Capsule

Pretty good.

Commenti: Overall experience was positive. It's a solution that I recommend to people.

Aspetti positivi:

What initially attracted us to this CRM was its cost effectiveness. I was impressed by how easy it was to deploy and run. The mobile app was pretty solid, easy to use and probably better or on par with some of the other (more expensive) CRM apps I've used. ~Capsule also had a decent project management function.

Aspetti negativi:

I think we had some trouble when trying to connect to Mail Chimp. From memory it took a long time to get it right.

Great Easy To Use Affordable CRM

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

Aspetti positivi:

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.

Aspetti negativi:

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

Features and Format Lacking, Good for the Basics

Commenti: Overall, Capsule seems middle-of-the-road. It's been useful as a database to keep our pipeline and outreach organized at a base level but hasn't impressed beyond that.

Aspetti positivi:

The ability to export to Mailchimp has been very useful, it allows us to immediately update lists without having to go through multiple extra steps.

Aspetti negativi:

Certain features I'm used to in a CRM are missing. The only way to correlate multiple organizations (as a subsidiary or similar case) is to make a note of it in the organization description and that doesn't link through. You're also unable to categorize a contact under multiple organizations, so you need to create a new person with the same name if you want to put them under more than one company. It would also be nice to have a better search and reporting function. The only things you can search for are the person, organization, case, and note content, so every other bit of information you'd like to search for and compile must be placed as a tag, which gets clunky and disorganized easily. There is some sales pipeline reporting, but the options are not as robust as other CRM systems I've used in the past.

Good stuff

Commenti: Love it

Aspetti positivi:

We really like the interface and how it is organised. Best feature is the gmail integration.

Aspetti negativi:

Im hoping that we can connect a certain gmail contact and automatically have every new email/conversation feed into the same contact on capsule.

Capsule is great!

Commenti: It's been a joy. Deployed super quick and was working pretty much out the box. It's not bloated like other CRM's with loads of unnecessary fields and functionality that most people dont use anyway.

Aspetti positivi:

It's intuitiveness is certainly my biggest positive. To be able to get the system up and running quickly and efficiently is a massive plus point. It keeps me focussed on what I need to do daily and it has yielded results.

Aspetti negativi:

If I'm being picky I would like the ability to turn some features off. For example I don't use cases so I'd prefer if it just wans't there but it's a minor point.

Why Capsule should do better

Aspetti positivi:

The ease of use when our data was under 500

Aspetti negativi:

It did not seem as competitive as other providers

Bang-for-buck the best CRM for Xero

Aspetti positivi:

Capsule does everything a CRM should: - All of your organisation and contact information in one place - Heaps of available integrations including MailChimp and Xero - Mobile app for capturing new leads - Customisable opportunity management - Customisable case (ticket) management - Email integration makes tracking email correspondence easy - Custom fields allow you to update your

Aspetti negativi:

Capsule has several weaknesses you should be aware of: - The opportunity management is customisable but fairly basic. Its great if you currently have no visibility of your pipeline, stages, value, probability or timeframes. There are apps out there that do these features better but not with all the other great stuff Capsule can do at the same price point. - Capsule is not a marketing automation tool but will help with your marketing - Capsule is not a sales pipeline tool but will improve your pipeline visibility - Capsule is not an email client - Capsule is not your accounts receivable management tool but will improve your collections

The best CRM money can buy

Commenti: excellent, anyone can use capsule and not just the super techies

Aspetti positivi:

The client management, and the ability to keep things easy to use and not over complicate day to day activities

Aspetti negativi:

The search bar feature could be improved as search key words rather than phrases

We drive our business forward with Capsule

Commenti: Capsule has become the key driver of business growth for us, and we track everything through it. No exceptions.

Aspetti positivi:

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.

Aspetti negativi:

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

Simple, easy to use CRM software

Commenti: Capsule is a really simple, straightforward CRM for small businesses. It's reasonably good value for money, easy to use, and very useful for tracking your sales, customers and prospects.

Aspetti positivi:

Intuitive UI Easy to use Uncomplicated Email dropbox

Aspetti negativi:

Could do with more options to prioritise tasks - they just get served up in date order, irrespective of whether or not they are important. This makes the task feature effectively unusable.

Quick to set up and start getting results

Commenti: 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!

Aspetti positivi:

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.

Aspetti negativi:

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.

Easy to use and great for quote tracking

Commenti: Excellent thank you

Aspetti positivi:

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.

Aspetti negativi:

I don't understand what the cases are??

Capsule Feedback

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

Aspetti positivi:

Fairly easy to use along with the cheap cost

Aspetti negativi:

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.

EASY AS PIE

Commenti: has been great to work with and easy to operate

Aspetti positivi:

Super easy to start using , the pipeline is the best way to keep track of sales process and visually easy to keep track of

Aspetti negativi:

I feel it needs to automatically remind me of thing, I use this to track inquiries and sometimes people fall through the cracks. if for some reason I forget to start an opportunity I won't see the customer on the sales pipeline, maybe its just the way im using this.

A Great Organizational Tool!

Commenti: Multiple people in our organization are points of contact for a client, so Capsule has helped us to be able to document and share information among our team. It is easy to use, and allows us to capture all of the important information for our clients.

Aspetti positivi:

This software is very easy to use, and we have had great success with using it to communicate internally to better serve our clients. The calendar view for tasks is my favorite to stay on top of everything.

Aspetti negativi:

I would like to see an added feature of being able to pin notes to the top of the home page for a Person/Organization.

I use this daily as a CRM for my small business contacts, and love how quick and easy it is to use.

Commenti: Easy note taking which facilitates better interaction with my clients. I love the central location of all my info and that I can access it on my smart devices too.

Aspetti positivi:

I love how easy it is to complete just about any task imaginable. I make a LOT of notes for my customer accounts, and I love how each note can have any number of file attachments to them, but all the attachments for ALL the notes are also kept in a different area. Being able to integrate with my Google Apps account is a BIG plus, as is the ability to have emails I send instantly saved to customer records without me doing anything. Creating custom fields is also a breeze and makes my life a lot easier.

Aspetti negativi:

I really don't like the huge gap between a free account and a professional account. They need to increase storage limits AND create a plan between free and professional price points for smaller businesses. This is what really holds me back from doing more with this software, and keeps me in the market for different software constantly.

An excellent tool for the small SME

Commenti: We have been using it for over five years and it is invaluable to us as a resource in managing the business.

Aspetti positivi:

Ease of use, especially the mobile app which you can update and access easily when on the move.

Aspetti negativi:

I would like to be able to send emails with attachments from Capsule directly, that is the feature I need the most which is not available.

An "Honest and Basic" CRM for sme

Commenti: Capsule is an easy to use CRM with all the "basic" necessary features to manage your customers / prospects and their history
It is the centralized place where you can store all your customers / prospects contacts and manage them.
You need other specialized tools if you want to manage completely the pipeline, the sales cycle, the service tickets
There some good integrations but limited. All the rest should be managed via API

Aspetti positivi:

Easy to use Nice integration with Socials to retrive people information (pictures) Some basic easy to use integration with msot popular tools like Mailchimp, Xero, Zendesk Good the App for iOS

Aspetti negativi:

Limited tools integration No a really solution to manage sales cycles and tickects

This is IT

Commenti: I use it and recommend it to my clients.

Aspetti positivi:

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

Aspetti negativi:

I would like it to work better with Apple.

Great CRM for B2B relations

Commenti: Fantastic. Enter customer data once migrates automatically to xero for invoicing and manages our mailing lists in mail chimp.

Aspetti positivi:

Its easy to use free of feature creep that so many CRM suffer from. We are a B2B business and Capsule does everything you want it to do. The support is fantastic and really needs 10 stars not 5. Its easy to configure has all the integrations with Xero and mail chimp we need and its fast.

Aspetti negativi:

Some of the fields require opening and saving as opposed to modern just enter fields.

Why I Acquired Capsule

Commenti: My management of clients has improved dramatically.

Aspetti positivi:

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

Aspetti negativi:

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

OK CRM for the Price

Commenti: I have to have a CRM in place for my company to keep clients tasks organized. We manage hundreds of clients daily.

Aspetti positivi:

Capsule has basic functionality. I have a list of my Contacts, I can create tasks, make tags, and create pipelines. It allows me to upload documents and manage the team's tasks under me.

Aspetti negativi:

I can only upload one document at a time which is annoying. The automatic email BCC doesn't work for me to record in my notes so I always have to copy and paste.

A user-friendly CRM

Aspetti positivi:

Very useful for contact management, also to manage opportunities and tasks

Aspetti negativi:

Easier integration with MS Outlook to save "sent" emails

The perfect CRM for start ups and fast growing SMBs

Commenti: Capsule is one of the cornerstones of our sales organisation.

Aspetti positivi:

Good value for money, quick setup, reasonably customizable, easy to use. Good integration with G-Mail and Mailchimp.

Aspetti negativi:

Bulk editing was a bit weak for a long time, but got massively improved this year (2018). Integration through Zapier with our accounting software Bexio doesn't support our use cases.

Simple, straightforward, and powerful. Great for small teams

Commenti: The clean user interface and calendar tools / follow-up task management features are great to get things organized and your business focused on driving sales.

Aspetti positivi:

It's intuitive so getting your team on it and started won't be difficult, even if they're not tech savvy. The layout is clean and straightforward too - helps keep the focus on selling (your initial contact with prospects and the required follow up). Priced fairly too.

Aspetti negativi:

If you have a big team, you can probably find other alternatives for what it will end up costing you. The general features are great but once you move into more of the advanced stuff, it can be a headache - those who aren't tech savvy will struggle.