Who Uses This Software?

Owners of micro to small businesses that want to better organise their business and customer activities. Sales/Marketing Heads/VP's of small to medium sized businesses looking for a sales solution.


Average Ratings

41 Reviews
  • 4.5 / 5
    Overall
  • 4.5 / 5
    Ease of Use
  • 4 / 5
    Customer Service

Product Details

  • Starting Price
    $12.00/month/user
  • Pricing Details
    Free forever accounts. Pro for $12/month per user.
  • Free Version
    Yes
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
  • Support
    Online
    Business Hours

Vendor Details

  • Zestia
  • www.capsulecrm.com/
  • Founded 2009
  • United Kingdom

About Capsule

Capsule is the smart simple online CRM. Build stronger customer relationships, make more sales and save time. Capsule organizes your contact history, emails, notes, tasks to do, calendar and sales pipeline all in one place. You can use Capsule within GMail with our Google Apps gadget. Free forever accounts for up to 2 users. Pro 30 trial accounts available, after $12/Month.


Capsule Features

  • Call Logging
  • Contact Management
  • Customer Support
  • Lead Scoring
  • List Management
  • Marketing Automation
  • Product Catalog
  • Project Management
  • Quotes / Proposals
  • Referral Tracking
  • Sales Pipeline Management
  • Territory Management
  • Activity Tracking
  • Campaign Management
  • Lead Capture
  • Lead Distribution
  • Lead Nurturing
  • Lead Scoring
  • Lead Segmentation
  • Pipeline Management
  • Prospecting Tools
  • Source Tracking
  • Cataloging / Categorization
  • Customer Service Analytics
  • Customer Support Tracking
  • Email Response Control
  • Knowledge Management
  • Live Chat
  • Performance Metrics
  • Search
  • Self Service Portal
  • Competitor Analysis
  • Correlation Analysis
  • Dashboard
  • Dynamic Modeling
  • Exception Reporting
  • Graphical Data Presentation
  • Modeling & Simulation
  • Performance Metrics
  • Sales Trend Analysis
  • Statistical Analysis

Capsule Reviews Recently Reviewed!

I use this daily as a CRM for my small business contacts, and love how quick and easy it is to use.

Nov 07, 2017
4/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I love how easy it is to complete just about any task imaginable. I make a LOT of notes for my customer accounts, and I love how each note can have any number of file attachments to them, but all the attachments for ALL the notes are also kept in a different area. Being able to integrate with my Google Apps account is a BIG plus, as is the ability to have emails I send instantly saved to customer records without me doing anything. Creating custom fields is also a breeze and makes my life a lot easier.

Cons: I really don't like the huge gap between a free account and a professional account. They need to increase storage limits AND create a plan between free and professional price points for smaller businesses. This is what really holds me back from doing more with this software, and keeps me in the market for different software constantly.

Overall: Easy note taking which facilitates better interaction with my clients. I love the central location of all my info and that I can access it on my smart devices too.

Invaluable

Sep 07, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Setting and completing tasks is easy. The link to iCalander is good. Tags are great. The link to Xero is good .

Cons: Cannot print the contact name, address and notes on one report. No sync to Unleashed inventory software.

Overall: Contact management.

It's pretty good but quite complex

Aug 23, 2017
3/5
Overall
2 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: It does so much. This is good for a lot of businesses but for my usage I feel like a lot of the functions I am not interested in get in the way. Which I guess is a negative, but for the businesses who need a CRM tool that does EVERYTHING, this would be a great solution.

Cons: My CRM needs are probably not that big, which means that a lot of the tools get in the way, they don't feel easy or smooth to get to. Lots of click and different screens

Overall: CRM management that works online and on mobile devices!

Great product, easy to use for basic CRM

Jun 30, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Easy to use, basic CRM functions, well-organized system perfect for most small to medium businesses.

Cons: You need to dig inside of the system to find certain features. Other than this, I'm pleased with this software.

Overall: Organizes my work and contacts with ease, but some features are more difficult to find.

Bang-for-buck the best CRM for Xero

Apr 25, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Capsule does everything a CRM should: - All of your organisation and contact information in one place - Heaps of available integrations including MailChimp and Xero - Mobile app for capturing new leads - Customisable opportunity management - Customisable case (ticket) management - Email integration makes tracking email correspondence easy - Custom fields allow you to update your

Cons: Capsule has several weaknesses you should be aware of: - The opportunity management is customisable but fairly basic. Its great if you currently have no visibility of your pipeline, stages, value, probability or timeframes. There are apps out there that do these features better but not with all the other great stuff Capsule can do at the same price point. - Capsule is not a marketing automation tool but will help with your marketing - Capsule is not a sales pipeline tool but will improve your pipeline visibility - Capsule is not an email client - Capsule is not your accounts receivable management tool but will improve your collections

Finaly a solution for my needs!

Apr 13, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Free version is mostly perfect for my needs. Contacts database, contacts history, opportunities creating and following, procedure design and editor, flexibility.

Cons: Free version have a limit to 250 contacts.

Overall: For last few years I had a problem with my comunication with old and new clients. Too many pressure and too much information noise casued a problem of following up possible new clients and opportunities.
My first solution was standard PIM software. Soon I discovered that only part of my problems were solved. Problems that become so evident were following up new opportunities and contacts history. I found some other partial solutions for these problems but was necessary to work, mantain and balance with diferent solutions, multiple insertions of same data and so on. Looking for better solution I got to start with some offline CRM solutions, and I tested several ones. Every program had some part that were interesting to me but neither had all of options that I was looking for. Some prgrams were fantastic but expensive or they needed dedicatd servers. Most of them had so many options that I don't need for my work and can be applied in some other sectors.
Finally, on one webpage that was doing reviews of buisiness software there was a list of several on-line CRM solutions and so I decided to try some of them. As 3rd, or 4th, started with CAPSULE CRM.
Everything that I needed was there: database of contacts, history (well done), opportunities,...Also flexibility for procedures and all sorf of extra activities was there. PERFECT. Mobile apps is must have when You are out of the office.
Today on my computers 2 web pages are always ON during work time: webmail and CAPSULE.

Recommendations to other buyers: Perfect for small teams. Already sugested to some of my business partners that are using it today.

Excellent for bootstrapped budgets

Feb 10, 2017
4/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: The features we needed for our small user base are free, I really hope we can join a paid plan and support this product!

Overall: In these early days, we need a CRM to help us keep track of our interactions with our growing user base. Capsule CRM allows us to easily record customer details via their API and log all emails using the drop box email address. It's a really simple-to-use bit of kit and has helped us achieve our goals. Would recommend!

A solid CRM

Jan 06, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Comments: Capsule is a solid CRM that has great integrations. It's not flashy, but it does the job well. Ideal for tracking customer interactions.

Keep all your contacts in one central place

Jan 04, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
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Comments: When I started looking for software that would help the team work from the same information, Capsule fitted the bill. It took a while to get all my contacts entered, but once I had, the sales team were able to view my notes as well as add their own. It's revolutionized the way we work together.

Pros: Easy to use, great design.

Recommendations to other buyers: If you don't use CRM yet, try this out. The free version is enough for a small business and it will help to keep everyone updated on where things stand in the sales/contact process.

An "Honest and Basic" CRM for sme

Dec 08, 2016
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
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Pros: Easy to use
Nice integration with Socials to retrive people information (pictures)
Some basic easy to use integration with msot popular tools like Mailchimp, Xero, Zendesk
Good the App for iOS

Cons: Limited tools integration
No a really solution to manage sales cycles and tickects

Overall: Capsule is an easy to use CRM with all the "basic" necessary features to manage your customers / prospects and their history
It is the centralized place where you can store all your customers / prospects contacts and manage them.
You need other specialized tools if you want to manage completely the pipeline, the sales cycle, the service tickets
There some good integrations but limited. All the rest should be managed via API

Recommendations to other buyers: More integrations with tools like Campaign Monitor, Atlassian Service Desk, Quickbooks

Great lightweight CRM

Nov 07, 2016
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: Easy to use
Very little Setup
Great integrations

Cons: Not a marketing automation + CRM

Overall: Capsule CRM is a great lightweight CRM which lets you get started straight away. It's simple to set up and a very good CRM when you're first getting started.

It's got great integrations between systems, a hook up to XERO which is very handy to see invoices that are attached to the client.

The other great part is the custom functionality you can build into the system, it takes a little bit of time but its really worth it.

The only thing that stops me from using it now is it's not a marketing automation tool and our business needs a crm+MA in one software.

Recommendations to other buyers: Ready to go out of the box and great for a business starting up

Great CRM for Startups

Nov 07, 2016
3/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Easy to use.

Cons: A few limitations. But they are constantly updating.

Overall: This is a very basic CRM but can be very valuable if you need a program to help you log contacts with potential clients and prospects.

Reduced feature set at reduced price but always reliable

Nov 07, 2016
5/5
Overall
5 / 5
Ease of Use
2 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Price, ease of use, speed

Cons: There are actually a handful of features that I would like but are missing. There are workarounds, however.

Overall: If Salesforce.com overwhelms you, try Capsule. Costs about 5% of salesforce and has 5% of the features, but it probably has all the features you need. Really easy to set up and maintain.

Fantastic & Simple

Nov 03, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: Very simple! Easy to learn.

Cons: Changing some of the fields to be customized would be great! There is a way to add custom fields but it would be nice to edit some of the already existing ones to be able to use our 'lingo' instead.

Overall: We started using Capsule about a year ago and are very pleased with it! Over time we were able to really adjust the softwares capabilities to our business process which has helped to streamline our efficiency. Our employees enjoy how simple and straight forward it is too. The capsule customer service team is always very helpful, quick to answer questions and very friendly. We have also suggested some features we would like to see and they are very receptive of that. It seems as though they are constantly working towards improving!

Stands out from the crowd

Oct 10, 2016
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: It can be tailored to a significant extent
Easy to track relationships and communications
Easy to assign and track tasks
Nice light easy to navigate interface

Cons: It's export functionalities and query are somewhat limited

Overall: Having used a number of CRMs, Capsule has stood out as an excellent all round package. The interface is accessible and easy to navigate, whilst the settings are in-depth enough to allow for professional alterations tailored to any particular cause. We are a charity and use it to track our philanthropic relationships, donations and overall workload. One of it's best features is how easy it is to assign and track tasks, and manage multiple shared relationships and communications across a large team. Thanks to Capsule, I know for certain it's helped us to better achieve our goals.

Good tool for planning project pipeline.

Oct 03, 2016
4/5
Overall
4 / 5
Ease of Use
2 / 5
Features & Functionality
3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Integration with xero.
Simple.

Overall: For us this product does a good job of a fairly simple specific task. It tracks our sales pipeline and we use the charts for planning resourcing and capacity. The xero add-on is useful too.

Its good but it can be un-intuitive sometimes

Sep 28, 2016
3/5
Overall
2 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money

Comments: Capsule is the CRM system where I work. It is good, but it is frustrating and could be a lot better. It could be we need to spend more time configuring it, but we have problems of deciding what is a case an opportunity or a lead. It does integrate with a lot of other software we use, so the only reason the company stick with it. Functions like retrieving entries image from LinkedIn never work. If you like the colour orange then capsule is for you, and if you don't, get a different CRM system.

Pros: Integrates with many other applications. Easy to use API

Cons: Bit of an eyesore design unintuitive

Recommendations to other buyers: Shop Around.

Easy to learn product and terrific responses to questions

Aug 08, 2016
5/5
Overall
4 / 5
Ease of Use
4.5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I have administrator rights for the software. I find it extremely easy to use. Teaching other s the basics has been very positive too.

Cons: The only issue I have is with individuals being able to view other people's contacts etc. I would like the ability to have more options with regards to settings.

Recommendations to other buyers: Our reps are terrific with quick responses and are very thorough. When you run into any type of problem they help

So easy to use

Jul 06, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: easy and intuative

Overall: So easy from day one - I train people I mentor on it for small business management of their sales and follow up

Not sure about this one!

May 14, 2016
5/5
Overall
5 / 5
Ease of Use
2 / 5
Customer Support
5 / 5
Value for Money

Comments: I have been trying to use capsule on and off for a few years now. Unfortunately as I deal direct with the end user I have found capsule quite taxing as it is set up for business to business use! After following their instructions I then ended up with hundreds of duplicate accounts.

Pros: Great value for money

Cons: Not for B2C businesses

Great product!

Feb 04, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Awesome product with the powerful features you need and without the crazy price tag. The UI is clean and easy to use making it easy to get up to speed.

Excellent basic CRM tool

Jan 06, 2016
4/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support
3 / 5
Value for Money

Comments: I have used Capsule for over 5 years and have a database of over 10,000 contacts. It is easy to use, has a clear and attractive interface, s very reliable and has great customer support.

Pros: Very reasonable subscription cost (USD12 per user per month) Good task management system Fast God and easy reporting Easy export, good import Good integration with external programs (I use MailChimp and Xero)

Cons: No HTML on stored emails Very limited boolean filtering on lists

Easy, user-friendly, inexpensive

Nov 08, 2015
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support
4 / 5
Value for Money

Comments: I've been using Capsule CRM in a few different organisations for about 2 years. It far surpasses the extremities of Zoho and Salesforce. The layout is easy on the eyes. It's a very simple system for documenting history against clients whether it be cases, sales opportunities or a timeline of notes.

Pros: Lists of contacts and/or organisations can be generated based on field or tag criteria Data-tagging is a great way to use additional fields within a tag Integration with other systems is seamless Email dropbox is handy for sending notes or copying client correspondence via email Tracks are an absolute life-saver - you can set up tasks in a track to help manage a case or opportunity

Cons: Multiple tasks in tracks can't be allocated to employees

Great system!

Apr 25, 2015
5/5
Overall

Comments: I have been using Capsule CRM in my previous job and we were happy to see how easy to use it was aswell as very compatible with our needs. The system allows an easy overview of customers/clients/contacts and with the integration with e.g Zendesk we were able to support our technical team. If you are a SMB you will find everything you need to run a smooth operation with Capsule. Keep tags with correspondance, pipeline, tasks etc.

Pros: Easy to use Nice design Very good customer support Great overview Nice integrations

Purchased this as a tool for my company

Apr 03, 2015
5/5
Overall
4.5 / 5
Ease of Use
4 / 5
Features & Functionality
4.5 / 5
Customer Support
Likelihood to Recommend: 9.0/10 Not
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Pros: My Client Managers were really struggling with the ability to get their work done quickly and efficiently; collaboration was a real issue as well. Excel spreadsheets, though useful, had outlived their utility.

Cons: The full functionality of other CRMs isn't present, but we don't really need it right now.

Recommendations to other buyers: Research well before pulling the plug; we have an awesome team member that made the decision easy for us.

Capsule: Simple But Powerful

Mar 19, 2015
5/5
Overall
5 / 5
Ease of Use
4.5 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: Capsule is flexible, easy to grasp, and fairly straightforward. But if you want to dig deeper and use all the features and strategies, you can absolutely get more out of it. It made the whole concept of a CRM come alive for me. It's also really affordable! Other CRMs are more powerful (and harder to learn) but there's no way our company could've afforded those.

Cons: I wish that they had a way to label an individual as being employed at more than one company, and recording past employers. A more detailed walkthrough of "cases" would be really useful, since that's what people ask me about the most (and don't seem to understand, for whatever reason). Also, it would be amazing if Capsule had tutorial videos on their YouTube channel, like a lot of other CRM companies do. Finally, user permissions would be nice (but not something that is a particularly sore spot--you get what you pay for).

Recommendations to other buyers: Use the support site! It covers pretty much everything you'll ever ask, really well. Capsule is really responsive via email and social media, as well. Use it every day. The sales people weren't really sold on the idea of a CRM and didn't want to use it, and I had to really get on them for a little while (I even deleted the spreadsheets they were using to keep track of their pipeline!). It ended up paying off, because they swear by Capsule now.

Meets the Sales Needs of Small Business

Sep 27, 2012
4/5
Overall
5 / 5
Ease of Use
4 / 5
Customer Support

Pros: Affordable to start with - FREE limited to 250 contacts
Web based - nothing to install
Easy to use and configure - excellent online documentation and support FAQs. Easy UI.
Scalable - affordable you grow
Browser based - works with mobile devices and Windows, Mac or other platform

Cons: None I can see so far.

Overall: Try it. Nothing to lose apart from your time.

CapsuleCRM is social

Feb 29, 2012
5/5
Overall

Comments: The integration with Google Apps is awesome. The GMail gadget let's you add opportunities from within you inbox, attach email to opportunities, manage contacts etc. Installation and configuration of CapsuleCRM is so easy. We compared different CRM systems and we wanted the Facebook / Twitter / LinkedIn information within our database. Capsule does a really good job in synchronizing this information. The mobile version (webbrowser only) is working good on iOS, like a native app, the performance is somewhat slow but it will do for the functionality required. You are using a CRM system for sales and it does an awesome job. The sales pipeline is very helpfull in discussing the status of the salescycles. Reporting could be more. Defining the stages of a salescycle and determing the phase of the salescycle is an awesome feature. The support is very responsive and helpful. Looking at price vs quality and features we still didn't regret choosing CapsuleCRM!

Pros: - social account integration (pictures and latest intell) - gmail gadget!!! - contact sync in Google Contacts - SSO via Google Apps - webapp - ease of use - support - salescycle possibilities

Cons: - performance webapp

Great Small Business CRM

Aug 29, 2011
4/5
Overall

Comments: I really like CapsuleCRM. I've used Salesforce, Zoho, TactileCRM, Goldmine (years ago) and CapsuleCRM is so far the best in the small business market. It has a very easy interface to use, great tagging and list tagging capabilities. Easy to integrate via email or API. The only negative right now is it doesn't have security, any user with access can see everything and do everything. It's fine for small business but if you require security, I don't think you can use CapsuleCRM until they add that feature. Luckily for me our sales team is open so we can use this great tool, I hope they add security soon so we don't have to leave this product when we our sales team expands and we will need more security control.

Pros: The best thing I like about it is the dropbox and being able to leverage email to create notes, opportunities, tasks and the best part is that it auto-creates the customer if they don't exist. Also the pipeline tracking with milestones are great.

Cons: They really need to add access control and security. Right now everything is wide open which is fine for a small business but as a business grows, it will be key to have the security. I hope they add it soon.

Oct 29, 2016
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Oct 07, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
2 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Sep 26, 2016
5/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Jul 31, 2016
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Jun 27, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Apr 09, 2016
4/5
Overall
4 / 5
Ease of Use
4 / 5
Customer Support
4 / 5
Value for Money

Mar 09, 2016
3/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support
3 / 5
Value for Money

Jan 25, 2016
4/5
Overall
5 / 5
Ease of Use
3 / 5
Customer Support
5 / 5
Value for Money

Aug 27, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support
5 / 5
Value for Money

Jul 28, 2015
5/5
Overall
5 / 5
Ease of Use
3 / 5
Customer Support
3 / 5
Value for Money

Jul 24, 2015
5/5
Overall

Jul 23, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support
5 / 5
Value for Money