Great CRM option!
January 23, 2020

Great CRM option!

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Capsule CRM

I use the free version of Capsule CRM for my business to keep track of clients. Capsule is a great CRM for those who want to use contact management and sales cycles without any complicated features or difficult to use programmes.
  • Contact management.
  • Lead management.
  • Mobile app could be easier.
  • Improved understanding of my business and its sales cycles.
  • Greater recording of contact and document management.
I also looked at Less Annoying CRM. However, capsule integrated with G-suite better, looked better to use and had a free version.
Capsule CRM is a great CRM for small to medium businesses or nonprofits. It is easy to use and has all the features you could need. The free version is great. Although you can only use it for 250 contacts or less.

Capsule CRM Feature Ratings

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