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Ratings and Reviews 1 Rating
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What is Capsule?
Capsule is a pioneering software solution designed for enrollment and billing, specifically tailored to enhance the services provided by Third-Party Administrators (TPAs), insurance companies, and associations. Developed by MPB Solutions LLC, this application utilizes state-of-the-art technologies to establish a benchmark in enrollment procedures, alongside comprehensive billing and remittance capabilities. It efficiently generates invoices for various insurance premiums by integrating enrollment data with unique business logic that caters to the intricacies of billing management. With a focus on reliability, accuracy, and user-friendliness, Capsule has preserved its foundational code for nearly seven years, consistently producing over 1,000 invoices each month and effectively managing the needs of approximately 80,000 employees and their dependents, which highlights its high performance with minimal errors or disruptions in service. Additionally, the platform features a redesigned user interface that aims to greatly optimize monthly billing tasks, thereby improving both operational efficiency and user experience. In essence, Capsule not only embodies a remarkable step forward in enrollment and billing software but also serves as an essential resource for organizations operating within the insurance industry, ensuring they can navigate complexities with greater ease and effectiveness.
What is Capsule?
Experience a user-friendly online CRM designed to enhance customer relationships, boost sales, and optimize your time management. Consolidate all customer data in a single location for easy access. Monitor interactions, review historical data, and deliver individualized experiences to your clients. Customize your sales pipeline to align with your specific sales approach, allowing you to identify deals that require your focus or are nearing closure. With our comprehensive reports, you can pinpoint which activities most significantly influence your sales performance, enabling you to make informed business choices. Shape Capsule allows you to streamline team organization, ensuring each member views only the information relevant to their role. Track their progress and concentrate their efforts effectively. Additionally, Capsule integrates smoothly with well-known applications like G Suite and Mailchimp for enhanced functionality. Capsule Mobile enhances your experience with caller ID and prompts you to log notes in your CRM after each call. All features of Capsule are accessible on both Android and iPhone devices, ensuring you have the tools you need at your fingertips. This level of accessibility and integration makes managing customer relationships more efficient than ever before.
Integrations Supported
ASAP Systems
Benchmark Email
Better Proposals
CallFire
Configure One Cloud
Constant Contact
Cyclr
Enalyzer
Formstack Documents
FreeAgent
Integrations Supported
ASAP Systems
Benchmark Email
Better Proposals
CallFire
Configure One Cloud
Constant Contact
Cyclr
Enalyzer
Formstack Documents
FreeAgent
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
$18 per user per month
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Capsule
Company Location
United States
Company Website
mpb-solutions.com/home/why-capsule/
Company Facts
Organization Name
Zestia
Date Founded
2009
Company Location
United Kingdom
Company Website
www.capsulecrm.com
Categories and Features
Categories and Features
Contact Management
Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Lead Management
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
Sales Forecasting
Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis