---
title: "Capsule Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about Capsule Software - reviews, pricing plans, popular comparisons to other Small Business CRM products and more."
source_url: "https://www.capterra.com/p/124041/Capsule/"
page_type: "product"
language: "en"
---

# 

 Capsule Software Review 2026: Features, Integrations, Pros & Cons

Last updated on August 20, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

Capsule

## What is Capsule?

Capsule is an easy-to-use CRM that helps businesses of all sizes stay organized, know more about their customers, build strong relationships and make the most of sales opportunities. Keep your contacts all in one place, manage sales opportunities and create sales. It integrates with popular apps such as Google G Suite, Google Data Studio, MailChimp and Zapier. Free account available for up to 2 users, or paid accounts starting at $18/month.

## What is Capsule used for?

[CRM](https://www.capterra.com/customer-relationship-management-software/)[Small Business CRM](https://www.capterra.com/small-business-crm-software/)[Contact Management](https://www.capterra.com/contact-management-software/)

Top alternative

Featured

Overall rating

Based on 167 user reviews

Reviews sentiment

Positive

92%

Neutral

7%

Negative

1%

Starting price

$21

Per User, Per Month

Free trial  
available

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for Capsule?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.capsulecrm.com/&name=Capsule)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Capsule

4.5 (167)

VS.

[4.5 (4,480)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/)

Starting Price

$21

Per User, Per Month

Starting Price

$20

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.6 (163)

Ease Of Use

4.4 (4,381)

Value For Money

4.6 (140)

Value For Money

4.3 (3,511)

Customer Service

4.5 (122)

Customer Service

4.4 (3,521)

## Capsule alternatives

[4.4 (18,803)](https://www.capterra.com/p/61368/Salesforce/reviews/)

Starting price

$25.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

90%

of reviewers

rated it above 4 stars

[4.3 (6,992)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

Starting price

$14.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

85%

of reviewers

rated it above 4 stars

Highest Rated

[4.7 (742)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/)

Starting price

$7.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

98%

of reviewers

rated it above 4 stars

[4.2 (1,321)](https://www.capterra.com/p/135618/Odoo/reviews/)

Starting price

$31.10

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

83%

of reviewers

rated it above 4 stars

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

## FAQs about Capsule

Overview

### What problems does Capsule solve?

Capsule helps teams eliminate scattered customer records, missed follow-ups, and cumbersome CRM adoption by centralizing contacts, email history, tasks, and sales pipelines in a simple interface. Small businesses, sales teams, account managers, and service-focused staff benefit most from faster setup, easier training, and better visibility into lead progress and daily activity.

Answer based on 85 reviews

Overview

### Which roles and teams benefit most from Capsule?

Capsule is most used by business owners, directors, and C-suite leaders who need a clear view of sales pipelines, customer relationships, and team activity. Business development and account management teams rely on it to track leads, manage follow-ups, and keep client communications organized across growing operations.

Answer based on 153 reviews

Talk to an expert

### More questions?

Ask our experts

Overview

### What company size and industries is Capsule built for?

Capsule is built for small and growing businesses, with 96% of reviewers from small companies and Information Technology and Services leading at 9%. It also fits sales and marketing teams in SMBs, with notable use across Marketing and Advertising and Computer Software, each representing 8% of reviewers.

Answer based on 167 reviews

Features and Usability

### What are the key features of Capsule?

Capsule includes core CRM features like contact management, client records, task management, and sales pipeline tracking. Differentiators include Gmail and Outlook email integration, calendar sync, customizable fields and tags, and mobile access. Reviewers also highlight notes, file attachments, and API-based integrations with tools like Xero and Mailchimp.

Answer based on 41 reviews

Pricing

### How much does it cost and what fees or limitations are included?

Capsule starts with a free plan for up to 2 users and 250 contacts, plus a free trial. Paid plans start at $21/user/month for Starter, then Growth at 38, Advanced at 60, and Ultimate at 75. Reviewers often call it affordable, but several note the free plan’s 250-contact cap and higher costs as teams grow.

Answer based on 40 reviews

Integrations

### Which third-party tools and platforms does Capsule integrate with?

Capsule integrates with Gmail, Xero, Microsoft Outlook, and QuickBooks Online, with reviewers also confirming Mailchimp, Zapier, FreshBooks, and Zendesk. It supports over 100 integrations overall, spanning email, accounting, marketing, scheduling, and ecommerce tools such as ActiveCampaign, Acuity Scheduling, Asana, and BigCommerce.

Answer based on 38 reviews

Getting Started and Support

### What training and onboarding options does Capsule offer?

Capsule provides webinars, documentation, and videos to help teams get started. Webinars support live guided instruction, documentation offers written reference for setup and feature use, and videos provide visual walkthroughs for learning tasks at a self-paced pace.

Answer based on 3 reviews

Getting Started and Support

### What customer support options does Capsule offer, and how do users rate the experience?

Capsule offers email/help desk, FAQ/forum, a knowledge base, and chat. Users often describe support as friendly, helpful, and quick to respond, with guides that ease setup and problem solving. Some reviewers, however, report frustration with email-only issue handling and slower replies that can stretch to a day or more.

Answer based on 17 reviews

Contact management

### How well does Capsule handle contact management?

Capsule keeps customer and prospect records organized with linked contacts, organizations, notes, tasks, and interaction history. Small business teams, consultants, and sales users value the simple layout, mobile access, and Gmail or Google Contacts connections, though some want better duplicate control, richer search, easier company-to-contact linking, and more flexible permissions.

Answer based on 36 reviews

## Features

AI summary

Based on 1,630 Small Business CRM reviews

Capterra reviewers point to these as the top priorities when choosing small business CRM software:

-   **Contact Management** (**51%** of reviewers rated this feature as critical)
-   **Sales Pipeline Management** (**49%**)
-   **Lead Management** (**45%**)

Capsule supports all three features that reviewers rank highest: **Contact Management**, **Sales Pipeline Management**, and **Lead Management**. Together, these capabilities help businesses keep customer details organized, track deals through each stage of the sales process, and manage new prospects more effectively, allowing teams to build stronger relationships and move opportunities forward with more consistency.

Contact Management

4.5 (53)

66.04% of 53 reviewers that rated this feature as important or highly important

Manage, organize, and store contact information

Sales Pipeline Management

4.5 (21)

57.14% of 21 reviewers that rated this feature as important or highly important

Pipeline view and tracking lead status

Email Management

3.6 (20)

40.00% of 20 reviewers that rated this feature as important or highly important

Manage, store and organize emails within the system or via third-party apps

Reporting/Analytics

3.6 (11)

36.36% of 11 reviewers that rated this feature as important or highly important

View and track pertinent metrics to find patterns and gain insights from data

Task Management

4.6 (10)

60.00% of 10 reviewers that rated this feature as important or highly important

Create, manage and track all task activities and progression

Lead Management

4.5 (43)

62.79% of 43 reviewers that rated this feature as important or highly important

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Capsule 109 features

### All Features
- Access Controls/Permissions: Define levels of authorization for access to specific files or systems
- Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
- Activity Tracking: Track and document all activities across devices, networks, and other systems
- Activity/News Feed: Continuous profile-based stream of news and activity
- Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
- API: Application programming interface that allows for integration with other systems/databases
- Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling
- Assignment Management: Assign issues and tasks based on availability or required skills
- Budgeting/Forecasting: Create budgets based on historical data and future projections
- Business Process Automation: Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes
- Business Process Control: Define and maintain business rules that determine workflow capabilities and criteria
- Calendar Management: Track and manage schedules and meetings via an integrated calendar
- Calendar Sync: Synchronize with other calendars to view mutual availability and schedules
- Calendar/Reminder System: Notifications/alerts for upcoming events or tasks
- Call Logging: Collects essential call data such as call origin, call destination, call length, and other transaction details
- Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
- Client Management: Manage contact details and communication with clients
- Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together
- Commenting/Notes: Leave comments and notes on documents for others to view
- Configurable Workflow: Configure existing workflows to meet your organization's needs
- Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc.
- Contact Management: Manage, organize, and store contact information
- CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
- CRM Integration: Integration with third-party CRM systems
- Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc.
- Customer Segmentation: Process of dividing customers into groups based on common characteristics
- Customizable Branding: Add customized logos and colors to align with company branding
- Customizable Fields: Customize data fields to support various needs and use cases
- Customizable Forms: Customize contracts and forms to collect specific information
- Customizable Reports: Alter the layout and content of reports
- Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
- Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics
- Data Import/Export: Import and export data to and from software applications
- Data Synchronization: Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
- Data Visualization: Graphical representation of data
- Deadline Management: Specify or track the date/time a project, task, etc., is due for completion
- Document Management: Store, manage, and track all electronic documents in a centralized location
- Document Storage: Store and organize documents in a centralized system
- Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components
- Email Campaign Management: Plan, execute, and analyze email marketing campaigns
- Email Management: Manage, store and organize emails within the system or via third-party apps
- Email Marketing: Create and send email blasts/campaigns
- Email Templates: Pre-made examples and templates for emails
- Email Tracking: Track delivered, received, and opened emails
- Event Triggered Actions: Predefined actions automatically performed on the occurance of specific events
- File Management: Create, save, and store files
- For iPad Devices: Operate/access software on iPad Devices
- For Real Estate: For realtors, real estate investors, property managers, and other real estate professionals.
- For Small Businesses: Designed for small businesses
- For Startups: Primarily serving startup companies
- Forecasting: Form predictions based on past and present data/trends
- Forms Management: Store, manage and track all forms in a centralized location
- Generative AI: Use AI to generate content in the form of text, images, videos, etc.
- Graphical Data Presentation: Visual representation of data using various graphical elements such as charts, graphs, maps & other visual aids
- Interaction Tracking: Track interaction history by documenting conversations for contacts
- Kanban Board: Visualization tool to organize and optimize tasks and track their status at every stage of workflow
- Lead Capture: Automatically identify and save contact information of potential customers
- Lead Distribution: Route and distribute your leads to third party buyers
- Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process
- Lead Nurturing: Engage with a lead throughout the sales process by actively providing information
- Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors
- Lead Segmentation: Divide leads into buckets based on predefined criteria and routing rules
- List Management: Manage contacts across multiple mailing lists
- Marketing Automation: Automate workflows and trigger campaigns based on customer actions
- Mobile Access: Access software remotely via mobile devices
- Mobile App: Access the system via a mobile application
- Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user
- Multi-Currency: Manage and handle various international currencies
- Multiple Projects: Ability to handle several projects simultaneously
- Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue
- Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
- Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.
- Pipeline Reports: Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals.
- Predictive Analytics: Predict future data based on historical data sets
- Progress Tracking: Reporting on how each user, task or process has advanced since its initiation
- Project Planning/Scheduling: Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints
- Project Tracking: Monitor the progress of projects from start to finish
- Project Workflow: Create, manage, or update project workflows.
- Prospecting Tools: Tools designed to streamline the process of lead generation and management for sales teams
- Quotes/Estimates: Generate quotes or estimates for customers
- Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs
- Referral Tracking: Log and store the source of contacts/leads
- Reminders: Timed notification for any upcoming task, deadline, appointment, or activity
- Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
- Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data
- Reporting/Project Tracking: Track task progress, milestones, delays, or other key information and generate reports on them for evaluation
- Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals
- Sales Activity Management: Define, track, and/or automate sales activities and sales processes
- Sales Forecasting: Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports.
- Sales Pipeline Management: Pipeline view and tracking lead status
- Sales Reports: Reports specific to sales analysis for trends and strategies
- Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.
- Search: Search and/or filter for items using names, keywords, descriptions, tags, metadata, etc.
- Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria
- Segmentation: Group leads or contacts based on their specific characteristics
- Social Media Integration: Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
- Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes
- Task Management: Create, manage and track all task activities and progression
- Task Progress Tracking: Track the status and progress of tasks
- Task Scheduling: Track and manage the scheduling of tasks
- Template Management: Create, save, and re-purpose templates for emails, forms, etc.
- Territory Management: Organize customer data and accounts by user or geography
- Third-Party Integrations: Set up connections to third-party platforms to improve business processes
- To-Do List: A digital list of items that need to be completed
- Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data
- Web Forms: Web form that allows users to enter data that is sent and processed for different reasons
- Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows
- Workflow Configuration: Alter the default workflow to meet your organization's needs
- Workflow Management: Create, design and manage workflows for repetitive tasks

---

Get Advice

We can help you find the software with the features you need.

Features

4.3 (152)

4.3

Based on 152 reviews

## Pricing

Value for money

4.6 (140)

Free Trial

Free Version

[View pricing plan details](https://www.capterra.com/p/124041/Capsule/pricing/)

Starter

$21.00

Per User,Per Month

It includes:

-   30,000 Contacts
-   10 GB/Account
-   1 Sales Pipeline
-   1 Shared Mailbox
-   50 Custom Fields
-   5 Email Templates
-   1 Project Board

Growth

$38.00

Per User,Per Month

It includes:

-   60,000 Contacts
-   20 GB/Account
-   5 Sales Pipelines
-   5 Project Boards
-   150 Custom Fields
-   50 Email Templates
-   Track Customer Milestones

Advanced

$60.00

Per User,Per Month

It includes:

-   120,000 Contacts
-   50 Sales Pipelines
-   20GB/User
-   50 Project Boards
-   300 Custom Fields
-   500 Email Templates
-   5 Shared Mailboxes

Ultimate

$75.00

Per User,Per Month

It includes:

-   240,000 Contacts
-   50GB/User
-   100 Sales Pipelines
-   100 Project Boards
-   Unlimited Custom Fields
-   1000 Email Templates
-   Implementation Support
-   Import Assistance
-   10 Shared Mailboxes

Value for money

4.6 (140)

4.6

Based on 140 reviews

## Integrations

[

Slack](https://www.capterra.com/p/135003/Slack/)[

Trello](https://www.capterra.com/p/211559/Trello/)[

Mailchimp](https://www.capterra.com/p/110228/MailChimp/)[

Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/)[

WordPress](https://www.capterra.com/p/131687/WordPress/)[

Basecamp](https://www.capterra.com/p/56808/Basecamp/)[

Asana](https://www.capterra.com/p/184581/Asana-PM/)[

Gmail](https://www.capterra.com/p/202338/Gmail/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.5 (122)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.5 (122)

4.5

Based on 122 reviews

## User reviews

Overall rating

4.5

Based on 167 reviews

Filter by rating

5(101)

4(52)

3(12)

2(1)

1(1)

Mentioned topic

Sorted by most recent

AN

Anonymous User

Senior Product Manager

Information Services

### "Still and invaluable tool for Account Management"

4.0

Overall Rating

4.0

4.0

Ease of Use

3.0

3.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

March 24, 2026

It's still a very useful tool which I use daily, it does what it set's out to do in a pretty easy to use way, although sometimes the UI is a bit strange.

Pros

It's great for a number of reasons: keeping track of contacts, creating mailing lists, tracking oppurtunities and renewals, I like how all of these features are in one place and linked to team members.

Cons

I'd have to still say the automatic importing of contacts. With AI, we should now be able to at least suggest companies for new contacts based on email addresses etc..

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

RS

Rebecca S.

Product Manager

Information Technology and Services

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

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

8/10

February 24, 2025

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

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

AN

Anonymous User

COO

Consumer Goods

### "A Good Starter CRM"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

3.0

3.0

Customer Service

5.0

5.0

Likelihood to Recommend

7/10

January 14, 2025

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

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

GM

Gavin M.

Director

Education Management

### "Review of Capsule"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

9/10

January 9, 2025

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

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

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!

AN

Anonymous User

Founder

Design

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

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

January 3, 2025

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

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

LB

Lombardiga B.

Electrical Engineer

Renewables & Environment

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

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

December 20, 2024

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

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

AS

Abhilash S.

Accountant

Textiles

### "Capsule Is a Consistent CRM Solution"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

May 13, 2024

Pros

Capsule has been the best CRM solution for us. Capsule has been so consistent.

Cons

I like how efficient Capsule has been. Capsule is incredible.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

ML

Michael L.

CEO

Management Consulting

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

3.0

Overall Rating

3.0

3.0

Ease of Use

4.0

4.0

Features

2.0

2.0

Customer Service

4.0

4.0

Likelihood to Recommend

0/10

March 23, 2024

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

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

AN

Anonymous User

App Integration Specialist

Computer Software

### "Great starter CRM for SMEs"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

3.0

3.0

Customer Service

4.0

4.0

Likelihood to Recommend

8/10

February 5, 2024

Pros

Really easy to get started with and covers all the core features needed by a contract based company. Nice to have a UK focus.

Cons

Less suited to companies managing recurring agreements eg subscriptions and memberships.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

CW

Caroline W.

Ops Director

Computer Software

### "We drive our business forward with Capsule"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

January 29, 2024

Capsule has become the key driver of business growth for us, and we track everything through it. No exceptions.

Pros

Really simple and intuitive to use. Good organisation, we like it so much we hired someone to run Capsule full-time as the ROI was clear to see.

Cons

To be able to send emails from within capsule, but appearing to arrive from my own email address.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

[View all Reviews](https://www.capterra.com/p/124041/Capsule/reviews/)

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