Capsule Reviews & Ratings

Capsule

4.0 out of 5 stars

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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Ratings and Reviews 1 Rating

Total 4 out of 5 stars
ease 4 out of 5 stars
features 3 out of 5 stars
design 3 out of 5 stars
support 3 out of 5 stars

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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.

Media

Media

Integrations Supported

Add to CRM
CallPal
Campaign Monitor
Clear Books
ClickDesk
Google Workspace
HubSpot CRM
Infinite Connect
Integrately
Jotform
Lighthouse
Maxio
Process Street
Robly
Sage Accounting
Teamwork.com
Vision Helpdesk
Vonage Communications APIs (Nexmo)
Zendesk

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$18 per user per month
Professional Plan: $18 per user per month
Teams Plan: $36 per user per month
Free Version
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub

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

Insurance Billing

Not specified

Categories and Features

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Interaction Tracking
Lead Management
Sales Pipeline Management

Conversion Tracking

Not specified

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
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

Dashboard
Graphical Data Presentation
Performance Metrics
Sales Trend Analysis

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