Capsule CRM Reviews & Product Details - Page 4

It sales pipeline management that enable my business to track and manage sales opportunities Review collected by and hosted on G2.com.

The customer support limitations such as hours and channels are limited Review collected by and hosted on G2.com.

Been using Capsule for a while now. So easy to use, it’s helped me follow up on new customers and either the free agent integration it’s helped me keep on top of my accountancy. Review collected by and hosted on G2.com.

Calendar integration needs to a bit more work. It doesn’t sync with my calendar on the iPhone. Review collected by and hosted on G2.com.

Capsule is simple to use and the support is excellent. I'm not used to CRM systems and between the Capsule tutorials and support it's been so easy! When I've had to email the support team they have been really quick to respond and super helpful. I love using this to manage my data on a daily basis. It has all the features I need. Review collected by and hosted on G2.com.

I haven't found anything I dislike yet!! Review collected by and hosted on G2.com.

Currently we only use the basic possibilities of Capsule CRM but we plan to use more in the near future. Capsule is for a small organisation, as we are (<20 people), the perfect CRM to keep track of our relations with our customers. All really works well as well on the notebook, tablet and phone. As a plus, the customer support is always ready...fast and efficient. Capsule really gives us the possibility to focus fully on what we really need to do! Review collected by and hosted on G2.com.

No negative comments up to now. Capsule is perfect for us. Review collected by and hosted on G2.com.

It really is so easy to use, and is a part of my daily work and personal life. Entering or importing customers/accounts is a breeze, and searching for any information is so easy! The free account is good for 2 employees and 250 customers/accounts. I've used Capsule for years through different business i've started and managed, and have not found anything better anywhere near the same pricepoint. Training our employees on how to use the website, and implementing it into an existing business has always been so easy, and any question I've had was answered the same day! Review collected by and hosted on G2.com.

The app is great for a fast view of whats going on, but I wish it didn't need to sync every time it opened. If I don't have service at the moment it can be hard to pull up my calendar to view something already in there. I also wish on both the app and the website that I could organize the tasks for each day in order of importance, not just the order they were entered. I have for example 10 tasks for the day but need to add something that needs attention before others, I can't just drag it to the top. Review collected by and hosted on G2.com.

Capsule is clean and easy to setup and really easy to use. So many of the other "simple" CRMs we've looked at were always looking to add more features. The Capsule product team is also very engaged in listening to their customers. Review collected by and hosted on G2.com.

The mobile app still needs some work, it seems like it hasn't been touched for a while. Review collected by and hosted on G2.com.

Capsule is very user friendly, is easy to customise - the tasks lists and calendars are an excellent, useful tool. Customer support is quick to respond too. Having never previously used Capsule, I found it very easy to pick up. Review collected by and hosted on G2.com.

Once Capsule change a setting, they do not give you the option to undo their changes. Some of the training videos target the admin user/manager but not regular users. More videos teaching new sales staff the basics would be very helpful. Review collected by and hosted on G2.com.

This CRM is very easy to use and straightforward to set up, allowing you to get started in no time. It covers all the essential functions you would expect from a CRM and supports you in managing the entire sales process through to delivery. Review collected by and hosted on G2.com.

At the moment, I can't think of anything negative to say. It just continues to improve over time. Review collected by and hosted on G2.com.

Capsule wins for me on the cost of entry, both in terms of finance but more importantly in terms of the learning curve. You can get teams using it very quickly because it is very straightforward, but still quite feature-rich. That's why it has been the CRM system I've introduced in a few businesses now, and I continue to use it in my current business with a distributed team. The sales pipeline gives useful visualisation and the project boards are very handy too. Customer support has always been absolutely first class with real humans answering emailed queries very rapidly, and this further enhances the ease of onboarding. Review collected by and hosted on G2.com.

Capsule might not be the right CRM for your whole growth cycle. It reaches a point where customisation becomes difficult and off the shelf integrations might not tick all of your boxes. This isn't so much a criticism of the platform, more an acknoweldgement of where it sits in the range of available options. Review collected by and hosted on G2.com.

Capsule offers a solid set of CRM tools with features organized around contact & deal management, task & calendar tools, pipelines, reporting, customization, and integrations. Some of the highlights Review collected by and hosted on G2.com.

Capsule doesn’t include strong integrated marketing automation tools. People often have to rely on third-party tools or integrations (Mailchimp, Zapier etc.). Review collected by and hosted on G2.com.