
Capsule CRM
What’s Capsule CRM ?
Appropriate principally for small companies and startups, Capsule CRM is thought for its simplicity, flexibility, and efficient web-based software program. You should utilize Capsule App to trace your contacts and firms you do frequent enterprise with. This software program will also be used to trace communications, gross sales alternatives, and what actions are pending and have to be carried out. In brief, these instruments allow you to not solely monitor your clients but additionally handle contacts, leads, distributors, and extra!
Use of Capsule CRM
What makes Capsule software program stand out is that these instruments allow you to manage your emails, notes, and paperwork simply. Enabling you to retailer the entire historical past of assorted companies saved in a single place.
Share duties along with your workforce utilizing the Capsule CRM app. The Capsule additionally permits you to handle your initiatives by creating and monitoring duties, assigning them to your co-workers, and controlling all of the deadlines and milestones. It’s also possible to use the applying to customise details about your clients and contacts.
It is usually obtainable on cell platforms by way of tablets and smartphones. One other nice function about Capsule CRM electronic mail integration is that helps a variety of software program, proper from electronic mail advertising and marketing, doc administration, and accounting, to buyer help.
Vendor Particulars
- Firm: Zestia
- Web site: www.capsulecrm.com
- Based in 2009
- United Kingdom
Key Metrics of Capsule CRM
The capsule firm has change into a identified title within the CRM because it gives a whole contact administration program to customers. It permits you to retailer and manage details about your buyer and contacts. Capsule App additionally permits you to create duties and to-do lists, which helps you retain a monitor of duties. This software additionally allows you to create customized classes for knowledge about your contacts, to assist higher manage your data with out inflicting confusion.
Not solely that, with Capsule customers can simply share knowledge and speak to their workforce, import contacts from Outlook, Gmail, vCard, spreadsheets, and CSV recordsdata into capsules.
You additionally get a fast abstract of potential gross sales and alternatives by way of the gross sales dashboard! You’ll be able to preserve monitor of the varied alternatives and milestones which can be linked with a hit issue that you need to use to forecast potential gross sales revenues. Taking you nearer to creating a sale, it’s also possible to generate experiences and extracts from the pipeline, utilizing configurable filters.
Capsule CRM Safety
Capsule’s servers are hosted in Amazon’s knowledge facilities, assuring your knowledge is secure and safe. Moreover, this software gives nice safety choices as data that passes between the pc and their servers is encrypted utilizing SSL, which is similar know-how used to guard knowledge. Furthermore, capsule software program shops all of your knowledge in a number of places in real-time, which taking a back-up of your knowledge each hour. This ensures the probabilities of knowledge loss is extraordinarily low.
There isn’t a software program to put in with the Capsule app, and since you entry it on-line you’re at all times utilizing the newest model.
The Capsule CRM could be built-in with different widespread enterprise software program equivalent to Xero, FreshBooks, Zendesk, Mailchimp, amongst others.
Capsule CRM Pricing
Capsule CRM affords a versatile, pay-as-you-go service which you could cancel or improve at any time. There are two plans provided:
Free
- As much as 2 customers
- 10MB storage
- 250 contacts
- Limitless alternatives
- Limitless circumstances
Skilled – $18/month per person
- 30-day free trial
- 10GB storage per person
- 50,000 contacts
- Limitless alternatives
- Limitless circumstances
- A whole lot of integrations together with Xero, FreshBooks, MailChimp, Wufoo & extra
Groups – $36/month per person
- 30-day free trial
- 20GB storage per person
- 100,000 contacts
- Limitless alternatives
- Limitless circumstances
- A whole lot of integrations together with Xero, FreshBooks, MailChimp, Wufoo & extra
For extra details about Capsule’s pricing, click on here.
Capsule App Options
1. Buyer Relation Administration
- Calendar/Reminder System
- Doc Storage
- E mail Advertising
- Advertising Automation Integration
- Cellular Entry
- Quotes/Proposals
- Segmentation
- Social Media Integration
- Process Administration
- Territory Administration
2. Lead Administration
- Exercise Monitoring
- Marketing campaign Administration
- Lead Seize
- Distribution of Leads
- Nurturing of Leads
- Lead Scoring
- Segmentation of Leads
- Pipeline Administration
- Prospecting Instruments
- Supply Monitoring
3. On-line CRM
- Cataloging / Categorization
- Buyer Help Monitoring
- E mail Response Management
- Efficiency Metrics
- Search
4. Capsule Dashboard
- Graphical Knowledge Presentation
- Efficiency Metrics
- Gross sales Pattern Evaluation
5. Small Enterprise CRM
- Calendar/Reminder System
- Doc Storage
- Forecasting
- Advertising Automation Integration
- Quotes/Proposals
- Segmentation
- Social Media Integration
- Process Administration
- Territory Administration
Execs and cons
- Your entire group and speak to data in a single place
- Cellular app for capturing new leads
- E mail integration makes monitoring electronic mail correspondence simple
- Good integration with Socials to retrieve individuals data (photos)
- It may be tailor-made to a major extent
- Simple to trace relationships and communications
- Simple to assign and monitor duties
- Good gentle simple to navigate interface
- Export functionalities and question are restricted
- Unable to import contacts from workplace 365 or Gsuite
- A number of the fields require opening and saving versus fashionable simply enter fields.
Capsule Integration
Relating to Capsule CRM integrations, its identified for offering a number of choices for greater effectivity. Listed under are the highest integrations throughout varied makes use of:
Contacts
- Google Contacts
- PieSync
- Dedupely
Contracts & Proposals
- Proposable
- NiftyQuoter
- Quotient
- Magento with Cart2Quote
- PandaDoc
- WebMerge
- Signable
- edocr
- Direct Mail Supervisor
- Higher Proposals
Buyer Success
- Akita
Dashboards
- Grappster
- AppInsights
- SalesWally
- UnifiedVU
E mail Advertising
- MailChimp
- Mad Mimi
- MPZ Mail
- E-goi
Google Integrations
- G Suite
Assist desk
- Zendesk
- Freshdesk
- Assist Scout
- SupportBee
- Enchant
- LiveHelpNow
Integration Platforms
- Zapier
- Circulate XO
- Automate.io
- Yoke.io
- Cyclr
- LeadsBridge
- Integromat
Stock Administration
- Cin7
- DEAR Programs
Invoicing & Accounting
- Xero
- KashFlow
- FreeAgent
- FreshBooks
- ClearBooks
- Billiving
- Sage Enterprise Cloud Accounting (UK)
Job & Time Monitoring
- Toggl
Migration Companies
- Import2
- Data2CRM
Cellular Integrations
- call2CRM (Android)
- Enterprise Card Reader for Capsule CRM (Android)
Workplace Administration
- Workplace R&D
Undertaking Administration
- TidyWork
- JIRA integration by TIG
Phone & VoIP
- Netfuse
- Kixie
- Callmaker
- FONREACH
- CircleLoop
- Textual content Marketer
Web site chat
- ClickDesk
- Userlike
- Tidio
Web site kinds
- Wufoo Varieties
- Ninja kinds
- Gravity Varieties
Furthermore, if you wish to develop your individual integration, you need to use the capsule’s RESTful API to develop and create add-ons or Capsule integration with different purposes.
Specification
Units Supported
- Home windows
- Linux
- Android
- iPhone/iPad
- Mac
- Home windows Cellular
Language Help
- English
Pricing Mannequin
- Free
- Month-to-month fee
Buyer Varieties
- Small Enterprise
- Freelancers
Deployment
- Cloud Hosted
Capsule CRM Help
Help isn’t one of many strongest advantages of Capsule, nevertheless, the workforce at Capsule is working in direction of offering higher and quicker help to their customers. Talked about under is how one can contact the Capsule’s help workforce:
- HelpDesk
- E mail
- Telephone
- Support Portal
Thanks for studying Toolsmetric Article on Nutshell. It’s also possible to try different different CRM instruments for gross sales under :