Capsule

"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

"wonderful Software for every business"

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

"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.

"Capsule Review"

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! :-)

"Simple and Functional"

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