This content is currently locked.

Your current Info-Tech Research Group subscription does not include access to this content. Contact your account representative to gain access to Premium SoftwareReviews.

Contact Your Representative

Or Call Us:
+1-888-670-8889 (US/CAN) or
+1-703-340-1171 (International)

Capsule

Capsule CRM

Composite Score

7.1 /10

CX Score

7.4 /10

10 Reviews Write a Review

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

Need Assistance?

We're here to help you with understanding our reports and the data inside to help you make decisions.

Get Assistance

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

{y}

{name}

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

Telephony and Call Center Management

Collaboration

Marketing Management

Sales Management

Lead Management

Quote Contract and Proposal

Mobile

Activity and Workflow Management

Analytics and Reporting

Customer Service Management

Vendor Capability Ratings

Average 78

Business Value Created

Quality of Features

Ease of Implementation

Ease of IT Administration

Availability and Quality of Training

Usability and Intuitiveness

Ease of Data Integration

Vendor Support

Ease of Customization

Product Strategy and Rate of Improvement

Breadth of Features

Capsule CRM Reviews

Oluwatosin Ifedayo O.

Role: Sales Marketing
Industry: Food and Beverage
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Mar 2025

Capsule CRM

Likeliness to Recommend

9 /10

What differentiates Capsule CRM from other similar products?

Here are some key differentiators: 1. Ease of use: Capsule CRM is known for its intuitive interface, making it easy for users to navigate and adopt. 2. Affordability: Capsule CRM offers competitive pricing plans, including a free plan, making it an attractive option for small businesses. 3. Customization: Capsule CRM allows users to customize fields, tags, and workflows to fit their specific business needs. 4. Integration: Capsule CRM seamlessly integrates with popular third-party apps like Google Workspace, Microsoft 365, and Mailchimp.

What is your favorite aspect of this product?

My favorite aspect of Capsule CRM is its ease of use. The platform's intuitive interface makes it easy for users to navigate and adopt, even for those without extensive CRM experience. This simplicity helps reduce the learning curve, allowing businesses to get started quickly and focus on managing their customer relationships effectively.

What do you dislike most about this product?

One area for improvement is the limited advanced features. While Capsule CRM excels in its simplicity and ease of use, it may not offer the same level of advanced features and customization options as some other CRM platforms. This might limit its appeal for larger businesses or those with more complex CRM requirements.

What recommendations would you give to someone considering this product?

1. Assess your needs: Determine if Capsule CRM's features align with your business requirements. 2. Take the free trial: Test Capsule CRM's features and interface before committing. 3. Customize carefully: Take advantage of customization options, but avoid over-customizing. 4. Integrate with existing tools: Leverage Capsule CRM's integrations with third-party apps. 5. Evaluate scalability: Consider whether Capsule CRM can grow with your business. By following these recommendations, you'll be well-equipped to make an informed decision about whether Capsule CRM is the right fit for your business.

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Kellene C.

Role: Human Resources
Industry: Other
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Nov 2023

Great Product to Manage

Likeliness to Recommend

10 /10

What differentiates Capsule CRM from other similar products?

It is fairly easy to use, implement and process in addition to having help figuring out the system, the customer representatives are great.

What is your favorite aspect of this product?

I love the time management and simplicity of using the product

What do you dislike most about this product?

No complaints with the product

What recommendations would you give to someone considering this product?

If you are suing for an easier way to manager employees this is for you!

Pros

Performance Enhancing
Caring
Respectful
Generous Negotitation

Jake G.

Role: Information Technology
Industry: Technology
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Nov 2023

Efficient Product

Likeliness to Recommend

9 /10

What differentiates Capsule CRM from other similar products?

The simplicity and ease of use, combined with its affordability, are often cited as differentiators for Capsule CRM. It positions itself as a solution that doesn't overwhelm users with unnecessary features, making it a good fit for smaller businesses or those who prefer a streamlined CRM experience.

What is your favorite aspect of this product?

Capsule CRM is known for its simple and intuitive interface, making it easy for users to navigate and adopt without extensive training.

What do you dislike most about this product?

For businesses heavily reliant on intricate marketing automation workflows, Capsule CRM might be less suitable compared to some dedicated marketing automation platforms.

What recommendations would you give to someone considering this product?

Businesses that are service-oriented, such as consulting firms or agencies, might find Capsule CRM particularly beneficial due to its focus on managing relationships and communication.

Pros

Helps Innovate
Reliable
Performance Enhancing
Enables Productivity

Latest Research

Capsule CRM

What is Capsule CRM?

Company Details

Need Assistance?

Capsule CRM Ratings

85 Likeliness to Recommend

86 Plan to Renew

88 Satisfaction of Cost Relative to Value

Emotional Footprint Overview

+87 Net Emotional Footprint

How much do users love Capsule CRM?

Pros

Feature Ratings Average rating of all product features, some of which may not be shown below

Account and Contact Management Customizable records with customer demographic information, account history, and billing information.

Telephony and Call Center Management Computer-telephony integration for bringing call info into the CRM suite. Advanced call recording, scripting, queuing, and Interactive Voice Response (IVR).

Collaboration Includes ability to view, share and direct work between co-workers in real or near real-time.

Marketing Management Multi-channel campaign management and analytics, budget tracking, click-to-lead capabilities, and social property management, keyword mining, and analytics.

Sales Management Lead gen, pipeline management, team & geography-based assignment. Compensation & contract management. Ability to pull customer data from the social cloud.

Lead Management Track and optimize prospective customers through lead generation, customer inquiry and capture, filtering, grading distribution, and contact/lead nurturing.

Quote Contract and Proposal Includes web portals, quoting capabilities, order tracking and fulfillment, and rapid deployment templates for e-commerce sites.

Mobile Ability to support multiple devices, OSes and platforms using mobile optimized, HTML-based web access and/or native applications.

Activity and Workflow Management Text or code-based and visual workflow designers.

Analytics and Reporting Includes historical & real-time dashboard visualizations, detailed & summary reporting and easy data extraction for data analysis.

Customer Service Management Includes case and ticket management, automatic escalation rules, advanced resolution tools, multi-channel integration, and in-band response capabilities.

Vendor Capability Ratings Average rating of all vendor capabilities, some of which may not be shown below

Business Value Created Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Quality of Features Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Ease of Implementation Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Ease of IT Administration This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Availability and Quality of Training Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Usability and Intuitiveness End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Ease of Data Integration Use this data to determine whether the product will cause headaches or make data integration easy.

Vendor Support The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Ease of Customization Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Product Strategy and Rate of Improvement Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Breadth of Features Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Capsule CRM Reviews

Oluwatosin Ifedayo O.

Capsule CRM

Likeliness to Recommend

Pros

Kellene C.

Great Product to Manage

Likeliness to Recommend

Pros

Jake G.

Efficient Product

Likeliness to Recommend

Pros

Title

Feature Ratings

Account and Contact Management

Telephony and Call Center Management

Collaboration

Marketing Management

Sales Management

Lead Management

Quote Contract and Proposal

Mobile

Activity and Workflow Management

Analytics and Reporting

Customer Service Management

Vendor Capability Ratings

Business Value Created

Quality of Features

Ease of Implementation

Ease of IT Administration

Availability and Quality of Training

Usability and Intuitiveness

Ease of Data Integration

Vendor Support

Ease of Customization

Product Strategy and Rate of Improvement

Breadth of Features