Likelihood to Recommend BQE CORE is well suited for a firm trying to get a better understanding of their project performance as a whole as well as better manage time and project resources. It is not the greatest for client management through a project or through invoicing, but it is do-able within the system.
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 Invoice Collections within Billing is a great tool because of the ability to take notes and track contact. Invoices are professional looking and easy for our clients to understand the overall progress within each phase of their project. Dashboards are the best tool EVER! The Contact List feature within Clients setup is the perfect way to track multiple project managers within a large company that also has multiple contracts with us. 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 Customizable Reporting Linking Project to Payment all together Assigning contacts to particular roles - such as Invoicing, Contracts, etc. Accounting Functionality - they are basically a project management accounting software, so in my opinion, they could learn some things from other accounting software such as QuickBooks etc. 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 have been using Core for a few years now, and honestly started to look at other software systems to see what was out there. What we chose was a nightmare for migration so we never left Core. Now we have added invoicing and payments from Core instead of double entry with QBO. Still only a few cycles in but looks like it will be up to speed soon and working smoothly.
Read full review Usability The foundation is awesome, like I have said before, however the house being built on it, the educational resources being provided to us (more of sales pitches that don't work), and flexible workflow opportunities, is making us look elsewhere for how much we will be spending on per user. It's crazy to think how flexible they are not when it comes to user settings. Lack of integration with other sources is awful.
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 Reliability and Availability I can only remember a couple of times in 4 years that Core has been unavailable.
Read full review Performance This is one area that does need some improvement. It can be slow at time, so we had our IT look at it from our side and we had no issues, so it has to be some slowness on their side.
Read full review Support Rating As a new employee and CORE user, I talk to support on a weekly basis. I have never had to wait for more than 3 min to get connect with a support rep, and all my questions have been answered. The support representatives are polite and eager to help no matter how simple your question is.
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 Online Training Make sure you have someone training you that fits your style of learning.
Read full review Implementation Rating It does take some time to understand the options and to find the best invoice template.
Read full review Alternatives Considered Deltek Vision is far more advanced, more encompassing and offers more flexibility with what you want to do. However, it's also quite difficult to use, whereas BQE CORE is intuitive and user friendly. The trade off is worth it in some arenas but overall it's not suited for a larger fast paced company. Great for smaller companies.
Read full review We chose Capsule CRM over
Zoho CRM due to the various modules that it would take for
Zoho CRM to work for our firm. Additional Zoho modules would have been needed (
Zoho CRM and Projects) to make it work for us which in turn requires additional management. With Capsule CRM, there was only one app that needed to be integrated within our app ecosystem
Read full review Scalability This software works on a small and large scale.
Read full review Return on Investment Quick setup of new tasks under a parent project, with immediate hourly billing to it. Monitoring of details of non-chargeable efforts in appropriate detail Validation of hourly cost, billing cost, benefit cost, profitability by person and role Company tracking of write-off's included in corporate and project reporting, no data is "lost" Can track excessive work time as +PTO in lieu of pay for use as future vacation 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