It's easy to set up and the free version allows you to try before you buy. You can create a good range of bespoke fields - enough to let you see if it will work. I have recommended and implemented it with a number of clients, particularly those who provide consultancy-type services. It's used, not only as a a traditional CRM for sales, but the magic is in the project boards. They are used to manage the client delivery teams and projects, so associates/employees are also contacts. And you can create separate fields to gather information that is relevant only to them, so they don't clutter up the standard prospect, lead and client fields. One client has boards for project delivery, recruitment and training courses. We build a variety of 'tracks' or actions to make sure that all tasks are completed on each project or when recruiting to ensure consistent delivery. You can bring in project managers on a restricted user account that gives them access to their project and nothing else and then swap them out once the project has been completed. Customer support is excellent, even on the free version.

It's simple, easy to use, and focused on core CRM functionality instead of an "all-in-one" platform that does too much.

In a complex world Capsule CRM is really simple and intuitive to set up and run. It gives me what I need and doesn't give me what I don't.