Reviews, Opinions and Ratings for Capsule CRM

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What is Capsule CRM?

Capsule CRM

Capsule is an easy CRM tool for small business. It is simple, effective and flexible. Capsule is best used to keep track of the contacts and enterprises you do business with, communi Learn More →


CapsuleCRM is social

Review for Capsule CRM by Coen Meerbeek | Blue Factory Internet on 2012-02-29

The integration with Google Apps is awesome. The GMail gadget let's you add opportunities from within you inbox, attach email to opportunities, manage contacts etc. Installation and configuration of CapsuleCRM is so easy. We compared different CRM systems and we wanted the Facebook / Twitter / LinkedIn information within our database. Capsule does a really good job in synchronizing this information. The mobile version (webbrowser only) is working good on iOS, like a native app, the performance is somewhat slow but it will do for the functionality required. You are using a CRM system for sales and it does an awesome job. The sales pipeline is very helpfull in discussing the status of the salescycles. Reporting could be more. Defining the stages of a salescycle and determing the phase of the salescycle is an awesome feature. The support is very responsive and helpful. Looking at price vs quality and features we still didn't regret choosing CapsuleCRM!

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Pros: - social account integration (pictures and latest intell) - gmail gadget!!! - contact sync in Google Contacts - SSO via Google Apps - webapp - ease of use - support - salescycle possibilities

Cons: - performance webapp

Review Context: We are a two person Internetcompany working with a lot of freelancers. We use CapsuleCRM on a daily basis from within Google Apps and mobile.



Great Small Business CRM

Review for Capsule CRM by David F. on 2011-08-29

I really like CapsuleCRM. I've used Salesforce, Zoho, TactileCRM, Goldmine (years ago) and CapsuleCRM is so far the best in the small business market. It has a very easy interface to use, great tagging and list tagging capabilities. Easy to integrate via email or API. The only negative right now is it doesn't have security, any user with access can see everything and do everything. It's fine for small business but if you require security, I don't think you can use CapsuleCRM until they add that feature. Luckily for me our sales team is open so we can use this great tool, I hope they add security soon so we don't have to leave this product when we our sales team expands and we will need more security control.

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Pros: The best thing I like about it is the dropbox and being able to leverage email to create notes, opportunities, tasks and the best part is that it auto-creates the customer if they don't exist. Also the pipeline tracking with milestones are great.

Cons: They really need to add access control and security. Right now everything is wide open which is fine for a small business but as a business grows, it will be key to have the security. I hope they add it soon.

Best Uses: Track all my leads from a holistic view. I've got my help desk system integrated, my website forms, my internal apps, and my google apps. From one place I can see all the actions and activities with my customers.

Review Context: CEO of a software company that leverages lot of cloud applications (those that integrate well).



Capsule CRM

Capsule is an easy CRM tool for small business. It is simple, effective and flexible. Capsule is best used to keep track of the contacts and enterprises you do business with, communi Learn More →