Capsule CRM 4+

I’ve been using Capsule for probably 8 years now and I still love it as much as when we started with it. There wasn’t and isn’t a crm that fit my small business needs exactly and with capsule I am able to create custom fields so easily as needed. It has made my life so much easier to track everything with my clients, to the point where I no longer was pulling their paper files. I can access their entire file and all notes, emails, etc in one place, from anywhere I can get on the internet. It is an invaluable tool and I couldn’t imagine using anything else! I highly recommend it!

Cancel is very easy to use. The screens are intelligible and clean. It’s easy to find what you need quickly. And even in the phone it’s easy to sort and filter with quick views that make navigation simple. I always have the date I need right at my fingertips.

I also love the flexibility of their design architecture. I can add notes to cases and people and organizations. I can keep my pipeline separate from my case notes. And the more I use it, the more clear my best case scenarios for my own personal workflow become.

There are a couple little things I’d like to see added to the app, like administration of tags and categories from inside the app instead of having to go to the website. It would be nice to be able to add those things on the fly as needed.

But overall, still very usable. Very simple. Makes life easier.

I am a stickler on software and am not easy to please, and i really appreciate this tool!

I own a small business and trying to keep track of customers, potential customers, and my calendar is a challenge. I originally downloaded Salesforce "which is great" but being a smaller business (Staff of 8) Salesforce was just way more complex than we needed. Capsule has all the info you need to track everything you need without being overly complex!