About Capsule CRM
Capsule CRM Features
- Report Filtering : Enables users to generate filtered reports based on timeframes, users, or teams, for better clarity in data analysis.
- Export Reports : Easily exports data or save chart images for seamless integration with other tools like Excel.
- Import Contacts : Users can import contacts into Capsule CRM from spreadsheets or CSV files.
- Auto-Enriched Profiles : Automatically supplements contact profiles with associated social network information, enriching your understanding of contacts.
- Shared Inbox : Centralizes emails, ensuring consistent communication by sending messages from a unified account.
- Record Restoration : Enables users to restore deleted records within 30 days, safeguarding against accidental data loss in Capsule CRM.
Capsule CRM Ratings and Reviews
- Alicia Barevich, bCRE, bCEEDatabase Administrator
Capsule CRM is a very powerful free CRM that can handle the fairly complex needs of our book marketing company. It is used across the whole organization to track leads, clients, and marketing contacts. We connect authors to books, and books to newspapers, bookstores, etc, and Capsule CRM is able to handle that for us for free. It's not super customizable, but it is the best we could hope for for the price!
Many fields. It's not super customizable, at least at the free level, but there are many fields that you can utilize to fit your needs Entirely web based. We've never experienced down time or lag issues. Free! It's hard to find a powerful database for free. - Verified User in Consumer GoodsSmall-Business(50 or fewer emp.)
I wish states were offered as a drop down box to select options rather than type them in because if there is even one type-o then you can no longer look up individual businesses or contacts by state. A drop down box would eliminate all error. This same concept can be applied in multiple portions of the software. Review collected by and hosted on G2.com.