# Capsule Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is Capsule the right Small Business CRM solution for you? Explore 167 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/124041/Capsule/reviews

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Capsule

4.5 (167)

[View alternatives](https://www.capterra.com/p/124041/Capsule/alternatives/)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated March 13th, 2026

# Reviews of Capsule

Ease of use

4.6

Customer Service

4.5

## Pros and Cons in Reviews

RG

Rémy G

COOConsumer Goods, 2 - 10 employeesUsed the software for: Less than 6 months.

“Capsule has a simple and intuitive Dashboard that makes it easy to navigate, create new leads and handle the projects and clients through different pipelines.“

January 14, 2025

ML

Michael L

CEOManagement Consulting, 11 - 50 employeesUsed the software for: More than 2 years.

“They don’t understand the mission critical relationship between logging an activity and a related task generation.“

March 23, 2024

RB

Rhys B

Senior Product ManagerInformation Services, 11 - 50 employeesUsed the software for: More than 2 years.

“It keeps our company organised and provides a bridge between client contact from different departments.“

March 24, 2026

LK

Lou K

OwnerInsurance, 2 - 10 employeesUsed the software for: Less than 6 months.

“The customer support is bad, really bad. Unless you have an IT person in house, don;t get this one. If you have an issue, you can't talk to anyone.“

November 6, 2023

RS

Rebecca S

Product ManagerInformation Technology and Services, 11 - 50 employeesUsed the software for: More than 2 years.

“It makes it really easy to store emails between teams to pick up work while members are away.“

February 24, 2025

Robert J

CEOEducation Management, 2 - 10 employeesUsed the software for: 6-12 months.

“It also is comparatively underpowered in the reports you can generate (even when you upgrade to the higher tiers that have additional reporting functionality).“

August 4, 2022

RB

Rhys B

Senior Product ManagerInformation Services, 11 - 50 employeesUsed the software for: More than 2 years.

“I also like that you can upload a CSV of new oppurtunities.“

March 24, 2026

TN

Thomas N

OwnerInformation Technology and Services, 2 - 10 employeesUsed the software for: 1-2 years.

“We also looked at Hubspot, but it was overly complex for our small business needs.“

June 29, 2022

## Showing most helpful reviews

Showing 1-25 of 167 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

Robert J.  
CEO  
Education Management  
Used the software for: 6-12 months

### "A simple CRM that allowed us to hit the ground running"

August 4, 2022

4.0

Overall I have been pleasantly surprised. I at first thought the system would be too underpowered for what we needed, but it has actually delivered on what we have needed and the simplicity of changing things has allowed us to easily experiment with our processes until we have things right. It has suited our small team very well - and I look forward to seeing how well it scales with us.

Pros

I like the simplicity of the system. It was very quick and easy both to setup (and make changes to) and then to use the system. It has been very easy to train new employees on. The system has some good power around workflows - which have helped us lock down our processes and helped new staff to follow them. It has a good integration with Xero which has saved us a lot of time and has just released an integration into a mail campaign tool (Transpond) which looks to be a nice added bonus.

Cons

The system doesn't have a document generation tool (so you need to generate invoices and quotes in a separate system). It also is comparatively underpowered in the reports you can generate (even when you upgrade to the higher tiers that have additional reporting functionality). You can export full data sets to CSV - so we have built what we needed in Excel, but it would be nice to have it saved as reports and visualisations in the system. There also isn't the flexibility around notifications that I am previously used to (and so we have had to adjust the workflows a little).

Alternatives considered

[Salesforce Starter](https://www.capterra.com/p/227088/Salesforce-Starter/)

Reason for choosing Capsule

The initial price point was cheaper for Capsule (about half the price of Salesforce) - and I and other key staff members of the team had experience of setting up Salesforce and found that there was just a lot more to do before you could start using the system (and another step change of work before you could start using it again).

Review Source

Response from Zestia

August 9, 2022

Hi Robert, Chloe from Capsule here. Thanks for taking the time to write a detailed review - it really helps our team when we receive first-hand feedback. We're so happy to hear that Capsule is helping your business and saving you time in a variety of ways. We've also taken onboard your feedback regarding document generation, reports and notifications. If anything should change on any of those fronts - you'll be the first to know. Regardless, we're very happy that you've been surprised by Capsule and look forward to helping your business scale in the future.

LB

Lombardiga B.  
Electrical Engineer  
Renewables & Environment  
Used the software for: 2+ years

### "My first choice for email marketing."

December 20, 2024

4.0

The product has allowed us to efficiently create professional looking camping and provide reliable insights that enhance our decision making.

Pros

Capsule software allows to efficiently send email campings and track all campaign performance in real-time. Customizability of the software is very high.

Cons

Capsule software excels in most areas I have nothing to dislike.

Switched from

[Moosend](https://www.capterra.com/p/147042/Moosend/)[Apollo.io](https://www.capterra.com/p/158696/Apollo/)

Our previous vendors did not meet our demand qualities.

Review Source

ML

Michael L.  
CEO  
Management Consulting  
Used the software for: 2+ years

### "Could be great but it has a fatal flaw. "

March 23, 2024

3.0

I am hoping that they will fix the above deficiency quickly or we have to change to a different app.

Pros

Simplicity. Price. It appeared to be the right product for the right price.

Cons

They don’t understand the mission critical relationship between logging an activity and a related task generation. It has to be done entirely manually with no auto reminders or follow-ups. It seemed like such a basic requirement that I didn’t even check for it. My bad.

Switched from

[Salesforce Platform](https://www.capterra.com/p/268338/App-Cloud/)

Looking for simplicity and more compliance from marketing team.

Review Source

PR

Peter R.  
Director  
Information Technology and Services  
Used the software for: 2+ years

### "wonderful Software for every business"

November 20, 2020

5.0

The software is simple to use, it has a wide range of tools that you can use. However, the great thing you dont have to use all the features and they are hidden away, so they dont affect your everyday usage. Incredibly for this type of software and all the tools you can access, it is incredibly affordable for personal, small business or large companies. We really love the product

Pros

We have used this software for over five years. We used to use act and were reluctant to move to another provider. We moved because we could use the software on all forms of devices, anywhere in the world. The other great feature is that it is so simple to use, you hardly need any training at all

Cons

Actually we love it, so we dont really have anything negative to say

Switched from

[Act!](https://www.capterra.com/p/175860/Act/)

We wanted to use the cloud and we wanted to use the software on our mobile devices. At the time Act wanted a large investment to do this and secondly the cloud offering was poor. We were recommended Capsule by a telesales lady who worked for us. When we saw the software it blew our minds and we could believe the low monthly charge to use it, so we ran the system alongside Act to see if it was capable of replacing Act. The result we made the switch, saved thousands of pounds on paying for updates and annual service charges. We would highly recommend this product, its excellent

Review Source

Response from Zestia

November 24, 2020

Hi Peter, Chloe from Capsule here. Thanks for reviewing us! We're so happy to hear that Capsule has worked out for you!

RH

REBECCA H.  
Director  
Real Estate  
Used the software for: 6-12 months

### "Capsule Review"

September 24, 2020

5.0

Pros

Very easy to set up Easy and intuitive to use It is flexible enough so that it can be moulded around a requirement or purpose, even if that function isn't immediately obvious. The support staff are great at coming up with solutions and work arounds Support staff are very quick to respond. The close links with Mailchimp and Zapier are great and really easy to merge different systems.

Cons

You can't 'drag and drop' documents from the system to emails. There's no 'pre-opportunity' stage - i.e. no way of registering an interest in a product (linking a client and product or organisation) without it being a formal 'opportunity' - there needs to be a 'pre-opportunity' facility to ease admin in the system. There's no way of retaining a record of a meeting in the calendar. There's no one to stand behind my husband and remind him to record notes in the system! :-)

Alternatives considered

[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)

Reason for choosing Capsule

it worked better for our requirements, customer support was personal and significantly better and the price was better.

Review Source

Response from Zestia

October 16, 2020

Hi Rebecca, Chloe from Capsule here. Thanks for your review - I'll be sure to pass on your feedback to our team. As for the pre-opportunity problem, you could use a Case for that and then you can link that case to an Opportunity if it does move into the pipeline. That way you can have a clear record of it, but it isn't impacting conversion rates or anything like that. You can read more about Cases here: https://capsulecrm.com/support/projects-and-events/understanding-cases/. While you can't see your past tasks in the Calendar, you can go to the task list view and filter for completed tasks. Here you'll be able to see a list of everything that's been completed. While we can't put someone behind your husband and nudge him - you could set up a task for a certain time each day that recurs every week (5 recurring tasks), basically just as a prod to remind him to add notes? I hope that gives you some tips and if you need any extra support you can always reach out to us.

DS

Dave S.  
Research and Product Development  
Professional Training & Coaching  
Used the software for: 2+ years

### "Simple and Functional"

September 7, 2020

5.0

My needs for tracking client opportunities are simple and this CRM does everything I need of it. I mainly use it for recording my meetings and coaching sessions with my clients. This functionality is easy to use and it is easy to search clients later to see what was last talked about.

Pros

It is incredibly easy to set up, very simple to use and I like it's integration with Xero.

Cons

Sending email from the system get stored in dropbox, not ideal if you don't use dropbox

Alternatives considered

[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)

Reason for choosing Capsule

it was the easiest to use and the price point was great.

Review Source

Response from Zestia

September 14, 2020

Hi Dave, Chloe from Capsule here. Thanks for your feedback - we're glad you like the integration with Xero. In terms of the Drop Box I have good news as the Capsule Drop Box is not the same as the file storage service Dropbox.com. The Capsule Drop Box is effectively an email address that you use to BCC or forward your emails to which in turn stores them against the relevant contact in your Capsule account. This is what non-google users use for storing emails. You can learn more about storing emails using the Capsule Mail Drop Box here: https://capsulecrm.com/support/setup-and-configuration/storing-emails/#understanding-the-mail-drop-box. If they are finding that emails aren't being stored on their contacts as expected, could you please email support@capsulecrm.com and we can investigate further.

Peter M.  
Director  
Aviation & Aerospace  
Used the software for: 6-12 months

### "Best CRM I've ever used"

November 4, 2020

5.0

Peace of mind for my business

Pros

Visual presentation of the data, ease of access, monthly subscription, data capture, project tracking, email link capability, mobile access.

Cons

The CRM had no functions that I disliked

Alternatives considered

[Act!](https://www.capterra.com/p/175860/Act/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[SugarCRM](https://www.capterra.com/p/231638/SugarCRM/)

Reason for choosing Capsule

All other products were too complex with difficult to set up daily interactions

Review Source

Response from Zestia

November 10, 2020

Hi Peter, Chloe here from Capsule. Thanks for taking the time out to write a review about Capsule - we're really glad it's helping your business!

VR

Verified Reviewer  
Founder  
Design  
Used the software for: 2+ years

### "Essential tool for the small business owner"

January 3, 2025

5.0

I use this to manage our entire sales process and delivery of all client projects as well. Our team loves it, it's simple to use and nicely designed.

Pros

Keeping track of sales and leads with automated tasks and follow up emails. Revenue forecasting. Detailed metrics for analyzing your sales process. Email templates. User permissions. The calendar view so you can see all team tasks alongside calendar events and deadlines.

Cons

I had to really think to come up with something!

Review Source

GM

Gavin M.  
Director  
Education Management  
Used the software for: 1-2 years

### "Review of Capsule"

January 9, 2025

4.0

Very good and very easy to use. Just for us we needed it to be more specific to our industry.

Pros

Very fast and clean system to work from. Great on mobile devices.

Cons

I think there could be a bit more development on creating bespoke fields more.

Switched from

[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)

Capsule offered more features than Hubspot

Review Source

Response from Zestia

January 13, 2025

Hi there, Thanks so much for your review! It’s great to hear that Capsule has been both simple and clear to use and that you enjoy the experience via your phone, too. I’ve spotted you mentioned the need for bespoke fields - I wonder if our Custom Fields feature would come in handy here! To explain, this feature lets you store any unique information that applies to your records, there are even a few types to choose from (such as Text, List, Number and more). You can read all about them here: https://capsulecrm.com/support/setup-and-configuration/data-enrichment/ Could this help customise Capsule further for your company? Thanks!

RS

Rebecca S.  
Product Manager  
Information Technology and Services  
Used the software for: 2+ years

### "Easy to use and easy to customise"

February 24, 2025

4.0

Very good, easy to use, easy to set up, does almost everything we need.

Pros

It makes it really easy to store emails between teams to pick up work while members are away. Pipeline sales tracking is really useful to keep track of sales prospectives, and we created a pipeline specifically for renewals as well to get a good overall picture of both. Custom tags can be added as well so we can personalise it to our product types.

Cons

The tags make it useful to track specific details about products, but it doesn't seem possible to use these tags when looking at sales forecasting, and splitting revenue by custom tags. This would be a great feature to make the forecasting more interactive and drill down into more detail.

Review Source

VR

Verified Reviewer  
COO  
Consumer Goods  
Used the software for: Less than 6 months

### "A Good Starter CRM"

January 14, 2025

4.0

Pros

Capsule has a simple and intuitive Dashboard that makes it easy to navigate, create new leads and handle the projects and clients through different pipelines.

Cons

In my opinion, capsule lacks essential functionalities like a proper help of AI or deep automations to be considered by many more companies.

Review Source

LC

Linda C.  
Owner  
Management Consulting  
Used the software for: 2+ years

### "Use it daily and recommend it to all my clients"

September 21, 2020

5.0

I recommend Capsule to clients for simple efficiency. Just getting your tasks sorted according to client or project is a huge benefit and Capsule, to me, is much more intuitive than something like Asana

Pros

For me, task and workflow management make life much easier. No more remembering important calls or actions; they just come up in your dashboard. This is especially relevant when you're toggling several clients at the same time.

Cons

The pipeline forecast graph (revenue forecasted per month) never seems to be correct and I've not been able to figure out how to fix it. This area could be more foolproof. Also, I never look at the latest updates on the 'home' screen even though it takes up most of the space. Imo, this could be replaced with relevant data like the pipeline graph. Better yet, make this a customisable widget area so people can choose what would work best for them.

Review Source

Response from Zestia

October 1, 2020

Hi Linda, Chloe from Capsule here. Thanks for writing a review about your experience with Capsule. We're happy to hear the task and workflow management is helping you out. We have been asked about customising the dashboard before so it's on our radar and we will record your interest against this feature request. If you would like some more help with the pipeline forecast could you send us an email at support@capsulecrm.com then we can answer any questions you might have about that there?

Edo M.  
sales representative  
Building Materials  
Used the software for: 6-12 months

### "Finaly a solution for my needs!"

April 13, 2017

5.0

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.

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.

Review Source

BL

Beth L.  
Co-Owner  
Individual & Family Services  
Used the software for: 2+ years

### "Best in Class CRM"

November 26, 2019

5.0

I originally acquired Capsule to keep track of customers, potential customers, task management, and event management for a coaching and education business. I continue to track coaching clients in the software, but now I primarily use it for event and task management for a grassroots nonprofit.

Pros

Capsule is a CRM system that delivers excellent support for a small cost. It is more customizable and has more features and greater ease of use than others in its price range. It was fairly easy to set up, customize, and learn using the provided guides and the responsive customer service team. It easily supports tracking of all actions related to an entity in one place. It has a number of built-in APIs for integration with email marketing tools and other applications. I really appreciate the task tracking, the ability to track potential customers through a customizable sales funnel, and the capacity for creating cases for tracking interactions with related to a particular person, organization, or project. I also like the ease with which I can create my own "tracks" for processes that I often repeat.

Cons

The things I would want in a CRM application that are not present in Capsule are all things for which I would expect to spend more money. For example, if I were to spend more money on a CRM, I would look for one that includes volunteer sign up forms and the ability for donors to manage their own profiles and track their own donations. It is a pretty simple tool, but again, very robust for the price.

Alternatives considered

[Less Annoying CRM](https://www.capterra.com/p/118921/Less-Annoying-CRM/)[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[Insightly](https://www.capterra.com/p/130671/Insightly/)[Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)[Acuity Scheduling](https://www.capterra.com/p/191978/Acuity-Scheduling/)

Reason for choosing Capsule

Best fit for our needs

Review Source

RA

Ricardo A.  
Projects  
Computer & Network Security  
Used the software for: Less than 6 months

### "Capsule has streamlined our business opportunity process "

July 8, 2021

5.0

We use it daily, and we are working fine with Capsule.

Pros

The product is very easy tu use, contacts, organizations, oportunities and case management is intuitive and effective.

Cons

1\. I would like the contacts capture be automated with some data from the contact´s organization. It is not easy to repeat the capture of the address, phone information on each contac, considering that it could be extracted from the contact´s organization. 2. I would like to have an spanish version.

Reason for choosing Capsule

Price, easy to use, mobile app, custom fields, contacts capture from a file.

Review Source

Response from Zestia

July 13, 2021

Hi Ricardo, Chloe from Capsule here. It's great to hear that Capsule has streamlined your business. Unfortunately you can't auto-populate fields based on a contact's organization however you can link a contact and organization if that helps? Also, I'll make a note of the fact that you've asked for a Spanish-language version and add it to our feature requests. Aside from that, we're happy to hear that you're finding Capsule easy to use.

RH

Rebecca H.  
Digital Marketing Manager  
Information Technology and Services  
Used the software for: 2+ years

### "Super helpful! "

May 7, 2021

5.0

Pros

The UI/UX is exactly what we needed! This software brings together our sales and marketing department and shows transparently and where we are in the business - \[SENSITIVE CONTENT HIDDEN\]

Cons

There is nothing that we wish we had or could improve on :-)

Review Source

Response from Zestia

May 18, 2021

Hi Rebecca, Thanks for writing a review - I'll be sure to pass along your positive comments about the UI/UX to our designers.

PM

Philip M.  
Principal  
Management Consulting  
Used the software for: 2+ years

### "This is IT"

August 4, 2023

5.0

I use it and recommend it to my clients.

Pros

If you don't want to hire an assistant but need something to keep you on track then you have come to the right place

Cons

I would like it to work better with Apple.

Reason for choosing Capsule

It seemed to function like SalesForce at a fraction of the cost.

Review Source

VR

Verified Reviewer  
Event Design By Terrain: Operations Manager  
Retail  
Used the software for: 2+ years

### "Been using Capsule for over two years, and it's easy to track leads, clients and tasks per project."

May 28, 2018

5.0

Cost efficient way to keep daily tasks organized.

Pros

The best thing about Capsule is how helpful it is with keeping me organized. We have over 100 clients that I need to keep track of. With each client at a different phase, it could become overwhelming to keep track of all of the details. Capsule helps me stay on top of everything

Cons

Tracking emails is a little cumbersome. I BCC a capsule email address associated with a project. When a client replies to that email the BCC is not copied, so that email does not get tracked. I could copy the email address, but that is not something I want the client to see,

Review Source

AH

April H.  
Weddings Sales  
Hospitality  
Used the software for: 1-2 years

### "Lacked Calendar tool needed for us to be effective"

May 5, 2022

3.0

It was an adequate tool but didn't fulfill enough of our needs for us to continue using the software.

Pros

I found the software easy to use and fairly intuitive for the everyday user. It managed leads adequately and allowed me to find my information easily.

Cons

We needed a tool that would allow us to easily track booked events on a calendar and see trends of inquiries for specific dates. Capsule lacked an effective calendar tool to help us manage leads by date which made it ineffectual for us.

Review Source

Response from Zestia

May 16, 2022

Hi there April, Chloe from Capsule here. We're glad you found Capsule easy to use and helped you manage leads well. We're sorry to hear that in this case Capsule didn't quite fit your needs - thanks for giving us a try!

LH

Lizzie H.  
CEO  
Non-Profit Organization Management  
Used the software for: 2+ years

### "The views of a small business technophob"

October 14, 2020

4.0

It is our company database so we use it many times a day. The experience has been good but I'd say that the fact it is reassuring basic will in the long term be an issue.

Pros

Capsule is very easy to use and for someone who hates complex tech it is reassuring straightforward

Cons

We haven't integrated the software with our other systems so we are probably missing a trick. What I like least is the fact that I do have to somethings twice. I probably need some coaching!

Review Source

Response from Zestia

November 3, 2020

Hi Lizzie, Chloe here from Capsule. Thanks for taking the time to write a review. We're glad you're finding Capsule easy to use. Should you ever need help with integrations or to make sure you're getting the most of Capsule you can always read our support docs here: https://capsulecrm.com/support/ and don't hesitate to get in touch!

VR

Verified Reviewer  
Managing Partner  
Computer Software  
Used the software for: 2+ years

### "OK CRM for the Price "

December 21, 2017

3.0

I have to have a CRM in place for my company to keep clients tasks organized. We manage hundreds of clients daily.

Pros

Capsule has basic functionality. I have a list of my Contacts, I can create tasks, make tags, and create pipelines. It allows me to upload documents and manage the team's tasks under me.

Cons

I can only upload one document at a time which is annoying. The automatic email BCC doesn't work for me to record in my notes so I always have to copy and paste.

Review Source

MA

Melanie A.  
Business Development Manager  
Plastics  
Used the software for: 2+ years

### "Efficiency of the CRM "

January 4, 2023

4.0

Very beneficial for leads and following them up.

Pros

Ease of use and efficiency. Mainly use for sales enquiry follow ups.

Cons

Not being able to delete a contact once they had left the company

Review Source

Response from Zestia

February 28, 2023

Hi Melanie, Chloe from Capsule here. Thanks for taking the time to write a review - we really appreciate that. We're so pleased to hear that you find Capsule easy to use and efficient. As for deleting contacts - if you delete the contact then the data recorded on that contact will be lost. Rather than deleting the contact you could add an 'Archived' tag to it. This way you can easily filter out archived contacts from your list. I hope that helps and we're glad you're seeing benefits from using Capsule in your sales process.

CR

Christopher R.  
CEO  
Marketing and Advertising  
Used the software for: 2+ years

### "Capsule is the most efficient CRM available"

January 22, 2021

5.0

I use 17+ systems (one for each client) and it makes it so easy to track progress

Pros

Ease of use in tracking conversations, email and contacts

Cons

There are no cons to this software that I have identified

Switched from

[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)

Ease of use

Review Source

Response from Zestia

January 27, 2021

Hi Christopher, Chloe here from Capsule. Thanks for taking the time to write a review. We're happy to hear that Capsule is helping you to track your contacts and conversations easily.

GM

Graham M.  
M.D.  
Education Management  
Used the software for: 1-2 years

### "Why I Acquired Capsule"

June 6, 2022

5.0

My management of clients has improved dramatically.

Pros

CAPSULE is extremely easy to use and is built for users, not programmers. Developing one's knowledge and understanding developes in easy steps and is well supported by superb documentation

Cons

I have not come across any to date, including webcam training , on line documentation

Reason for choosing Capsule

Others were either too big and/or too complex and support training was poor

Review Source

Response from Zestia

June 9, 2022

Hi there Graham, Chloe from Capsule here. It's great to hear that you have found Capsule really easy to use and when you've needed to use them, the support documents have helped you out.

MP

Mauro P.  
Managing Directoe  
Information Technology and Services  
Used the software for: 2+ years

### "An "Honest and Basic" CRM for sme"

December 8, 2016

4.0

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

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

Review Source

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