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.

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

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