Capsule Recensioner

Capsule CRM

Fördelar:

It's dead simple to track leads and interactions with leads.

Nackdelar:

I just wish it was a couple clicks easier to get the dropbox email to work more smoothly (not the file sharing software, but the inbox that sorts your inbound mail into appropriate opportunities and cases). It's sometimes easy to forget to BCC the opportunity to track the next message.

wonderful Software for every business

Kommentarer: The software is simple to use, it has a wide range of tools that you can use. However, the great thing you dont have to use all the features and they are hidden away, so they dont affect your everyday usage. Incredibly for this type of software and all the tools you can access, it is incredibly affordable for personal, small business or large companies. We really love the product

Fördelar:

We have used this software for over five years. We used to use act and were reluctant to move to another provider. We moved because we could use the software on all forms of devices, anywhere in the world. The other great feature is that it is so simple to use, you hardly need any training at all

Nackdelar:

Actually we love it, so we dont really have anything negative to say

Simple but limited CRM

Kommentarer: Was the first standalone CRM system we used, but due to fairly basic functionality we decided to keep it as a back up and switch to a different primary system (which has turned out to be better but still a bit lacking for the needs of a small consultancy)

Fördelar:

It is quite easy to use and get up to speed with the core functionality of the CRM (e.g., adding new contacts, recording activities, etc.)

Nackdelar:

The functionality is limited, which meant that for most use cases we used some kind of a work around to make it work for consulting.

A Good Starter CRM

Fördelar:

Capsule has a simple and intuitive Dashboard that makes it easy to navigate, create new leads and handle the projects and clients through different pipelines.

Nackdelar:

In my opinion, capsule lacks essential functionalities like a proper help of AI or deep automations to be considered by many more companies.

Capsule Review

Fördelar:

Very easy to set up Easy and intuitive to use It is flexible enough so that it can be moulded around a requirement or purpose, even if that function isn't immediately obvious. The support staff are great at coming up with solutions and work arounds Support staff are very quick to respond. The close links with Mailchimp and Zapier are great and really easy to merge different systems.

Nackdelar:

You can't 'drag and drop' documents from the system to emails. There's no 'pre-opportunity' stage - i.e. no way of registering an interest in a product (linking a client and product or organisation) without it being a formal 'opportunity' - there needs to be a 'pre-opportunity' facility to ease admin in the system. There's no way of retaining a record of a meeting in the calendar. There's no one to stand behind my husband and remind him to record notes in the system! :-)

Great Easy To Use Affordable CRM

Kommentarer: I have been using Capsue since 2017 and to date I have had no issues with the software even it was updated.

Fördelar:

Easy to use. Price. Date Stamp. Search by name, keyword or phone number. You can up load documents to a specific contact. You can separate contacts using tags. Notes easy to edit. Beginner friendly. Generous Free account. It has an app that syncs perfectly with the online account.

Nackdelar:

So far the online has everything I need. I have no complaints. The app could add search by phone number. It would help when a client calls I could search the phone number and address them by name if they are found in my CRM the same way I do when working from my lap top from home

Simple and Functional

Kommentarer: My needs for tracking client opportunities are simple and this CRM does everything I need of it. I mainly use it for recording my meetings and coaching sessions with my clients. This functionality is easy to use and it is easy to search clients later to see what was last talked about.

Fördelar:

It is incredibly easy to set up, very simple to use and I like it's integration with Xero.

Nackdelar:

Sending email from the system get stored in dropbox, not ideal if you don't use dropbox

Capsule is simple to use and just the right number of features

Kommentarer: I've been using Capsule for several months and I am very happy. Occasionally I try other apps just to see, but none of them are as easy to use. Capsule feels like a gem of a CRM in a field crowded with lots of apps. If you need reminders of who to follow up with and when, Capsule does that really well—and can grow with you as you grow. Next year I'll likely need to upgrade from the free level, and I'll gladly do so.

Fördelar:

As a service provider I have a lot of contacts to track. I tried several CRMs (Hubspot, Monday, etc) but none were as simple to use as Capsule. I had basic needs: track new contacts and set reminders to follow up. While other apps had those features alongside dozens of other tools, Capsule made it very easy to start tracking and reminding right away. And that's on a free level! The Gmail extension works really well and makes adding tasks quick and easy.

Nackdelar:

If I was nitpicky, I'd say maybe a more modern design. But it's not strictly utilitarian, and it's simplicity makes it easy to do what I need.

Easy to use, keeps my lead tracking process organised

Kommentarer: It's positive - solves a problem, makes my life easier so it's a thumbs up from me.

Fördelar:

I love that it's easy to use, keeps my lead tracking process organised. No complicated features. I set reminders and track everyone I have contacted. I can access all features really easily and it just makes my sales and marketing manageable - without additional functions I won't use or need.

Nackdelar:

When I import a CSV file - I need to format it slightly for it to identify all the columns - just an extra step which is a bit of a pain but not a biggy.

Quick and useful to get ourselves organised but the limitations are starting to show

Kommentarer: It's our 2nd management tool - the first one was overly complicated and this is quite simple
The Dropbox solution is a bit of a fudge but it works most of the time.
The tasks system and visual customisation leave a lot to be desired.

Fördelar:

It's fast and simple, a young British company. which we wanted to support. Its online and accessible on an app It does a lot of what we originally needed

Nackdelar:

The tasks and the layout - lack of customisation - colours or icons - fields can be hard to identify at a glance. Starts to get expensive with more users - if I could role out viewing to my whole team (no input) it would be handy - but i can't justify £300 a month We no longer use the sales side - that didn't really work for our company - now just use the contacts, tasks, recording of data

Support lacking

Fördelar:

Easy to import contacts. A good system, but lacks overall due to customer support.

Nackdelar:

The customer support is bad, really bad. Unless you have an IT person in house, don;t get this one. If you have an issue, you can't talk to anyone. You have to send an email and you are at their mercy as to when they will get back to you. Average time is easily one day, most likely two days. Doesn't anyone work anymore? A simple question that could be answered in 5 minutes over the phone, they make you wait days by email. Good program, everything I needed, but wish I never bought simply on lack of customer support.

Quick to set up and start getting results

Kommentarer: I've used Capsule for several years, as both a free and paid subscriber. It fits like a glove. Does what I need, doesn't force me into a different way of working, has been reliable (if it's ever been down, it wasn't any time I accessed it.) The company is actively developing it. I have used at least a dozen small-business CRM systems. Capsule is like my favorite pair of jeans -- it fits, never gets in the way, and makes me look good!

Fördelar:

Capsule is a good fit for my business. I'm a sole prop. consultant. I need to stay on top of my relationships with each customer to exceed their expectations. With Capsule on my laptop and phone, I can refer to past interactions and update with new ones in real time. With Capsule, I can create my own custom "tracks", action step lists to follow for any process in my sales or support functions. I can create my own custom fields and color-coded tags. There are a good number of integrations with other web apps, you just have to see if yours is on the list. I use it with Harvest for time recording and Xero accounting. They also offer a good API. It took me an evening to write a script to copy every action logged in Harvest into the customer notes in Capsule. I have no use for the team collaborative aspects of Capsule so can't comment on them.

Nackdelar:

The only complaint I have is a minor one - I liked the calendar task view better before the recent update. Now I can't see all my tasks for the month at once, it truncates after 3 or 4 on any given date, and hides the rest. I can still view all the tasks for a day by clicking on it, but it's a slower way to reorganize on a grand scale.

Capsule Feedback

Kommentarer: Not a bad system for the price we are paying.

Fördelar:

Fairly easy to use along with the cheap cost

Nackdelar:

The integration with Quickbooks is not the best to be honest. We have had to disable the interaction as it was changing the records we had originally set up in Quickbooks. Also was not a simple click of a button to see the previous sales, you have to continuously sign into quickbooks when you want to see records, a bit pointless really.

A complete CRM with Easy to Use and Simplicity.

Kommentarer: For an Architectural Firm like ours, it is minimalist and not complicated. Workflow is natural and well organized. Fun to work on. It gives a clear big as well as a micro picture of the overall business development efforts.

Fördelar:

The ability to plan & track activity for contacts is what attracted me to Capsule CRM. The feature to add Tracks to Leads is a winner! It's clean and clutter-free. It is easy to use and not overwhelming.

Nackdelar:

The dashboard can show more reports. The activity of Pipeline Track should show up on Dashboard. Should be able to add notes to the reason for Won or Lost Leads.

Easy to use and great for quote tracking

Kommentarer: Excellent thank you

Fördelar:

I find Capsule really easy to use and manage all my quotes, leads and follow-ups on it. I like that you can have custom fields too, helps for tracking. I have used the system for the last 5 years.

Nackdelar:

I don't understand what the cases are??

Relatively Robust, and Affordable!

Kommentarer: For our small business (5-10 team members), Capsule provides us with one location to input all of our data. We can track contacts, organizations, and opportunities, as well as opportunity stages and milestones, while customizing categories and notes for all of it. It is incomparably more affordable than any of the other CRMs I've used.

Fördelar:

Capsule serves all its purposes very satisfactorily. It doesn't have very many bells and whistles, or email campaign options like other CRM databases, but it is very useful for logging contact information, making notes, generating tasks, and running reports. You can categorize contacts by organization, people, and deal opportunities, and also by customized tags and custom fields.

Nackdelar:

Very few things to dislike. The only way to export contacts with notes is to export the entire database into Excel and sort from there; there is no option within the database's reporting capabilities to generate the notes for specific contacts. Capsule also does not have email campaign capabilities or drip campaign options, but those are high-price items that only come with the big CRM monsters.

Needed convincing to use Capsule, but no a convert!

Fördelar:

Honestly, I was sceptical about using Capsule when it first came along. I couldn’t see how tracking tasks or cases could benefit my work. I saw it as another thing I had to do, day to day. I thought the main reason for getting it was to track the relationships, conversations and connections between partners. Since I’ve been using Capsule, I’ve found it really useful for those things. I can check who and what people have been talking to partners about and I can use it to track my own conversations with partners. It’s like creating a story of those relationships. I still don’t use the tasks or cases, but maybe that will come at some point

Nackdelar:

As above. In addition, I would like a feature where you can search for a contact and then add them to a list without having to create a task or tag. That would be good.

Capsule is Easy to use.

Kommentarer: We use this data base daily, to track many type of entries. The note and task features are very helpful. It is a very detailed data base but very easy to use.

Fördelar:

That it is easy to use, has many fields and ways to enter data. Being able to enter notes is a great help. Ease of finding people or companies in the data base and link people to companies.

Nackdelar:

We aren't able to create emails with graphics to send to mass mailing with ease.

Go for it and keep track of all your contacts for years!

Fördelar:

Ease of use and complete history of all my contacts over years.

Nackdelar:

Nothing I can think of. So keep this up!

One of the best CRM solutions

Fördelar:

Many years ago before I used Capsule, I researched up and down different CRM solutions. Capsule was the most reasonable as far as pricing goes, and their interface and features is one of the best. It's a powerful CRM that allows a lot of customizations, which is what I need. I highly recommend Capsule! They're always listening to users and coming up with new features that make the CRM better and better through time.

Nackdelar:

Honestly, I don't really have much to complain about Capsule!

Bom

Fördelar:

Very good use, easy and practical for analysis

Nackdelar:

Fix bugs for operation on cell phones, it would be great

Thoughts and opinions on Capsule CRM

Kommentarer: The Free CRM segment of this market is flooded with products which promise a lot but deliver very little - then attempt to extort money for what was billed as a free service. Capsule's most redeeming feature is that it works and it really is free to use - integrity like this is a BIG plus for a business like ours.

Fördelar:

I like the fact that it's very easy to set up. Adding new contacts and their respective organizations is swift and seamless. What I like most about Capsule is that it is a proper CRM system which is made available to small businesses free of charge - when we've grown enough to warrant spending money on CRM - Capsule has already crossed the finishing line.

Nackdelar:

There are some GUI flaws which make navigation a little difficult, but these are merely tweaks to what is a robust and simple-to-use system.

Nice Cloud Directory Platform

Fördelar:

-Easy to use and navigate -Custom tags for customers -Phone app for iOS work well

Nackdelar:

-Importing contacts from office 365 or Gsuite would be handy -Had an issue with Android app where it took nearly 10 minutes syncing the contacts when I tried to open the app, I needed the information asap as I was stranded outside an office which was inconvenient

Great Secondary CRM

Kommentarer: Capsule was easy to set up, easy to learn and then train others on, and it’s very intuitive unlike other CRMs

Fördelar:

Easy to use, intuitive easy to train how to use for new employees. Great powerful CRM tool. Has many robust features to make sure all my bases are covered.

Nackdelar:

Some features of high budget CRM systems are not present, like the ability to contact within the program.

Why I Acquired Capsule

Kommentarer: My management of clients has improved dramatically.

Fördelar:

CAPSULE is extremely easy to use and is built for users, not programmers. Developing one's knowledge and understanding developes in easy steps and is well supported by superb documentation

Nackdelar:

I have not come across any to date, including webcam training , on line documentation