Capsule CRM vs Less Annoying CRM

• 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.

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• The customization is the key that allows this CRM to help us be successful.
• Organization is easy and it keeps us on task.
• We don't miss a beat anymore! With daily reminders, it is easy to see what we must do each day.
• With two of us working simultaneously on multiple projects, LACRM makes it so we can keep up with each other with constantly emailing back and forth.

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• The CRM is intended for "sales pipeline" use. We don't use it for that, so we have to hack it a bit to fit our needs. If you need a free CRM to track sales pipelines...this would be PERFECT!
• The Dashboard isn't particularly customizable or useful for us.

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• I would love to see more options for integration. EmailMeForm is a big one I'd love to see.
• Would love to be able to remove things like pipelines to fully customize things. Also, would love to see the ability to have a program within LACRM that works somewhat like Quickbooks where you can enter in payment information and it goes to a form/file to keep track of payments too.

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• 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.

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• It is very affordable, we hardly notice this invoice each month, but it has helped us grow our business year after year by keeping track of all of our clients and prospect info, we never miss a follow up anymore.

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