Capsule Software

Great CRM for B2B relations

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.

Usefull, simple, functional

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

Simple, easy to use CRM software

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.

Fantastic and affordable option

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.

LOVE it!!

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.

Easy to use great 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.

Good, solid basic CRM system

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

Easy CRM for your basic needs

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.

Quick to set up and start getting results

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.

Features and Format Lacking, Good for the Basics

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.

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

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!

Capsule CRM !!!

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

Simple, straightforward, and powerful. Great for small teams

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.

Perfect for a small business

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.

Simple But Functional

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.

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

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,

Simple and smart CRM solution for startups!

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.

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

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.

Simple to use

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.

Very simple but missing key features

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.