Capsule CRM
$12.00 monthly
Reviews
4 out of 5 stars
19 reviews
capsulecrm.com
Capsule CRM is a user-friendly customer relationship management tool designed to help businesses organize contacts, track sales, and manage tasks effectively. Simplify your workflow today.
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Reviews & Testimonials
19 Capsule CRM Reviews
Anna B Sexton
3 out of 5 stars
Capsule CRM is an excellent solution for small to medium-sized social enterprises utilizing a flexible team. It offers great value for money and is user-friendly, making it accessible for those who may not be tech-savvy. Overall, it is a valuable tool that enhances team collaboration and project management.
George Dudson
3 out of 5 stars
I greatly appreciate Capsule CRM as a service provider. We have been using it for some time now, and we are starting to get the hang of its features. Additionally, we are beginning to see positive sales results from it.
It's an excellent way to stay organized and ensure that nothing is overlooked by our team. The platform allows us to effectively manage our projects and maintain clear communication.
Overall, I highly recommend Capsule CRM for anyone looking to enhance their business operations.
It's an excellent way to stay organized and ensure that nothing is overlooked by our team. The platform allows us to effectively manage our projects and maintain clear communication.
Overall, I highly recommend Capsule CRM for anyone looking to enhance their business operations.
Natalie Haddock
4 out of 5 stars
I have been using Capsule CRM since its inception and find it to be an incredibly useful and integral tool for my business. However, there are a few areas where it could improve, particularly regarding integrations with more advanced organizational software.
While Capsule is a reliable CRM, it would be greatly enhanced by adding more intelligent features for team management. Additionally, the ability to send pre-formed emails to clients directly from the CRM would be invaluable. Currently, we use Mailchimp, which can be cumbersome and inconvenient. Having pre-canned emails stored within the CRM would streamline our communication process.
I have noticed that some information can get lost within the system unless users are exceptionally diligent in managing their data. The search functionality could also benefit from enhancements. When you have as much information as we do, suboptimal searching can be quite frustrating.
Despite these shortcomings, I have recommended Capsule to other customers and will continue to do so.
While Capsule is a reliable CRM, it would be greatly enhanced by adding more intelligent features for team management. Additionally, the ability to send pre-formed emails to clients directly from the CRM would be invaluable. Currently, we use Mailchimp, which can be cumbersome and inconvenient. Having pre-canned emails stored within the CRM would streamline our communication process.
I have noticed that some information can get lost within the system unless users are exceptionally diligent in managing their data. The search functionality could also benefit from enhancements. When you have as much information as we do, suboptimal searching can be quite frustrating.
Despite these shortcomings, I have recommended Capsule to other customers and will continue to do so.
Alastair Armstrong
3 out of 5 stars
I have been using Capsule CRM for several years now. I have explored various other CRM applications, but I always return to this service. It consistently meets my needs and provides reliable functionality. I highly recommend it to anyone seeking a robust CRM solution.
Rex Boyd
5 out of 5 stars
Over the past six years, I have used Capsule CRM for various companies, and each time I have experienced remarkable success. They have expanded significantly since I first started using their services and continue to enhance their platform on a monthly basis.
I truly appreciate working with a company that is genuinely committed to improving its product. Having worked to build multiple CRM solutions in the past, I have used numerous CRM systems over the years. What I particularly admire about Capsule is that it avoids trying to do everything.
The simplicity and focus of their offerings make it exceptionally easy to use and effective for my needs.
I truly appreciate working with a company that is genuinely committed to improving its product. Having worked to build multiple CRM solutions in the past, I have used numerous CRM systems over the years. What I particularly admire about Capsule is that it avoids trying to do everything.
The simplicity and focus of their offerings make it exceptionally easy to use and effective for my needs.
Thomas
2 out of 5 stars
Capsule CRM is a great tool that sends reminders and can sync with my calendar effectively. This feature enhances my productivity and ensures I never miss important tasks or meetings. Overall, I am satisfied with its performance.
Torie Vanhorn
4 out of 5 stars
Capsule CRM effectively manages our sales pipeline and facilitates communication among our out-of-state sales team members through its note-taking features. This has significantly improved our collaboration and productivity. The platform is user-friendly and adaptable, making it suitable for various business needs. Overall, I highly recommend it for anyone looking to enhance their sales processes.
Mei
5 out of 5 stars
Capsule CRM features a clean and straightforward interface that enhances user experience. The built-in diary and pipeline functionalities are valuable tools for managing tasks efficiently. Overall, it provides essential features for effective customer relationship management.
Douglas Bryant
5 out of 5 stars
Capsule CRM is remarkably easy to set up, and the company's ongoing innovation ensures that it continually offers exceptional features.
We particularly appreciate the global search function and the telephony integrations.
Additionally, the Mailchimp integration is consistently useful for our needs.
The current Kanban board functionality is simply outstanding.
Overall, Capsule CRM enhances our workflow significantly, making it a valuable tool for our operations.
We particularly appreciate the global search function and the telephony integrations.
Additionally, the Mailchimp integration is consistently useful for our needs.
The current Kanban board functionality is simply outstanding.
Overall, Capsule CRM enhances our workflow significantly, making it a valuable tool for our operations.
Milissa
4 out of 5 stars
Capsule CRM offers an extended free trial period compared to many other products on the market. The platform boasts seamless integrations and an intuitive user interface, which greatly enhances the overall user experience. I highly recommend it for anyone seeking a reliable CRM solution.
Kathryn Nelson
3 out of 5 stars
Capsule CRM enables us to effectively monitor all tasks related to both potential and current customers.
It has streamlined the client journey, allowing our entire team to oversee tasks associated with our customers efficiently.
The user-friendly interface and comprehensive features have significantly improved our workflow and collaboration.
It has streamlined the client journey, allowing our entire team to oversee tasks associated with our customers efficiently.
The user-friendly interface and comprehensive features have significantly improved our workflow and collaboration.
Rebecca
4 out of 5 stars
Capsule CRM is visually appealing and effectively meets basic needs. It avoids clutter by not including unnecessary features, while still offering good customization options, which is a definite advantage. The design is straightforward, featuring simple squares and basic text without excessive color or shape variations.
Overall, Capsule CRM successfully balances simplicity and functionality for users seeking a clean and efficient user experience.
Overall, Capsule CRM successfully balances simplicity and functionality for users seeking a clean and efficient user experience.
Loren Hamilton
5 out of 5 stars
The integration with Zendesk is quite beneficial for directing non-support queries to the sales team. The interface is clean, showcasing only relevant headings that are likely customizable. The pricing is reasonable, making it an excellent choice for small sales teams.
Additionally, the Google gadget for capturing Gmail exchanges in customer records is a valuable feature. Overall, Capsule CRM offers a comprehensive solution for managing customer relationships effectively.
Additionally, the Google gadget for capturing Gmail exchanges in customer records is a valuable feature. Overall, Capsule CRM offers a comprehensive solution for managing customer relationships effectively.
Timothy Klein
5 out of 5 stars
Capsule CRM effectively tracks both current and potential software program resellers. While it can sometimes be challenging to identify your progress with these partners, Capsule CRM provides excellent support to navigate this.
The benefits include maintaining control over your operations and understanding when and how to take action. Overall, Capsule CRM enhances your ability to manage relationships efficiently.
The benefits include maintaining control over your operations and understanding when and how to take action. Overall, Capsule CRM enhances your ability to manage relationships efficiently.
Joshua
5 out of 5 stars
I appreciate the calendar and event tracking features, as well as the integration with Google applications. The ability to create workflows is also a valuable addition. Overall, Capsule CRM enhances productivity through its intuitive design and functionality.
Francisco Dixon
3 out of 5 stars
Capsule CRM offers a platform where we can record all our leads and automate follow-up processes more efficiently.
However, in practice, we have not fully utilized its capabilities, which has led to a lack of tangible benefits. It seems that the software could be enhanced to better serve our needs. We hope to see improvements that allow us to leverage its features more effectively in the future.
However, in practice, we have not fully utilized its capabilities, which has led to a lack of tangible benefits. It seems that the software could be enhanced to better serve our needs. We hope to see improvements that allow us to leverage its features more effectively in the future.
Tyler
5 out of 5 stars
The customer interface and customizable fields make Capsule CRM flexible yet easy to implement. I successfully integrated this system into various companies, each utilizing distinct consumer monitoring processes. Capsule adapted to both environments quickly and efficiently.
Doug
5 out of 5 stars
The Gmail integration is a valuable feature that provides complete call details and allows us to link webmail communications to specific opportunities or cases. This functionality enhances our workflow and improves overall productivity.
Alline
5 out of 5 stars
Take the time to set it up correctly. The effort is genuinely worthwhile.
Capsule CRM Reviews
4 out of 5 stars
Based on 19 reviews
Review data
1 star reviews
- 0%
2 star reviews
- 5%
3 star reviews
- 26%
4 star reviews
- 21%
5 star reviews
- 47%
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Third party review
Capsule CRM Review
Capsule CRM is a modern customer relationship management tool designed to streamline the way businesses handle their customer interactions and data. This intuitive software offers an array of features that cater to small and medium-sized businesses looking to enhance their customer engagement and sales processes.
One of the standout features of Capsule CRM is its user-friendly interface. The dashboard is clean, and navigation is straightforward, making it easy for team members to update contact records, view interaction histories, and manage sales pipelines without a steep learning curve. This simplicity does not compromise functionality; instead, it empowers users to focus on building relationships rather than grappling with complex software.
Another significant benefit of Capsule CRM is its flexibility and customization options. Businesses can tailor the software to align with their specific needs through custom fields, tags, and categories. This means that whether you are tracking potential sales leads or managing customer issues, Capsule CRM can adapt to your unique business processes.
The software also supports seamless integration with various popular third-party applications. Users can connect Capsule with tools like G Suite, Mailchimp, and QuickBooks, among others, to enhance productivity and ensure a consistent flow of information across platforms. This interoperability is crucial for business owners who rely on multiple tools for daily operations.
In terms of mobile accessibility, Capsule CRM does not disappoint. The CRM offers robust mobile apps for iOS and Android, enabling users to manage their contacts and customer interactions on the go. This feature is especially valuable for sales teams who frequently travel or work out of the office, providing them with the necessary tools to stay updated and efficient.
While Capsule CRM is packed with features and customization capabilities, it does have a few limitations. Some users may find the reporting features a bit basic compared to other CRMs with more advanced analytics. For businesses heavily reliant on data-driven reports, this might necessitate integration with dedicated reporting tools to fully leverage their data.
Another consideration is the scalability for larger enterprises. Although Capsule CRM excels in serving small to mid-sized businesses, companies with extensive customer databases and complex requirements might find that the software lacks some advanced features or depth available in enterprise-focused solutions.
In summary, Capsule CRM is a highly effective tool for small to medium-sized enterprises seeking a reliable, easy-to-use CRM with excellent customization and integration capabilities. While it may not be suitable for very large organizations or those requiring sophisticated analytics, it offers tremendous value by simplifying customer relationship management and allowing businesses to focus on growth and customer satisfaction.
One of the standout features of Capsule CRM is its user-friendly interface. The dashboard is clean, and navigation is straightforward, making it easy for team members to update contact records, view interaction histories, and manage sales pipelines without a steep learning curve. This simplicity does not compromise functionality; instead, it empowers users to focus on building relationships rather than grappling with complex software.
Another significant benefit of Capsule CRM is its flexibility and customization options. Businesses can tailor the software to align with their specific needs through custom fields, tags, and categories. This means that whether you are tracking potential sales leads or managing customer issues, Capsule CRM can adapt to your unique business processes.
The software also supports seamless integration with various popular third-party applications. Users can connect Capsule with tools like G Suite, Mailchimp, and QuickBooks, among others, to enhance productivity and ensure a consistent flow of information across platforms. This interoperability is crucial for business owners who rely on multiple tools for daily operations.
In terms of mobile accessibility, Capsule CRM does not disappoint. The CRM offers robust mobile apps for iOS and Android, enabling users to manage their contacts and customer interactions on the go. This feature is especially valuable for sales teams who frequently travel or work out of the office, providing them with the necessary tools to stay updated and efficient.
While Capsule CRM is packed with features and customization capabilities, it does have a few limitations. Some users may find the reporting features a bit basic compared to other CRMs with more advanced analytics. For businesses heavily reliant on data-driven reports, this might necessitate integration with dedicated reporting tools to fully leverage their data.
Another consideration is the scalability for larger enterprises. Although Capsule CRM excels in serving small to mid-sized businesses, companies with extensive customer databases and complex requirements might find that the software lacks some advanced features or depth available in enterprise-focused solutions.
In summary, Capsule CRM is a highly effective tool for small to medium-sized enterprises seeking a reliable, easy-to-use CRM with excellent customization and integration capabilities. While it may not be suitable for very large organizations or those requiring sophisticated analytics, it offers tremendous value by simplifying customer relationship management and allowing businesses to focus on growth and customer satisfaction.
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General Data
Capsule CRM Information
- Category
- CRM Systems
- SSL Provider
- Amazon
- Languages
- English
- Product Type
- Digital Product
Summary
Price
$12.00 monthly
verified
Secure payment
Consultation available
Capsule CRM Features
Explore Capsule CRM features below, and see why users search for Capsule CRM reviews before making their decision.
- Smart Follow-Up Suggestions
- Capsule CRM can offer intelligent follow-up suggestions based on previous interactions.
This feature enhances user efficiency by streamlining client communications. - Dynamic Client Insights
- Capsule CRM can provide dynamic insights on client preferences and behaviors.
This feature helps tailor communications for improved engagement. - Task Automation Insights
- Capsule CRM can provide users with personalized task automation suggestions based on workflow patterns. This enhances productivity by
reducing manual input for repetitive tasks. - Client Engagement Scheduler
- Capsule CRM can introduce a client engagement scheduler that highlights optimal times to reach out based on client responsiveness.
This feature helps maximize communication effectiveness. - Client Relationship Heatmap
- Capsule CRM can implement a client relationship heatmap that visually represents client engagement levels.
This feature allows users to identify and focus efforts on high-potential clients. - Smart Client Onboarding Wizard
- Capsule CRM can implement a smart client onboarding wizard that guides new clients through setup. This feature improves user experience by ensuring a smooth transition.