What does Capsule CRM do well? Many fields. It's not super customizable, at least at the free level, but there are many fields that you can utilize to fit your needs Entirely web based. We've never experienced down time or lag issues. Free! It's hard to find a powerful database for free. It's flexible for the very individual customers we have, and good for all forms of communication, while keeping all the standard details in order Allowing multiple websites, addresses and so on for each organisation and person is brilliant
What does Capsule CRM not do well? Would be handy to allow an individual to be linked to more than one organisation. A number of our customers are in two bodies REALLY wish they had the option to list an individual as being part of more than one company. That is a pretty basic feature that should be included! It would be nice to have a more flexible workflow option with Tracks ("if this then that"), or a very simple flowchart of tasks that are generated depending on which way the opportunity goes. There are barely any Capsule videos on Youtube. A feature I would really love is a set of tutorials or webinars that I could use for learning and for training others.
What do you wish you had known about Capsule CRM before using? Powerful CRM for free. It doesn't get much better than that! If you're launching a new business and don't want to invest too much capital, use Capsule for your CRM. It will keep you organized and not cost you. If you grow out of the free version, then you can just continue using the same product, without needing to convert everything to a new, bigger database.
Read Alicia Barevich, bCRE, bCEE's full review
Have you used a competitor to Capsule CRM? If so, how does it compare? CRMnext, Salesforce, Agile CRM, MS Dynamics are one of the profoundly used CRM systems catering to all customer needs
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