Capsule

I like how you can have separate contacts, organizations, and opportunities but that you can connect them all. Unlike some contact management tools, this gives you a ton of flexibility in tracking interactions and todos.

I wish there were a way to attach the same individual to multiple organizations. There is a workaround by embedding a URL in the info for each entity, but it would be nice to be able to see an individual and separate out the different communications based on the organization they are involved with.

We really like the interface and how it is organised.
Best feature is the gmail integration.

Im hoping that we can connect a certain gmail contact and automatically have every new email/conversation feed into the same contact on capsule.

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.

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.

The ease of use when our data was under 500

It did not seem as competitive as other providers

It's intuitiveness is certainly my biggest positive. To be able to get the system up and running quickly and efficiently is a massive plus point. It keeps me focussed on what I need to do daily and it has yielded results.

If I'm being picky I would like the ability to turn some features off. For example I don't use cases so I'd prefer if it just wans't there but it's a minor point.