Capsule Reviews

Pros
It’s ease of use and manageability. I find it’s funct works well with rarely a glitch.

Cons
There are lots of features I don’t use due to my not quite understanding all the possibilities.

Rating breakdown

Likelihood to recommend: 9/10

Pros
easy to use exportable data to finance package

Cons
limited usage not multicurrency not all data can be exported to accounts package from capsule

Rating breakdown

Likelihood to recommend: 7/10

Pros
We like the way that Capsule integrates with Freshbooks as well as with Gmail. This is very useful for our business.

Cons
We would like to be able to have a way to job cost within Capsule and integrate that into the Freshbooks program.

Rating breakdown

Likelihood to recommend: 9/10

Pros
Setting and completing tasks is easy. The link to iCalander is good. Tags are great. The link to Xero is good .

Cons
Cannot print the contact name, address and notes on one report. No sync to Unleashed inventory software.

Rating breakdown

Likelihood to recommend: 8/10

Pros
Very easy to use. Not as complicated as other CRM's.

Cons
Wish it was easier to delete files that are no longer needed to save space.

Rating breakdown

Likelihood to recommend: 10/10

Pros
Capsule is very easy to use and also use alongside other programmes such as Mail Chimp which we are currently using for email shots. Very quick and easy to keep records on companies and for others to see notes, sales etc

Cons
The only thing I don't like is that on my iPad I have to look at it upright which doesn't really worth with the case on it.....

Rating breakdown

Likelihood to recommend: 9/10

Pros
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.

Cons
The mobile app is nice but could use some polishing. The UI is decent but could be better, more visual.

Rating breakdown

Likelihood to recommend: 9/10

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. It would also be nice to have a better search and reporting function. The only things you can search for are the person, organization, case, and note content, so every other bit of information you'd like to search for and compile must be placed as a tag, which gets clunky and disorganized easily. There is some sales pipeline reporting, but the options are not as robust as other CRM systems I've used in the past.

Rating breakdown

Likelihood to recommend: 3/10

Pros
Lists of contacts and/or organisations can be generated based on field or tag criteria Data-tagging is a great way to use additional fields within a tag Integration with other systems is seamless Email dropbox is handy for sending notes or copying client correspondence via email Tracks are an absolute life-saver - you can set up tasks in a track to help manage a case or opportunity

Cons
Multiple tasks in tracks can't be allocated to employees

Rating breakdown

Pros
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.

Cons
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.

Rating breakdown

Likelihood to recommend: 9/10

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.

Rating breakdown

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

Rating breakdown

Pros
I love how it sits alongside my Gmail and automatically captures and stores conversations with clients.

Cons
The free version was so restricted, it made it virtually useless.

Rating breakdown

Likelihood to recommend: 9/10

Pros
Able to record in real time. A huge plus as per old method of speaking to new/existing clients and forgetting conversation details the following day or trying to locate the piece of paper with scribbled notes :-)

Cons
Nothing! Would be great if it could refill my coffee cup :-)

Rating breakdown

Likelihood to recommend: 10/10

Pros
What I like most is how easy it is to use.

Cons
There is nothing that I dislike about the software.

Rating breakdown

Likelihood to recommend: 10/10

Pros
Simplicity and functionality. Both web and smart phone apps have very good user interface and work very well. (no bugs)

Cons
In time more capability to customise and add fields

Rating breakdown

Likelihood to recommend: 9/10

Pros
easy and intuative

Rating breakdown

Likelihood to recommend: 10/10

Pros
- Mobile app - Ease of use - Ability to print (I know, old school, but I enjoy being able to print off a list of prospects and dial them) - Tags/categorizations so I can sort different types of leads, prospects, and clients.

Cons
At times, difficult to integrate with texting/calling. Would like to do that more seamlessly from the app

Rating breakdown

Likelihood to recommend: 9/10

Pros
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.

Cons
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.

Rating breakdown

Likelihood to recommend: 7/10

Pros
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)

Cons
No HTML on stored emails Very limited boolean filtering on lists

Rating breakdown

Pros
Wonderful interface and functionality that exceeded our previous setup. Slowed much greater control and tracking of our client info and project sales made.

Cons
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.

Rating breakdown

Likelihood to recommend: 8/10

Pros
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.

Cons
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.

Rating breakdown

Likelihood to recommend: 10/10

Pros
Easy to use, basic CRM functions, well-organized system perfect for most small to medium businesses.

Cons
You need to dig inside of the system to find certain features. Other than this, I'm pleased with this software.

Rating breakdown

Likelihood to recommend: 8/10

Pros
It is really simple to use and cheap. You can easily seed populate in just a few hours and get working fast. Even completely non-tech savvy users will pick it up almost immediately.

Cons
It has no way to easily manipulate multiple records, which means building campaign lists or cleaning up data is a tedious manual process. The import capabilities are very limited and will often duplicate records so you cannot even edit them offline and import the updates. The search function is poor around unstructured data so any legacy data MUST be well categorised using Tags from you seed import or you will never be able to maximise value from it.

Rating breakdown

Likelihood to recommend: 2/10

Pros
The features we needed for our small user base are free, I really hope we can join a paid plan and support this product!

Rating breakdown

Likelihood to recommend: 8/10