Likelihood to Recommend I'm so new to it. I mean it has a lot of capabilities. So I'm used to working with Infor products, so I'm used to large
ERP systems and I haven't seen anything that makes me question Acumatica. It seems like I can customize anything and have the system to do what I need. So I mean that's one advantage point why we selected Acumatica is because it can be tailored to our business and to what we need and the way we want to do it
Read full review It is difficult to beat the simplicity of use and design of Capsule CRM. Add to the fact that they offer the best free plan which is great to sign up our clients with so that they can see how valuable having a CRM is. Getting newbies to use CRM with ease helps us with our CRM projects and to sign up more clients seamlessly. Hence, it is perfect place to start with for a small business. Based on feedback from clients, who already have some premium apps to manage their sales and work orders, it can get tricky to integrate them with Capsule CRM and hence it's not that favourable in the complex IT solution use case for specific clients. Support is through messages only and it can get a bit frustating if one is in a hurry to get the setup done. It's preferred to take your time and raise support tickets as and when necessary.
Read full review Pros Streamlines our processes and simplifies our systems. Previously, we had to manage two software systems to handle an order and get it out the door with proper shipping documentation. Now, we were able to deploy the shipping document creation inline with the sales order process and streamline our process. This allows us to save about $3K a year just on time savings alone (in creating shipping documentation). This was a nice win for us for this project. Financial Reporting is simplified and flexible for our needs. We are estimating a time savings of around $14.5K per year in time spent creating reports through manual manipulation. The reporting capabilities are much more flexible and allow for greater visibility than our previous ERP. Read full review Capsule is very easy to use. You can just jump in and learn as you go. There are advantages to really learning the ins and outs, but for those who aren't sold on a CRM to begin with it's good for just getting them started. It is what you make of it--you can use the most basic features or really dive in to the many functionalities. The UI is clean and intuitive. We don't get easily overwhelmed while using it. Capsule has a very robust contact management system. It allows for the generation of very specific lists within existing contacts, which is good if the user has to keep track of thousands of individuals and companies. There is a tagging feature that is great for further organizing contacts. I like that there is a simple workflow option. I encourage the sales guys to make use of this "Tracks" feature, and they often do (but if they don't, it's not the end of the world, which is nice). It provides custom sets of tasks that are created as soon as you start an opportunity or a case. Capsule has a LOT of integrations, which is great if you're looking to expand what you do with your CRM. We got Capsule just to keep track of the sales pipeline, but now that everyone's on board with the concept of a CRM (they weren't sold at first!) we can look into implementing more robust programs that can "talk to" Capsule. Read full review Cons Manufacturing suite. You have all the time. So for the Manufacturing edition, you're able to have negative issues that are unlimited and are not balanced into a job that needs to be improved. The mobile app itself for warehouse picking and management sets the default item to one. This is not how most warehouses that I've ever worked at operate. Bomb hierarchy and respectful of child elements. These are nitty gritty elements, but these are kind of down-and-dirty items that need to improve. But overall it's pretty good. Read full review Its integration with Mail chimp is not smooth. Also, it does not allow to list contacts alphabetically which is a great downside of this tool. It does not contain some essential marketing features. It needs to improve the user interface and make it more productive especially on the calendar view. The contact sorting is quite disappointing. It would be nice if it allows users to set screen filters. Read full review Likelihood to Renew We aren’t going to switch at this point! It’s a great system and we are looking forward to realizing the full potential of the system once we can find a VAR who has a bench that can support us.
Read full review Usability Most "things" are intuitive which makes the software nice. A few other "things" make no sense and come from a programmers mind, not a users experience.
Read full review As a well-rounded business tool, Capsule CRM is an excellent choice. It fulfills our requirements and aids in the operation of our business. One of the most effective tools for managing our business solutions and supply chains is adding this tool to our system to see the fantastic results of effective management. Capsule CRM could try and see what they're offering to get the best results.
Read full review Performance there have been some performance issues
Read full review Support Rating We used Acumatica Support directly for the first year or so. Overall it's pretty good, but sometimes the support staff wasn't educated on the customizations we had, nor was I as the Customer as I couldn't remember which things were customized and which things were out of the box, so when there was an error, there were some misunderstandings.
Read full review Capsule CRM is the best application in allocating the problems and reasons for any project drawback. Your solution will be there within seconds. It controls business empowerment with its authentic approach and we can use this application without any problem. Our employees are on a single platform and we can decide and implement things at once. There is no need to wait for any meeting, as everything is just a click away. Our promotions are technical and easy to understand for clients and they can communicate well to deliver their ideas.
Read full review Implementation Rating I'd say the partner selection is critically important. I think the software is very easy to implement. It's very customizable to your business. Finding a partner that will work with you to understand your business and your needs is the critical piece to make sure that the system goes along with it.
Read full review Alternatives Considered Well, we decided to go with Acumatica and I believe it was a really good decision. The VAR was a big part of that as well because of their insights and knowledge, but I just felt Acumatica was the right fit for us in size and it had the capabilities we needed, but it also wasn't overkill.
Read full review We simply could not afford to use the other platforms and felt this was the best choice for now! And, we're really happy with our decision because it includes everything we had wanted, and at a better price. We refer a lot of clients to this product and train them on how to use it. Once their business grows they usually upgrade to the paid version.
Read full review Return on Investment Definitely positive because we're able to give data to the end users much quicker. Were they able to make more accurate and timely financial decisions and kind of know where they're at, and how much money do I have left to spend for the month? Things like that. And our CFO is able to utilize the data more quickly. Read full review It's enabled us to have a cloud-based live database, rather than living off spreadsheets or an antiquated Access database It's hard to really quantify ROI on a small startup, but it's been very helpful to have a small scale but powerful CRM as we grow the company. Since we don't use it entirely as it's intended, the terminology and shortcuts are a bit confusing. Read full review ScreenShots