Capsule Software


 

Capsule from Zestia is a cloud-based CRM application that enables small and midsize organizations to keep track of the people and organizations they do business with, along with their interactions and opportunities in the sales pipeline. Capsule also provides a ticket management module to help employees resolve customer support inquiries. Tasks and notifications assigned to contacts, deals and cases help users understand what needs to be done when.

Capsule offers many customization options to help tailor the system to meet the needs of different businesses, including custom fields, tags and branding options. It also allows users to define sales processes with configurable milestones for each stage of the pipeline. Each milestone is linked with a success criterion that is used to generate revenue forecasts.

Capsule supports integrations with a range of leading small-business solutions for customer support, email marketing, document management and accounting. The solution is available on a per user per month subscription basis.

 

Capsule - Home
 
  • Capsule - Home
    Home
  • Capsule - Contact profile
    Contact profile
  • Capsule - Contact list
    Contact list
  • Capsule - Sales pipeline
    Sales pipeline
  • Capsule - Tasks
    Tasks
  • Capsule - Calendar
    Calendar
Supported Operating System(s):
Windows 7, Windows Vista, Windows XP, Mac OS, Linux, Web browser (OS agnostic), Windows 2000, Windows 8

71 Reviews of Capsule

 

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Software Advice Reviews (13)
More Reviews (58)

Showing 1-13 of 13

Sean from Rocky Point Maintenance
Specialty: Other services
Number of employees: 1 employee Employees number: 1 employee

November 2018

November 2018

Fantastic and affordable option

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

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.

Review Source
 
 

Elizabeth from SIG Skylights
Specialty: Manufacturing
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2018

August 2018

FAirly simple interface, low price, customizable with unlimited custom fields!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Nope.

Pros

The customer service was amazing. I am NOT a data not a tech person, but when my hired gun failed to do the import properly, I did it myself with the help of The super people at Capsule - over email! I love that the custome fields are easy to add, and the interface for the CRM is intuitive.

Cons

Nothing so far. Well, I wish I could do mass emails without using an App like Mail Chimp, but that is probably for the best and I just do not realize it!

Review Source
 
 

Socrates from Panos Management
Specialty: Real Estate
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2018

July 2018

Simple, straightforward, and powerful. Great for small teams

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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.

Pros

It's intuitive so getting your team on it and started won't be difficult, even if they're not tech savvy. The layout is clean and straightforward too - helps keep the focus on selling (your initial contact with prospects and the required follow up). Priced fairly too.

Cons

If you have a big team, you can probably find other alternatives for what it will end up costing you. The general features are great but once you move into more of the advanced stuff, it can be a headache - those who aren't tech savvy will struggle.

Review Source
 
 

John from Cliffco Mortgage Bankers
Specialty: Banking
Number of employees: 51-200 employees Employees number: 51-200 employees

June 2018

June 2018

Perfect for a small business

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

Pros

It was easy to learn, as well as easy to use. Easy on the budget. I customized it so all by myself without having to wait for tech support which usually takes to much time.

Cons

Can not really think of anything negative at this point. I hope nothing pops up because it is totally within my budget.

Review Source
 
 

Stephen from Stephen Taylor & Associates Ltd.
Specialty: Consulting
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2018

May 2018

Simple But Functional

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Overall, Capsule was in my top 3 CRMs for small businesses.

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.

Review Source
 
 

Alisdair from MAPS Partners
Specialty: Consulting
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2018

February 2018

Very simple but missing key features

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

You get what you pay for and Capsule is a cheaper option. Generally I have implemented more complex systems for clients but opted for Capsule for a small and not technically sophisticated (contract cleaning company) client. It lead me down a bit of a cul-de-sac when trying to plan out sales campaigns and clean and selectively import organisation/ contact data.

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.

Review Source
 
 

Kelly from Martin Moran Roofing
Specialty: Construction
Number of employees: 11-50 employees Employees number: 11-50 employees

January 2018

January 2018

User Friendly

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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.

Review Source
 
 

Adam from Wintrust Mortgage
Specialty: Mortgage
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

December 2017

December 2017

A great lightweight CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

Review Source
 
 

Nicola from Wetheralds
Specialty: Construction
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2017

November 2017

Great for very basic user...

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

Pros

Really easy to use and get up and running with Capsule - a simple workflow included at a great price.

Cons

The reporting is very light with no obvious integration offered and lack of user permissions a deal breaker :-(

Review Source
 
 

Shuna from Cinematic Wings
Specialty: Real Estate
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2017

January 2017

Keep all your contacts in one central place

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

When I started looking for software that would help the team work from the same information, Capsule fitted the bill. It took a while to get all my contacts entered, but once I had, the sales team were able to view my notes as well as add their own. It's revolutionized the way we work together.

Pros

Easy to use, great design.

Advice to Others

If you don't use CRM yet, try this out. The free version is enough for a small business and it will help to keep everyone updated on where things stand in the sales/contact process.

 
 

Jeff from Auto Payment Finder, Inc.
Specialty: Advertising

August 2016

August 2016

Easy to learn product and terrific responses to questions

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Likes Best

I have administrator rights for the software. I find it extremely easy to use. Teaching other s the basics has been very positive too.

Likes Least

The only issue I have is with individuals being able to view other people's contacts etc. I would like the ability to have more options with regards to settings.

Recommendations

Our reps are terrific with quick responses and are very thorough. When you run into any type of problem they help

 
 

Juan from CSR, LLC
Specialty: Consulting

April 2015

April 2015

Purchased this as a tool for my company

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

My Client Managers were really struggling with the ability to get their work done quickly and efficiently; collaboration was a real issue as well.
Excel spreadsheets, though useful, had outlived their utility.

Likes Least

The full functionality of other CRMs isn't present, but we don't really need it right now.

Recommendations

Research well before pulling the plug; we have an awesome team member that made the decision easy for us.

 
 

Rosi from CSR-Atlanta
Specialty: Consulting

March 2015

March 2015

Capsule: Simple But Powerful

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

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.

Likes Least

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).

Recommendations

Use the support site! It covers pretty much everything you'll ever ask, really well. Capsule is really responsive via email and social media, as well.
Use it every day. The sales people weren't really sold on the idea of a CRM and didn't want to use it, and I had to really get on them for a little while (I even deleted the spreadsheets they were using to keep track of their pipeline!). It ended up paying off, because they swear by Capsule now.

 
 
 
Showing 1-20 of 58

Nicola from Medical Industry Limited
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2018

December 2018

Capsule CRM review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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.....

Review Source: Capterra
 

Fritz from EyeFly
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2018

November 2018

Great CRM for B2B relations

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Fantastic. Enter customer data once migrates automatically to xero for invoicing and manages our mailing lists in mail chimp.

Pros

Its easy to use free of feature creep that so many CRM suffer from. We are a B2B business and Capsule does everything you want it to do. The support is fantastic and really needs 10 stars not 5. Its easy to configure has all the integrations with Xero and mail chimp we need and its fast.

Cons

Some of the fields require opening and saving as opposed to modern just enter fields.

Review Source: Capterra
 


November 2018

November 2018

The perfect CRM for start ups and fast growing SMBs

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Capsule is one of the cornerstones of our sales organisation.

Pros

Good value for money, quick setup, reasonably customizable, easy to use. Good integration with G-Mail and Mailchimp.

Cons

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.

Review Source: Capterra
 

Hubert from Newfoundland Energy Services Ltd.
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2018

November 2018

Usefull, simple, functional

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

So far very good experience. Good to have the interface with Freshbook which we also use.

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

Review Source: Capterra
 

Juliana from Reliant Roofing Inc.
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2018

November 2018

Absolutely love capsule!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

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

Cons

There is nothing that I dislike about the software.

Review Source: Capterra
 

Murray from Accelerando Ltd.
Number of employees: 1 employee Employees number: 1 employee

November 2018

November 2018

Simple, easy to use CRM software

Ease-of-use

Functionality

Product Quality

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value

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.

Review Source: Capterra
 

Josephine-Marie from our lady of the lake university
Number of employees: 51-200 employees Employees number: 51-200 employees

October 2018

October 2018

LOVE it!!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

I like this software on how it organizes the email and sale everything for me so I don't have to go looking for the things that is needed for sales. It helps with staying on track with the customers

Cons

the only thing that is least liked is the calendar but other then that everything is good.

Review Source: Capterra
 

Nicola from Harris Agencies
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2018

October 2018

Easy to use great value

Ease-of-use

Functionality

Product Quality

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value

I use it to maximise customer information and to track progress.

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.

Review Source: Capterra
 

Murray from Professional Training & Coaching
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2018

October 2018

Good, solid basic CRM system

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Overall, Capsule provides me with a great way to manage several thousand prospects and a hundred or so customers.

Pros

Easy to use
Intuitive interface
Customisable tags

Cons

Task view is very basic, just serves up the tasks in date order - if there was a way to prioritise tasks it would be awesome
Could do with more ability to customise reports

Review Source: Capterra
 

Marie from Groupe La Feuille Verte
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2018

October 2018

Easy CRM for your basic needs

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Very simple and intuitive to use. I like the integration with Gmail. I also like the app available on iOS and Android.

Cons

I don't like that we can't tag a new person or organisation directly in GMail with the addons. I have to go back to capsule to add the tag.

Review Source: Capterra
 

Bill from ComputAssist
Number of employees: 1 employee Employees number: 1 employee

September 2018

September 2018

Quick to set up and start getting results

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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 create my own custom fields and color-coded tags.

There are a good number of integrations with other web apps, you just have to see if yours is on the list. I use it with Harvest for time recording and Xero accounting. They also offer a good API. It took me an evening to write a script to copy every action logged in Harvest into the customer notes in Capsule.

I have no use for the team collaborative aspects of Capsule so can't comment on them.

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.

Review Source: Capterra
 


September 2018

September 2018

Features and Format Lacking, Good for the Basics

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality

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.

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.

Review Source: Capterra
 


August 2018

August 2018

Capsule CRM !!!

Ease-of-use

Functionality

Product Quality

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value

Overall awesome experience

Pros

- Excellent tool for managing sale leads
- Easy to use GUI
- Easy customer communication tracking with leads
- Task delegation to team
- Easy sale pipelines management
- Integration with help desk portals
- Integrations with G Suite

Cons

- No integration with Office 365
- No mass mailouts in capsule for marketing purpose
- Free trail requires credit card which isn't good

Review Source: Capterra
 


May 2018

May 2018

Been using Capsule for over two years, and it's easy to track leads, clients and tasks per project.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Cost efficient way to keep daily tasks organized.

Pros

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

Cons

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,

Review Source: Capterra
 


April 2018

April 2018

Simple and smart CRM solution for startups!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

The interface is simple but modern and intuitive. The bundled mobile app is convenient on the go. Integration with Xero and Google suite is just perfect. It syncs with Google contacts, Gmail integration feels like it's built-in, no need to install and maintain pesky Chrome extensions! There's also Google tasks integration that we plan to explore. With Xero, we can sync customer information and manage it solely in Capsule. Invoices and overdue payments can also be seen in one place inside Capsule.

Cons

As a startup who explores and experiments with business processes a lot, changing requirements also needs fast solutions. Capsule integration with third-party apps is really good but not perfect. Capsule lets you use their app however you please and does not suggest best practices out of the box. This freedom can sometimes lead to a lot of research, analysis paralysis, and being stuck. We reached that point but customer support was so awesome that they went out of their way to walk us through the most viable solution available.

Review Source: GetApp
 

Yan from Premium Consulting

March 2018

March 2018

We tried to fit Capsule to our sales process but messed some features.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

This software integrates well with G Suite - and we love and use G Suite. We also liked Sales Pipeline - default Customer Centric Pipeline is close to what we feel is our sales process is.

Cons

Some features we need are only in advanced edition, tracking of emails is done via bcc. I always forget to bcc emails.

Review Source: Capterra
 

Elle from Chicago Public Media

March 2018

March 2018

Simple to use

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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.

Review Source: Capterra
 

James from PersonalFinanceGenius.com

December 2017

December 2017

One of the best CRMs I've ever used

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Review Source: Capterra
 


December 2017

December 2017

OK CRM for the Price

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Review Source: Capterra
 

Scott from Mid-Shore IT
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2017

November 2017

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Review Source: Capterra