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

"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

"Everything you need, nothing you don't"

What do you like best about Capsule CRM? What the team like most about Capsule CRM is the intiuitive user interfaces and the integrations with 365 and Xero. What do you dislike about Capsule CRM? We'd like some more team collaboration features in the pipeline areas What problems is Capsule CRM solving and how is that benefiting you? CRM is excellent at providing visibility of pipeline, where in the funnel we need to focus and simple to understand next steps for each opportunity, reminders ...

"Everything you need, nothing you don't"

What do you like best about Capsule CRM? What the team like most about Capsule CRM is the intiuitive user interfaces and the integrations with 365 and Xero. What do you dislike about Capsule CRM? We'd like some more team collaboration features in the pipeline areas What problems is Capsule CRM solving and how is that benefiting you? CRM is excellent at providing visibility of pipeline, where in the funnel we need to focus and simple to understand next steps for each opportunity, reminders ...

"Super quick & helpful support team"

What do you like best about Capsule CRM? The ease with which we're able to save information on clients, and reach out to clients directly from the program, instead of logging in and out of gmail a hundred times a day. When I need help, their support team is on the ball, super quick, every time. Very appreciated! What do you dislike about Capsule CRM? Don't really have anything that I dislike enough to remember, ha! What problems is Capsule CRM solving and how is that benefiting you? Keeping ...

"Organised small business owner"

What do you like best about Capsule CRM? Sends reminders of what I need to follow up on What do you dislike about Capsule CRM? Knowing where to access tracks, pipelines, tags etc.. some of the functionality is quite hidden or easy to forget how to find. What problems is Capsule CRM solving and how is that benefiting you? Remembering who I need to contact, what status my projects are at and what is in my pipeline. This makes me feel much more on top of my business and I am less worried about ...

"Simple to use and highly effective at organising me and my business"

What do you like best about Capsule CRM? It's so easy to use and because it can be built to suit my own processes, it reflects my business perfectly. What do you dislike about Capsule CRM? The only thing I would change is the ability to pin activity to the top of an account view. But support are always really open to suggestions. What problems is Capsule CRM solving and how is that benefiting you? It is enabling me to capture and automate processes and customer journeys. track and maximise ...

"Simple to use and highly effective at organising me and my business"

What do you like best about Capsule CRM? It's so easy to use and because it can be built to suit my own processes, it reflects my business perfectly. What do you dislike about Capsule CRM? The only thing I would change is the ability to pin activity to the top of an account view. But support are always really open to suggestions. What problems is Capsule CRM solving and how is that benefiting you? It is enabling me to capture and automate processes and customer journeys. track and maximise ...

"Super quick & helpful support team"

What do you like best about Capsule CRM? The ease with which we're able to save information on clients, and reach out to clients directly from the program, instead of logging in and out of gmail a hundred times a day. When I need help, their support team is on the ball, super quick, every time. Very appreciated! What do you dislike about Capsule CRM? Don't really have anything that I dislike enough to remember, ha! What problems is Capsule CRM solving and how is that benefiting you? Keeping ...

"great for SME businesses"

What do you like best about Capsule CRM? Really easy to navigate, very intuitive and has just the right amount of features to do all we need, without being overwhelming What do you dislike about Capsule CRM? preference centre link up with ranspoind could be better What problems is Capsule CRM solving and how is that benefiting you? Keeping track of my sales pipeline, which wen I'm busy means things don't get missed. Also able to keep in touch with luke warm contacts en masse Also use it for ...

"great for SME businesses"

What do you like best about Capsule CRM? Really easy to navigate, very intuitive and has just the right amount of features to do all we need, without being overwhelming What do you dislike about Capsule CRM? preference centre link up with ranspoind could be better What problems is Capsule CRM solving and how is that benefiting you? Keeping track of my sales pipeline, which wen I'm busy means things don't get missed. Also able to keep in touch with luke warm contacts en masse Also use it for ...