All Capsule Reviews

1-25 of 147 Reviews

Sort by

Reviews are by default sorted by Recommended to software buyers, driven by our proprietary algorithm reflecting the depth and quality of the review, recency of experience, and other factors. As a neutral reviews platform, the star rating of the review is not considered in the "Recommended" ranking, and there is currently no voting mechanism that would allow site visitors to influence the ranking.
User Profile

Ilia

Verified reviewer

Information Technology and Services, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

FUNCTIONALITY

4

Reviewed February 2021

Pretty good.

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.

Replied February 2021

Dave

Professional Training & Coaching, 1 employee

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed September 2020

Simple and Functional

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

Reason for choosing Capsule

it was the easiest to use and the price point was great.

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 account. This is what non-google users use for storing emails. You can learn more about storing emails using the Capsule Mail Drop Box here: https://capsulecrm.com/support/setup-and-configuration/storing-emails/#understanding-the-mail-drop-box. If they are finding that emails aren't being stored on their contacts as expected, could you please email support@capsulecrm.com and we can investigate further.

Replied September 2020

Taryn

Non-Profit Organization Management, 2-10 employees

Used less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

3

EASE OF USE

3

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

3

Reviewed September 2020

Not Ideal for a Charity CRM

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.

Reason for choosing Capsule

We had an employee that had some experience with it and could navigate the program. We stuck with it for 1 year and switched over to Keela.

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!

Replied October 2020

Sheron

Insurance, 1 employee

Used weekly for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2020

Great Easy To Use Affordable CRM

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

Reasons for switching to Capsule

Capsule had all of the features I was looking for without the price tag. I switched when I found myself favoring capsule over Quotit

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.

Replied December 2020

Jonathan

Media Production, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

FUNCTIONALITY

5

Reviewed February 2023

Easy to use, keeps my lead tracking process organised

It's positive - solves a problem, makes my life easier so it's a thumbs up from me.

PROS

I love that it's easy to use, keeps my lead tracking process organised. No complicated features. I set reminders and track everyone I have contacted. I can access all features really easily and it just makes my sales and marketing manageable - without additional functions I won't use or need.

CONS

When I import a CSV file - I need to format it slightly for it to identify all the columns - just an extra step which is a bit of a pain but not a biggy.

Reason for choosing Capsule

Does exactly what I want without the other stuff that make CSMs so more complicated and heavy

Vendor Response

Hi Jonathan, Thanks for taking the time to write a review- we really appreciate that. We're glad to hear that Capsule is keeping you organised and you're easily able to manage your sales and marketing using it. As for the import process are you having to change the format from ; to , separation? We're always looking at ways to improve this process and would love to hear more specific details. If you could email support@capsulecrm.com then our team can help you out.

Replied February 2023

Andy

Wholesale, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed February 2021

Good stuff

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.

Reason for choosing Capsule

suited our needs best for now and also for future

Reasons for switching to Capsule

better product, much better interface and customer support

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.

Replied February 2021

Barry

Accounting, 2-10 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2020

Capsule is great!

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.

Reason for choosing Capsule

I wanted a bit more historical data and the ability to set reminders and plan a sort of workflow. That wasn't available in Pipedrive.

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!

Replied August 2020

Reuben

Verified reviewer

Information Technology and Services, 2-10 employees

Used daily for more than 2 years

Review Source: GetApp

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

3

FUNCTIONALITY

4

Reviewed April 2017

Bang-for-buck the best CRM for Xero

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

User Profile

Eduardo Joel

Verified reviewer

Marketing and Advertising, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

3

CUSTOMER SUPPORT

3

FUNCTIONALITY

3

Reviewed November 2021

The best CRM money can buy

excellent, anyone can use capsule and not just the super techies

PROS

The client management, and the ability to keep things easy to use and not over complicate day to day activities

CONS

The search bar feature could be improved as search key words rather than phrases

Vendor Response

Hi Eduardo Joel, Chloe from Capsule here. Thanks for taking the time to write a review. Also, thanks for submitting your feedback regarding the search bar - I'll be sure to add your name against this as a feature request. Above all though, we're so glad to hear that you're finding Capsule easy to use.

Replied November 2021

User Profile

Murray

Verified reviewer

Professional Training & Coaching, 1 employee

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

4

FUNCTIONALITY

3

Reviewed November 2018

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.

Beth

Individual & Family Services, 1 employee

Used weekly for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2019

Best in Class CRM

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 APIs for integration with email marketing tools and other applications. I really appreciate the task tracking, the ability to track potential customers through a customizable sales funnel, and the capacity for creating cases for tracking interactions with related to a particular person, organization, or project. I also like the ease with which I can create my own "tracks" for processes that I often repeat.

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.

Reason for choosing Capsule

Best fit for our needs

Paula

Automotive, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed October 2020

Easy to use and great for quote tracking

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 are one of the most versatile features within Capsule, giving you flexibility to set up different processes and workflows and store a wide variety of information. A Case gives you easy access to share everything you need for your day to day work rather than storing it across several systems (and filing cabinets). Our support docs feature quite a comprehensive guide to Cases which might help you figure out if they would be suitable for you to use. You can find that here: https://capsulecrm.com/support/projects-and-events/. Do you think these could work for you?

Replied November 2020

Dolan

Wholesale, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

3

Reviewed April 2021

Capsule Feedback

Not a bad system for the price we are paying.

PROS

Fairly easy to use along with the cheap cost

CONS

The integration with Quickbooks is not the best to be honest. We have had to disable the interaction as it was changing the records we had originally set up in Quickbooks. Also was not a simple click of a button to see the previous sales, you have to continuously sign into quickbooks when you want to see records, a bit pointless really.

Vendor Response

Hi Dolan, Chloe from Capsule here. Thanks for taking the time to write a review. We're glad you're finding Capsule easy to use and good value for money. Sorry to hear that our QuickBooks integration isn't quite what you expected. When setting up the integration any information in Capsule and QuickBooks should match otherwise Capsule would overwrite any differences. After that, the integration will push any changes in Capsule to QuickBooks as it treats Capsule as the source of truth so it's best to always make changes in Capsule. As long as you are logged into QuickBooks the link to open in QuickBooks will work. This is so that Capsule users who aren't QuickBooks users can't click through and access all the data in your QuickBooks account. If you'd like any more help or support with QuickBooks or Capsule in general our support team are always happy to help. You can reach them at support@capsulecrm.com.

Replied April 2021

Andre

Construction, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed October 2020

EASY AS PIE

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 is to prevent your Capsule account filling up with opportunities that never get off the ground. What you're looking to do can be achieved, but it requires the use of a 3rd party tool called Zapier. Are you familiar with Zapier at all? To explain Zapier is what we call an integration platform which connects different services that don't normally have their own integrations with each other and they support Capsule. Check them out here: https://zapier.com You can create a zap that each time a new contact is added to Capsule it triggers an action of a new opportunity being created.

Replied November 2020

James

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2017

One of the best CRMs I've ever used

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.

Lizzie

Non-Profit Organization Management, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

5

FUNCTIONALITY

4

Reviewed October 2020

The views of a small business technophob

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!

Replied November 2020

Melanie

Plastics, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

4

FUNCTIONALITY

4

Reviewed January 2023

Efficiency of the CRM

Very beneficial for leads and following them up.

PROS

Ease of use and efficiency. Mainly use for sales enquiry follow ups.

CONS

Not being able to delete a contact once they had left the company

Vendor Response

Hi Melanie, Chloe from Capsule here. Thanks for taking the time to write a review - we really appreciate that. We're so pleased to hear that you find Capsule easy to use and efficient. As for deleting contacts - if you delete the contact then the data recorded on that contact will be lost. Rather than deleting the contact you could add an 'Archived' tag to it. This way you can easily filter out archived contacts from your list. I hope that helps and we're glad you're seeing benefits from using Capsule in your sales process.

Replied February 2023

Mary Lou

Non-Profit Organization Management, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

4

FUNCTIONALITY

4

Reviewed March 2021

Capsule is Easy to use.

We use this data base daily, to track many type of entries. The note and task features are very helpful. It is a very detailed data base but very easy to use.

PROS

That it is easy to use, has many fields and ways to enter data. Being able to enter notes is a great help. Ease of finding people or companies in the data base and link people to companies.

CONS

We aren't able to create emails with graphics to send to mass mailing with ease.

Vendor Response

Hi Mary Lou, Chloe from Capsule here. I just wanted to thank you for taking the time to write a review about Capsule. We're glad that you're finding it easy to use and that the features are helpful!

Replied April 2021

Anonymous

2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed January 2022

Perfect CRM Tool

Capsule are a great company to deal with. They will come back to you very quickly will always go that extra mile to help you use the software and are genuinely nice people to deal with

PROS

This software is easy to set-up and use and will aid your business and its professionalism.

CONS

We love this product and have no negatives about it ease of use or all round compatibility.

Vendor Response

Hi there, Chloe from Capsule here. Thanks for taking time out of your day to write a review. We're happy to hear that you find Capsule easy to use and get started with. I'll certainly share your kind comments about Capsule with the rest of the team.

Replied January 2022

Piers

Publishing, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

FUNCTIONALITY

5

Reviewed December 2019

Should run our lives

We use Capsule as the main database of the organisation-meeting notes as well as the all contact details

PROS

We should have automatic opening in the morning for the timing of reminders but ill disciplined we plug into emails first thing!

CONS

I think you should refresh your landing page more often and perhaps carry a daily piece of advice or a tip or a reminder of a public anniversary -famous peoples birthday -something that you would ordinarily not know but is a piece of interesting info

Reasons for switching to Capsule

ease of use

David

Health, Wellness and Fitness, 2-10 employees

Used weekly for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed June 2022

Thoughts and opinions on Capsule CRM

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.

Reasons for switching to Capsule

I imported my data - tried to use the system - was told I must pay to use what I thought would be a free CRM. This type of sharp practice is unacceptable.

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.

Replied June 2022

Rebecca

Information Technology and Services, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed May 2021

Super helpful!

PROS

The UI/UX is exactly what we needed! This software brings together our sales and marketing department and shows transparently and where we are in the business - [SENSITIVE CONTENT HIDDEN]

CONS

There is nothing that we wish we had or could improve on :-)

Vendor Response

Hi Rebecca, Thanks for writing a review - I'll be sure to pass along your positive comments about the UI/UX to our designers.

Replied May 2021

Jessica

Construction, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

FUNCTIONALITY

5

Reviewed February 2023

Great value to our business

PROS

Easy to use and easy to learn, this has been a game changer for us. We used to keep everything written down or online in customer files but that made it hard to find details when needed. Now we can search on our computers or if out on site easily look it up on the app

CONS

We are happy with how this software has fit into our business and the simplicity of it

Vendor Response

Hi Jessica, It's great that Capsule has been a game changer for you - we're really happy to hear that it's helping your business!

Replied March 2023

Harry

Marketing and Advertising, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

3

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed November 2016

Great lightweight CRM

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

Anne

Non-Profit Organization Management, 2-10 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2022

Great to get back to Capsule

One of relief. It works and it works well and has plenty of flexibility

PROS

I used Capsule maybe 5 years ago managing my own small client base. Now I'm working with a small non-profit that has 100s of contacts we need to manage and track. After trying a couple of the biggies I was so glad to get back to Capsule! It's even better than I remember

CONS

I want a magic genie that will enter all my data while I take a nap!

Reason for choosing Capsule

It's free to start, up to 200 or 250 contacts and then a price we can afford.

Reasons for switching to Capsule

I couldn't figure it out and I couldn't get the support I needed.

Vendor Response

Hi Anne, Chloe from Capsule here. Thanks for taking the time to write a detailed review - it really helps our team when we receive first-hand feedback as well as helping other business owners figure out if it's right for them. We're so happy to hear that you had a great experience with Capsule first time around and chose Capsule to help you manage and track contacts with the non-profit. We're very happy to hear that it's better than you remember it!

Replied October 2022

Showing 1 - 25 of 147 Reviews