We use Capsule for a number of different applications making use of the Sales Pipeline and Project Boards. We have a seemless automation process setup that was eay to create on Capsule and ensures that all teams work cohesively and nothing is missed. QuickBooks Integration is a great plus also to see invoices associated with customer

Easy to use. For project related businesses it's ideal for managing pipeline and customising probability of your own stages, regarding success (completion). Oh and there is always a human being giving you immediate support rather than a chat-bot. Mobile app also helps when out and about

It's an easy to understand, flexible and simple platform that fulfills the needs of a small business without the complexity of more powerful CRMs that would just add to the confusion.