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- Secteur d'activité: Santé, bien-être et fitness
- Taille de l'entreprise: 2-10 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
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Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Probabilité de recommander le produit 10.0 /10
Great CRM for Contacts, Tasks, Opportunities and pipelines
Publié le 07/12/2019
Really good Customer, Prospect and Lead management solution
Reminder to contact
Management of team tasks, and assignment to team members
Avantages
Simple contact and account management, link task reminders to contacts and or opportunities.
Integration with GMail etc, Xero, MailChimp
Inconvénients
Mobile app could be a litte more user friendly, it would be great to automatically add a follow-up task when you close one. But these are both really minor issues in the grand scheme!
- Secteur d'activité: Services et technologies de l'information
- Taille de l'entreprise: 2-10 employés
- Logiciel utilisé tous les jours pendant plus d'un an
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
Capsule CRM - great product
Publié le 29/06/2022
The ability to track your sales pipeline and customize the stages and categories has been the most valuable part.
Avantages
Capsule CRM is great for a small business CRM. We use it primarily for contact management and sales pipeline tracking. We love the Outlook integration so that it stores your email activity. Also, the ability to customize your own categories for contacts, customers and the stages of your sales cycle -- all of this is great.
Inconvénients
I don't really use the calendar feature, but that's not to say it wouldn't be useful if someone wanted that option.
I think the only potential drawback some may have is that Hubspot has their free version, which has some similar functionality to Capsule CRM. However, what is GREAT about Capsule is its simplicity. We also looked at Hubspot, but it was overly complex for our small business needs.
Réponse de Zestia Traduire en français
Hi Thomas,
Chloe from Capsule here. Thanks for taking the time to write a review. We're so glad to hear that Capsule suits your needs and is helping you to manage your sales efficiently.
- Secteur d'activité: Hôtellerie
- Taille de l'entreprise: 11-50 employés
- Logiciel utilisé tous les jours pendant plus d'un an
-
Provenance de l'avis
Note globale
- Simplicité d'utilisation
- Probabilité de recommander le produit 5.0 /10
Lacked Calendar tool needed for us to be effective
Publié le 05/05/2022
It was an adequate tool but didn't fulfill enough of our needs for us to continue using the software.
Avantages
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.
Inconvénients
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.
Réponse de Zestia Traduire en français
Hi there April,
Chloe from Capsule here. We're glad you found Capsule easy to use and helped you manage leads well. We're sorry to hear that in this case Capsule didn't quite fit your needs - thanks for giving us a try!
- 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
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
The best CRM money can buy
Publié le 01/11/2021
excellent, anyone can use capsule and not just the super techies
Avantages
The client management, and the ability to keep things easy to use and not over complicate day to day activities
Inconvénients
The search bar feature could be improved as search key words rather than phrases
Réponse de Zestia Traduire en français
Hi Eduardo Joel,
Chloe from Capsule here. Thanks for taking the time to write a review. Also, thanks for submitting your feedback regarding the search bar - I'll be sure to add your name against this as a feature request. Above all though, we're so glad to hear that you're finding Capsule easy to use.
- Secteur d'activité: E-learning
- Taille de l'entreprise: 11-50 employés
- Logiciel utilisé tous les jours pendant 6 à 12 mois
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Probabilité de recommander le produit 8.0 /10
A CRM for startups - everything you need and nothing you don’t
Publié le 05/01/2020
Avantages
It is a highly customizable software CRM. Track every interaction with stakeholders using the web app, email plugins, and most importantly the iOS app! The app uses the cloud based client database as a sort of substitute for your phone’s address book, phone dialer, and portal to add client interactions. Best mobile app for a CRM platform!
Inconvénients
It can be tricky linking interactions with multiple stakeholders.
Réponse de Zestia Traduire en français
Hi Chloe here from Capsule. Thanks for your review of Capsule and your support - we're really glad you like the mobile app. As for linking interactions with multiple stakeholders, if we can understand a little more about how you want interactions linked we may be able to offer some options or understand whether there are some ways we can amend Capsule. If you can write to us directly at [email protected] then our support team will be able to help you out.
- Secteur d'activité: Gestion de l'enseignement
- Taille de l'entreprise: 2-10 employés
- Logiciel utilisé tous les jours pendant plus d'un an
-
Provenance de l'avis
Note globale
- Simplicité d'utilisation
- Probabilité de recommander le produit 10.0 /10
Why I Acquired Capsule
Publié le 06/06/2022
My management of clients has improved dramatically.
Avantages
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
Inconvénients
I have not come across any to date, including webcam training , on line documentation
Réponse de Zestia Traduire en français
Hi there Graham,
Chloe from Capsule here. It's great to hear that you have found Capsule really easy to use and when you've needed to use them, the support documents have helped you out.

- Secteur d'activité: Services et technologies de l'information
- Taille de l'entreprise: 11-50 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
-
Provenance de l'avis
Note globale
- Simplicité d'utilisation
- Probabilité de recommander le produit 9.0 /10
Nice Cloud Directory Platform
Publié le 03/01/2019
Avantages
-Easy to use and navigate
-Custom tags for customers
-Phone app for iOS work well
Inconvénients
-Importing contacts from office 365 or Gsuite would be handy
-Had an issue with Android app where it took nearly 10 minutes syncing the contacts when I tried to open the app, I needed the information asap as I was stranded outside an office which was inconvenient
- Secteur d'activité: Gestion d'organisme à but non lucratif
- Taille de l'entreprise: 2-10 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
Great to get back to Capsule
Publié le 21/08/2022
One of relief. It works and it works well and has plenty of flexibility
Avantages
I used Capsule maybe 5 years ago managing my own small client base. Now I'm working with a small non-profit that has 100s of contacts we need to manage and track. After trying a couple of the biggies I was so glad to get back to Capsule! It's even better than I remember
Inconvénients
I want a magic genie that will enter all my data while I take a nap!
Réponse de Zestia Traduire en français
Hi Anne,
Chloe from Capsule here. Thanks for taking the time to write a detailed review - it really helps our team when we receive first-hand feedback as well as helping other business owners figure out if it's right for them. We're so happy to hear that you had a great experience with Capsule first time around and chose Capsule to help you manage and track contacts with the non-profit. We're very happy to hear that it's better than you remember it!
- Secteur d'activité: Formation professionnelle et coaching
- Taille de l'entreprise: 2-10 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
Go for it and keep track of all your contacts for years!
Publié le 22/10/2020
Avantages
Ease of use and complete history of all my contacts over years.
Inconvénients
Nothing I can think of. So keep this up!
Réponse de Zestia Traduire en français
Hi Mauk,
Chloe from Capsule here. Thanks for writing a review - we're happy that you find Capsule easy to use and that it helps you to keep track of your contacts!
- Secteur d'activité: Informatique et sécurité réseau
- Taille de l'entreprise: 11-50 employés
- Logiciel utilisé tous les jours pendant plus d'un an
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Probabilité de recommander le produit 8.0 /10
Capsule CRM !!!
Publié le 14/08/2018
Overall awesome experience
Avantages
- Excellent tool for managing sale leads
- Easy to use GUI
- Easy customer communication tracking with leads
- Task delegation to team
- Easy sale pipelines management
- Integration with help desk portals
- Integrations with G Suite
Inconvénients
- No integration with Office 365
- No mass mailouts in capsule for marketing purpose
- Free trail requires credit card which isn't good
- Secteur d'activité: Santé, bien-être et fitness
- Taille de l'entreprise: 501-1 000 employés
- Logiciel utilisé toutes les semaines pendant plus d'un an
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Probabilité de recommander le produit 7.0 /10
A simple but powerful CRM platform
Publié le 14/08/2021
Avantages
The one thing I like the most about Capsule is its simplicity. It might not have all the "bells and whistles" that other CRM platforms have but it does its job.
The sales pipeline, for example, it is very good because it is intuitive and gives you the key information you need for lead generation and sales – including clear analytics that show you how things have been going.
Another thing I am a fan of are Capsule's tasks and their automation. Simply lay out a process and break it into steps, or tasks, and have each one become active once the task that came before has been completed. For me, a mobile app is something I always look at when picking up a tool, so it was great to see that Capsule does have one, which means that I can work even when I am not at my computer.
Inconvénients
While Capsule has a free plan, it comes with a contacts limit that you are likely going to hit in a few months. This may not seem like a problem when you are getting started but it may turn out to be a bit of an issue if you decide to opt for a different CRM solution and need to migrate everything from Capsule.
Also, keep in mind that Capsule might not have some features you may want a CRM to have so I would suggest looking at its features list carefully before signing up.
Réponse de Zestia Traduire en français
Hi Arlene,
Thanks for writing a review about Capsule. We really love hearing how our customers appreciate how simple and intuitive it is to use. I'll be sure to let the team know the mobile app and the tasks features are really useful to you!
- 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
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
Easy to use and great for quote tracking
Publié le 02/10/2020
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 Traduire en français
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?
- Secteur d'activité: Construction
- Taille de l'entreprise: 2-10 employés
- Logiciel utilisé tous les jours pendant 6 à 12 mois
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
EASY AS PIE
Publié le 19/10/2020
has been great to work with and easy to operate
Avantages
Super easy to start using , the pipeline is the best way to keep track of sales process and visually easy to keep track of
Inconvénients
I feel it needs to automatically remind me of thing, I use this to track inquiries and sometimes people fall through the cracks. if for some reason I forget to start an opportunity I won't see the customer on the sales pipeline, maybe its just the way im using this.
Réponse de Zestia Traduire en français
Hi Andre,
Thanks for writing a review and we're glad that you've found Capsule easy to get to grips with. Moving on to creating Opportunities - There's no in-built functionality in Capsule that will automatically create opportunities from new contacts I'm afraid. Our advice is generally to only add an opportunity once the lead has been nurtured or qualified as a viable sales opportunity - this is to prevent your Capsule account filling up with opportunities that never get off the ground. What you're looking to do can be achieved, but it requires the use of a 3rd party tool called Zapier. Are you familiar with Zapier at all? To explain Zapier is what we call an integration platform which connects different services that don't normally have their own integrations with each other and they support Capsule. Check them out here: https://zapier.com
You can create a zap that each time a new contact is added to Capsule it triggers an action of a new opportunity being created.
- Secteur d'activité: Psychologie
- Taille de l'entreprise: 11-50 employés
- Logiciel utilisé tous les jours pendant plus d'un an
-
Provenance de l'avis
Note globale
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
A Great Organizational Tool!
Publié le 29/03/2021
Multiple people in our organization are points of contact for a client, so Capsule has helped us to be able to document and share information among our team. It is easy to use, and allows us to capture all of the important information for our clients.
Avantages
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.
Inconvénients
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.
Réponse de Zestia Traduire en français
Hi Kate,
Chloe here from Capsule. Thanks for writing a review. Also, thanks for the suggestion about being able to pin a note - while it's not something we have in our pipeline at the moment, I've recorded it as a feature request. We're happy to hear that you're finding Capsule easy to use and that it's helping you to communicate better as a business. I'll definitely pass on that feedback to the rest of the team too.
- Secteur d'activité: Gestion d'organisme à but non lucratif
- Taille de l'entreprise: 2-10 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Probabilité de recommander le produit 10.0 /10
The views of a small business technophob
Publié le 14/10/2020
It is our company database so we use it many times a day. The experience has been good but I'd say that the fact it is reassuring basic will in the long term be an issue.
Avantages
Capsule is very easy to use and for someone who hates complex tech it is reassuring straightforward
Inconvénients
We haven't integrated the software with our other systems so we are probably missing a trick. What I like least is the fact that I do have to somethings twice. I probably need some coaching!
Réponse de Zestia Traduire en français
Hi Lizzie,
Chloe here from Capsule. Thanks for taking the time to write a review. We're glad you're finding Capsule easy to use. Should you ever need help with integrations or to make sure you're getting the most of Capsule you can always read our support docs here: https://capsulecrm.com/support/ and don't hesitate to get in touch!
- 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
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
An excellent tool for the small SME
Publié le 25/01/2022
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 Traduire en français
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?
- Secteur d'activité: Gestion d'organisme à but non lucratif
- Taille de l'entreprise: 11-50 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
-
Provenance de l'avis
Note globale
- Simplicité d'utilisation
- Probabilité de recommander le produit 9.0 /10
Capsule is Easy to use.
Publié le 25/03/2021
We use this data base daily, to track many type of entries. The note and task features are very helpful. It is a very detailed data base but very easy to use.
Avantages
That it is easy to use, has many fields and ways to enter data. Being able to enter notes is a great help. Ease of finding people or companies in the data base and link people to companies.
Inconvénients
We aren't able to create emails with graphics to send to mass mailing with ease.
Réponse de Zestia Traduire en français
Hi Mary Lou,
Chloe from Capsule here. I just wanted to thank you for taking the time to write a review about Capsule. We're glad that you're finding it easy to use and that the features are helpful!
- 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
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
Perfect CRM Tool
Publié le 04/01/2022
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 Traduire en français
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.
- 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
Note globale
- Simplicité d'utilisation
- Probabilité de recommander le produit 10.0 /10
Capsule really works for me
Publié le 16/03/2021
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 Traduire en français
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]
- Secteur d'activité: Urbanisme et architecture
- Taille de l'entreprise: 11-50 employés
- Logiciel utilisé tous les jours pendant 6 à 12 mois
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
Review
Publié le 11/02/2021
It has helped us stream line and keep great work flow.
Avantages
What I like most is keeping notes and tracking all phone calls and customer interaction with ease to follow up.
Inconvénients
Possibly a way to add photos to activity log.
Réponse de Zestia Traduire en français
Hi Angela,
Chloe from Capsule here. Thanks for taking the time to write a review. We really appreciate the feedback we receive. We're really glad that Capsule is helping you to keep track of customer interactions. As for adding photos to the activity log, you can attach files such as photos, pdfs etc. when you are logging the activity. Would this help you out? If you'd like any more help with this please contact our support team at [email protected] and we'd be happy to help you out.
- Secteur d'activité: Marketing et publicité
- Taille de l'entreprise: 2-10 employés
- Logiciel utilisé tous les jours pendant plus d'un an
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 9.0 /10
Great lightweight CRM
Publié le 07/11/2016
Capsule CRM is a great lightweight CRM which lets you get started straight away. It's simple to set up and a very good CRM when you're first getting started.
It's got great integrations between systems, a hook up to XERO which is very handy to see invoices that are attached to the client.
The other great part is the custom functionality you can build into the system, it takes a little bit of time but its really worth it.
The only thing that stops me from using it now is it's not a marketing automation tool and our business needs a crm+MA in one software.
Avantages
Easy to use
Very little Setup
Great integrations
Inconvénients
Not a marketing automation + CRM
- 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
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
Founder
Publié le 04/01/2021
Very happy
Avantages
Tasks, Mobile friendly, team management
Inconvénients
I like it all, easy to use it. Mobile friendly
Réponse de Zestia Traduire en français
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.
- 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
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 7.0 /10
Simple, straightforward, and powerful. Great for small teams
Publié le 10/07/2018
The clean user interface and calendar tools / follow-up task management features are great to get things organized and your business focused on driving sales.
Avantages
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.
Inconvénients
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.
- 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
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 7.0 /10
user review
Publié le 07/12/2019
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
- Secteur d'activité: Construction
- Taille de l'entreprise: 11-50 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 9.0 /10
User Friendly
Publié le 11/01/2018
Avantages
We like the way that Capsule integrates with Freshbooks as well as with Gmail. This is very useful for our business.
Inconvénients
We would like to be able to have a way to job cost within Capsule and integrate that into the Freshbooks program.