# Capsule Reviews 2026. Verified Reviews, Pros & Cons | Capterra > 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 --- 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/) * * * Last updated March 13th, 2026 # Reviews of Capsule Ease of use 4.6 Customer Service 4.5 ## Pros and Cons in Reviews RG Rémy G COOConsumer Goods, 2 - 10 employeesUsed the software for: Less than 6 months. “Capsule has a simple and intuitive Dashboard that makes it easy to navigate, create new leads and handle the projects and clients through different pipelines.“ January 14, 2025 ML Michael L CEOManagement Consulting, 11 - 50 employeesUsed the software for: More than 2 years. “They don’t understand the mission critical relationship between logging an activity and a related task generation.“ March 23, 2024 RB Rhys B Senior Product ManagerInformation Services, 11 - 50 employeesUsed the software for: More than 2 years. “It keeps our company organised and provides a bridge between client contact from different departments.“ March 24, 2026 LK Lou K OwnerInsurance, 2 - 10 employeesUsed the software for: Less than 6 months. “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.“ November 6, 2023 RS Rebecca S Product ManagerInformation Technology and Services, 11 - 50 employeesUsed the software for: More than 2 years. “It makes it really easy to store emails between teams to pick up work while members are away.“ February 24, 2025 Robert J CEOEducation Management, 2 - 10 employeesUsed the software for: 6-12 months. “It also is comparatively underpowered in the reports you can generate (even when you upgrade to the higher tiers that have additional reporting functionality).“ August 4, 2022 RB Rhys B Senior Product ManagerInformation Services, 11 - 50 employeesUsed the software for: More than 2 years. “I also like that you can upload a CSV of new oppurtunities.“ March 24, 2026 TN Thomas N OwnerInformation Technology and Services, 2 - 10 employeesUsed the software for: 1-2 years. “We also looked at Hubspot, but it was overly complex for our small business needs.“ June 29, 2022 ## Showing most helpful reviews Showing 1-25 of 167 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Robert J. CEO Education Management Used the software for: 6-12 months ### "A simple CRM that allowed us to hit the ground running" August 4, 2022 4.0 Overall I have been pleasantly surprised. I at first thought the system would be too underpowered for what we needed, but it has actually delivered on what we have needed and the simplicity of changing things has allowed us to easily experiment with our processes until we have things right. It has suited our small team very well - and I look forward to seeing how well it scales with us. Pros I like the simplicity of the system. It was very quick and easy both to setup (and make changes to) and then to use the system. It has been very easy to train new employees on. The system has some good power around workflows - which have helped us lock down our processes and helped new staff to follow them. It has a good integration with Xero which has saved us a lot of time and has just released an integration into a mail campaign tool (Transpond) which looks to be a nice added bonus. Cons The system doesn't have a document generation tool (so you need to generate invoices and quotes in a separate system). It also is comparatively underpowered in the reports you can generate (even when you upgrade to the higher tiers that have additional reporting functionality). You can export full data sets to CSV - so we have built what we needed in Excel, but it would be nice to have it saved as reports and visualisations in the system. There also isn't the flexibility around notifications that I am previously used to (and so we have had to adjust the workflows a little). Alternatives considered [Salesforce Starter](https://www.capterra.com/p/227088/Salesforce-Starter/) Reason for choosing Capsule The initial price point was cheaper for Capsule (about half the price of Salesforce) - and I and other key staff members of the team had experience of setting up Salesforce and found that there was just a lot more to do before you could start using the system (and another step change of work before you could start using it again). Review Source Response from Zestia August 9, 2022 Hi Robert, 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. We're so happy to hear that Capsule is helping your business and saving you time in a variety of ways. We've also taken onboard your feedback regarding document generation, reports and notifications. If anything should change on any of those fronts - you'll be the first to know. Regardless, we're very happy that you've been surprised by Capsule and look forward to helping your business scale in the future. LB Lombardiga B. Electrical Engineer Renewables & Environment Used the software for: 2+ years ### "My first choice for email marketing." December 20, 2024 4.0 The product has allowed us to efficiently create professional looking camping and provide reliable insights that enhance our decision making. Pros Capsule software allows to efficiently send email campings and track all campaign performance in real-time. Customizability of the software is very high. Cons Capsule software excels in most areas I have nothing to dislike. Switched from [Moosend](https://www.capterra.com/p/147042/Moosend/)[Apollo.io](https://www.capterra.com/p/158696/Apollo/) Our previous vendors did not meet our demand qualities. Review Source ML Michael L. CEO Management Consulting Used the software for: 2+ years ### "Could be great but it has a fatal flaw. " March 23, 2024 3.0 I am hoping that they will fix the above deficiency quickly or we have to change to a different app. Pros Simplicity. Price. It appeared to be the right product for the right price. Cons They don’t understand the mission critical relationship between logging an activity and a related task generation. It has to be done entirely manually with no auto reminders or follow-ups. It seemed like such a basic requirement that I didn’t even check for it. My bad. Switched from [Salesforce Platform](https://www.capterra.com/p/268338/App-Cloud/) Looking for simplicity and more compliance from marketing team. Review Source PR Peter R. Director Information Technology and Services Used the software for: 2+ years ### "wonderful Software for every business" November 20, 2020 5.0 The software is simple to use, it has a wide range of tools that you can use. However, the great thing you dont have to use all the features and they are hidden away, so they dont affect your everyday usage. Incredibly for this type of software and all the tools you can access, it is incredibly affordable for personal, small business or large companies. We really love the product Pros We have used this software for over five years. We used to use act and were reluctant to move to another provider. We moved because we could use the software on all forms of devices, anywhere in the world. The other great feature is that it is so simple to use, you hardly need any training at all Cons Actually we love it, so we dont really have anything negative to say Switched from [Act!](https://www.capterra.com/p/175860/Act/) We wanted to use the cloud and we wanted to use the software on our mobile devices. At the time Act wanted a large investment to do this and secondly the cloud offering was poor. We were recommended Capsule by a telesales lady who worked for us. When we saw the software it blew our minds and we could believe the low monthly charge to use it, so we ran the system alongside Act to see if it was capable of replacing Act. The result we made the switch, saved thousands of pounds on paying for updates and annual service charges. We would highly recommend this product, its excellent Review Source Response from Zestia November 24, 2020 Hi Peter, Chloe from Capsule here. Thanks for reviewing us! We're so happy to hear that Capsule has worked out for you! RH REBECCA H. Director Real Estate Used the software for: 6-12 months ### "Capsule Review" September 24, 2020 5.0 Pros Very easy to set up Easy and intuitive to use It is flexible enough so that it can be moulded around a requirement or purpose, even if that function isn't immediately obvious. The support staff are great at coming up with solutions and work arounds Support staff are very quick to respond. The close links with Mailchimp and Zapier are great and really easy to merge different systems. Cons You can't 'drag and drop' documents from the system to emails. There's no 'pre-opportunity' stage - i.e. no way of registering an interest in a product (linking a client and product or organisation) without it being a formal 'opportunity' - there needs to be a 'pre-opportunity' facility to ease admin in the system. There's no way of retaining a record of a meeting in the calendar. There's no one to stand behind my husband and remind him to record notes in the system! :-) 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 worked better for our requirements, customer support was personal and significantly better and the price was better. Review Source Response from Zestia October 16, 2020 Hi Rebecca, Chloe from Capsule here. Thanks for your review - I'll be sure to pass on your feedback to our team. As for the pre-opportunity problem, you could use a Case for that and then you can link that case to an Opportunity if it does move into the pipeline. That way you can have a clear record of it, but it isn't impacting conversion rates or anything like that. You can read more about Cases here: https://capsulecrm.com/support/projects-and-events/understanding-cases/. While you can't see your past tasks in the Calendar, you can go to the task list view and filter for completed tasks. Here you'll be able to see a list of everything that's been completed. While we can't put someone behind your husband and nudge him - you could set up a task for a certain time each day that recurs every week (5 recurring tasks), basically just as a prod to remind him to add notes? I hope that gives you some tips and if you need any extra support you can always reach out to us. 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. Peter M. Director Aviation & Aerospace Used the software for: 6-12 months ### "Best CRM I've ever used" November 4, 2020 5.0 Peace of mind for my business Pros Visual presentation of the data, ease of access, monthly subscription, data capture, project tracking, email link capability, mobile access. Cons The CRM had no functions that I disliked Alternatives considered [Act!](https://www.capterra.com/p/175860/Act/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[SugarCRM](https://www.capterra.com/p/231638/SugarCRM/) Reason for choosing Capsule All other products were too complex with difficult to set up daily interactions Review Source Response from Zestia November 10, 2020 Hi Peter, Chloe here from Capsule. Thanks for taking the time out to write a review about Capsule - we're really glad it's helping your business! VR Verified Reviewer Founder Design Used the software for: 2+ years ### "Essential tool for the small business owner" January 3, 2025 5.0 I use this to manage our entire sales process and delivery of all client projects as well. Our team loves it, it's simple to use and nicely designed. Pros Keeping track of sales and leads with automated tasks and follow up emails. Revenue forecasting. Detailed metrics for analyzing your sales process. Email templates. User permissions. The calendar view so you can see all team tasks alongside calendar events and deadlines. Cons I had to really think to come up with something! Review Source GM Gavin M. Director Education Management Used the software for: 1-2 years ### "Review of Capsule" January 9, 2025 4.0 Very good and very easy to use. Just for us we needed it to be more specific to our industry. Pros Very fast and clean system to work from. Great on mobile devices. Cons I think there could be a bit more development on creating bespoke fields more. Switched from [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Capsule offered more features than Hubspot Review Source Response from Zestia January 13, 2025 Hi there, Thanks so much for your review! It’s great to hear that Capsule has been both simple and clear to use and that you enjoy the experience via your phone, too. I’ve spotted you mentioned the need for bespoke fields - I wonder if our Custom Fields feature would come in handy here! To explain, this feature lets you store any unique information that applies to your records, there are even a few types to choose from (such as Text, List, Number and more). You can read all about them here: https://capsulecrm.com/support/setup-and-configuration/data-enrichment/ Could this help customise Capsule further for your company? Thanks! RS Rebecca S. Product Manager Information Technology and Services Used the software for: 2+ years ### "Easy to use and easy to customise" February 24, 2025 4.0 Very good, easy to use, easy to set up, does almost everything we need. Pros It makes it really easy to store emails between teams to pick up work while members are away. Pipeline sales tracking is really useful to keep track of sales prospectives, and we created a pipeline specifically for renewals as well to get a good overall picture of both. Custom tags can be added as well so we can personalise it to our product types. Cons The tags make it useful to track specific details about products, but it doesn't seem possible to use these tags when looking at sales forecasting, and splitting revenue by custom tags. This would be a great feature to make the forecasting more interactive and drill down into more detail. Review Source VR Verified Reviewer COO Consumer Goods Used the software for: Less than 6 months ### "A Good Starter CRM" January 14, 2025 4.0 Pros Capsule has a simple and intuitive Dashboard that makes it easy to navigate, create new leads and handle the projects and clients through different pipelines. Cons In my opinion, capsule lacks essential functionalities like a proper help of AI or deep automations to be considered by many more companies. 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 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. 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. 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? 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 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. 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? AH April H. Weddings Sales Hospitality Used the software for: 1-2 years ### "Lacked Calendar tool needed for us to be effective" May 5, 2022 3.0 It was an adequate tool but didn't fulfill enough of our needs for us to continue using the software. Pros 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. Cons 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. Review Source Response from Zestia May 16, 2022 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! LH Lizzie H. CEO Non-Profit Organization Management Used the software for: 2+ years ### "The views of a small business technophob" October 14, 2020 4.0 It is our company database so we use it many times a day. The experience has been good but I'd say that the fact it is reassuring basic will in the long term be an issue. Pros Capsule is very easy to use and for someone who hates complex tech it is reassuring straightforward Cons We haven't integrated the software with our other systems so we are probably missing a trick. What I like least is the fact that I do have to somethings twice. I probably need some coaching! Review Source Response from Zestia November 3, 2020 Hi Lizzie, Chloe here from Capsule. Thanks for taking the time to write a review. We're glad you're finding Capsule easy to use. Should you ever need help with integrations or to make sure you're getting the most of Capsule you can always read our support docs here: https://capsulecrm.com/support/ and don't hesitate to get in touch! VR Verified Reviewer Managing Partner Computer Software Used the software for: 2+ years ### "OK CRM for the Price " December 21, 2017 3.0 I have to have a CRM in place for my company to keep clients tasks organized. We manage hundreds of clients daily. Pros 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. Cons 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. Review Source MA Melanie A. Business Development Manager Plastics Used the software for: 2+ years ### "Efficiency of the CRM " January 4, 2023 4.0 Very beneficial for leads and following them up. Pros Ease of use and efficiency. Mainly use for sales enquiry follow ups. Cons Not being able to delete a contact once they had left the company Review Source Response from Zestia February 28, 2023 Hi Melanie, Chloe from Capsule here. Thanks for taking the time to write a review - we really appreciate that. We're so pleased to hear that you find Capsule easy to use and efficient. As for deleting contacts - if you delete the contact then the data recorded on that contact will be lost. Rather than deleting the contact you could add an 'Archived' tag to it. This way you can easily filter out archived contacts from your list. I hope that helps and we're glad you're seeing benefits from using Capsule in your sales process. CR Christopher R. CEO Marketing and Advertising Used the software for: 2+ years ### "Capsule is the most efficient CRM available" January 22, 2021 5.0 I use 17+ systems (one for each client) and it makes it so easy to track progress Pros Ease of use in tracking conversations, email and contacts Cons There are no cons to this software that I have identified Switched from [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Ease of use Review Source Response from Zestia January 27, 2021 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. 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. 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 ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Talk to a Capterra advisor for free and get results within 15 minutes.