Item: Capsule CRM
Rating: 8
Author: Verified User

Use Cases and Deployment Scope

We execute client pipeline management using Capsule CRM in our company. Sometimes it can take a few weeks or even months to convert a lead into a client based on their specific requirements and where they are placed in their journey. Creating the timely checkpoints helps us manage all these clients in one place so we always stay on the top of these leads. Key problem is of missing out of not-ready clients and losing track of them with zero followups. Capsule CRM has helped us get the basics right and manage better relations with all clients.

Pros and Cons

Sales pipeline dashboard is very crisp and clear and easy to use.
Contacts management is also very effective to those who need to effortlessly manage their list of prospective clients in one place
Manage and followup on active proposals which are in the process of being prepared and manage it until it has been sent to the client.

third party integrations can be improved upon as we had to go for Zaps for a couple of apps.
learning the basics was easy but we did struggle with a few use cases and were glad to find solutions on 3rd party blogs and forums. It would be great to have a user forum on their own website which can be moderated by the Capsule team.
some basic reporting can be added to free plan. Many of our clients would benefit from reports in the free plan before jumping on to the professional plan.

Return on Investment

Positive impact of roping in new clients from existing contact list
Improved touch points with prospective clients resulted into improved client relationships
Easy to recommend as a free trial to get clients introduced to CRM, before they pay a single cent. Helps with client buyin for the CRM software. The plans are also competitive with major industry players and come with value on offer for the plan fees for our clients.

Alternatives Considered

HubSpot CRM and Zoho CRM

Easy to signup and ease of use for small business use cases.
Non-aggresive (a good thing) sales team helps clients try it out at their own pace.
Only the key important featuers are visible on the screen which matter. Helps with lesser confusion with carry out simple tasks.
Free plan is one of the best on offer to try it out.

Key Insights

Do you think Capsule CRM delivers good value for the price?

Yes

Are you happy with Capsule CRM's feature set?

Yes

Did Capsule CRM live up to sales and marketing promises?

Yes

Did implementation of Capsule CRM go as expected?

Yes

Would you buy Capsule CRM again?

Yes

Other Software Used

HubSpot CRM, Zoho CRM, Oracle CRM

Usability

Ease of use for small business owners who have very less time to learn how to use a CRM.
Mobile application is nice and clean with key features being highlighted. Helps to update them on the go.
Free plan has good features which helps with client buyin after setting it up and the client trying the setup out before making a purchase.

Support Rating

The support is via message only and not via telephone. If you are patient enough, the message based support works just fine. It helps with the flexibility of raising a ticket post regular office hours. The support staff are pretty well aware of the product features and share the right link of resource which helps us with the specific issue or setup query.

Likelihood to Recommend

It is difficult to beat the simplicity of use and design of Capsule CRM. Add to the fact that they offer the best free plan which is great to sign up our clients with so that they can see how valuable having a CRM is. Getting newbies to use CRM with ease helps us with our CRM projects and to sign up more clients seamlessly. Hence, it is perfect place to start with for a small business. Based on feedback from clients, who already have some premium apps to manage their sales and work orders, it can get tricky to integrate them with Capsule CRM and hence it's not that favourable in the complex IT solution use case for specific clients. Support is through messages only and it can get a bit frustating if one is in a hurry to get the setup done. It's preferred to take your time and raise support tickets as and when necessary.

The best CRM to start with then scale up with your growing business

Software Version

Overall Satisfaction with Capsule CRM