Capsule CRM Logo
Capsule CRM Logo
Capsule

Capsule CRM

Composite Score
7.1 /10
CX Score
7.4 /10
Category
Capsule CRM
7.1 /10

What is Capsule CRM?

The easy to use CRM. Capsule CRM is a modern CRM that helps businesses stay organized, know more about their customers, build strong relationships and to make the most of sales opportunities, all while minimizing user input. Capsule is designed to help businesses stay organized, know more about their customers, build strong relationships and to make the most of sales opportunities, all while minimizing user input.

Company Details


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Capsule CRM Ratings

Real user data aggregated to summarize the product performance and customer experience.

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

85 Likeliness to Recommend

86 Plan to Renew

88 Satisfaction of Cost Relative to Value


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Emotional Footprint Overview

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

+87 Net Emotional Footprint

The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.

How much do users love Capsule CRM?

14% Negative
0% Neutral
86% Positive

Pros

  • Reliable
  • Trustworthy
  • Effective Service
  • Respectful

Feature Ratings

Average 83

Account and Contact Management

91

Telephony and Call Center Management

90

Collaboration

89

Sales Management

85

Marketing Management

85

Lead Management

83

Quote Contract and Proposal

81

Mobile

80

Activity and Workflow Management

77

Analytics and Reporting

75

Customer Service Management

68

Vendor Capability Ratings

Average 78

Business Value Created

86

Quality of Features

84

Ease of Implementation

83

Ease of IT Administration

80

Availability and Quality of Training

80

Usability and Intuitiveness

78

Ease of Data Integration

77

Vendor Support

76

Ease of Customization

75

Product Strategy and Rate of Improvement

75

Breadth of Features

68

Capsule CRM Reviews

Marcus S.

  • Role: Information Technology
  • Industry: Insurance
  • Involvement: IT Leader or Manager
Validated Review
Verified Reviewer

Submitted Nov 2024

Simple CRM, too simple, Lacks advanced features

Likeliness to Recommend

4 /10

What differentiates Capsule CRM from other similar products?

Capsule CRM differentiates itself by focusing on simplicity and ease of use, making it a viable option for small businesses or startups with basic CRM needs. However, it lacks the advanced automation, extensive reporting, and integrations that many other CRM platforms offer. Unlike solutions like HubSpot or Salesforce, Capsule falls short in scalability and customization, which limits its appeal for larger organizations or teams needing more complex workflows. Its lack of deep analytical tools and limited mobile functionality further diminishes its competitiveness.

What is your favorite aspect of this product?

My favorite aspect of Capsule CRM is its simplicity and ease of use. It’s a great tool for small businesses or startups that need a straightforward CRM solution without unnecessary complexity. The user interface is clean, and setting up contacts, tasks, and leads is intuitive, which makes the platform accessible even for non-technical users. The basic features are well-executed, and its affordability is an added bonus for businesses just starting to organize their customer relationships. However, this simplicity can also be limiting for more advanced use cases.

What do you dislike most about this product?

What I dislike most about Capsule CRM is its lack of advanced features, which can feel limiting as your business grows. While it works well for smaller teams or startups, it doesn’t provide the depth and flexibility required for scaling, such as complex reporting, automation, or robust integrations with other enterprise systems. Additionally, the customization options are fairly basic compared to competitors, meaning that users who need tailored workflows or specialized functionalities might find it restrictive.

What recommendations would you give to someone considering this product?

If you are considering Capsule CRM, I recommend it if you’re a small team or a startup looking for something simple and easy to use. It offers a clean interface and basic CRM features that are easy to get started with. However, if you’re planning for future growth or need more robust functionality like automation, complex reporting, or deeper integrations, you might find it lacking. It’s a good choice for basic use cases, but be aware that it might not scale well as your needs evolve. Look into its integrations and consider whether they meet your long-term needs before committing.

Pros

  • Reliable
  • Trustworthy
  • Effective Service
  • Respectful

Cons

  • Inhibits Innovation
  • Slower Product Innovation
  • Commodity Features

Olawale O.

  • Role: Sales Marketing
  • Industry: Shipping
  • Involvement: End User of Application
Validated Review
Verified Reviewer

Submitted May 2025

Simple, Clean CRM That’s Great for Small Teams

Likeliness to Recommend

10 /10

What differentiates Capsule CRM from other similar products?

Intuitive, streamlined interface Flexible pipelines & tagging Easy integrations (G Suite, MS 365) SMB-friendly pricing & reliable security

What is your favorite aspect of this product?

My favorite aspect is its clean, intuitive pipeline management—keeping sales processes simple and focused without clutter.

What do you dislike most about this product?

Limited advanced reporting & analytics capabilities.

What recommendations would you give to someone considering this product?

Limited advanced reporting & analytics capabilities.

Pros

  • Helps Innovate
  • Continually Improving Product
  • Enables Productivity
  • Trustworthy

Oluwatosin Ifedayo O.

  • Role: Sales Marketing
  • Industry: Food and Beverage
  • Involvement: End User of Application
Validated Review
Verified Reviewer

Submitted Mar 2025

Capsule CRM

Likeliness to Recommend

9 /10

What differentiates Capsule CRM from other similar products?

Here are some key differentiators: 1. Ease of use: Capsule CRM is known for its intuitive interface, making it easy for users to navigate and adopt. 2. Affordability: Capsule CRM offers competitive pricing plans, including a free plan, making it an attractive option for small businesses. 3. Customization: Capsule CRM allows users to customize fields, tags, and workflows to fit their specific business needs. 4. Integration: Capsule CRM seamlessly integrates with popular third-party apps like Google Workspace, Microsoft 365, and Mailchimp.

What is your favorite aspect of this product?

My favorite aspect of Capsule CRM is its ease of use. The platform's intuitive interface makes it easy for users to navigate and adopt, even for those without extensive CRM experience. This simplicity helps reduce the learning curve, allowing businesses to get started quickly and focus on managing their customer relationships effectively.

What do you dislike most about this product?

One area for improvement is the limited advanced features. While Capsule CRM excels in its simplicity and ease of use, it may not offer the same level of advanced features and customization options as some other CRM platforms. This might limit its appeal for larger businesses or those with more complex CRM requirements.

What recommendations would you give to someone considering this product?

1. Assess your needs: Determine if Capsule CRM's features align with your business requirements. 2. Take the free trial: Test Capsule CRM's features and interface before committing. 3. Customize carefully: Take advantage of customization options, but avoid over-customizing. 4. Integrate with existing tools: Leverage Capsule CRM's integrations with third-party apps. 5. Evaluate scalability: Consider whether Capsule CRM can grow with your business. By following these recommendations, you'll be well-equipped to make an informed decision about whether Capsule CRM is the right fit for your business.

Pros

  • Helps Innovate
  • Continually Improving Product
  • Reliable
  • Performance Enhancing