Capsule

4.5 (166)
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Take care of your customers and sales opportunities

Overall rating

4.5 /5
(166)
Value for Money
4.6/5
Features
4.3/5
Ease of Use
4.6/5
Customer Support
4.5/5

92%
recommended this app
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166 Reviews for UK Users

Kenneth
Kenneth
Overall rating
  • Industry: Media Production
  • Company size: Self Employed
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 9.0 /10

Capsule CRM

Reviewed on 27/05/2021

Pros

It's dead simple to track leads and interactions with leads.

Cons

I just wish it was a couple clicks easier to get the dropbox email to work more smoothly (not the file sharing software, but the inbox that sorts your inbound mail into appropriate opportunities and cases). It's sometimes easy to forget to BCC the opportunity to track the next message.

Response from Zestia

Hi Kenneth,

Chloe from Capsule here. Many thanks for taking the time out to write a review about Capsule. We're really happy to hear that you find it easy to track leads and communication with those leads through Capsule.

Andy
Overall rating
  • Industry: Wholesale
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Good stuff

Reviewed on 03/02/2021

Love it

Love it

Pros

We really like the interface and how it is organised.
Best feature is the gmail integration.

Cons

Im hoping that we can connect a certain gmail contact and automatically have every new email/conversation feed into the same contact on capsule.

Response from Zestia

Hi Andy,

Chloe from Capsule here. Thanks for taking the time to write a review. We're happy to hear that you like the gmail integration and I'll be sure to pass on your feature request to the product team.

Verified Reviewer
Overall rating
  • Industry: Computer Software
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 3.0 /10

Features and Format Lacking, Good for the Basics

Reviewed on 07/09/2018

Overall, Capsule seems middle-of-the-road. It's been useful as a database to keep our pipeline and...

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.

Pros

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.

Cons

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.

jibby
Overall rating
  • Industry: Transportation/Trucking/Railroad
  • Company size: 2–10 Employees
  • Used Monthly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 4.0 /10

Why Capsule should do better

Reviewed on 11/08/2022

Pros

The ease of use when our data was under 500

Cons

It did not seem as competitive as other providers

Response from Zestia

Hi Jibby

Chloe from Capsule here. Thanks for taking the time to write a review - it really helps our team when we receive first-hand feedback. We're sorry to hear that you found Capsule not as competitive as other providers - we'd love to hear a bit more about this if you'd like to email us. You haven't given a lot of detail in the review and we'd love to address your concerns. Plus, if you're still using Capsule we can help give you a better idea how Capsule can fit your business. Feel free to email us at [email protected]

Barry
Overall rating
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Capsule is great!

Reviewed on 04/08/2020

It's been a joy. Deployed super quick and was working pretty much out the box. It's not bloated...

It's been a joy. Deployed super quick and was working pretty much out the box. It's not bloated like other CRM's with loads of unnecessary fields and functionality that most people dont use anyway.

Pros

It's intuitiveness is certainly my biggest positive. To be able to get the system up and running quickly and efficiently is a massive plus point. It keeps me focussed on what I need to do daily and it has yielded results.

Cons

If I'm being picky I would like the ability to turn some features off. For example I don't use cases so I'd prefer if it just wans't there but it's a minor point.

Alternatives Considered

Pipedrive

Reasons for Switching to Capsule

I wanted a bit more historical data and the ability to set reminders and plan a sort of workflow. That wasn't available in Pipedrive.

Response from Zestia

Hi Barry,

Chloe from Capsule here. Thanks for taking the time out to write a review. It's great to hear that you find Capsule so intuitive and that you're seeing benefits from using it!

Jeff
Jeff
Overall rating
  • Industry: Printing
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 10.0 /10

One of the applications I run my business on

Reviewed on 21/07/2022

This is one of three applications that I am in daily. I couldn’t have grown my business without it.

This is one of three applications that I am in daily. I couldn’t have grown my business without it.

Pros

I like how you can have separate contacts, organizations, and opportunities but that you can connect them all. Unlike some contact management tools, this gives you a ton of flexibility in tracking interactions and todos.

Cons

I wish there were a way to attach the same individual to multiple organizations. There is a workaround by embedding a URL in the info for each entity, but it would be nice to be able to see an individual and separate out the different communications based on the organization they are involved with.

Response from Zestia

Hi there Jeff,

Chloe from Capsule here. Thanks for taking the time to write a review - we really appreciate it. We're so glad to hear Capsule gives you the flexibility you need to track tasks and interactions. We're sorry we don't have better news on attaching the same individual to multiple organisations but we're happy to hear that it's helped you grow your business anyway.

Ilia
Ilia
Overall rating
  • Industry: Information Technology & Services
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 10.0 /10

Pretty good.

Reviewed on 10/02/2021

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

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

Pros

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.

Cons

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 Considered

Zoho CRM and Salesforce Sales Cloud

Response from Zestia

Hi Ilia,

Chloe here from Capsule. Thanks for taking the time to write a review. We're happy to hear that you found Capsule easy to deploy and are enjoying using the mobile app. If you ever need any help for example setting up integrations then don't hesitate to reach out to us at [email protected].

Reuben
Reuben
Overall rating
  • Industry: Information Technology & Services
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Bang-for-buck the best CRM for Xero

Reviewed on 26/04/2017

Pros

Capsule does everything a CRM should:
- All of your organisation and contact information in one place
- Heaps of available integrations including MailChimp and Xero
- Mobile app for capturing new leads
- Customisable opportunity management
- Customisable case (ticket) management
- Email integration makes tracking email correspondence easy
- Custom fields allow you to update your

Cons

Capsule has several weaknesses you should be aware of:
- The opportunity management is customisable but fairly basic. Its great if you currently have no visibility of your pipeline, stages, value, probability or timeframes. There are apps out there that do these features better but not with all the other great stuff Capsule can do at the same price point.
- Capsule is not a marketing automation tool but will help with your marketing
- Capsule is not a sales pipeline tool but will improve your pipeline visibility
- Capsule is not an email client
- Capsule is not your accounts receivable management tool but will improve your collections

Eduardo Joel
Eduardo Joel
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

The best CRM money can buy

Reviewed on 01/11/2021

excellent, anyone can use capsule and not just the super techies

excellent, anyone can use capsule and not just the super techies

Pros

The client management, and the ability to keep things easy to use and not over complicate day to day activities

Cons

The search bar feature could be improved as search key words rather than phrases

Response from Zestia

Hi Eduardo Joel,

Chloe from Capsule here. Thanks for taking the time to write a review. Also, thanks for submitting your feedback regarding the search bar - I'll be sure to add your name against this as a feature request. Above all though, we're so glad to hear that you're finding Capsule easy to use.

Mauk
Mauk
Overall rating
  • Industry: Professional Training & Coaching
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

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

Reviewed on 22/10/2020

Pros

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

Cons

Nothing I can think of. So keep this up!

Response from Zestia

Hi Mauk,

Chloe from Capsule here. Thanks for writing a review - we're happy that you find Capsule easy to use and that it helps you to keep track of your contacts!

Jessica
Overall rating
  • Industry: Construction
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 10.0 /10

Great value to our business

Reviewed on 26/02/2023

Pros

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

Cons

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

Response from Zestia

Hi Jessica,

It's great that Capsule has been a game changer for you - we're really happy to hear that it's helping your business!

Linda
Overall rating
  • Industry: Management Consulting
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Use it daily and recommend it to all my clients

Reviewed on 21/09/2020

I recommend Capsule to clients for simple efficiency. Just getting your tasks sorted according to...

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

Pros

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.

Cons

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.

Response from Zestia

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 [email protected] then we can answer any questions you might have about that there?

Dolan
Overall rating
  • Industry: Wholesale
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Capsule Feedback

Reviewed on 06/04/2021

Not a bad system for the price we are paying.

Not a bad system for the price we are paying.

Pros

Fairly easy to use along with the cheap cost

Cons

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.

Response from Zestia

Hi Dolan,

Chloe from Capsule here. Thanks for taking the time to write a review. We're glad you're finding Capsule easy to use and good value for money. Sorry to hear that our QuickBooks integration isn't quite what you expected. When setting up the integration any information in Capsule and QuickBooks should match otherwise Capsule would overwrite any differences. After that, the integration will push any changes in Capsule to QuickBooks as it treats Capsule as the source of truth so it's best to always make changes in Capsule. As long as you are logged into QuickBooks the link to open in QuickBooks will work. This is so that Capsule users who aren't QuickBooks users can't click through and access all the data in your QuickBooks account. If you'd like any more help or support with QuickBooks or Capsule in general our support team are always happy to help. You can reach them at [email protected].

Melanie
Overall rating
  • Industry: Plastics
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 9.0 /10

Efficiency of the CRM

Reviewed on 04/01/2023

Very beneficial for leads and following them up.

Very beneficial for leads and following them up.

Pros

Ease of use and efficiency. Mainly use for sales enquiry follow ups.

Cons

Not being able to delete a contact once they had left the company

Response from Zestia

Hi Melanie,

Chloe from Capsule here. Thanks for taking the time to write a review - we really appreciate that. We're so pleased to hear that you find Capsule easy to use and efficient. As for deleting contacts - if you delete the contact then the data recorded on that contact will be lost. Rather than deleting the contact you could add an 'Archived' tag to it. This way you can easily filter out archived contacts from your list. I hope that helps and we're glad you're seeing benefits from using Capsule in your sales process.

Ricardo
Overall rating
  • Industry: Computer & Network Security
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Capsule has streamlined our business opportunity process

Reviewed on 08/07/2021

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

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

Pros

The product is very easy tu use, contacts, organizations, oportunities and case management is intuitive and effective.

Cons

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.

Response from Zestia

Hi Ricardo,

Chloe from Capsule here. It's great to hear that Capsule has streamlined your business. Unfortunately you can't auto-populate fields based on a contact's organization however you can link a contact and organization if that helps? Also, I'll make a note of the fact that you've asked for a Spanish-language version and add it to our feature requests. Aside from that, we're happy to hear that you're finding Capsule easy to use.

Rebecca
Overall rating
  • Industry: Information Technology & Services
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Super helpful!

Reviewed on 07/05/2021

Pros

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]

Cons

There is nothing that we wish we had or could improve on :-)

Response from Zestia

Hi Rebecca,

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

Kate
Overall rating
  • Industry: Mental Health Care
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

A Great Organizational Tool!

Reviewed on 29/03/2021

Multiple people in our organization are points of contact for a client, so Capsule has helped us to...

Multiple people in our organization are points of contact for a client, so Capsule has helped us to be able to document and share information among our team. It is easy to use, and allows us to capture all of the important information for our clients.

Pros

This software is very easy to use, and we have had great success with using it to communicate internally to better serve our clients. The calendar view for tasks is my favorite to stay on top of everything.

Cons

I would like to see an added feature of being able to pin notes to the top of the home page for a Person/Organization.

Response from Zestia

Hi Kate,

Chloe here from Capsule. Thanks for writing a review. Also, thanks for the suggestion about being able to pin a note - while it's not something we have in our pipeline at the moment, I've recorded it as a feature request. We're happy to hear that you're finding Capsule easy to use and that it's helping you to communicate better as a business. I'll definitely pass on that feedback to the rest of the team too.

Nicky
Overall rating
  • Industry: Wholesale
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

An excellent tool for the small SME

Reviewed on 25/01/2022

We have been using it for over five years and it is invaluable to us as a resource in managing the...

We have been using it for over five years and it is invaluable to us as a resource in managing the business.

Pros

Ease of use, especially the mobile app which you can update and access easily when on the move.

Cons

I would like to be able to send emails with attachments from Capsule directly, that is the feature I need the most which is not available.

Response from Zestia

Hi there Nicky,

Thanks for writing a review about Capsule. It's great to hear that you think Capsule is a great tool for SME and is invaluable for your business. Regarding being able to send email with attachments - would you be able to email our support team at [email protected] and they'll add that as a feature request against your account?

Graham
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

A really great CRM

Reviewed on 14/08/2020

FANTASTIC!

FANTASTIC!

Pros

Basically I LOVE it as it is so easy to use, the drag and drop on the Calendar (for those times when you just can't get it all done on the day) is so very useful.

Cons

I may be asking too much (or maybe not using it as I could) but I would love to be able to track a work on a project after the deal has been won, a sort of mini project management facility. I may be able to do this with the software as it is - to be honest I am still learning how to use it - but if it were there it would help. But that's me wanting to improve on excellence!

Response from Zestia

Hi Graham,

Thanks for writing a review - we're glad you like Capsule. Just wanted to jump in and offer you some ideas for post-sale. You might like to create a Case. Cases are essentially a storage area for everything to do with a particular project or event. We have a support doc that covers Cases in more detail here https://capsulecrm.com/support/projects-and-events/understanding-cases/. You could create a Case for each won Opportunity as a way of keeping everything to do with a particular project together, whether this be notes, files or emails. The great thing with Cases is they can be linked directly to an Opportunity so it's really clear which Opportunity a Case relates to. Do you think Cases could work well for you? If not you might also want to look in to Tracks. Tracks are a sequence of tasks to be completed, which could work really well if you tend to carry out the same post sale actions as they could help to streamline your workflow.

Verified Reviewer
Overall rating
  • Industry: Internet
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

One of the best CRM solutions

Reviewed on 18/12/2018

Pros

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.

Cons

Honestly, I don't really have much to complain about Capsule!

Guy
Guy
Overall rating
  • Industry: Health, Wellness & Fitness
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 10.0 /10

Great CRM for Contacts, Tasks, Opportunities and pipelines

Reviewed on 07/12/2019

Really good Customer, Prospect and Lead management solution
Reminder to contact
Management of team...

Really good Customer, Prospect and Lead management solution
Reminder to contact
Management of team tasks, and assignment to team members

Pros

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

Cons

Mobile app could be a litte more user friendly, it would be great to automatically add a follow-up task when you close one. But these are both really minor issues in the grand scheme!

Eric
Eric
Overall rating
  • Industry: Information Technology & Services
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 9.0 /10

Nice Cloud Directory Platform

Reviewed on 03/01/2019

Pros

-Easy to use and navigate
-Custom tags for customers
-Phone app for iOS work well

Cons

-Importing contacts from office 365 or Gsuite would be handy
-Had an issue with Android app where it took nearly 10 minutes syncing the contacts when I tried to open the app, I needed the information asap as I was stranded outside an office which was inconvenient

Nathaniel
Nathaniel
Overall rating
  • Industry: Insurance
  • Company size: 51–200 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Great Secondary CRM

Reviewed on 13/11/2020

Capsule was easy to set up, easy to learn and then train others on, and it’s very intuitive unlike...

Capsule was easy to set up, easy to learn and then train others on, and it’s very intuitive unlike other CRMs

Pros

Easy to use, intuitive easy to train how to use for new employees. Great powerful CRM tool. Has many robust features to make sure all my bases are covered.

Cons

Some features of high budget CRM systems are not present, like the ability to contact within the program.

Response from Zestia

Hi Nathaniel,

Thanks for taking the time to leave a review - we're glad you're finding Capsule so easy to set up and use.

Graham
Overall rating
  • Industry: Education Management
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 10.0 /10

Why I Acquired Capsule

Reviewed on 06/06/2022

My management of clients has improved dramatically.

My management of clients has improved dramatically.

Pros

CAPSULE is extremely easy to use and is built for users, not programmers.
Developing one's knowledge and understanding developes in easy steps and is well supported by superb documentation

Cons

I have not come across any to date, including webcam training , on line documentation

Response from Zestia

Hi there Graham,

Chloe from Capsule here. It's great to hear that you have found Capsule really easy to use and when you've needed to use them, the support documents have helped you out.

Mauro
Overall rating
  • Industry: Information Technology & Services
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

An "Honest and Basic" CRM for sme

Reviewed on 08/12/2016

Capsule is an easy to use CRM with all the "basic" necessary features to manage your customers /...

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

Pros

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

Cons

Limited tools integration
No a really solution to manage sales cycles and tickects