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

"Does the job with significant tweaking and customization"

What do you like best about Capsule CRM? Very easy to add custom fields and measure against those fields. Also easy to move items through the pipeline and manage employee effectiveness. What do you dislike about Capsule CRM? Wish it had a better reporting interface. The only way to get reports of any substance is to export data to a spreadsheet and create your own. Not very efficient. What problems is Capsule CRM solving and how is that benefiting you? Using this tool mostly to manage ...

"Capsule is so easy to set up and use; and indispensable once running "

What do you like best about Capsule CRM? The user interface and customisable fields make it flexible but east to implement at the same time. I implemented this into very different companies at once, each with very different customer management processes. Capsule adapted to both easily and simply. What do you dislike about Capsule CRM? A more detailed getting-started guide would be good. I've used a few CRM's before, so with a bit of google and support digging I was alright. You wouldn't be ...

"A few great features and easy to use."

What do you like best about Capsule CRM? Being able to create a rich customer database which includes a detailed profile for each of the contacts and companies you come in contact with both via email and those you import from previous systems. What do you dislike about Capsule CRM? There are a few missing features which seem easy to implement and yet often cause me a lot of manual work through their omission. Features such as: The ability to export and then re-import contacts using their ...

"Simple and effective"

What do you like best about Capsule CRM? The Gmail gadget that allows us to see full contact details, and to attach the email as history to an opportunity or case. What do you dislike about Capsule CRM? Lack of integration with Google Drive Recommendations to others considering Capsule CRM: Talk to me about connecting Capsule data to Google Spreadsheets for advanced reporting.

"Lite-weight but full-featured CRM."

What do you like best about Capsule CRM? Pulls in social media links based on a contact's email. What do you dislike about Capsule CRM? For our business, clients either sign on for a full contract, or nothing at all. Yet, Capsule calculates what's in the pipeline based on percentage chance of winning a piece of business. This gives an inaccurate way to measure what's really in the pipeline (at least for our business). I also wish it had integration with our project management system (5 ...