Avis clients sur Capsule

Pretty good.

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

Avantages :

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.

Inconvénients :

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

Alternatives envisagées : Zoho CRM et Salesforce Sales Cloud

A simple CRM that allowed us to hit the ground running

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 : 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).

Easy to use, keeps my lead tracking process organised

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 : 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

Features and Format Lacking, Good for the Basics

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.

Near perfect balance of capability and useability

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

Quick and useful to get ourselves organised but the limitations are starting to show

Commentaires : It's our 2nd management tool - the first one was overly complicated and this is quite simple
The Dropbox solution is a bit of a fudge but it works most of the time.
The tasks system and visual customisation leave a lot to be desired.

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

Best CRM I've ever used

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 : Act!, Salesforce Sales Cloud et SugarCRM

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

Why Capsule should do better

Avantages :

The ease of use when our data was under 500

Inconvénients :

It did not seem as competitive as other providers

Efficiency of the CRM

Commentaires : Very beneficial for leads and following them up.

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

Great value to our business

Avantages :

Easy to use and easy to learn, this has been a game changer for us. We used to keep everything written down or online in customer files but that made it hard to find details when needed. Now we can search on our computers or if out on site easily look it up on the app

Inconvénients :

We are happy with how this software has fit into our business and the simplicity of it

Best in Class CRM

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 : 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

Use it daily and recommend it to all my clients

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.

Capsule Feedback

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

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.

Capsule is the most efficient CRM available

Commentaires : I use 17+ systems (one for each client) and it makes it so easy to track progress

Avantages :

Ease of use in tracking conversations, email and contacts

Inconvénients :

There are no cons to this software that I have identified

One of the best CRMs I've ever used

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.

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

Commentaires : 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.

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.

Capsule is Easy to use.

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.

An "Honest and Basic" CRM for sme

Commentaires : 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

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

One of the best CRM solutions

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!

Easy to Use For SME's

Commentaires : I like it very much. Its user friendly and easy to setup. Customer service is first class. Just get some good canned reports set up and it will be great.

Avantages :

Its ease of use and setup. We were able to setup three users in very little time and get the results that we required. Importing data was easy and setting up custom fields and tags was no problem.

Inconvénients :

Reporting could use some depth. For example it would be useful to see customers contacted on a daily, weekly and monthly basis. A section with pre set but customisable reports would be nice

Super helpful!

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 :-)

Easy to use client management

Commentaires : Easy to capture important client notes, follow up items and important stuff like their pets' names.

Avantages :

Easy to use, inexpensive, has all the features I need for my small business

Inconvénients :

Can't think of any improvements I need at the moment

Great lightweight CRM

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

Capsule has streamlined our business opportunity process

Commentaires : We use it daily, and we are working fine with 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.

Go for it and keep track of all your contacts for years!

Avantages :

Ease of use and complete history of all my contacts over years.

Inconvénients :

Nothing I can think of. So keep this up!