CapsuleCRM

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capsulecrm.com

Manytools

CRM Management Tools

CapsuleCRM

Trial

capsulecrm.com

CapsuleCRM offers efficient customer relationship management, powerful sales analytics, seamless software integration, and superior automation tools for modern businesses.

Popularity

11% people use it

Features

Case Management

Tracks issues/help requests reported by customers through the resolution process.

Customer Contract Management

Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts, ensuring compliance with them, and documenting and agreeing on any changes or amendments that may arise during its implementation or execution.

Customization

Allows administrators to customize to accommodate their unique processes. Includes creating custom objects, fields, rules, calculations, and views.

Desktop Integration

Allows users to sync their Email, Calendar, and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.

Case Management

Tracks issues/help requests reported by customers through the resolution process.

Customer Contract Management

Customization

Allows administrators to customize to accommodate their unique processes. Includes creating custom objects, fields, rules, calculations, and views.

Desktop Integration

Allows users to sync their Email, Calendar, and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.

Integration APIs

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable the integration of data, logic, objects, etc with other software applications.

Lead Management

Allows users to manage and track leads through a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution, and Lead Qualification.

Product & Price List Management

Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system.

Reporting

Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.

Sandbox / Test Environments

Allows administrators to develop and test changes to the CRM deployment easily. After changes are made admins can easily migrate the changes into the "live" or "production" environment.

User, Role, and Access Management

Grant access to select data, features, objects, etc., based on the users, user role, groups, etc.

Workflow Capability

Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. It also includes notifications of users when they need to take action.

Platform

iOS

Android

Web

Price$18

Free

Go To Site

Revolutionizing Customer Relationship Management with CapsuleCRM

In the digital age, managing and nurturing customer relationships has never been more crucial. And that's where CapsuleCRM steps in, offering a smart and simplified solution. With features meticulously designed to increase efficiency and build stronger connections, CapsuleCRM is not your everyday CRM. This tool appears to be finely tuned for modern businesses, perfectly combining the art of relationship management with the science of analytics. You get a comprehensive contact management system that allows you to track conversations, access a client's history, and offer personalized experiences. This seems ideal for providing excellent customer service.

Streamlining Sales with Powerful Analytics

CapsuleCRM doesn't stop at just building and managing relationships; it veers into the world of sales too. Its unique sales pipeline enables you to shape your pipeline to match your business process, potentially boosting your sales. But what leaves an impression is the detailed sales analytics feature. This gives you insights into your sales data, helping you make informed decisions. It’s like having a powerful magnifying glass that zooms in on the activities that have the most significant impact on your sales. This could be a game-changer for businesses that need to stay ahead of the curve.

Superior Sales Automation

What if you could automate most of your sales workflows? Well, CapsuleCRM offers just that. With workflow automation, your sales processes may become quicker, easier, and more consistent. This could free up more time for you to focus on other areas of your business. The inclusion of sales management tools like a dashboard, email integrations with Gmail and Outlook, and a Calendar & Task Management tool makes CapsuleCRM a real contender in the CRM domain. The two-factor authentication feature is the icing on the cake, giving you that much-needed peace of mind.

Seamless Integration for Greater Productivity

The CapsuleCRM's blend of function and integration seems to be a breath of fresh air. Its ability to integrate with your favorite software means you may get more tasks done in one day, providing one complete view of your customers. The Android and iOS apps give you on-the-go access so you might not miss a thing. Plus, the customization feature lets you tailor the tool to suit your business needs. With CapsuleCRM, it feels like you've got the whole world of CRM right in your hands.Overall, CapsuleCRM seems worthwhile, promising an organized, insightful, and efficient approach to customer relationship management. It's an asset that has the potential to help you keep your sales tangible and your relationships stronger.

Pros & Cons

Pros

CapsuleCRM offers a range of features from sales pipeline management to contact management and automation tools.

It integrates seamlessly with popular email platforms like Gmail and Outlook.

Offers strong security measures such as two-factor authentication and the ability to restrict access to certain records.

Mobile app available for iOS and Android allowing access to features on the go.

Provides a customizable platform that adjusts to the needs of the business.

A variety of add-ons and integrations available to connect to other business tools.

Cons

May require some technical knowledge to fully leverage the benefits of Capsule's API and integrations.

Customizations, while a strength, can also be overwhelming and complicated for newcomers.

No direct mention of 24/7 customer support, which could be a problem for global businesses in different timelines.

The system may be too feature-intensive for small businesses who need only basic CRM functionalities.

Additional cost for premium integrations, which could increase overall expenses.

Only super administrators have the power to restore deleted records, which might cause delays in urgent situations.

Frequently Asked Questions

Find answers to the most asked questions below.

What features does CapsuleCRM offer for managing customer relationships?

CapsuleCRM offers a range of features for managing customer relationships including Contact Management for tracking customer interactions and providing personalized experiences, a Sales Pipeline for managing sales, and Sales Analytics for informed business decision-making. The platform also offers Workflow Automation to simplify business processes.

How does CapsuleCRM help in sales management?

CapsuleCRM has a variety of tools for sales management. These include a Sales Pipeline dashboard for tracking sales opportunities, a Pipeline Dashboard for monitoring conversion rates and sales forecasts, and Kanban visual pipeline for viewing all opportunities. The platform also offers Opportunity Filtering and supports multiple currencies.

Does CapsuleCRM provide task management capabilities?

Yes, CapsuleCRM provides a number of task management features. Users can create tasks for appointments, meetings, phone calls and more. Tasks can be set to repeat on a daily, weekly, or monthly basis, and task reminder emails are also available. The platform includes a calendar view for tasks and allows for task automation.

How does CapsuleCRM handle data security and permissions?

CapsuleCRM offers two-factor authentication, Microsoft 365 Single Sign-On, and Google Workspace Single Sign-on for added security. Super administrators can restore deleted records within 30 days. Users can be assigned to different roles to ensure access control. CapsuleCRM also allows for data export and complies with GDPR.

Are there any customization options available in CapsuleCRM?

Yes, CapsuleCRM offers several customization options. Users can customize fields, tags, milestones and more. Custom branding options are also available, letting users choose a logo for their login screen and change the color scheme. Custom tags and lists can be created to suit individual business needs.

Can CapsuleCRM be integrated with other tools?

Yes, CapsuleCRM can be integrated with several popular tools and software, including Microsoft 365, Google Workspace, Xero, FreshBooks, Mailchimp, and Wufoo. It also provides API access for integration with custom or third-party applications. Users can also automate tasks using Zapier.

Capsule CRM Review (2023) — Is it Right for Your Business?

10 Jan 2023

CRM, which stands for "customer relationship management," represents a vital aspect of any successful business strategy. A CRM tool like Capsule offers a valuable software solution for managing and maintaining the crucial connections between your organization and its prospects and clients. By utilizing Capsule, you can effectively track and nurture these important relationships, ensuring ongoing growth and success for your company.

Chris Singleton

Style Factory

www.stylefactoryproductions.com

Capsule CRM Review

23 Mar 2023

In search of an affordable and user-friendly CRM for your business? Look no further than Capsule CRM. This platform delivers essential functionality and organization, making it an ideal choice for small sales teams. While it may not possess the advanced features and reporting capabilities of some alternatives, Capsule CRM remains an excellent option for those prioritizing cost and ease of use.

DP Taylor

Small Business Expert,the ascent

www.fool.com

Capsule CRM Review 2023: Pricing, Pros & Cons (Is It Worth It?)

31 May 2021

Capsule is designed to assist startups, small businesses, and medium-sized enterprises in managing customer relationships, increasing lead conversion, and streamlining sales processes. As a top-notch CRM for startups, Capsule allows users to begin with a free plan and later upgrade to a paid plan that grants access to a broader range of beneficial features as their business expands.

Sandra Petrova

crm.org