Solid CRM App
December 30, 2019

Solid CRM App

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

Overall Satisfaction with Capsule CRM

We use Capsule CRM to keep track of all our customers and potential customers interactions across the entire organization. We use it to track documents, correspondence from various different platforms and email systems. We also allow it to integrate with our accounting and marketing systems to track income and expenses and for email marketing purposes. It is a solid resource for tracking all aspects of our operations.

Pros

  • Tracking all of our email correspondence
  • Integrating with our accounting software

Cons

  • Ability to track social media
  • Add additional accounting software integration
  • We have become more efficient
  • We can recognize potential growth opportunities faster
We have researched various other programs including Zoho CRM, HubSpot, Salesforce and Insightly. Each has its pros and cons, but we chose Capsule CRM due to their integration with our email marketing and accounting software and the scalability of the product for our small business needs. Larger firms may want to seek a more robust product, but Capsule works for our current needs.
Capsule is well suited for the small to mid-sized business where there are very few integrations (accounting, email marketing, POS systems). You can track a great deal of information within the systems and it keeps everyone on the same page. If a firm is larger or has a great deal of apps to integrate, they may need a more robust solution or a package suite of apps.

Capsule CRM Feature Ratings

Customer data management / contact management
9
Workflow management
9
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
9
Interaction tracking
9
Channel / partner relationship management
9
Lead management
9
Email marketing
9
Task management
10
Billing and invoicing management
9
Reporting
9
Forecasting
9
Pipeline visualization
9
Customizable reports
9
Custom fields
9
API for custom integration
9
Role-based user permissions
10
Single sign-on capability
10
Social data
7
Social engagement
7
Marketing automation
10
Compensation management
9
Mobile access
9

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