Capsule

Avantages

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.

Inconvénients

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).

Avantages

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!

Inconvénients

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

Avantages

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.

Inconvénients

I had to really think to come up with something!

Avantages

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

Inconvénients

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.

Avantages

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

Inconvénients

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

Avantages

I like how the sales pipelines link well to the company profiles. I also like that you can upload a CSV of new oppurtunities. I also like the main page where you can have a good idea of what's going on in the company. I think it works well in a company where multiple product managers are speaking to multiple clients from the same company.

Inconvénients

Having to add new contacts to companies, this should happen automatically. I have 50+ 'tasks', which means I have to add associated email addresses to a company. I need to do this for my sales team. This should happen automatically, or adding should be a simple process.

Avantages

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

Inconvénients

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

Avantages

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.

Inconvénients

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

Avantages

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

Inconvénients

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

Avantages

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.

Inconvénients

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

Avantages

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

Inconvénients

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

Avantages

For me, task and workflow management make life much easier. No more remembering important calls or actions; they just come up in your dashboard. This is especially relevant when you're toggling several clients at the same time.

Inconvénients

The pipeline forecast graph (revenue forecasted per month) never seems to be correct and I've not been able to figure out how to fix it. This area could be more foolproof.
Also, I never look at the latest updates on the 'home' screen even though it takes up most of the space. Imo, this could be replaced with relevant data like the pipeline graph. Better yet, make this a customisable widget area so people can choose what would work best for them.

Avantages

Free version is mostly perfect for my needs. Contacts database, contacts history, opportunities creating and following, procedure design and editor, flexibility.

Inconvénients

Free version have a limit to 250 contacts.

Avantages

Capsule is a CRM system that delivers excellent support for a small cost. It is more customizable and has more features and greater ease of use than others in its price range. It was fairly easy to set up, customize, and learn using the provided guides and the responsive customer service team. It easily supports tracking of all actions related to an entity in one place. It has a number of built-in APIs for integration with email marketing tools and other applications. I really appreciate the task tracking, the ability to track potential customers through a customizable sales funnel, and the capacity for creating cases for tracking interactions with related to a particular person, organization, or project. I also like the ease with which I can create my own "tracks" for processes that I often repeat.

Inconvénients

The things I would want in a CRM application that are not present in Capsule are all things for which I would expect to spend more money. For example, if I were to spend more money on a CRM, I would look for one that includes volunteer sign up forms and the ability for donors to manage their own profiles and track their own donations. It is a pretty simple tool, but again, very robust for the price.

Alternatives envisagées 

Pourquoi passer à Capsule

Avantages

The product is very easy tu use, contacts, organizations, oportunities and case management is intuitive and effective.

Inconvénients

1. I would like the contacts capture be automated with some data from the contact´s organization. It is not easy to repeat the capture of the address, phone information on each contac, considering that it could be extracted from the contact´s organization.

2. I would like to have an spanish version.

Avantages

The UI/UX is exactly what we needed!

This software brings together our sales and marketing department and shows transparently and where we are in the business - [SENSITIVE CONTENT HIDDEN]

Inconvénients

There is nothing that we wish we had or could improve on :-)

Avantages

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.

Inconvénients

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.

Avantages

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

Inconvénients

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.

Avantages

Basically I LOVE it as it is so easy to use, the drag and drop on the Calendar (for those times when you just can't get it all done on the day) is so very useful.

Inconvénients

I may be asking too much (or maybe not using it as I could) but I would love to be able to track a work on a project after the deal has been won, a sort of mini project management facility. I may be able to do this with the software as it is - to be honest I am still learning how to use it - but if it were there it would help. But that's me wanting to improve on excellence!

Avantages

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.

Inconvénients

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

Avantages

Very good use, easy and practical for analysis

Inconvénients

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

Avantages

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.

Inconvénients

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.

Avantages

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

Inconvénients

-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

Avantages

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.

Inconvénients

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

Avantages

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

Inconvénients

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