Capsule Erfahrungen

Capsule

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Gesamtbewertung

4,5 /5
(157)
Preis-Leistungs-Verhältnis
4,6/5
Funktionen
4,3/5
Bedienkomfort
4,6/5
Kundenbetreuung
4,5/5

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157 Bewertungen

Jeff
Gesamtbewertung
  • Branche: Druck
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Weiterempfehlungsquote 10.0 /10

One of the applications I run my business on

Bewertet am 21.7.2022

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

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

Vorteile

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.

Nachteile

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.

Antwort von Zestia

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.

Verifizierter Rezensent
Gesamtbewertung
  • Branche: Non-Profit-Organisation Management
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für 6-12 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Weiterempfehlungsquote 8.0 /10

Relatively Robust, and Affordable!

Bewertet am 3.5.2019

For our small business (5-10 team members), Capsule provides us with one location to input all of...

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.

Vorteile

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.

Nachteile

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.

April
Gesamtbewertung
  • Branche: Gastgewerbe
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Bedienkomfort
  • Weiterempfehlungsquote 5.0 /10

Lacked Calendar tool needed for us to be effective

Bewertet am 5.5.2022

It was an adequate tool but didn't fulfill enough of our needs for us to continue using the...

It was an adequate tool but didn't fulfill enough of our needs for us to continue using the software.

Vorteile

I found the software easy to use and fairly intuitive for the everyday user. It managed leads adequately and allowed me to find my information easily.

Nachteile

We needed a tool that would allow us to easily track booked events on a calendar and see trends of inquiries for specific dates. Capsule lacked an effective calendar tool to help us manage leads by date which made it ineffectual for us.

Antwort von Zestia

Hi there April,

Chloe from Capsule here. We're glad you found Capsule easy to use and helped you manage leads well. We're sorry to hear that in this case Capsule didn't quite fit your needs - thanks for giving us a try!

Verifizierter Rezensent
Gesamtbewertung
  • Branche: E-Learning
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für 6-12 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Weiterempfehlungsquote 8.0 /10

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

Bewertet am 5.1.2020

Vorteile

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!

Nachteile

It can be tricky linking interactions with multiple stakeholders.

Antwort von Zestia

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
Gesamtbewertung
  • Branche: Gesundheit, Wellness & Fitness
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Weiterempfehlungsquote 10.0 /10

Great CRM for Contacts, Tasks, Opportunities and pipelines

Bewertet am 7.12.2019

Really good Customer, Prospect and Lead management solution
Reminder to contact
Management of team...

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

Vorteile

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

Nachteile

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!

Murray
Gesamtbewertung
  • Branche: Professionelles Training & Coaching
  • Unternehmensgröße: Selbstständig
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Weiterempfehlungsquote 8.0 /10

Simple, easy to use CRM software

Bewertet am 3.11.2018

Capsule is a really simple, straightforward CRM for small businesses. It's reasonably good value...

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.

Vorteile

Intuitive UI
Easy to use
Uncomplicated
Email dropbox

Nachteile

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.

Jessica
Gesamtbewertung
  • Branche: Bau
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Weiterempfehlungsquote 10.0 /10

Great value to our business

Bewertet am 26.2.2023

Vorteile

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

Nachteile

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

Antwort von Zestia

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
Gesamtbewertung
  • Branche: Informationstechnologie & -dienste
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Bedienkomfort
  • Weiterempfehlungsquote 9.0 /10

Nice Cloud Directory Platform

Bewertet am 3.1.2019

Vorteile

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

Nachteile

-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

Mauk
Gesamtbewertung
  • Branche: Professionelles Training & Coaching
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

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

Bewertet am 22.10.2020

Vorteile

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

Nachteile

Nothing I can think of. So keep this up!

Antwort von Zestia

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!

Verifizierter Rezensent
Gesamtbewertung
  • Branche: Computer- & Netzwerksicherheit
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Weiterempfehlungsquote 8.0 /10

Capsule CRM !!!

Bewertet am 14.8.2018

Overall awesome experience

Overall awesome experience

Vorteile

- Excellent tool for managing sale leads
- Easy to use GUI
- Easy customer communication tracking with leads
- Task delegation to team
- Easy sale pipelines management
- Integration with help desk portals
- Integrations with G Suite

Nachteile

- No integration with Office 365
- No mass mailouts in capsule for marketing purpose
- Free trail requires credit card which isn't good

Arlène
Gesamtbewertung
  • Branche: Gesundheit, Wellness & Fitness
  • Unternehmensgröße: 501–1.000 Mitarbeiter
  • Wöchentlich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Weiterempfehlungsquote 7.0 /10

A simple but powerful CRM platform

Bewertet am 14.8.2021

Vorteile

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.

Nachteile

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.

Antwort von Zestia

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!

Edo
Gesamtbewertung
  • Branche: Baumaterial
  • Unternehmensgröße: Selbstständig
  • Täglich für 6-12 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Weiterempfehlungsquote 10.0 /10

Finaly a solution for my needs!

Bewertet am 13.4.2017

For last few years I had a problem with my comunication with old and new clients. Too many pressure...

For last few years I had a problem with my comunication with old and new clients. Too many pressure and too much information noise casued a problem of following up possible new clients and opportunities.
My first solution was standard PIM software. Soon I discovered that only part of my problems were solved. Problems that become so evident were following up new opportunities and contacts history. I found some other partial solutions for these problems but was necessary to work, mantain and balance with diferent solutions, multiple insertions of same data and so on. Looking for better solution I got to start with some offline CRM solutions, and I tested several ones. Every program had some part that were interesting to me but neither had all of options that I was looking for. Some prgrams were fantastic but expensive or they needed dedicatd servers. Most of them had so many options that I don't need for my work and can be applied in some other sectors.
Finally, on one webpage that was doing reviews of buisiness software there was a list of several on-line CRM solutions and so I decided to try some of them. As 3rd, or 4th, started with CAPSULE CRM.
Everything that I needed was there: database of contacts, history (well done), opportunities,...Also flexibility for procedures and all sorf of extra activities was there. PERFECT. Mobile apps is must have when You are out of the office.
Today on my computers 2 web pages are always ON during work time: webmail and CAPSULE.

Vorteile

Free version is mostly perfect for my needs. Contacts database, contacts history, opportunities creating and following, procedure design and editor, flexibility.

Nachteile

Free version have a limit to 250 contacts.

Thomas
Gesamtbewertung
  • Branche: Informationstechnologie & -dienste
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

Capsule CRM - great product

Bewertet am 29.6.2022

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

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

Vorteile

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.

Nachteile

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.

Antwort von Zestia

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.

Christopher
Gesamtbewertung
  • Branche: Marketing & Werbung
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

Capsule is the most efficient CRM available

Bewertet am 22.1.2021

I use 17+ systems (one for each client) and it makes it so easy to track progress

I use 17+ systems (one for each client) and it makes it so easy to track progress

Vorteile

Ease of use in tracking conversations, email and contacts

Nachteile

There are no cons to this software that I have identified

Antwort von Zestia

Hi Christopher,

Chloe here from Capsule. Thanks for taking the time to write a review. We're happy to hear that Capsule is helping you to track your contacts and conversations easily.

Graham
Gesamtbewertung
  • Branche: Marketing & Werbung
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für 1-5 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

A really great CRM

Bewertet am 14.8.2020

FANTASTIC!

FANTASTIC!

Vorteile

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.

Nachteile

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!

Antwort von Zestia

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.

Nicky
Gesamtbewertung
  • Branche: Großhandel
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

An excellent tool for the small SME

Bewertet am 25.1.2022

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

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

Vorteile

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

Nachteile

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.

Antwort von Zestia

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?

Verifizierter Rezensent
Gesamtbewertung
  • Branche: Einzelhandel
  • Unternehmensgröße: 51–200 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

Been using Capsule for over two years, and it's easy to track leads, clients and tasks per...

Bewertet am 28.5.2018

Cost efficient way to keep daily tasks organized.

Cost efficient way to keep daily tasks organized.

Vorteile

The best thing about Capsule is how helpful it is with keeping me organized. We have over 100 clients that I need to keep track of. With each client at a different phase, it could become overwhelming to keep track of all of the details. Capsule helps me stay on top of everything

Nachteile

Tracking emails is a little cumbersome. I BCC a capsule email address associated with a project. When a client replies to that email the BCC is not copied, so that email does not get tracked. I could copy the email address, but that is not something I want the client to see,

Verifizierter Rezensent
Gesamtbewertung
  • Branche: Versorgungsunternehmen
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

Perfect CRM Tool

Bewertet am 4.1.2022

Capsule are a great company to deal with. They will come back to you very quickly will always go...

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

Vorteile

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

Nachteile

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

Antwort von Zestia

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.

Verifizierter Rezensent
Gesamtbewertung
  • Branche: Internet
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

One of the best CRM solutions

Bewertet am 18.12.2018

Vorteile

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.

Nachteile

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

Graham
Gesamtbewertung
  • Branche: Bildungsmanagement
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Bedienkomfort
  • Weiterempfehlungsquote 10.0 /10

Why I Acquired Capsule

Bewertet am 6.6.2022

My management of clients has improved dramatically.

My management of clients has improved dramatically.

Vorteile

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

Nachteile

I have not come across any to date, including webcam training , on line documentation

Antwort von Zestia

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.

Verifizierter Rezensent
Gesamtbewertung
  • Branche: Computer-Software
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 7.0 /10

OK CRM for the Price

Bewertet am 21.12.2017

I have to have a CRM in place for my company to keep clients tasks organized. We manage hundreds of...

I have to have a CRM in place for my company to keep clients tasks organized. We manage hundreds of clients daily.

Vorteile

Capsule has basic functionality. I have a list of my Contacts, I can create tasks, make tags, and create pipelines. It allows me to upload documents and manage the team's tasks under me.

Nachteile

I can only upload one document at a time which is annoying. The automatic email BCC doesn't work for me to record in my notes so I always have to copy and paste.

Verifizierter Rezensent
Gesamtbewertung
  • Branche: Informationstechnologie & -dienste
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Wöchentlich für 6-12 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 9.0 /10

Simple and smart CRM solution for startups!

Bewertet am 27.4.2018

Vorteile

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.

Nachteile

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.

Verifizierter Rezensent
Gesamtbewertung
  • Branche: Computer-Software
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

The perfect CRM for start ups and fast growing SMBs

Bewertet am 8.11.2018

Capsule is one of the cornerstones of our sales organisation.

Capsule is one of the cornerstones of our sales organisation.

Vorteile

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

Nachteile

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.

Socrates
Gesamtbewertung
  • Branche: Immobilien
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für 6-12 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 7.0 /10

Simple, straightforward, and powerful. Great for small teams

Bewertet am 10.7.2018

The clean user interface and calendar tools / follow-up task management features are great to get...

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.

Vorteile

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.

Nachteile

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.

Rosi
Gesamtbewertung
  • Branche: Unternehmensberatung
  • Quelle der Bewertung

Gesamtbewertung

  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

Capsule: Simple But Powerful

Bewertet am 19.3.2015

Vorteile

Capsule is flexible, easy to grasp, and fairly straightforward. But if you want to dig deeper and use all the features and strategies, you can absolutely get more out of it. It made the whole concept of a CRM come alive for me. It's also really affordable! Other CRMs are more powerful (and harder to learn) but there's no way our company could've afforded those.

Nachteile

I wish that they had a way to label an individual as being employed at more than one company, and recording past employers. A more detailed walkthrough of "cases" would be really useful, since that's what people ask me about the most (and don't seem to understand, for whatever reason). Also, it would be amazing if Capsule had tutorial videos on their YouTube channel, like a lot of other CRM companies do. Finally, user permissions would be nice (but not something that is a particularly sore spot--you get what you pay for).