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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.

What is CONTACTfile?

CONTACTfile CRM serves as a personalized contact management system, specifically crafted to meet the needs of small businesses in the UK. This cutting-edge platform provides vital tools for organizing and managing your contacts, allowing you to effortlessly access them whether you're working from home or at the office. With features like setting reminders and the ability to easily import and export data, CONTACTfile enhances your operational efficiency significantly. Have you ever been in a situation where you needed to contact someone but were unsure where to locate their details? Many people turn to their smartphones, email applications, or even a haphazard assortment of business cards for help, which is hardly an effective strategy. As you evaluate your contact management methods, consider whether a specialized program could boost your productivity. If you believe there’s room for improvement, then implementing a dedicated customer-relationship management (CRM) system could be the key to unlocking your potential. In the fiercely competitive market of today, leveraging a CRM is crucial for any business committed to achieving success. Ultimately, investing in a comprehensive contact management solution can revolutionize how you interact with clients and cultivate lasting relationships. This strategic choice may very well lead to increased growth and customer satisfaction.

Media

Media

Integrations Supported

Acuity Scheduling
CANDDi
CallFire
Clear Books
Facebook
Formstack Documents
FreeAgent
HubSpot Marketing Hub
JustCall
MailerLite
Mention
OnceHub
PandaDoc
RegFox
SupportBee
Teamwork.com
Trello
WP Fusion
Wufoo

Integrations Supported

Acuity Scheduling
CANDDi
CallFire
Clear Books
Facebook
Formstack Documents
FreeAgent
HubSpot Marketing Hub
JustCall
MailerLite
Mention
OnceHub
PandaDoc
RegFox
SupportBee
Teamwork.com
Trello
WP Fusion
Wufoo

API Availability

Has API

API Availability

Has API

Pricing Information

$18 per user per month
Free Trial Offered?
Free Version

Pricing Information

$150 one-time payment
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

Zestia

Date Founded

2009

Company Location

United Kingdom

Company Website

www.capsulecrm.com

Company Facts

Organization Name

BarnData

Date Founded

2006

Company Location

United Kingdom

Company Website

www.contactfile.co.uk

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

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

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