Capsule CRM

Use Capsule to keep track of people and companies you do business with, communications with them, opportunities in the pipeline, and what needs to be done when.

Languages supported: English

8.6/10 (Expert Score) ★★★★★
Product is rated as #218 in category CRM Software
Ease of use
8.7
Support
8.5
Ease of Setup
0.0

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The smart simple online CRM. Build stronger customer relationships, make more sales and save time

Capsule CRM
Capsule CRM

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Customer Reviews

Capsule CRM Reviews

Charles J.

Advanced user of Capsule CRM
★★★★★
Easy to use, easy to configure great integrations

What do you like best?

Capsule is very easy to use and very easy to configure. In my last firm we had Salesforce with took a year to implement for 30 users cost nearly $100k in fees. We are only two people but got 90% of the configuration/functionality of Salesforce in a few hours with no integration fees and at a great value.

What do you dislike?

Just started to use the Office 365 integration which is great

Recommendations to others considering the product:

Take the time upfront to configure to your needs. Keep the tags simple and consistent (dont keep adding too many new ones).

What problems are you solving with the product? What benefits have you realized?

Manage sales pipeline, contacts, meetings, notes, correspondence - single vison of contacts, links brilliantlt with Xero

Review source: G2.com

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