CapsuleCRM

Trial

capsulecrm.com

Manytools

CRM Management Tools

CapsuleCRM

Trial

capsulecrm.com

Simple yet powerful CRM. Join over 10,000 global businesses and discover an easier way to manage contacts, sales and grow lasting relationships.

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

Discover a New Breed of CRM

The world of customer relationship management has been revolutionized with the arrival of Capsule. This is not just another CRM, but a smart, seamless solution that has been designed with simplicity at its core. It's the perfect tool for businesses of all sizes, eager to streamline their contact management, sales processes, and relationship building strategies.

Embracing Simplicity in CRM

Capsule stands out in a crowded CRM marketplace with its refreshing emphasis on simplicity. It's a tool that anyone can use, regardless of their tech-savviness or lack thereof. The platform is easy to navigate, with an intuitive interface that makes day-to-day tasks a breeze. But don't let the simplicity fool you. Behind the user-friendly design lies a powerful engine, capable of driving business growth and improving customer relationships.

Powering Businesses Worldwide

Capsule is trusted by over 10,000 businesses around the globe, and it's easy to see why. It provides a single, centralized platform where you can manage all your contacts, keep track of sales, and nurture lasting relationships. This is a CRM that grows with your business, adapting to your evolving needs and scaling as you do.

A CRM That Understands Your Needs

A standout feature of Capsule is its understanding of the unique needs of businesses. It's not a one-size-fits-all solution but a flexible platform that can be customized to fit your specific requirements. This understanding extends to its pricing as well, making it a cost-effective solution for businesses on a budget.

Boosting Your Sales Performance

Capsule's impact on sales performance cannot be overstated. With this tool at your disposal, you'll have all the information you need at your fingertips. You'll be able to track sales opportunities, manage your pipeline effectively, and make data-driven decisions that boost your bottom line.

Building Lasting Relationships

At its heart, Capsule is about building and nurturing relationships. It gives you a complete view of your contacts, enabling you to understand their needs better, serve them effectively, and build lasting relationships. It's a CRM that puts the 'R' back in CRM!

A Smart Choice for the Modern Business

In conclusion, Capsule is a smart, simple online CRM that is redefining what a CRM can do. It's the ultimate tool for managing contacts, boosting sales, and building lasting relationships. If you're looking for a CRM that's easy to use yet incredibly powerful, Capsule could just be the solution for you. Give it a try and see the difference it can make to your business.

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