Capsule Reviews in May 2025: User Ratings, Pros & Cons

"Capsule gives our company the tools to offer succinct services without a hitch!"

What do you like best about Capsule CRM? I like how the task, case, and track features gives each of our employees the ability to see exactly where we are with each client without wondering who has done what. By looking at "notes," I can see who has last called a client and what needs to be done next. My staff appreciates that I don't need to ask them where they are on projects because I can see their individual tasks and deadlines. These features alone give me peace of mind! What do you ...

"an easy to use CRM for managing clients and customers"

What do you like best about Capsule CRM? Capsule CRM is easy to use, makes it easy to track interactions with customers and clients, is helpful in managing work reminders through recurring tasks, and integrates well with other services through the use of Zapier What do you dislike about Capsule CRM? no dislikes, it is simple enough to use and works for my business needs What problems is Capsule CRM solving and how is that benefiting you? Custom fields makes the CRM a little more ...

It needs some improvements but it is highly functional for our businesses

PROS: I like that within Capsule I can create detailed customer databse for each contact and company with thorough profile. I can contact them through email and import contacts from previous systems. CONS: They could make the software more automatic, there are still some things that we have to do manually. Also, i’d like to see feature that would allow me to export and re-import contacts by using contact’S ID, a feature to spot and correct duplicate entries, more features for its search engine.

With Capsule all things are simple

PROS: Capsule has great set of features and powerful integration with Google App. Features I like most are contact management, tracking features like (making calls, mails, arranging meetings), selling and creating workflow and even the reporting feature that has great ROI, income and seeling options. In addition, there are great integrations with social networks, mails and services. CONS: I don’t have dislikes about this system, everything works great.

"Get what you pay"

What do you like best about Capsule CRM? Capsule is a great CRM for a new business not looking to spend money. What do you dislike about Capsule CRM? Not a great dashboard, and requires quite a bit of work to set up. What problems is Capsule CRM solving and how is that benefiting you? Sales increasing

Easy to use CRM tool

PROS: Capsule allows me to create detailed customer database for each of the contacts and companies with detailed profiles. I am able to contact them via email and I can import contacts from previous systems as well. CONS: I think they need to include these features, so I don’t have to do the work manually. I need features to export and re-import contacts by using only the contact’s ID number, I want feature to spot and correct duplicate entries, and they need to implement more feature into ...

"Really excellent 'entry level' CRM, very easy to start using"

What do you like best about Capsule CRM? Simplicity: Parties, Tasks, Cases, Opportunities... that's it. By being so simple it's immediately effective. There is really very little to learn in order to start using it effectively. From first sign-up to productive within the hour is a good expectation. Capsule has several API connected systems, e.g. Xero and Zapier so, in general, you can find a connected solution that will fulfil the bits that Capsule doesn't deliver. What do you dislike about ...

"Excellent CRM for Google mail users"

What do you like best about Capsule CRM? Very tight integration directly in Google mail, combined with clean, uncluttered stands alone app make this a very efficient crm too for startups and small companies. What do you dislike about Capsule CRM? Unfortunately integration only works with Google mail and not Google inbox. Recommendations to others considering Capsule CRM: Give it a try. Very easy to start and trial. What problems is Capsule CRM solving and how is that benefiting ...

"Near prefect on-line CRM soltion for small teams"

What do you like best about Capsule CRM? I was looking for a CRM solution like this for near a year. As I'm in service sector most important to me is a CRM that have a good contact history with my standard clients. Defintions of data fields for clients is fantastic feature. Other necesity was that I can define my own protocols for clients (standard clients, une-time clients, state company, etc). One more thing is to have always defined repetitive tasks. What do you dislike about Capsule ...

"A basic but outdated CRM"

What do you like best about Capsule CRM? Capsule was easy to customize for our use case, and tagging feature was particularly helpful. For first time users, it was fairly intuitive after a brief introduction. It integrated easily with our email as well. What do you dislike about Capsule CRM? While there was nothing wrong with the tool in particular, it was outdated and did not provide all the functionality of some of the more recent CRMs. The UI was clunky and did not have a modern ...