What Is Capsule CRM?
Capsule CRM is a cloud-based customer relationship management (CRM) software that helps businesses manage their contacts, sales pipeline, and customer interactions. It provides a centralized database for storing and organizing customer information, allowing businesses to easily track their interactions and manage their relationships with clients.
Capsule CRM offers a range of features, including contact management, task and activity tracking, sales forecasting, and reporting. It also integrates with a variety of other tools, such as email clients, calendars, and social media platforms, allowing businesses to streamline their workflows and improve their productivity.
One of the unique features of Capsule CRM is its “opportunities” feature, which allows users to track potential sales and deals through the sales pipeline. This feature helps businesses keep track of their progress and identify areas for improvement.
Overall, Capsule CRM is a powerful and user-friendly tool that can help businesses of all sizes improve their customer relationships and streamline their sales processes.
Capsule CRM Pricing
Capsule CRM offers different pricing plans to fit the needs of different types of businesses. Here are the current pricing plans as of my knowledge cutoff date (2021-09):
- Free Plan: This plan is suitable for freelancers or small businesses who want to manage basic contact information. It includes 2 users, up to 250 contacts, and basic sales tracking features.
- Professional Plan: This plan costs $18 per user per month and includes advanced contact management features, sales tracking, and integrations with other tools such as G Suite and Mailchimp. It also includes up to 50,000 contacts, unlimited opportunities, and custom fields.
- Teams Plan: This plan costs $36 per user per month and includes all the features of the Professional plan, plus additional team management features such as task assignments and team permissions. It also includes up to 100,000 contacts.
- Enterprise Plan: This plan is designed for larger organizations and offers advanced customization and integration options. It includes all the features of the Teams plan, plus premium support and dedicated account management. The pricing for this plan is available upon request.
It’s important to note that pricing and features may change over time, so it’s always best to check Capsule CRM’s website for the latest information.
Key Capsule CRM Features
Capsule CRM offers a range of features to help businesses manage their contacts, sales pipeline, and customer interactions. Here are some of the key features of Capsule CRM:
- Contact Management: Capsule CRM provides a centralized database for storing and organizing customer information, including names, addresses, phone numbers, email addresses, and social media profiles. Users can also create custom fields to capture additional information specific to their business.
- Sales Pipeline Management: Capsule CRM allows users to manage their sales pipeline by tracking deals through different stages, such as “Prospect,” “Qualified Lead,” “Proposal,” and “Won.” This helps businesses keep track of their progress and identify areas for improvement.
- Task and Activity Tracking: Users can create tasks and activities within Capsule CRM and assign them to specific team members. This helps ensure that nothing falls through the cracks and that everyone is working together efficiently.
- Reporting and Analytics: Capsule CRM provides a range of reporting and analytics tools to help businesses track their performance, including sales forecasting, pipeline reports, and activity reports.
- Email Integration: Capsule CRM integrates with popular email clients such as Gmail and Outlook, allowing users to manage their email correspondence within the CRM system.
- Third-Party Integrations: Capsule CRM integrates with a range of other tools, such as Mailchimp, Xero, and Zapier, allowing businesses to streamline their workflows and improve their productivity.
Overall, Capsule CRM provides a powerful and user-friendly toolset for managing customer relationships, sales pipelines, and team workflows.
Capsule CRM Ease Of Use
Capsule CRM is designed to be user-friendly and easy to navigate, even for those who are new to CRM software. Here are some of the key factors that make Capsule CRM easy to use:
- Simple Interface: The interface of Capsule CRM is clean, intuitive, and easy to navigate. The different sections of the software are clearly labeled and organized, making it easy to find what you need.
- Easy Contact Management: Adding new contacts to Capsule CRM is straightforward, and the software provides a range of customization options to ensure that you can capture all the information you need.
- Intuitive Sales Pipeline: Capsule CRM’s sales pipeline is easy to understand and customize. Users can easily drag and drop deals between stages, and the visual representation of the pipeline makes it easy to see where each deal stands.
- Task Management: Capsule CRM’s task management features are easy to use and allow users to quickly create new tasks, assign them to team members, and set due dates.
- Integration with Other Tools: Capsule CRM integrates with a range of other tools, such as email clients and accounting software, making it easy to bring all your tools together in one place.
Overall, Capsule CRM is designed to be user-friendly and intuitive, allowing businesses to get up and running quickly and start managing their customer relationships with ease.
Reporting In Capsule CRM
Capsule CRM offers a range of reporting and analytics tools to help businesses track their performance and gain insights into their sales and marketing activities. Here are some of the key reporting features in Capsule CRM:
- Sales Forecasting: Capsule CRM allows users to forecast their sales revenue based on their pipeline and deal stages. This helps businesses plan and manage their resources effectively.
- Pipeline Reports: Capsule CRM provides a range of pipeline reports that allow users to see the status of their deals, identify bottlenecks, and prioritize their sales activities.
- Activity Reports: Capsule CRM’s activity reports provide insights into the number of tasks completed, emails sent and received, and other interactions with contacts. This helps businesses track their productivity and identify areas for improvement.
- Custom Reports: Capsule CRM allows users to create custom reports based on specific criteria such as deal value, contact location, or custom fields. This allows businesses to tailor their reporting to their specific needs.
- Exporting Data: Capsule CRM allows users to export their data in a variety of formats, including CSV, Excel, and PDF. This makes it easy to share data with other team members or import it into other systems.
Overall, Capsule CRM’s reporting and analytics tools provide businesses with valuable insights into their sales and marketing activities, helping them make data-driven decisions and improve their performance over time.
Alternatives To Capsule CRM
There are several CRM software alternatives to Capsule CRM. Here are some popular options:
- HubSpot CRM: HubSpot CRM offers a range of sales and marketing tools, including contact management, sales pipeline management, email tracking, and reporting. It also offers a free version with basic features.
- Zoho CRM: Zoho CRM offers a comprehensive set of sales, marketing, and customer service tools, including contact management, lead management, marketing automation, and reporting. It also offers a free version with limited features.
- Salesforce CRM: Salesforce CRM is a popular cloud-based CRM software that offers a wide range of features, including contact management, sales pipeline management, marketing automation, and reporting. It is suitable for businesses of all sizes.
- Pipedrive: Pipedrive is a sales-focused CRM software that offers a user-friendly interface and visual sales pipeline. It includes features such as contact management, lead management, and reporting.
- Agile CRM: Agile CRM offers a range of sales, marketing, and customer service tools, including contact management, sales pipeline management, marketing automation, and reporting. It also offers a free version with basic features.
These are just a few of the alternatives to Capsule CRM available in the market. Each of them has its own strengths and weaknesses, so it’s important to evaluate each one based on your business’s specific needs and requirements.
Capsule CRM Conclusion
In conclusion, Capsule CRM is a user-friendly and affordable CRM software that offers a range of features to help businesses manage their customer relationships more effectively. Its key features include contact management, sales pipeline management, task management, and reporting.
Capsule CRM’s interface is intuitive and easy to navigate, making it a good option for businesses that are new to CRM software. It also offers integrations with a range of other tools, such as email clients and accounting software, which can help businesses bring all their tools together in one place.
While Capsule CRM may not offer the same level of customization and advanced features as some of its competitors, it provides a solid set of features for businesses looking for a straightforward CRM solution. Overall, Capsule CRM is a good option for small and medium-sized businesses that want a cost-effective and easy-to-use CRM software.
FAQs
What type of businesses is Capsule CRM suitable for?
Capsule CRM is suitable for small and medium-sized businesses that want a cost-effective and user-friendly CRM solution. It is ideal for businesses that need basic contact management and sales pipeline management features.
Does Capsule CRM offer a free trial?
Yes, Capsule CRM offers a free 30-day trial. During the trial period, users can access all the features of the software.
What integrations does Capsule CRM offer?
Capsule CRM offers integrations with a range of other tools, including Google Apps, Outlook, Mailchimp, Xero, and Quickbooks.
Is Capsule CRM cloud-based?
Yes, Capsule CRM is cloud-based, which means that users can access it from anywhere with an internet connection.
Does Capsule CRM offer mobile apps?
Yes, Capsule CRM offers mobile apps for both iOS and Android devices, allowing users to manage their contacts and tasks on the go.
What type of customer support does Capsule CRM offer?
Capsule CRM offers email support during business hours and has an extensive knowledge base with articles and tutorials to help users get started with the software. They also have a community forum where users can ask questions and share tips.