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.

Pricing

Price Starts At:
$18 per user per month
Price Overview:
Professional Plan: $18 per user per month
Teams Plan: $36 per user per month
Free Version:
Free Version available.
Free Trial Offered?:
Yes

Integrations

All Capsule Integrations
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Screenshots and Video

Play Video Capsule Screenshot 1 Capsule Screenshot 2

Company Facts

Company Name:
Zestia
Date Founded:
2009
Company Location:
United Kingdom
Company Website:
www.capsulecrm.com
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Product Details

Deployment
SaaS
iPhone
iPad
Android
Training Options
Documentation Hub
Video Library
Support
Standard Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

Capsule Categories and Features

Sales Forecasting Software

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Lead Management Software

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Contact Management Software

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 Software

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

More Capsule Categories

Capsule Customer Reviews

Write a Review
  • Reviewer Name: A Verified Reviewer
    Position: Gallery Manager
    Has used product for: Less than 6 months
    Uses the product: Weekly
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Easy to Use CRM

    Date: May 22 2020
    Summary

    This CRM is an excellent tool for a small-medium sized company as it covers most basic tasks accomplished by a CRM software. The price point is hard to beat, however the there are less feature, so it's true to say you get what you pay for.

    Positive

    This CRM is a very user friendly and easy software to learn. One of the best features is the feature called "tracks" that helps in setting up a path or flow of tasks to be done while working on a lead. It also offers good integration support. Also it is fairly inexpensive.

    Negative

    The UI is pretty basic and doesn't have all the features you might be used to seeing on more complex (and more expensive) CRMs, for instances there is no live-chat feature.

    Read More...
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