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Value for money rating
4.5
/5
142
Price starts from
18
Per month
Per Feature
What users say
Ilia T.
JC
Julie C.
Price starts from
0.99
Per month
Pricing model
Free trial
Price starts from
1
Per month
Pricing model
Free trial
Price starts from
34.99
/user
Per month
Pricing model
Free trial
Price starts from
35
Per month
Pricing model
Free trial
Price starts from
200
Per month
Pricing model
Free trial
Ilia T.
Verified reviewer
Information Technology and Services, 1-10 employees
Used daily for 1-2 years
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Overall experience was positive. It's a solution that I recommend to people.
What initially attracted us to this CRM was its cost effectiveness. I was impressed by how easy it was to deploy and run. The mobile app was pretty solid, easy to use and probably better or on par with some of the other (more expensive) CRM apps I've used. ~Capsule also had a decent project management function.
I think we had some trouble when trying to connect to Mail Chimp. From memory it took a long time to get it right.
Hi Ilia, Chloe here from Capsule. Thanks for taking the time to write a review. We're happy to hear that you found Capsule easy to deploy and are enjoying using the mobile app. If you ever need any help for example setting up integrations then don't hesitate to reach out to us at support@capsulecrm.com.
Peter R.
Information Technology and Services, 1-10 employees
Used daily for 2+ years
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The software is simple to use, it has a wide range of tools that you can use. However, the great thing you dont have to use all the features and they are hidden away, so they dont affect your everyday usage. Incredibly for this type of software and all the tools you can access, it is incredibly affordable for personal, small business or large companies. We really love the product
We have used this software for over five years. We used to use act and were reluctant to move to another provider. We moved because we could use the software on all forms of devices, anywhere in the world. The other great feature is that it is so simple to use, you hardly need any training at all
Actually we love it, so we dont really have anything negative to say
Hi Peter, Chloe from Capsule here. Thanks for reviewing us! We're so happy to hear that Capsule has worked out for you!
David W.
Professional Training & Coaching, 11-50 employees
Used daily for 1-2 years
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It's our 2nd management tool - the first one was overly complicated and this is quite simple The Dropbox solution is a bit of a fudge but it works most of the time. The tasks system and visual customisation leave a lot to be desired.
It's fast and simple, a young British company. which we wanted to support. Its online and accessible on an app It does a lot of what we originally needed
The tasks and the layout - lack of customisation - colours or icons - fields can be hard to identify at a glance. Starts to get expensive with more users - if I could role out viewing to my whole team (no input) it would be handy - but i can't justify £300 a month We no longer use the sales side - that didn't really work for our company - now just use the contacts, tasks, recording of data
Beth L.
Individual & Family Services, self-employed
Used weekly for 2+ years
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I originally acquired Capsule to keep track of customers, potential customers, task management, and event management for a coaching and education business. I continue to track coaching clients in the software, but now I primarily use it for event and task management for a grassroots nonprofit.
Capsule is a CRM system that delivers excellent support for a small cost. It is more customizable and has more features and greater ease of use than others in its price range. It was fairly easy to set up, customize, and learn using the provided guides and the responsive customer service team. It easily supports tracking of all actions related to an entity in one place. It has a number of built-in...
The things I would want in a CRM application that are not present in Capsule are all things for which I would expect to spend more money. For example, if I were to spend more money on a CRM, I would look for one that includes volunteer sign up forms and the ability for donors to manage their own profiles and track their own donations. It is a pretty simple tool, but again, very robust for the price.
Sheron S.
Insurance, self-employed
Used weekly for 2+ years
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I have been using Capsue since 2017 and to date I have had no issues with the software even it was updated.
Easy to use. Price. Date Stamp. Search by name, keyword or phone number. You can up load documents to a specific contact. You can separate contacts using tags. Notes easy to edit. Beginner friendly. Generous Free account. It has an app that syncs perfectly with the online account.
So far the online has everything I need. I have no complaints. The app could add search by phone number. It would help when a client calls I could search the phone number and address them by name if they are found in my CRM the same way I do when working from my lap top from home
Hi Sheron, Chloe from Capsule here. Thanks for taking the time to write a review about Capsule. We're glad to hear you're finding Capsule easy to use and love its features. You might be happy to hear that you can search phone numbers in the app. You can find out more about that here: https://capsulecrm.com/support/mobile-apps/capsule-mobile-app/#how-to-use-contacts-in-the-mobile-app. Also, if you have an iPhone we do have CallerID in the app. The Caller ID feature will display your Contact's name so you'll never need to guess who is on the other end of the incoming call - you can find out more information about Caller ID here https://capsulecrm.com/support/mobile-apps/capsule-mobile-app/#caller-id. I hope that help you out.
Edo M.
Building Materials, self-employed
Used daily for 6-12 months
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For last few years I had a problem with my comunication with old and new clients. Too many pressure and too much information noise casued a problem of following up possible new clients and opportunities. My first solution was standard PIM software. Soon I discovered that only part of my problems were solved. Problems that become so evident were following up new opportunities and contacts history....
Free version is mostly perfect for my needs. Contacts database, contacts history, opportunities creating and following, procedure design and editor, flexibility.
Free version have a limit to 250 contacts.
Reuben S.
Verified reviewer
Information Technology and Services, 1-10 employees
Used daily for 2+ years
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Capsule does everything a CRM should: - All of your organisation and contact information in one place - Heaps of available integrations including MailChimp and Xero - Mobile app for capturing new leads - Customisable opportunity management - Customisable case (ticket) management - Email integration makes tracking email correspondence easy - Custom fields allow you to update your
Capsule has several weaknesses you should be aware of: - The opportunity management is customisable but fairly basic. Its great if you currently have no visibility of your pipeline, stages, value, probability or timeframes. There are apps out there that do these features better but not with all the other great stuff Capsule can do at the same price point. - Capsule is not a marketing automation tool but will help with your marketing - Capsule is not a sales pipeline tool but will improve your pipeline visibility - Capsule is not an email client - Capsule is not your accounts receivable management tool but will improve your collections
Dolan E.
Wholesale, 1-10 employees
Used daily for 1-2 years
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Not a bad system for the price we are paying.
Fairly easy to use along with the cheap cost
The integration with Quickbooks is not the best to be honest. We have had to disable the interaction as it was changing the records we had originally set up in Quickbooks. Also was not a simple click of a button to see the previous sales, you have to continuously sign into quickbooks when you want to see records, a bit pointless really.
Hi Dolan, Chloe from Capsule here. Thanks for taking the time to write a review. We're glad you're finding Capsule easy to use and good value for money. Sorry to hear that our QuickBooks integration isn't quite what you expected. When setting up the integration any information in Capsule and QuickBooks should match otherwise Capsule would overwrite any differences. After that, the integration will...
Anonymous Reviewer
Verified reviewer
Nonprofit Organization Management, 11-50 employees
Used daily for 6-12 months
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For our small business (5-10 team members), Capsule provides us with one location to input all of our data. We can track contacts, organizations, and opportunities, as well as opportunity stages and milestones, while customizing categories and notes for all of it. It is incomparably more affordable than any of the other CRMs I've used.
Capsule serves all its purposes very satisfactorily. It doesn't have very many bells and whistles, or email campaign options like other CRM databases, but it is very useful for logging contact information, making notes, generating tasks, and running reports. You can categorize contacts by organization, people, and deal opportunities, and also by customized tags and custom fields.
Very few things to dislike. The only way to export contacts with notes is to export the entire database into Excel and sort from there; there is no option within the database's reporting capabilities to generate the notes for specific contacts. Capsule also does not have email campaign capabilities or drip campaign options, but those are high-price items that only come with the big CRM monsters.
Scott F.
Information Technology and Services, 1-10 employees
Used daily for 6-12 months
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Easy note taking which facilitates better interaction with my clients. I love the central location of all my info and that I can access it on my smart devices too.
I love how easy it is to complete just about any task imaginable. I make a LOT of notes for my customer accounts, and I love how each note can have any number of file attachments to them, but all the attachments for ALL the notes are also kept in a different area. Being able to integrate with my Google Apps account is a BIG plus, as is the ability to have emails I send instantly saved to customer records without me doing anything. Creating custom fields is also a breeze and makes my life a lot easier.
I really don't like the huge gap between a free account and a professional account. They need to increase storage limits AND create a plan between free and professional price points for smaller businesses. This is what really holds me back from doing more with this software, and keeps me in the market for different software constantly.
Rosi M.
Management Consulting,
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Capsule is flexible, easy to grasp, and fairly straightforward. But if you want to dig deeper and use all the features and strategies, you can absolutely get more out of it. It made the whole concept of a CRM come alive for me. It's also really affordable! Other CRMs are more powerful (and harder to learn) but there's no way our company could've afforded those.
I wish that they had a way to label an individual as being employed at more than one company, and recording past employers. A more detailed walkthrough of "cases" would be really useful, since that's what people ask me about the most (and don't seem to understand, for whatever reason). Also, it would be amazing if Capsule had tutorial videos on their YouTube channel, like a lot of other CRM companies do. Finally, user permissions would be nice (but not something that is a particularly sore spot--you get what you pay for).
Anonymous Reviewer
Verified reviewer
Retail, 51-200 employees
Used daily for 2+ years
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Cost efficient way to keep daily tasks organized.
The best thing about Capsule is how helpful it is with keeping me organized. We have over 100 clients that I need to keep track of. With each client at a different phase, it could become overwhelming to keep track of all of the details. Capsule helps me stay on top of everything
Tracking emails is a little cumbersome. I BCC a capsule email address associated with a project. When a client replies to that email the BCC is not copied, so that email does not get tracked. I could copy the email address, but that is not something I want the client to see,
Anonymous Reviewer
Verified reviewer
Internet, 1-10 employees
Used daily for 2+ years
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Many years ago before I used Capsule, I researched up and down different CRM solutions. Capsule was the most reasonable as far as pricing goes, and their interface and features is one of the best. It's a powerful CRM that allows a lot of customizations, which is what I need. I highly recommend Capsule! They're always listening to users and coming up with new features that make the CRM better and better through time.
Honestly, I don't really have much to complain about Capsule!
Murray C.
Verified reviewer
Professional Training & Coaching, self-employed
Used daily for 2+ years
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Capsule is a really simple, straightforward CRM for small businesses. It's reasonably good value for money, easy to use, and very useful for tracking your sales, customers and prospects.
Intuitive UI Easy to use Uncomplicated Email dropbox
Could do with more options to prioritise tasks - they just get served up in date order, irrespective of whether or not they are important. This makes the task feature effectively unusable.
Anonymous Reviewer
Verified reviewer
Computer Software, 11-50 employees
Used daily for 2+ years
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Capsule is one of the cornerstones of our sales organisation.
Good value for money, quick setup, reasonably customizable, easy to use. Good integration with G-Mail and Mailchimp.
Bulk editing was a bit weak for a long time, but got massively improved this year (2018). Integration through Zapier with our accounting software Bexio doesn't support our use cases.
Keith G.
Internet, 11-50 employees
Used daily for 2+ years
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If Salesforce.com overwhelms you, try Capsule. Costs about 5% of salesforce and has 5% of the features, but it probably has all the features you need. Really easy to set up and maintain.
Price, ease of use, speed
There are actually a handful of features that I would like but are missing. There are workarounds, however.
Kelly M.
Construction, 11-50 employees
Used daily for 2+ years
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We like the way that Capsule integrates with Freshbooks as well as with Gmail. This is very useful for our business.
We would like to be able to have a way to job cost within Capsule and integrate that into the Freshbooks program.
Joel C.
Verified reviewer
Marketing and Advertising, 1-10 employees
Used weekly for 1-2 years
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One of the problems with CRMs is that they are usually developed for a certain case scenario and that setup is not quite what you need. Capsule is nice and simple and pretty intuitive. It's Gmail integration is useful and you can easily add custom fields. Another big plus is the mobile app. These features make for a CRM that you can have up and running and grasp the basics by the end of the day. It is also very affordable, you can even use it for free. I have used it, still use it, and recommend it.
The mobile app is nice but could use some polishing. The UI is decent but could be better, more visual.
Stephen T.
Management Consulting, 1-10 employees
Used daily for 6-12 months
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Overall, Capsule was in my top 3 CRMs for small businesses.
Capsule has a really nice UI. There is no clutter. Capsule has auto-save which prevents you from leaving a window before you 'save'. Critical for me. Has a 'case' module which is usually found in more expensive software.
Capsule is a perhaps a little bit 'too simple'. You may soon outgrow it. Does not have auto-followup which would pop up after a task completion.
Coen M.
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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...
- 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
- performance webapp
Anonymous Reviewer
Verified reviewer
Computer Software,
Used daily for 2+ years
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I have to have a CRM in place for my company to keep clients tasks organized. We manage hundreds of clients daily.
Capsule has basic functionality. I have a list of my Contacts, I can create tasks, make tags, and create pipelines. It allows me to upload documents and manage the team's tasks under me.
I can only upload one document at a time which is annoying. The automatic email BCC doesn't work for me to record in my notes so I always have to copy and paste.
Graham H.
Verified reviewer
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I have used Capsule for over 5 years and have a database of over 10,000 contacts. It is easy to use, has a clear and attractive interface, s very reliable and has great customer support.
Very reasonable subscription cost (USD12 per user per month) Good task management system Fast God and easy reporting Easy export, good import Good integration with external programs (I use MailChimp and Xero)
No HTML on stored emails Very limited boolean filtering on lists
Rimi A.
1-10 employees
Used daily for less than 6 months
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So far no major issues, a far greater tool set than other crm software we’ve worked with recently.
Wonderful interface and functionality that exceeded our previous setup. Slowed much greater control and tracking of our client info and project sales made.
Pricing is a little higher per person but aside from that the benefits outweighed the cost. Smaller companies may do with one installation as we have trialed other crm software and found that for our setup a single implementation sufficed.
Anastasia P.
Verified reviewer
Information Technology and Services, 501-1,000 employees
Used weekly for 6-12 months
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It has a free trial version. I would suggest to start from that.
It is easy to install and to use. Very customisable and adaptable for specific busiess needs. It integrates with other data apps.
The main issue can be pricing. It gets more expensive with more users. It may be that free version meets all business needs, if the number of contacts is under 250.
Thanks for taking the time to write a review Anastasia - we're glad you find Capsule easy to set up and to use. - Chloe, Capsule
Sean M.
Management Consulting, self-employed
Used daily for less than 6 months
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This CRM features a few more bells and whistles than others, and you do pay for that but it's worth it. The Gmail integration and IOS app were what sold me. I exclusively use GMail for my business and it's nice to be able to interface between the two.
The free version limits you to 250 contacts, which is really not bad for a small time handyman like myself, but I imagine I'd had to sign up for the paid version sooner or later.