Capsule CRM is an online CRM system that allows you to manage and keep track of people, businesses, and companies with whom you trade. With Capsule, you can keep track of conversations, opportunities in your pipeline, and stay on top of when and what needs to be done.
Alive Docs Explorer provides you fast access to all your Capsule CRM Contacts and allows you to send immediately them documents like letters, brochures, etc.
Now you can instantly send your clients personalized documents like newsletters, invitations, promotions, thank you letters, order confirmations, overdue notices, etc using your personal custom documents.
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Capsule CRM integrates with Zendesk . Zendesk delivers the leading cloud-based customer service software. Loved by customers for its si...
Capsule CRM integrates with Zapier. Zapier lets you easily connect the web apps you use, making it easy to automate tedious tasks. Yo...
Capsule CRM integrates with Yesware. Yesware is a sales productivity company that provides email analytics, tracking, CRM integration,...
Capsule CRM integrates with Xero. Xero is an online accounting platform that is designed for small businesses and their advisors. W...
Cloudswave Score for Capsule CRM
Rating based on 20 Critic Reviews
Robin Vanderbilt, on GetApp
I've been using Capsule CRM in a few different organisations for about 2 years. It far surpasses the extremities of Zoho and Salesforce. The layout is easy on the eyes. It's a very simple system for documenting history against clients whether it be cases, sales opportunities or a timeline of notes.
Pros : Lists of contacts and/or organisations can be generated based on field or tag criteria Data-tagging is a great way to use additional fields within a tag Integration with other systems is seamless Email dropbox is handy for sending notes or copying client correspondence via email Tracks are an absolute life-saver - you can set up tasks in a track to help manage a case or opportunity
Cons : Multiple tasks in tracks can't be allocated to employees
Rosi Muñoz, on TrustRadius
Capsule Use Cases and Deployment ScopeOnly those involved in business development have Capsule licenses (though as a supporting team member, I sometimes help them maintain and organize their information). It allows us to centralize our research on potential buyers, keep our sales pipeline current, and project what the future holds.
Pros : Capsule is very easy to use. You can just jump in and learn as you go. There are advantages to really learning the ins and outs, but for those who aren't sold on a CRM to begin with it's good for just getting them started. It is what you make of it--you can use the most basic features or really dive in to the many functionalities.The UI is clean and intuitive. We don't get easily overwhelmed while using it.Capsule has a very robust contact management system. It allows for the generation of very
Cons : I REALLY wish they had the option to list an individual as being part of more than one company. That is a pretty basic feature that should be included!It would be nice to have a more flexible workflow option with Tracks ("if this then that"), or a very simple flowchart of tasks that are generated depending on which way the opportunity goes.There are barely any Capsule videos on Youtube. A feature I would really love is a set of tutorials or webinars that I could use for learning and for training
Andy Pearson, on Business Beginings
Capsule CRM is a very capable CRM for a range of orthodox business requirements. If you are doing anything unusual you could easily find its limits but for many it could be a tool to support significant business growth.
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