Excellent free CRM!

Overall Satisfaction with Capsule CRM

Capsule CRM is a very powerful free CRM that can handle the fairly complex needs of our book marketing company. It is used across the whole organization to track leads, clients, and marketing contacts. We connect authors to books, and books to newspapers, bookstores, etc, and Capsule CRM is able to handle that for us for free. It's not super customizable, but it is the best we could hope for for the price!
  • Many fields. It's not super customizable, at least at the free level, but there are many fields that you can utilize to fit your needs
  • Entirely web based. We've never experienced down time or lag issues.
  • Free! It's hard to find a powerful database for free.
  • 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.
  • 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.
SuiteCRM, & SugarCRM were the other final contenders when I chose Capsule CRM. I don't remember what was the final factor in making a decision, but I know that the amount of database you can get for free was really my main consideration, and the ability to grow into the paid version was great as well.
Powerful CRM for free. It doesn't get much better than that! If you're launching a new business and don't want to invest too much capital, use Capsule for your CRM. It will keep you organized and not cost you. If you grow out of the free version, then you can just continue using the same product, without needing to convert everything to a new, bigger database.

Capsule CRM Feature Ratings

Customer data management / contact management
10
Workflow management
9
Territory management
Not Rated
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
Not Rated
Contract management
10
Quote & order management
9
Interaction tracking
10
Channel / partner relationship management
10
Case management
10
Call center management
Not Rated
Help desk management
Not Rated
Lead management
Not Rated
Email marketing
Not Rated
Task management
10
Billing and invoicing management
Not Rated
Reporting
Not Rated
Forecasting
Not Rated
Pipeline visualization
10
Customizable reports
Not Rated
Custom fields
7
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
Not Rated
Role-based user permissions
7
Single sign-on capability
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
Mobile access
Not Rated