Capsule

Pros: 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.

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

Pros: Very fast and clean system to work from. Great on mobile devices.

Cons: I think there could be a bit more development on creating bespoke fields more.

Pros: Keeping track of sales and leads with automated tasks and follow up emails. Revenue forecasting. Detailed metrics for analyzing your sales process. Email templates. User permissions. The calendar view so you can see all team tasks alongside calendar events and deadlines.

Cons: I had to really think to come up with something!

Pros: Capsule software allows to efficiently send email campings and track all campaign performance in real-time. Customizability of the software is very high.

Cons: Capsule software excels in most areas I have nothing to dislike.

Pros: Capsule has been the best CRM solution for us. Capsule has been so consistent.

Cons: I like how efficient Capsule has been. Capsule is incredible.

Pros: Simplicity. Price. It appeared to be the right product for the right price.

Cons: They don’t understand the mission critical relationship between logging an activity and a related task generation. It has to be done entirely manually with no auto reminders or follow-ups. It seemed like such a basic requirement that I didn’t even check for it. My bad.

Pros: Really easy to get started with and covers all the core features needed by a contract based company. Nice to have a UK focus.

Cons: Less suited to companies managing recurring agreements eg subscriptions and memberships.

Pros: Really simple and intuitive to use. Good organisation, we like it so much we hired someone to run Capsule full-time as the ROI was clear to see.

Cons: To be able to send emails from within capsule, but appearing to arrive from my own email address.

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

Cons: 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.

Pros: DAY #1 - yes, I know, I know its early days but after using a high-powered corporate CRM for 20 years I find Capsules underlying principles of operations intuitive , and easy to understand. I accept there is much to do to get me back up and running in my small business but I'm really confident after my painful transition from a large US corporate CRM that it wont be as painless and frustrating. Also let me highlight an outstanding feature of Capsule. Hardware, software, R&D catchup, and leapfrog etc is the nature of the industry. But what my intuition tells me after a long time in the game what will set this company apart (and I've seen many over the years: good and abysmal) is the quality and calibre of the support. The support team wants me to succeed! :) and that gives me a lot of energy. I have spent 40 years in the IT game and to get a support response from halfway round the world in 4 hrs gives me great confidence. I will report back again year!

Cons: I will report back in the next 6 months to give an update.

Pros: If you don't want to hire an assistant but need something to keep you on track then you have come to the right place

Cons: I would like it to work better with Apple.

Pros: 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.)

Cons: 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.

Pros: Easy to use and easy to learn, this has been a game changer for us. We used to keep everything written down or online in customer files but that made it hard to find details when needed. Now we can search on our computers or if out on site easily look it up on the app

Cons: We are happy with how this software has fit into our business and the simplicity of it

Pros: 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.

Cons: 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.

Pros: Very good use, easy and practical for analysis

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

Pros: One of the best features is the capsule daily reminder email that comes to me every morning with whom I need to take next actions with. Of course, this requires me to be an active user of tasks, which i have always been, but it allows me to do that all in the CRM and not have followups in Outlook or Gmail . The other aspect is the seamless updating whether I do it on my iphone based app or desktop

Cons: I use Outlook 365 desktop and having the full HTML and attachment ability is better than the email integration of Capsule. Either Capsule should go right to my Outlook 365 when I start an email

Pros: Ease of use and efficiency. Mainly use for sales enquiry follow ups.

Cons: Not being able to delete a contact once they had left the company

Pros: Su gestion de clientes y base de datos funciona bien ayuda en el trabajo

Cons: Algunas opciones son algo complejas pero se resuelve

Pros: gestão de leads e integração com Google email

Cons: integração com o cliente, bem como probabilidade média de fecho de leads

Pros: I used Capsule maybe 5 years ago managing my own small client base. Now I'm working with a small non-profit that has 100s of contacts we need to manage and track. After trying a couple of the biggies I was so glad to get back to Capsule! It's even better than I remember

Cons: I want a magic genie that will enter all my data while I take a nap!

Pros: The ease of use when our data was under 500

Cons: It did not seem as competitive as other providers

Pros: I like the simplicity of the system. It was very quick and easy both to setup (and make changes to) and then to use the system. It has been very easy to train new employees on. The system has some good power around workflows - which have helped us lock down our processes and helped new staff to follow them. It has a good integration with Xero which has saved us a lot of time and has just released an integration into a mail campaign tool (Transpond) which looks to be a nice added bonus.

Cons: The system doesn't have a document generation tool (so you need to generate invoices and quotes in a separate system). It also is comparatively underpowered in the reports you can generate (even when you upgrade to the higher tiers that have additional reporting functionality). You can export full data sets to CSV - so we have built what we needed in Excel, but it would be nice to have it saved as reports and visualisations in the system. There also isn't the flexibility around notifications that I am previously used to (and so we have had to adjust the workflows a little).

Pros: I like how you can have separate contacts, organizations, and opportunities but that you can connect them all. Unlike some contact management tools, this gives you a ton of flexibility in tracking interactions and todos.

Cons: I wish there were a way to attach the same individual to multiple organizations. There is a workaround by embedding a URL in the info for each entity, but it would be nice to be able to see an individual and separate out the different communications based on the organization they are involved with.