- Capsule is a Customer Relationship Management (CRM) SaaS web application and mobile app developed by Zestia, a privately-held software company headquartered in Manchester, United Kingdom and founded in 2009.
- CRM Software you can use anywhere. Capsule is CRM software you don't need to install. There's no need to download or buy a disk, simply make an account and login. This will give you access to all our features. CRM software is no longer tied to licenses per machine but available from the cloud wherever you are.
What is Capsule CRM ?
Capsule for iPhone provides access to your contacts, tasks, opportunities, cases and more. Capsule is the easy online CRM for doing business. Use Capsule to keep track of the people and companies you do business with, communications with them, opportunities in the pipeline and what needs to be done when. Capsule for iPhone features.
Suitable mostly for small businesses and startups, Capsule CRM is known for its simplicity, flexibility, and effective web-based software. You can use Capsule App to track your contacts and companies you do frequent business with. This software can also be used to track communications, sales opportunities, and what activities are pending and need to be carried out. In short, these tools enable you to not only track your customers but also manage contacts, leads, vendors, and more!
Use of Capsule CRM
What makes Capsule software stand out is that these tools let you organize your emails, notes, and documents easily. Enabling you to store the complete history of various businesses stored in one place.
Share tasks with your team using the Capsule CRM app. The Capsule also lets you manage your projects by creating and monitoring tasks, assigning them to your co-workers, and controlling all the deadlines and milestones. You can also use the application to customize information about your customers and contacts.
It is also available on mobile platforms via tablets and smartphones. Another great feature about Capsule CRM email integration is that supports a range of software, right from email marketing, document management, and accounting, to customer support.
Vendor Details
- Company: Zestia
- Website: www.capsulecrm.com
- Founded in 2009
- United Kingdom
Capsule Crm Mac App Software
Key Metrics of Capsule CRM
The capsule company has become a known name in the CRM as it provides a complete contact management program to users. It lets you store and organize information about your customer and contacts. Capsule App also allows you to create tasks and to-do lists, which helps you keep a track of tasks. This tool also enables you to create custom categories for data about your contacts, to help better organize your information without causing confusion.
Not only that, with Capsule users can easily share data and contact their team, import contacts from Outlook, Gmail, vCard, spreadsheets, and CSV files into capsules.
You also get a quick summary of potential sales and opportunities via the sales dashboard! You can keep track of the various opportunities and milestones that are linked with a success factor that you can use to forecast potential sales revenues. Taking you closer to making a sale, you can also generate reports and extracts from the pipeline, using configurable filters.
Capsule CRM Security
Capsule’s servers are hosted in Amazon’s data centers, assuring your data is safe and secure. Additionally, this tool provides great security options as information that passes between the computer and their servers is encrypted using SSL, which is the same technology used to protect data. Moreover, capsule software stores all your data in multiple locations in real-time, which taking a back-up of your data every hour. This ensures the chances of data loss is extremely low.
There is no software to install with the Capsule app, and because you access it online you are always using the latest version.
The Capsule CRM can be integrated with other popular business software such as Xero, FreshBooks, Zendesk, Mailchimp, among others.
Capsule CRM Pricing
Capsule CRM offers a flexible, pay-as-you-go service that you can cancel or upgrade at any time. There are two plans offered:
Free
- Up to 2 users
- 10MB storage
- 250 contacts
- Unlimited opportunities
- Unlimited cases
Professional – $18/month per user
- 30-day free trial
- 10GB storage per user
- 50,000 contacts
- Unlimited opportunities
- Unlimited cases
- A lot of integrations including Xero, FreshBooks, MailChimp, Wufoo & more
Teams – $36/month per user
- 30-day free trial
- 20GB storage per user
- 100,000 contacts
- Unlimited opportunities
- Unlimited cases
- A lot of integrations including Xero, FreshBooks, MailChimp, Wufoo & more
For more information about Capsule’s pricing, click here.
Capsule App Features
1. Customer Relation Management
- Calendar/Reminder System
- Document Storage
- Email Marketing
- Marketing Automation Integration
- Mobile Access
- Quotes/Proposals
- Segmentation
- Social Media Integration
- Task Management
- Territory Management
2. Lead Management
- Activity Tracking
- Campaign Management
- Lead Capture
- Distribution of Leads
- Nurturing of Leads
- Lead Scoring
- Segmentation of Leads
- Pipeline Management
- Prospecting Tools
- Source Tracking
3. Online CRM
- Cataloging / Categorization
- Customer Support Tracking
- Email Response Control
- Performance Metrics
- Search
4. Capsule Dashboard
- Graphical Data Presentation
- Performance Metrics
- Sales Trend Analysis
5. Small Business CRM
- Calendar/Reminder System
- Document Storage
- Forecasting
- Marketing Automation Integration
- Quotes/Proposals
- Segmentation
- Social Media Integration
- Task Management
- Territory Management
Pros and cons
- All of your organization and contact information in one place
- Mobile app for capturing new leads
- Email integration makes tracking email correspondence easy
- Nice integration with Socials to retrieve people information (pictures)
- It can be tailored to a significant extent
- Easy to track relationships and communications
- Easy to assign and track tasks
- Nice light easy to navigate interface
- Export functionalities and query are limited
- Unable to import contacts from office 365 or Gsuite
- Some of the fields require opening and saving as opposed to modern just enter fields.
Capsule Integration
When it comes to Capsule CRM integrations, its known for providing multiple options for higher efficiency. Listed below are the top integrations across various uses:
Contacts
- Google Contacts
- PieSync
- Dedupely
Contracts & Proposals
- Proposable
- NiftyQuoter
- Quotient
- Magento with Cart2Quote
- PandaDoc
- WebMerge
- Signable
- edocr
- Direct Mail Manager
- Better Proposals
Customer Success
- Akita
Dashboards
- Grappster
- AppInsights
- SalesWally
- UnifiedVU
Email Marketing
- Mad Mimi
- MPZ Mail
- E-goi
Google Integrations
- G Suite
Help desk
- Zendesk
- Freshdesk
- Help Scout
- SupportBee
- Enchant
- LiveHelpNow
Integration Platforms
- Zapier
- Flow XO
- Automate.io
- Yoke.io
- Cyclr
- LeadsBridge
- Integromat
Inventory Management
- Cin7
- DEAR Systems
Invoicing & Accounting
- Xero
- KashFlow
- FreeAgent
- FreshBooks
- ClearBooks
- Billiving
- Sage Business Cloud Accounting (UK)
Job & Time Tracking
- Toggl
Migration Services
Capsule Crm Reviews
- Import2
- Data2CRM
Mobile Integrations
- call2CRM (Android)
- Business Card Reader for Capsule CRM (Android)
Office Management
- Office R&D
Project Management
- TidyWork
- JIRA integration by TIG
Telephone & VoIP
- Netfuse
- Kixie
- Callmaker
- FONREACH
- CircleLoop
- Text Marketer
Website chat
- ClickDesk
- Userlike
- Tidio
Website forms
- Wufoo Forms
- Ninja forms
- Gravity Forms
Moreover, if you want to develop your own integration, you can use the capsule’s RESTful API to develop and create add-ons or Capsule integration with other applications.
Specification
Devices Supported
- Windows
- Linux
- Android
- iPhone/iPad
- Mac
- Windows Mobile
Language Support
- English
Pricing Model
- Free
- Monthly payment
Customer Types
- Small Business
- Freelancers
Deployment
Capsule Crm Mac Apple
- Cloud Hosted
Capsule CRM Support
Support is not one of the strongest benefits of Capsule, however, the team at Capsule is working towards providing better and faster support to their users. Mentioned below is how you can contact the Capsule’s support team:
Capsule Crm Tutorial
- HelpDesk
- Phone
Mac app bar hide. Thank you for reading Toolsmetric Article on Nutshell. You can also check out other alternative CRM tools for sales below :
Sales Tools
Sales Pipeline
A summary of all sales opportunities including potential values and where they are in the pipleine.Pipeline dashboard
Track conversion rate, sales pipeline milestones and forecast in one view.Kanban visual pipeline
See all your opportunities in one pipeline, drag and drop to each stage as they progress.Currency support
Select the currency that you prefer and this will be used across Capsule.Opportunity filtering
Filter opportunities based on status, tag, milestone and more.
Task Management
Tasks & Calendar
Create tasks for appointments, meetings, phone calls, submission deadlines and more.Repeating tasks
Set a task to repeating daily, weekly or monthly.Task reminder emails
Receive task reminder emails at the start of each day.Task automation
Use Tracks to set up a series of tasks that each become active one after the other.Calendar view
See all of your tasks in a weekly or monthly calendar view.Subscribe to calendar
Subscribe to your tasks and view them on your personal calendar.
Reporting
Sales analytics
Monitor every aspect of your sales cycle and understand your business to help you make informed decisions.Activity reporting
Shows activities completed by each user and the specific activity types.Advanced sales reportsTeams
10+ reports on won/lost opportunities, pipeline growth, average time to won plus more.Export reports
Export all of your report data or save an image of your chart for import into other tools such as Excel.Google Data StudioTeams
Use Data Studio to multiple data sources, create interactive dashboards and build reports.Report filtering
Filter reports based on time periods, users or teams for a clearer picture.
Contact Management
Contact management
Everything you know about the people, companies and organizations that you do business with.Full text search
Quickly find any text within all your notes and emails.Auto-enriched profiles
Automatically add social network profiles associated with a contact.Attach files
Attach agreements, quotes, proposals and any other files you need.Import contacts
Bring your contacts to Capsule by importing them from a spreadhseet, CSV and more.
Security & Permissions
Two-factor authentication
Add an extra layer of security to your account using your mobile device.G Suite Single Sign-on
Log in to Capsule using your exsiting G Suite email and password.Restore deleted records
Super administrators can restore deleted records within 30 days.User roles
Best mac app downloads. Assign users to one of three different roles to ensure that users only have access to certain records.Data export
Export your data for safe keeping or for transferring to another system.GDPR compliance
We have updated our data processes and practices to maintain GDPR compliance.Restrict access to recordsTeams
Define what each user can see and edit.
Connectivity
Add-ons & Integrations
Connect your favorite tools with Capsule.iOS & Android app
Access Capsule anywhere with our mobile app.Website form lead capture
Capture leads directly via a form on your own website.Premium integrations
Power-up Capsule by using G Suite, Xero, FreshBooks, MailChimp, Wufoo and more.Automate with Zapier
Use Zapier to integrate with thousands of other business tools.API access
Use Capsule's API to integrate with your custom or third party application.
Customization
Customizing Capsule
Make Capsule your own by customizing fields, tags, milestones and more.Mail drop box
Forward emails to an email address unique to your account - an easy way to store emails.Custom fields
Record the information that is important to you and your business.Custom milestones
Easily tailor your sales pipeline steps to suit your workflow.Custom branding
Choose a custom logo for your login screen and change the color scheme.Custom activity typesTeams
Add unique activities that are meaningful to your business.Custom tags
Set up tags to categorize or group your contacts based on your own business needs.Custom lists
Manage contacts in lists by filtering using your own or using a custom field you have added.Custom lost reasons
Add reasons why a deal was lost and identify the most commons ones.DataTags
Set up tags to categorize or group your contacts based on your own business needs.Custom titles
Add custom titles to personalize your contacts information.