Capsule CRM Guides
Capsule is the CRM I set up most often for small UK businesses, and these posts are everything I know about it. You will find honest reviews, pricing breakdowns, feature walkthroughs and setup advice drawn from more than a hundred implementations. I will show you where Capsule shines and where it falls short, because no CRM suits everyone. If you are weighing Capsule up or already using it and want to get more from it, this is the place to start.
Capsule CRM specialist UK: what a Certified Partner does for your setup
What a Capsule CRM specialist does that a general consultant doesn't, when each makes sense, and what to expect from an engagement.
Read moreProject ManagementHow to use Capsule CRM to manage client projects: a practical walkthrough
A practical guide to Capsule's Tracks feature: what it does, how to build templates that work, and the common mistakes.
Read moreCapsule IntegrationsCapsule CRM and QuickBooks: linking your CRM to your accounts
What the Capsule-QuickBooks integration does, how it differs from the Xero integration, and the configuration choices that matter.
Read moreCapsule IntegrationsCapsule CRM and Outlook: getting your email working with your CRM
How the Capsule-Outlook integration removes the biggest source of friction in CRM adoption, and how to configure it for your team.
Read moreCapsule IntegrationsCapsule CRM and Mailchimp: connecting your CRM and email marketing
How the Capsule-Mailchimp integration works, how to configure it for proper segmentation, and the common mistakes to avoid.
Read moreCapsule IntegrationsCapsule CRM and Xero: a complete integration guide for UK businesses
What the Capsule-Xero integration does, how to set it up properly, and the common pitfalls. A practical guide from a UK CRM specialist.
Read moreCapsule ComparisonsCapsule CRM vs Salesforce: is Salesforce overkill for SMEs?
When Salesforce is the right choice for a UK small business, and when it's enterprise overkill that costs you more than it saves.
Read moreCapsule ComparisonsCapsule CRM vs Monday: should you really use a work OS as a CRM?
Monday.com markets itself as a CRM, but it's a project management tool with CRM features. Capsule is the opposite. Here's which suits your business.
Read moreCapsule ComparisonsCapsule CRM vs Zoho: which fits your business better?
An honest comparison of Capsule and Zoho. Capsule is focused and simple. Zoho is broad and complex. Which suits your business depends on what you value.
Read moreCapsule ComparisonsCapsule CRM vs Pipedrive: an honest comparison
Two CRMs that look similar but suit different working styles. Capsule is relationship-first, Pipedrive is deal-first. Which one fits your business.
Read moreCapsule ComparisonsCapsule CRM vs HubSpot: which one suits a UK small business?
An honest comparison of Capsule and HubSpot for UK small businesses, including the free tier question and where the upgrade cliff lands.
Read moreCapsule ComparisonsCapsule CRM vs the alternatives: how to choose the right CRM for your UK business
A framework for choosing between Capsule and the other CRMs UK small businesses end up considering. Written by a Capsule Certified Partner who'll tell you when to pick something else.
Read moreCapsule CoreHow to use Capsule CRM properly: lessons from 100+ implementations
The patterns of successful and struggling Capsule setups, common mistakes to avoid, and how to fix a CRM that isn't quite delivering.
Read moreCapsule CoreCapsule CRM features: what earns its keep and what doesn't
An opinionated walkthrough of Capsule CRM's features, by which I use daily, which earn their place over time, and which I rarely configure for clients.
Read moreCapsule CoreCapsule CRM for small business: choosing the right tier
A practical guide to picking the right Capsule CRM tier for a UK small business, with worked examples and honest recommendations by team size.
Read moreCapsule CoreHow to set up Capsule CRM: a step-by-step guide for new users
A practical guide to setting up Capsule CRM properly, from someone who's done it a hundred times. What to do, in what order, and the bits to slow down on.
Read moreCapsule CoreWhat is Capsule CRM? A plain-English overview
A short, plain-English overview of what Capsule CRM is, who it suits, what it costs, and how it compares to the alternatives.
Read moreCapsule CoreCapsule CRM pricing explained: what UK businesses pay
A clear breakdown of Capsule CRM's tiers and what they cost a UK small business in practice, with worked examples by team size.
Read moreCapsule CoreCapsule CRM review: an honest look from a Certified Partner
A direct, unsponsored Capsule CRM review from a Certified Partner who's set it up for over a hundred UK small businesses. Strengths, weaknesses, and who it suits.
Read moreCapsule CoreThe complete guide to Capsule CRM for UK small businesses
An honest, in-depth guide to Capsule CRM for UK small businesses, written by a Certified Partner who has implemented it for over 100 companies.
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