Capsule Reviews in February 2025: User Ratings, Pros & Cons

I've been using Capsule for many years

I've been using Capsule for many years, it's been great to seem them grow and add features as the years have passed. The interface is nice and lightweight, really clean, I never get lost in it, unlike other platforms. Support is really responsive and always are a great help. All round a great experience that helps me grow our business.

5 star - ALWAYS quick to respond with…

ALWAYS quick to respond with considered, thorough information and advice. It's so reassuring to know the Support Team are on hand, are always quick to respond and always resolve the issue! Couldn't ask for a better CMS Support Team.

"A simple, reliable but essential business tool"

What do you like best about Capsule CRM? We have a number of different users and all of them have different skills and needs. It is very simple to use. What do you dislike about Capsule CRM? We have yet to find anything material to maon about! What problems is Capsule CRM solving and how is that benefiting you? It allows us to have a singular view of our sales Pipeline and, mostly working remotely, complete visibility as to where we are with each opportunity. This allows us to dovetail ...

"Lead management and contact management is easy."

What do you like best about Capsule CRM? The major upsides of Capsule CRM are it's ease of use, management of new contacts or customers in proper and hassle free manner. What do you dislike about Capsule CRM? Things which could be improved are: Customisation of user interface and its appeal. Lack of customisation in terms of dashboard, overall software experience. Integration with MailChimp or any other mailing address. Third party integrations must be improved. What problems is Capsule CRM ...

"Seamless Interaction"

What do you like best about Capsule CRM? Capsule assists our employees to keep track of and report on client specific requirements. By setting up simple tracks and tasks you will not forget to follow up with a client re quote acceptance, billing or revisions. We use Capsule daily because it allows for ease of access to important client or job related information. The integration opportunities are amazing, we can easily track correspondence with a client and any interactions whether it be by ...

"The Perfect CRM for an SME"

What do you like best about Capsule CRM? User Friendly system with great customer care and support. The team at Capsule are really committed to ensuring they meet our specific needs. The range of plans is also very flexible and affordable What do you dislike about Capsule CRM? Nothing in parrtiacular but it would be great if there was better connectivity with, for example, our Xero finance system What problems is Capsule CRM solving and how is that benefiting you? Caopsule really helps us ...

"Great for Teams or Individuals"

What do you like best about Capsule CRM? A great tool for prompts in following up leads and projects, keeping key contacts details and giving me an overview on whether I need to engage more with my potential market and pour a little more into the sales funnel. I find the Tracks useful as a ready made set of tasks to follow (though each potential opprortunity can be a little different) which really streamlines the whole process for me and saves a lot of time. I can also easily pull in files, ...

"User friendly and efficient"

What do you like best about Capsule CRM? UI is very simple and easy to function. Site reaction time is very quick What do you dislike about Capsule CRM? Limitation of 250 contact with basic version What problems is Capsule CRM solving and how is that benefiting you? Paperless work and efficient coordination between employees

"Solid user for nearly 10 years"

What do you like best about Capsule CRM? It's intuitive and easy to use. Fairly customisable too so you can fit it to different kinds of businesses. What do you dislike about Capsule CRM? Like any CRM, these software programmes are only as good as the data inputted. Tagging and labelling is labour intensive but absolutely necessary to ensure your lists for marketing are kept up to date. This relies heavily on human participation! What problems is Capsule CRM solving and how is that ...

"Great CRM!"

What do you like best about Capsule CRM? It is priced reasonably with intuitive features and UX/UI. What do you dislike about Capsule CRM? Perhaps the integration with GMail as currently i am using a BCC extension to get my emails to capsule What problems is Capsule CRM solving and how is that benefiting you? It helps to manage my ongoing deals with clients and allows my team to have visbility on each deal.