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En savoir plus sur Capsule

Capsule est le CRM en ligne simple et intelligent. Il propose un compte gratuit pour deux utilisateurs ou des comptes payants à partir de 12 dollars par mois.

En savoir plus sur Capsule

Avantages :

Simple contact and account management, link task reminders to contacts and or opportunities. Integration with GMail etc, Xero, MailChimp.

Inconvénients :

We no longer use the sales side - that didn't really work for our company - now just use the contacts, tasks, recording of data.

Capsule - Notes

Note moyenne

Facilité d'utilisation
4,6
Service client
4,5
Fonctionnalités
4,3
Rapport qualité-prix
4,6

Probabilité de recommander le produit

8,8/10

Capsule a reçu une note globale de 4,5 étoiles sur 5 d'après 157 avis d'utilisateurs publiés sur Capterra.

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Filtrer les avis (157)

Peter
Peter
Director (R.-U.)
Utilisateur LinkedIn vérifié
Aviation et industrie aéronautique, 2–10 employés
Temps d'utilisation du logiciel : 6 à 12 mois
Source de l'avis

Best CRM I've ever used

5,0 il y a 3 ans

Commentaires : Peace of mind for my business

Avantages :

Visual presentation of the data, ease of access, monthly subscription, data capture, project tracking, email link capability, mobile access.

Inconvénients :

The CRM had no functions that I disliked

Alternatives envisagées précédemment : Act!, Salesforce Sales Cloud et SugarCRM

Pourquoi passer à Capsule : All other products were too complex with difficult to set up daily interactions

Réponse de l'équipe de Zestia

il y a 3 ans

Hi Peter, Chloe here from Capsule. Thanks for taking the time out to write a review about Capsule - we're really glad it's helping your business!

Robert
Robert
CEO (Australie)
Utilisateur LinkedIn vérifié
Gestion de l'enseignement, 2–10 employés
Temps d'utilisation du logiciel : 6 à 12 mois
Source de l'avis

A simple CRM that allowed us to hit the ground running

4,0 l’année dernière

Commentaires : Overall I have been pleasantly surprised. I at first thought the system would be too underpowered for what we needed, but it has actually delivered on what we have needed and the simplicity of changing things has allowed us to easily experiment with our processes until we have things right. It has suited our small team very well - and I look forward to seeing how well it scales with us.

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).

Alternatives envisagées précédemment : Salesforce Essentials

Pourquoi passer à Capsule : The initial price point was cheaper for Capsule (about half the price of Salesforce) - and I and other key staff members of the team had experience of setting up Salesforce and found that there was just a lot more to do before you could start using the system (and another step change of work before you could start using it again).

Réponse de l'équipe de Zestia

l’année dernière

Hi Robert, Chloe from Capsule here. Thanks for taking the time to write a detailed review - it really helps our team when we receive first-hand feedback. We're so happy to hear that Capsule is helping your business and saving you time in a variety of ways. We've also taken onboard your feedback regarding document generation, reports and notifications. If anything should change on any of those fronts - you'll be the first to know. Regardless, we're very happy that you've been surprised by Capsule and look forward to helping your business scale in the future.

Utilisateur vérifié
Utilisateur LinkedIn vérifié
Logiciels, 11–50 employés
Temps d'utilisation du logiciel : 6 à 12 mois
Source de l'avis

Features and Format Lacking, Good for the Basics

3,0 il y a 5 ans

Commentaires : 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.

Avantages :

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.

Inconvénients :

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.

Ben
Owner (Australie)
Loisirs, voyage et tourisme, Auto-entrepreneur
Temps d'utilisation du logiciel : Essai gratuit
Source de l'avis

Day #1 of the evaluation

4,0 il y a 3 mois

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.

Jesse
Business Owner (É.-U.)
Médias en ligne, Auto-entrepreneur
Temps d'utilisation du logiciel : 6 à 12 mois
Source de l'avis

Capsule is simple to use and just the right number of features

5,0 il y a 2 ans

Commentaires : I've been using Capsule for several months and I am very happy. Occasionally I try other apps just to see, but none of them are as easy to use. Capsule feels like a gem of a CRM in a field crowded with lots of apps. If you need reminders of who to follow up with and when, Capsule does that really well—and can grow with you as you grow. Next year I'll likely need to upgrade from the free level, and I'll gladly do so.

Avantages :

As a service provider I have a lot of contacts to track. I tried several CRMs (Hubspot, Monday, etc) but none were as simple to use as Capsule. I had basic needs: track new contacts and set reminders to follow up. While other apps had those features alongside dozens of other tools, Capsule made it very easy to start tracking and reminding right away. And that's on a free level! The Gmail extension works really well and makes adding tasks quick and easy.

Inconvénients :

If I was nitpicky, I'd say maybe a more modern design. But it's not strictly utilitarian, and it's simplicity makes it easy to do what I need.

Alternatives envisagées précédemment : Pipedrive, Brevo, monday.com et HubSpot CRM

Pourquoi passer à Capsule : Other CRMs were pretty complicated for what I needed. I first tried Hubspot, but I was lost in all the features. All I needed to do was set reminders to follow up with people. While the other CRMs do that, it felt like I had to swim through a dozen other features to get there. I was able to start using Capsule immediately and knew exactly what to do. And with the Gmail extension, it's even simpler.

Réponse de l'équipe de Zestia

il y a 2 ans

Hi Jesse, Chloe here from Capsule. Thanks for taking the time to write a review - that's really going to help other people considering Capsule. We're happy to hear that you're finding Capsule so easy to use, especially compared to alternatives you considered and that it's helping you to do what you need to.

Peter
Director (R.-U.)
Services et technologies de l'information, 2–10 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

wonderful Software for every business

5,0 il y a 3 ans

Commentaires : The software is simple to use, it has a wide range of tools that you can use. However, the great thing you dont have to use all the features and they are hidden away, so they dont affect your everyday usage. Incredibly for this type of software and all the tools you can access, it is incredibly affordable for personal, small business or large companies. We really love the product

Avantages :

We have used this software for over five years. We used to use act and were reluctant to move to another provider. We moved because we could use the software on all forms of devices, anywhere in the world. The other great feature is that it is so simple to use, you hardly need any training at all

Inconvénients :

Actually we love it, so we dont really have anything negative to say

Réponse de l'équipe de Zestia

il y a 3 ans

Hi Peter, Chloe from Capsule here. Thanks for reviewing us! We're so happy to hear that Capsule has worked out for you!

REBECCA
Director (R.-U.)
Immobilier, 2–10 employés
Temps d'utilisation du logiciel : 6 à 12 mois
Source de l'avis

Capsule Review

5,0 il y a 3 ans

Avantages :

Very easy to set up Easy and intuitive to use It is flexible enough so that it can be moulded around a requirement or purpose, even if that function isn't immediately obvious. The support staff are great at coming up with solutions and work arounds Support staff are very quick to respond. The close links with Mailchimp and Zapier are great and really easy to merge different systems.

Inconvénients :

You can't 'drag and drop' documents from the system to emails. There's no 'pre-opportunity' stage - i.e. no way of registering an interest in a product (linking a client and product or organisation) without it being a formal 'opportunity' - there needs to be a 'pre-opportunity' facility to ease admin in the system. There's no way of retaining a record of a meeting in the calendar. There's no one to stand behind my husband and remind him to record notes in the system! :-)

Alternatives envisagées précédemment : Zoho CRM et HubSpot CRM

Pourquoi passer à Capsule : it worked better for our requirements, customer support was personal and significantly better and the price was better.

Réponse de l'équipe de Zestia

il y a 3 ans

Hi Rebecca, Chloe from Capsule here. Thanks for your review - I'll be sure to pass on your feedback to our team. As for the pre-opportunity problem, you could use a Case for that and then you can link that case to an Opportunity if it does move into the pipeline. That way you can have a clear record of it, but it isn't impacting conversion rates or anything like that. You can read more about Cases here: https://capsulecrm.com/support/projects-and-events/understanding-cases/. While you can't see your past tasks in the Calendar, you can go to the task list view and filter for completed tasks. Here you'll be able to see a list of everything that's been completed. While we can't put someone behind your husband and nudge him - you could set up a task for a certain time each day that recurs every week (5 recurring tasks), basically just as a prod to remind him to add notes? I hope that gives you some tips and if you need any extra support you can always reach out to us.

Dave
Research and Product Development (Nouvelle-Zélande)
Formation professionnelle et coaching, Auto-entrepreneur
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Simple and Functional

5,0 il y a 3 ans

Commentaires : My needs for tracking client opportunities are simple and this CRM does everything I need of it. I mainly use it for recording my meetings and coaching sessions with my clients. This functionality is easy to use and it is easy to search clients later to see what was last talked about.

Avantages :

It is incredibly easy to set up, very simple to use and I like it's integration with Xero.

Inconvénients :

Sending email from the system get stored in dropbox, not ideal if you don't use dropbox

Alternatives envisagées précédemment : Zoho CRM et HubSpot CRM

Pourquoi passer à Capsule : it was the easiest to use and the price point was great.

Réponse de l'équipe de Zestia

il y a 3 ans

Hi Dave, Chloe from Capsule here. Thanks for your feedback - we're glad you like the integration with Xero. In terms of the Drop Box I have good news as the Capsule Drop Box is not the same as the file storage service Dropbox.com. The Capsule Drop Box is effectively an email address that you use to BCC or forward your emails to which in turn stores them against the relevant contact in your Capsule account. This is what non-google users use for storing emails. You can learn more about storing emails using the Capsule Mail Drop Box here: https://capsulecrm.com/support/setup-and-configuration/storing-emails/#understanding-the-mail-drop-box. If they are finding that emails aren't being stored on their contacts as expected, could you please email support@capsulecrm.com and we can investigate further.

Jonathan
Director (R.-U.)
Production audiovisuelle, 2–10 employés
Temps d'utilisation du logiciel : 6 à 12 mois
Source de l'avis

Easy to use, keeps my lead tracking process organised

5,0 il y a 10 mois

Commentaires : It's positive - solves a problem, makes my life easier so it's a thumbs up from me.

Avantages :

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.

Inconvénients :

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.

Alternatives envisagées précédemment : HubSpot Marketing Hub et Mailchimp

Pourquoi passer à Capsule : Does exactly what I want without the other stuff that make CSMs so more complicated and heavy

Réponse de l'équipe de Zestia

il y a 9 mois

Hi Jonathan, Thanks for taking the time to write a review- we really appreciate that. We're glad to hear that Capsule is keeping you organised and you're easily able to manage your sales and marketing using it. As for the import process are you having to change the format from ; to , separation? We're always looking at ways to improve this process and would love to hear more specific details. If you could email support@capsulecrm.com then our team can help you out.

Lou
Owner (É.-U.)
Assurance, 2–10 employés
Temps d'utilisation du logiciel : 1 à 5 mois
Source de l'avis

Support lacking

4,0 il y a 4 semaines Nouveau

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.

Beth
Co-Owner (É.-U.)
Services à la personne et aux familles, Auto-entrepreneur
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Best in Class CRM

5,0 il y a 4 ans

Commentaires : I originally acquired Capsule to keep track of customers, potential customers, task management, and event management for a coaching and education business. I continue to track coaching clients in the software, but now I primarily use it for event and task management for a grassroots nonprofit.

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 précédemment : Less Annoying CRM, Zoho CRM, Insightly, Pipedrive, Acuity Scheduling, OnePageCRM, Highrise, Really Simple Systems CRM et HubSpot CRM

Pourquoi passer à Capsule : Best fit for our needs

Linda
Owner (Pays-Bas)
Conseil en gestion, Auto-entrepreneur
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Use it daily and recommend it to all my clients

5,0 il y a 3 ans

Commentaires : I recommend Capsule to clients for simple efficiency. Just getting your tasks sorted according to client or project is a huge benefit and Capsule, to me, is much more intuitive than something like Asana

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.

Réponse de l'équipe de Zestia

il y a 3 ans

Hi Linda, Chloe from Capsule here. Thanks for writing a review about your experience with Capsule. We're happy to hear the task and workflow management is helping you out. We have been asked about customising the dashboard before so it's on our radar and we will record your interest against this feature request. If you would like some more help with the pipeline forecast could you send us an email at support@capsulecrm.com then we can answer any questions you might have about that there?

Christian
Principal - Business Owner (É.-U.)
Photographie, Auto-entrepreneur
Temps d'utilisation du logiciel : 6 à 12 mois
Source de l'avis

Near perfect balance of capability and useability

5,0 il y a 11 mois

Commentaires : It has been up and useable every day that I use it, which on most business days is everyday. I came from the corporate world where I was an executive sponsor of bringing in SalesForce to a large organization. I looked at Sales Force basics immediately starting my own business and it was way to cumbersome for a startup that at most will have 4-6 employees.

Avantages :

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

Inconvénients :

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

Réponse de l'équipe de Zestia

il y a 9 mois

Hi Christian, Thanks for writing a review - it's great to hear how much you like Capsule and specifically the task reminder emails. If you would prefer to send emails from Outlook directly you might be best disconnecting your mailbox. Then, when you click on an email address we will open a compose window using your default email client instead - which you can set to be Outlook. If you'd like more help with this our support team will be more than happy to help just email support@capsulecrm.com.

Mark
Insight & Healthy Lifestyles Lead (R.-U.)
Sports, 11–50 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

Needed convincing to use Capsule, but no a convert!

5,0 il y a 3 ans

Avantages :

Honestly, I was sceptical about using Capsule when it first came along. I couldn’t see how tracking tasks or cases could benefit my work. I saw it as another thing I had to do, day to day. I thought the main reason for getting it was to track the relationships, conversations and connections between partners. Since I’ve been using Capsule, I’ve found it really useful for those things. I can check who and what people have been talking to partners about and I can use it to track my own conversations with partners. It’s like creating a story of those relationships. I still don’t use the tasks or cases, but maybe that will come at some point

Inconvénients :

As above. In addition, I would like a feature where you can search for a contact and then add them to a list without having to create a task or tag. That would be good.

Réponse de l'équipe de Zestia

il y a 3 ans

Hi Mark, Chloe from Capsule here. Thanks for writing a review. We're glad that we've won you over and that you're finding Capsule useful. Also, thanks for your suggestion about searching and adding contacts to lists - I've added you as a +1 for this feature request.

James
Owner (É.-U.)
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

One of the best CRMs I've ever used

5,0 il y a 6 ans

Commentaires : Capsule has allowed me to keep track of all my leads and prospects. Because I can see how I've interacted with them in the past, I'm able to tailor my follow-up process to ensure a higher conversion rate. Capsule paid for itself in a very short period of time.

Avantages :

I love the fact that Capsule is one of the easiest CRMs to use. One of the reasons salespeople don't use CRMs is because they feel overwhelmed or because there's a huge learning curve. Not with Capsule. It's easy to learn and they also have a really cool app that allows you to track your contacts directly from your phone, which means you can stay on top of your sales process.

Inconvénients :

I think that the free plan should allow a little bit more than the 250 contacts it currently offers, but other than that there aren't really any cons.

Lizzie
CEO (R.-U.)
Gestion d'organisme à but non lucratif, 2–10 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

The views of a small business technophob

4,0 il y a 3 ans

Commentaires : It is our company database so we use it many times a day. The experience has been good but I'd say that the fact it is reassuring basic will in the long term be an issue.

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!

Réponse de l'équipe de Zestia

il y a 3 ans

Hi Lizzie, Chloe here from Capsule. Thanks for taking the time to write a review. We're glad you're finding Capsule easy to use. Should you ever need help with integrations or to make sure you're getting the most of Capsule you can always read our support docs here: https://capsulecrm.com/support/ and don't hesitate to get in touch!

Jason
Trustee (R.-U.)
Gestion d'organisme à but non lucratif, 11–50 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Stands out from the crowd

5,0 il y a 7 ans

Commentaires : Having used a number of CRMs, Capsule has stood out as an excellent all round package. The interface is accessible and easy to navigate, whilst the settings are in-depth enough to allow for professional alterations tailored to any particular cause. We are a charity and use it to track our philanthropic relationships, donations and overall workload. One of it's best features is how easy it is to assign and track tasks, and manage multiple shared relationships and communications across a large team. Thanks to Capsule, I know for certain it's helped us to better achieve our goals.

Avantages :

It can be tailored to a significant extent Easy to track relationships and communications Easy to assign and track tasks Nice light easy to navigate interface

Inconvénients :

It's export functionalities and query are somewhat limited

Mary Lou
Academic Advisor (É.-U.)
Gestion d'organisme à but non lucratif, 11–50 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Capsule is Easy to use.

4,0 il y a 3 ans

Commentaires : We use this data base daily, to track many type of entries. The note and task features are very helpful. It is a very detailed data base but very easy to use.

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.

Réponse de l'équipe de Zestia

il y a 3 ans

Hi Mary Lou, Chloe from Capsule here. I just wanted to thank you for taking the time to write a review about Capsule. We're glad that you're finding it easy to use and that the features are helpful!

Prathamesh
Managing Principal (Inde)
Urbanisme et architecture, 2–10 employés
Temps d'utilisation du logiciel : 1 à 5 mois
Source de l'avis

A complete CRM with Easy to Use and Simplicity.

5,0 il y a 3 ans

Commentaires : For an Architectural Firm like ours, it is minimalist and not complicated. Workflow is natural and well organized. Fun to work on. It gives a clear big as well as a micro picture of the overall business development efforts.

Avantages :

The ability to plan & track activity for contacts is what attracted me to Capsule CRM. The feature to add Tracks to Leads is a winner! It's clean and clutter-free. It is easy to use and not overwhelming.

Inconvénients :

The dashboard can show more reports. The activity of Pipeline Track should show up on Dashboard. Should be able to add notes to the reason for Won or Lost Leads.

Réponse de l'équipe de Zestia

il y a 3 ans

Hi Prathamesh, Thanks so much for writing a review. We're so glad you're finding Capsule easy-to use. It's always our aim to give our customers a great user experience without compromising on features. As for the dashboard - you're not the first one to ask for more customisation there, so what I've done is added your name against this feature request so if we do develop this we'll let you know. While you can't add notes directly against a won or lost reason you still can add notes to the opportunity if you want to record more details and once the opportunity is closed you can still add tasks for example if you wanted to follow up again at a later date. I know it's not exactly what you were asking for but it could still help to record extra tasks/notes. I hope that helps you out and once again thanks for taking the time to share feedback.

Fritz
CEO (Nouvelle-Zélande)
Loisirs, voyage et tourisme, 2–10 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Great CRM for B2B relations

5,0 il y a 5 ans

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

Avantages :

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.

Inconvénients :

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

David
Owner (Pologne)
Santé, bien-être et fitness, 2–10 employés
Temps d'utilisation du logiciel : 6 à 12 mois
Source de l'avis

Thoughts and opinions on Capsule CRM

4,0 l’année dernière

Commentaires : The Free CRM segment of this market is flooded with products which promise a lot but deliver very little - then attempt to extort money for what was billed as a free service. Capsule's most redeeming feature is that it works and it really is free to use - integrity like this is a BIG plus for a business like ours.

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.

Réponse de l'équipe de Zestia

l’année dernière

Hi David, Chloe from Capsule here. We're really pleased to hear that you're enjoying using Capsule and that it's helpful for your business.

Rebecca
Digital Marketing Manager (R.-U.)
Services et technologies de l'information, 11–50 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Super helpful!

5,0 il y a 3 ans

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 :-)

Réponse de l'équipe de Zestia

il y a 3 ans

Hi Rebecca, Thanks for writing a review - I'll be sure to pass along your positive comments about the UI/UX to our designers.

Cecile
Business & Operations Advisor (R.-U.)
Études de marché, 2–10 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

A user-friendly CRM

5,0 il y a 3 ans

Avantages :

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

Inconvénients :

Easier integration with MS Outlook to save "sent" emails

Réponse de l'équipe de Zestia

il y a 3 ans

Hi Cecile, Thanks for reviewing Capsule. We're happy to hear that you're finding Capsule useful for managing contacts, opportunities and tasks. As for an integration with MS Outlook while it's not currently available it's very much on our radar for future enhancements.

Harry
Operatons Manager (Australie)
Marketing et publicité, 2–10 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

Great lightweight CRM

4,0 il y a 7 ans

Commentaires : Capsule CRM is a great lightweight CRM which lets you get started straight away. It's simple to set up and a very good CRM when you're first getting started. It's got great integrations between systems, a hook up to XERO which is very handy to see invoices that are attached to the client. The other great part is the custom functionality you can build into the system, it takes a little bit of time but its really worth it. The only thing that stops me from using it now is it's not a marketing automation tool and our business needs a crm+MA in one software.

Avantages :

Easy to use Very little Setup Great integrations

Inconvénients :

Not a marketing automation + CRM

Anne
COO (É.-U.)
Gestion d'organisme à but non lucratif, 2–10 employés
Temps d'utilisation du logiciel : 1 à 5 mois
Source de l'avis

Great to get back to Capsule

5,0 l’année dernière

Commentaires : One of relief. It works and it works well and has plenty of flexibility

Avantages :

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

Inconvénients :

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

Réponse de l'équipe de Zestia

l’année dernière

Hi Anne, Chloe from Capsule here. Thanks for taking the time to write a detailed review - it really helps our team when we receive first-hand feedback as well as helping other business owners figure out if it's right for them. We're so happy to hear that you had a great experience with Capsule first time around and chose Capsule to help you manage and track contacts with the non-profit. We're very happy to hear that it's better than you remember it!