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

"It doesn't get better ...."

What do you like best about Capsule CRM? I used to work for a company that built CRM tools for a specific vertical. Since we were a software company (and not that vertical), our CRM wasn't the right fit for our needs. You know what was .... Capsule CRM. Our whole CRM Company used it. Since then I've worked or owned multiple companies. One on the first steps is to get Capsule CRM into the mix. Each company was in a different Small Business vertical and each time Capsule was the RIGHT ...

"A very easy and streamlined database that can be used in many ways."

What do you like best about Capsule CRM? The main thing that drew me to capsule was its ease of use. This has kept me with the platform as it means that others I work with will actually use the product too. This means its not just another app that sits on your laptop/phone. Once everyone was familiar with the platform we then explored the many ways in which it can benefit our property business. As a company we use capsule everyday and I particularly like the e-mail notifications for tasks ...

"A very easy and streamlined database that can be used in many ways."

What do you like best about Capsule CRM? The main thing that drew me to capsule was its ease of use. This has kept me with the platform as it means that others I work with will actually use the product too. This means its not just another app that sits on your laptop/phone. Once everyone was familiar with the platform we then explored the many ways in which it can benefit our property business. As a company we use capsule everyday and I particularly like the e-mail notifications for tasks ...

"Best CRM I have used in a while"

What do you like best about Capsule CRM? Really easy system to use, easy to navigate. If there is ever an issue, there is a team on hand to sort everything out. Excellent training and support from the start from Keith. Everything is on one place and easy to access. I use it daily and would be lost without it. What do you dislike about Capsule CRM? There is nothing that I dislike about the CRM What problems is Capsule CRM solving and how is that benefiting you? It keeps all of our ...

"A great piece of kit"

What do you like best about Capsule CRM? There are various areas of Capsule we like using, but what stands our for us is great customer serive. We have only needed to contact them twice, but each time they responsed quickly and helpfully, and then followed up a couple of weeks later with a check in. We like the way it integrates with Outlook and our calendars, as by doing this is brings through all customer meetings that are approaching and places them in the client's upcoming events. The ...

"Simple, but powerful CRM!"

What do you like best about Capsule CRM? The simplicity is great, you don't need any training, but have lots of customization options. With the addition of AI, email templates and workflows they made it even more powerful. What do you dislike about Capsule CRM? Task reminders are very handy, but don't show the expired once which can cause that you miss older tasks. Besides that it would be great if you can customize the sending time of it. What problems is Capsule CRM solving and how is ...

"Simple, but powerful CRM!"

What do you like best about Capsule CRM? The simplicity is great, you don't need any training, but have lots of customization options. With the addition of AI, email templates and workflows they made it even more powerful. What do you dislike about Capsule CRM? Task reminders are very handy, but don't show the expired once which can cause that you miss older tasks. Besides that it would be great if you can customize the sending time of it. What problems is Capsule CRM solving and how is ...

"Excellent product and service"

What do you like best about Capsule CRM? The ability to manage my whole business in one system What do you dislike about Capsule CRM? happy with everything - no issues at all What problems is Capsule CRM solving and how is that benefiting you? Managing my customer journey

"Keeping Control of my Client Base"

What do you like best about Capsule CRM? By putting all my client contacts and details in one easy place has helped me create follow up business and repeat business. What do you dislike about Capsule CRM? Sometimes Capsule doesn't pick up a name from the Dropbox entry so it's hard to find the history of a client in order to complete their details What problems is Capsule CRM solving and how is that benefiting you? Quick access to client history

"Excellent product and service"

What do you like best about Capsule CRM? The ability to manage my whole business in one system What do you dislike about Capsule CRM? happy with everything - no issues at all What problems is Capsule CRM solving and how is that benefiting you? Managing my customer journey