Capsule – A CRM That’s Easy to Swallow: Comprehensive Review

What is Capsule?

Capsule is a customer relationship management (CRM) software that looks to make CRM simple by offering six core capabilities to run your business. Managing Sales Pipeline, Managing Relationships, Organizing Emails, Saving Contact Histories, Completing Customization, and Performing Task Management — these six core functions and features makes this software simple, smart, and easy to use from its cloud-based deployment.

Intended Users

Capsule CRM is perfect for SMBs (small-medium businesses) that are looking for a powerful but simple to use CRM software that will give you the core components to keep excellent relationships with customers and clients as well as perform task management, organize your emails, manage your sales pipeline, and offer you customization to fit your business and industry.

Deployment / Platform(s)

  • Cloud, SaaS, Web
  • Mobile App (Android, iOS)

Mobile

The Capsule CRM Mobile App is available for iOS and Android devices. The features of this mobile function can be found in the section below.

 

Features

Capsule CRM includes the following functions and features in both plans that will allow you to manage your business, manage customer relationships, market, and improve the efficiency of your business.

 

Contact Management

Managing your contacts is one of the most important parts of running a business, and this CRM has a host of options in it’s six-feature core that will do the job right.

  • Sharing Contacts

Share contacts and client information with co-workers, which will make sure you have one, single, up-to-date view of the contact. No more confusion or duplicate files.

  • Attach Documents and Notes

With this feature, you can easily add notes about conversations with customers, meeting outcomes, clients, and how the contact is know to you (a customer, vendor, potential business partner, etc…).

In addition, you can attach documents such as agreements, proposals, and other files.

  • Import and Export Contacts

If you already have a contact list and are just buying Capsule CRM (which is very likely), they make it easy to import those contacts from: Gmail, vCard, Outlook, spreadsheets, and any CSV file.

  • Categorize Your Contacts

You can categorize your contacts using tags that you can define yourself — this makes tagging easy and relevant for your business. Tag contacts as a vendor, customer, lead, etc… You can  even customize Capsule CRM to record information when another tag is applied. For example, “lead source” when a person is tagged as a lead.

  • Attach Emails

Track your email communications by sending emails from Outlook or any email client into Capsule. The email becomes a part of the contact’s history along with any attachments. This makes it easy to find in one location.

Tasks & Calendar

  • Create Standardized Process

If you have any standard processes (or SOP) like the way you approach a sale, you can configure these as “tracks” in Capsule in order to enable the same set of tasks to be followed for each case or sales opportunity. Each task in a “track” can be linked to a previous one.

Ex: A “call back” task can be set as due 5 days after an “initial call” task. This means that you can automate when tasks appear so you can keep yourself on track without stressing out about timelines and being late.

  • Tasks for Any Occasion

Create new tasks for meetings, phone calls, appointments, submission deadlines, and much more.

  • Link Tasks

You can link up tasks with cases, contacts, and opportunities so that it is easier to refer back to what the task was about – it’s easy to forget when you’re so busy.

Sales Pipeline

  • Share

Share sales opportunities with team members and co-workers for collaboration.

  • Up Front Summaries

Receive a quick summary of opportunities on-the-go through the sales dashboard — this includes: potential values, where they are up to, and what needs to be completed next.

  • History

Keep track of the history of an opportunity by adding notes and attaching documents.

  • Keep Track

Keep track of where sales opportunities are at — use milestones such as: prospect > meeting > proposal > won, etc… Each milestone is linked with a “success factor” that is used to forecast potential sales revenue. Capsule CRM includes a standard set of milestone variables that you can configure with your own.

  • Reporting

Generate extracts and reports from the pipeline using configurable filters.

Customize Capsule

  • Custom Fields

Extend your tags with custom fields that are relevant to your business and industry. If you sell to customers through partners, you can add your own fields to the customer tag to record who the introducing partner was and the date of introduction.

  • Customize Process

Customize the sales milestones and process.

  • Customize Contacts

Personalize contacts and users with avatar photos and tags in order to make each contact and user unique and easily recognizable.

  • Personalized Design

You can even brand your Capsule CRM account using your own logo and colors.

Mobile App

With the Mobile App feature of Capsule CRM, you can do just about all you need to do on the move. With up-to-date information, the ability to begin emails or calls from a contact’s profile, to data and contact history, Capsule Mobile App makes your work a lot easier to start even when you aren’t at work.

  • Syncing

Even when offline, Capsule Mobile App will sync any changes you make once you reconnect to the internet.

  • Manage Tasks Remotely

With the highly effective Mobile App, it is simple to know what tasks are upcoming and which are overdue, at a simple glance. With a status separated list, you can see what tasks are due today or overdue so you know what you need to get done next.

  • Comprehensive Task View

This allows you to actually create, complete, or assign new tasks to your co-workers or team — this means you don’t have to be at work to assign new tasks — you can do it all from your Mobile App.

  • Contact Management

You can access, update, and add data, even when you are offline. Start any emails or calls you need to make directly from a contact’s profile (or view a contact’s location on the map), directly from the Mobile App. There is also a great filter which allows you to search or filter tasks by tag or owner.

  • Latest Activity

You will have the latest information on your app, which is always kept up-to-date.

  • Data

You can view your history of calls, emails, and notes about any contact on your Mobile App. You can also keep track of sales opportunities and tasks as well.

Additional features include:

  • Vital Sales Pipeline Data at A Glance
  • Granular Opportunities
  • Quick Search
  • Opportunities Sorted by Milestone

Add-Ons and Integrations

What makes Capsule so great is that not only does it provide six core functions and features for a powerful and simple CRM, but you also have the option of adding on functions and integrations in order to extend this CRM’s functionality to your needs. Let’s take a look.

  • G Suite (Google Apps)

With this add-on, you can access Capsule directly from Google Mail. This means you can link your Capsule CRM contacts and tasks to your Google Apps account.

  • Accounting & Invoicing

Integrating accounting and invoicing add-ons is easy as well — you can add-on the following integrations to your Capsule CRM to keep your finances in the same place as your CRM: Xero, Freshbooks, Kashflow, FreeAgent, Billiving, and ClearBooks.

  • Email Marketing

What is a business without marketing? With the email list marketing add-on, you can integrate a ton of different services in order to gain new customers, retain current ones, and maintain great relationships with loyal clients and consumers. These add-ons include: MailChimp, ActiveCampaign, Mad Mimi, MPZ Mail, and Wishpond.

  • Website Forms

You can also integrate forms onto your website for use by both yourself and customers, including: Wufoo Forms, Formstack, Ninjaforms, and Gravity Forms.

  • Website Chat

Online chat is a huge part of gaining new customers and helping out those who are having any issues with their orders or your service(s). This is an easy way that engages customers who don’t have time or want to make a phone call or write an email. This live-help avenue also saves you money and time.

You can add-on the following to your Capsule CRM: Clickdesk, Userlike, and Tidio.

  • Help Desk

In addition to the chat feature, you can integrate a help desk to your site, which is recommended for any business that sells products or services. You can add-on the following popular platforms: Zendesk, Freshdesk, Enchant, Help Scout, Support Bee, and LiveHelpNow.

  • Email Tracking

Knowing if your marketing is working depends on if you are receiving data that can show you what customers (existing or potential) are clicking on in emails you send them. You can add-on: Yesware to this CRM to track emails you send. Yesware is a service for Outlook and Gmail.

  • Contracts and Proposals

The following integrations and add-ons are available: Proposable, NiftyQuoter, Quotient, Magento with Cart2Quote, PandaDoc, WebMerge, RightSignature, Signable, edocr, and Direct Mail Manager.

  • Dashboards

For those of you who prefer to have your own dashboard for your cloud apps, you can add-on: Grappster, AppInsights, Neatly, SalesWally, and UnifiedVU.

  • Integration Platforms

Want to integrate other softwares? No problem! With Capsule’s integration, you can add: Zapier, Flow XO, Automate.io, PieSync, and Yoke,io.

  • Telephone & VoIP

For extra customer telephone or VoIP lines, you can add: Netfuse, Kixie, and Callmaker to your software.

  • Job and Time Tracking

TidyWork and Toggl can be added to Capsule CRM in order to keep track of your employee’s time on the job, as well as figure out time management, material costs, and expenses.

  • Inventory Management

Inventory management softwares such as Cin7 and DEAR Systems can be added to give you a real-time sync of your inventory, POS, and supply chain in a central, cloud-based solution.

  • Mobile Integrations

You can add some mobile integrations as well (for Android). call2CRM (Android) and Business Card Reader for Capsule CRM (Android) are options you can add on.

  • Migration Services

Import2 and Data2CRM are easy to use Migration Services you can add on to your CRM software by Capsule in order to import data.

  • Office Management

No problem! Office R&D is a software that is data-driven and perfect for coworking spaces that will integrate with Capsule right out of the box for an additional price.

  • Develop Your Own Integration

Capsule’s RESTful API can be used by developers to create some clever add-ons or to integrate this CRM with other applications.

Image result for cloud backup

Uptime and Backup

Capsule CRM has a 99.99% uptime rate in the last 12 months. You can rest assured that your connection will be there and your CRM fully functional. With your data secured and backed up on a constant basis, you can also feel great knowing your information is saved in case of a disaster.

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Plans & Pricing

Whether you purchase Capsule CRM’s Professional or Free Plan, your plan will include all of the six core functions and features listed in the “Features” section above. The Professional Plan includes greater storage capacity, contacts, users, and offers integrations for a low monthly price.

The Free Plan is best for very small businesses, especially online-only and businesses run out of your home. The Professional Plan is great for small and even medium-size businesses who need a bit more storage, contact space, and integrations for financials and marketing.

 

Professional

Price: $12 month per user

  • Storage: 2 GB per User
  • Contacts: 50,000
  • Unlimited Opportunities
  • Unlimited Cases
  • Premium Integrations: Xero, Freshbooks, MailChimp, Wufoo, and More!

 

Free

Price: FREE!

  • Up to 2 Users
  • Storage: 10 MB
  • Contacts: 250
  • Unlimited Opportunities
  • Unlimited Cases

 

Free Version

There is a free version of Capsule CRM available, as shown above. You can get started right away with this free version at: https://capsulecrm.com/signup/

 

Free Trial

You can sign up for a free 30 day trial of the Professional Plan by heading to the following link and clicking on the green trial button: https://capsulecrm.com/signup/  

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