# Page 2 | Capsule Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 2 - Is Capsule the right Lead Management 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)

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

# Page 2 - Reviews of Capsule

## Showing most helpful reviews

Showing 26-50 of 167 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

AS

Abhilash S.  
Accountant  
Textiles  
Used the software for: 1-2 years

### "Capsule Is a Consistent CRM Solution"

May 13, 2024

5.0

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

Jeff L.  
Owner  
Printing  
Used the software for: 2+ years

### "One of the applications I run my business on"

July 21, 2022

5.0

This is one of three applications that I am in daily. I couldn’t have grown my business without it.

Pros

I like how you can have separate contacts, organizations, and opportunities but that you can connect them all. Unlike some contact management tools, this gives you a ton of flexibility in tracking interactions and todos.

Cons

I wish there were a way to attach the same individual to multiple organizations. There is a workaround by embedding a URL in the info for each entity, but it would be nice to be able to see an individual and separate out the different communications based on the organization they are involved with.

Review Source

Response from Zestia

August 9, 2022

Hi there Jeff, Chloe from Capsule here. Thanks for taking the time to write a review - we really appreciate it. We're so glad to hear Capsule gives you the flexibility you need to track tasks and interactions. We're sorry we don't have better news on attaching the same individual to multiple organisations but we're happy to hear that it's helped you grow your business anyway.

Kenneth B.  
Owner, Photographer  
Media Production  
Used the software for: Less than 6 months

### "Capsule CRM"

May 27, 2021

4.0

Pros

It's dead simple to track leads and interactions with leads.

Cons

I just wish it was a couple clicks easier to get the dropbox email to work more smoothly (not the file sharing software, but the inbox that sorts your inbound mail into appropriate opportunities and cases). It's sometimes easy to forget to BCC the opportunity to track the next message.

Review Source

Response from Zestia

June 8, 2021

Hi Kenneth, Chloe from Capsule here. Many thanks for taking the time out to write a review about Capsule. We're really happy to hear that you find it easy to track leads and communication with those leads through Capsule.

SS

Sheron S.  
Health Insurance Broker  
Insurance  
Used the software for: 2+ years

### "Great Easy To Use Affordable CRM"

November 23, 2020

5.0

I have been using Capsue since 2017 and to date I have had no issues with the software even it was updated.

Pros

Easy to use. Price. Date Stamp. Search by name, keyword or phone number. You can up load documents to a specific contact. You can separate contacts using tags. Notes easy to edit. Beginner friendly. Generous Free account. It has an app that syncs perfectly with the online account.

Cons

So far the online has everything I need. I have no complaints. The app could add search by phone number. It would help when a client calls I could search the phone number and address them by name if they are found in my CRM the same way I do when working from my lap top from home

Review Source

Response from Zestia

December 15, 2020

Hi Sheron, Chloe from Capsule here. Thanks for taking the time to write a review about Capsule. We're glad to hear you're finding Capsule easy to use and love its features. You might be happy to hear that you can search phone numbers in the app. You can find out more about that here: https://capsulecrm.com/support/mobile-apps/capsule-mobile-app/#how-to-use-contacts-in-the-mobile-app. Also, if you have an iPhone we do have CallerID in the app. The Caller ID feature will display your Contact's name so you'll never need to guess who is on the other end of the incoming call - you can find out more information about Caller ID here https://capsulecrm.com/support/mobile-apps/capsule-mobile-app/#caller-id. I hope that help you out.

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.

JJ

Jesse J.  
Business Owner  
Online Media  
Used the software for: 6-12 months

### "Capsule is simple to use and just the right number of features"

December 16, 2021

5.0

I've been using Capsule for several months and I am very happy. Occasionally I try other apps just to see, but none of them are as easy to use. Capsule feels like a gem of a CRM in a field crowded with lots of apps. If you need reminders of who to follow up with and when, Capsule does that really well—and can grow with you as you grow. Next year I'll likely need to upgrade from the free level, and I'll gladly do so.

Pros

As a service provider I have a lot of contacts to track. I tried several CRMs (Hubspot, Monday, etc) but none were as simple to use as Capsule. I had basic needs: track new contacts and set reminders to follow up. While other apps had those features alongside dozens of other tools, Capsule made it very easy to start tracking and reminding right away. And that's on a free level! The Gmail extension works really well and makes adding tasks quick and easy.

Cons

If I was nitpicky, I'd say maybe a more modern design. But it's not strictly utilitarian, and it's simplicity makes it easy to do what I need.

Alternatives considered

[Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)[Brevo](https://www.capterra.com/p/132996/brevo/)[monday.com](https://www.capterra.com/p/147657/monday-com/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)

Reason for choosing Capsule

Other CRMs were pretty complicated for what I needed. I first tried Hubspot, but I was lost in all the features. All I needed to do was set reminders to follow up with people. While the other CRMs do that, it felt like I had to swim through a dozen other features to get there. I was able to start using Capsule immediately and knew exactly what to do. And with the Gmail extension, it's even simpler.

Review Source

Response from Zestia

January 11, 2022

Hi Jesse, Chloe here from Capsule. Thanks for taking the time to write a review - that's really going to help other people considering Capsule. We're happy to hear that you're finding Capsule so easy to use, especially compared to alternatives you considered and that it's helping you to do what you need to.

BB

Ben B.  
Owner  
Leisure, Travel & Tourism  
Used the software for: I used a free trial

### "Day #1 of the evaluation"

September 13, 2023

4.0

Pros

DAY #1 - yes, I know, I know its early days but after using a high-powered corporate CRM for 20 years I find Capsules underlying principles of operations intuitive , and easy to understand. I accept there is much to do to get me back up and running in my small business but I'm really confident after my painful transition from a large US corporate CRM that it wont be as painless and frustrating. Also let me highlight an outstanding feature of Capsule. Hardware, software, R&D catchup, and leapfrog etc is the nature of the industry. But what my intuition tells me after a long time in the game what will set this company apart (and I've seen many over the years: good and abysmal) is the quality and calibre of the support. The support team wants me to succeed! :) and that gives me a lot of energy. I have spent 40 years in the IT game and to get a support response from halfway round the world in 4 hrs gives me great confidence. I will report back again year!

Cons

I will report back in the next 6 months to give an update.

Switched from

[Maximizer CRM](https://www.capterra.com/p/154610/Maximizer-CRM/)

I asked ahead of time to send me an invoice for the next 12 months. The toing and froing in trying to sort out a simple invoice was very frustrating. 4 weeks it took until today when I finally received it and all this time despite my protestations, they had me locked out. this was the final straw: enough. So, I goggled, and Capsule came up third or fourth on page one. i logged in saw the freshness of the presentation and decided on a trial. I made a decision after wandering around the site. and yes two things jumped out. the ability to pay monthly and the cost. those were the clincher and after being a loyal customer for 20 odd years. hence my sensitivity to support.

Review Source

BB

Bill B.  
Owner  
Information Technology and Services  
Used the software for: 2+ years

### "Quick to set up and start getting results"

September 14, 2018

5.0

I've used Capsule for several years, as both a free and paid subscriber. It fits like a glove. Does what I need, doesn't force me into a different way of working, has been reliable (if it's ever been down, it wasn't any time I accessed it.) The company is actively developing it. I have used at least a dozen small-business CRM systems. Capsule is like my favorite pair of jeans -- it fits, never gets in the way, and makes me look good!

Pros

Capsule is a good fit for my business. I'm a sole prop. consultant. I need to stay on top of my relationships with each customer to exceed their expectations. With Capsule on my laptop and phone, I can refer to past interactions and update with new ones in real time. With Capsule, I can create my own custom "tracks", action step lists to follow for any process in my sales or support functions. I can create my own custom fields and color-coded tags. There are a good number of integrations with other web apps, you just have to see if yours is on the list. I use it with Harvest for time recording and Xero accounting. They also offer a good API. It took me an evening to write a script to copy every action logged in Harvest into the customer notes in Capsule. I have no use for the team collaborative aspects of Capsule so can't comment on them.

Cons

The only complaint I have is a minor one - I liked the calendar task view better before the recent update. Now I can't see all my tasks for the month at once, it truncates after 3 or 4 on any given date, and hides the rest. I can still view all the tasks for a day by clicking on it, but it's a slower way to reorganize on a grand scale.

Review Source

CB

Christian B.  
Principal - Business Owner  
Photography  
Used the software for: 6-12 months

### "Near perfect balance of capability and useability"

January 5, 2023

5.0

It has been up and useable every day that I use it, which on most business days is everyday. I came from the corporate world where I was an executive sponsor of bringing in SalesForce to a large organization. I looked at Sales Force basics immediately starting my own business and it was way to cumbersome for a startup that at most will have 4-6 employees.

Pros

One of the best features is the capsule daily reminder email that comes to me every morning with whom I need to take next actions with. Of course, this requires me to be an active user of tasks, which i have always been, but it allows me to do that all in the CRM and not have followups in Outlook or Gmail . The other aspect is the seamless updating whether I do it on my iphone based app or desktop

Cons

I use Outlook 365 desktop and having the full HTML and attachment ability is better than the email integration of Capsule. Either Capsule should go right to my Outlook 365 when I start an email

Review Source

Response from Zestia

February 28, 2023

Hi Christian, Thanks for writing a review - it's great to hear how much you like Capsule and specifically the task reminder emails. If you would prefer to send emails from Outlook directly you might be best disconnecting your mailbox. Then, when you click on an email address we will open a compose window using your default email client instead - which you can set to be Outlook. If you'd like more help with this our support team will be more than happy to help just email support@capsulecrm.com.

Ilia T.  
Business Development Manager  
Information Technology and Services  
Used the software for: 1-2 years

### "Pretty good."

February 10, 2021

5.0

Overall experience was positive. It's a solution that I recommend to people.

Pros

What initially attracted us to this CRM was its cost effectiveness. I was impressed by how easy it was to deploy and run. The mobile app was pretty solid, easy to use and probably better or on par with some of the other (more expensive) CRM apps I've used. ~Capsule also had a decent project management function.

Cons

I think we had some trouble when trying to connect to Mail Chimp. From memory it took a long time to get it right.

Alternatives considered

[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)

Review Source

Response from Zestia

February 16, 2021

Hi Ilia, Chloe here from Capsule. Thanks for taking the time to write a review. We're happy to hear that you found Capsule easy to deploy and are enjoying using the mobile app. If you ever need any help for example setting up integrations then don't hesitate to reach out to us at support@capsulecrm.com.

Reuben S.  
Solutions Expert  
Information Technology and Services  
Used the software for: 2+ years

### "Bang-for-buck the best CRM for Xero"

April 26, 2017

4.0

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

Review Source

Eduardo Joel M.  
Account Manager  
Marketing and Advertising  
Used the software for: 2+ years

### "The best CRM money can buy"

November 1, 2021

4.0

excellent, anyone can use capsule and not just the super techies

Pros

The client management, and the ability to keep things easy to use and not over complicate day to day activities

Cons

The search bar feature could be improved as search key words rather than phrases

Review Source

Response from Zestia

November 23, 2021

Hi Eduardo Joel, Chloe from Capsule here. Thanks for taking the time to write a review. Also, thanks for submitting your feedback regarding the search bar - I'll be sure to add your name against this as a feature request. Above all though, we're so glad to hear that you're finding Capsule easy to use.

DE

Dolan E.  
Sales Director  
Wholesale  
Used the software for: 1-2 years

### "Capsule Feedback"

April 6, 2021

4.0

Not a bad system for the price we are paying.

Pros

Fairly easy to use along with the cheap cost

Cons

The integration with Quickbooks is not the best to be honest. We have had to disable the interaction as it was changing the records we had originally set up in Quickbooks. Also was not a simple click of a button to see the previous sales, you have to continuously sign into quickbooks when you want to see records, a bit pointless really.

Review Source

Response from Zestia

April 13, 2021

Hi Dolan, Chloe from Capsule here. Thanks for taking the time to write a review. We're glad you're finding Capsule easy to use and good value for money. Sorry to hear that our QuickBooks integration isn't quite what you expected. When setting up the integration any information in Capsule and QuickBooks should match otherwise Capsule would overwrite any differences. After that, the integration will push any changes in Capsule to QuickBooks as it treats Capsule as the source of truth so it's best to always make changes in Capsule. As long as you are logged into QuickBooks the link to open in QuickBooks will work. This is so that Capsule users who aren't QuickBooks users can't click through and access all the data in your QuickBooks account. If you'd like any more help or support with QuickBooks or Capsule in general our support team are always happy to help. You can reach them at support@capsulecrm.com.

VR

Verified Reviewer  
MD  
Utilities  
Used the software for: 2+ years

### "Perfect CRM Tool"

January 4, 2022

5.0

Capsule are a great company to deal with. They will come back to you very quickly will always go that extra mile to help you use the software and are genuinely nice people to deal with

Pros

This software is easy to set-up and use and will aid your business and its professionalism.

Cons

We love this product and have no negatives about it ease of use or all round compatibility.

Review Source

Response from Zestia

January 11, 2022

Hi there, Chloe from Capsule here. Thanks for taking time out of your day to write a review. We're happy to hear that you find Capsule easy to use and get started with. I'll certainly share your kind comments about Capsule with the rest of the team.

PK

Prathamesh K.  
Managing Principal  
Architecture & Planning  
Used the software for: Less than 6 months

### "A complete CRM with Easy to Use and Simplicity."

April 9, 2021

5.0

For an Architectural Firm like ours, it is minimalist and not complicated. Workflow is natural and well organized. Fun to work on. It gives a clear big as well as a micro picture of the overall business development efforts.

Pros

The ability to plan & track activity for contacts is what attracted me to Capsule CRM. The feature to add Tracks to Leads is a winner! It's clean and clutter-free. It is easy to use and not overwhelming.

Cons

The dashboard can show more reports. The activity of Pipeline Track should show up on Dashboard. Should be able to add notes to the reason for Won or Lost Leads.

Review Source

Response from Zestia

April 28, 2021

Hi Prathamesh, Thanks so much for writing a review. We're so glad you're finding Capsule easy-to use. It's always our aim to give our customers a great user experience without compromising on features. As for the dashboard - you're not the first one to ask for more customisation there, so what I've done is added your name against this feature request so if we do develop this we'll let you know. While you can't add notes directly against a won or lost reason you still can add notes to the opportunity if you want to record more details and once the opportunity is closed you can still add tasks for example if you wanted to follow up again at a later date. I know it's not exactly what you were asking for but it could still help to record extra tasks/notes. I hope that helps you out and once again thanks for taking the time to share feedback.

AV

Arlène V.  
Health Care Consultant  
Health, Wellness and Fitness  
Used the software for: 1-2 years

### "A simple but powerful CRM platform"

August 14, 2021

4.0

Pros

The one thing I like the most about Capsule is its simplicity. It might not have all the "bells and whistles" that other CRM platforms have but it does its job. The sales pipeline, for example, it is very good because it is intuitive and gives you the key information you need for lead generation and sales – including clear analytics that show you how things have been going. Another thing I am a fan of are Capsule's tasks and their automation. Simply lay out a process and break it into steps, or tasks, and have each one become active once the task that came before has been completed. For me, a mobile app is something I always look at when picking up a tool, so it was great to see that Capsule does have one, which means that I can work even when I am not at my computer.

Cons

While Capsule has a free plan, it comes with a contacts limit that you are likely going to hit in a few months. This may not seem like a problem when you are getting started but it may turn out to be a bit of an issue if you decide to opt for a different CRM solution and need to migrate everything from Capsule. Also, keep in mind that Capsule might not have some features you may want a CRM to have so I would suggest looking at its features list carefully before signing up.

Review Source

Response from Zestia

August 24, 2021

Hi Arlene, Thanks for writing a review about Capsule. We really love hearing how our customers appreciate how simple and intuitive it is to use. I'll be sure to let the team know the mobile app and the tasks features are really useful to you!

PB

Paula B.  
Business Development Manager Groups  
Automotive  
Used the software for: 2+ years

### "Easy to use and great for quote tracking"

October 2, 2020

5.0

Excellent thank you

Pros

I find Capsule really easy to use and manage all my quotes, leads and follow-ups on it. I like that you can have custom fields too, helps for tracking. I have used the system for the last 5 years.

Cons

I don't understand what the cases are??

Review Source

Response from Zestia

November 3, 2020

Hi Paula, Chloe from Capsule here. Thanks for writing a review - we really appreciate it. It's always nice to hear that Capsule is easy to use and is helping people to manage leads. In a nutshell a Case is a storage area or folder where you can keep everything related to a particular project or event that you're working on holding all the relevant information, tasks and history in a common place. Cases are one of the most versatile features within Capsule, giving you flexibility to set up different processes and workflows and store a wide variety of information. A Case gives you easy access to share everything you need for your day to day work rather than storing it across several systems (and filing cabinets). Our support docs feature quite a comprehensive guide to Cases which might help you figure out if they would be suitable for you to use. You can find that here: https://capsulecrm.com/support/projects-and-events/. Do you think these could work for you?

JR

Jonathan R.  
Director  
Media Production  
Used the software for: 6-12 months

### "Easy to use, keeps my lead tracking process organised"

February 14, 2023

5.0

It's positive - solves a problem, makes my life easier so it's a thumbs up from me.

Pros

I love that it's easy to use, keeps my lead tracking process organised. No complicated features. I set reminders and track everyone I have contacted. I can access all features really easily and it just makes my sales and marketing manageable - without additional functions I won't use or need.

Cons

When I import a CSV file - I need to format it slightly for it to identify all the columns - just an extra step which is a bit of a pain but not a biggy.

Alternatives considered

[HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/)[Mailchimp](https://www.capterra.com/p/110228/MailChimp/)

Reason for choosing Capsule

Does exactly what I want without the other stuff that make CSMs so more complicated and heavy

Review Source

Response from Zestia

February 28, 2023

Hi Jonathan, Thanks for taking the time to write a review- we really appreciate that. We're glad to hear that Capsule is keeping you organised and you're easily able to manage your sales and marketing using it. As for the import process are you having to change the format from ; to , separation? We're always looking at ways to improve this process and would love to hear more specific details. If you could email support@capsulecrm.com then our team can help you out.

VR

Verified Reviewer  
Sales and Marketing Manager  
Computer Software  
Used the software for: 6-12 months

### "Features and Format Lacking, Good for the Basics"

September 7, 2018

3.0

Overall, Capsule seems middle-of-the-road. It's been useful as a database to keep our pipeline and outreach organized at a base level but hasn't impressed beyond that.

Pros

The ability to export to Mailchimp has been very useful, it allows us to immediately update lists without having to go through multiple extra steps.

Cons

Certain features I'm used to in a CRM are missing. The only way to correlate multiple organizations (as a subsidiary or similar case) is to make a note of it in the organization description and that doesn't link through. You're also unable to categorize a contact under multiple organizations, so you need to create a new person with the same name if you want to put them under more than one company. It would also be nice to have a better search and reporting function. The only things you can search for are the person, organization, case, and note content, so every other bit of information you'd like to search for and compile must be placed as a tag, which gets clunky and disorganized easily. There is some sales pipeline reporting, but the options are not as robust as other CRM systems I've used in the past.

Review Source

TN

Thomas N.  
Owner  
Information Technology and Services  
Used the software for: 1-2 years

### "Capsule CRM - great product"

June 29, 2022

5.0

The ability to track your sales pipeline and customize the stages and categories has been the most valuable part.

Pros

Capsule CRM is great for a small business CRM. We use it primarily for contact management and sales pipeline tracking. We love the Outlook integration so that it stores your email activity. Also, the ability to customize your own categories for contacts, customers and the stages of your sales cycle -- all of this is great.

Cons

I don't really use the calendar feature, but that's not to say it wouldn't be useful if someone wanted that option. I think the only potential drawback some may have is that Hubspot has their free version, which has some similar functionality to Capsule CRM. However, what is GREAT about Capsule is its simplicity. We also looked at Hubspot, but it was overly complex for our small business needs.

Reason for choosing Capsule

Its simplicity, easy user experience and the ability to customize categories for contacts, customers and sales pipeline.

Review Source

Response from Zestia

July 15, 2022

Hi Thomas, Chloe from Capsule here. Thanks for taking the time to write a review. We're so glad to hear that Capsule suits your needs and is helping you to manage your sales efficiently.

DW

David W.  
Director  
Professional Training & Coaching  
Used the software for: 1-2 years

### "Quick and useful to get ourselves organised but the limitations are starting to show"

November 26, 2019

4.0

It's our 2nd management tool - the first one was overly complicated and this is quite simple The Dropbox solution is a bit of a fudge but it works most of the time. The tasks system and visual customisation leave a lot to be desired.

Pros

It's fast and simple, a young British company. which we wanted to support. Its online and accessible on an app It does a lot of what we originally needed

Cons

The tasks and the layout - lack of customisation - colours or icons - fields can be hard to identify at a glance. Starts to get expensive with more users - if I could role out viewing to my whole team (no input) it would be handy - but i can't justify £300 a month We no longer use the sales side - that didn't really work for our company - now just use the contacts, tasks, recording of data

Reason for choosing Capsule

We wanted simplicity and it met out needs initially - we still use it but it's almost too simple and we would love to see more innovation and features which we could use.

Switched from

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

Because Act was expensive with upgrades and support - difficult to manage and implement over the web and had issues we couldn't resolve easily

Review Source

VR

Verified Reviewer  
Office Administrator  
Non-Profit Organization Management  
Used the software for: 6-12 months

### "Relatively Robust, and Affordable!"

May 3, 2019

5.0

For our small business (5-10 team members), Capsule provides us with one location to input all of our data. We can track contacts, organizations, and opportunities, as well as opportunity stages and milestones, while customizing categories and notes for all of it. It is incomparably more affordable than any of the other CRMs I've used.

Pros

Capsule serves all its purposes very satisfactorily. It doesn't have very many bells and whistles, or email campaign options like other CRM databases, but it is very useful for logging contact information, making notes, generating tasks, and running reports. You can categorize contacts by organization, people, and deal opportunities, and also by customized tags and custom fields.

Cons

Very few things to dislike. The only way to export contacts with notes is to export the entire database into Excel and sort from there; there is no option within the database's reporting capabilities to generate the notes for specific contacts. Capsule also does not have email campaign capabilities or drip campaign options, but those are high-price items that only come with the big CRM monsters.

Review Source

VR

Verified Reviewer  
Director  
Management Consulting  
Used the software for: 1-2 years

### "Simple but limited CRM"

July 9, 2023

3.0

Was the first standalone CRM system we used, but due to fairly basic functionality we decided to keep it as a back up and switch to a different primary system (which has turned out to be better but still a bit lacking for the needs of a small consultancy)

Pros

It is quite easy to use and get up to speed with the core functionality of the CRM (e.g., adding new contacts, recording activities, etc.)

Cons

The functionality is limited, which meant that for most use cases we used some kind of a work around to make it work for consulting.

Review Source

AC

Angela C.  
Admin  
Architecture & Planning  
Used the software for: 6-12 months

### "Review"

February 11, 2021

4.0

It has helped us stream line and keep great work flow.

Pros

What I like most is keeping notes and tracking all phone calls and customer interaction with ease to follow up.

Cons

Possibly a way to add photos to activity log.

Reason for choosing Capsule

Capsule was easy to use but functional. Had everything we needed.

Review Source

Response from Zestia

March 2, 2021

Hi Angela, Chloe from Capsule here. Thanks for taking the time to write a review. We really appreciate the feedback we receive. We're really glad that Capsule is helping you to keep track of customer interactions. As for adding photos to the activity log, you can attach files such as photos, pdfs etc. when you are logging the activity. Would this help you out? If you'd like any more help with this please contact our support team at support@capsulecrm.com and we'd be happy to help you out.

KP

Kate P.  
Marketing Director  
Mental Health Care  
Used the software for: 1-2 years

### "A Great Organizational Tool!"

March 29, 2021

5.0

Multiple people in our organization are points of contact for a client, so Capsule has helped us to be able to document and share information among our team. It is easy to use, and allows us to capture all of the important information for our clients.

Pros

This software is very easy to use, and we have had great success with using it to communicate internally to better serve our clients. The calendar view for tasks is my favorite to stay on top of everything.

Cons

I would like to see an added feature of being able to pin notes to the top of the home page for a Person/Organization.

Review Source

Response from Zestia

April 13, 2021

Hi Kate, Chloe here from Capsule. Thanks for writing a review. Also, thanks for the suggestion about being able to pin a note - while it's not something we have in our pipeline at the moment, I've recorded it as a feature request. We're happy to hear that you're finding Capsule easy to use and that it's helping you to communicate better as a business. I'll definitely pass on that feedback to the rest of the team too.

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