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
- James B.Chief Solutions Officer
I am thoroughly impressed with this CRM! Easily integrated (like 5 minutes!) and using it with almost every transaction/action in the workplace. Its intuitive interface simplifies workflow, making managing contacts a breeze. They have a great pipeline set up that enables us to manage and organise sales stages. The standout feature, however, is the exceptional customer support. The team was responsive, knowledgeable, and goes above and beyond to address any queries promptly. Their dedication ensures a seamless experience, setting this CRM apart from the rest. Highly recommend for businesses seeking not only a robust tool but also top-notch support! Review collected by and hosted on G2.com.
- Josephine S.Owner
I just started using Capsule and just like Trello, I'm having a hard time falling in love. For weddings it's not very intuitive and seems like a lot of work. Perhaps I just can't get past the main page/ dash board. It's too crowded and I wish there was a way to filter the view (by keywords) or minimize the conversations, or view more of the updates on a particular client without having to click away. Review collected by and hosted on G2.com.
