Great lightweight CRM
Anonymous | TrustRadius Reviewer
October 28, 2019

Great lightweight CRM

Score 8 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Capsule CRM

As a small organisation that doesn't need huge CRM functionality, Capsule has been great. It has been really easy to use and integrates with Gmail perfectly. We are currently on the free version of Capsule which is all we need for now.
  • Contact Management
  • Sales Forecasting
  • Easy to use
  • Gmail integration
  • Limited functionality when compared to it's CRM competitors.
  • No Email Campaign Functionalities
  • Easy Contact Mangement
  • Great For Sales Pipeline Tracking
Capsule CRM is a great lightweight CRM that is easy to use and has all the features a small CRM would need. The free version is really great for a company not ready to start paying for a CRM but just needs to use a CRM for a feature like contact management.
Capsule CRM is great for companies that need a CRM that integrates well with Gmail. Additionally, it has a long list of other integrations. Capsule is perfect for small businesses that need a CRM but don't want to pay for extra features they wouldn't need that CRMs like Salesforce would have.

Capsule CRM Feature Ratings

Customer data management / contact management
9
Workflow management
Not Rated
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
10
Interaction tracking
7
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Reporting
7
Forecasting
7
Pipeline visualization
7
Customizable reports
Not Rated
Custom fields
Not Rated
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
Not Rated
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