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En savoir plus sur Capsule

Capsule de Zestia est une application CRM dans le cloud qui permet aux PME de suivre les personnes et les organisations avec lesquelles elles travaillent, ainsi que leurs interactions et opportunités au sein du pipeline de...

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Évaluations des fonctionnalités

Rapport qualité-prix
4,6
Fonctionnalités
4,3
Simplicité
4,6
Support client
4,5

Parcourir les avis sur Capsule

152 avis sur 152
Classer par :
Jeff
  • Secteur d'activité : Impression
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
4
Simplicité
5
Support client
s/o

5
Publié le 21/07/2022

One of the applications I run my business on

This is one of three applications that I am in daily. I couldn’t have grown my business without it.

Avantages

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.

Inconvénients

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.

Réponse de Zestia

Hi there Jeff,

Chloe from Capsule here. Thanks for taking the time to write a review - we really appreciate it. We're so glad to hear Capsule gives you the flexibility you need to track tasks and interactions. We're sorry we don't have better news on attaching the same individual to multiple organisations but we're happy to hear that it's helped you grow your business anyway.

Répondu le 09/08/2022
Jesse
  • Secteur d'activité : Médias en ligne
  • Taille de l'entreprise : Auto-entrepreneur
  • Logiciel utilisé tous les jours pendant 6 à 12 mois
  • Provenance de l'avis
Rapport qualité-prix
4
Fonctionnalités
5
Simplicité
5
Support client
s/o

5
Publié le 16/12/2021

Capsule is simple to use and just the right number of features

I've been using Capsule for several months and I am very happy. Occasionally I try other apps just to see, but none of them are as easy to use. Capsule feels like a gem of a CRM in a field crowded with lots of apps. If you need reminders of who to follow up with and when, Capsule does that really well—and can grow with you as you grow. Next year I'll likely need to upgrade from the free level, and I'll gladly do so.

Avantages

As a service provider I have a lot of contacts to track. I tried several CRMs (Hubspot, Monday, etc) but none were as simple to use as Capsule. I had basic needs: track new contacts and set reminders to follow up. While other apps had those features alongside dozens of other tools, Capsule made it very easy to start tracking and reminding right away. And that's on a free level!

The Gmail extension works really well and makes adding tasks quick and easy.

Inconvénients

If I was nitpicky, I'd say maybe a more modern design. But it's not strictly utilitarian, and it's simplicity makes it easy to do what I need.

Alternatives envisagées 

Pipedrive, Sendinblue, monday.com et HubSpot CRM

Pourquoi passer à Capsule

Other CRMs were pretty complicated for what I needed. I first tried Hubspot, but I was lost in all the features. All I needed to do was set reminders to follow up with people. While the other CRMs do that, it felt like I had to swim through a dozen other features to get there. I was able to start using Capsule immediately and knew exactly what to do. And with the Gmail extension, it's even simpler.

Réponse de Zestia

Hi Jesse,

Chloe here from Capsule. Thanks for taking the time to write a review - that's really going to help other people considering Capsule. We're happy to hear that you're finding Capsule so easy to use, especially compared to alternatives you considered and that it's helping you to do what you need to.

Répondu le 11/01/2022
Taryn
  • Secteur d'activité : Gestion d'organisme à but non lucratif
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé Autre pendant 6 à 12 mois
  • Provenance de l'avis
Rapport qualité-prix
4
Fonctionnalités
3
Simplicité
3
Support client
5

3
Publié le 22/09/2020

Not Ideal for a Charity CRM

I think it is a fine program that didn't suit the needs of a national charity.

Avantages

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.

Inconvénients

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

Réponse de Zestia

Hi Taryn,

Chloe here from Capsule. Thanks for taking the time to review us, we really appreciate the feedback. While we do have a number of charities using Capsule we understand it isn't the right fit for everyone - we're happy you've found another solution that works for you!

Répondu le 01/10/2020

Les meilleures alternatives à Capsule

Peter
  • Secteur d'activité : Services et technologies de l'information
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
5
Simplicité
5
Support client
5

5
Publié le 20/11/2020

wonderful Software for every business

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

Avantages

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

Inconvénients

Actually we love it, so we dont really have anything negative to say

Réponse de Zestia

Hi Peter,

Chloe from Capsule here. Thanks for reviewing us! We're so happy to hear that Capsule has worked out for you!

Répondu le 24/11/2020
REBECCA
  • Secteur d'activité : Immobilier
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé tous les jours pendant 6 à 12 mois
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
5
Simplicité
5
Support client
5

5
Publié le 24/09/2020

Capsule Review

Avantages

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.

Inconvénients

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 envisagées 

Zoho CRM et HubSpot CRM

Pourquoi passer à Capsule

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

Réponse de Zestia

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.

Répondu le 16/10/2020
Dave
  • Secteur d'activité : Formation professionnelle et coaching
  • Taille de l'entreprise : Auto-entrepreneur
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
4
Simplicité
5
Support client
4

5
Publié le 07/09/2020

Simple and Functional

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.

Avantages

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

Inconvénients

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

Alternatives envisagées 

Zoho CRM et HubSpot CRM

Pourquoi passer à Capsule

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

Réponse de Zestia

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 [email protected] and we can investigate further.

Répondu le 14/09/2020
Sheron
  • Secteur d'activité : Assurance
  • Taille de l'entreprise : Auto-entrepreneur
  • Logiciel utilisé toutes les semaines pendant plus de deux ans
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
5
Simplicité
5
Support client
5

5
Publié le 23/11/2020

Great Easy To Use Affordable CRM

I have been using Capsue since 2017 and to date I have had no issues with the software even it was updated.

Avantages

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.

Inconvénients

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

Réponse de Zestia

Hi Sheron,

Chloe from Capsule here. Thanks for taking the time to write a review about Capsule. We're glad to hear you're finding Capsule easy to use and love its features. You might be happy to hear that you can search phone numbers in the app. You can find out more about that here: https://capsulecrm.com/support/mobile-apps/capsule-mobile-app/#how-to-use-contacts-in-the-mobile-app. Also, if you have an iPhone we do have CallerID in the app. The Caller ID feature will display your Contact's name so you'll never need to guess who is on the other end of the incoming call - you can find out more information about Caller ID here https://capsulecrm.com/support/mobile-apps/capsule-mobile-app/#caller-id. I hope that help you out.

Répondu le 15/12/2020
Reuben
  • Secteur d'activité : Services et technologies de l'information
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
4
Simplicité
5
Support client
3

4
Publié le 26/04/2017

Bang-for-buck the best CRM for Xero

Avantages

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

Inconvénients

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

David
  • Secteur d'activité : Santé, bien-être et fitness
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé toutes les semaines pendant 6 à 12 mois
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
4
Simplicité
5
Support client
4

4
Publié le 12/06/2022

Thoughts and opinions on Capsule CRM

The Free CRM segment of this market is flooded with products which promise a lot but deliver very little - then attempt to extort money for what was billed as a free service. Capsule's most redeeming feature is that it works and it really is free to use - integrity like this is a BIG plus for a business like ours.

Avantages

I like the fact that it's very easy to set up. Adding new contacts and their respective organizations is swift and seamless. What I like most about Capsule is that it is a proper CRM system which is made available to small businesses free of charge - when we've grown enough to warrant spending money on CRM - Capsule has already crossed the finishing line.

Inconvénients

There are some GUI flaws which make navigation a little difficult, but these are merely tweaks to what is a robust and simple-to-use system.

Réponse de Zestia

Hi David,

Chloe from Capsule here. We're really pleased to hear that you're enjoying using Capsule and that it's helpful for your business.

Répondu le 20/06/2022
Murray
  • Secteur d'activité : Formation professionnelle et coaching
  • Taille de l'entreprise : Auto-entrepreneur
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis
Rapport qualité-prix
4
Fonctionnalités
3
Simplicité
5
Support client
s/o

4
Publié le 03/11/2018

Simple, easy to use CRM software

Capsule is a really simple, straightforward CRM for small businesses. It's reasonably good value for money, easy to use, and very useful for tracking your sales, customers and prospects.

Avantages

Intuitive UI
Easy to use
Uncomplicated
Email dropbox

Inconvénients

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.

Bill
  • Secteur d'activité : Services et technologies de l'information
  • Taille de l'entreprise : Auto-entrepreneur
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
5
Simplicité
5
Support client
4

5
Publié le 14/09/2018

Quick to set up and start getting results

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!

Avantages

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.

Inconvénients

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.

Paula
  • Secteur d'activité : Automobile
  • Taille de l'entreprise : 11–50 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
5
Simplicité
5
Support client
5

5
Publié le 02/10/2020

Easy to use and great for quote tracking

Excellent thank you

Avantages

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.

Inconvénients

I don't understand what the cases are??

Réponse de Zestia

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?

Répondu le 03/11/2020
Mark
  • Secteur d'activité : Sports
  • Taille de l'entreprise : 11–50 employés
  • Logiciel utilisé tous les jours pendant plus d'un an
  • Provenance de l'avis
Rapport qualité-prix
s/o
Fonctionnalités
4
Simplicité
3
Support client
5

5
Publié le 22/03/2021

Needed convincing to use Capsule, but no a convert!

Avantages

Honestly, I was sceptical about using Capsule when it first came along. I couldn’t see how tracking tasks or cases could benefit my work. I saw it as another thing I had to do, day to day. I thought the main reason for getting it was to track the relationships, conversations and connections between partners. Since I’ve been using Capsule, I’ve found it really useful for those things. I can check who and what people have been talking to partners about and I can use it to track my own conversations with partners. It’s like creating a story of those relationships. I still don’t use the tasks or cases, but maybe that will come at some point

Inconvénients

As above.
In addition, I would like a feature where you can search for a contact and then add them to a list without having to create a task or tag. That would be good.

Réponse de Zestia

Hi Mark,

Chloe from Capsule here. Thanks for writing a review. We're glad that we've won you over and that you're finding Capsule useful. Also, thanks for your suggestion about searching and adding contacts to lists - I've added you as a +1 for this feature request.

Répondu le 06/04/2021
Utilisateur vérifié
  • Secteur d'activité : Gestion d'organisme à but non lucratif
  • Taille de l'entreprise : 11–50 employés
  • Logiciel utilisé tous les jours pendant 6 à 12 mois
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
4
Simplicité
5
Support client
s/o

5
Publié le 03/05/2019

Relatively Robust, and Affordable!

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.

Avantages

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.

Inconvénients

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.

Graham
  • Secteur d'activité : Marketing et publicité
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé tous les jours pendant 1 à 5 mois
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
4
Simplicité
5
Support client
5

5
Publié le 14/08/2020

A really great CRM

FANTASTIC!

Avantages

Basically I LOVE it as it is so easy to use, the drag and drop on the Calendar (for those times when you just can't get it all done on the day) is so very useful.

Inconvénients

I may be asking too much (or maybe not using it as I could) but I would love to be able to track a work on a project after the deal has been won, a sort of mini project management facility. I may be able to do this with the software as it is - to be honest I am still learning how to use it - but if it were there it would help. But that's me wanting to improve on excellence!

Réponse de Zestia

Hi Graham,

Thanks for writing a review - we're glad you like Capsule. Just wanted to jump in and offer you some ideas for post-sale. You might like to create a Case. Cases are essentially a storage area for everything to do with a particular project or event. We have a support doc that covers Cases in more detail here https://capsulecrm.com/support/projects-and-events/understanding-cases/. You could create a Case for each won Opportunity as a way of keeping everything to do with a particular project together, whether this be notes, files or emails. The great thing with Cases is they can be linked directly to an Opportunity so it's really clear which Opportunity a Case relates to. Do you think Cases could work well for you? If not you might also want to look in to Tracks. Tracks are a sequence of tasks to be completed, which could work really well if you tend to carry out the same post sale actions as they could help to streamline your workflow.

Répondu le 14/09/2020
Nicky
  • Secteur d'activité : Vente en gros
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
4
Simplicité
4
Support client
5

5
Publié le 25/01/2022

An excellent tool for the small SME

We have been using it for over five years and it is invaluable to us as a resource in managing the business.

Avantages

Ease of use, especially the mobile app which you can update and access easily when on the move.

Inconvénients

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.

Réponse de Zestia

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 [email protected] and they'll add that as a feature request against your account?

Répondu le 03/02/2022
Prathamesh
  • Secteur d'activité : Urbanisme et architecture
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé tous les jours pendant 1 à 5 mois
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
4
Simplicité
5
Support client
s/o

5
Publié le 09/04/2021

A complete CRM with Easy to Use and Simplicity.

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.

Avantages

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.

Inconvénients

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.

Réponse de Zestia

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.

Répondu le 28/04/2021
Utilisateur vérifié
  • Secteur d'activité : Équipements publics
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
5
Simplicité
5
Support client
5

5
Publié le 04/01/2022

Perfect CRM Tool

Capsule are a great company to deal with. They will come back to you very quickly will always go that extra mile to help you use the software and are genuinely nice people to deal with

Avantages

This software is easy to set-up and use and will aid your business and its professionalism.

Inconvénients

We love this product and have no negatives about it ease of use or all round compatibility.

Réponse de Zestia

Hi there,

Chloe from Capsule here. Thanks for taking time out of your day to write a review. We're happy to hear that you find Capsule easy to use and get started with. I'll certainly share your kind comments about Capsule with the rest of the team.

Répondu le 11/01/2022
Louise
  • Secteur d'activité : Bureau exécutif
  • Taille de l'entreprise : Auto-entrepreneur
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis
Rapport qualité-prix
s/o
Fonctionnalités
5
Simplicité
5
Support client
s/o

5
Publié le 16/03/2021

Capsule really works for me

Avantages

Its so easy to use and its simplicity really helps me to save time

Inconvénients

The only thing is that sometimes the contacts are duplicated when I add in an organisation

Réponse de Zestia

Hi Louise,

Chloe here from Capsule. Thanks for taking the time out to write a review. We're glad that you find Capsule easy to use and that it's helping you to save time. If you need any support with duplication of contacts then feel free to reach out to us at [email protected]

Répondu le 23/03/2021
Utilisateur vérifié
  • Secteur d'activité : Logiciels
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis
Rapport qualité-prix
4
Fonctionnalités
3
Simplicité
4
Support client
4

3
Publié le 21/12/2017

OK CRM for the Price

I have to have a CRM in place for my company to keep clients tasks organized. We manage hundreds of clients daily.

Avantages

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.

Inconvénients

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.

Utilisateur vérifié
  • Secteur d'activité : Services et technologies de l'information
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé toutes les semaines pendant 6 à 12 mois
  • Provenance de l'avis
Rapport qualité-prix
4
Fonctionnalités
4
Simplicité
4
Support client
5

4
Publié le 27/04/2018

Simple and smart CRM solution for startups!

Avantages

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.

Inconvénients

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.

Utilisateur vérifié
  • Secteur d'activité : Logiciels
  • Taille de l'entreprise : 11–50 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
5
Simplicité
5
Support client
5

5
Publié le 08/11/2018

The perfect CRM for start ups and fast growing SMBs

Capsule is one of the cornerstones of our sales organisation.

Avantages

Good value for money, quick setup, reasonably customizable, easy to use. Good integration with G-Mail and Mailchimp.

Inconvénients

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.

SAMUEL
  • Secteur d'activité : Vente en gros
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
5
Simplicité
5
Support client
5

5
Publié le 04/01/2021

Founder

Very happy

Avantages

Tasks, Mobile friendly, team management

Inconvénients

I like it all, easy to use it. Mobile friendly

Réponse de Zestia

Hi Samuel,

Chloe from Capsule here. Thanks for taking the time to write a review. We really appreciate that. It's great to see that you're finding Capsule helps with team management and that it's mobile-friendly too.

Répondu le 11/01/2021
Jessica
  • Logiciel utilisé tous les jours pendant 6 à 12 mois
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
4
Simplicité
5
Support client
5

5
Publié le 03/11/2016

Fantastic & Simple

We started using Capsule about a year ago and are very pleased with it! Over time we were able to really adjust the softwares capabilities to our business process which has helped to streamline our efficiency. Our employees enjoy how simple and straight forward it is too. The capsule customer service team is always very helpful, quick to answer questions and very friendly. We have also suggested some features we would like to see and they are very receptive of that. It seems as though they are constantly working towards improving!

Avantages

Very simple! Easy to learn.

Inconvénients

Changing some of the fields to be customized would be great! There is a way to add custom fields but it would be nice to edit some of the already existing ones to be able to use our 'lingo' instead.

ASHISH
  • Secteur d'activité : Marketing et publicité
  • Taille de l'entreprise : 11–50 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis
Rapport qualité-prix
4
Fonctionnalités
4
Simplicité
5
Support client
4

4
Publié le 07/12/2019

user review

good for a startup to small size business.
not sure if it would stretch to bigger business due to limited functionality

Avantages

easy to use
exportable data to finance package

Inconvénients

limited usage
not multicurrency
not all data can be exported to accounts package from capsule

152 avis