Capsule CRM Reviews and Ratings

Rating: 8.3 out of 10

Score

8.3 out of 10

Community insights

TrustRadius Insights for Capsule CRM are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

Highly Accessible and Easy-to-Use Interface: Many users have praised Capsule CRM for its highly accessible and easy-to-use interface. The software's smooth and intuitive design has been appreciated by numerous reviewers, allowing them to quickly navigate and utilize its features effectively. This intuitive interface contributes to a positive user experience and reduces the learning curve for new users.

Efficient Lead Management Feature: The lead management feature in Capsule CRM has received high praise from users. Several reviewers have mentioned that this feature enables them to efficiently manage and track potential customers, leading to more targeted sales efforts and improved productivity. With this feature, businesses can streamline their sales process, enhance efficiency, and effectively manage their customer relationships.

Robust Contact Management System: Users value Capsule CRM's robust contact management system which allows them to generate specific lists within their existing contacts. This functionality has been particularly useful for users who need to keep track of a large number of individuals and companies. It helps users stay organized and easily access the information they need, improving overall efficiency and organization in managing customer relationships.

Reviews

16 Reviews

Neat CRM with a solid feature set

Rating: 8 out of 10

Incentivized

May 2, 2024

Use Cases and Deployment Scope

We use Capsule CRM to manage our leads for various financial engagements. Capsule allows our team to all be on the same page and ensure that our leads can turn into paying customers. With the new updates for 2024 there is even greater integration with our systems and processes like Google Workspace and Office 365.

Pros

Integration with QuickBooks and Xero accounting
Security features that enhance email sign in
Improved Home Page features the provide Sales data
Better contact importing that makes for better data management

Cons

More AI integration
Improve the language functions
More concise Map integration

Likelihood to Recommend

Capsule CRM is well suited for small business and teams that may have various locations and/or regions. The dashboard provides the user with the necessary data to track leads and assign various tasks to other team members. Capsule CRM does have some issues when working with very large teams. There are some issues with integrations with outside apps and limited customization for teams that want to track detailed projects.

Brian Stovall

Owner in Finance and Accounting at Brico Group (1-10 employees)

Vetted Review

10 years of experience

The best CRM to start with then scale up with your growing business

Rating: 8 out of 10

Incentivized

February 23, 2022

Use Cases and Deployment Scope

We execute client pipeline management using Capsule CRM in our company. Sometimes it can take a few weeks or even months to convert a lead into a client based on their specific requirements and where they are placed in their journey. Creating the timely checkpoints helps us manage all these clients in one place so we always stay on the top of these leads. Key problem is of missing out of not-ready clients and losing track of them with zero followups. Capsule CRM has helped us get the basics right and manage better relations with all clients.

Pros

Sales pipeline dashboard is very crisp and clear and easy to use.
Contacts management is also very effective to those who need to effortlessly manage their list of prospective clients in one place
Manage and followup on active proposals which are in the process of being prepared and manage it until it has been sent to the client.

Cons

third party integrations can be improved upon as we had to go for Zaps for a couple of apps.
learning the basics was easy but we did struggle with a few use cases and were glad to find solutions on 3rd party blogs and forums. It would be great to have a user forum on their own website which can be moderated by the Capsule team.
some basic reporting can be added to free plan. Many of our clients would benefit from reports in the free plan before jumping on to the professional plan.

Likelihood to Recommend

It is difficult to beat the simplicity of use and design of Capsule CRM. Add to the fact that they offer the best free plan which is great to sign up our clients with so that they can see how valuable having a CRM is. Getting newbies to use CRM with ease helps us with our CRM projects and to sign up more clients seamlessly. Hence, it is perfect place to start with for a small business. Based on feedback from clients, who already have some premium apps to manage their sales and work orders, it can get tricky to integrate them with Capsule CRM and hence it's not that favourable in the complex IT solution use case for specific clients. Support is through messages only and it can get a bit frustating if one is in a hurry to get the setup done. It's preferred to take your time and raise support tickets as and when necessary.

Verified User

Account Manager in Marketing (1-10 employees)

Vetted Review

1 year of experience

Its tool for focus on customer retainment providing success under your control .

Rating: 9 out of 10

Incentivized

February 4, 2022

Use Cases and Deployment Scope

is an easy-to-use and easy to configure the platform. With Capsule CRM, it has

become easier to set up tracks and view workflow. It does not require training

and special programming due to which anyone can easily use it and figure out

about its works.

Pros

The supporting documentation is very informative and helpful. It integrates seamlessly with other solutions.
The customer support is very responsive and every problem is resolved efficiently and quickly.
It provides numerous useful features and covers the needs of almost every business.

Cons

Its integration with Mail chimp is not smooth. Also, it does not allow to list contacts alphabetically which is a great downside of this tool. It does not contain some essential marketing features.
It needs to improve the user interface and make it more productive especially on the calendar view.
The contact sorting is quite disappointing. It would be nice if it allows users to set screen filters.

Likelihood to Recommend

It enables you to keep info tracked in the program. It helps you manage the

data of consumers and organizations effectively.

Hannah Eleanor

Social Media Ghostwriter & Storyteller in Social Media at AmyBlaschka.com (1-10 employees)

Vetted Review

2 years of experience

View profile

"Capsule CRM Is A Cost-effective, Easy-to-use Tool With Many Interrogations."

Rating: 9 out of 10

Incentivized

January 16, 2022

Use Cases and Deployment Scope

My favorite feature of Capsule is the breadth and depth of integrations and functionality it offers. Our primary CRM, it’s a great place to find out what’s going on in the company. It has a simple interface that makes searching for profiles easy. We appreciate how well-designed it is. It’s simple to search for contacts, extract them, upload, sort, and sort them in this program. It is now much easier to create tracks and view workflows. Allowing us to plan the entire year, we can customize each event. Easy to use, straightforward to understand, and simple to learn. We’ve been using Capsule CRM for more than a year and are thrilled with it! For us, it’s been a great fit; it’s not expensive, and the customer service has been excellent. Unlike other CRM programs, it doesn’t require extensive training or migration. Capsule CRM is more user-friendly and less time-consuming to set up. It is compatible with a wide range of other programs and systems. All issues have been resolved, and customer service is open and active.

Pros

Capsule CRM: Smooth-to-use.
Capsule CRM: Budget-Friendly.
Capsule CRM: Lead Management.
Capsule CRM: Contact Management.
Capsule CRM: Many Interrogations.
Capsule CRM: Great Mobile Application.
Capsule CRM: Monitoring Email Correspondence.

Cons

Capsule CRM: Make the UI more appealing.
Capsule CRM: Marketing integration is lacking.
Capsule CRM: Feature-lacking compared to other CRM systems.

Likelihood to Recommend

Using Capsule CRM, businesses can have a perfect CRM solution without the risk of being forced to pay on a monthly subscription basis. Compared to other customer relationship management apps, it has a wide range of unique features. Functional and cost-effective are the main advantages. Because we're a small company, its simplicity appeals to us greatly. For a limited time, start-ups can store up to 250 contacts in the free version. Capsule CRM is well-suited to Gmail and offers many other integration possibilities. Even though it lacks some more powerful CRM features, the Capsule platform makes up for this with a widespread list of integrations.

Farjana Labonno

Frontend Developer in Information Technology at Asian Technology Information Program (ATIP) (51-200 employees)

Vetted Review

1 year of experience

View profile

It manages the communication by consensus-based forecasting and service management.

Rating: 9 out of 10

Incentivized

June 29, 2021

Use Cases and Deployment Scope

As per my experience, I like Capsule CRM because it has good chat integration and document storage. But as I have discussed, it needs some advancements in dashboard and GUI. Overall it is a good application for CRM. I use this tool for segmentation and territory management. It is available for all devices except for mobile devices. They provide customer support all the time to their users. They provide training through live training, in-person training, and live documentation.

Pros

It has advanced features or document storage, lead scoring, and chat integration.
It is also used for email marketing that helps its users to manage their emails through this application.
It helps the companies to manage their new customers automatically.

Cons

This application does not have a good dashboard and GUI.
It also does not have all the options for customized reports and it lacks many features and sometimes does not provide good customer support.

Likelihood to Recommend

Capsule CRM has many advantages that make it unique from all other customer relationship management applications. This application is also used for task management and it is also used to set automatic quotes and proposals. In these automatic quotes and proposals, they set their company details, pricing, and different things that help them to know more details about the company. It is perplexing application for internal chat integration and document storage.

Samuel-Borris James

Digital support officer at HM Courts & Tribunals Service (HMCTS) (10,001+ employees)

Vetted Review

2 years of experience

View profile

Great for small businesses

Rating: 8 out of 10

Incentivized

August 18, 2020

Use Cases and Deployment Scope

I use Capsule to manage my freelance work and contacts. I needed a CRM that was budget-friendly and could help me keep on top of contracts and my sales pipeline. Capsule CRM is a simple but effective CRM. It can solve issues with data tracking and collection, sales, and opportunity management.

Pros

Free for 250 people or less
Budget friendly
Easy to use
Mobile app is great
Lots of integrations

Cons

I wish you could add birthday reminders to contacts.
Lacking in marketing integration.
Can be too simplistic for some companies.

Likelihood to Recommend

For a small business or start-up, it is one of the best CRMs. It's easy to use and budget-friendly. It's not as advanced as other CRMs like Salesforce but that is not the market it is going for. The simplicity of it is what makes it so attractive for small businesses.

Maire Eltringham

Freelance Consultant at Freelance (10,001+ employees)

Vetted Review

1 year of experience

View profile

Ease and productivity is Capsule CRM's thing!

Rating: 9 out of 10

Incentivized

January 24, 2020

Use Cases and Deployment Scope

Capsule CRM was suggested to me by a friend this year and so far, we love it! This is only the second CRM system I have used and was pleasantly surprised at how easy it is to understand integrate it with G Suite. The big seller for us is that it's FREE for 250 people or less. A lot of our clients are small businesses or non-profits, so this is a great tool as you're building your network.

Pros

Price: free for 250 people or less.
Easy to use.

Cons

Deleting files to free up space is difficult to do.
Add reminders like birthdays or donorversarys.

Likelihood to Recommend

If you are looking for something that is free or cheap, then Capsule CRM is great! However, if your budget is more robust, I recommend a more well-rounded CRM tool. Capsule CRM is an amazing value for your money but lacks features larger non-profits or service companies would want like donor managed profiles.

Verified User

Consultant in Marketing (1-10 employees)

Vetted Review

1 year of experience

Capsule CRM - an easy pill to swallow.

Rating: 7 out of 10

Incentivized

January 23, 2020

Use Cases and Deployment Scope

<ul><li>Capsule CRM is something we have tried across the whole organization.</li><li>The business problem it addresses is team disharmony, task and time mismanagement, and the loss of different content (whether it be contacts, data, context, or previous history on a particular problem) due to the use of various platforms for different types of tasks. Capsule CRM brings everything you need into one platform, making it easier to link contacts to their data, content, and reports. This keeps the team on the same page and the organization operating smoothly.</li></ul>

Pros

Mobile app is super helpful to manage work away from a computer!
Excellent task management system - can track on a timeline as well as across the team.

Cons

The Gmail integration can be a little glitchy and hard to get the hang of.

Likelihood to Recommend

<ul><li>Capsule CRM is well suited if you need a CRM that will help you organize your team, order your contacts, take charge of your projects, and efficiency.</li><li>If your team is less tech-savvy, this may not be the best suited to your organization as the system only works when each team member can maximize the platform offerings fully. </li></ul>

Verified User

Consultant in Social Media (1-10 employees)

Vetted Review

1 year of experience

Great CRM option!

Rating: 8 out of 10

Incentivized

January 23, 2020

Use Cases and Deployment Scope

I use the free version of Capsule CRM for my business to keep track of clients. Capsule is a great CRM for those who want to use contact management and sales cycles without any complicated features or difficult to use programmes.

Pros

Contact management.
Lead management.

Cons

Mobile app could be easier.

Likelihood to Recommend

Capsule CRM is a great CRM for small to medium businesses or nonprofits. It is easy to use and has all the features you could need. The free version is great. Although you can only use it for 250 contacts or less.

Verified User

C-Level Executive (1-10 employees)

Vetted Review

1 year of experience

Capsule CRM - the Budget CRM for your startup

Rating: 9 out of 10

Incentivized

January 21, 2020

Use Cases and Deployment Scope

It is used to allocate people's work, keeping track of customers, tag them to a specific group, keep track of sales pipeline and interaction with the leads, it helps in sending group emails, etc.

One of the best features I believe is the use of a feature called "tracks" that helps in setting up a path or flow of tasks to be done while working on a lead. We also create tasks for a particular deal if we want to. It also offers good integration support.

Pros

"Tracks" option to set up tasks to be done in an order.
Monitor and implement the sales pipeline.

Cons

Lack of features as compared to other CRM software.
Pretty basic UI needs to be made more appealing.

Likelihood to Recommend

The best scenario to implement this CRM would be startups as you don't need to shell out a lot of money for this and this does emulate the basic plethora of tasks accomplished by a CRM software. It would also be a good addition to small and medium enterprises on a lookout to improve their sales process and thereby the productivity of their firm.

Prashant Choudhary

Business Development Manager in Sales at EMTEX ENGINEERING PRIVATE LIMITED (201-500 employees)

Vetted Review

1 year of experience

View profile

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Reviews and Ratings

The best CRM to start with then scale up with your growing business

Rating: 8 out of 10

Incentivized

February 23, 2022

Use Cases and Deployment Scope

Pros

Sales pipeline dashboard is very crisp and clear and easy to use.
Contacts management is also very effective to those who need to effortlessly manage their list of prospective clients in one place
Manage and followup on active proposals which are in the process of being prepared and manage it until it has been sent to the client.

Cons

third party integrations can be improved upon as we had to go for Zaps for a couple of apps.
learning the basics was easy but we did struggle with a few use cases and were glad to find solutions on 3rd party blogs and forums. It would be great to have a user forum on their own website which can be moderated by the Capsule team.
some basic reporting can be added to free plan. Many of our clients would benefit from reports in the free plan before jumping on to the professional plan.

Likelihood to Recommend

Verified User

Account Manager in Marketing (1-10 employees)

Vetted Review

1 year of experience