Great CRM for small businesses!
Anonymous | TrustRadius Reviewer
Updated December 04, 2019

Great CRM for small businesses!

Score 9 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Capsule CRM

We needed a CRM for our company that was easy to use and low cost. Capsule CRM had a free version for 250 contacts or less that worked perfectly for us at this time as contact management as we were getting our business going was the main function we needed from a CRM. A key deciding factor when looking into a CRM was G Suite integration. Capsule is fantastic with this.
  • Contact management.
  • Tracking sales.
  • Great UI! It is clean and simple to use.
  • Great for G-Suite integration.
  • A huge number of integrations in general.
  • There are more comprehensive features in other CRMs. I wish there was the option to have multiple sales pipelines as Pipedrive has.
  • Improved contact management.
  • Improved tracking of communications.
  • Able to visualize sales pipeline.
  • Overall great reporting and forecasting.
CRM Is by far the best CRM I have used for small businesses. However, I find Pipedrive the better option for bigger businesses.
Capsule CRM is the perfect CRM for small businesses looking to use a CRM without the risks of paying monthly. A start-up could survive using the free version for a while as one can store up to 250 contacts. It is also great for businesses who need to use a CRM without the complicated features that salesforce and other CRMs offer than aren't necessary for small businesses.

Capsule CRM Feature Ratings

Customer data management / contact management
8
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
8
Interaction tracking
8
Channel / partner relationship management
8
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Lead management
Not Rated
Email marketing
Not Rated
Task management
Not Rated
Reporting
8
Forecasting
8
Pipeline visualization
8
Customizable reports
7
Custom fields
6
Custom objects
6
Role-based user permissions
Not Rated
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