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Capsule CRM

Software by Zestia

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• 4.5
• 2 reviews

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Key Features of Capsule CRM

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Overview of Capsule CRM

Capsule is an easy CRM tool for small business. It is simple, effective and flexible.
Capsule is best used to keep track of the contacts and enterprises you do business with, communications with them, opportunities in the pipeline, and what needs to be done when.

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

You can manage your sales pipeline: track bids, deals, proposals and other opportunities. see it all in the sales dashboard.

You can organise your emails: easily link emails into Capsule when you send or receive emails from your contacts.

You can have a complete history in one place: attach notes, conversations, docs and files right into a contact’s history so it’s easily available.

You can make sure things get done: create tasks and share with co-workers. don’t miss that proposal deadline or customer call.

You can make it fit your business: customize Capsule by adding the data fields you need. brand it with your colors and logo.

Specifications

Capsule CRM Pricing

Benefits

Main benefits are:

Get a complete contact view
Manage your to-do list and calendar using tasks in Capsule to ensure things don't get forgotten.
Create custom categories using tags such as vendor, lead, customer.
Manage groups of contacts with lists
Capsule connects with popular applications

User Reviews for Capsule CRM

  CapsuleCRM is social

The integration with Google Apps is awesome. The GMail gadget let's you add opportunities from within you inbox, attach email to opportunities, manage contacts etc. Installation and configuration of CapsuleCRM is so easy. We compared different CRM systems and we wanted the Facebook / Twitter / LinkedIn information within our database. Capsule does a really good job in synchronizing this information. The mobile version (webbrowser only) is working good on iOS, like a native app, the performance is somewhat slow but it will do for the functionality required. You are using a CRM system for sales and it does an awesome job. The sales pipeline is very helpfull in discussing the status of the salescycles. Reporting could be more. Defining the stages of a salescycle and determing the phase of the salescycle is an awesome feature. The support is very responsive and helpful. Looking at price vs quality and features we still didn't regret choosing CapsuleCRM!

— Coen Meerbeek | Blue Factory Internet (29th of February, 2012)

  Great Small Business CRM

I really like CapsuleCRM. I've used Salesforce, Zoho, TactileCRM, Goldmine (years ago) and CapsuleCRM is so far the best in the small business market. It has a very easy interface to use, great tagging and list tagging capabilities. Easy to integrate via email or API. The only negative right now is it doesn't have security, any user with access can see everything and do everything. It's fine for small business but if you require security, I don't think you can use CapsuleCRM until they add that feature. Luckily for me our sales team is open so we can use this great tool, I hope they add security soon so we don't have to leave this product when we our sales team expands and we will need more security control.

— David F. (29th of August, 2011)

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Integrations

CloudWork Integrations

CloudWork is an integration as a service platform that allows anyone to build connections between business and social media apps. CloudWork takes advantage of public APIs to enable tasks automation. As a result businesses are able to automate boring tasks, save time and increase productivity by defining triggers and actions with just a few clicks.

Vendor Native Integrations