Ease and productivity is Capsule CRM's thing!
January 24, 2020

Ease and productivity is Capsule CRM's thing!

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Capsule CRM

Capsule CRM was suggested to me by a friend this year and so far, we love it! This is only the second CRM system I have used and was pleasantly surprised at how easy it is to understand integrate it with G Suite. The big seller for us is that it's FREE for 250 people or less. A lot of our clients are small businesses or non-profits, so this is a great tool as you're building your network.

Pros

  • Price: free for 250 people or less.
  • Easy to use.

Cons

  • Deleting files to free up space is difficult to do.
  • Add reminders like birthdays or donorversarys.
  • Simplified our relationships and customer management experiences.
  • Add task reminders and opportunities to specific individuals or groups.
We simply could not afford to use the other platforms and felt this was the best choice for now! And, we're really happy with our decision because it includes everything we had wanted, and at a better price. We refer a lot of clients to this product and train them on how to use it. Once their business grows they usually upgrade to the paid version.
If you are looking for something that is free or cheap, then Capsule CRM is great! However, if your budget is more robust, I recommend a more well-rounded CRM tool. Capsule CRM is an amazing value for your money but lacks features larger non-profits or service companies would want like donor managed profiles.

Capsule CRM Feature Ratings

9.3
Customer data management / contact management
9
Workflow management
10
Territory management
8
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
9
Quote & order management
9
Interaction tracking
10
Channel / partner relationship management
10
7.3
Case management
7
Call center management
7
Help desk management
8
8.0
Lead management
8
Email marketing
8
9.3
Task management
10
Billing and invoicing management
9
Reporting
9
6.3
Forecasting
7
Pipeline visualization
6
Customizable reports
6
9.5
Custom fields
10
Custom objects
10
Scripting environment
10
API for custom integration
8
9.5
Role-based user permissions
9
Single sign-on capability
10
6.0
Social data
6
Social engagement
6
6.0
Marketing automation
6
Compensation management
6
10.0
Mobile access
10

Comments

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