Capsule CRM
Overview
Capsule CRM is a customer relationship management software designed to help small businesses manage and analyze customer interactions and data throughout the customer lifecycle. It offers a range of features including contact management, sales pipeline management, project management, and sales analytics, all aimed at improving efficiency and customer relationships.
Industry: CRM Software
Ideal Customer Profiles: Capsule CRM is ideal for small businesses, startups, freelancers, and any organization looking to improve customer management without complex features. It is particularly beneficial for sales teams, marketers, and business owners who want to streamline their operations and enhance customer relationships.
Website: capsulecrm.com
LinkedIn: http://linkedin.com/company/capsulecrm
Products
Contact Management Software
Capsule CRM's contact management software provides a centralized location for all contact information, minimizing data entry and ensuring all interactions are recorded and easily accessible.
Features
Centralized Contact Information
Description: This feature allows businesses to store all contact information in one place, eliminating the need for spreadsheets and emails. It provides a comprehensive view of customer interactions, including emails, calls, and notes.
Benefit: Users benefit from having all customer information readily available, improving customer service and relationship management.
Integration Syncing
Description: Capsule CRM syncs contact data with other applications in real-time, reducing manual data entry and ensuring that all information is up-to-date across platforms.
Benefit: This feature saves time and reduces errors, allowing users to focus on building customer relationships.
Quick Search
Description: The quick search feature allows users to find any contact or organization quickly using text, email, and field matching.
Benefit: This feature enhances efficiency by allowing users to access important information swiftly, improving response times.
Detailed Interaction Records
Description: Capsule CRM records every interaction with contacts, ensuring that all details are captured and accessible for future reference.
Benefit: Users can build stronger relationships by having a complete history of interactions, avoiding repeated requests for information.
Document Attachment
Description: Users can attach important documents to contact profiles, ensuring that all relevant information is stored in one place.
Benefit: This feature streamlines document management and ensures that all team members have access to necessary files.
Sales Pipeline Management Software
Capsule CRM's sales pipeline management software provides a visual representation of sales opportunities, allowing businesses to track and manage their sales processes effectively.
Features
Visual Sales Pipeline
Description: This feature provides a visual overview of all sales opportunities, allowing users to track progress and manage sales activities efficiently.
Benefit: Users can easily identify bottlenecks and optimize their sales processes, leading to increased sales conversions.
Multiple Sales Pipelines
Description: Users can create multiple sales pipelines to represent different products, services, or markets, providing a tailored view of their sales processes.
Benefit: This feature allows for more accurate sales forecasting and better management of diverse sales activities.
Pipeline Dashboard
Description: The pipeline dashboard provides vital statistics about the sales pipeline, including future sales projections and conversion performance.
Benefit: Users gain insights into their sales performance, enabling data-driven decision-making and strategy adjustments.
Opportunity Tracking
Description: This feature allows users to track potential sales opportunities, set values, and milestones, and gather reports on business deals.
Benefit: Users can forecast sales pipeline value and make informed decisions to close more deals.
Sales Progress Tracking
Description: Users can track the progress of sales opportunities through the sales process, ensuring that no opportunity is missed.
Benefit: This feature helps maintain momentum in the sales process, leading to higher conversion rates.
Project Management CRM
Capsule CRM's project management tool integrates seamlessly with sales and customer interactions, providing a unified platform for managing projects and customer relationships.
Features
Kanban-Style Project Boards
Description: This feature allows users to create customizable project boards to manage workflow and track project progress.
Benefit: Users can visualize project stages and ensure that tasks are completed efficiently, improving project delivery.
Tracks for Consistency
Description: Tracks are a series of grouped tasks that ensure consistency in project management processes.
Benefit: This feature helps teams adhere to best practices, ensuring high-quality service delivery.
Project Visibility
Description: Users gain complete visibility into project status, task assignments, and potential bottlenecks, facilitating better project management.
Benefit: This feature enhances team collaboration and ensures that projects are delivered on time and within scope.
Unified Platform
Description: Capsule CRM provides a single platform for managing sales, service, and support, eliminating information silos.
Benefit: Users benefit from streamlined operations and improved customer experiences throughout the customer lifecycle.
Standardized Processes
Description: This feature allows users to define standardized processes for project management, ensuring that all critical tasks are completed.
Benefit: Users can accelerate workflow efficiency and reduce the risk of errors in project delivery.
Sales Analytics
Capsule CRM's sales analytics tool provides insightful reports that help businesses monitor their sales cycle and make informed decisions.
Features
Pipeline Health Reporting
Description: This feature provides reports on the health of the sales pipeline, including forecasts and growth metrics.
Benefit: Users can identify areas for improvement and optimize their sales strategies for better results.
Activity Reports
Description: Users can track team activities, such as calls and leads generated, and compare performance across teams and individuals.
Benefit: This feature provides insights into team performance, helping managers identify top performers and areas needing support.
Sales Performance Insights
Description: The tool provides insights into sales performance, including won/lost opportunities and average sales value.
Benefit: Users can make data-driven decisions to improve sales strategies and increase revenue.
Data Export
Description: Users can export all reporting data for further analysis or integration with other tools.
Benefit: This feature allows for flexible data management and integration with existing business processes.
Customizable Reports
Description: Users can filter reports by user or team to focus on specific data sets and gain targeted insights.
Benefit: This feature enables more precise analysis and decision-making based on specific business needs.
Workflow Automation
Capsule CRM's workflow automation tools help businesses reduce manual work, speed up processes, and maintain consistency across operations.
Features
Task Automation
Description: Users can automate repetitive tasks by setting up tracks that activate tasks sequentially, ensuring consistent processes.
Benefit: This feature saves time and reduces the risk of human error, allowing teams to focus on more strategic activities.
Process Automation
Description: The tool automates business processes, reducing manual intervention and ensuring consistency in operations.
Benefit: Users benefit from increased efficiency and the ability to scale operations without additional resources.
Grouped Task Management
Description: Users can group related tasks into tracks, streamlining task management and ensuring that all necessary steps are completed.
Benefit: This feature enhances productivity by providing a clear structure for task completion.
Task Reminders
Description: Users receive daily email reminders for tasks, helping them prioritize and plan their day effectively.
Benefit: This feature ensures that important tasks are not overlooked, improving time management.
Custom Task Categories
Description: Users can create custom categories for tasks, allowing for personalized task management and organization.
Benefit: This feature provides flexibility in task management, enabling users to tailor the system to their specific needs.
Quantitative Benefits
"Rated 4.7 on G2"
Source: CRM Made Simple | Capsule CRM
"Trusted by 40,000+ customers since 2009"
Source: CRM Made Simple | Capsule CRM
"4.7 rating300+ reviews"
Source: CRM Made Simple | Capsule CRM
"[Rated 4.7 on G2](https://www.g2.com/products/capsule-crm/reviews)"
"Capsule CRM captures every detail, enabling us to maintain seamless and comprehensive records when dealing with clients and customers."
"For 15 years since launching, my company has been growing with Capsule"
"One of my clients has been using it for about 13 years and I don't ever recall it being down."
Testimonials
"I've used Capsule for eight years (and continue to do so). I've used many different CRMs in my career and the main reason I love Capsule, and recommend it to others, is that it's not over-complicated and pretty effortless to use - it is used constantly in our business."
Matt C, Reviewer at G2
Source: CRM Made Simple | Capsule CRM
"I use Capsule to manage wholesale outreach for my CPG brand and I love it!"
Source: CRM Made Simple | Capsule CRM
"Capsule has revolutionized our business, allowing us to add key company information in one place and make it available to everyone within the business."
Source: CRM Made Simple | Capsule CRM
"What we love is that when a client phones, straight away all the information is there and I can instantly proceed with the call as informed supplier to that client."
Matt Day, Creative Director at Liquona
Source: CRM Contact Management Software for Sales Leads | Capsule CRM
"I'd send a proposal and think, great, job done. But it's not, you have to follow it up. I needed a nudge to remind me to do that a few days later and I get that with Capsule."
Sue Keogh, Director at Sookio
"Thanks to Capsule's clean interface, it's incredibly easy to use. Very little training is required, we can easily track client communications, our sales pipeline and the Xero integration makes billing clients seamless too."
Ash Young, Managing Director at Evoluted
Source: Sales Analytics | Capsule CRM
"We utilise Capsule CRM to efficiently manage all of our B2C contacts, encompassing enquiries received via email or directly through our website. Capsule CRM captures every detail, enabling us to maintain seamless and comprehensive records when dealing with clients and customers. This functionality ensures that any staff member can instantly access the latest customer interaction history, allowing us to personalise our responses effectively, whether through telephone or email communication. Capsule CRM significantly enhances our customer engagement and service continuity."
Simon P.
Source: Capsule CRM Reviews 2024: Details, Pricing, & Features | G2
"Capsule has fit within our software stack seemlessly helping our CRM, emailing, pipeline and soon also our project coordination needs."
Terry F., President
Source: Capsule CRM Reviews 2024: Details, Pricing, & Features | G2
"Capsule is super easy to use and helps me plan our workflows so that the right people are contacted at the right time. The daily reminder of tasks via email helps me to plan my day. I like the structure of organising users, as it helps to link relationships between users and their opportunities and the email integration - I don't have to copy every email and paste it on Capsule - it does it automatically!"
Vailancia R., Project Assistant
Source: Capsule CRM Reviews 2024: Details, Pricing, & Features | G2
"Capsule acts like a PA and frees me up to get on with my work and know I won't forget anything. Being able to set up tracks of tasks that I do regularly so I don't have to remember what I have and haven't done. Just having all my admin and contacts in one place so in effect Capsule manages my office tasks and it's so easy and intuitive to use."
Sue G., Vocational Rehabilitation Consultant
Source: Capsule CRM Reviews 2024: Details, Pricing, & Features | G2
"It's intuitive, flexible to set up as you need it with custom fields etc, easy to dropbox emails and a good price. I use the paid version with 2 clients and the free one for my own freelance business which is completely adequate. One of my clients has been using it for about 13 years and I don't ever recall it being down. When I have contacted support for the occassional query about functionality the responses have been quick. I have used other CRM software in the past and this is defitely still my favourite."
Eva M., Virtual Assistant
Source: Capsule CRM Reviews 2024: Details, Pricing, & Features | G2
Customer Stories
Sookio
Problem: Forgetting to follow up on proposals
Value Add: Capsule provides reminders to follow up on proposals a few days later
Outcome: Improved follow-up process for proposals, ensuring better client engagement
Evoluted
Problem: Needed an easy-to-use CRM system for tracking client communications and sales pipeline.
Value Add: Capsule provided a clean interface that required very little training, allowing for easy tracking of client communications and sales pipeline. The Xero integration also made billing clients seamless.
Outcome: Evoluted was able to easily track client communications, manage their sales pipeline, and streamline billing processes with minimal training required.
Source: Sales Analytics | Capsule CRM
Redstone
Problem: Needed to efficiently manage B2C contacts and enquiries.
Value Add: Capsule CRM captures every detail, enabling seamless and comprehensive records when dealing with clients and customers. It allows any staff member to instantly access the latest customer interaction history.
Outcome: Enhanced customer engagement and service continuity. Allows personalized responses through telephone or email communication.
Source: Capsule CRM Reviews 2024: Details, Pricing, & Features | G2
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