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Less Annoying CRM vs Capsule Comparison

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Overview

Category Leaders

A simple customer relationship manager made for small businesses. Track leads, manage contact info, and never miss a follow-up.

Category Leaders

Capsule is the smart simple online CRM. It's used to build stronger customer relationships, make more sales, save time, be...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

No videos yet

Pricing

Starting from

15

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

18

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.8

515

5

4

3

2

1

426

75

10

1

3

  • Value for money
  • Ease of use
  • Features
  • Customer support
99%
would recommend this app

4.5

150

5

4

3

2

1

95

43

10

1

1

  • Value for money
  • Ease of use
  • Features
  • Customer support
96%
would recommend this app

Pros

I have created some awesome systems for tracking referrals and testimonials thanks to their suggestions.
The best feature is that the customer service is as advertised, this company really does help. They also understand our industry which helps in the transition to and use of the product.
LACRM is Affordable and Easy to use. It has been a great addition to our business, helping us keep track of test tools, customers, and new leads.

Pros

This software is very easy to use, and we have had great success with using it to communicate internally to better serve our clients.
What initially attracted us to this CRM was its cost effectiveness. I was impressed by how easy it was to deploy and run.
Nice integration with Socials to retrive people information (pictures). Some basic easy to use integration with msot popular tools like Mailchimp, Xero, Zendesk.

Cons

We haven't found anything about the app that is a problem for us.
Haven't used it enough to see if there is anything missing.
There are some features in development I am anxious to see roll out, but none of them are business critical.

Cons

The free version was so restricted, it made it virtually useless.
I think we had some trouble when trying to connect to Mail Chimp. From memory it took a long time to get it right.
No multiple records (create campaign lists and cleaning up is horror).
  • Vendor responds to reviews
  • Last review13 days ago
  • Vendor responds to reviews
  • Last reviewa month ago

Key features

  • Total features61
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Activity/News Feed
  • Alerts/Notifications
  • Appointment Management
  • Assignment Management
  • Budgeting/Forecasting
  • Business Process Control
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call List Management
  • Call Logging
  • Campaign Management
  • Cataloging/Categorization
  • Channel Management
  • Client Management
  • Client/Property Matching
  • Collaboration Tools
  • Commenting/Notes
  • Commission Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Customer Database
  • Customer Segmentation
  • Customer Support
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Data Management
  • Data Synchronization
  • Data Visualization
  • Deal Management
  • Document Management
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Event Triggered Actions
  • FAQ
  • Field Sales Management
  • File Management
  • For Financial Institutions
  • For Insurance Industry
  • For Mac Devices
  • For Real Estate
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forecasting
  • Graphical Data Presentation
  • Interaction Tracking
  • Internal Chat Integration
  • Kanban Board
  • Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Marketing Automation
  • Mobile Access
  • Mobile App
  • Monitoring
  • Multi-Currency
  • Opportunity Management
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Predictive Analytics
  • Process/Workflow Automation
  • Product Catalog
  • Prospecting Tools
  • Quotes/Estimates
  • Real Time Notifications
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • Sales Activity Management
  • Sales Automation
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Social Media Integration
  • Source Tracking
  • Tagging
  • Task Management
  • Task Scheduling
  • Team Assignments
  • Template Management
  • Territory Management
  • Third Party Integrations
  • Visual Analytics
  • Web Forms
  • Web-based Deployment
  • Workflow Management
  • XML/RSS
  • Total features97
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Activity/News Feed
  • Alerts/Notifications
  • Appointment Management
  • Assignment Management
  • Budgeting/Forecasting
  • Business Process Control
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call List Management
  • Call Logging
  • Campaign Management
  • Cataloging/Categorization
  • Channel Management
  • Client Management
  • Client/Property Matching
  • Collaboration Tools
  • Commenting/Notes
  • Commission Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Customer Database
  • Customer Segmentation
  • Customer Support
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Data Management
  • Data Synchronization
  • Data Visualization
  • Deal Management
  • Document Management
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Event Triggered Actions
  • FAQ
  • Field Sales Management
  • File Management
  • For Financial Institutions
  • For Insurance Industry
  • For Mac Devices
  • For Real Estate
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forecasting
  • Graphical Data Presentation
  • Interaction Tracking
  • Internal Chat Integration
  • Kanban Board
  • Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Marketing Automation
  • Mobile Access
  • Mobile App
  • Monitoring
  • Multi-Currency
  • Opportunity Management
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Predictive Analytics
  • Process/Workflow Automation
  • Product Catalog
  • Prospecting Tools
  • Quotes/Estimates
  • Real Time Notifications
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • Sales Activity Management
  • Sales Automation
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Social Media Integration
  • Source Tracking
  • Tagging
  • Task Management
  • Task Scheduling
  • Team Assignments
  • Template Management
  • Territory Management
  • Third Party Integrations
  • Visual Analytics
  • Web Forms
  • Web-based Deployment
  • Workflow Management
  • XML/RSS

Integrations

  • Total integrations16
  • Constant Contact
  • Gmail
  • Google Analytics 360
  • Google Calendar
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Mailchimp
  • Meta for Business
  • Microsoft Outlook
  • PayPal
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • Twitter
  • WordPress
  • Xero
  • Zapier
  • Zendesk Suite
  • Total integrations159
  • Constant Contact
  • Gmail
  • Google Analytics 360
  • Google Calendar
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Mailchimp
  • Meta for Business
  • Microsoft Outlook
  • PayPal
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • Twitter
  • WordPress
  • Xero
  • Zapier
  • Zendesk Suite

User reviews that mention these apps

HJ
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Harry J.

Marketing and Advertising, 1-10 employees

Used daily for 1-2 years

Review source

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

Share this review:

Capsule logo

Capsule

Great lightweight CRM

Reviewed 6 years ago

Capsule CRM is a great lightweight CRM which lets you get started straight away. It's simple to set up and a very good CRM when you're first getting started. It's got great integrations between systems, a hook up to XERO which is very handy to see invoices that are attached to the client. The other great part is the custom functionality you can build into the system, it takes a little bit of time but its really worth it. The only thing that stops me from using it now is it's not a marketing automation tool and our business needs a crm+MA in one software.

Pros

Easy to use Very little Setup Great integrations

Cons

Not a marketing automation + CRM

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Peter M.

Aviation & Aerospace, 1-10 employees

Used daily for 6-12 months

Review source

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

Share this review:

Capsule logo

Capsule

Best CRM I've ever used

Reviewed 2 years 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!

YZ
AvatarImg

Yelena Z.

Financial Services, 51-200 employees

Used daily for less than 6 months

Review source

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

Share this review:

Capsule logo

Capsule

Great CRM

Reviewed 2 years ago

Great

Pros

Easy to use CRM, one of the best I worked with. - I am Global Head of Investor Relations, and I definitely need a well working CRM.

Cons

N/A - Have not found a drawback yet ....

Vendor response

Hi Yelena, Thanks for taking the time to write a review - we really appreciate that. We love hearing that Capsule is easy to use as that's exactly how we've designed it!

JB
AvatarImg

James B.

Education Management, 1-10 employees

Used weekly for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

Share this review:

Capsule logo

Capsule

It's pretty good but quite complex

Reviewed 5 years ago

CRM management that works online and on mobile devices!

Pros

It does so much. This is good for a lot of businesses but for my usage I feel like a lot of the functions I am not interested in get in the way. Which I guess is a negative, but for the businesses who need a CRM tool that does EVERYTHING, this would be a great solution.

Cons

My CRM needs are probably not that big, which means that a lot of the tools get in the way, they don't feel easy or smooth to get to. Lots of click and different screens

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Nathaniel L.

Insurance, 51-200 employees

Used daily for 6-12 months

Review source

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

Share this review:

Capsule logo

Capsule

Great Secondary CRM

Reviewed 2 years ago

Capsule was easy to set up, easy to learn and then train others on, and it’s very intuitive unlike other CRMs

Pros

Easy to use, intuitive easy to train how to use for new employees. Great powerful CRM tool. Has many robust features to make sure all my bases are covered.

Cons

Some features of high budget CRM systems are not present, like the ability to contact within the program.

Vendor response

Hi Nathaniel, Thanks for taking the time to leave a review - we're glad you're finding Capsule so easy to set up and use.

MM
AvatarImg

Matt M.

Telecommunications, self-employed

Review source

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

Share this review:

Capsule logo

Capsule

Great starter CRM for iiduals and small business

Reviewed 3 years ago

AS mentioned this is a great CRM to start with and the free version has everything you will need to organize and manage customers, especially if you're a service based business, including SaaS.

Pros

This light weight CRM is simple and easy to get started with. As a small business owner or individual this is a great CRM to start with that allows you to import contacts, manage notes and tasks for customers and organize your leads.

Cons

The lack of marketing integration such as running campaigns and tracking website visitors, but I would think that will be rolled out in due time, how ever I have had to keep searching for a few missing features to deploy on a larger scale.

Vendor response

Hi Matt, Chloe here from Capsule. Thanks for your review of Capsule - we're really glad you've found Capsule easy to use and appreciate the points you've made.

JD
AvatarImg

Juliusz D.

Professional Training & Coaching, 11-50 employees

Used weekly for 1-2 years

Review source

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

Share this review:

Capsule logo

Capsule

Great product, easy to use for basic CRM

Reviewed 6 years ago

Organizes my work and contacts with ease, but some features are more difficult to find.

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.

AR
AvatarImg

Verified reviewer

Internet, 1-10 employees

Used daily for 2+ years

Review source

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

Share this review:

Capsule logo

Capsule

One of the best CRM solutions

Reviewed 4 years ago
Pros

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.

Cons

Honestly, I don't really have much to complain about Capsule!

RA
AvatarImg

Rimi A.

1-10 employees

Used daily for less than 6 months

Review source

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

Share this review:

Capsule logo

Capsule

Excellent CRM toolset

Reviewed 4 years ago

So far no major issues, a far greater tool set than other crm software we’ve worked with recently.

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.

ER
AvatarImg

Elle R.

Used daily for less than 6 months

Review source

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

Share this review:

Capsule logo

Capsule

Simple to use

Reviewed 5 years ago
Pros

Very basic CRM tool. Get for lead management . The free version is great for organizing my contacts and opportunities.

Cons

The app could use improvements. I like to be able to work on the go. Wish the contacts could be integrated with the ones in my phone.

AH
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Adam H.

Financial Services, 1,001-5,000 employees

Used weekly for 1-2 years

Review source

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

Share this review:

Capsule logo

Capsule

A great lightweight CRM

Reviewed 5 years ago

I've really enjoyed using Capsule CRM as an inexpensive, efficient way to monitor my interactions with my top prospects.

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

TN
AvatarImg

Thomas N.

Information Technology and Services, 1-10 employees

Used daily for 1-2 years

Review source

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

Share this review:

Capsule logo

Capsule

Capsule CRM - great product

Reviewed 7 months ago

The ability to track your sales pipeline and customize the stages and categories has been the most valuable part.

Pros

Capsule CRM is great for a small business CRM. We use it primarily for contact management and sales pipeline tracking. We love the Outlook integration so that it stores your email activity. Also, the ability to customize your own categories for contacts, customers and the stages of your sales cycle -- all of this is great.

Cons

I don't really use the calendar feature, but that's not to say it wouldn't be useful if someone wanted that option. I think the only potential drawback some may have is that Hubspot has their free version, which has some similar functionality to Capsule CRM. However, what is GREAT about Capsule is its simplicity. We also looked at Hubspot, but it was overly complex for our small business needs.

Vendor response

Hi Thomas, Chloe from Capsule here. Thanks for taking the time to write a review. We're so glad to hear that Capsule suits your needs and is helping you to manage your sales efficiently.

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Ilia T.

Information Technology and Services, 1-10 employees

Used daily for 1-2 years

Review source

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

Share this review:

Capsule logo

Capsule

Pretty good.

Reviewed 2 years 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.

AR
AvatarImg

Verified reviewer

Computer Software,

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

Share this review:

Capsule logo

Capsule

OK CRM for the Price

Reviewed 5 years ago

I have to have a CRM in place for my company to keep clients tasks organized. We manage hundreds of clients daily.

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.

AR
AvatarImg

Verified reviewer

E-Learning, 11-50 employees

Used daily for 6-12 months

Review source

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

Share this review:

Capsule logo

Capsule

A CRM for startups - everything you need and nothing you don’t

Reviewed 3 years ago
Pros

It is a highly customizable software CRM. Track every interaction with stakeholders using the web app, email plugins, and most importantly the iOS app! The app uses the cloud based client database as a sort of substitute for your phone’s address book, phone dialer, and portal to add client interactions. Best mobile app for a CRM platform!

Cons

It can be tricky linking interactions with multiple stakeholders.

Vendor response

Hi Chloe here from Capsule. Thanks for your review of Capsule and your support - we're really glad you like the mobile app. As for linking interactions with multiple stakeholders, if we can understand a little more about how you want interactions linked we may be able to offer some options or understand whether there are some ways we can amend Capsule. If you can write to us directly at support@capsulecrm.com then our support team will be able to help you out.

IF
AvatarImg

Iain F.

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

Share this review:

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Capsule

A solid CRM

Reviewed 6 years ago

Capsule is a solid CRM that has great integrations. It's not flashy, but it does the job well. Ideal for tracking customer interactions.

Pros

No pros were added to this review

Cons

No cons were added to this review

DL
AvatarImg

David L.

Health, Wellness and Fitness, 1-10 employees

Used weekly for 6-12 months

Review source

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

Share this review:

Capsule logo

Capsule

Thoughts and opinions on Capsule CRM

Reviewed 8 months ago

The Free CRM segment of this market is flooded with products which promise a lot but deliver very little - then attempt to extort money for what was billed as a free service. Capsule's most redeeming feature is that it works and it really is free to use - integrity like this is a BIG plus for a business like ours.

Pros

I like the fact that it's very easy to set up. Adding new contacts and their respective organizations is swift and seamless. What I like most about Capsule is that it is a proper CRM system which is made available to small businesses free of charge - when we've grown enough to warrant spending money on CRM - Capsule has already crossed the finishing line.

Cons

There are some GUI flaws which make navigation a little difficult, but these are merely tweaks to what is a robust and simple-to-use system.

Vendor response

Hi David, Chloe from Capsule here. We're really pleased to hear that you're enjoying using Capsule and that it's helpful for your business.

SM
AvatarImg

Steve M.

Computer Software, 1-10 employees

Used daily for less than 6 months

Review source

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

Share this review:

Capsule logo

Capsule

Excellent for bootstrapped budgets

Reviewed 6 years ago

In these early days, we need a CRM to help us keep track of our interactions with our growing user base. Capsule CRM allows us to easily record customer details via their API and log all emails using the drop box email address. It's a really simple-to-use bit of kit and has helped us achieve our goals. Would recommend!

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!

Cons

No cons were added to this review

SA
AvatarImg

Sanford A.

Public Relations and Communications, self-employed

Used daily for less than 6 months

Review source

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

Share this review:

Capsule logo

Capsule

Great CRM from Capsule

Reviewed 2 years ago
Pros

Capsule is functional and a great CRM software. Reminders of what tasks are due and when you are overdue. You can track your pipeline with ease.

Cons

No cons at this point based on my needs.

Vendor response

Hi Sanford, Chloe from Capsule here. Thanks for taking the time to leave a review. We're really happy that Capsule is helping you track your pipeline!

BR
AvatarImg

Brian R.

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

Share this review:

Capsule logo

Capsule

Great CRM for Startups

Reviewed 6 years ago

This is a very basic CRM but can be very valuable if you need a program to help you log contacts with potential clients and prospects.

Pros

Easy to use.

Cons

A few limitations. But they are constantly updating.

BL
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Beth L.

Individual & Family Services, self-employed

Used weekly for 2+ years

Review source

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

Share this review:

Capsule logo

Capsule

Best in Class CRM

Reviewed 3 years 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.

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Murray C.

Professional Training & Coaching, self-employed

Used daily for 2+ years

Review source

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

Share this review:

Capsule logo

Capsule

Simple, easy to use CRM software

Reviewed 4 years ago

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.

Pros

Intuitive UI Easy to use Uncomplicated Email dropbox

Cons

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.

AR
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Verified reviewer

Marketing and Advertising, 1-10 employees

Used weekly for less than 6 months

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

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Capsule

Great and easy to use!

Reviewed 3 years ago

It has helped improve the efficiency of our sales pipeline, allowed us to visualise this pipeline and been great at contact management

Pros

We love capsule and how easy it is to use. We used salesforce on a clients account and found it very difficult to use and learn. Capsule pricing is very fair and it is great with g-suite integration.

Cons

Capsule does have limited functionalities. The free version is also very limited as it is only available for 250 contacts or less.

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Arlène v.

Health, Wellness and Fitness, 501-1,000 employees

Used weekly for 1-2 years

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Capsule

A simple but powerful CRM platform

Reviewed a year ago
Pros

The one thing I like the most about Capsule is its simplicity. It might not have all the "bells and whistles" that other CRM platforms have but it does its job. The sales pipeline, for example, it is very good because it is intuitive and gives you the key information you need for lead generation and sales – including clear analytics that show you how things have been going. Another thing I am a fan of are Capsule's tasks and their automation. Simply lay out a process and break it into steps, or tasks, and have each one become active once the task that came before has been completed. For me, a mobile app is something I always look at when picking up a tool, so it was great to see that Capsule does have one, which means that I can work even when I am not at my computer.

Cons

While Capsule has a free plan, it comes with a contacts limit that you are likely going to hit in a few months. This may not seem like a problem when you are getting started but it may turn out to be a bit of an issue if you decide to opt for a different CRM solution and need to migrate everything from Capsule. Also, keep in mind that Capsule might not have some features you may want a CRM to have so I would suggest looking at its features list carefully before signing up.

Vendor response

Hi Arlene, Thanks for writing a review about Capsule. We really love hearing how our customers appreciate how simple and intuitive it is to use. I'll be sure to let the team know the mobile app and the tasks features are really useful to you!

PK
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Prathamesh K.

Architecture & Planning, 1-10 employees

Used daily for less than 6 months

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

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Capsule

A complete CRM with Easy to Use and Simplicity.

Reviewed 2 years ago

For an Architectural Firm like ours, it is minimalist and not complicated. Workflow is natural and well organized. Fun to work on. It gives a clear big as well as a micro picture of the overall business development efforts.

Pros

The ability to plan & track activity for contacts is what attracted me to Capsule CRM. The feature to add Tracks to Leads is a winner! It's clean and clutter-free. It is easy to use and not overwhelming.

Cons

The dashboard can show more reports. The activity of Pipeline Track should show up on Dashboard. Should be able to add notes to the reason for Won or Lost Leads.

Vendor response

Hi Prathamesh, Thanks so much for writing a review. We're so glad you're finding Capsule easy-to use. It's always our aim to give our customers a great user experience without compromising on features. As for the dashboard - you're not the first one to ask for more customisation there, so what I've done is added your name against this feature request so if we do develop this we'll let you know....