Used by 84% ProfessionalsCapsule CRM Overview
/5
- Linux
- Windows
- Large Enterprises
- Small Businesses
Capsule CRM is a user-friendly customer relationship management platform. It enables businesses to efficiently manage contacts, track interactions, and streamline sales pipelines. With features like contact organization, task management, and opportunity tracking, it aids in enhancing customer relationships and optimizing sales processes. Its intuitive interface makes it a valuable tool for small to medium-sized businesses seeking effective customer management solutions.
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
- Rosi MuñozAnalyst
Only 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.
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 specific lists within existing contacts, which is good if the user has to keep track of thousands of individuals and companies. There is a tagging feature that is great for further organizing contacts. I like that there is a simple workflow option. I encourage the sales guys to make use of this "Tracks" feature, and they often do (but if they don't, it's not the end of the world, which is nice). It provides custom sets of tasks that are created as soon as you start an opportunity or a case. Capsule has a LOT of integrations, which is great if you're looking to expand what you do with your CRM. We got Capsule just to keep track of the sales pipeline, but now that everyone's on board with the concept of a CRM (they weren't sold at first!) we can look into implementing more robust programs that can "talk to" Capsule. - Mike W.Director
Calendar and task view can be a little annoying to use when trying to move a task to another month but you do get used to it. Review collected by and hosted on G2.com.
