Capsule CRM

Very simple and easy to use, yet really nice functionality and customization features. The team is great with customer service as well.

Cancel is very easy to use. The screens are intelligible and clean. It’s easy to find what you need quickly. And even in the phone it’s easy to sort and filter with quick views that make navigation simple. I always have the date I need right at my fingertips. I also love the flexibility of their design architecture. I can add notes to cases and people and organizations. I can keep my pipeline separate from my case notes. And the more I use it, the more clear my best case scenarios for my own personal workflow become. There are a couple little things I’d like to see added to the app, like administration of tags and categories from inside the app instead of having to go to the website. It would be nice to be able to add those things on the fly as needed. But overall, still very usable. Very simple. Makes life easier. I am a stickler on software and am not easy to please, and i really appreciate this tool!

I have been using Capsule for many years and love it as 3 sales people work together very well. The new quickbooks integration makes it easy for the team to see what is pais and what not and payments seem be to faster. Love it!!! Thank you Capsule and quickbooks for working together.

I’ve been using Capsule for probably 8 years now and I still love it as much as when we started with it. There wasn’t and isn’t a crm that fit my small business needs exactly and with capsule I am able to create custom fields so easily as needed. It has made my life so much easier to track everything with my clients, to the point where I no longer was pulling their paper files. I can access their entire file and all notes, emails, etc in one place, from anywhere I can get on the internet. It is an invaluable tool and I couldn’t imagine using anything else! I highly recommend it!

It would be nice to see a version for iPad in the future, when using it on a tablet the screen size is narrow and the UI was clearly not configured for this. Otherwise I would give it five stars.

This is a missing feature that would make it easier to be reminded and alerted of upcoming events and tasks.

I rarely access from my devices but I roll at the office from the desktop. Been using for 4 years and built a successful insurance business using Capsule. One of my staff calls it “pill”. For the logo not the program. Does everything I need and does it for a fair price. I’m a fan

Bar far, the best contact management, pound for pour, available. Easy to use, efficient, and consistently improved. Great service from happy seeming folks. Tony B.

I own a small business and trying to keep track of customers, potential customers, and my calendar is a challenge. I originally downloaded Salesforce "which is great" but being a smaller business (Staff of 8) Salesforce was just way more complex than we needed. Capsule has all the info you need to track everything you need without being overly complex!

I just took the update and love the new calendar layout for the task list. It’s so much easier to digest than the old layout!