Capsule

Pretty good.

Kommentare: Overall experience was positive. It's a solution that I recommend to people.

Vorteile:

What initially attracted us to this CRM was its cost effectiveness. I was impressed by how easy it was to deploy and run. The mobile app was pretty solid, easy to use and probably better or on par with some of the other (more expensive) CRM apps I've used. ~Capsule also had a decent project management function.

Nachteile:

I think we had some trouble when trying to connect to Mail Chimp. From memory it took a long time to get it right.

In Betracht gezogene Alternativen: Zoho CRM und Salesforce Sales Cloud

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

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

In Betracht gezogene Alternativen: Pipedrive, Sendinblue, monday.com und HubSpot CRM

Gründe für den Wechsel zu 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.

Lacked Calendar tool needed for us to be effective

Kommentare: It was an adequate tool but didn't fulfill enough of our needs for us to continue using the software.

Vorteile:

I found the software easy to use and fairly intuitive for the everyday user. It managed leads adequately and allowed me to find my information easily.

Nachteile:

We needed a tool that would allow us to easily track booked events on a calendar and see trends of inquiries for specific dates. Capsule lacked an effective calendar tool to help us manage leads by date which made it ineffectual for us.

An excellent tool for the small SME

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

Vorteile:

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

Nachteile:

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.

wonderful Software for every business

Kommentare: 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

Vorteile:

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

Nachteile:

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