--- title: Capsule CRM Reviews meta_title: 'Capsule CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 506 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: 506 scale: '5' date_modified: '2026-07-21' 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:** 506 ## 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. User friendly - does what it says on the tin **Rating:** 4.0/5.0 stars **Reviewed by:** Claire T. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** October 28, 2024 **What do you like best about Capsule CRM?** Simple to use for a SME such as ours. Great for record keeping, tracking sales prospects and generally a really useful resouces for our team to use and to maintain compliance. **What do you dislike about Capsule CRM?** Would be helpful is some of the add-on features were available as standard. **What problems is Capsule CRM solving and how is that benefiting you?** Record keeping for all members of the team in a manner that is clear and compliant. ### 2. Amazing tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** March 28, 2025 **What do you like best about Capsule CRM?** Having all of our customers centralized in one platform, being able to add tags for easy sorting, attach files, notes and a very customizable pipeline. **What do you dislike about Capsule CRM?** Possibly the only thing I dislike is having to log in again every time that I try to access Capsule. **What problems is Capsule CRM solving and how is that benefiting you?** Having information about customers distributed all over; this centralizes everything in one place. ### 3. Great CRM Software **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** September 17, 2024 **What do you like best about Capsule CRM?** The software is extremely easy to use - exporting data is also helpful when it comes to working between Capsule and Transpond and having everything in one place. The tagging of clients and dropboxing the email address is also an asset as i have mutiple employees use the software around the country and they can access the same information at the same time. **What do you dislike about Capsule CRM?** Capsule update their layout whihc is great but takes some time to get used to sometimes but otherwise a great programme **What problems is Capsule CRM solving and how is that benefiting you?** Enabling acess to client information for all colleagues across the UK - all in one place for ease and able to see what each person is doing at one time ### 4. Game changer **Rating:** 4.0/5.0 stars **Reviewed by:** Joseph C. | Sales and Account Lead, Small-Business (50 or fewer emp.) **Reviewed Date:** July 22, 2024 **What do you like best about Capsule CRM?** Capsule is really straightforward, intuitive and a game changer for us. As a growing business it provides an easy solution for us to manager our clients and leads, the reports are useful, and the overall experience has helped us level up our sales and client relation approach. **What do you dislike about Capsule CRM?** It took our team a while to get used to the system, but Capsule are always on hand to support, which has really helped implement the system. **What problems is Capsule CRM solving and how is that benefiting you?** Capsule organises all of sales and client relations, it helps us store and manage them in one place and supports the coordination and development of our sales (team). ### 5. Capsule is great! **Rating:** 4.5/5.0 stars **Reviewed by:** Daniel M. | Sales Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2024 **What do you like best about Capsule CRM?** A user friendly system, felxible in it's approach to changing fields and amending the platform to work for you. **What do you dislike about Capsule CRM?** I haven't found an issue with the CRM yet. **What problems is Capsule CRM solving and how is that benefiting you?** It's allowing us to keep up to date with all the live and future oppertunities we currently have. The overall calculation and value of the the oppertunties is areally helpful. Also when you input company information into the relevant fields, it shows you additional company information like 'annual turnover' and a brief description of the company and the industry they operate in. ### 6. Capsule CRM for small business **Rating:** 5.0/5.0 stars **Reviewed by:** Chris C. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** October 11, 2024 **What do you like best about Capsule CRM?** Capsule is a great CRM for the under 25 employee organization. It works well with MailChimp and paid Gmail. All my website contact forms are auto imported into Capsule. I am a 10+ year paid user. **What do you dislike about Capsule CRM?** Needs a better de-duper function. East to have multiple same companies with slightly different spellings. **What problems is Capsule CRM solving and how is that benefiting you?** Easy to find old history with contacts ### 7. Capsule has revolutionised our business! **Rating:** 5.0/5.0 stars **Reviewed by:** Jeremy H. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 26, 2024 **What do you like best about Capsule CRM?** Capsule has revolutionised our business, allowing us to add key company information in one place and make it available to everyone within the business. We took it on as a CRM to help manage company contacts, but it's now become an always on product used for project management tool, where we track projects, calls and actions, as well as an event planner, where we have set up reminder tracks so we can ensure company events run smoothly. **What do you dislike about Capsule CRM?** As we use it for project management, we'd love to have some enhanced functionality around that, e.g. planners and Gannt charts. User time trackers would be a great addition too. **What problems is Capsule CRM solving and how is that benefiting you?** Storing contacts so we can send out regular newsletters Storing call notes and emails so that everyone can understand what's going on Tracking project and event progress Tracking new business opportunities ### 8. Perfect CRM for our needs in every respect. **Rating:** 5.0/5.0 stars **Reviewed by:** Boze D. | Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** March 26, 2024 **What do you like best about Capsule CRM?** Firstly, it's incredibly intuitive and easy to use, even for someone who's not particularly good with technology! I started my business 13 years ago and was introducted to Capsule by my son (a web designer) who said it would be perfect for me to run my business, I use it every working day and I've not been dissappointed. I love the way it integrates with FreeAgent and Microsoft Outlook. It's a breeze to navigate and implementing actions and tasks and the customer support is second to none. I mainly use 'Opportunities' and 'Tracks' and I love the 'Tags' feature. I literally couldn't imagine running my buisness without it. **What do you dislike about Capsule CRM?** There's a lot of areas I don't use, but I can honestely say that for what I use it for, there is nothing to dislike. **What problems is Capsule CRM solving and how is that benefiting you?** Keeping all the data in one place, being able to create opportunities and track the progress from finding customers, putting them in the pipeline, following up, sending reminders, invoicing etc. Creating tasks is invaluable, you don't have to rememeber anything, it's all there. ### 9. Perfect CRM for our needs. Happy to have found Capsule! **Rating:** 5.0/5.0 stars **Reviewed by:** Victoria R. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 25, 2024 **What do you like best about Capsule CRM?** Capsule perfectly fulfills our organization's needs with its simple interface, ease of use, customization options, great value, mobile app for on-the-go convenience which is especially useful at conferences. I appreciate that its not overloaded with complexity and overengineered with too many features. I use it dozens of times throughout the day and rely heavily to keep me on track at work. I can quickly summon a name and know instantly key info on the contact or organization. Uploading documents to a contact is especially helpful as well as key word search. Finally, it was so quick to get started with a painless setup. **What do you dislike about Capsule CRM?** We don't use it for sales so naturally I can't take advantage of this feature. My colleagues wish there was more reporting capabilities and automatic visualizations from the reporting. **What problems is Capsule CRM solving and how is that benefiting you?** Documenting meeting notes and other key information for each of our clients is important to our organization's success. Being able to pull the information required, perform key word search and use tagging to categorize clients, and do this within seconds while on team calls to discuss various clients' updates -- has been critical to keeping us informed and aligned. ### 10. Great CRM for a small business **Rating:** 4.5/5.0 stars **Reviewed by:** Robert B. | Magician, Mind-Reader & Speaker, Small-Business (50 or fewer emp.) **Reviewed Date:** June 07, 2024 **What do you like best about Capsule CRM?** There's a good framework already in place for handling enquiries and creating opportunities, but it's easy to customise this to my individual requirements for the various ways I process different client types. **What do you dislike about Capsule CRM?** Although integrating email templates with Outlook is a relatively new integration, it would be helpful if I was able to save more templates without having to upgrade (as I wouldn't use the other features) **What problems is Capsule CRM solving and how is that benefiting you?** Keeping track of new business enquiries, and setting up workflows that enable me to follow the process through. Then set up further tasks to oversee the completion. Sometimes the timescale of this can be 18-24 months so getting the relevant information quickly is also a bonus. ### 11. Best CRM for value and functionality **Rating:** 5.0/5.0 stars **Reviewed by:** Jenni H. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 21, 2024 **What do you like best about Capsule CRM?** The best things about CapsuleCRM is the functionality and ease of use. To be able to customise it with tags, data tags and custom fields as to what you need to make the system work for you and your business and not have to fudge something to make it work. I also love the integration and the apps with email and accountancy packages and the recent launch of Transpond and email campaigns is a game changer for me. **What do you dislike about Capsule CRM?** The least helpful thing and the one area that does drive me made is the ordering of fields and/or data tags or tracks. To have this use the up and down arrows and not being able to drag and drop into a new order. **What problems is Capsule CRM solving and how is that benefiting you?** CapsuleCRM allows us to keep on top of managing our active customers and members and also helping us to identify prospects and manage our pipelene of business to close and convert leads into sales. It also allows for great customer service as all members can see what is happening with a client so can answer any questions and be of service to the needs of who we are speaking to. ### 12. Easy to use miles better than salesforce **Rating:** 5.0/5.0 stars **Reviewed by:** Andy R. | Coo, Small-Business (50 or fewer emp.) **Reviewed Date:** November 12, 2024 **What do you like best about Capsule CRM?** User experience; search; app and this fills the space **What do you dislike about Capsule CRM?** Sometimes the merge is a pain why is there a min characters **What problems is Capsule CRM solving and how is that benefiting you?** Capturing all my client details and running my pipeline ### 13. Best Management for Workplace **Rating:** 5.0/5.0 stars **Reviewed by:** Nick D. | Electrician/Administrator, Small-Business (50 or fewer emp.) **Reviewed Date:** September 04, 2024 **What do you like best about Capsule CRM?** Capsule provides a free service to manage the many task and documents, aswell as the clients that comes with them to be easily managed on a very user friendly interface that you can also have in your pocket on your mobile device. **What do you dislike about Capsule CRM?** Only downside is how did I not know about this before! **What problems is Capsule CRM solving and how is that benefiting you?** Solving the ease of managing clients with various tasks and documents. ### 14. I hate CRM's but am very happy with Capsule **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** June 26, 2024 **What do you like best about Capsule CRM?** It is really simple to use. I needed a way to keep all of my contacts, not all of whom I know, in one place where I could keep tack of how I knew them, what contact I could make with them and why and to keep track of anyone who unsubscribed. This is really simple in Capsule. I also wanted a way of keeping track of my opportunities. Even though i am a one man band, Excel was not good enough. Capsule keeps track of everything for me. **What do you dislike about Capsule CRM?** I find it difficult to dislike any fature but if pushed, there are some elements that might be nice to be able to vary, such as the time an opportunity is left unedited before it flags it. **What problems is Capsule CRM solving and how is that benefiting you?** keeping track of contacts keeping track of opportunities ### 15. Intuitive layout, relevant additions- fantastic support. **Rating:** 5.0/5.0 stars **Reviewed by:** Steve L. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 23, 2024 **What do you like best about Capsule CRM?** Capsule has a very good interface that is very intuitive. It works well with my business process and with the pipeline and projects elelments, ti helps keep on track of all the client engagements I have. I have a multifaceted business that covers physical products, consultancy and full scale management. **What do you dislike about Capsule CRM?** Capsule is limited in some it's connectivity. For example the calendar aspect (but that could be my ignorance rather than the functionality). I have been having trouble connecting my SMTP for the email parts too but in the hands of support (who are proper humans) to get that sorted. **What problems is Capsule CRM solving and how is that benefiting you?** Managing my sales pipeline and tmaking sure that I am not missing out on the opportunities by effective task management. The mobile app is very very easy to use, I am looking forward to 'proper' deveice notifications and a more seemless integration between calendars. ### 16. Happy Customer **Rating:** 5.0/5.0 stars **Reviewed by:** Anne-Marie M. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 05, 2024 **What do you like best about Capsule CRM?** We have used Capsule for just over 6 years first as a free account and then moved onto paid after about 2 years. We tend to use it in the way opposite way to most organisations. We use Opportunities as a way of tracking our ongoing work that has been commissioned and Projects as a way of tracking quotes. We use 'Tracks' a lot and also the tags. We particularly like the email integration with GMail and also the Freeagent integration. I know we plan to use Transpond this year as we have just recruited a Social Media manager/ Administrator. **What do you dislike about Capsule CRM?** There's nothing really, meets our needs well. The mobile app is very limited in use. **What problems is Capsule CRM solving and how is that benefiting you?** Records our client's data securely that we can access from anywhere, we recently moved the business and this was possible as we operate online. Keeps the team up to date with work and flow between us. ### 17. A truly great CRM system **Rating:** 5.0/5.0 stars **Reviewed by:** Louise B. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 16, 2024 **What do you like best about Capsule CRM?** We use Capsule on a daily basis, in our music school of 400+ Students. We use it to record enquiries, regular Student communication and set tracks/processes for onboarding new Students/Teachers etc. I very much like the fact that Capsule can be customised (to a degree) to fit with our business' needs. It can be as simple or as complex as you need it to be - use it merely to store communication, or make use of all the features such as smart tags, lists, reports, tracks - there's so much you can do. The use of tags - and smart tags - has been extremely useful to us in recording relevant information for our current and past clients. Capsule links with many other software programs and apps. Our phone system - CircleLoop - is linked, and means all records of our communication is kept in one place and easily viewed and recalled. On the few occasions I've had to contact Customer Support, I've received timely and detailed responses, usually fixing my query within a matter of hours. I'd recommend Capsule to any small business owner looking to centralise and standardise their working processes and communications. **What do you dislike about Capsule CRM?** I feel that Capsule could offer better choices when setting recurring tasks ie. repeat on the 1st Wednesday of each month, or every 15 weekdays etc. A live feed would also be helpful - we spend a lot of time refreshing the homepage to see if any new tasks have been created for us. I think it would be very useful to be able to set a team-member's working hours, so tasks could automatically be assigned to that member only during their working week. **What problems is Capsule CRM solving and how is that benefiting you?** It helps us to keep all of our client communication in one place, as well as allowing us to develop standardised processes for recurring business tasks, ensuring that things are carried out in the same way each time. ### 18. If you want to a well constructed CRM, this is the one for you **Rating:** 4.5/5.0 stars **Reviewed by:** Kassy M. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** May 03, 2024 **What do you like best about Capsule CRM?** Capsule is simple to use and intuitive. We literally use it all day, every day. It's built for sales processes, so that it helps me to structure our approach to customer development and relationship management. The team at Capsule are responsive and friendly - it's nice to build a relationship with a real person who knows you by name. They're always adding new features and the newest one where the system tells you the size and revenue of the companies in your system, is so helpful! **What do you dislike about Capsule CRM?** I'd like to be able to auto email - but the team are already working on this, so I look forward to being able to do that shortly! **What problems is Capsule CRM solving and how is that benefiting you?** Sales and customer relationships ### 19. A practical and intuitive CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Simone G. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** June 27, 2024 **What do you like best about Capsule CRM?** After several years of using CAPSULE what I appreciate most is the simplicity and the quick and intuitive way of both compiling and extrapolating information and statistics. In my sales job, it helps me to efficiently manage customers and interactions with them, as well as sales opportunities. Compared to other CRMs I tested, I opted for CAPSULE as I found it very intuitive and complete. **What do you dislike about Capsule CRM?** The lack of an Italian language version. **What problems is Capsule CRM solving and how is that benefiting you?** When an employee moves from one organisation to another (both of which are present in the CRM), the history of that employee on the previous company is maintained. This makes it possible to keep track of the activities done with that person even after he or she has moved to the new company. ### 20. Best CRM by miles **Rating:** 4.5/5.0 stars **Reviewed by:** Lee F. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** September 19, 2024 **What do you like best about Capsule CRM?** Totally intuitive and execllent integrations. Easy to get started, easy to test strategies. **What do you dislike about Capsule CRM?** I literally don't know of any?? Maybe better integration with Xero/... ? Although I'm not affected at all by that. **What problems is Capsule CRM solving and how is that benefiting you?** Total clarity throughout business of who is doing what, when and with owho. ### 21. Great CRM system - I love the reminders to follow up with people! **Rating:** 5.0/5.0 stars **Reviewed by:** John H. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 22, 2024 **What do you like best about Capsule CRM?** I love the reminders to follow up with people - makes it so easy to keep on top of enquiries and ensure that I'm keeping in touch with my key contacts and clients at the appropriate timeframes. **What do you dislike about Capsule CRM?** It would be amazing if t5he whole 'create contact' thing could be bypassed or abolished (although I don't see how you could do that, as people might get attributed to the wrong organisations). The improvements made in terms of picking out someone's name from their email address and that you can find organisations by their abbreviations are both great feeatures that speed this task up though, so well done for streamlining that! **What problems is Capsule CRM solving and how is that benefiting you?** I'm keeping in more regualr contact with both existing and new cleints to follow up on enquiries and leads better. The benefit it increased bookings by staying in touch and prompting the client when they've gone silent for a while. ### 22. Intuitive, Seamless, Customizable & Super reliable **Rating:** 4.5/5.0 stars **Reviewed by:** Ozzy R. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 18, 2024 **What do you like best about Capsule CRM?** After several years of using varrious types and formats of CRM systems... I finally had an opportunity to use Capsule CRM for the very first time only recently. It was an impressive experience to see some really simplistic tools and also watch the Intuitive interface reading the type of Link for being from LinkedIn or FB or InstaGram, Twitter X etc. This was a refreshing feature to have when loading my Contacts information as i added over 100 new ones into the CRM over 3 weeks and it helped make my work easier instead of having to choose a manual dropdown for each one as would be typical. I am extremly pleased with how simple and seamlessly integrated the overall functionality was for the CAPSULE CRM. One of my favourite features was the integration with other software across the board like Microsoft Outlook, Calendly and scheduling tools etc. It was great to have the alerts all synchronized across multiple platforms. It was also great to see the drag & drop features across the Pipeline to move status of a client interaction. This was a refreshing feature as well. Easy to Edit overall and simple to manage. **What do you dislike about Capsule CRM?** Yet to use it for long enough to find fault with it or think of any further scope of improvements. However one thing i can think about from the top of my head would be the MASS UPLOAD Feature for the database of Contact Information & Leads if placed in the correct format and also the auto email sync option for sending our large numbers of Templatized emails with pre-defined scripts. Like for example sending 1,000 emails using a Mail Merge like feature or fuction from a 1,000 line contact database on a spreadsheet. **What problems is Capsule CRM solving and how is that benefiting you?** Organization of the entire Customer / Client Database with a well defined segregation for the Pipeline and movable status of the same. ### 23. Ideal CRM for small/medium businesses **Rating:** 5.0/5.0 stars **Reviewed by:** Spencer C. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 14, 2024 **What do you like best about Capsule CRM?** Easy to use and most importantly easy to keep using, so that vital customer and supplier interactions are recorded. The Customer support is great too. A product specialist responded directly to a suggestion I made to improve the dashboard to let me know that it is now available. Ease of integration is also a key benefit, whether that be with Zapier or native integrations. New functionality and integration are being added all the time too. Worth a trial if you're a small/medium-sized business looking to use a significant proportion of the functionality of a CRM app. **What do you dislike about Capsule CRM?** Improved website and digital marketing integration perhaps, **What problems is Capsule CRM solving and how is that benefiting you?** Managing interactions and sales opportunities with clients, prospects and suppliers, including reminders and tasks. Keep data accurate, complete and consistent. Helping manage client projects and campaigns. Integration with my accounting application for quotes and invoicing. ### 24. Great for collaborative projects **Rating:** 4.0/5.0 stars **Reviewed by:** Alanah M. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 16, 2024 **What do you like best about Capsule CRM?** At G59 Projects we have been using Capsule both for it's traditional CRM functions and also project management. As a Marketing Manager, it is obviously a great place to keep our customer contact details for things like email marketing campaigns, but it also offers a great opportunity to tie our business together. I can keep updated with projects and builds we have on the go, understand where they are in the pipeline and therefore use this knowledge within my marketing plans. It ultimately saves time in meetings with having to go through all the current jobs that are on. Ultimately, it keeps me ties in with our sales and workshop team. **What do you dislike about Capsule CRM?** Nothing specifically. I think perhaps there could be more clarity in finding tools, e.g. if I compose an email template for my colleagues, it would be ideal if that was easier to locate from the homescreen. **What problems is Capsule CRM solving and how is that benefiting you?** Collaboration and project management, as well as storing customer details for efficient service. ### 25. A simple and effective way to keep in touch with your client base **Rating:** 5.0/5.0 stars **Reviewed by:** Sallie J. | Sales Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** July 27, 2024 **What do you like best about Capsule CRM?** All my customers' details can be found in one place from their contact details to emails sent and received to proposals made and conversations had. And it serves as my daily calendar for any calls or emails I need to deal with. **What do you dislike about Capsule CRM?** Would be good to have a better search mechanism - so to find similar businesses in a similar geographic area for example whether this be for a targeted mailing to a geographic area or to find out how many businesses of a certain type were in a certain geographic area. **What problems is Capsule CRM solving and how is that benefiting you?** keeping on top of making calls when necessary to certain clients through the year ### 26. Best CRM on the market **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 14, 2024 **What do you like best about Capsule CRM?** Capsule CRM is super easy to use and has streamlined how I manage contacts and sales. The customizable features and smooth integration with my email and calendar save me time and keep everything organized. It's been a great tool for boosting my productivity. **What do you dislike about Capsule CRM?** Nothing - its quite literally the best CRM available and I've used almost all of them over the years. **What problems is Capsule CRM solving and how is that benefiting you?** Manaaging my calendar. ### 27. This CRM is affordable and easy to use by admin and staff! **Rating:** 5.0/5.0 stars **Reviewed by:** Ilya N. | Creative Director, Small-Business (50 or fewer emp.) **Reviewed Date:** April 23, 2024 **What do you like best about Capsule CRM?** Capsule CRM is very easy to use due to its simple navigation. It is a great tool for collaborating with others and tracking project progress. There are excellent project management tools and a variety of integrations with other platforms that make it a really powerful business tool. **What do you dislike about Capsule CRM?** Capsule CRM has remained solid over the years with its ease of use and simple navigation. While it hasn't changed much, it still stands as a reliable choice for collaboration, tracking, and project management, with useful integrations. It has remained the same for several years, so there have not been any visible revamps or changes, however, it remains a reliable tool. Why change something that works? **What problems is Capsule CRM solving and how is that benefiting you?** For me, Capsule CRM solves several key problems: Tracking contacts: Capsule CRM makes it easy to organise and track contacts and allows to add notes for every contact/prospect. This allows anyone from the team to see and record any communication. Creating user profiles: It allows the creation of comprehensive user profiles and add a lot of information about the contact. Creating and managing projects: Project management tools are widely used within our team. It allows to run the projects smoothly, move tasks to various stages and track overall progress. ### 28. Simple, cost-effective with excellent support **Rating:** 4.5/5.0 stars **Reviewed by:** Jenny A. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 08, 2024 **What do you like best about Capsule CRM?** Implementation was very easy and it was easy to have colleagues adopt. The use of drop box to capture emails minimises the workload for those who are resistant to a CRM, and the integration was easy. The layout is clear and is it very simple and intuitive. Customer support is excellent. This is something that now drives our workload daily. **What do you dislike about Capsule CRM?** Reporting functions would be helpful, such as sales pipeline per record or per country. **What problems is Capsule CRM solving and how is that benefiting you?** Capturing all correspondence, giving us a hub in which to record calls and meetings, and setting tasks for all follow-up. As well as users being able to task follow-up and therefore not drop opportunities, this also enables Management to ensure all contacts are being adequately serviced. ### 29. Simple, Effective, and Useful **Rating:** 4.5/5.0 stars **Reviewed by:** Larissa C. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2024 **What do you like best about Capsule CRM?** I've been using it daily for reminders and weekly for integrations that were so easy. Its straightforward design makes it super easy to use, and the interface is refreshingly simple. Plus, the support team is incredibly friendly and helpful. It’s been a great choice for our business, and I’d highly recommend it to anyone looking for an efficient CRM solution. **What do you dislike about Capsule CRM?** I would love to be able to customize things even further. Also, the videos are very specific to the features of the website I would love to see some more detailed explaining of all the features to help me use it even more. **What problems is Capsule CRM solving and how is that benefiting you?** Reminders, Workflows and Sales pipeline ### 30. Great CRM System **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Small-Business (50 or fewer emp.) **Reviewed Date:** November 27, 2024 **What do you like best about Capsule CRM?** Ability to connect to mailshot software and accounting system as well as Outlook. **What do you dislike about Capsule CRM?** Only probably need to think how best to use all the functionality to make it more efficient for us. **What problems is Capsule CRM solving and how is that benefiting you?** Storing contacts and our interactions with them. ### 31. Easy to use CRM for managing contacts and tasks **Rating:** 5.0/5.0 stars **Reviewed by:** Sarah B. | Business Development Cosultant, Small-Business (50 or fewer emp.) **Reviewed Date:** June 11, 2024 **What do you like best about Capsule CRM?** Very simple to use, and at a very reasonable cost. **What do you dislike about Capsule CRM?** I don't necessarily distinguish between 'Opportunities' and 'Projects', but like being able to have comms and tasks etc by project, for clients with various workflows on the go. **What problems is Capsule CRM solving and how is that benefiting you?** Organising and storing all my contacts in once place, with the ability to set reminders against the contact and projects. It really helps not to have to store things in my head, or miss crucial deadlines, or timely reminders to get in touch with contacts ### 32. Simple but very powerful CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Mark V. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** January 27, 2024 **What do you like best about Capsule CRM?** We moved to CRM from Pipedrive when they dropped native Xero integration and have not looked back. We loved the simiplicity of the setup and the interface is effortless to navigate. The Xero integration works seamlessly and we have true two way availability of our financial information in the CRM. We also use Helpscout for support tickets and Capsule integration is very useful. The UI is lightning fast and intuitive and we love that the system is customer-centric rather than deal-centric which was a major drawback of Pipedrive. The customer support is exceptional, responses are fast and comprehensive and tailored rather than the usual templae approach that most companies use. We really felt that Capsule support team listened to and understood our needs. **What do you dislike about Capsule CRM?** The major feature that Capsule lacks for us is a native product catalog that can be linked to opportunities. Pipedrive provided this and it was very useful. If we could create and list products and services our sales team could capture these against an opportunity and when the opporunity was won we could push this information to a quote in Xero. Pipedrive used to do that before they dropped Xero integration. Capsule uses their own storage for documents which is not great for us. We would much prefer it if we could link an organisation to a folder in Google Drive and have documents two-way sync. **What problems is Capsule CRM solving and how is that benefiting you?** Capsule helps us better manage both our customers and suppliers. It is a great sales tool as well as a true CRM. There are few features that are lacking but no CRM is 100% and we feel that Capsule will cover the vast majority of our requirements. The integration ecosystem is excellent and continuing to evolve. ### 33. Simple, fast, intuitive great for small businesses! **Rating:** 5.0/5.0 stars **Reviewed by:** Sharron P. | Director & Co-Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** June 11, 2024 **What do you like best about Capsule CRM?** I find Capsule, super easy to navigate and use, it means all my clients are in one place, organised and allow me to contact in a couple of clicks. There are plenty of extra features that I havent even used yet! Email campaigns are easy to use, the diary reminds and alerts are really valuable to me. The client set up allows you to add as many contacts as needed. Data can be imported and exported swiftly and easily. **What do you dislike about Capsule CRM?** I have yet to find a downside! There is nothing so far that I dislike! **What problems is Capsule CRM solving and how is that benefiting you?** Great for small business, keeps all my clients, potential clients, and accounts in one place. Great for mail shots, and daily system for making sales calls. ### 34. Simple but powerful... **Rating:** 5.0/5.0 stars **Reviewed by:** Martin W. | Affiliate Coach / Lecturer, Small-Business (50 or fewer emp.) **Reviewed Date:** June 05, 2024 **What do you like best about Capsule CRM?** I had previously used HubSpot (other CRMs are available!) which had loads of bells and whistles - too many for my requirements. Having been introduced to Capsule it was refreshing to get a simple to use but powerful UI and the functionality met (and still does) all my needs with room to grow. With a less complicated system, it was much easier to use so it gets used withour hesitation for all my client interaction records and email marketing. **What do you dislike about Capsule CRM?** Some of the funtionality isn't intuitive - for me this was Projects. But, learning more and then using them to get used to them means that everything significant now has a Project!" **What problems is Capsule CRM solving and how is that benefiting you?** All my client interaction records and emails now available through one interface/source ### 35. An excellent, easy to use, value for money CRM. **Rating:** 5.0/5.0 stars **Reviewed by:** Alison K. | Director of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** January 24, 2024 **What do you like best about Capsule CRM?** Capsule CRM is an incredibly user-friendly and efficient solution for managing your business on a day-to-day basis. One of its greatest strengths is the ability to customise different sections according to your specific requirements. It is not only a cost-effective CRM, but it also exceeds expectations by seamlessly integrating with popular tools like Outlook, Xero, and other essential business software. As a growing business, Capsule has greatly benefited us. It empowers us to track opportunities and share valuable insights among users. The 'task' function allows for seamless follow-up on leads and prospects. I particularly appreciate the feature that enables reporting on the value of opportunities, which helps us create anticipated turnover forecasts. The generated reports are exceptional, providing insightful snapshots of our business. Additionally, these reports can be easily exported and integrated into our monthly reports. Moreover, I have been consistently impressed with Capsule's Customer Services team. They have always been prompt in responding to our queries. Whenever they couldn't support a specific request, they took the time to understand our needs. They either provided alternative solutions or, impressively, created new functions on the platform that benefited other users as well. Having experience with various CRMs in the past, I firmly believe that Capsule is the most cost-effective, user-friendly, and streamlined option available. It stands out as a powerful tool for efficiently managing business operations. **What do you dislike about Capsule CRM?** Nothing! Capsule has met all of my CRM needs and more. **What problems is Capsule CRM solving and how is that benefiting you?** Capsule allows us to manage our data base to comply with GDPR and also opportunity tracking ### 36. Easy and excellent to use with great customer support. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Commercial Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** April 24, 2024 **What do you like best about Capsule CRM?** If I have a question, they work hard to help me through it. **What do you dislike about Capsule CRM?** I would like to see more helpful videos. **What problems is Capsule CRM solving and how is that benefiting you?** Keeping track of all the clients have in in the pipeline and having all the information at the ready. ### 37. A really simple lightweight CRM **Rating:** 5.0/5.0 stars **Reviewed by:** John B. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 26, 2024 **What do you like best about Capsule CRM?** It is easy to set up and just does all the simple things well. It is particularly good at B2B CRMs, and also has other integrations and features we put to use. Support is responsive, and we work with agency clients building up unique pipelines that suit their business models and value chain. If you want a CRM you can rely on, which doesn't break the bank, then choose Capsule. **What do you dislike about Capsule CRM?** The downside is what you see is what you get, whilst there are customisations, the chances are that if you don't see a feature there, it isn't there. That being said, the configurability of tagging and conversion funnel means that you're in good hands. **What problems is Capsule CRM solving and how is that benefiting you?** To keep track of and optimise the customer journey - both quoting for and closing new clients, as well as repeat business and customer scoring. ### 38. Best value for money for your law/accounting office **Rating:** 4.5/5.0 stars **Reviewed by:** Ziv B. | International Tax Senior Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 07, 2024 **What do you like best about Capsule CRM?** It's simple and intuitive to use with smart UX and very elegant feeling that makes it so comfortable for my law office. Very recommended for all types of businesses that need to manage clients with zero unnecessary mistakes (specially if you are a lawyer like me, Capsule is awesome). **What do you dislike about Capsule CRM?** Some of the features are not localized to my country and can't be used. **What problems is Capsule CRM solving and how is that benefiting you?** For very reasonable price I was able to double my sales only because i had Capsule as a central information system which managed my clients in a very comfortable way and made sales process to be more structured and methodic. ### 39. So easy and affordable! **Rating:** 5.0/5.0 stars **Reviewed by:** Brendan C. | Sales Marketing Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 21, 2024 **What do you like best about Capsule CRM?** I did quite a bit of research when looking at CRM's, a friend showed me his CRM which was one of the big brands of CRM but I didn't like the price tag not the high pressure sales peoples when I expressed interest. I love how Capsule has all the features of the big name CRM's but is more affordable, it is also very easy to use, I would highly recommend Capsule CRM to anyone looking for an easy to use, affordable CRM with all the features you need from activity reporting, pipeline management etc. **What do you dislike about Capsule CRM?** Only downsize is the Cin7 integration is abit clunky but maybe I need more training. I love Capsule CRM! **What problems is Capsule CRM solving and how is that benefiting you?** It's improved our quote follow ups ensuring nothing falls through the cracks and the pipeline has been very beneficial ### 40. Years of very satisfied user **Rating:** 5.0/5.0 stars **Reviewed by:** Jeroen W. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 18, 2024 **What do you like best about Capsule CRM?** Very user-friendly, fully meets our needs! We have been using Capsule CRM for years to our complete satisfaction. Several years ago we switched to another software package for our overall administration and planning. This also includes a module for CRM. Despite that, we stayed with Capsule. Because it is very user-friendly, fully meets our needs. Despite the fact that from our point of view the company is located abroad, the service is excellent. I hope we will continue to enjoy it for a long time. In short, highly recommended! **What do you dislike about Capsule CRM?** I can't name anything I don't like but if I have to name something it would be nice for us if the program were available in the Dutch language. **What problems is Capsule CRM solving and how is that benefiting you?** It's not a problem, it helps us keep track of all relationship data and the entire order flow up to assignment and then aftercare ### 41. Makes my life easier! **Rating:** 4.5/5.0 stars **Reviewed by:** Naomi D. | Hiring Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2024 **What do you like best about Capsule CRM?** Really easy to use and to customise it through setting up tracks and automations. Simple to set up so projects can be handed off to different people at different points along with 'checklists' so nothing is forgotten and everyone can see what's been done and what still needs to be done. Great task management system. Keeps all my emails for each project in one place automatically. **What do you dislike about Capsule CRM?** I would like to be able to click straight through to the project or company from the task 'box'. **What problems is Capsule CRM solving and how is that benefiting you?** Keeping projects on track and highlighting when they're not. Transparency within the team. ### 42. I love Capsule! **Rating:** 5.0/5.0 stars **Reviewed by:** Anna B. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 21, 2024 **What do you like best about Capsule CRM?** It's a very intuitive, easy to use CRM. We use it daily to track our projects, tasks and communication with clients. Our sales team also use it to track and manage opportunities. We have just started using it to automate tasks as we progress through project stages, and this is so helpful. Even going through the process of setting up the automation has been useful as it's prompted us to think again about our processes and timelines. There are additional features such as Xero integration, email function and reporting which look great, but we've still to explore fully. **What do you dislike about Capsule CRM?** I can't think of anything that I dislike about it **What problems is Capsule CRM solving and how is that benefiting you?** Keeping track of opportunities, projects, daily tasks and client communication. It also allows for open, transparent communication and sharing of information within our team. ### 43. Easy to navigate **Rating:** 5.0/5.0 stars **Reviewed by:** Nasif A. | Data Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** June 28, 2024 **What do you like best about Capsule CRM?** I have found easy to navigate compared to other platforms, the support is very responsive and helpful and I find it integrates perfectly with other software. **What do you dislike about Capsule CRM?** It does take some time to get used to it such as the tagging etc but it gets easier once learnt. **What problems is Capsule CRM solving and how is that benefiting you?** It is helping me to store data efficently with taggings and storage and it saves me a great amount of time ### 44. A great and easy to use CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Claire S. | Personal Development Coach, Small-Business (50 or fewer emp.) **Reviewed Date:** November 10, 2023 **What do you like best about Capsule CRM?** I use Capsule to keep track of my coaching clients, using it for session notes, secure contact records, and as a reminder of session dates and any actions. It's very intuitive to use and I'm very happy with it as a platform. It's great as a platform to write up notes after each interaction, and set task and calendar reminders. So, a database, client management system and diary / calendar reminders. I also uploaded documents such as invoices and client agreements against the client record to keep them all in one place. **What do you dislike about Capsule CRM?** No downsides. I don't use all the integrations so can't comment on those, but it meets my needs as a CRM. **What problems is Capsule CRM solving and how is that benefiting you?** I need a place to capture all my client info and this works perfectly. ### 45. Streamlining our contacts beautifully. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Luxury Goods & Jewelry | Small-Business (50 or fewer emp.) **Reviewed Date:** July 04, 2024 **What do you like best about Capsule CRM?** Capsule has been so easy to navigate. Uploading our data has been surpringly starightforward and keeping the pipeline tidy and up to date is so much easier than other platforms I tried. The UX is fab! **What do you dislike about Capsule CRM?** We haven't run into any major pitfalls yet. The only thing I've noted so far that I think could be really useful, is the option of searching tags in the top search bar. **What problems is Capsule CRM solving and how is that benefiting you?** We needed a new CRM system to keep track of our contacts and potentials sales/projects, that was simple enough to be implemented easily into the busy day-to-day running of our business. ### 46. The Best user friendly CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Manuel S. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 10, 2024 **What do you like best about Capsule CRM?** Me and my team at DLR Media are really happy with Capsule CRM. It has a user-friendly interface that is easy to understand, making it effortless for us to manage our opportunities and ongoing client projects. We rely on it for all of our projects, and it's a crucial part of our daily work. I highly recommend it. **What do you dislike about Capsule CRM?** I haven't discovered anything I don't like about Capsule yet. They have been adding new features, and we really appreciate the integration with Microsoft Outlook. **What problems is Capsule CRM solving and how is that benefiting you?** Project Management Sales Opportunities Internal Analytics ### 47. Good value **Rating:** 5.0/5.0 stars **Reviewed by:** Zach F. | Head of Sales and Business Development, Small-Business (50 or fewer emp.) **Reviewed Date:** July 03, 2024 **What do you like best about Capsule CRM?** Capsule was exactly what we needed in the early stages of our start up. We were in a niche industry and didn't need many of the bells and whistles salesforce had. Capsule allowed us to keep track of our pipeline at an affordable price. Also the customer support was shockingly good for the cost. **What do you dislike about Capsule CRM?** Really didn't have any dislikes. We eventually switched to Quickbase because other departments in the company wanted stuff integrated with data/tech, but Capsule worked for sales and from my perspective there was no need to switch to another CRM. **What problems is Capsule CRM solving and how is that benefiting you?** Needed to keep track of pipeline ### 48. Simple to set up. Awesome to use - Best UI in class! **Rating:** 5.0/5.0 stars **Reviewed by:** Dane D. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** February 29, 2024 **What do you like best about Capsule CRM?** Its so easy to set-up, customise and use! It is a super friendly and intuitive UI that is a joy to use. It also focuses on core CRM requirements - perfect for being quick and effective and this (along with the lovely UI) increases employee adherance - Which is the biggest challege - After all- A CRM system is only as useful as the quality of info it contains. They are also super active with updates and improvments - great to see and a sign of a company that wants to strive for better and enhance the customer experience. **What do you dislike about Capsule CRM?** I'm stuggling to think of any. Genuinely. **What problems is Capsule CRM solving and how is that benefiting you?** Lead management. Lead ROI tracking and reporting. Contact management. Complaint management. Sales pipeline and sales activity management. ### 49. Clear and simple CRM for small business **Rating:** 4.5/5.0 stars **Reviewed by:** Alison D. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 17, 2024 **What do you like best about Capsule CRM?** The system is as simple or as complex as you want it to be. It's easy to personalise and really helps keep me organised **What do you dislike about Capsule CRM?** Some of the things I'd like to do are at a level above what I'm currently paying for and as a small business I don't really have a need for all the whistles and bells. **What problems is Capsule CRM solving and how is that benefiting you?** I have a number of customers who order from us on a regular basis, some weekly, some monthly and Capsule is great at keeping me in control of who needs to be contacted when and what was last delivered or discussed. I have a larger number of people who I'd like to be customers and Capsule is great at helping me work out where I am in contacting them. ### 50. Great for Teams or Individuals **Rating:** 4.5/5.0 stars **Reviewed by:** Ian E. | Self Employed Geek, Small-Business (50 or fewer emp.) **Reviewed Date:** January 03, 2024 **What do you like best about Capsule CRM?** A great tool for prompts in following up leads and projects, keeping key contacts details and giving me an overview on whether I need to engage more with my potential market and pour a little more into the sales funnel. I find the Tracks useful as a ready made set of tasks to follow (though each potential opprortunity can be a little different) which really streamlines the whole process for me and saves a lot of time. I can also easily pull in files, email threads, etc to keep everything handy when I need to refer to it. The tools showing conversion rates for diffferent time periods is also a great feature giving a better idea on how many opportunitie I need to connect with to generate the future sales I need. **What do you dislike about Capsule CRM?** It's not really a dislike, but now I have switched from running an agency to being a one-person consultant, there are more features than I use or need in the platform **What problems is Capsule CRM solving and how is that benefiting you?** Scheduling my time with reminders of who and when I need to make contact with people. Tracks greatly reduce my time in setting out what I need to do in terms of opportunities and projects. The conversion rate tools allow me to get a very quick overview on whether I need to devote more time to lead generation. ## 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) - 1 comment - [View Capsule CRM pricing details and edition comparison](https://www.g2.com/products/capsule-crm/reviews?page=5§ion=pricing&secure%5Bexpires_at%5D=2026-07-21+06%3A38%3A08+-0500&secure%5Bsession_id%5D=ad761025-c72b-4b8a-8882-aebb0d67dac8&secure%5Btoken%5D=5c80e04ca16ee721ba03fdef5fec61bad9435879d79e8ba2ab6600e7bb5702c3&format=llm_user) ## Capsule CRM Integrations - [Aircall](https://www.g2.com/products/aircall/reviews) - [Akita](https://www.g2.com/products/akita-software-akita/reviews) - [Apollo.io](https://www.g2.com/products/apollo-io/reviews) - [Better Proposals](https://www.g2.com/products/better-proposals/reviews) - [Calendly](https://www.g2.com/products/calendly/reviews) - [Callbell](https://www.g2.com/products/callbell/reviews) - [CANDDi](https://www.g2.com/products/canddi/reviews) - [Cin7 Core](https://www.g2.com/products/cin7-core/reviews) - [Cin7 Omni](https://www.g2.com/products/cin7-omni/reviews) - [CircleLoop](https://www.g2.com/products/mission-labs-ltd-circleloop/reviews) - [Claude](https://www.g2.com/products/claude-2025-12-11/reviews) - [Clockify](https://www.g2.com/products/clockify/reviews) - [ClonePartner](https://www.g2.com/products/clonepartner/reviews) - [Covve - Business Card Scanner & Lead Capture Solution](https://www.g2.com/products/covve-business-card-scanner-lead-capture-solution/reviews) - [Crunch](https://www.g2.com/products/crunch-crunch/reviews) - [Cyclr](https://www.g2.com/products/cyclr/reviews) - [Data Studio](https://www.g2.com/products/data-studio/reviews) - [DMYourCRM](https://www.g2.com/products/dmyourcrm/reviews) - [Docusign](https://www.g2.com/products/docusign/reviews) - [Dripify](https://www.g2.com/products/dripify/reviews) - [Feefo](https://www.g2.com/products/feefo/reviews) - [Fireflies.ai](https://www.g2.com/products/fireflies-ai/reviews) - [Flow XO for Workflow](https://www.g2.com/products/flow-xo-for-workflow/reviews) - [Formstack Forms](https://www.g2.com/products/formstack-forms/reviews) - [FreeAgent](https://www.g2.com/products/freeagent/reviews) - [FreshBooks](https://www.g2.com/products/freshbooks/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [Gravity Forms](https://www.g2.com/products/gravity-forms/reviews) - [Helpwise](https://www.g2.com/products/helpwise/reviews) - [Import2](https://www.g2.com/products/import2/reviews) - [Jotform](https://www.g2.com/products/jotform/reviews) - [JustCall](https://www.g2.com/products/saas-labs-justcall/reviews) - [KashFlow](https://www.g2.com/products/kashflow/reviews) - [Kixie PowerCall & SMS](https://www.g2.com/products/kixie-powercall-sms/reviews) - [KrispCall](https://www.g2.com/products/krispcall/reviews) - [Leadinfo](https://www.g2.com/products/leadingreports-leadinfo/reviews) - [LeadsBridge](https://www.g2.com/products/leadsbridge/reviews) - [lemlist](https://www.g2.com/products/lemlist/reviews) - [Magical](https://www.g2.com/products/magical-magical/reviews) - [Make](https://www.g2.com/products/make/reviews) - [Make](https://www.g2.com/products/integromat-by-celonis-make/reviews) - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Microsoft Power Automate](https://www.g2.com/products/microsoft-power-automate-microsoft-power-automate/reviews) - [Microsoft Power BI](https://www.g2.com/products/microsoft-microsoft-power-bi/reviews) - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews) - [MigrateMyCRM](https://www.g2.com/products/migratemycrm/reviews) - [MyCRMBackup](https://www.g2.com/products/mycrmbackup/reviews) - [NiftyQuoter](https://www.g2.com/products/niftyquoter/reviews) - [Nyckel](https://www.g2.com/products/nyckel/reviews) - [OfficeRnD Workplace](https://www.g2.com/products/officernd-workplace/reviews) - [Osano](https://www.g2.com/products/osano/reviews) - [OttoKit](https://www.g2.com/products/ottokit/reviews) - [PartnerStack](https://www.g2.com/products/partnerstack/reviews) - [Proposable](https://www.g2.com/products/proposable/reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) - [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) - [Zoom Workplace](https://www.g2.com/products/zoom-workplace/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 (24,670 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,271 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (3,046 reviews)