TrustRadius
Essential to running our businessAcross the organisation, for all prospect and customer contacts, records, conversations, and by subcontractors,Everything is captured in one place and we always refer to this when in touch with customers It's flexible for the very individual customers we have, and good for all forms of communication, while keeping all the standard details in order Allowing multiple websites, addresses and so on for each organisation and person is brilliant,Would be handy to allow an individual to be linked to more than one organisation. A number of our customers are in two bodies, eg a GP practice and a GP federation.,9,Essential to running the business If we didn't have it would have to use something else,,Microsoft YammerThis review enCAPSULEates my favorite CRM...Only those involved in business development have Capsule licenses (though as a supporting team member, I sometimes help them maintain and organize their information). It allows us to centralize our research on potential buyers, keep our sales pipeline current, and project what the future holds.,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.,I REALLY wish they had the option to list an individual as being part of more than one company. That is a pretty basic feature that should be included! It would be nice to have a more flexible workflow option with Tracks ("if this then that"), or a very simple flowchart of tasks that are generated depending on which way the opportunity goes. There are barely any Capsule videos on Youtube. A feature I would really love is a set of tutorials or webinars that I could use for learning and for training others. It would be neat if they integrated with project planning software like Basecamp or Wrike.,9,I don't have any hard numbers, but I can say with certainty that our sales pipeline is just in a completely different ballpark than it was before. Capsule has allowed us to take BD to the next level.,Salesforce.com,Insightly
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Capsule CRM
11 Ratings
Score 8.5 out of 101
TRScore

Capsule CRM Reviews

Capsule CRM
11 Ratings
Score 8.5 out of 101
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Harry Longman profile photo
October 03, 2017

Capsule CRM Review: "Essential to running our business"

Score 9 out of 10
Vetted Review
Verified User
Review Source
Across the organisation, for all prospect and customer contacts, records, conversations, and by subcontractors
  • Everything is captured in one place and we always refer to this when in touch with customers
  • It's flexible for the very individual customers we have, and good for all forms of communication, while keeping all the standard details in order
  • Allowing multiple websites, addresses and so on for each organisation and person is brilliant
  • Would be handy to allow an individual to be linked to more than one organisation. A number of our customers are in two bodies, eg a GP practice and a GP federation.
Managing the whole sales cycle from prospect to established customer
Read Harry Longman's full review
Rosi Muñoz profile photo
February 03, 2015

Capsule CRM: "This review enCAPSULEates my favorite CRM..."

Score 9 out of 10
Vetted Review
Verified User
Review Source
Only those involved in business development have Capsule licenses (though as a supporting team member, I sometimes help them maintain and organize their information). It allows us to centralize our research on potential buyers, keep our sales pipeline current, and project what the future holds.
  • 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.
  • I REALLY wish they had the option to list an individual as being part of more than one company. That is a pretty basic feature that should be included!
  • It would be nice to have a more flexible workflow option with Tracks ("if this then that"), or a very simple flowchart of tasks that are generated depending on which way the opportunity goes.
  • There are barely any Capsule videos on Youtube. A feature I would really love is a set of tutorials or webinars that I could use for learning and for training others.
  • It would be neat if they integrated with project planning software like Basecamp or Wrike.
If you want a super robust CRM that does it all, Capsule is not the way to go. It's missing a lot of elements that more powerful CRMs have (though it makes up for it with many integration possibilities). But in my opinion, that simplicity can be a good thing if you just want a way to keep track of your sales pipeline. A lot of people don't have the time or mental bandwidth to learn a new system, and it's better to learn something simple than to barely use something powerful. Capsule is also great if you have to keep track of a lot of contacts--a small PR firm would find this very useful.
Read Rosi Muñoz's full review

Capsule CRM Scorecard Summary

Feature Scorecard Summary

Customer data management / contact management (2)
8.0
Workflow management (2)
7.0
Opportunity management (2)
7.0
Integration with email client (e.g., Outlook or Gmail) (2)
7.0
Contract management (1)
6
Quote & order management (1)
6
Interaction tracking (1)
9
Channel / partner relationship management (1)
8
Case management (1)
10
Help desk management (1)
4
Lead management (2)
8.0
Email marketing (1)
8
Task management (2)
7.0
Billing and invoicing management (1)
7
Reporting (1)
7
Forecasting (2)
5.0
Pipeline visualization (2)
5.0
Customizable reports (2)
7.0
Custom fields (2)
6.0
Custom objects (2)
6.0
Scripting environment (1)
6
API for custom integration (2)
8.0
Single sign-on capability (1)
8
Role-based user permissions (1)
7
Social data (2)
7.0
Social engagement (1)
6
Marketing automation (2)
6.0
Mobile access (2)
7.0

About Capsule CRM

Capsule CRM Technical Details

Operating Systems: Unspecified
Mobile Application:No