# Page 3 | Capsule Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 3 - 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 3 - Reviews of Capsule

## Showing most helpful reviews

Showing 51-75 of 167 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

MS

Mark S.  
Insight & Healthy Lifestyles Lead  
Sports  
Used the software for: 1-2 years

### "Needed convincing to use Capsule, but no a convert!"

March 22, 2021

5.0

Pros

Honestly, I was sceptical about using Capsule when it first came along. I couldn’t see how tracking tasks or cases could benefit my work. I saw it as another thing I had to do, day to day. I thought the main reason for getting it was to track the relationships, conversations and connections between partners. Since I’ve been using Capsule, I’ve found it really useful for those things. I can check who and what people have been talking to partners about and I can use it to track my own conversations with partners. It’s like creating a story of those relationships. I still don’t use the tasks or cases, but maybe that will come at some point

Cons

As above. In addition, I would like a feature where you can search for a contact and then add them to a list without having to create a task or tag. That would be good.

Review Source

Response from Zestia

April 6, 2021

Hi Mark, Chloe from Capsule here. Thanks for writing a review. We're glad that we've won you over and that you're finding Capsule useful. Also, thanks for your suggestion about searching and adding contacts to lists - I've added you as a +1 for this feature request.

NH

Nicky H.  
Sales and marketing Management  
Wholesale  
Used the software for: 2+ years

### "An excellent tool for the small SME "

January 25, 2022

5.0

We have been using it for over five years and it is invaluable to us as a resource in managing the business.

Pros

Ease of use, especially the mobile app which you can update and access easily when on the move.

Cons

I would like to be able to send emails with attachments from Capsule directly, that is the feature I need the most which is not available.

Review Source

Response from Zestia

February 3, 2022

Hi there Nicky, Thanks for writing a review about Capsule. It's great to hear that you think Capsule is a great tool for SME and is invaluable for your business. Regarding being able to send email with attachments - would you be able to email our support team at support@capsulecrm.com and they'll add that as a feature request against your account?

MLL

Mary Lou L.  
Academic Advisor  
Non-Profit Organization Management  
Used the software for: 2+ years

### "Capsule is Easy to use. "

March 25, 2021

4.0

We use this data base daily, to track many type of entries. The note and task features are very helpful. It is a very detailed data base but very easy to use.

Pros

That it is easy to use, has many fields and ways to enter data. Being able to enter notes is a great help. Ease of finding people or companies in the data base and link people to companies.

Cons

We aren't able to create emails with graphics to send to mass mailing with ease.

Review Source

Response from Zestia

April 6, 2021

Hi Mary Lou, Chloe from Capsule here. I just wanted to thank you for taking the time to write a review about Capsule. We're glad that you're finding it easy to use and that the features are helpful!

GB

Graham B.  
Director  
Marketing and Advertising  
Used the software for: Less than 6 months

### "A really great CRM"

August 14, 2020

5.0

FANTASTIC!

Pros

Basically I LOVE it as it is so easy to use, the drag and drop on the Calendar (for those times when you just can't get it all done on the day) is so very useful.

Cons

I may be asking too much (or maybe not using it as I could) but I would love to be able to track a work on a project after the deal has been won, a sort of mini project management facility. I may be able to do this with the software as it is - to be honest I am still learning how to use it - but if it were there it would help. But that's me wanting to improve on excellence!

Review Source

Response from Zestia

September 14, 2020

Hi Graham, Thanks for writing a review - we're glad you like Capsule. Just wanted to jump in and offer you some ideas for post-sale. You might like to create a Case. Cases are essentially a storage area for everything to do with a particular project or event. We have a support doc that covers Cases in more detail here https://capsulecrm.com/support/projects-and-events/understanding-cases/. You could create a Case for each won Opportunity as a way of keeping everything to do with a particular project together, whether this be notes, files or emails. The great thing with Cases is they can be linked directly to an Opportunity so it's really clear which Opportunity a Case relates to. Do you think Cases could work well for you? If not you might also want to look in to Tracks. Tracks are a sequence of tasks to be completed, which could work really well if you tend to carry out the same post sale actions as they could help to streamline your workflow.

Mauk V.  
Business Owner  
Professional Training & Coaching  
Used the software for: 2+ years

### "Go for it and keep track of all your contacts for years!"

October 22, 2020

5.0

Pros

Ease of use and complete history of all my contacts over years.

Cons

Nothing I can think of. So keep this up!

Review Source

Response from Zestia

November 3, 2020

Hi Mauk, Chloe from Capsule here. Thanks for writing a review - we're happy that you find Capsule easy to use and that it helps you to keep track of your contacts!

AM

Andre M.  
Manager  
Construction  
Used the software for: 6-12 months

### "EASY AS PIE "

October 19, 2020

5.0

has been great to work with and easy to operate

Pros

Super easy to start using , the pipeline is the best way to keep track of sales process and visually easy to keep track of

Cons

I feel it needs to automatically remind me of thing, I use this to track inquiries and sometimes people fall through the cracks. if for some reason I forget to start an opportunity I won't see the customer on the sales pipeline, maybe its just the way im using this.

Review Source

Response from Zestia

November 3, 2020

Hi Andre, Thanks for writing a review and we're glad that you've found Capsule easy to get to grips with. Moving on to creating Opportunities - There's no in-built functionality in Capsule that will automatically create opportunities from new contacts I'm afraid. Our advice is generally to only add an opportunity once the lead has been nurtured or qualified as a viable sales opportunity - this is to prevent your Capsule account filling up with opportunities that never get off the ground. What you're looking to do can be achieved, but it requires the use of a 3rd party tool called Zapier. Are you familiar with Zapier at all? To explain Zapier is what we call an integration platform which connects different services that don't normally have their own integrations with each other and they support Capsule. Check them out here: https://zapier.com You can create a zap that each time a new contact is added to Capsule it triggers an action of a new opportunity being created.

VR

Verified Reviewer  
Owner  
Internet  
Used the software for: 2+ years

### "One of the best CRM solutions"

December 18, 2018

5.0

Pros

Many years ago before I used Capsule, I researched up and down different CRM solutions. Capsule was the most reasonable as far as pricing goes, and their interface and features is one of the best. It's a powerful CRM that allows a lot of customizations, which is what I need. I highly recommend Capsule! They're always listening to users and coming up with new features that make the CRM better and better through time.

Cons

Honestly, I don't really have much to complain about Capsule!

Review Source

VR

Verified Reviewer  
Client Solutions Manager  
E-Learning  
Used the software for: 6-12 months

### "A CRM for startups - everything you need and nothing you don’t "

January 5, 2020

4.0

Pros

It is a highly customizable software CRM. Track every interaction with stakeholders using the web app, email plugins, and most importantly the iOS app! The app uses the cloud based client database as a sort of substitute for your phone’s address book, phone dialer, and portal to add client interactions. Best mobile app for a CRM platform!

Cons

It can be tricky linking interactions with multiple stakeholders.

Review Source

Response from Zestia

January 7, 2020

Hi Chloe here from Capsule. Thanks for your review of Capsule and your support - we're really glad you like the mobile app. As for linking interactions with multiple stakeholders, if we can understand a little more about how you want interactions linked we may be able to offer some options or understand whether there are some ways we can amend Capsule. If you can write to us directly at support@capsulecrm.com then our support team will be able to help you out.

Guy G.  
Director  
Health, Wellness and Fitness  
Used the software for: 2+ years

### "Great CRM for Contacts, Tasks, Opportunities and pipelines"

December 7, 2019

5.0

Really good Customer, Prospect and Lead management solution Reminder to contact Management of team tasks, and assignment to team members

Pros

Simple contact and account management, link task reminders to contacts and or opportunities. Integration with GMail etc, Xero, MailChimp

Cons

Mobile app could be a litte more user friendly, it would be great to automatically add a follow-up task when you close one. But these are both really minor issues in the grand scheme!

Review Source

CW

Caroline W.  
Ops Director  
Computer Software  
Used the software for: 1-2 years

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

January 29, 2024

5.0

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

Manuel E.  
Tecnic  
Hospital & Health Care  
Used the software for: I used a free trial

### "Optimizado"

December 28, 2022

5.0

Buena gestion en general optimizado y efectivo en su uso

Pros

Su gestion de clientes y base de datos funciona bien ayuda en el trabajo

Cons

Algunas opciones son algo complejas pero se resuelve

Review Source

Response from Zestia

February 28, 2023

Hi Manuel, Thanks for writing a review about Capsule. We're pleased to hear that the customer management database side of Capsule is working well for you. If you're finding anything challenging then our support team are always at hand to help you out at support@capsulecrm.com. We're pleased to hear you're finding Capsule effective.

Murray C.  
Training, training design and blended learning consultant  
Professional Training & Coaching  
Used the software for: 2+ years

### "Simple, easy to use CRM software"

November 3, 2018

4.0

Capsule is a really simple, straightforward CRM for small businesses. It's reasonably good value for money, easy to use, and very useful for tracking your sales, customers and prospects.

Pros

Intuitive UI Easy to use Uncomplicated Email dropbox

Cons

Could do with more options to prioritise tasks - they just get served up in date order, irrespective of whether or not they are important. This makes the task feature effectively unusable.

Review Source

DL

David L.  
Owner  
Health, Wellness and Fitness  
Used the software for: 6-12 months

### "Thoughts and opinions on Capsule CRM"

June 12, 2022

4.0

The Free CRM segment of this market is flooded with products which promise a lot but deliver very little - then attempt to extort money for what was billed as a free service. Capsule's most redeeming feature is that it works and it really is free to use - integrity like this is a BIG plus for a business like ours.

Pros

I like the fact that it's very easy to set up. Adding new contacts and their respective organizations is swift and seamless. What I like most about Capsule is that it is a proper CRM system which is made available to small businesses free of charge - when we've grown enough to warrant spending money on CRM - Capsule has already crossed the finishing line.

Cons

There are some GUI flaws which make navigation a little difficult, but these are merely tweaks to what is a robust and simple-to-use system.

Review Source

Response from Zestia

June 20, 2022

Hi David, Chloe from Capsule here. We're really pleased to hear that you're enjoying using Capsule and that it's helpful for your business.

JL

Jessica L.  
Kitchen Designer  
Construction  
Used the software for: 1-2 years

### "Great value to our business"

February 26, 2023

5.0

Pros

Easy to use and easy to learn, this has been a game changer for us. We used to keep everything written down or online in customer files but that made it hard to find details when needed. Now we can search on our computers or if out on site easily look it up on the app

Cons

We are happy with how this software has fit into our business and the simplicity of it

Review Source

Response from Zestia

March 14, 2023

Hi Jessica, It's great that Capsule has been a game changer for you - we're really happy to hear that it's helping your business!

Eric B.  
Senior IT Consultant- Team Lead  
Information Technology and Services  
Used the software for: 2+ years

### "Nice Cloud Directory Platform"

January 3, 2019

5.0

Pros

\-Easy to use and navigate -Custom tags for customers -Phone app for iOS work well

Cons

\-Importing contacts from office 365 or Gsuite would be handy -Had an issue with Android app where it took nearly 10 minutes syncing the contacts when I tried to open the app, I needed the information asap as I was stranded outside an office which was inconvenient

Review Source

VR

Verified Reviewer  
Senior Business Consultant  
Computer Software  
Used the software for: 2+ years

### "The perfect CRM for start ups and fast growing SMBs"

November 8, 2018

5.0

Capsule is one of the cornerstones of our sales organisation.

Pros

Good value for money, quick setup, reasonably customizable, easy to use. Good integration with G-Mail and Mailchimp.

Cons

Bulk editing was a bit weak for a long time, but got massively improved this year (2018). Integration through Zapier with our accounting software Bexio doesn't support our use cases.

Review Source

Nathaniel L.  
Sales & Service Member Representative  
Insurance  
Used the software for: 6-12 months

### "Great Secondary CRM"

November 13, 2020

5.0

Capsule was easy to set up, easy to learn and then train others on, and it’s very intuitive unlike other CRMs

Pros

Easy to use, intuitive easy to train how to use for new employees. Great powerful CRM tool. Has many robust features to make sure all my bases are covered.

Cons

Some features of high budget CRM systems are not present, like the ability to contact within the program.

Review Source

Response from Zestia

November 17, 2020

Hi Nathaniel, Thanks for taking the time to leave a review - we're glad you're finding Capsule so easy to set up and use.

Stas R.  
Editor  
Marketing and Advertising  
Used the software for: Less than 6 months

### "The app is very simple but lacks important features"

February 15, 2021

2.0

It is a cheap alternative to the big monsters on the market. Using this program saves money but wastes your nerves.

Pros

Simple and cheap. The application can be mastered in a couple of hours. Even an ordinary manager will master the application. Intuitive interface.

Cons

No multiple records (create campaign lists and cleaning up is horror). The search - nightmare. Nobody cared about the old data. You can just forget about import data. This is also a bad dream.

Review Source

Response from Zestia

March 2, 2021

Hi there, Chloe from Capsule here. Thanks for your review, we really appreciate the feedback. We're very pleased that you find Capsule easy to use, as we focus on this a lot. From your review it looks as though you're looking to create email campaign lists. As Capsule is a CRM platform, you'd need to integrate with an email partner in order to do this. It would be great to find out a bit more about your workflow, so that we can help you optimise Capsule around this. If you'd like to email us at support@capsulecrm.com and let us know what you're trying to do we can offer you some assistance.

TS

Taryn S.  
Brand Partnership  
Non-Profit Organization Management  
Used the software for: 6-12 months

### "Not Ideal for a Charity CRM"

September 22, 2020

3.0

I think it is a fine program that didn't suit the needs of a national charity.

Pros

I think you you were using this software for school or a business that required registration of sorts it might be ideal but the marketing features were not strong enough for us. We used the program for 1 year and then switch over that had a better UX, marketing integration and that automatically process tax receipts.

Cons

The UX wasn't great. It wasn't intuitive for our team.

Alternatives considered

[Keela](https://www.capterra.com/p/154358/Keela/)

Reason for choosing Capsule

We had an employee that had some experience with it and could navigate the program. We stuck with it for 1 year and switched over to Keela.

Review Source

Response from Zestia

October 1, 2020

Hi Taryn, Chloe here from Capsule. Thanks for taking the time to review us, we really appreciate the feedback. While we do have a number of charities using Capsule we understand it isn't the right fit for everyone - we're happy you've found another solution that works for you!

AF

Andy F.  
Co Owner  
Wholesale  
Used the software for: 6-12 months

### "Good stuff"

February 3, 2021

5.0

Love it

Pros

We really like the interface and how it is organised. Best feature is the gmail integration.

Cons

Im hoping that we can connect a certain gmail contact and automatically have every new email/conversation feed into the same contact on capsule.

Reason for choosing Capsule

suited our needs best for now and also for future

Switched from

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

better product, much better interface and customer support

Review Source

Response from Zestia

February 16, 2021

Hi Andy, Chloe from Capsule here. Thanks for taking the time to write a review. We're happy to hear that you like the gmail integration and I'll be sure to pass on your feature request to the product team.

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.

LR

Louise R.  
Virtual Assistant  
Executive Office  
Used the software for: 2+ years

### "Capsule really works for me"

March 16, 2021

5.0

Pros

Its so easy to use and its simplicity really helps me to save time

Cons

The only thing is that sometimes the contacts are duplicated when I add in an organisation

Reason for choosing Capsule

I have used in the past when I was employed

Review Source

Response from Zestia

March 23, 2021

Hi Louise, Chloe here from Capsule. Thanks for taking the time out to write a review. We're glad that you find Capsule easy to use and that it's helping you to save time. If you need any support with duplication of contacts then feel free to reach out to us at support@capsulecrm.com.

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

VR

Verified Reviewer  
App Integration Specialist  
Computer Software  
Used the software for: 2+ years

### "Great starter CRM for SMEs"

February 5, 2024

5.0

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

Rui G.  
CFO  
Computer Software  
Used the software for: 6-12 months

### "Capsule valuation"

December 4, 2022

4.0

Pros

gestão de leads e integração com Google email

Cons

integração com o cliente, bem como probabilidade média de fecho de leads

Review Source

Response from Zestia

December 20, 2022

Hi there, Chloe here from Capsule, Thanks for writing a review, we really appreciate that. It looks like you might want more help with getting started or diving deeper into Capsule's features, our support docs (https://capsulecrm.com/support/) and videos (https://capsulecrm.com/resources/) might be able to help you there. You also mentioned about the avg. probability of closing leads. Are you looking for lead scoring? If you could email our support team at support@capsulecrm.com and explain a bit more about what you're looking for, we'll be able to help you out.

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