Capsule Reviews

We have a number of different users and all of them have different skills and needs. It is very simple to use.

We have yet to find anything material to maon about!

It allows us to have a singular view of our sales Pipeline and, mostly working remotely, complete visibility as to where we are with each opportunity. This allows us to dovetail actions and responsibilities across the Commercial team.

Capsule assists our employees to keep track of and report on client specific requirements. By setting up simple tracks and tasks you will not forget to follow up with a client re quote acceptance, billing or revisions.

We use Capsule daily because it allows for ease of access to important client or job related information.

The integration opportunities are amazing, we can easily track correspondence with a client and any interactions whether it be by meeting, email or phonecall.

Installing the mobile app is off great assistance when you are on site and need to check up with a client face to face.

I am struggling to download the app on my PC - I only have access to the online app.

In our industry, especially over high season, we are all stretched quite thin with the sheer amount of jobs we have, capsule allows us to set up tasks and note staff allocations especially when you are on site. Having the integration with Outlook Capsule does not miss much.

It is priced reasonably with intuitive features and UX/UI.

Perhaps the integration with GMail as currently i am using a BCC extension to get my emails to capsule

It helps to manage my ongoing deals with clients and allows my team to have visbility on each deal.

It's intuitive, and incredibly simple to use. There is a richer, more customisable element to it which we've dipped into as and when, and found it always meets our needs with minimum fuss. We've utilised its import facility regularly, and also built out several integrations using its API to enable us to keep track of our contacts, our comms, and also to publish activities to our slack space to harmonise our business development activities. The sales pipeline view has served as a campfire for us - the team rallying around this on our weekly sales catch up to ensure we're all on the same page and that we know where to focus our efforts.

The one challenge we came up against here was when utilising the import feature. It didn't recognise existing contacts as it used email address as a primary key (something we didn't always capture). We raised a helpdesk ticket and received a prompt response with a really helpful workaround, so no harm done here really.

Helping us keep our sales intel fresh and align our business development activities.

My favorite thing about Capsule CRM is the easy layout that is presented. It is simple enough to understand for those who are fairly new to PM!

The price point is a buit above average than competetors.

Capsule CRM is helping my team with their organizational skills when it comes to PM.

Very easy to set up, excellent and timely support, does everything I need it to do. If there's something that looks like it's not supported, the support team are always able to point out how to. The Outlook integration and mobile app are excellent and mean I can interact with the system anywhere.

I have yet to find any - i have yet to find anything I need it can't do.

Centralising our client data needs with a number of very specific data requirements - means we are able to make Capsule our master data store and run all the reporting we need from it.

Its interaction handling is particularly good - our need is less about sales than existing customer relationship management, so being able to log interactions and report on them is key. Capsule is excellent at this as its mobile app makes interaction logging simple when on the move, and Outlook integration means contacts and interactions can be created directly from emails with a couple of buttons.

The sales functionality is very useful, particularly the ability to create multiple custom sales pipelines, which we use very heavily.

The ease of use of the sales pipeline and the email storing

It would be great if there was a desktop app and if I could store contacts in separate groups, not just tags

Helps me to keep track of what I am doing with potential customers and make sure I don't miss out of opportunities