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Capsule CRM

Started by Xero API -   in Add-on Reviews |CRM

4.2 out of 5 stars
 
Based on 9 user ratings
If you are a user of Xero and Capsule CRM, tell us how you are getting on and your experience so far. Any tips?

About Capsule CRM


A simple online CRM used by thousands of businesses worldwide. Capsule integrates seamlessly with Xero to provide a complete picture of your customers, check out Capsule CRM.

Tip

Remember if you have questions or need assistance with Capsule CRM, this is not the best place to ask - this forum is for reviews and feedback only.

For general support, check out the Capsule CRM support centre or this page for information on connecting Capsule CRM to Xero.

So very nice to have a CRM that I like to use and does not overwhelm me. The integration with Xero and Capsule is fantastic! Both ways. Set up was simple, instructions are very clear.
 

Susan Cisternelli  

Awesome. Can't believe its so difficult with the other CRM solutions, this just works out of the box. Finally, my sales team can see whats outstanding from customers without having to give them full access to Xero!
 

Markus McIver  

Another vote for Capsule. Learning curve of about 60 seconds. Dead easy to use and really helps understand where your business is at in terms of opportunities.
Integration with Xero is a bonus 0 we are new to Xero so we don't have a huge amount of experience in that regards yet, but from what I have read and seen it should provide great insight for us.
 

Rupert Englander  

I'm not really seeing how this is much better than just using Xero's built in contact management. It doesn't really look like it does much more and the interface isn't as nice as Xero's. Not really worth the extra expense IMHO.
 

Jeff Singer  

If I could find a link to reset my password I'll be able to use Capsule and let you know my thoughts. So far I think it's good but I'm unable to log in (yes my fault I forgot my password) but when you are not given a option to reset it and I've tried finding the URL /link it gets rather frustrating. Having to email support to find out how to reset a password is not good for business.
 

Linda Mandy  

Great CRM. Easy to use, configure and nice clean look. I would give it 5 stars Capsule had the ability to trigger events. For example a task being completed sends an email to a selected address.
 

Ben Robinson  

I have spent some time researching small business CRM and tried this as it links with Xero. It is my first experience of using a CRM system and I have been very impressed. From the basics of not having to look through old emails for telephone numbers anymore to being able to tag contacts under any number of differentiators, it has been a real eye opener to the wonderful world of CRM and I am loving it.

To be able to attach notes, tasks, opportunities, emails and pretty much everything you do with any contact and keep it all in one screen in front of you is amazing, really is going to help me organise myself.

I also like the nice added in feature of finding your contact on a map based on their postcode. So many great things about this software and is exceptionally easy to use.

The drawdowns that give it only 4 stars for me are as follows:

* can only have one organisation per contact and so contacts need to be duplicated where they are involved in more than one organisation.

* great to be able to email into the system with auto link to the relevant contact or organisation based on email. But it can sometimes auto-attach to the wrong contact (re duplicate contacts above) or may want third party to email into the system for you to allocate to a contact later. It is not possible to reallocate an email once in the system under auto-allocation. Would be great if we're able to reallocate.

* no checkboxes next to list of clients to select for specific assignment of tag etc

* although system calendar is great, full integration with Outlook would saved duplication.

* would be good to have income reports on won opportunities not just pipeline potentials.

But all in all a fantastic CRM system which I am thoroughly enjoying using and For £8pm a small business owner should be laughing!

 

Douglas Quinton  

Absolutely excellent. We tried Salesforce and a couple of other CRMs but they were really hard to get our business to fit in to. A bit like a sledgehammer to hit a nut.

We are so pleased to have Capsule now as it seems to contain nothing superfluous - however if we need to add a field for example, we can expand the information it captures.

We're now able to see straight away what our clients are doing - and who they are! As our business is growing rapidly, we're becoming less able to know who is who.
 

Tim Emmony  

Love the simplicity of Capsule. Easy to add Customised fields. Links to Xero easily. We have installed it with several clients. Speed to find customers is excellent. Try it! It is not the most complicated CRM on the market but the majority of small business clients don't need all the bells and whistles. Easy to export details for reporting if required as well.
 

Martin Tunley