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Capsule Reviews

Reviews summary

Pros

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.

Beth L.

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What initially attracted us to this CRM was its cost effectiveness. I was impressed by how easy it was to deploy and run.

Ilia T.

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The clean user interface and calendar tools / follow-up task management features are great to get things organized and your business focused on driving sales.

Socrates M.

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Cons

It ended up paying off, because they swear by Capsule now.

Rosi M.

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No integration with Office 365. No mass mailouts in capsule for marketing purpose.

Anonymous Reviewer

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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.

Anonymous Reviewer

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Overall rating

5

4

3

2

1

82

36

9

1

1

91%
positive reviews
96%
would recommend this app

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129 reviews

recommended

Overall Rating

Great CRM for Contacts, Tasks, Opportunities and pipelines

Reviewed 7 months ago

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Best CRM I've ever used

Reviewed 5 months ago

Peace of mind for my business

Pros

Visual presentation of the data, ease of access, monthly subscription, data capture, project tracking, email link capability, mobile access.

Cons

The CRM had no functions that I disliked

Vendor response

Hi Peter, Chloe here from Capsule. Thanks for taking the time out to write a review about Capsule - we're really glad it's helping your business!

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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wonderful Software for every business

Reviewed 5 months ago

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

Pros

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

Cons

Actually we love it, so we dont really have anything negative to say

Vendor response

Hi Peter, Chloe from Capsule here. Thanks for reviewing us! We're so happy to hear that Capsule has worked out for you!

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Likelihood to recommend10/10

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Pretty good.

Reviewed 2 months ago

Overall experience was positive. It's a solution that I recommend to people.

Pros

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.

Cons

I think we had some trouble when trying to connect to Mail Chimp. From memory it took a long time to get it right.

Vendor response

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.

Overall Rating
  • Ease of use
  • Features
  • Likelihood to recommend3/10

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Features and Format Lacking, Good for the Basics

Reviewed 3 years ago

Overall, Capsule seems middle-of-the-road. It's been useful as a database to keep our pipeline and outreach organized at a base level but hasn't impressed beyond that.

Pros

The ability to export to Mailchimp has been very useful, it allows us to immediately update lists without having to go through multiple extra steps.

Cons

Certain features I'm used to in a CRM are missing. The only way to correlate multiple organizations (as a subsidiary or similar case) is to make a note of it in the organization description and that doesn't link through. You're also unable to categorize a contact under multiple organizations, so you need to create a new person with the same name if you want to put them under more than one company....

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  • Value for money
  • Ease of use
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  • Customer support
  • Likelihood to recommend10/10

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Good stuff

Reviewed 2 months ago

Love it

Pros

We really like the interface and how it is organised. Best feature is the gmail integration.

Cons

Im hoping that we can connect a certain gmail contact and automatically have every new email/conversation feed into the same contact on capsule.

Vendor response

Hi Andy, Chloe from Capsule here. Thanks for taking the time to write a review. We're happy to hear that you like the gmail integration and I'll be sure to pass on your feature request to the product team.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Capsule Review

Reviewed 7 months ago
Pros

Very easy to set up Easy and intuitive to use It is flexible enough so that it can be moulded around a requirement or purpose, even if that function isn't immediately obvious. The support staff are great at coming up with solutions and work arounds Support staff are very quick to respond. The close links with Mailchimp and Zapier are great and really easy to merge different systems.

Cons

You can't 'drag and drop' documents from the system to emails. There's no 'pre-opportunity' stage - i.e. no way of registering an interest in a product (linking a client and product or organisation) without it being a formal 'opportunity' - there needs to be a 'pre-opportunity' facility to ease admin in the system. There's no way of retaining a record of a meeting in the calendar. There's no one to stand behind my husband and remind him to record notes in the system! :-)

Vendor response

Hi Rebecca, Chloe from Capsule here. Thanks for your review - I'll be sure to pass on your feedback to our team. As for the pre-opportunity problem, you could use a Case for that and then you can link that case to an Opportunity if it does move into the pipeline. That way you can have a clear record of it, but it isn't impacting conversion rates or anything like that. You can read more about Cases...

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  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Simple and Functional

Reviewed 7 months ago

My needs for tracking client opportunities are simple and this CRM does everything I need of it. I mainly use it for recording my meetings and coaching sessions with my clients. This functionality is easy to use and it is easy to search clients later to see what was last talked about.

Pros

It is incredibly easy to set up, very simple to use and I like it's integration with Xero.

Cons

Sending email from the system get stored in dropbox, not ideal if you don't use dropbox

Vendor response

Hi Dave, Chloe from Capsule here. Thanks for your feedback - we're glad you like the integration with Xero. In terms of the Drop Box I have good news as the Capsule Drop Box is not the same as the file storage service Dropbox.com. The Capsule Drop Box is effectively an email address that you use to BCC or forward your emails to which in turn stores them against the relevant contact in your Capsule...

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Great Easy To Use Affordable CRM

Reviewed 5 months ago

I have been using Capsue since 2017 and to date I have had no issues with the software even it was updated.

Pros

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.

Cons

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

Vendor response

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

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Quick and useful to get ourselves organised but the limitations are starting to show

Reviewed a year ago

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.

Pros

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

Cons

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

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend4/10

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Not Ideal for a Charity CRM

Reviewed 7 months ago

I think it is a fine program that didn't suit the needs of a national charity.

Pros

I think you you were using this software for school or a business that required registration of sorts it might be ideal but the marketing features were not strong enough for us. We used the program for 1 year and then switch over that had a better UX, marketing integration and that automatically process tax receipts.

Cons

The UX wasn't great. It wasn't intuitive for our team.

Vendor response

Hi Taryn, Chloe here from Capsule. Thanks for taking the time to review us, we really appreciate the feedback. While we do have a number of charities using Capsule we understand it isn't the right fit for everyone - we're happy you've found another solution that works for you!

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Best in Class CRM

Reviewed a year ago

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.

Pros

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...

Cons

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Quick to set up and start getting results

Reviewed 3 years ago

I've used Capsule for several years, as both a free and paid subscriber. It fits like a glove. Does what I need, doesn't force me into a different way of working, has been reliable (if it's ever been down, it wasn't any time I accessed it.) The company is actively developing it. I have used at least a dozen small-business CRM systems. Capsule is like my favorite pair of jeans -- it fits, never gets in the way, and makes me look good!

Pros

Capsule is a good fit for my business. I'm a sole prop. consultant. I need to stay on top of my relationships with each customer to exceed their expectations. With Capsule on my laptop and phone, I can refer to past interactions and update with new ones in real time. With Capsule, I can create my own custom "tracks", action step lists to follow for any process in my sales or support functions. I can...

Cons

The only complaint I have is a minor one - I liked the calendar task view better before the recent update. Now I can't see all my tasks for the month at once, it truncates after 3 or 4 on any given date, and hides the rest. I can still view all the tasks for a day by clicking on it, but it's a slower way to reorganize on a grand scale.

Overall Rating
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  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Use it daily and recommend it to all my clients

Reviewed 7 months ago

I recommend Capsule to clients for simple efficiency. Just getting your tasks sorted according to client or project is a huge benefit and Capsule, to me, is much more intuitive than something like Asana

Pros

For me, task and workflow management make life much easier. No more remembering important calls or actions; they just come up in your dashboard. This is especially relevant when you're toggling several clients at the same time.

Cons

The pipeline forecast graph (revenue forecasted per month) never seems to be correct and I've not been able to figure out how to fix it. This area could be more foolproof. Also, I never look at the latest updates on the 'home' screen even though it takes up most of the space. Imo, this could be replaced with relevant data like the pipeline graph. Better yet, make this a customisable widget area so people can choose what would work best for them.

Vendor response

Hi Linda, Chloe from Capsule here. Thanks for writing a review about your experience with Capsule. We're happy to hear the task and workflow management is helping you out. We have been asked about customising the dashboard before so it's on our radar and we will record your interest against this feature request. If you would like some more help with the pipeline forecast could you send us an email at support@capsulecrm.com then we can answer any questions you might have about that there?

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Likelihood to recommend10/10

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Finaly a solution for my needs!

Reviewed 4 years ago

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....

Pros

Free version is mostly perfect for my needs. Contacts database, contacts history, opportunities creating and following, procedure design and editor, flexibility.

Cons

Free version have a limit to 250 contacts.

Overall Rating
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  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Easy to use and great for quote tracking

Reviewed 6 months ago

Excellent thank you

Pros

I find Capsule really easy to use and manage all my quotes, leads and follow-ups on it. I like that you can have custom fields too, helps for tracking. I have used the system for the last 5 years.

Cons

I don't understand what the cases are??

Vendor response

Hi Paula, Chloe from Capsule here. Thanks for writing a review - we really appreciate it. It's always nice to hear that Capsule is easy to use and is helping people to manage leads. In a nutshell a Case is a storage area or folder where you can keep everything related to a particular project or event that you're working on holding all the relevant information, tasks and history in a common place. Cases...

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Bang-for-buck the best CRM for Xero

Reviewed 4 years ago
Pros

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

Cons

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

Overall Rating
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Needed convincing to use Capsule, but no a convert!

Reviewed 23 days ago
Pros

Honestly, I was sceptical about using Capsule when it first came along. I couldn’t see how tracking tasks or cases could benefit my work. I saw it as another thing I had to do, day to day. I thought the main reason for getting it was to track the relationships, conversations and connections between partners. Since I’ve been using Capsule, I’ve found it really useful for those things. I can check who and what people have been talking to partners about and I can use it to track my own conversations with partners. It’s like creating a story of those relationships. I still don’t use the tasks or cases, but maybe that will come at some point

Cons

As above. In addition, I would like a feature where you can search for a contact and then add them to a list without having to create a task or tag. That would be good.

Vendor response

Hi Mark, Chloe from Capsule here. Thanks for writing a review. We're glad that we've won you over and that you're finding Capsule useful. Also, thanks for your suggestion about searching and adding contacts to lists - I've added you as a +1 for this feature request.

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  • Customer support
  • Likelihood to recommend10/10

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EASY AS PIE

Reviewed 6 months ago

has been great to work with and easy to operate

Pros

Super easy to start using , the pipeline is the best way to keep track of sales process and visually easy to keep track of

Cons

I feel it needs to automatically remind me of thing, I use this to track inquiries and sometimes people fall through the cracks. if for some reason I forget to start an opportunity I won't see the customer on the sales pipeline, maybe its just the way im using this.

Vendor response

Hi Andre, Thanks for writing a review and we're glad that you've found Capsule easy to get to grips with. Moving on to creating Opportunities - There's no in-built functionality in Capsule that will automatically create opportunities from new contacts I'm afraid. Our advice is generally to only add an opportunity once the lead has been nurtured or qualified as a viable sales opportunity - this...

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  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Capsule is the most efficient CRM available

Reviewed 3 months ago

I use 17+ systems (one for each client) and it makes it so easy to track progress

Pros

Ease of use in tracking conversations, email and contacts

Cons

There are no cons to this software that I have identified

Vendor response

Hi Christopher, Chloe here from Capsule. Thanks for taking the time to write a review. We're happy to hear that Capsule is helping you to track your contacts and conversations easily.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Likelihood to recommend8/10

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Relatively Robust, and Affordable!

Reviewed 2 years ago

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.

Pros

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.

Cons

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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One of the best CRMs I've ever used

Reviewed 3 years ago

Capsule has allowed me to keep track of all my leads and prospects. Because I can see how I've interacted with them in the past, I'm able to tailor my follow-up process to ensure a higher conversion rate. Capsule paid for itself in a very short period of time.

Pros

I love the fact that Capsule is one of the easiest CRMs to use. One of the reasons salespeople don't use CRMs is because they feel overwhelmed or because there's a huge learning curve. Not with Capsule. It's easy to learn and they also have a really cool app that allows you to track your contacts directly from your phone, which means you can stay on top of your sales process.

Cons

I think that the free plan should allow a little bit more than the 250 contacts it currently offers, but other than that there aren't really any cons.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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A really great CRM

Reviewed 8 months ago

FANTASTIC!

Pros

Basically I LOVE it as it is so easy to use, the drag and drop on the Calendar (for those times when you just can't get it all done on the day) is so very useful.

Cons

I may be asking too much (or maybe not using it as I could) but I would love to be able to track a work on a project after the deal has been won, a sort of mini project management facility. I may be able to do this with the software as it is - to be honest I am still learning how to use it - but if it were there it would help. But that's me wanting to improve on excellence!

Vendor response

Hi Graham, Thanks for writing a review - we're glad you like Capsule. Just wanted to jump in and offer you some ideas for post-sale. You might like to create a Case. Cases are essentially a storage area for everything to do with a particular project or event. We have a support doc that covers Cases in more detail here https://capsulecrm.com/support/projects-and-events/understanding-cases/. You...

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Likelihood to recommend10/10

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The views of a small business technophob

Reviewed 6 months ago

It is our company database so we use it many times a day. The experience has been good but I'd say that the fact it is reassuring basic will in the long term be an issue.

Pros

Capsule is very easy to use and for someone who hates complex tech it is reassuring straightforward

Cons

We haven't integrated the software with our other systems so we are probably missing a trick. What I like least is the fact that I do have to somethings twice. I probably need some coaching!

Vendor response

Hi Lizzie, Chloe here from Capsule. Thanks for taking the time to write a review. We're glad you're finding Capsule easy to use. Should you ever need help with integrations or to make sure you're getting the most of Capsule you can always read our support docs here: https://capsulecrm.com/support/ and don't hesitate to get in touch!

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Capsule is great!

Reviewed 8 months ago

It's been a joy. Deployed super quick and was working pretty much out the box. It's not bloated like other CRM's with loads of unnecessary fields and functionality that most people dont use anyway.

Pros

It's intuitiveness is certainly my biggest positive. To be able to get the system up and running quickly and efficiently is a massive plus point. It keeps me focussed on what I need to do daily and it has yielded results.

Cons

If I'm being picky I would like the ability to turn some features off. For example I don't use cases so I'd prefer if it just wans't there but it's a minor point.

Vendor response

Hi Barry, Chloe from Capsule here. Thanks for taking the time out to write a review. It's great to hear that you find Capsule so intuitive and that you're seeing benefits from using it!

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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I use this daily as a CRM for my small business contacts, and love how quick and easy it is to use.

Reviewed 3 years ago

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.

Pros

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.

Cons

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.

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