Capsule CRM - an easy pill to swallow.
Updated February 25, 2020

Capsule CRM - an easy pill to swallow.

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with Capsule CRM

  • Capsule CRM is something we have tried across the whole organization.
  • The business problem it addresses is team disharmony, task and time mismanagement, and the loss of different content (whether it be contacts, data, context, or previous history on a particular problem) due to the use of various platforms for different types of tasks. Capsule CRM brings everything you need into one platform, making it easier to link contacts to their data, content, and reports. This keeps the team on the same page and the organization operating smoothly.
  • Mobile app is super helpful to manage work away from a computer!
  • Excellent task management system - can track on a timeline as well as across the team.
  • The Gmail integration can be a little glitchy and hard to get the hang of.
  • Positive impact has been seen by the ability to designate tasks to people more clearly.
  • More efficient working due to time and task tracking.
Capsule CRM feels modern, quick and on-the-ball with its layout, features and integration options. It also has an intuitive feel making it easy to adopt from an alternative system.
  • Capsule CRM is well suited if you need a CRM that will help you organize your team, order your contacts, take charge of your projects, and efficiency.
  • If your team is less tech-savvy, this may not be the best suited to your organization as the system only works when each team member can maximize the platform offerings fully.

Capsule CRM Feature Ratings

Customer data management / contact management
8
Workflow management
8
Territory management
8
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
8
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
7
Task management
7
Billing and invoicing management
7
Reporting
8
Forecasting
7
Pipeline visualization
8
Customizable reports
8
Custom fields
8
Custom objects
8
Scripting environment
8
API for custom integration
8
Role-based user permissions
8
Single sign-on capability
8
Social data
8
Social engagement
8
Marketing automation
7
Compensation management
7
Mobile access
10