Capsule Reviews & Ratings

Capsule

4.0 out of 5 stars

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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 Quotient?

Quotient stands out as an intuitive and sophisticated online platform specifically crafted for the generation and management of quotes, enabling users to easily create, send, and monitor their quotes. This application is fully compatible with Mac, iPhone/iPad, and Windows systems, providing a secure environment for all users. Among its robust features are acceptance confirmation emails, customizable quote templates, internal private notes, and the convenience of one-click online acceptance, which collectively streamline the quoting process considerably. Furthermore, Quotient offers seamless integration with a variety of applications, such as Xero, Zapier, Insightly, QuickBooks Online, Capsule, MailChimp, and Highrise, thereby amplifying its capabilities and adaptability. Consequently, businesses can enhance their operational efficiency and foster better communication with clients through this all-encompassing solution. In today’s fast-paced business landscape, having such a tool can significantly reduce the time spent on quoting, allowing teams to focus on other critical tasks.

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

Bookkeeper360
Integrately
Mailchimp
QuickBooks Online
Wufoo
Xero
Zapier
Insightly
QuickBooks Online Advanced

Integrations Supported

Bookkeeper360
Integrately
Mailchimp
QuickBooks Online
Wufoo
Xero
Zapier
ActiveCampaign
CANDDi
Cloudbeds
Constant Contact
Databox
Fluttermail
LiveHelpNow
MailerLite
SurveyMethods
X (Twitter)
Zoho RPA

API Availability

API Availability

Pricing Information

$20.00/month
Free Trial Offered?

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

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub

Company Facts

Organization Name

Quotient

Date Founded

2012

Company Location

New Zealand

Company Website

quotientapp.com

Company Facts

Organization Name

Zestia

Date Founded

2009

Company Location

United Kingdom

Company Website

www.capsulecrm.com

Categories and Features

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customizable Branding
Discount Management
Pricing Management
Proposal Management

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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