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Capsule CRM

Capsule CRM Reviews and Cloudswave Rating

  • 71

    Cloudswave Score for Capsule CRM

    Rating based on 20 Critic Reviews

    18 Favorable reviews
    86 %
    3 Mixed reviews
    14 %
    0 unfavorable reviews
    0 %
  • Easy, user-friendly, inexpensive

    I've been using Capsule CRM in a few different organisations for about 2 years. It far surpasses the extremities of Zoho and Salesforce. The layout is easy on the eyes. It's a very simple system for documenting history against clients whether it be cases, sales opportunities or a timeline of notes.

    Pros : Lists of contacts and/or organisations can be generated based on field or tag criteria Data-tagging is a great way to use additional fields within a tag Integration with other systems is seamless Email dropbox is handy for sending notes or copying client correspondence via email Tracks are an absolute life-saver - you can set up tasks in a track to help manage a case or opportunity

    Cons : Multiple tasks in tracks can't be allocated to employees

    0 of 0 people found this review helpful

    Great system!

    I have been using Capsule CRM in my previous job and we were happy to see how easy to use it was aswell as very compatible with our needs. The system allows an easy overview of customers/clients/contacts and with the integration with e.g Zendesk we were able to support our technical team. If you are a SMB you will find everything you need to run a smooth operation with Capsule. Keep tags with correspondance, pipeline, tasks etc.

    Pros : Easy to use Nice design Very good customer support Great overview Nice integrations

    0 of 0 people found this review helpful

    Great product!

    Awesome product with the powerful features you need and without the crazy price tag. The UI is clean and easy to use making it easy to get up to speed.

    0 of 0 people found this review helpful
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  • "This review enCAPSULEates my favorite CRM..."

    Capsule Use Cases and Deployment ScopeOnly those involved in business development have Capsule licenses (though as a supporting team member, I sometimes help them maintain and organize their information). It allows us to centralize our research on potential buyers, keep our sales pipeline current, and project what the future holds.

    Pros : Capsule is very easy to use. You can just jump in and learn as you go. There are advantages to really learning the ins and outs, but for those who aren't sold on a CRM to begin with it's good for just getting them started. It is what you make of it--you can use the most basic features or really dive in to the many functionalities.The UI is clean and intuitive. We don't get easily overwhelmed while using it.Capsule has a very robust contact management system. It allows for the generation of very

    Cons : I REALLY wish they had the option to list an individual as being part of more than one company. That is a pretty basic feature that should be included!It would be nice to have a more flexible workflow option with Tracks ("if this then that"), or a very simple flowchart of tasks that are generated depending on which way the opportunity goes.There are barely any Capsule videos on Youtube. A feature I would really love is a set of tutorials or webinars that I could use for learning and for training

    0 of 0 people found this review helpful
  • Capsule CRM is a very capable CRM for a range of orthodox business requirements. If you are doing anything unusual you could easily find its limits but for many it could be a tool to support significant business growth.

    0 of 0 people found this review helpful

    Capsule CRM is a very capable CRM for a range of orthodox business requirements. If you are doing anything unusual you could easily find its limits but for many it could be a tool to support significant business growth.

    0 of 0 people found this review helpful
  • Capsule is ideal for a professional, small business, or start up that is on a tight budget. The two account options make it easy to fit Capsule into a very slim budget. The tools offered can help simplify contact organization and other common business tasks. Users can benefit from online access, which means their account is accessible from any computer with the internet. All the user has to do is login and begin managing their Capsule accounts

    0 of 0 people found this review helpful
  • Capsule CRM is a very user friendly system, with a lot of brilliant functionality. It’s extremely cost effective and the process of migration is very easy – within around three business days I can migrate most small businesses (consolidating a few different existing databases) onto the system.

    0 of 0 people found this review helpful
  • Capsule CRM is a popular cloud customer database which wins over users for its simple interface and integration with Google Apps and Xero. I’ve been playing around with it for a couple of months and have generally been impressed – it’s the first CRM I’ve used and a big step up from the humble address book and paper to-do list.

    0 of 0 people found this review helpful
  • Overall, the Capsule presentation and demo left the judges feeling positive about the Capsule product. This is not a solution for those with sophisticated CRM requirements. However, for a young company, entering a fairly crowded market, we felt that Capsule had come a long way very fast. For a small vendor, they showed surprising maturity in both their product development strategy and their go to market approach and we applaud them for that.

    0 of 0 people found this review helpful
  • For a company just starting with online collaboration, or looking for an easy upgrade, Capsule could be at the top of a list to consider. It offers the sales-oriented focus that small teams need. But if you’re already running another software management system, is it worth switching to Capsule? That’s a tough call. As promising as Capsule is for small groups, it still requires a big effort to manage properly.This capsule is worth trying, but it still might hurt to swallow.

    0 of 0 people found this review helpful
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