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

"Solid solution, good option overall, could be more intuitive"

What do you like best about Capsule CRM? I like that this is easy on the eyes and does the basics. It isn't overcrowded with unnecessary features, but it is quite customizable which is nice. The theme is simple, not a ton of color variation or shape variation- just squares with basic text. It has a great feature where you can BCC emails to the CRM so your customer interactions are always captured. I wish it were automatic so Id din't have to think of it every time, but still a super super ...

"CapsuleCRM"

What do you like best about Capsule CRM? The Zendesk integration is very useful for moving non- support queries to sales. Clean interface with only relevant headings which are customizable. Reasonably priced. Great for one or small sales teams. Google gadget for capturing Gmail exchanges in people record. What do you dislike about Capsule CRM? The data capture from Zendesk takes only name and email, although that may be a Zendesk issue. Recommendations to others considering Capsule CRM: Try ...

"SIMPLE BUT EFFECTIVE"

What do you like best about Capsule CRM? User interface is very good, Capsule is integrated with other platforms and has the right price What do you dislike about Capsule CRM? Data analysis and statistics are very poor What problems is Capsule CRM solving and how is that benefiting you? I'm managing the sales process of my company.

"Capsule CRM easy interface and functional"

What do you like best about Capsule CRM? I like that the system is very easy to use and has a really clean interface. It's very easy to track the progress of leads and create and complete tasks for your records. It's very useful how you can put a Dropbox link in the bcc line of the email and then the email message appears below the record. Capsule also integrates well with other systems. What do you dislike about Capsule CRM? There's not much that I don't like but perhaps they can add some ...

"Excellent SME CRM"

What do you like best about Capsule CRM? Simplicity and ease of use are Capsule's main features. The interface is simple and intuitive, and up time is very high. The breadcrumb feature showing recent records which have been visited is very useful. We don;t use the cases feature but it is a good inclusion for small businesses who don't have another help desk/support system. The Capsule API's are very strong and robust so integration with other other systems is possible. What do you dislike ...

"Capsule Review"

What do you like best about Capsule CRM? It's customization and flexibility are useful. What do you dislike about Capsule CRM? The software is clunky - there haven't been a lot of new upgrades or features since we started using 2 years ago. Recommendations to others considering Capsule CRM: Be prepared to modify your workflow to fit within Capsule. What problems is Capsule CRM solving and how is that benefiting you? CRM -- helps maintain the flow of onboarding for our clients.

"Simple, easy-to-use CRM"

What do you like best about Capsule CRM? Capsule is very easy-to-use, very straightforward with a nice user interface that gets the job done. There are two features that I really like. The first is the communication history attributed to each contact. I can attach emails, files and my own notes. The second feature is the automatic sourcing of social media links for contacts. What do you dislike about Capsule CRM? The single biggest downside to Capsule is it's lack of support for user-based ...

"Great CRM for tech startup"

What do you like best about Capsule CRM? Affordable with a highly scalable core. Built to last and not with a quick exit in mind. Very flexible API for those who want to extend the functionality. Google context widget is an awesome asset. What do you dislike about Capsule CRM? Inability to assign a contact to multiple organisations. Recommendations to others considering Capsule CRM: If you are a small organisation and require a strong contact database, then CapsuleCRM is the right solution ...

"Easy to navigate"

What do you like best about Capsule CRM? The web UI is clean and very easy to navigate. Once you create contacts, companies and relationships it is easy to find out who works where. Our team can add notes, tasks, follow up items, and reminders for each other to keep in touch with partners, customers, leads, and contacts. Integration with our HelpDesk software, email marketing automation and emails makes it clutch. What do you dislike about Capsule CRM? Searching for contacts and lists can ...

"Capsule CRM - Improve your relationships"

What do you like best about Capsule CRM? What I liked about Capsule best was that it made it easy to get going with the software; although it would be unfair to call the software complicated (in fact it's probably as easy to use as any of it's competitors) it isn't actually that easy to see how things should work. Capsule has lots of help videos and documents What do you dislike about Capsule CRM? What Capsule really needs, that in fairness it's competitors don't really have either, is real ...