# Page 4 | Capsule Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 4 - 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 4 - Reviews of Capsule

## Showing most helpful reviews

Showing 76-100 of 167 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

LK

Lou K.  
Owner  
Insurance  
Used the software for: Less than 6 months

### "Support lacking"

November 6, 2023

4.0

Pros

Easy to import contacts. A good system, but lacks overall due to customer support.

Cons

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. You have to send an email and you are at their mercy as to when they will get back to you. Average time is easily one day, most likely two days. Doesn't anyone work anymore? A simple question that could be answered in 5 minutes over the phone, they make you wait days by email. Good program, everything I needed, but wish I never bought simply on lack of customer support.

Review Source

JP

James P.  
Owner  
  
Used the software for: 2+ years

### "One of the best CRMs I've ever used"

December 28, 2017

5.0

Capsule has allowed me to keep track of all my leads and prospects. Because I can see how I've interacted with them in the past, I'm able to tailor my follow-up process to ensure a higher conversion rate. Capsule paid for itself in a very short period of time.

Pros

I love the fact that Capsule is one of the easiest CRMs to use. One of the reasons salespeople don't use CRMs is because they feel overwhelmed or because there's a huge learning curve. Not with Capsule. It's easy to learn and they also have a really cool app that allows you to track your contacts directly from your phone, which means you can stay on top of your sales process.

Cons

I think that the free plan should allow a little bit more than the 250 contacts it currently offers, but other than that there aren't really any cons.

Review Source

CS

Cecile S.  
Business & Operations Advisor  
Market Research  
Used the software for: 2+ years

### "A user-friendly CRM"

October 2, 2020

5.0

Pros

Very useful for contact management, also to manage opportunities and tasks

Cons

Easier integration with MS Outlook to save "sent" emails

Review Source

Response from Zestia

November 3, 2020

Hi Cecile, Thanks for reviewing Capsule. We're happy to hear that you're finding Capsule useful for managing contacts, opportunities and tasks. As for an integration with MS Outlook while it's not currently available it's very much on our radar for future enhancements.

HS

Harold S.  
Managing Partner  
Telecommunications  
Used the software for: Less than 6 months

### "Capsule CRM"

January 25, 2021

5.0

As a new business, we have to track our opportunities, closing ratios, products, and the health of our opportunities without having to search several databases to obtain this information. It's right there!

Pros

We reviewed several CRM's and found Capsule to be extremely user-friendly, able to interact with other services flawlessly. It wasn't a chore to go enter information, it's very intuitive.

Cons

Sometimes you have to make some modifications or add additional data to reflect your business, but when you reach out to their customer service, they are outstanding.

Review Source

Response from Zestia

February 16, 2021

Hi Harold, Chloe from Capsule here. Thanks for writing a review - we really appreciate that. It's so nice to hear that you find Capsule user-friendly and intuitive. As always is you need any help with further customisation then don't hesitate to reach out to the team again. I'll be sure to pass on the excellent feedback regarding our support team!

SD

SAMUEL D.  
Founder  
Wholesale  
Used the software for: 2+ years

### "Founder "

January 4, 2021

5.0

Very happy

Pros

Tasks, Mobile friendly, team management

Cons

I like it all, easy to use it. Mobile friendly

Review Source

Response from Zestia

January 11, 2021

Hi Samuel, Chloe from Capsule here. Thanks for taking the time to write a review. We really appreciate that. It's great to see that you're finding Capsule helps with team management and that it's mobile-friendly too.

AW

Anne W.  
COO  
Non-Profit Organization Management  
Used the software for: Less than 6 months

### "Great to get back to Capsule"

August 21, 2022

5.0

One of relief. It works and it works well and has plenty of flexibility

Pros

I used Capsule maybe 5 years ago managing my own small client base. Now I'm working with a small non-profit that has 100s of contacts we need to manage and track. After trying a couple of the biggies I was so glad to get back to Capsule! It's even better than I remember

Cons

I want a magic genie that will enter all my data while I take a nap!

Reason for choosing Capsule

It's free to start, up to 200 or 250 contacts and then a price we can afford.

Review Source

Response from Zestia

October 18, 2022

Hi Anne, 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 as well as helping other business owners figure out if it's right for them. We're so happy to hear that you had a great experience with Capsule first time around and chose Capsule to help you manage and track contacts with the non-profit. We're very happy to hear that it's better than you remember it!

JB

Jason B.  
Trustee  
Non-Profit Organization Management  
Used the software for: 2+ years

### "Stands out from the crowd"

October 10, 2016

5.0

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

Pros

It can be tailored to a significant extent Easy to track relationships and communications Easy to assign and track tasks Nice light easy to navigate interface

Cons

It's export functionalities and query are somewhat limited

Review Source

PR

Piers R.  
MD  
Publishing  
Used the software for: 2+ years

### "Should run our lives"

December 13, 2019

5.0

We use Capsule as the main database of the organisation-meeting notes as well as the all contact details

Pros

We should have automatic opening in the morning for the timing of reminders but ill disciplined we plug into emails first thing!

Cons

I think you should refresh your landing page more often and perhaps carry a daily piece of advice or a tip or a reminder of a public anniversary -famous peoples birthday -something that you would ordinarily not know but is a piece of interesting info

Review Source

VR

Verified Reviewer  
Head of Customer Value  
Financial Services  
Used the software for: 1-2 years

### "Effective Sales tracking"

April 13, 2019

3.0

Effective sales tracking for acquisitions team, ease of navigation. Lacks some sophistication. I

Pros

Appearance, ease of navigation, tagging facility .

Cons

Does not translate to wider needs of business , clunky group communications.

Review Source

jL

jibby L.  
owner  
Transportation/Trucking/Railroad  
Used the software for: 2+ years

### "Why Capsule should do better "

August 11, 2022

5.0

Pros

The ease of use when our data was under 500

Cons

It did not seem as competitive as other providers

Switched from

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

Ease of use and complimentary products helped me my mind up.

Review Source

Response from Zestia

October 18, 2022

Hi Jibby Chloe from Capsule here. Thanks for taking the time to write a review - it really helps our team when we receive first-hand feedback. We're sorry to hear that you found Capsule not as competitive as other providers - we'd love to hear a bit more about this if you'd like to email us. You haven't given a lot of detail in the review and we'd love to address your concerns. Plus, if you're still using Capsule we can help give you a better idea how Capsule can fit your business. Feel free to email us at support@capsulecrm.com

JL

Jacques L.  
Estate Agent  
Real Estate  
Used the software for: Less than 6 months

### "Excellent CRM App. Absolute neccessity."

October 1, 2020

5.0

A breeze and would definitely recommend to any person working on a daily basis with clients.

Pros

The ease of use with this software is unrivaled. I love the fact that all information regarding leads are easily accessible. The fact that I do not constantly have to worry about missing appointments is a major plus.

Cons

Have not tried yet, but I need to be able to group and rate leads on responsiveness of the lead. a Lead score..?

Review Source

Response from Zestia

October 16, 2020

Hi Jacques, Chloe here from Capsule. Thanks for writing a review - we're glad your finding Capsule easy to use. One way you could group or rate leads is you could tag them or create a custom field. For example if you wanted to use a 1- 5 star system you can create a list custom field. You can see how to add a custom field here: https://capsulecrm.com/support/setup-and-configuration/data-enrichment/#how-to-add-custom-fields. But also feel free to reach out to our support team if we can help you out with that.

NS

Nasr S.  
Director  
Financial Services  
Used the software for: 6-12 months

### "Easy to Use For SME's"

August 4, 2020

5.0

I like it very much. Its user friendly and easy to setup. Customer service is first class. Just get some good canned reports set up and it will be great.

Pros

Its ease of use and setup. We were able to setup three users in very little time and get the results that we required. Importing data was easy and setting up custom fields and tags was no problem.

Cons

Reporting could use some depth. For example it would be useful to see customers contacted on a daily, weekly and monthly basis. A section with pre set but customisable reports would be nice

Reason for choosing Capsule

Not applicable

Review Source

Response from Zestia

August 18, 2020

Thanks for taking the time to review us Nasr. It's great that you found Capsule so easy to get started with. With regards to the depth of reporting, my colleague Jade from the customer support team has been in touch to help you out with this.

Michelle C.  
Founder / Director  
Health, Wellness and Fitness  
Used the software for: 6-12 months

### "Simple, intuitive and saves time!"

December 21, 2018

5.0

I’m a small business and I’ve tried many other CRMs before Capsule. I’ve found Capsule saves me lots of time as it’s intuitive and automatically stores data for me about clients.

Pros

I love how it sits alongside my Gmail and automatically captures and stores conversations with clients.

Cons

The free version was so restricted, it made it virtually useless.

Review Source

VR

Verified Reviewer  
  
Information Technology and Services  
Used the software for: 6-12 months

### "Simple and smart CRM solution for startups!"

April 27, 2018

4.0

Pros

The interface is simple but modern and intuitive. The bundled mobile app is convenient on the go. Integration with Xero and Google suite is just perfect. It syncs with Google contacts, Gmail integration feels like it's built-in, no need to install and maintain pesky Chrome extensions! There's also Google tasks integration that we plan to explore. With Xero, we can sync customer information and manage it solely in Capsule. Invoices and overdue payments can also be seen in one place inside Capsule.

Cons

As a startup who explores and experiments with business processes a lot, changing requirements also needs fast solutions. Capsule integration with third-party apps is really good but not perfect. Capsule lets you use their app however you please and does not suggest best practices out of the box. This freedom can sometimes lead to a lot of research, analysis paralysis, and being stuck. We reached that point but customer support was so awesome that they went out of their way to walk us through the most viable solution available.

Review Source

BH

Barry H.  
Finance Director  
Accounting  
Used the software for: Less than 6 months

### "Capsule is great!"

August 4, 2020

5.0

It's been a joy. Deployed super quick and was working pretty much out the box. It's not bloated like other CRM's with loads of unnecessary fields and functionality that most people dont use anyway.

Pros

It's intuitiveness is certainly my biggest positive. To be able to get the system up and running quickly and efficiently is a massive plus point. It keeps me focussed on what I need to do daily and it has yielded results.

Cons

If I'm being picky I would like the ability to turn some features off. For example I don't use cases so I'd prefer if it just wans't there but it's a minor point.

Alternatives considered

[Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)

Reason for choosing Capsule

I wanted a bit more historical data and the ability to set reminders and plan a sort of workflow. That wasn't available in Pipedrive.

Review Source

Response from Zestia

August 18, 2020

Hi Barry, Chloe from Capsule here. Thanks for taking the time out to write a review. It's great to hear that you find Capsule so intuitive and that you're seeing benefits from using it!

JC

Julie C.  
Founder and Professional Organiser  
Individual & Family Services  
Used the software for: 2+ years

### "Easy to use client management"

October 21, 2020

5.0

Easy to capture important client notes, follow up items and important stuff like their pets' names.

Pros

Easy to use, inexpensive, has all the features I need for my small business

Cons

Can't think of any improvements I need at the moment

Review Source

Response from Zestia

November 3, 2020

Hi Julie, Chloe from Capsule here. Thanks for reviewing us. We're glad you're finding Capsule easy to use and it's helping you capture important details!

SM

Socrates M.  
Account Manager  
Real Estate  
Used the software for: 6-12 months

### "Simple, straightforward, and powerful. Great for small teams"

July 10, 2018

4.0

The clean user interface and calendar tools / follow-up task management features are great to get things organized and your business focused on driving sales.

Pros

It's intuitive so getting your team on it and started won't be difficult, even if they're not tech savvy. The layout is clean and straightforward too - helps keep the focus on selling (your initial contact with prospects and the required follow up). Priced fairly too.

Cons

If you have a big team, you can probably find other alternatives for what it will end up costing you. The general features are great but once you move into more of the advanced stuff, it can be a headache - those who aren't tech savvy will struggle.

Review Source

FF

Fritz F.  
CEO  
Leisure, Travel & Tourism  
Used the software for: 2+ years

### "Great CRM for B2B relations"

November 8, 2018

5.0

Fantastic. Enter customer data once migrates automatically to xero for invoicing and manages our mailing lists in mail chimp.

Pros

Its easy to use free of feature creep that so many CRM suffer from. We are a B2B business and Capsule does everything you want it to do. The support is fantastic and really needs 10 stars not 5. Its easy to configure has all the integrations with Xero and mail chimp we need and its fast.

Cons

Some of the fields require opening and saving as opposed to modern just enter fields.

Review Source

Graham H.  
  
  
Used the software for: 1-2 years

### "Excellent basic CRM tool"

January 6, 2016

4.0

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

Pros

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

Cons

No HTML on stored emails Very limited boolean filtering on lists

Review Source

AD

ASHISH D.  
Head of Finance  
Marketing and Advertising  
Used the software for: 2+ years

### "user review"

December 7, 2019

4.0

good for a startup to small size business. not sure if it would stretch to bigger business due to limited functionality

Pros

easy to use exportable data to finance package

Cons

limited usage not multicurrency not all data can be exported to accounts package from capsule

Review Source

Andy M.  
Andy Matthews  
Architecture & Planning  
Used the software for: Less than 6 months

### "Essential software for any business owner"

March 5, 2021

5.0

Managing leads and customer contact.

Pros

The ability to keep on top of leads and track their progress and customise the pipeline titles.

Cons

Office 365 integration should be built in to sync contacts and other data.

Review Source

Response from Zestia

March 16, 2021

Hi Andy, Chloe here from Capsule. Thanks for taking the time to write a review - we really appreciate it and are glad that Capsule is helping you to keep on top of your leads.

MR

Mike R.  
Partner Development Manager  
Marketing and Advertising  
Used the software for: 2+ years

### "Works great and simple to use"

November 26, 2019

5.0

Technically it has always worked great and customer service is always prompt and very friendly.

Pros

Very easy to use. Not as complicated as other CRM's.

Cons

Wish it was easier to delete files that are no longer needed to save space.

Review Source

DF

David F.  
  
  
Used the software for:

### "Great Small Business CRM"

August 29, 2011

4.0

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

Pros

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

Cons

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

Review Source

HJ

Harry J.  
Operatons Manager  
Marketing and Advertising  
Used the software for: 1-2 years

### "Great lightweight CRM"

November 7, 2016

4.0

Capsule CRM is a great lightweight CRM which lets you get started straight away. It's simple to set up and a very good CRM when you're first getting started. It's got great integrations between systems, a hook up to XERO which is very handy to see invoices that are attached to the client. The other great part is the custom functionality you can build into the system, it takes a little bit of time but its really worth it. The only thing that stops me from using it now is it's not a marketing automation tool and our business needs a crm+MA in one software.

Pros

Easy to use Very little Setup Great integrations

Cons

Not a marketing automation + CRM

Review Source

AP

Anastasia P.  
Director of Product Management  
Information Technology and Services  
Used the software for: 6-12 months

### "Great CRM tool for small business"

August 29, 2020

5.0

It has a free trial version. I would suggest to start from that.

Pros

It is easy to install and to use. Very customisable and adaptable for specific busiess needs. It integrates with other data apps.

Cons

The main issue can be pricing. It gets more expensive with more users. It may be that free version meets all business needs, if the number of contacts is under 250.

Review Source

Response from Zestia

September 14, 2020

Thanks for taking the time to write a review Anastasia - we're glad you find Capsule easy to set up and to use. - Chloe, Capsule

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