Capsule

Vorteile

I like the simplicity of the system. It was very quick and easy both to setup (and make changes to) and then to use the system. It has been very easy to train new employees on. The system has some good power around workflows - which have helped us lock down our processes and helped new staff to follow them. It has a good integration with Xero which has saved us a lot of time and has just released an integration into a mail campaign tool (Transpond) which looks to be a nice added bonus.

Nachteile

The system doesn't have a document generation tool (so you need to generate invoices and quotes in a separate system). It also is comparatively underpowered in the reports you can generate (even when you upgrade to the higher tiers that have additional reporting functionality). You can export full data sets to CSV - so we have built what we needed in Excel, but it would be nice to have it saved as reports and visualisations in the system. There also isn't the flexibility around notifications that I am previously used to (and so we have had to adjust the workflows a little).

Vorteile

Visual presentation of the data, ease of access, monthly subscription, data capture, project tracking, email link capability, mobile access.

Nachteile

The CRM had no functions that I disliked

In Betracht gezogene Alternativen

Act!, Salesforce Sales Cloud und SugarCRM

Gründe für den Wechsel zu Capsule

All other products were too complex with difficult to set up daily interactions

Vorteile

One of the best features is the capsule daily reminder email that comes to me every morning with whom I need to take next actions with. Of course, this requires me to be an active user of tasks, which i have always been, but it allows me to do that all in the CRM and not have followups in Outlook or Gmail . The other aspect is the seamless updating whether I do it on my iphone based app or desktop

Nachteile

I use Outlook 365 desktop and having the full HTML and attachment ability is better than the email integration of Capsule. Either Capsule should go right to my Outlook 365 when I start an email

Vorteile

What I like most is keeping notes and tracking all phone calls and customer interaction with ease to follow up.

Nachteile

Possibly a way to add photos to activity log.

Vorteile

I love how easy it is to complete just about any task imaginable. I make a LOT of notes for my customer accounts, and I love how each note can have any number of file attachments to them, but all the attachments for ALL the notes are also kept in a different area. Being able to integrate with my Google Apps account is a BIG plus, as is the ability to have emails I send instantly saved to customer records without me doing anything. Creating custom fields is also a breeze and makes my life a lot easier.

Nachteile

I really don't like the huge gap between a free account and a professional account. They need to increase storage limits AND create a plan between free and professional price points for smaller businesses. This is what really holds me back from doing more with this software, and keeps me in the market for different software constantly.

Vorteile

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.

Nachteile

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! :-)

In Betracht gezogene Alternativen

Zoho CRM und HubSpot CRM

Gründe für den Wechsel zu Capsule

it worked better for our requirements, customer support was personal and significantly better and the price was better.

Vorteile

As a service provider I have a lot of contacts to track. I tried several CRMs (Hubspot, Monday, etc) but none were as simple to use as Capsule. I had basic needs: track new contacts and set reminders to follow up. While other apps had those features alongside dozens of other tools, Capsule made it very easy to start tracking and reminding right away. And that's on a free level!

The Gmail extension works really well and makes adding tasks quick and easy.

Nachteile

If I was nitpicky, I'd say maybe a more modern design. But it's not strictly utilitarian, and it's simplicity makes it easy to do what I need.

In Betracht gezogene Alternativen

Pipedrive, Brevo, monday.com und HubSpot CRM

Gründe für den Wechsel zu Capsule

Other CRMs were pretty complicated for what I needed. I first tried Hubspot, but I was lost in all the features. All I needed to do was set reminders to follow up with people. While the other CRMs do that, it felt like I had to swim through a dozen other features to get there. I was able to start using Capsule immediately and knew exactly what to do. And with the Gmail extension, it's even simpler.

Vorteile

Free version is mostly perfect for my needs. Contacts database, contacts history, opportunities creating and following, procedure design and editor, flexibility.

Nachteile

Free version have a limit to 250 contacts.

Vorteile

I love that it's easy to use, keeps my lead tracking process organised. No complicated features. I set reminders and track everyone I have contacted. I can access all features really easily and it just makes my sales and marketing manageable - without additional functions I won't use or need.

Nachteile

When I import a CSV file - I need to format it slightly for it to identify all the columns - just an extra step which is a bit of a pain but not a biggy.

In Betracht gezogene Alternativen

HubSpot Marketing Hub und Mailchimp

Gründe für den Wechsel zu Capsule

Does exactly what I want without the other stuff that make CSMs so more complicated and heavy

Vorteile

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.

Nachteile

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.

Vorteile

Capsule serves all its purposes very satisfactorily. It doesn't have very many bells and whistles, or email campaign options like other CRM databases, but it is very useful for logging contact information, making notes, generating tasks, and running reports. You can categorize contacts by organization, people, and deal opportunities, and also by customized tags and custom fields.

Nachteile

Very few things to dislike. The only way to export contacts with notes is to export the entire database into Excel and sort from there; there is no option within the database's reporting capabilities to generate the notes for specific contacts.

Capsule also does not have email campaign capabilities or drip campaign options, but those are high-price items that only come with the big CRM monsters.

Vorteile

Super easy to start using , the pipeline is the best way to keep track of sales process and visually easy to keep track of

Nachteile

I feel it needs to automatically remind me of thing, I use this to track inquiries and sometimes people fall through the cracks. if for some reason I forget to start an opportunity I won't see the customer on the sales pipeline, maybe its just the way im using this.

Vorteile

It is a highly customizable software CRM. Track every interaction with stakeholders using the web app, email plugins, and most importantly the iOS app! The app uses the cloud based client database as a sort of substitute for your phone’s address book, phone dialer, and portal to add client interactions. Best mobile app for a CRM platform!

Nachteile

It can be tricky linking interactions with multiple stakeholders.

Vorteile

I like the fact that it's very easy to set up. Adding new contacts and their respective organizations is swift and seamless. What I like most about Capsule is that it is a proper CRM system which is made available to small businesses free of charge - when we've grown enough to warrant spending money on CRM - Capsule has already crossed the finishing line.

Nachteile

There are some GUI flaws which make navigation a little difficult, but these are merely tweaks to what is a robust and simple-to-use system.

Vorteile

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.

Nachteile

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

Vorteile

I think you you were using this software for school or a business that required registration of sorts it might be ideal but the marketing features were not strong enough for us. We used the program for 1 year and then switch over that had a better UX, marketing integration and that automatically process tax receipts.

Nachteile

The UX wasn't great. It wasn't intuitive for our team.

Vorteile

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

Nachteile

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

Vorteile

gestão de leads e integração com Google email

Nachteile

integração com o cliente, bem como probabilidade média de fecho de leads

Vorteile

Its ease of use and setup. We were able to setup three users in very little time and get the results that we required. Importing data was easy and setting up custom fields and tags was no problem.

Nachteile

Reporting could use some depth. For example it would be useful to see customers contacted on a daily, weekly and monthly basis. A section with pre set but customisable reports would be nice

Vorteile

I love how it sits alongside my Gmail and automatically captures and stores conversations with clients.

Nachteile

The free version was so restricted, it made it virtually useless.

Vorteile

The interface is simple but modern and intuitive. The bundled mobile app is convenient on the go. Integration with Xero and Google suite is just perfect. It syncs with Google contacts, Gmail integration feels like it's built-in, no need to install and maintain pesky Chrome extensions! There's also Google tasks integration that we plan to explore. With Xero, we can sync customer information and manage it solely in Capsule. Invoices and overdue payments can also be seen in one place inside Capsule.

Nachteile

As a startup who explores and experiments with business processes a lot, changing requirements also needs fast solutions. Capsule integration with third-party apps is really good but not perfect. Capsule lets you use their app however you please and does not suggest best practices out of the box. This freedom can sometimes lead to a lot of research, analysis paralysis, and being stuck. We reached that point but customer support was so awesome that they went out of their way to walk us through the most viable solution available.

Vorteile

It's intuitive so getting your team on it and started won't be difficult, even if they're not tech savvy. The layout is clean and straightforward too - helps keep the focus on selling (your initial contact with prospects and the required follow up). Priced fairly too.

Nachteile

If you have a big team, you can probably find other alternatives for what it will end up costing you. The general features are great but once you move into more of the advanced stuff, it can be a headache - those who aren't tech savvy will struggle.

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

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

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

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

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

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

My Client Managers were really struggling with the ability to get their work done quickly and efficiently; collaboration was a real issue as well.
Excel spreadsheets, though useful, had outlived their utility.

Nachteile

The full functionality of other CRMs isn't present, but we don't really need it right now.

Vorteile

I have administrator rights for the software. I find it extremely easy to use. Teaching other s the basics has been very positive too.

Nachteile

The only issue I have is with individuals being able to view other people's contacts etc. I would like the ability to have more options with regards to settings.

Vorteile

I like this software on how it organizes the email and sale everything for me so I don't have to go looking for the things that is needed for sales. It helps with staying on track with the customers

Nachteile

the only thing that is least liked is the calendar but other then that everything is good.