Great CRM helps us to keep in touch with our contacts

What are the best aspects of this product?

The software is easy to use and clear. Capsule allows you to create contacts, relationships and companies so you can easily track you contacts and where they work. Also, my team can add notes, tasks, reminders, follow up items so we can easily stay in touch with our partners, leads and customers. Capsule integrates well with our HelpDesk software and email marketing automation.

What aspects are problematic or could work better?

They need to work on their search engine, because whenever I want to search contact in UK and to add people in UK and France for e.g. The search feature won’t work. I would like to create list of three countries and export them into 1 csv, but the software responds like I want to remove categories to search for people. Later, we received a brief explanation how and when they plan to make changes.

What specific problems in your company were solved by this product?

Capsule helps us to stay in touch with our leads and customers, to track group interactions between sales, marketing, operations teams and support team. We are able to schedule tasks to contact leads, to track support interactions and sales efforts.

Are you a current user of this product?

Yes