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

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

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

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

It makes it really easy to store emails between teams to pick up work while members are away. Pipeline sales tracking is really useful to keep track of sales prospectives, and we created a pipeline specifically for renewals as well to get a good overall picture of both. Custom tags can be added as well so we can personalise it to our product types.

Inconvénients

The tags make it useful to track specific details about products, but it doesn't seem possible to use these tags when looking at sales forecasting, and splitting revenue by custom tags. This would be a great feature to make the forecasting more interactive and drill down into more detail.

Avantages

The one thing I like the most about Capsule is its simplicity. It might not have all the "bells and whistles" that other CRM platforms have but it does its job.

The sales pipeline, for example, it is very good because it is intuitive and gives you the key information you need for lead generation and sales – including clear analytics that show you how things have been going.

Another thing I am a fan of are Capsule's tasks and their automation. Simply lay out a process and break it into steps, or tasks, and have each one become active once the task that came before has been completed. For me, a mobile app is something I always look at when picking up a tool, so it was great to see that Capsule does have one, which means that I can work even when I am not at my computer.

Inconvénients

While Capsule has a free plan, it comes with a contacts limit that you are likely going to hit in a few months. This may not seem like a problem when you are getting started but it may turn out to be a bit of an issue if you decide to opt for a different CRM solution and need to migrate everything from Capsule.

Also, keep in mind that Capsule might not have some features you may want a CRM to have so I would suggest looking at its features list carefully before signing up.

Avantages

What I like most is keeping notes and tracking all phone calls and customer interaction with ease to follow up.

Inconvénients

Possibly a way to add photos to activity log.

Avantages

Capsule is very easy to use and for someone who hates complex tech it is reassuring straightforward

Inconvénients

We haven't integrated the software with our other systems so we are probably missing a trick. What I like least is the fact that I do have to somethings twice. I probably need some coaching!

Avantages

Intuitive UI
Easy to use
Uncomplicated
Email dropbox

Inconvénients

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.

Avantages

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.

Inconvénients

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.

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

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

Inconvénients

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.

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

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

Inconvénients

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.

Avantages

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

Inconvénients

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

Avantages

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

Inconvénients

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

Avantages

Fairly easy to use along with the cheap cost

Inconvénients

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.

Avantages

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

Inconvénients

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

Avantages

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.

Inconvénients

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

Avantages

It is a highly customizable software CRM. Track every interaction with stakeholders using the web app, email plugins, and most importantly the iOS app! The app uses the cloud based client database as a sort of substitute for your phone’s address book, phone dialer, and portal to add client interactions. Best mobile app for a CRM platform!

Inconvénients

It can be tricky linking interactions with multiple stakeholders.

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

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

Inconvénients

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

Avantages

- Excellent tool for managing sale leads
- Easy to use GUI
- Easy customer communication tracking with leads
- Task delegation to team
- Easy sale pipelines management
- Integration with help desk portals
- Integrations with G Suite

Inconvénients

- No integration with Office 365
- No mass mailouts in capsule for marketing purpose
- Free trail requires credit card which isn't good

Avantages

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

Inconvénients

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

Avantages

gestão de leads e integração com Google email

Inconvénients

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