Review Time
We have been using Capsule CRM in our business, integrated into Xero, HelpScout and Google Business Suite since 2014. We love the product, as they have always made working with a CRM easy to follow, and they have reinvested and improved the product over the years based on our feedback.
We have been using Capsule CRM in our business, integrated into Xero, HelpScout and Google Business Suite since 2014. We love the product, as they have always made working with a CRM easy to follow, and they have reinvested and improved the product over the years based on our feedback.
Unfortunately I did not find Capsule CRM very easy to use or suitable for my needs. When I took up the subscription, I was not given the option to select a monthly subscription, and then was refused a prorata refund when I cancelled. I won't be recommending to my network.
Capsule is genuinely by far the best CRM system I've come across. Incredibly versatile, responsive, flexible, intuitive and the customer service is second to none. It's the one CRM I've used that I never got frustrated with and the constant updates and developments mean the developers seem to be always be one step ahead when thinking about what enhancements we might need next.
I have used many CRM's over the last 25 years and have found Capsule very user friendly. It's one of the few CRM's that don't require much in the way of training to be able to use it efficiently which gives you more time to work on your buisness.
After more than 25 years of working with different CRMs, Capsule is hands-down one of the easiest and most practical systems I’ve ever used. It’s refreshingly user-friendly and doesn’t require weeks of training just to become productive. You can get up and running quickly and spend your time focusing on your business instead of learning complicated software. What really sets Capsule apart is how well it supports both sales and client delivery. The project boards are excellent and far more useful than what I’ve seen in many other CRMs, especially for managing ongoing client work. Tagging and filtering make reporting simple and powerful, and when you connect Capsule to your email and other tools, the automation possibilities really open up. Capsule also scales beautifully. It works just as well for a small business getting started as it does for a growing company that needs more structure and process. You can build in clear workflow steps to make sure nothing gets missed, customize it to fit your business, and integrate it easily with other platforms.On top of all that, the customer support has consistently been responsive and genuinely helpful, which is something that often gets overlooked but matters a lot when you rely on a tool daily.
At Beautiful British Designs, we use Capsule CRM to manage all of our client accounts, and it has quickly become an essential part of our daily workflow. What we love most is how simple and intuitive it is to use — everything we need is stored neatly in one place, making client management smoother and more efficient.The seamless integration with Xero has been a huge benefit, keeping the invoicing and financial information perfectly aligned without manual duplication. We also make full use of Transpond, and the way Capsule connects with it has streamlined our email marketing and client communication.Overall, Capsule gives us a clear, organised view of our client's business, saves us time, and helps us deliver an even better service. We highly recommend it to any business looking for a smart, user-friendly CRM system that brings everything together effortlessly.
I just love everything about Capsule. Everything it does works for a small business from its price point to its usability to its ability to grow as your business grows. I have used capsule for 6 years now and it was one of the first tools I implemented into my business- it is now second nature. The sales pipeline is essential for me as I can easily follow up on prospects and nothing important gets forgotten. It also enables me to loop back on past prospects ensuring that I maximise conversion rate- I would no doubt have forgotten about those people without capsule. How do businesses cope without Capsule? Its a must in any business!
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Capsule is an easy-to-use CRM that helps businesses stay organized, know more about their customers & build better relationships.
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