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What is Capsule CRM ?
Suitable mostly for small businesses and startups, Capsule CRM is known for its simplicity, flexibility, and effective web-based software. You can use Capsule App to track your contacts and companies you do frequent business with. This software can also be used to track communications, sales opportunities, and what activities are pending and need to be carried out. In short, these tools enable you to not only track your customers but also manage contacts, leads, vendors, and more!
Use of Capsule CRM
What makes Capsule software stand out is that these tools let you organize your emails, notes, and documents easily. Enabling you to store the complete history of various businesses stored in one place.
Share tasks with your team using the Capsule CRM app. The Capsule also lets you manage your projects by creating and monitoring tasks, assigning them to your co-workers, and controlling all the deadlines and milestones. You can also use the application to customize information about your customers and contacts.
It is also available on mobile platforms via tablets and smartphones. Another great feature about Capsule CRM email integration is that supports a range of software, right from email marketing, document management, and accounting, to customer support.
Vendor Details
- Company: Zestia
- Website: www.capsulecrm.com
- Founded in 2009
- United Kingdom
Key Metrics of Capsule CRM
The capsule company has become a known name in the CRM as it provides a complete contact management program to users. It lets you store and organize information about your customer and contacts. Capsule App also allows you to create tasks and to-do lists, which helps you keep a track of tasks. This tool also enables you to create custom categories for data about your contacts, to help better organize your information without causing confusion.
Not only that, with Capsule users can easily share data and contact their team, import contacts from Outlook, Gmail, vCard, spreadsheets, and CSV files into capsules.
You also get a quick summary of potential sales and opportunities via the sales dashboard! You can keep track of the various opportunities and milestones that are linked with a success factor that you can use to forecast potential sales revenues. Taking you closer to making a sale, you can also generate reports and extracts from the pipeline, using configurable filters.
Capsule CRM Security
Capsule’s servers are hosted in Amazon’s data centers, assuring your data is safe and secure. Additionally, this tool provides great security options as information that passes between the computer and their servers is encrypted using SSL, which is the same technology used to protect data. Moreover, capsule software stores all your data in multiple locations in real-time, which taking a back-up of your data every hour. This ensures the chances of data loss is extremely low.
There is no software to install with the Capsule app, and because you access it online you are always using the latest version.
The Capsule CRM can be integrated with other popular business software such as Xero, FreshBooks, Zendesk, Mailchimp, among others.
Capsule CRM Pricing
Capsule CRM offers a flexible, pay-as-you-go service that you can cancel or upgrade at any time. There are two plans offered:
Free
- Up to 2 users
- 10MB storage
- 250 contacts
- Unlimited opportunities
- Unlimited cases
Professional – $18/month per user
- 30-day free trial
- 10GB storage per user
- 50,000 contacts
- Unlimited opportunities
- Unlimited cases
- A lot of integrations including Xero, FreshBooks, MailChimp, Wufoo & more
Teams – $36/month per user
- 30-day free trial
- 20GB storage per user
- 100,000 contacts
- Unlimited opportunities
- Unlimited cases
- A lot of integrations including Xero, FreshBooks, MailChimp, Wufoo & more
For more information about Capsule’s pricing, click here.
Capsule App Features
1. Customer Relation Management
- Calendar/Reminder System
- Document Storage
- Email Marketing
- Marketing Automation Integration
- Mobile Access
- Quotes/Proposals
- Segmentation
- Social Media Integration
- Task Management
- Territory Management
2. Lead Management
- Activity Tracking
- Campaign Management
- Lead Capture
- Distribution of Leads
- Nurturing of Leads
- Lead Scoring
- Segmentation of Leads
- Pipeline Management
- Prospecting Tools
- Source Tracking
3. Online CRM
- Cataloging / Categorization
- Customer Support Tracking
- Email Response Control
- Performance Metrics
- Search
4. Capsule Dashboard
- Graphical Data Presentation
- Performance Metrics
- Sales Trend Analysis
5. Small Business CRM
- Calendar/Reminder System
- Document Storage
- Forecasting
- Marketing Automation Integration
- Quotes/Proposals
- Segmentation
- Social Media Integration
- Task Management
- Territory Management
Pros and cons
- All of your organization and contact information in one place
- Mobile app for capturing new leads
- Email integration makes tracking email correspondence easy
- Nice integration with Socials to retrieve people information (pictures)
- It can be tailored to a significant extent
- Easy to track relationships and communications
- Easy to assign and track tasks
- Nice light easy to navigate interface
- Export functionalities and query are limited
- Unable to import contacts from office 365 or Gsuite
- Some of the fields require opening and saving as opposed to modern just enter fields.
Capsule Integration
When it comes to Capsule CRM integrations, its known for providing multiple options for higher efficiency. Listed below are the top integrations across various uses:
Contacts
- Google Contacts
- PieSync
- Dedupely
Contracts & Proposals
- Proposable
- NiftyQuoter
- Quotient
- Magento with Cart2Quote
- PandaDoc
- WebMerge
- Signable
- edocr
- Direct Mail Manager
- Better Proposals
Customer Success
- Akita
Dashboards
- Grappster
- AppInsights
- SalesWally
- UnifiedVU
Email Marketing
- MailChimp
- Mad Mimi
- MPZ Mail
- E-goi
Google Integrations
- G Suite
Help desk
- Zendesk
- Freshdesk
- Help Scout
- SupportBee
- Enchant
- LiveHelpNow
Integration Platforms
- Zapier
- Flow XO
- Automate.io
- Yoke.io
- Cyclr
- LeadsBridge
- Integromat
Inventory Management
- Cin7
- DEAR Systems
Invoicing & Accounting
- Xero
- KashFlow
- FreeAgent
- FreshBooks
- ClearBooks
- Billiving
- Sage Business Cloud Accounting (UK)
Job & Time Tracking
- Toggl
Migration Services
- Import2
- Data2CRM
Mobile Integrations
- call2CRM (Android)
- Business Card Reader for Capsule CRM (Android)
Office Management
- Office R&D
Project Management
- TidyWork
- JIRA integration by TIG
Telephone & VoIP
- Netfuse
- Kixie
- Callmaker
- FONREACH
- CircleLoop
- Text Marketer
Website chat
- ClickDesk
- Userlike
- Tidio
Website forms
- Wufoo Forms
- Ninja forms
- Gravity Forms
Moreover, if you want to develop your own integration, you can use the capsule’s RESTful API to develop and create add-ons or Capsule integration with other applications.
Specification
Devices Supported
- Windows
- Linux
- Android
- iPhone/iPad
- Mac
- Windows Mobile
Language Support
- English
Pricing Model
- Free
- Monthly payment
Customer Types
- Small Business
- Freelancers
Deployment
- Cloud Hosted
Capsule CRM Support
Support is not one of the strongest benefits of Capsule, however, the team at Capsule is working towards providing better and faster support to their users. Mentioned below is how you can contact the Capsule’s support team:
- HelpDesk
- Phone
- Support Portal
Thank you for reading Toolsmetric Article on Nutshell. You can also check out other alternative CRM tools for sales below :
