Overall experience was positive. It's a solution that I recommend to people.

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.

I think we had some trouble when trying to connect to Mail Chimp. From memory it took a long time to get it right.

I have been using Capsue since 2017 and to date I have had no issues with the software even it was updated.

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.

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

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.

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.

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.

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

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.

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.

Love it

We really like the interface and how it is organised. Best feature is the gmail integration.

Im hoping that we can connect a certain gmail contact and automatically have every new email/conversation feed into the same contact on capsule.

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.

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.

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.

The ease of use when our data was under 500

It did not seem as competitive as other providers

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

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

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

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

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

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.

Intuitive UI Easy to use Uncomplicated Email dropbox

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.

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!

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.

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.

Excellent thank you

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.

I don't understand what the cases are??

Not a bad system for the price we are paying.

Fairly easy to use along with the cheap cost

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.

has been great to work with and easy to operate

Super easy to start using , the pipeline is the best way to keep track of sales process and visually easy to keep track of

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.

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.

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.

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.

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.

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.

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.

We have been using it for over five years and it is invaluable to us as a resource in managing the business.

Ease of use, especially the mobile app which you can update and access easily when on the move.

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.

Capsule is an easy to use CRM with all the "basic" necessary features to manage your customers / prospects and their history It is the centralized place where you can store all your customers / prospects contacts and manage them. You need other specialized tools if you want to manage completely the pipeline, the sales cycle, the service tickets There some good integrations but limited. All the rest should be managed via API

Easy to use Nice integration with Socials to retrive people information (pictures) Some basic easy to use integration with msot popular tools like Mailchimp, Xero, Zendesk Good the App for iOS

Limited tools integration No a really solution to manage sales cycles and tickects

It was an adequate tool but didn't fulfill enough of our needs for us to continue using the software.

I found the software easy to use and fairly intuitive for the everyday user. It managed leads adequately and allowed me to find my information easily.

We needed a tool that would allow us to easily track booked events on a calendar and see trends of inquiries for specific dates. Capsule lacked an effective calendar tool to help us manage leads by date which made it ineffectual for us.

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

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

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

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.

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.

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.

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]

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

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

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

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.

Easy to use Very little Setup Great integrations

Not a marketing automation + CRM

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

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

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