--- title: "Capsule Reviews, Pros and Cons - 2026 Software Advice" description: "Reviews of Capsule. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Talk to our advisors to see if Capsule is a good fit for you!" source_url: "https://www.softwareadvice.com/product/27508-Capsule/reviews/" page_type: "reviews" language: "en" --- 1 million+ businesses helped. Get advice Get Free Advice [Home](https://www.softwareadvice.com/) / [Small Business CRM Software](https://www.softwareadvice.com/category/489-small-business-crm/) / [Capsule](https://www.softwareadvice.com/product/27508-Capsule/) / Capsule Reviews Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. [Overview](https://www.softwareadvice.com/product/27508-Capsule/) Reviews [Alternatives](https://www.softwareadvice.com/product/27508-Capsule/alternatives/) # Capsule User Reviews ## Reviews summary - Overall rating: 4.5/5 - Total reviews: 167 ### Secondary ratings - Ease of use: 4.6/5 - Customer support: 4.5/5 - Value for money: 4.6/5 - Functionality: 4.3/5 ### Rating distribution - 5 stars: 103 reviews (62%) - 4 stars: 50 reviews (30%) - 3 stars: 12 reviews (7%) - 2 stars: 1 reviews (1%) - 1 star: 1 reviews (1%) ### Most mentioned pros - Capsule software allows to efficiently send email campings and track all campaign performance in real-time. - I think it works well in a company where multiple product managers are speaking to multiple clients from the same company. - Capsule has become the key driver of business growth for us, and we track everything through it. ### Most mentioned cons - A simple question that could be answered in 5 minutes over the phone, they make you wait days by email. - Less suited to companies managing recurring agreements eg subscriptions and memberships. - It seemed like such a basic requirement that I didn’t even check for it. ## Capsule customer reviews Showing reviews 1-25 of 167 (page 1). ### Still and invaluable tool for Account Management - Overall rating: 4/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Information Services - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: March 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. It's still a very useful tool which I use daily, it does what it set's out to do in a pretty easy to use way, although sometimes the UI is a bit strange. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 3/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros It's great for a number of reasons: keeping track of contacts, creating mailing lists, tracking oppurtunities and renewals, I like how all of these features are in one place and linked to team members. #### Cons I'd have to still say the automatic importing of contacts. With AI, we should now be able to at least suggest companies for new contacts based on email addresses etc.. --- ### Day #1 of the evaluation - Overall rating: 4/5 - Reviewer: Ben B. - Verified reviewer: Yes - Industry: Leisure, Travel & Tourism - Company size: Self-Employed - Product usage: Used daily for free trial - Reviewed: September 2023 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros DAY #1 - yes, I know, I know its early days but after using a high-powered corporate CRM for 20 years I find Capsules underlying principles of operations intuitive , and easy to understand. I accept there is much to do to get me back up and running in my small business but I'm really confident after my painful transition from a large US corporate CRM that it wont be as painless and frustrating. Also let me highlight an outstanding feature of Capsule. Hardware, software, R&D catchup, and leapfrog etc is the nature of the industry. But what my intuition tells me after a long time in the game what will set this company apart (and I've seen many over the years: good and abysmal) is the quality and calibre of the support. The support team wants me to succeed! :) and that gives me a lot of energy. I have spent 40 years in the IT game and to get a support response from halfway round the world in 4 hrs gives me great confidence. I will report back again year! #### Cons I will report back in the next 6 months to give an update. #### Reasons for switching to Capsule I asked ahead of time to send me an invoice for the next 12 months. The toing and froing in trying to sort out a simple invoice was very frustrating. 4 weeks it took until today when I finally received it and all this time despite my protestations, they had me locked out. this was the final straw: enough. So, I goggled, and Capsule came up third or fourth on page one. i logged in saw the freshness of the presentation and decided on a trial. I made a decision after wandering around the site. and yes two things jumped out. the ability to pay monthly and the cost. those were the clincher and after being a loyal customer for 20 odd years. hence my sensitivity to support. --- ### Features and Format Lacking, Good for the Basics - Overall rating: 3/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Computer Software - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - Reviewed: September 2018 - Review source details: This review was submitted organically. No incentive was offered 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. #### Ratings breakdown - Ease of use: 3/5 - Functionality: 3/5 #### 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. --- ### Easy to use, keeps my lead tracking process organised - Overall rating: 5/5 - Reviewer: Jonathan R. - Verified reviewer: Yes - Industry: Media Production - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: February 2023 - Review source details: This review was submitted organically. No incentive was offered It's positive - solves a problem, makes my life easier so it's a thumbs up from me. #### Ratings breakdown - Ease of use: 5/5 - Functionality: 5/5 #### 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. #### Reasons 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 --- ### Quick and useful to get ourselves organised but the limitations are starting to show - Overall rating: 4/5 - Reviewer: David W. - Verified reviewer: Yes - Industry: Professional Training & Coaching - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: November 2019 - Review source details: This review was submitted organically. No incentive was offered It's our 2nd management tool - the first one was overly complicated and this is quite simple The Dropbox solution is a bit of a fudge but it works most of the time. The tasks system and visual customisation leave a lot to be desired. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 3/5 - Customer support: 4/5 - Functionality: 3/5 #### Pros It's fast and simple, a young British company. which we wanted to support. Its online and accessible on an app It does a lot of what we originally needed #### Cons The tasks and the layout - lack of customisation - colours or icons - fields can be hard to identify at a glance. Starts to get expensive with more users - if I could role out viewing to my whole team (no input) it would be handy - but i can't justify £300 a month We no longer use the sales side - that didn't really work for our company - now just use the contacts, tasks, recording of data #### Reasons for choosing Capsule We wanted simplicity and it met out needs initially - we still use it but it's almost too simple and we would love to see more innovation and features which we could use. #### Reasons for switching to Capsule Because Act was expensive with upgrades and support - difficult to manage and implement over the web and had issues we couldn't resolve easily --- ### Not Ideal for a Charity CRM - Overall rating: 3/5 - Reviewer: Taryn S. - Verified reviewer: Yes - Industry: Non-Profit Organization Management - Company size: 2-10 employees - Product usage: Used other for less than 12 months - Reviewed: September 2020 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. I think it is a fine program that didn't suit the needs of a national charity. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 3/5 #### 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. #### Reasons 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 --- ### Good stuff - Overall rating: 5/5 - Reviewer: Andy F. - Verified reviewer: Yes - Industry: Wholesale - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: February 2021 - Review source details: This review was submitted organically. No incentive was offered Love it #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### 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. #### Reasons 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 --- ### Why Capsule should do better - Overall rating: 5/5 - Reviewer: jibby L. - Verified reviewer: Yes - Industry: Transportation/ Trucking/ Railroad - Company size: 2-10 employees - Product usage: Used monthly for more than 2 years - Reviewed: August 2022 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 5/5 - Customer support: 3/5 - Functionality: 5/5 #### Pros The ease of use when our data was under 500 #### Cons It did not seem as competitive as other providers #### Reasons for switching to Capsule Ease of use and complimentary products helped me my mind up. #### Vendor response Hi Jibby Chloe from Capsule here. Thanks for taking the time to write a review - it really helps our team when we receive first-hand feedback. We're sorry to hear that you found Capsule not as competitive as other providers - we'd love to hear a bit more about this if you'd like to email us. You haven't given a lot of detail in the review and we'd love to address your concerns. Plus, if you're still using Capsule we can help give you a better idea how Capsule can fit your business. Feel free to email us at support@capsulecrm.com Replied October 2022 --- ### Capsule is great! - Overall rating: 5/5 - Reviewer: Barry H. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: August 2020 - Review source details: This review was submitted organically. No incentive was offered 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. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. #### Reasons 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 --- ### One of the applications I run my business on - Overall rating: 5/5 - Reviewer: Jeff L. - Verified reviewer: Yes - Industry: Printing - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: July 2022 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. This is one of three applications that I am in daily. I couldn’t have grown my business without it. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Functionality: 4/5 #### Pros I like how you can have separate contacts, organizations, and opportunities but that you can connect them all. Unlike some contact management tools, this gives you a ton of flexibility in tracking interactions and todos. #### Cons I wish there were a way to attach the same individual to multiple organizations. There is a workaround by embedding a URL in the info for each entity, but it would be nice to be able to see an individual and separate out the different communications based on the organization they are involved with. #### Vendor response Hi there Jeff, Chloe from Capsule here. Thanks for taking the time to write a review - we really appreciate it. We're so glad to hear Capsule gives you the flexibility you need to track tasks and interactions. We're sorry we don't have better news on attaching the same individual to multiple organisations but we're happy to hear that it's helped you grow your business anyway. Replied August 2022 --- ### A Good Starter CRM - Overall rating: 4/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Consumer Goods - Company size: 2-10 employees - Product usage: Used monthly for less than 6 months - Reviewed: January 2025 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 3/5 #### Pros Capsule has a simple and intuitive Dashboard that makes it easy to navigate, create new leads and handle the projects and clients through different pipelines. #### Cons In my opinion, capsule lacks essential functionalities like a proper help of AI or deep automations to be considered by many more companies. --- ### Quick to set up and start getting results - Overall rating: 5/5 - Reviewer: Bill B. - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: Self-Employed - Product usage: Used daily for more than 2 years - Reviewed: September 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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! #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 5/5 #### 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. --- ### Capsule Feedback - Overall rating: 4/5 - Reviewer: Dolan E. - Verified reviewer: Yes - Industry: Wholesale - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: April 2021 - Review source details: This review was submitted organically. No incentive was offered Not a bad system for the price we are paying. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 3/5 #### 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 --- ### A complete CRM with Easy to Use and Simplicity. - Overall rating: 5/5 - Reviewer: Prathamesh K. - Verified reviewer: Yes - Industry: Architecture & Planning - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: April 2021 - Review source details: This review was submitted organically. No incentive was offered 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. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Functionality: 4/5 #### 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. While you can't add notes directly against a won or lost reason you still can add notes to the opportunity if you want to record more details and once the opportunity is closed you can still add tasks for example if you wanted to follow up again at a later date. I know it's not exactly what you were asking for but it could still help to record extra tasks/notes. I hope that helps you out and once again thanks for taking the time to share feedback. Replied April 2021 --- ### Easy to use and great for quote tracking - Overall rating: 5/5 - Reviewer: Paula B. - Verified reviewer: Yes - Industry: Automotive - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: October 2020 - Review source details: This review was submitted organically. No incentive was offered Excellent thank you #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### Relatively Robust, and Affordable! - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Non-Profit Organization Management - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - Reviewed: May 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. For our small business (5-10 team members), Capsule provides us with one location to input all of our data. We can track contacts, organizations, and opportunities, as well as opportunity stages and milestones, while customizing categories and notes for all of it. It is incomparably more affordable than any of the other CRMs I've used. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Functionality: 4/5 #### Pros Capsule serves all its purposes very satisfactorily. It doesn't have very many bells and whistles, or email campaign options like other CRM databases, but it is very useful for logging contact information, making notes, generating tasks, and running reports. You can categorize contacts by organization, people, and deal opportunities, and also by customized tags and custom fields. #### Cons Very few things to dislike. The only way to export contacts with notes is to export the entire database into Excel and sort from there; there is no option within the database's reporting capabilities to generate the notes for specific contacts. Capsule also does not have email campaign capabilities or drip campaign options, but those are high-price items that only come with the big CRM monsters. --- ### A Great Organizational Tool! - Overall rating: 5/5 - Reviewer: Kate P. - Verified reviewer: Yes - Industry: Mental Health Care - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: March 2021 - Review source details: This review was submitted organically. No incentive was offered Multiple people in our organization are points of contact for a client, so Capsule has helped us to be able to document and share information among our team. It is easy to use, and allows us to capture all of the important information for our clients. #### Ratings breakdown - Ease of use: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### 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. The calendar view for tasks is my favorite to stay on top of everything. #### Cons I would like to see an added feature of being able to pin notes to the top of the home page for a Person/Organization. #### Vendor response Hi Kate, Chloe here from Capsule. Thanks for writing a review. Also, thanks for the suggestion about being able to pin a note - while it's not something we have in our pipeline at the moment, I've recorded it as a feature request. We're happy to hear that you're finding Capsule easy to use and that it's helping you to communicate better as a business. I'll definitely pass on that feedback to the rest of the team too. Replied April 2021 --- ### An excellent tool for the small SME - Overall rating: 5/5 - Reviewer: Nicky H. - Verified reviewer: Yes - Industry: Wholesale - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: January 2022 - Review source details: This review was submitted organically. No incentive was offered We have been using it for over five years and it is invaluable to us as a resource in managing the business. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros Ease of use, especially the mobile app which you can update and access easily when on the move. #### Cons I would like to be able to send emails with attachments from Capsule directly, that is the feature I need the most which is not available. #### Vendor response Hi there Nicky, Thanks for writing a review about Capsule. It's great to hear that you think Capsule is a great tool for SME and is invaluable for your business. Regarding being able to send email with attachments - would you be able to email our support team at support@capsulecrm.com and they'll add that as a feature request against your account? Replied February 2022 --- ### A really great CRM - Overall rating: 5/5 - Reviewer: Graham B. - Verified reviewer: Yes - Industry: Marketing and Advertising - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: August 2020 - Review source details: This review was submitted organically. No incentive was offered FANTASTIC! #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros Basically I LOVE it as it is so easy to use, the drag and drop on the Calendar (for those times when you just can't get it all done on the day) is so very useful. #### Cons I may be asking too much (or maybe not using it as I could) but I would love to be able to track a work on a project after the deal has been won, a sort of mini project management facility. I may be able to do this with the software as it is - to be honest I am still learning how to use it - but if it were there it would help. But that's me wanting to improve on excellence! #### Reasons for switching to Capsule Far to hard to use and just not flexible enough! #### Vendor response Hi Graham, Thanks for writing a review - we're glad you like Capsule. Just wanted to jump in and offer you some ideas for post-sale. You might like to create a Case. Cases are essentially a storage area for everything to do with a particular project or event. We have a support doc that covers Cases in more detail here https://capsulecrm.com/support/projects-and-events/understanding-cases/. You could create a Case for each won Opportunity as a way of keeping everything to do with a particular project together, whether this be notes, files or emails. The great thing with Cases is they can be linked directly to an Opportunity so it's really clear which Opportunity a Case relates to. Do you think Cases could work well for you? If not you might also want to look in to Tracks. Tracks are a sequence of tasks to be completed, which could work really well if you tend to carry out the same post sale actions as they could help to streamline your workflow. Replied September 2020 --- ### One of the best CRM solutions - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Internet - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: December 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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! --- ### We drive our business forward with Capsule - Overall rating: 5/5 - Reviewer: Caroline W. - Verified reviewer: Yes - Industry: Computer Software - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: January 2024 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Capsule has become the key driver of business growth for us, and we track everything through it. No exceptions. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Really simple and intuitive to use. Good organisation, we like it so much we hired someone to run Capsule full-time as the ROI was clear to see. #### Cons To be able to send emails from within capsule, but appearing to arrive from my own email address. --- ### Great value to our business - Overall rating: 5/5 - Reviewer: Jessica L. - Verified reviewer: Yes - Industry: Construction - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: February 2023 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Functionality: 5/5 #### 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 --- ### I use this daily as a CRM for my small business contacts, and love how quick and easy it is to use. - Overall rating: 4/5 - Reviewer: Scott F. - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: November 2017 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 3/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Capsule CRM !!! - Overall rating: 4/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Computer & Network Security - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: August 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Overall awesome experience #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Functionality: 4/5 #### 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 --- ### Support lacking - Overall rating: 4/5 - Reviewer: Lou K. - Verified reviewer: Yes - Industry: Insurance - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: November 2023 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 2/5 - Value for money: 2/5 - Customer support: 1/5 - Functionality: 4/5 #### Pros Easy to import contacts. A good system, but lacks overall due to customer support. #### Cons The customer support is bad, really bad. Unless you have an IT person in house, don;t get this one. If you have an issue, you can't talk to anyone. You have to send an email and you are at their mercy as to when they will get back to you. Average time is easily one day, most likely two days. Doesn't anyone work anymore? A simple question that could be answered in 5 minutes over the phone, they make you wait days by email. Good program, everything I needed, but wish I never bought simply on lack of customer support. ## More reviews [Next reviews](https://www.softwareadvice.com/product/27508-Capsule/reviews/?page=2) --- Capsule Reviews, Pros and Cons - 2026 Software Advice