Diana Fortescue
Freelance Account Manager · 1-10
1 review written · 5.0 average
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Reviews by Diana Fortescue
★★★★★
Running a solo consultancy means my office is wherever my phone is. Train platforms, client car parks, the odd coffee shop between meetings. About a year ago I started using Capsule, half-expecting to rely on the desktop version for anything serious and treat the mobile app as a glorified contact lookup. That assumption didn't survive the first week. The app is genuinely capable. I log notes right after a call, move deals along the pipeline while I'm still in the car park, and set follow-up tasks before I've even walked back to my kitchen. Nothing waits until I'm back at a desk, because there's no reason it should.
The pipeline view on mobile is what keeps me disciplined. Seeing all my open opportunities at a glance, with their stages and next actions visible without any drilling down, stops things slipping through the cracks. Custom stages were easy to set up and they mirror exactly how I actually work, which isn't always true of CRMs that impose their own logic on you. Contact records load quickly, and the integration with my email means the conversation history is right there whenever I need context before a call.
Customer service has been responsive the two times I've needed help, which is more than I can say for tools I've paid considerably more for. The pricing feels fair for a solo operator. My one small gripe is that the workflow automation options, while useful, occasionally require a desktop session to configure properly. Not a dealbreaker at all, just worth knowing if you live on your phone. For anyone managing client relationships on the move, this is genuinely one of the better decisions I've made for my practice.
