I joined the company about three months ago and Capsule was completely new to me. Having used a few other CRMs in the past, I can honestly say this one is by far the easiest to get to grips with. It is clean, intuitive, and everything just makes sense. You do not waste time trying to figure out where things are.

Within a day or two I was already comfortable logging calls, updating opportunities and tracking projects without needing any training, which is something we do a lot of. It is clear the system has been designed with real users in mind.

Capsule has made managing customer relationships much simpler and more organised, and it is genuinely easy to use, which is not something I can say about many CRMs. Review collected by and hosted on G2.com.

The only negative is that it can import your email signature as multiple pictures which can hide attachments on emails. Review collected by and hosted on G2.com.

Capsule is super simple to use and helps me to organise my workload without having to manually chase 100 things over a million different tasks. Capsule is an absolute game changer to removing unessacary paperwork and manual reminders. This automates tasks and has a great solution for driving sales through our internall processes without having to chase staff members throughout the day. Review collected by and hosted on G2.com.

Capsule doesn't link to Shopify sadly to manage customer order flows. Review collected by and hosted on G2.com.

Have been using Capsule every day for the best part of 12 years now.

It's very user-friendly and easy to set up get to grips with. The opportunity and projects features are fantastic for keeping on top of tasks, and the new pipeline reporting features that are regularly being added are also solid additions to the tool.

The filtering options are great and allow for custom lists of contacts/opportunities/projects with all sorts of criteria which can be really useful for multifaceted businesses like ours.

Also plenty of third-party integrations that are available - it's on my to-do list to check out the other options that could improve workflow.

Should also mention that the customer service team have always been fantastic whenever we've needed a bit of extra help - quick to respond and informative. Review collected by and hosted on G2.com.

It would be nice to be able to choose different plans for different users within an account - not all users need the advanced reporting and perhaps only have access in order to see customer details, so it can really add to the subscription costs in these instances. Review collected by and hosted on G2.com.

What I really like about Capsule is the ability to communicate with support and not waste time with a bot when I need something, and also that they take practical feedback seriously. Several times, a feature or improvement I requested has been developed in a relatively short time. The possibility of many integrations is also a plus. Review collected by and hosted on G2.com.

With some features, it's clear they are not yet completely polished. For example, I have a problem when using an email alias, so we cannot send emails through Capsule because we send everything from a different domain, and we have to use an add-on. I was missing a similar refinement in automation so I could use it more. These are specific requirements for our company, so most companies probably won't be interested, but it's a shame not to be able to fully utilize the potential of the CRM when, from my perspective, so little is missing. Review collected by and hosted on G2.com.

Capsule CRM is very easy to use, making customer management simple and efficient. One of its standout features is the built-in marketing tool, Transpond, which helps streamline email campaigns and customer engagement. The customer service team is also responsive and helpful, ensuring any issues are quickly resolved. Review collected by and hosted on G2.com.

It’s still a work in progress, but the team is constantly improving. The biggest area for development is the mobile app — it’s currently slow, feature-poor, and clunky. Since I’m file-based about 40% of the time, the lack of smooth functionality makes it frustrating to use on the go. Review collected by and hosted on G2.com.

What I like best about Capsule CRM is its simplicity and ease of use, which makes it accessible to users of all technical skill levels. The user interface is clean and intuitive, allowing you to get started quickly without a steep learning curve or the need for extensive training. This is especially valuable for small and medium-sized businesses that want a CRM system that works out of the box and doesn’t overwhelm with unnecessary complexity. Review collected by and hosted on G2.com.

While tagging contacts is easy, it can quickly become disorganized without a clear process, leading to clutter and confusion in your database Review collected by and hosted on G2.com.

My company made the switch to Capsule a few years ago, and I was experiencing some growing pains related to the switch and loss of features I was used to using. Generally speaking, the product is way better than out previous one, but a few features that made my day to day work easier didn't exist. A submitted a couple of feature requests, and not only were they met with quick, kind responses, they have been developed and added in a pretty short time. I'm a fan of the product and the support! Review collected by and hosted on G2.com.

Nothing to report as a dislike, it's been great for us! Review collected by and hosted on G2.com.

I really enjoy using Capsule - and that is the first time I've said that about a CRM. We've been using Capsule for a while and we reviewed many other big name CRM systems before settling on Capsule. The benefits we see are that Capsule is simple, clean and straightforward to use. On other systems I'd find myself hunting through settings and preferences trying to get something to work - with Capsule it just works. So many CRMs feel over complicated and overwhelming. Capsule feels refreshing easy to work with, and it does everything I've ever need it to. As I said, I really enjoy using it. Review collected by and hosted on G2.com.

For me, there isn't much wrong with Capsule. Maybe the search is a little frustrating in that I have to type more letters than I'd like to find a client record. Review collected by and hosted on G2.com.

The #1 reason I chose Capsule is because of the company culture and values, as communicated primarily on the website. It's most important to me that I'm working with a team I trust, who has shared values, and I can't say about any other option. Their support team is personable and responsive.

Capsule CRM is a simple account-based CRM. The simplicity is great because it's easy to get started. I was up and running on the first day. There are multiple pipelines to support our different workflows, and an integration with an affiliated marketing software (Transpond) that just works out of the box. Tasks and tracks make it easy to remember who to follow up with. The ability to keep track of active projects and associate multiple opportunities with a single account or contact mean both sales and account management can use this tool to track an account relationship through its entire lifecycle. Review collected by and hosted on G2.com.

The features in Capsule CRM are basic. I really do miss HubSpot for how much I could do with it. But what Capsule does do it does very well and simply, and it checks the boxes we really needed without the complexity that larger options bring. Review collected by and hosted on G2.com.

This CRM is very easy to use and easy to set up as someone with no prior CRM use. The opportunity feature enables us to keep on top of tasks per case. Also, the filtering options are helpful when trying to complete tasks at the same time and covering others' tasks when they are not able to work. I also love that you are able to set email templates and the amount of information in one space you can easily access in seconds makes it so efficient. Review collected by and hosted on G2.com.

I do wish more templates were available sometimes in the subscription but it is not a big put-off. Also, when putting opportunities on for someone with a limited company, I can't put this opportunity for them on in personal name. Review collected by and hosted on G2.com.