It was easy to set up (took minutes) and import my data, set up GTM strategy, pipeline, email templates etc... I use the CRM daily for marketing, tracking deals and setting tasks. When I did have an issue, I got a response from support within minutes and the issue was resolved within hours, much faster than expected. **What do you dislike about Capsule CRM?** I would say the Dropbox integration can be buggy / break at times, in-house storage would be ideal. **What problems is Capsule CRM solving and how is that benefiting you?** Tracking the stages of a deal and seeing what steps are outstanding, how much of my pipeline needs moving along and managing outreach and tasks. ### 37. A powerful CRM without the bloat **Rating:** 4.5/5.0 stars **Reviewed by:** Pete F. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** August 18, 2025 **What do you like best about Capsule CRM?** It’s hard to pick just one thing. Capsule CRM has powerful features with more being added, but it is also simple to use and flexible to configure to your business sales process. Since adopting it, we’ve had a much better understanding of our pipeline and leads as our team has grown. **What do you dislike about Capsule CRM?** Nothing significant comes to mind, as new features get developed the project just keeps getting better. **What problems is Capsule CRM solving and how is that benefiting you?** Tracking and following up on enquiries and closed deals in a consistent structured way. ### 38. Efficient CRM for SMEs, covering the essentials without cumbersome admin. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Mechanical or Industrial Engineering | Small-Business (50 or fewer emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Capsule CRM?** Capsule fits our needs as an SME with about 27px. Its compact enough to offer a level of usefulness without long, cumbersome form filling at every stage. Its integration with Outlook also saves considerable time. Setting up additional colleagues is easy and training is straightforward. By using the capsule in the background every day, very little is missed. Customer support has been outstanding from day 1. **What do you dislike about Capsule CRM?** Payment milestones often include unequal and untimely payment plans. Capsule doesnt seem to be able to log this sort of schedule **What problems is Capsule CRM solving and how is that benefiting you?** Capsules primary role was to keep a CRM relevant as our company expanded using greater process control. Budgetary forecasting is close as a snapshot and the task calendar is a must as life gets busy. ### 39. Very intuitive and easy to use platform **Rating:** 5.0/5.0 stars **Reviewed by:** Katarina G. | Marketing Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** March 13, 2025 **What do you like best about Capsule CRM?** 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. **What do you dislike about Capsule CRM?** 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. **What problems is Capsule CRM solving and how is that benefiting you?** Capsule CRM helps me stay organized by allowing me to track and update marketing results from various campaigns in one place. It also makes it easy to add and manage new contacts, ensuring I have a clear overview of our outreach efforts and can follow up effectively. This improves efficiency and helps me make data-driven decisions for future campaigns. ### 40. Simplistic, Organized, great software **Rating:** 5.0/5.0 stars **Reviewed by:** Terry G. | Managing Director, Small-Business (50 or fewer emp.) **Reviewed Date:** October 09, 2025 **What do you like best about Capsule CRM?** Having all your data organized in one place makes everything so much easier to use. **What do you dislike about Capsule CRM?** The learning curve is quite steep, but once you get the hang of it, everything falls into place. **What problems is Capsule CRM solving and how is that benefiting you?** This has been useful for helping me store and organize all my data. ### 41. Simple , Easy and Cost Effective **Rating:** 5.0/5.0 stars **Reviewed by:** Teena R. | Marketing Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 18, 2025 **What do you like best about Capsule CRM?** - Straightforward to use - Integrations - Connect your outlook and other platforms - Pay per person - so you are not tied into a contract - Suitable for all scale business - Quick Customer Support **What do you dislike about Capsule CRM?** Nothing. Sometimes the system can be a little slow but its not very often this happens **What problems is Capsule CRM solving and how is that benefiting you?** The system was a little slow, We contacted customer service tech support and they sorted it out straight away ### 42. Great CRM System, Intuituve, with great integrations **Rating:** 5.0/5.0 stars **Reviewed by:** Richard C. | Sales Director, Small-Business (50 or fewer emp.) **Reviewed Date:** June 19, 2024 **What do you like best about Capsule CRM?** I love the fact that calendar, email, and phone contacts integration works seemlessly with apps, and desktop applications. Its very easy to set up and creat custom fields, suitable for your business. Customer support is great also, very quick to respond to queries or help that you might need. I use it daily for keeping track of leads. Integration with accounts systems are also great saves alot of double inputting of when leads are converted to customers. **What do you dislike about Capsule CRM?** There are few downsides to the software, there was once a glitch with phone integration but this was sorted out **What problems is Capsule CRM solving and how is that benefiting you?** Its helping with the classification and quantification of leads, and also making effieciency of lead collation ### 43. Effortless CRM for Fast-Paced Teams **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** January 09, 2026 **What do you like best about Capsule CRM?** 1. It's easy to use and quick to setup 2. It makes easy to manage client contacts deal pipelines and follow ups 3.Makes the workflows well organized without any complexity\ 4.Email integration helps managing clients. **What do you dislike about Capsule CRM?** 1. Advanced customizations are limited 2.Reporting could be more detailed **What problems is Capsule CRM solving and how is that benefiting you?** 1. streamline client information and helps track deals and manage follow ups 2.Improves visibility into sales pipelines 3. It helps us automate workflows like reachouts **Official Response from Keith Weir:** > Thank you for taking the time to share your positive experience with Capsule! We’re so pleased to hear that you’ve found it easy to set up and simple to use — especially for managing contacts, deal pipelines, and follow-ups. Keeping workflows organized without unnecessary complexity is exactly what we aim for, so it’s great to know that’s been your experience. We’re also glad the email integration is helping you stay on top of client communication. We really appreciate your feedback around advanced customization and reporting as well. Insights like yours are incredibly valuable and help inform how we continue to improve the platform. We’re always working on enhancing Capsule’s flexibility and reporting capabilities, so it would be helpful to know what level of customization & reporting features would make it even better for your team. We'd love it if you could connect with us around this feedback directly! ### 44. Moving over to Capsule from several pieces of software that made up our CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Frank P. | Marketing Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2025 **What do you like best about Capsule CRM?** We had several different pieces of software including an email marketing system and a couple others that was making out our CRM system and we wanted to move all this under one roof. Capsule was very easy to move over to, we wanted to tailor it to our business and they helped a lot with that in terms of customisable datatags and custom fields etc... The import was very simple as well. We are really enjoying using it, particularly for the Sales Pipeline and Tracks making life a lot easier in terms of task allocation and distribution. We are also using Transpond, the email marketing platform that has a direct integration with Capsule, and this has been great too. **What do you dislike about Capsule CRM?** The Organisation vs Contact can sometimes get a little confusing purely because we are using organisations as client families. Also that fact that you can automatically move someone from the Sales Pipeline to a Project Board when won is great, but it would be beneficial to also be able to automatically move Projects between Projects Boards when tasks are completed. **What problems is Capsule CRM solving and how is that benefiting you?** We wanted to bring all of our different platforms that we use for the purpose of the CRM under one roof and capsule does this. We also had lots of lists of tasks on the old platform that are now easily allocated and segmented on Capsule. ### 45. Well priced, easy to use and quick, responsive, friendly UK-based support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Manufacturing | Small-Business (50 or fewer emp.) **Reviewed Date:** June 02, 2025 **What do you like best about Capsule CRM?** We have been using Capsule at work for over 7 years on a daily basis and have always found it easy to use. It only recently occurred to me to download it to help manage the rest of my life! I probably don't use all the features it has to offer, but what I do use suits me and helps organise my work and life. We did have a technical issue a few months ago but it was dealt with quickly and with care - I ended up on a video call with 2 members of the team including the technical lead, who acknowledged another suggestion I'd previously made. **What do you dislike about Capsule CRM?** This isn't a fault of the system but I feel I could make more use of all the functionality it offers. **What problems is Capsule CRM solving and how is that benefiting you?** Capsule helps organise our contacts, tasks and reminders in an easy-to-use system. ### 46. Good interface, excellent support **Rating:** 5.0/5.0 stars **Reviewed by:** Michael S. | CEO, Mid-Market (51-1000 emp.) **Reviewed Date:** June 25, 2025 **What do you like best about Capsule CRM?** Capsule seems to have everything that we require in a CRM. It even has some bells and whistles that we don't use, but keep in mind for potential use in the future. Customer support is excellent, and is always within 24 hours, even though we are based in Australia. **What do you dislike about Capsule CRM?** Really can't fault it at all. Very happy with everything, and we've been using it for over a decade now. **What problems is Capsule CRM solving and how is that benefiting you?** Allows us to manage both our clients and service providers with ease. Custom tags enable us to differentiate between different types of files. ### 47. Streamlined Sales and Marketing, Seamless Operations **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** January 09, 2026 **What do you like best about Capsule CRM?** It has really helped us consolidate our sales and marketing contacts and streamline our operations. Our sales pipeline has also grown significantly and marketing campaigns are running must smoother then before. **What do you dislike about Capsule CRM?** There is nothing as such to dislike about the platform for now. **What problems is Capsule CRM solving and how is that benefiting you?** 1. Streamline and consolidate sales and marketing contact information 2. Manage projects much better with better visibility 3. Save time by automating manual workflows like reachouts **Official Response from Keith Weir:** > Thank you so much for the wonderful review and for sharing your experience! 🌟 We’re thrilled to hear that Capsule has helped you consolidate your sales and marketing contacts and streamline your operations. Seeing teams grow their sales pipeline and run smoother marketing campaigns is exactly what we aim to support — so that’s fantastic feedback for us. It’s also great to know that everything is working well for you so far! If you ever have ideas, suggestions, or need support as you continue to grow, we’re always here and happy to help. Thanks again for being part of the Capsule community! ### 48. Effortless to Use and a Joy to Work With **Rating:** 5.0/5.0 stars **Reviewed by:** Fawaz A. | Business Development Manager ( Brand Licensing ), Small-Business (50 or fewer emp.) **Reviewed Date:** December 16, 2025 **What do you like best about Capsule CRM?** What I value most is how easy it is to use the CRM. That simplicity really stands out to me. **What do you dislike about Capsule CRM?** There isn't really anything about Capsule that I dislike. **What problems is Capsule CRM solving and how is that benefiting you?** The advanced entry features help make my work flow more smoothly. ### 49. Wonderful product, easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Jesse R. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** April 07, 2025 **What do you like best about Capsule CRM?** I've been using CapsuleCRM in my businesses and projects for almost 10 years now. I consider it one of the best products in its niche, in the world. Easy and intuitive to use. We use it daily, and the task & workflow automation features are the most valuable to us. Support over the years have been fast and efficient. **What do you dislike about Capsule CRM?** Nothing really. Complicated and decision-tree based workflows would be great, and we would use it, but I don't think this is what CapsuleCRM set out to do. For relatively simple, sequential workflows it works great! **What problems is Capsule CRM solving and how is that benefiting you?** Basic workflow & automation - makes sure that essential steps in our processes are not accidentally skipped or omitted, and helps with standardization and quality assurance, from an operational perspective. ### 50. Very well setup, but easy CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Noah T. | Ejer, Small-Business (50 or fewer emp.) **Reviewed Date:** June 19, 2025 **What do you like best about Capsule CRM?** This CRM is great for those who need to use CRM to keep up with projects. If you like me have up to 20 projects at a time, this tool is so helpfull and necessary. When i first started at my company, it took me no more than a few days to get implementet in Capsule. **What do you dislike about Capsule CRM?** With the number of features, there will be some difficulty in making it personalized to the specific projects. **What problems is Capsule CRM solving and how is that benefiting you?** The biggest thing is keeping track of projects and the steps in those project. ## Capsule CRM Discussions - [What is Capsule CRM used for?](https://www.g2.com/discussions/what-is-capsule-crm-used-for) - 1 comment - [What are the top 5 CRM systems?](https://www.g2.com/discussions/capsule-crm-what-are-the-top-5-crm-systems) - 1 comment - [What is CRM database software?](https://www.g2.com/discussions/what-is-crm-database-software) - 1 comment - [What is a case in Capsule CRM?](https://www.g2.com/discussions/what-is-a-case-in-capsule-crm) - 1 comment - [What are the features of CRM software?](https://www.g2.com/discussions/capsule-crm-what-are-the-features-of-crm-software) - 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[Quotient](https://www.g2.com/products/quotient/reviews) - [REVE Chat](https://www.g2.com/products/reve-chat/reviews) - [Shopify](https://www.g2.com/products/shopify/reviews) - [Skyvia](https://www.g2.com/products/skyvia/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [Smith.ai AI Receptionist](https://www.g2.com/products/smith-ai-ai-receptionist/reviews) - [Softphone.Pro](https://www.g2.com/products/softphone-pro/reviews) - [Squarespace](https://www.g2.com/products/squarespace/reviews) - [SwitchboardFREE](https://www.g2.com/products/switchboardfree/reviews) - [SyncHub](https://www.g2.com/products/synchub/reviews) - [TimelinesAI](https://www.g2.com/products/timelinesai/reviews) - [Transpond by Capsule](https://www.g2.com/products/transpond-by-capsule/reviews) - [Typeform](https://www.g2.com/products/typeform/reviews) - [WooCommerce](https://www.g2.com/products/woocommerce/reviews) - [Wufoo](https://www.g2.com/products/wufoo/reviews) - [Xero](https://www.g2.com/products/xero/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) - [Zoho Flow](https://www.g2.com/products/zoho-flow/reviews) ## Capsule CRM Features **Sales Force Automation** - Contact & Account Management - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management **Marketing Automation** - Email Marketing - Lead Management **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Mobile & Social** - Social Collaboration Features - Mobile User Support **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Generative AI** - AI Text Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top Capsule CRM Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,668 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,270 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (3,045 reviews)