Capsule – Bewertungsseite 3

Vorteile

It is easy to install and to use. Very customisable and adaptable for specific busiess needs. It integrates with other data apps.

Nachteile

The main issue can be pricing. It gets more expensive with more users. It may be that free version meets all business needs, if the number of contacts is under 250.

Vorteile

Integrates with many other applications.
Easy to use API

Nachteile

Bit of an eyesore design
unintuitive

Vorteile

Capsule is flexible, easy to grasp, and fairly straightforward. But if you want to dig deeper and use all the features and strategies, you can absolutely get more out of it. It made the whole concept of a CRM come alive for me. It's also really affordable! Other CRMs are more powerful (and harder to learn) but there's no way our company could've afforded those.

Nachteile

I wish that they had a way to label an individual as being employed at more than one company, and recording past employers. A more detailed walkthrough of "cases" would be really useful, since that's what people ask me about the most (and don't seem to understand, for whatever reason). Also, it would be amazing if Capsule had tutorial videos on their YouTube channel, like a lot of other CRM companies do. Finally, user permissions would be nice (but not something that is a particularly sore spot--you get what you pay for).

Vorteile

Very simple! Easy to learn.

Nachteile

Changing some of the fields to be customized would be great! There is a way to add custom fields but it would be nice to edit some of the already existing ones to be able to use our 'lingo' instead.

Vorteile

Lists of contacts and/or organisations can be generated based on field or tag criteria
Data-tagging is a great way to use additional fields within a tag
Integration with other systems is seamless
Email dropbox is handy for sending notes or copying client correspondence via email
Tracks are an absolute life-saver - you can set up tasks in a track to help manage a case or opportunity

Nachteile

Multiple tasks in tracks can't be allocated to employees

Vorteile

The software is user friendly and the reminders are very helpful. This translates to increased efficiency.

Nachteile

The calendar pane does not show all tasks at a glance if there are several tasks set for the day

Vorteile

One of the problems with CRMs is that they are usually developed for a certain case scenario and that setup is not quite what you need. Capsule is nice and simple and pretty intuitive. It's Gmail integration is useful and you can easily add custom fields. Another big plus is the mobile app. These features make for a CRM that you can have up and running and grasp the basics by the end of the day. It is also very affordable, you can even use it for free. I have used it, still use it, and recommend it.

Nachteile

The mobile app is nice but could use some polishing.
The UI is decent but could be better, more visual.

Vorteile

Great value for money

Nachteile

Not for B2C businesses

Vorteile

Capsule has a really nice UI. There is no clutter.
Capsule has auto-save which prevents you from leaving a window before you 'save'. Critical for me.
Has a 'case' module which is usually found in more expensive software.

Nachteile

Capsule is a perhaps a little bit 'too simple'. You may soon outgrow it.
Does not have auto-followup which would pop up after a task completion.

Vorteile

Price, ease of use, speed

Nachteile

There are actually a handful of features that I would like but are missing. There are workarounds, however.

Vorteile

Ease of use, just upload your client list and off you go. Mobile app is really helpful for busy people on the go. Very easy to customise and set up for your organistion.

Nachteile

Not be able to track clients movement from one company to another.

In Betracht gezogene Alternativen

Gründe für den Wechsel zu Capsule

Vorteile

It is really simple to use and cheap. You can easily seed populate in just a few hours and get working fast. Even completely non-tech savvy users will pick it up almost immediately.

Nachteile

It has no way to easily manipulate multiple records, which means building campaign lists or cleaning up data is a tedious manual process. The import capabilities are very limited and will often duplicate records so you cannot even edit them offline and import the updates.

The search function is poor around unstructured data so any legacy data MUST be well categorised using Tags from you seed import or you will never be able to maximise value from it.

Vorteile

Setting and completing tasks is easy. The link to iCalander is good. Tags are great. The link to Xero is good .

Nachteile

Cannot print the contact name, address and notes on one report. No sync to Unleashed inventory software.

Vorteile

We like the way that Capsule integrates with Freshbooks as well as with Gmail. This is very useful for our business.

Nachteile

We would like to be able to have a way to job cost within Capsule and integrate that into the Freshbooks program.

Vorteile

Capsule is very easy to use and also use alongside other programmes such as Mail Chimp which we are currently using for email shots. Very quick and easy to keep records on companies and for others to see notes, sales etc

Nachteile

The only thing I don't like is that on my iPad I have to look at it upright which doesn't really worth with the case on it.....

Vorteile

Able to record in real time. A huge plus as per old method of speaking to new/existing clients and forgetting conversation details the following day or trying to locate the piece of paper with scribbled notes :-)

Nachteile

Nothing! Would be great if it could refill my coffee cup :-)

Vorteile

Easy to use
Nice design
Very good customer support
Great overview
Nice integrations

Vorteile

Tracks for tasks and projects ensure I'll never miss taking an important action for business

Nachteile

Small file size upload limit for the free plan

Vorteile

easy and intuative

Vorteile

Simple interface, it deliver what's required.

Nachteile

None. Still on the trial haven't had a chance to try the report option.

Vorteile

Easy to set up, and to customise to our own processes and terminology. Easy and intuitive to use. Great integration with Xero

Nachteile

Nothing but it seems you have to put 40 characters in this box

Vorteile

- social account integration (pictures and latest intell)
- gmail gadget!!!
- contact sync in Google Contacts
- SSO via Google Apps
- webapp
- ease of use
- support
- salescycle possibilities

Nachteile

- performance webapp

Vorteile

Easy to use CRM, one of the best I worked with. - I am Global Head of Investor Relations, and I definitely need a well working CRM.

Nachteile

N/A - Have not found a drawback yet ....

Vorteile

This light weight CRM is simple and easy to get started with. As a small business owner or individual this is a great CRM to start with that allows you to import contacts, manage notes and tasks for customers and organize your leads.

Nachteile

The lack of marketing integration such as running campaigns and tracking website visitors, but I would think that will be rolled out in due time, how ever I have had to keep searching for a few missing features to deploy on a larger scale.

In Betracht gezogene Alternativen

Vorteile

Switched from HubSpot, because this is what my ad manager uses. I like it. Still exploring functions.

Nachteile

Better if we could email directly from the app.

Vorteile

It does so much. This is good for a lot of businesses but for my usage I feel like a lot of the functions I am not interested in get in the way. Which I guess is a negative, but for the businesses who need a CRM tool that does EVERYTHING, this would be a great solution.

Nachteile

My CRM needs are probably not that big, which means that a lot of the tools get in the way, they don't feel easy or smooth to get to. Lots of click and different screens

Vorteile

Wonderful interface and functionality that exceeded our previous setup. Slowed much greater control and tracking of our client info and project sales made.

Nachteile

Pricing is a little higher per person but aside from that the benefits outweighed the cost. Smaller companies may do with one installation as we have trialed other crm software and found that for our setup a single implementation sufficed.

Vorteile

We love capsule and how easy it is to use. We used salesforce on a clients account and found it very difficult to use and learn. Capsule pricing is very fair and it is great with g-suite integration.

Nachteile

Capsule does have limited functionalities. The free version is also very limited as it is only available for 250 contacts or less.

Vorteile

What I like most is how easy it is to use.

Nachteile

There is nothing that I dislike about the software.

Vorteile

Simplicity and functionality. Both web and smart phone apps have very good user interface and work very well. (no bugs)

Nachteile

In time more capability to customise and add fields

Vorteile

- Mobile app
- Ease of use
- Ability to print (I know, old school, but I enjoy being able to print off a list of prospects and dial them)
- Tags/categorizations so I can sort different types of leads, prospects, and clients.

Nachteile

At times, difficult to integrate with texting/calling. Would like to do that more seamlessly from the app

Vorteile

Its best for lead management, user friendly and easy to understand for new users. Contact management & Association with organisation

Nachteile

trying to find out but unable, it they have covered every concerned aspect of application, however ability to integrate with other application with be an added feature if possible

Vorteile

This software integrates well with G Suite - and we love and use G Suite. We also liked Sales Pipeline - default Customer Centric Pipeline is close to what we feel is our sales process is.

Nachteile

Some features we need are only in advanced edition, tracking of emails is done via bcc. I always forget to bcc emails.

Vorteile

Capsule is functional and a great CRM software. Reminders of what tasks are due and when you are overdue. You can track your pipeline with ease.

Nachteile

No cons at this point based on my needs.

Vorteile

This CRM features a few more bells and whistles than others, and you do pay for that but it's worth it. The Gmail integration and IOS app were what sold me. I exclusively use GMail for my business and it's nice to be able to interface between the two.

Nachteile

The free version limits you to 250 contacts, which is really not bad for a small time handyman like myself, but I imagine I'd had to sign up for the paid version sooner or later.

Vorteile

Easy to use, basic CRM functions, well-organized system perfect for most small to medium businesses.

Nachteile

You need to dig inside of the system to find certain features. Other than this, I'm pleased with this software.

Vorteile

The features we needed for our small user base are free, I really hope we can join a paid plan and support this product!

Vorteile

Integration with xero.
Simple.

Vorteile

The customer service was amazing. I am NOT a data not a tech person, but when my hired gun failed to do the import properly, I did it myself with the help of The super people at Capsule - over email! I love that the custome fields are easy to add, and the interface for the CRM is intuitive.

Nachteile

Nothing so far. Well, I wish I could do mass emails without using an App like Mail Chimp, but that is probably for the best and I just do not realize it!