Neat CRM with a solid feature set
May 02, 2024
Neat CRM with a solid feature set
Score 8 out of 10
Vetted Review
Verified User
Software Version
Professional
Overall Satisfaction with Capsule CRM
We use Capsule CRM to manage our leads for various financial engagements. Capsule allows our team to all be on the same page and ensure that our leads can turn into paying customers. With the new updates for 2024 there is even greater integration with our systems and processes like Google Workspace and Office 365.
- Integration with QuickBooks and Xero accounting
- Security features that enhance email sign in
- Improved Home Page features the provide Sales data
- Better contact importing that makes for better data management
- More AI integration
- Improve the language functions
- More concise Map integration
- Contact /leads entry time has been cut making our team more efficient
- Leads stay in our sales pipeline shorter and turn to paying customers
- Overall customer management tasks cut about 25%
We chose Capsule CRM over Zoho CRM due to the various modules that it would take for Zoho CRM to work for our firm. Additional Zoho modules would have been needed (Zoho CRM and Projects) to make it work for us which in turn requires additional management. With Capsule CRM, there was only one app that needed to be integrated within our app ecosystem.
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