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Capsule

Capsule CRM

Composite Score
7.1 /10
CX Score
7.4 /10
Category
Capsule CRM
7.1 /10

What is Capsule CRM?

The easy to use CRM. Capsule CRM is a modern CRM that helps businesses stay organized, know more about their customers, build strong relationships and to make the most of sales opportunities, all while minimizing user input. Capsule is designed to help businesses stay organized, know more about their customers, build strong relationships and to make the most of sales opportunities, all while minimizing user input.

Company Details


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Capsule CRM Ratings

Real user data aggregated to summarize the product performance and customer experience.

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

85 Likeliness to Recommend

86 Plan to Renew

88 Satisfaction of Cost Relative to Value


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Emotional Footprint Overview

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

+87 Net Emotional Footprint

The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.

How much do users love Capsule CRM?

14% Negative
0% Neutral
86% Positive

Pros

  • Helps Innovate
  • Continually Improving Product
  • Reliable
  • Enables Productivity

Feature Ratings

Average 82

Account and Contact Management

91

Telephony and Call Center Management

90

Collaboration

88

Marketing Management

85

Sales Management

84

Lead Management

83

Quote Contract and Proposal

81

Mobile

80

Activity and Workflow Management

77

Analytics and Reporting

75

Customer Service Management

67

Vendor Capability Ratings

Average 78

Business Value Created

86

Quality of Features

83

Ease of Implementation

83

Ease of IT Administration

81

Availability and Quality of Training

79

Usability and Intuitiveness

78

Ease of Data Integration

76

Vendor Support

75

Ease of Customization

75

Product Strategy and Rate of Improvement

74

Breadth of Features

67

Capsule CRM Reviews

Marcus S.

  • Role: Information Technology
  • Industry: Insurance
  • Involvement: IT Leader or Manager
Validated Review
Verified Reviewer

Submitted Nov 2024

Simple CRM, too simple, Lacks advanced features

Likeliness to Recommend

4 /10

What differentiates Capsule CRM from other similar products?

Capsule CRM differentiates itself by focusing on simplicity and ease of use, making it a viable option for small businesses or startups with basic CRM needs. However, it lacks the advanced automation, extensive reporting, and integrations that many other CRM platforms offer. Unlike solutions like HubSpot or Salesforce, Capsule falls short in scalability and customization, which limits its appeal for larger organizations or teams needing more complex workflows. Its lack of deep analytical tools and limited mobile functionality further diminishes its competitiveness.

What is your favorite aspect of this product?

My favorite aspect of Capsule CRM is its simplicity and ease of use. It’s a great tool for small businesses or startups that need a straightforward CRM solution without unnecessary complexity. The user interface is clean, and setting up contacts, tasks, and leads is intuitive, which makes the platform accessible even for non-technical users. The basic features are well-executed, and its affordability is an added bonus for businesses just starting to organize their customer relationships. However, this simplicity can also be limiting for more advanced use cases.

What do you dislike most about this product?

What I dislike most about Capsule CRM is its lack of advanced features, which can feel limiting as your business grows. While it works well for smaller teams or startups, it doesn’t provide the depth and flexibility required for scaling, such as complex reporting, automation, or robust integrations with other enterprise systems. Additionally, the customization options are fairly basic compared to competitors, meaning that users who need tailored workflows or specialized functionalities might find it restrictive.

What recommendations would you give to someone considering this product?

If you are considering Capsule CRM, I recommend it if you’re a small team or a startup looking for something simple and easy to use. It offers a clean interface and basic CRM features that are easy to get started with. However, if you’re planning for future growth or need more robust functionality like automation, complex reporting, or deeper integrations, you might find it lacking. It’s a good choice for basic use cases, but be aware that it might not scale well as your needs evolve. Look into its integrations and consider whether they meet your long-term needs before committing.

Pros

  • Reliable
  • Trustworthy
  • Effective Service
  • Respectful

Cons

  • Inhibits Innovation
  • Slower Product Innovation
  • Commodity Features

Samuel K.

  • Role: C-Level
  • Industry: Retail
  • Involvement: End User of Application
Validated Review
Verified Reviewer

Submitted Sep 2024

unique option for managing customer relationships

Likeliness to Recommend

10 /10

What differentiates Capsule CRM from other similar products?

Capsule CRM stands out for its user-friendly interface, customizable features, and seamless integration with Google Workspace, all at an affordable price.

What is your favorite aspect of this product?

One of the standout features for me is Capsule’s simplicity and user-friendliness. It’s really easy to navigate, which is great for someone like me who isn’t a tech guru. The customizable fields and tags help me organize contacts and track interactions effortlessly.

What do you dislike most about this product?

The reporting features, while functional, feel a bit basic compared to some other CRMs I’ve used.

What recommendations would you give to someone considering this product?

I think Capsule CRM could benefit from enhancing its reporting and analytics capabilities.

Pros

  • Continually Improving Product
  • Reliable
  • Performance Enhancing
  • Enables Productivity

Olawale O.

  • Role: Sales Marketing
  • Industry: Shipping
  • Involvement: End User of Application
Validated Review
Verified Reviewer

Submitted May 2025

Simple, Clean CRM That’s Great for Small Teams

Likeliness to Recommend

10 /10

What differentiates Capsule CRM from other similar products?

Intuitive, streamlined interface Flexible pipelines & tagging Easy integrations (G Suite, MS 365) SMB-friendly pricing & reliable security

What is your favorite aspect of this product?

My favorite aspect is its clean, intuitive pipeline management—keeping sales processes simple and focused without clutter.

What do you dislike most about this product?

Limited advanced reporting & analytics capabilities.

What recommendations would you give to someone considering this product?

Limited advanced reporting & analytics capabilities.

Pros

  • Helps Innovate
  • Continually Improving Product
  • Enables Productivity
  • Trustworthy
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