Capsule CRM - the Budget CRM for your startup
Updated February 07, 2020

Capsule CRM - the Budget CRM for your startup

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

Overall Satisfaction with Capsule CRM

It is used to allocate people's work, keeping track of customers, tag them to a specific group, keep track of sales pipeline and interaction with the leads, it helps in sending group emails, etc.

One of the best features I believe is the use of a feature called "tracks" that helps in setting up a path or flow of tasks to be done while working on a lead. We also create tasks for a particular deal if we want to. It also offers good integration support.

Pros

  • "Tracks" option to set up tasks to be done in an order.
  • Monitor and implement the sales pipeline.

Cons

  • Lack of features as compared to other CRM software.
  • Pretty basic UI needs to be made more appealing.
  • Improves productivity.
  • As the pricing is less compared to other CRM software it also gives better ROI.
It stacks up pretty well in basic features but lags behind in terms of CRM features and support, there is a lack of features as compared to the multitude of these software and support only exists over mail, a live chat feature would be much appreciated, integration with G-suite and even Office apps is still buggy and needs a lot of work. Although the pricing is less, the features are less as well, so it's almost true to say you get what you pay for.
The best scenario to implement this CRM would be startups as you don't need to shell out a lot of money for this and this does emulate the basic plethora of tasks accomplished by a CRM software. It would also be a good addition to small and medium enterprises on a lookout to improve their sales process and thereby the productivity of their firm.

Capsule CRM Feature Ratings

7.8
Customer data management / contact management
7
Workflow management
9
Territory management
8
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
7
Contract management
8
Quote & order management
8
Interaction tracking
7
Channel / partner relationship management
8
7.3
Case management
7
Call center management
7
Help desk management
8
8.0
Lead management
8
Email marketing
8
8.3
Task management
8
Billing and invoicing management
9
Reporting
8
7.7
Forecasting
7
Pipeline visualization
8
Customizable reports
8
8.3
Custom fields
9
Custom objects
9
Scripting environment
8
API for custom integration
7
8.0
Role-based user permissions
8
Single sign-on capability
8
8.0
Social data
8
Social engagement
8
7.5
Marketing automation
7
Compensation management
8
8.0
Mobile access
8

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