Capsule Erfahrungen

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.

Vorteile

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.

Nachteile

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! :-)

In Betracht gezogene Alternativen

Zoho CRM und HubSpot CRM

Gründe für den Wechsel zu Capsule

it worked better for our requirements, customer support was personal and significantly better and the price was better.

Vorteile

I think you you were using this software for school or a business that required registration of sorts it might be ideal but the marketing features were not strong enough for us. We used the program for 1 year and then switch over that had a better UX, marketing integration and that automatically process tax receipts.

Nachteile

The UX wasn't great. It wasn't intuitive for our team.

Vorteile

It is incredibly easy to set up, very simple to use and I like it's integration with Xero.

Nachteile

Sending email from the system get stored in dropbox, not ideal if you don't use dropbox

In Betracht gezogene Alternativen

Zoho CRM und HubSpot CRM

Gründe für den Wechsel zu Capsule

it was the easiest to use and the price point was great.

Vorteile

Easy to use. Price. Date Stamp. Search by name, keyword or phone number. You can up load documents to a specific contact. You can separate contacts using tags. Notes easy to edit. Beginner friendly. Generous Free account. It has an app that syncs perfectly with the online account.

Nachteile

So far the online has everything I need. I have no complaints. The app could add search by phone number. It would help when a client calls I could search the phone number and address them by name if they are found in my CRM the same way I do when working from my lap top from home

Vorteile

We really like the interface and how it is organised.
Best feature is the gmail integration.

Nachteile

Im hoping that we can connect a certain gmail contact and automatically have every new email/conversation feed into the same contact on capsule.

Vorteile

It's intuitiveness is certainly my biggest positive. To be able to get the system up and running quickly and efficiently is a massive plus point. It keeps me focussed on what I need to do daily and it has yielded results.

Nachteile

If I'm being picky I would like the ability to turn some features off. For example I don't use cases so I'd prefer if it just wans't there but it's a minor point.

In Betracht gezogene Alternativen

Pipedrive

Gründe für den Wechsel zu Capsule

I wanted a bit more historical data and the ability to set reminders and plan a sort of workflow. That wasn't available in Pipedrive.

Vorteile

Capsule does everything a CRM should:
- All of your organisation and contact information in one place
- Heaps of available integrations including MailChimp and Xero
- Mobile app for capturing new leads
- Customisable opportunity management
- Customisable case (ticket) management
- Email integration makes tracking email correspondence easy
- Custom fields allow you to update your

Nachteile

Capsule has several weaknesses you should be aware of:
- The opportunity management is customisable but fairly basic. Its great if you currently have no visibility of your pipeline, stages, value, probability or timeframes. There are apps out there that do these features better but not with all the other great stuff Capsule can do at the same price point.
- Capsule is not a marketing automation tool but will help with your marketing
- Capsule is not a sales pipeline tool but will improve your pipeline visibility
- Capsule is not an email client
- Capsule is not your accounts receivable management tool but will improve your collections

Vorteile

Ease of use and efficiency. Mainly use for sales enquiry follow ups.

Nachteile

Not being able to delete a contact once they had left the company

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.

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

I don't understand what the cases are??

Vorteile

Fairly easy to use along with the cheap cost

Nachteile

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.

Vorteile

Ease of use in tracking conversations, email and contacts

Nachteile

There are no cons to this software that I have identified

Vorteile

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.

Nachteile

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.

Vorteile

I love how easy it is to complete just about any task imaginable. I make a LOT of notes for my customer accounts, and I love how each note can have any number of file attachments to them, but all the attachments for ALL the notes are also kept in a different area. Being able to integrate with my Google Apps account is a BIG plus, as is the ability to have emails I send instantly saved to customer records without me doing anything. Creating custom fields is also a breeze and makes my life a lot easier.

Nachteile

I really don't like the huge gap between a free account and a professional account. They need to increase storage limits AND create a plan between free and professional price points for smaller businesses. This is what really holds me back from doing more with this software, and keeps me in the market for different software constantly.

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,

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.

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!

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

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.

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.

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.

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.

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).