Capsule CRM REVIEW

CRM Software

No user reviews
USER SATISFACTION 99%
OUR SCORE 6.6

What is Capsule CRM?

If you wish to know what does Capsule CRM do, here are the details:

Simple, flexible, and effective, Capsule is an easy web-based CRM tool you can use for your small business. Capsule is a good tool to keep track of your contacts and companies you do business with, communications with them, sales opportunities, and what activities and tasks that need be done.

With Capsule you can manage all relationships, not just customers: manage contacts, leads, customers, vendors, and more.

Capsule allows you to manage your sales pipeline: track deals, bids, proposals as well as other opportunities.

Emails are easily organized in Capsule, including notes, conversations, and documents. You can have a complete history of various business files in one place.

Share tasks with your team using Capsule. 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.

 

Overview of Capsule CRM Benefits

Read on to learn about the numerous Capsule CRM benefits:

Capsule allows you to have a complete contact management program by storing and organizing information about your customers and contacts, including tasks and to-do lists. You can also create custom categories for various data about your contacts. Keeping track of the people, organizations, and companies that you do business with is easier with Capsule.

Data about your contacts can easily be shared with your team or the entire company using Capsule. You can import contacts from Outlook, Gmail, vCard, spreadsheets and any CSV file into Capsule. Additional information such as notes about communications with contacts, meeting outcomes, among others, can easily be added in the file.

Capsule also gives you a quick summary of opportunities via the sales dashboard. You can keep track of the various opportunities and milestones that are linked with a success factor which you can use to forecast potential sales revenues.

With Capsule, you can generate reports and extracts from the pipeline using configurable filters.

Capsule’s servers are hosted in Amazon’s data centers, assuring your data is safe and secure. In addition, information that passes between your computer and our servers is encrypted using a technology called SSL, the same technology that banks use to protect data.

With Capsule, your data is stored to multiple locations in real time, and in addition Capsule also makes a further backup of your data every hour.

There is no software to install with Capsule, and because you access it online you are always using the latest version.

Capsule can be integrated with other popular business software such as: Xero, FreshBooks, Zendesk, Mailchimp, among others.

Overview of Capsule CRM Features

  • Complete and easy contact management
  • Efficient sales management
  • Track bids, deals, proposals and other opportunities
  • Dashboard opportunities overview
  • Adding milestones
  • Linking milestones with a success factor
  • Includes a standard set of milestones
  • Easy to-do list and calendar management
  • Easy customization of information categories to fit your business
  • Secure access of your account from anywhere
  • Easy sharing of contacts with co-workers to assure the entire team has a single up-to-date view of the contact
  • Tracking of all email communications into Capsule
  • Quick document management, making it easy to attach documents and other files
  • Integration of contacts from Outlook, Gmail, vCard, spreadsheets and any CSV file
  • Easy creation and analysis of reports
  • Customization of the sales milestones and process
  • Management groups of contacts with lists using tags
  • Easy addition of notes and other information about the contact
  • Serious data security
  • Controlled access
  • Multiple backup
  • One master copy of your data on secure servers
  • Automatic upgrades
  • Compatible with Windows, Mac, or Linux
  • Brand your Capsule account using your colors and logo

Capsule CRM Position In Our Categories

Position of Capsule CRM in our main categories:

200

Capsule CRM is one of the top 200 CRM Software products

200

Capsule CRM is one of the top 200
CRM Software products


Capsule CRM is also listed in the following subcategories:

Category:Position:
Online CRM Software#36

There are well-liked and widely used solutions in each software category. But are they necessarily the best fit for your enterprise’s specific requirements? A market-leading software solution may have thousands of users, but does it present what you require? For this reason, do not blindly spend on popular systems. Mull over the factors that you desire in the software such as the fees, main features, available integrations etc. Then, shortlist a few apps that fit your needs. Check out the free trials of these products, read online reviews, get clarifications from the maker, and do your homework meticulously. This exhaustive homework is certain to help you select the finest software application for your firm’s special requirements.

How Much Does Capsule CRM Cost?

Capsule CRM Pricing Plans For Enterpises & Small Business:

Here are the Capsule CRM cost details:

Capsule offers a flexible, pay-as-you go service 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

    • $12/month, per user
    • 30-day free trial
    • 2GB storage per user
    • 50,000 contacts
    • Unlimited opportunities
    • Unlimited cases
    • Premium integrations including Xero, FreshBooks, MailChimp, Wufoo & more

User Satisfaction

We realize that when you make a decision to buy CRM Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and opinions about Capsule CRM across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Capsule CRM. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

POSITIVE SOCIAL MENTIONS

146

NEGATIVE SOCIAL MENTIONS

1

Video

Technical details

Devices Supported
  • Windows
  • Linux
  • Blackberry
  • Android
  • iPhone/iPad
  • Mac
Language Support
  • USA
  • UK
  • Canada
  • Europe
  • Asia
  • Australia
  • China
  • India
  • Latin America
  • Middle-East
Pricing Model
  • Free
  • Freemium
  • Monthly payment
  • Annual Subscription
Customer Types
  • Small Business
  • Freelancers
Deployment
  • SaaS

What Support Does This Vendor Offer?

  • EMAIL
  • PHONE NO.
  • LIVE SUPPORT
  • TRAINING
  • TICKETS

What are Capsule CRM pricing details?

Capsule CRM Pricing Plans:

Here are the Capsule CRM cost details:

Capsule offers a flexible, pay-as-you go service 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

    • $12/month, per user
    • 30-day free trial
    • 2GB storage per user
    • 50,000 contacts
    • Unlimited opportunities
    • Unlimited cases
    • Premium integrations including Xero, FreshBooks, MailChimp, Wufoo & more

What integrations are available for Capsule CRM?

Official Mobile App

  • Capsule Mobile

Mobile

  • Xero
  • KashFlow
  • FreeAgent
  • FreshBooks
  • Fetchflow
  • Google Apps

Email & Collaboration

  • RightSignature
  • Signable
  • Procision+
  • Synchroteam

Help Desk

  • Zendesk
  • Freshdesk
  • Help Scout
  • SupportBee
  • SupportFu

Live Chat

  • ClickDesk

Sales & Marketing

  • MailChimp
  • ActiveCampaign
  • Tout
  • Yesware
  • MPZ Mail
  • Mailparser.io
  • Proposable
  • NiftyQuoter
  • Quote Roller
  • DocumentLeads
  • Direct Mail Manager
  • Wufoo Forms
  • Alivedocs
  • WebMerge
  • PandaDoc
  • edocr

Dashboards

  • Grappster
  • Leftronic
  • Geckoboard

Integration Platforms

  • CloudWork
  • Zapier

Want to do your own integration?

  • Capsule’s RESTful API

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