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

"Built with exactly the features needed to be effective"

What do you like best about Capsule CRM? I like that you can acheive what you need quickly rather than multi step, complicated processes that are typical of many CRM apps today. Easiest of any CRM I have used to quickly log activities and set upcoming tasks required for customers. Implementation was completely painless as it is integrated with Quickbooks Online. Add the app, add any custom fields you would like and you are good to go. I have tried many CRM packages over the years and my ...

"Maximum efficiency and visibility across our small team"

What do you like best about Capsule CRM? We love Capsule! It was so easy to set up and get our team using it as we grew from 2 staff to 6 staff over the last 3 years. We all use it every day. It has really helped us with visibility of projects, task management and looking after our contacts. We find it incredibly flexible for setting up different types of projects and work programmes. We have recently brought in Transpond and we're really happy with that - it is a gamechanger to have an ...

"Capsule feedback"

What do you like best about Capsule CRM? It is simple, straight forward , and its all neat and tidy. What do you dislike about Capsule CRM? There's not much of that. Perhaps that is not free! But, it isnt an issue. What problems is Capsule CRM solving and how is that benefiting you? The problems that capsule are solving is that when you are running your own business, or an employee, there's soo much around to be aware of that one gets 'distracted' and Capsule is there to show the 'north ...

"Simple, concise and intuitive"

What do you like best about Capsule CRM? I was new to CRMs when I needed one for my business. I found most to be confusing and complex. Capsule was easy to understand, could be tailored to suit my needs, and helps me manage my business in one place. It is simple, concise and effective. I've used it for several years now and have never had a cause to complain, contact customer support, or had difficulty in accessing it on any device. I can't say that about many other systems I've used. What ...

"Straightforward and very valuable"

What do you like best about Capsule CRM? Easy to use, good features, and good value for money. What do you dislike about Capsule CRM? Nothing to not like. They are always adding new features. What problems is Capsule CRM solving and how is that benefiting you? Streamlining sales process and seeing at what points prospects are falling away or getting stuck.

"Best CRM I've used, (and I have used a few...)"

What do you like best about Capsule CRM? The simplicity and the fact that it's so user friendly. I like it so much, I've introduced it to 3 companies I've worked for and all 3 saw the benefit. The customer service aspect is 2nd to none. Always helpful, always responsive and always there with a solution to any query. What do you dislike about Capsule CRM? There is absolutely nothing I dislike about Capsule. What problems is Capsule CRM solving and how is that benefiting you? Tracking leads, ...

"The Best CRM We've Tried"

What do you like best about Capsule CRM? It's simplicity! We've tried other systems that are over-complicated and Capsule is a refreshing change. It was easy to set up for our team and integrate with other systems that we already have in place. What do you dislike about Capsule CRM? We'd love to move up to Professional for the extra features, but can't justify the extra cost at the moment. What problems is Capsule CRM solving and how is that benefiting you? Capsule helps us track all of our ...

"Love this system but could do with some extras"

What do you like best about Capsule CRM? I love how simple and straightforward it is. What do you dislike about Capsule CRM? I wish there was a better way to automate sending contracts and invoices. What problems is Capsule CRM solving and how is that benefiting you? Keeping track of leads.

"Incredible day to day planning with great pipeline management"

What do you like best about Capsule CRM? The ability to manage the pipline as well as forecasting across multiple clients and divisions . What do you dislike about Capsule CRM? I would like to see some more intergration on the platform . especially with AI pluggins What problems is Capsule CRM solving and how is that benefiting you? The ability to manage my team as well as my own pipline . Its nice to assign oppotuntites to various users on the platform . We are able to collaborate across ...

"Great CRM"

What do you like best about Capsule CRM? It has enabled us to get super organised and take opportunities through our pipeline much quicker and more efficiently. I really like it's simplicity. What do you dislike about Capsule CRM? I haven't found anything that I dislike about it. What problems is Capsule CRM solving and how is that benefiting you? We use it to manage our acquisition piepline, stay on top of opportunities, and push them through from first contact to deal completed in a much ...