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

"Great all-round software, great for my small business"

What do you like best about Capsule CRM? The pipeline and project management tool. Super easy to use and navigate, a daily tool, great integration with email providers and no training required. What do you dislike about Capsule CRM? Two very minor niggles: 1) When a task is completed, it's wiped from your calendar (i.e. appointments) 2) No time duration functionality on the calendar (i.e. meeting duration) What problems is Capsule CRM solving and how is that benefiting you? Keeps everything ...

"Absolutely brilliant."

What do you like best about Capsule CRM? Capsule CRM is everything we want for both of our businesses. We run 2 capsule accounts and they are always sceemles, fast and coming up with new usefull features. There is so much capability which we don't yet use! customer services is quick to respon within a day or two. The integration between Xero is fantastic and updates almost instantly when you change something on Xero. Fantastic for helping with credit control. What do you dislike about ...

"Great product for essential tasks"

What do you like best about Capsule CRM? The best features are the clear pipeline and ability to integrate with other common tools to get leads in automatically. What do you dislike about Capsule CRM? The tagging requires some careful planning but that's probably true of all CRM's. What problems is Capsule CRM solving and how is that benefiting you? Keeping track of opportunities and capturing progress.

"Simple and Effective"

What do you like best about Capsule CRM? The simplicity and ease of use. We're in the business of relationships, not science research. Capsule provides enough tools to track and understand our clients from a data perspective, but not at the expense of ease of use and what really matters. What do you dislike about Capsule CRM? Not much at all, but maybe graphics. I'm stretching here... What problems is Capsule CRM solving and how is that benefiting you? The story of our clients and our how ...

"A great and easy to use CRM"

What do you like best about Capsule CRM? I use Capsule to keep track of my coaching clients, using it for session notes, secure contact records, and as a reminder of session dates and any actions. It's very intuitive to use and I'm very happy with it as a platform. What do you dislike about Capsule CRM? No downsides. I don't use all the integrations so can't comment on those, but it meets my needs as a CRM. What problems is Capsule CRM solving and how is that benefiting you? I need a place ...

"Capsule has pulled together our sales processes"

What do you like best about Capsule CRM? Capsule has really helped us bring our sales together. The pipeline is clear and informative, keeps pushing us to move deals forward. What do you dislike about Capsule CRM? There is a lot of manual inputting involved. A little extra automation would be great. What problems is Capsule CRM solving and how is that benefiting you? Helps communication throughout our team. Also helps us keep deals on track and move them forward.

"Everything I need in one perfect package"

What do you like best about Capsule CRM? I like its simplicity and intuitive style - so many other CRMs I looked at either missed the key features - diary, forecasting, account managemnet - or were overblown and complicated, What do you dislike about Capsule CRM? Nothing springs to mind. It might be too simple for some larger organisations? What problems is Capsule CRM solving and how is that benefiting you? Account management is effortless - each client has their own page which all of the ...

"Easy to use"

What do you like best about Capsule CRM? Super easy to get the hang of and train others to use What do you dislike about Capsule CRM? Would be great to be able to edit the labels on the tasks to suit your business needs What problems is Capsule CRM solving and how is that benefiting you? Great to keep track of contacts with clients

"Great CRM for a small business"

What do you like best about Capsule CRM? I like the simplicity of the platform and how easy it is to keep my pipeline updated. The fact that it connects with Xero is an added bonus What do you dislike about Capsule CRM? I would prefer a different format to the dashboard, with the option to add in other areas e.g., tasks and pipeline updates. What problems is Capsule CRM solving and how is that benefiting you? 1. keeping all of my contacts in one place, ensuring accurate details. Linking to ...

"Great CRM for small business"

What do you like best about Capsule CRM? I have used Capsule in work for small businesses in recent years and it is a fantastic system. It is easy to set up, intuititive to use, is well designed, and low cost. There is a help desk and the team are quick to respond to queries by email. What do you dislike about Capsule CRM? There are no negative comments I would add here. What problems is Capsule CRM solving and how is that benefiting you? I have used Capsule to support new business, client ...