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

"User friendly and perfectly structured"

What do you like best about Capsule CRM? The tasks and notes on capsule allow us as a team over the last 2 years to provide concise value driven information on every on of our clients . From documents stored in files section the oppotuntiies in the pipeline. Truly a go to when planning any day . following tasked on a daily bases ensure you are ontop of all your clients needs. What do you dislike about Capsule CRM? more analytics in the sales pipeline would be great . Forecasting in ...

"Exactly what I needed"

What do you like best about Capsule CRM? Capsule CRM is a very handy webbased tool for keeping track of my contacts and interactions in business. I like that it integrates with my email. I tried a few other CRM tools and settled on Capsule. I've already recommended it to several other friends in the industry. What do you dislike about Capsule CRM? I can't think of any downsides at the moment. What problems is Capsule CRM solving and how is that benefiting you? I need to keep track of my ...

"Excellent tool for small businesses"

What do you like best about Capsule CRM? The most important thing is that it is easy to use and we can combine it with Outlook which is where most of our client interaction occurs. CRMs are only useful if they are kept up to date by everyone, so these two criteria were essential for us. What do you dislike about Capsule CRM? So far there is nothing I dislike about the product. What problems is Capsule CRM solving and how is that benefiting you? Maintaining and combining all the contacts for ...

"Easy to set up, customise and use"

What do you like best about Capsule CRM? Capsule was easy to set up (loading data from Excel), easy to customise (e.g. put in our own terminology and fields) and easy and intuitive to use. What do you dislike about Capsule CRM? Compared to salesforce which I used in my last firm there is nothing I dislike about Capsule. What problems is Capsule CRM solving and how is that benefiting you? We managed our customers and pipeline on Excel prior to using Capsule. Now we can not just manage ...

"Amazing CRM - fantastic functionality, easy to use and implement, with first rate support team"

What do you like best about Capsule CRM? Excellent functionality, easy to use/implement, with a fantastic support team There is all the functionality I need within Capsule. It was incredibly quick and simple to get up and running on the system in the first place. I was quickly able to customise Capsule for my own business requirements. It is so easy to use (including for non technical people like myself) and this has been a real driver of uptake and usage within our business, meaning that ...

"Capsule CRM is a must have for sales professionals"

What do you like best about Capsule CRM? Capsule is very easy to use and helps maintain organization. It has many features and you can personally set things up and enter details the way you like to do things. Setiing reminders is extremely helpful for guys like me that have alot going on The app is great for traveling sales people. What do you dislike about Capsule CRM? None. I pesonally have no issues with Capsule CRM. What problems is Capsule CRM solving and how is that benefiting ...

"Excellent CRM"

What do you like best about Capsule CRM? It has a smooth intface with my other systems like MS Office as well as Xero thereby keeping tabs on Invoicing as well as correspondence. What do you dislike about Capsule CRM? A smoother interface with LinkedIn would be beneficial. I currently have to copy LinkedIn messages into Capsule to ensure my database is kept up to date. What problems is Capsule CRM solving and how is that benefiting you? Prioritising time management and customer contact.

"Excellent CRM that is thoughtfully designed and well supported."

What do you like best about Capsule CRM? The core features and functionality are well though through and intuative. It is perfect for SMEs, and you don't get a sense of unneccessary features and configuration requriements. What do you dislike about Capsule CRM? Honestly, not a lot! It really is very good! What problems is Capsule CRM solving and how is that benefiting you? Pipeline management and visibility of opportuntities so my team and I can collaborate.

"Easy to use, excellent CS team"

What do you like best about Capsule CRM? Easy, clean, simple and unfussy CRM system. Excellent customer support team What do you dislike about Capsule CRM? We don't have any issues with Capsule- happy customers. What problems is Capsule CRM solving and how is that benefiting you? Customer management, notes storing, reminders.

"An indispensable tool for our business!"

What do you like best about Capsule CRM? Capsule CRM is extremely user friendly and my whole team loves the simplicity of the dashboard. My sales team performance has been improved significantly ass it allows them to process leads and manage their pipeline effectively. The interface has been designed really well, especially when I compare tis other CRM’s I have used. Our team has full visibility of projects, tasks and tracks. This is vital for our organisation. The sales pipeline is an ...