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.
For last few years I had a problem with my comunication with old and new clients. Too many pressure and too much information noise casued a problem of following up possible new clients and opportunities.
My first solution was standard PIM software. Soon I discovered that only part of my problems were solved. Problems that become so evident were following up new opportunities and contacts history. I found some other partial solutions for these problems but was necessary to work, mantain and balance with diferent solutions, multiple insertions of same data and so on. Looking for better solution I got to start with some offline CRM solutions, and I tested several ones. Every program had some part that were interesting to me but neither had all of options that I was looking for. Some prgrams were fantastic but expensive or they needed dedicatd servers. Most of them had so many options that I don't need for my work and can be applied in some other sectors.
Finally, on one webpage that was doing reviews of buisiness software there was a list of several on-line CRM solutions and so I decided to try some of them. As 3rd, or 4th, started with CAPSULE CRM.
Everything that I needed was there: database of contacts, history (well done), opportunities,...Also flexibility for procedures and all sorf of extra activities was there. PERFECT. Mobile apps is must have when You are out of the office.
Today on my computers 2 web pages are always ON during work time: webmail and CAPSULE.
Free version is mostly perfect for my needs. Contacts database, contacts history, opportunities creating and following, procedure design and editor, flexibility.
Free version have a limit to 250 contacts.
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
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.
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.
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.
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.
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
Having used a number of CRMs, Capsule has stood out as an excellent all round package. The interface is accessible and easy to navigate, whilst the settings are in-depth enough to allow for professional alterations tailored to any particular cause. We are a charity and use it to track our philanthropic relationships, donations and overall workload. One of it's best features is how easy it is to assign and track tasks, and manage multiple shared relationships and communications across a large team. Thanks to Capsule, I know for certain it's helped us to better achieve our goals.
It can be tailored to a significant extent
Easy to track relationships and communications
Easy to assign and track tasks
Nice light easy to navigate interface
It's export functionalities and query are somewhat limited
Capsule is flexible, easy to grasp, and fairly straightforward. But if you want to dig deeper and use all the features and strategies, you can absolutely get more out of it. It made the whole concept of a CRM come alive for me. It's also really affordable! Other CRMs are more powerful (and harder to learn) but there's no way our company could've afforded those.
I wish that they had a way to label an individual as being employed at more than one company, and recording past employers. A more detailed walkthrough of "cases" would be really useful, since that's what people ask me about the most (and don't seem to understand, for whatever reason). Also, it would be amazing if Capsule had tutorial videos on their YouTube channel, like a lot of other CRM companies do. Finally, user permissions would be nice (but not something that is a particularly sore spot--you get what you pay for).
Cost efficient way to keep daily tasks organized.
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
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,
Managing opportunities and CRM, seeing when clients were last contacted and next contact is due.
Don't use processes or cases, but I'm sure these would work really well for larger organisations or those with a more standard sales process
Simple to use and implement, ticked the boxes I needed, and didn't have a plethora of features I didn't
Integration with Mailchimp, Xero, Google Apps
Ability to assign tasks to other staff, and report on effectiveness, set reminders to follow-up through simple bcc emails to task@ email address
Mobile app is not so intuitive, so I mainly use on desktop/browser
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.
Honestly, I don't really have much to complain about Capsule!
Fantastic. Enter customer data once migrates automatically to xero for invoicing and manages our mailing lists in mail chimp.
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.
Some of the fields require opening and saving as opposed to modern just enter fields.
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
Not a marketing automation + CRM
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.
Easy to use
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.
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.
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.
Capsule is one of the cornerstones of our sales organisation.
Good value for money, quick setup, reasonably customizable, easy to use. Good integration with G-Mail and Mailchimp.
Bulk editing was a bit weak for a long time, but got massively improved this year (2018).
Integration through Zapier with our accounting software Bexio doesn't support our use cases.
-Easy to use and navigate
-Custom tags for customers
-Phone app for iOS work well
-Importing contacts from office 365 or Gsuite would be handy
-Had an issue with Android app where it took nearly 10 minutes syncing the contacts when I tried to open the app, I needed the information asap as I was stranded outside an office which was inconvenient
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.
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.
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.
Overall, Capsule provides me with a great way to manage several thousand prospects and a hundred or so customers.
Easy to use
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
We started using Capsule about a year ago and are very pleased with it! Over time we were able to really adjust the softwares capabilities to our business process which has helped to streamline our efficiency. Our employees enjoy how simple and straight forward it is too. The capsule customer service team is always very helpful, quick to answer questions and very friendly. We have also suggested some features we would like to see and they are very receptive of that. It seems as though they are constantly working towards improving!
Very simple! Easy to learn.
Changing some of the fields to be customized would be great! There is a way to add custom fields but it would be nice to edit some of the already existing ones to be able to use our 'lingo' instead.
If Salesforce.com overwhelms you, try Capsule. Costs about 5% of salesforce and has 5% of the features, but it probably has all the features you need. Really easy to set up and maintain.
Price, ease of use, speed
There are actually a handful of features that I would like but are missing. There are workarounds, however.
Overall awesome experience
- 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
- No integration with Office 365
- No mass mailouts in capsule for marketing purpose
- Free trail requires credit card which isn't good
I use it to maximise customer information and to track progress.
It’s ease of use and manageability. I find it’s funct works well with rarely a glitch.
There are lots of features I don’t use due to my not quite understanding all the possibilities.
We like the way that Capsule integrates with Freshbooks as well as with Gmail. This is very useful for our business.
We would like to be able to have a way to job cost within Capsule and integrate that into the Freshbooks program.
Setting and completing tasks is easy. The link to iCalander is good. Tags are great. The link to Xero is good .
Cannot print the contact name, address and notes on one report. No sync to Unleashed inventory software.