Uma Callister
CRM Consultant · 1-10
1 review written · 5.0 average
Uma Callister's favourite software
No favourites yet.
Reviews by Uma Callister
★★★★★
Good support is the thing I undervalue until I desperately need it. About a year into managing Capsule on behalf of several clients, I've needed it more than once, and every single time I've come away genuinely impressed. Not just satisfied. Impressed. Their team responds fast, actually reads your question before replying, and gives you answers that solve the problem rather than pointing you at a help article you already found yourself. One client had a tricky pipeline configuration issue that was causing tasks to drop off the radar. I raised it, got a detailed response within a few hours, and the support rep followed up the next day unprompted to check it was sorted. That's not something you expect from a mid-market SaaS tool.
The product itself holds up well for agency use. Managing multiple client accounts inside one Capsule subscription requires some deliberate setup, but the custom pipelines and contact tagging make it workable. I've got a different pipeline structure for each client type, and the workflow automation handles the repetitive follow-up tasks that would otherwise eat half my week. The Transpond integration is a nice bonus for clients who want basic email marketing without jumping to a separate platform.
If I'm being honest about where it falls short, the reporting side is a bit thin. I sometimes have to export data to build the dashboards my clients expect. That's a real friction point. But for contact management, task tracking, and day-to-day pipeline visibility, it does exactly what it promises without overcomplicating things. The support quality alone would keep me here even if a flashier competitor came along.
