Capsule Reviews

What do you like best about Capsule CRM?Easy search functions make it very easy to find information on customer data/product sales, as long as it is entered correctly to begin with :)What do you dislike about Capsule CRM?The inability to add a task to multiple staff members diarys in one task is annoying. If we have more than one member of staff involved with a task, we have to duplicate the task for every calenderWhat problems is Capsule CRM solving and how is that benefiting you?We use this for storing customer data and product SNs and setting reminders for renewals of software. Booking diaries for field sales visits and tracking of support cases.

What do you like best about Capsule CRM?It's simplicity. Ease of use. Clear access to tags, tracks, projects and opportunities. A great CRM for businesses who need a clear and concise way to see their clients.What do you dislike about Capsule CRM?Sometimes the updates made feel a bit clunky, it feels like things are added in or changes for no real reason, they are just updated names.What problems is Capsule CRM solving and how is that benefiting you?CRM system for my clients. One place to hold everything securely.

What do you like best about Capsule CRM?What I like most about Capsule CRM is its streamlined contact and project tracking for relationship-focused teams, which brings much-needed clarity to our busy commercial photography studio, Lumina Frame Studios. We’re a lean 11–50-person team with no dedicated in-house IT, and before adopting Capsule we managed e-commerce brand clients across separate spreadsheets, email threads, and cloud storage folders. Client shoot briefs, retouching revision notes, vendor payment terms, and shoot-date confirmations were scattered across tools, which made it easy to miss scope adjustments or critical pre-shoot requirements for product photography campaigns. What do you dislike about Capsule CRM? Recommendations to others considering Capsule CRM?The custom project fields and the linked contact timeline are the features I rely on every day. For each photoshoot project, I set up custom fields to track shoot location, product SKU counts, number of retouch rounds, and final deliverable deadlines. Every email exchange, client call note, and revision request is attached directly to the project timeline, so the full context stays in one place. Last quarter we ran an on-location apparel product shoot for a DTC fashion brand, and the client added new product styles two weeks before the scheduled date. I logged the scope change in Capsule’s project record and tagged our lead photographer and freelance retoucher, so everyone saw the update immediately—without a long chain of forwarded emails. Having this centralized record cuts roughly 6 hours each week that I used to spend digging through inboxes and shared drives just to pull up client shoot history for our production team. What problems is Capsule CRM solving and how is that benefiting you?

What do you like best about Capsule CRM?It's fantastically easy to use. Simple and effective and at an affordable price. Brilliant customer support, alsoWhat do you dislike about Capsule CRM?Nothing. There is no element of it that I has disappointed me, in six or seven years of useWhat problems is Capsule CRM solving and how is that benefiting you?It is putting all my customer contact details in one place, for easy retrieval

What do you like best about Capsule CRM?easy to use, specific to our industry, can easily edit and add in relevant parts. performs well, easy to link to emailWhat do you dislike about Capsule CRM?new AI seems unnecessary - feels like it was just put in as a tick boxWhat problems is Capsule CRM solving and how is that benefiting you?managing and holdingn info for specific projects and forecasting

What do you like best about Capsule CRM?I like the flexibility and customisation. I use the To Do lists every day, that is a huge feature for me, and being able to customise each card is great.What do you dislike about Capsule CRM?I dislike the fact you can use bold or underline or italics in notes on each card, that would be really helpful. Or even some sort of template tool for when you write notes on a card. I also wish that lists were more intuitive, so being able to create a call list much more easily.What problems is Capsule CRM solving and how is that benefiting you?It allows me to capture my leads and projects and to dos really well.

What do you like best about Capsule CRM?Track my sales pipeline and conversion - also stay in touch with my prospects and customersWhat do you dislike about Capsule CRM?I wish I could integrate it fully with Mailchimp and utilise that side more.What problems is Capsule CRM solving and how is that benefiting you?I don't have to think about what sales activity I need to do or who I need to follow up with - because it's all tracked in my CRM.

What do you like best about Capsule CRM?.SIMPLE TO USE BUT VERY EFFECTIVE WITH POSITIVE RESULTSWhat do you dislike about Capsule CRM?The back button doesn't return you to the exact spot you were in previouslyWhat problems is Capsule CRM solving and how is that benefiting you?Recording and monitoring progress simply allows us to convert more

What do you like best about Capsule CRM?I use Capsule CRM as our company address book and sales funnel tool, and it's been fantastic. I love the sales pipeline page; it's the first thing I check to assess how our sales funnel is developing. It helps me forecast likely income and ensures nothing gets missed or stale due to lack of contact. Capsule CRM looks good, is user-friendly, and is quick. I can't recall any downtime or it ever being offline. Also, it's crazy and quick to get started, and our use has grown over the years.What do you dislike about Capsule CRM?Nothing comes to mind.What problems is Capsule CRM solving and how is that benefiting you?Capsule CRM centralizes our client and sales data, allowing us to manage the sales funnel with opportunity tracking and team tasks. It gives me visibility into all client interactions across the sales pipeline.

What do you like best about Capsule CRM?I like how easy it is to track all my interactions with our clients within a project. Makes it quick to go back and refresh my memory.What do you dislike about Capsule CRM?Nothing that comes to mind. Quick and easy to navigate.What problems is Capsule CRM solving and how is that benefiting you?Capsule