"Capsule CRM Is A Cost-effective, Easy-to-use Tool With Many Interrogations."
January 16, 2022

"Capsule CRM Is A Cost-effective, Easy-to-use Tool With Many Interrogations."

Farjana Labonno | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Other

Overall Satisfaction with Capsule CRM

My favorite feature of Capsule is the breadth and depth of integrations and functionality it offers. Our primary CRM, it’s a great place to find out what’s going on in the company. It has a simple interface that makes searching for profiles easy. We appreciate how well-designed it is. It’s simple to search for contacts, extract them, upload, sort, and sort them in this program. It is now much easier to create tracks and view workflows. Allowing us to plan the entire year, we can customize each event. Easy to use, straightforward to understand, and simple to learn. We’ve been using Capsule CRM for more than a year and are thrilled with it! For us, it’s been a great fit; it’s not expensive, and the customer service has been excellent. Unlike other CRM programs, it doesn’t require extensive training or migration. Capsule CRM is more user-friendly and less time-consuming to set up. It is compatible with a wide range of other programs and systems. All issues have been resolved, and customer service is open and active.
  • Capsule CRM: Smooth-to-use.
  • Capsule CRM: Budget-Friendly.
  • Capsule CRM: Lead Management.
  • Capsule CRM: Contact Management.
  • Capsule CRM: Many Interrogations.
  • Capsule CRM: Great Mobile Application.
  • Capsule CRM: Monitoring Email Correspondence.
  • Capsule CRM: Make the UI more appealing.
  • Capsule CRM: Marketing integration is lacking.
  • Capsule CRM: Feature-lacking compared to other CRM systems.
  • Capsule CRM: Increased Efficiency.
  • Capsule CRM: Helps With Resource Planning.
  • Capsule CRM: Enhanced Sales Process Efficiency.
  • Capsule CRM: Effective Marketing And Management Package.
  • Capsule CRM: Latest Version Should Include Compensating Effects.
UNLIKE OTHER CRM, Capsule CRM incorporates the latest business technologies into a single solution. It is the best application for promoting our business. The level of communication with clients is outstanding. We can get a quick and accurate read on anything by simply clicking. Even though it performs admirably in the fundamentals, it falls short in some features.

Do you think Capsule CRM delivers good value for the price?

Yes

Are you happy with Capsule CRM's feature set?

Yes

Did Capsule CRM live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Capsule CRM go as expected?

Yes

Would you buy Capsule CRM again?

Yes

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.
Capsule CRM effectively specifies the causes of any project's disadvantage and problem-solving. This application is effortless because of its genuine approach to business empowerment. Everything is easily accessible with a single click. Our clients will appreciate our technical and user-friendly promotions. Furthermore, it is well worth our company's time to run.
Using Capsule CRM, businesses can have a perfect CRM solution without the risk of being forced to pay on a monthly subscription basis. Compared to other customer relationship management apps, it has a wide range of unique features. Functional and cost-effective are the main advantages. Because we're a small company, its simplicity appeals to us greatly. For a limited time, start-ups can store up to 250 contacts in the free version. Capsule CRM is well-suited to Gmail and offers many other integration possibilities. Even though it lacks some more powerful CRM features, the Capsule platform makes up for this with a widespread list of integrations.

Capsule CRM Feature Ratings

Customer data management / contact management
8
Workflow management
8
Territory management
7
Opportunity management
6
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
7
Quote & order management
8
Interaction tracking
7
Channel / partner relationship management
Not Rated
Case management
8
Call center management
8
Help desk management
8
Lead management
8
Email marketing
8
Task management
8
Billing and invoicing management
8
Reporting
7
Forecasting
8
Pipeline visualization
8
Customizable reports
8
Custom fields
8
Custom objects
8
Scripting environment
8
API for custom integration
8
Role-based user permissions
9
Single sign-on capability
8
Social data
8
Social engagement
8
Marketing automation
8
Compensation management
8
Mobile access
8