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Capsule

 5 ratings CRM

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 2 ratings CRM

Freshworks CRM

 899 ratings CRM
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About Capsule

Capsule is an easy-to use CRM system suitable for small to medium-sized businesses, particularly those using Google Apps.
Used by thousands of businesses globally, it is competitively priced and it provides a feature set that will allow its users to efficiently manage a large database, identify business opportunities, track communications and manage a sales pipeline with relative ease.

About BuddyCRM

Sales team focus - If they buy in and see the benefit, then the management data will be gold dust.

Easy to Use - We try and make sure no action in BuddyCRM takes more than 3 clicks.

Link with other systems (such as ERP and accounting) to display all customer information in one place, giving a single customer view.

Real-time management information through Buddy dashboards.

Interrogate your data in different ways to generate targeted campaign lists. Track the ROI on your marketing budget.

About Freshworks CRM

Freshworks CRM (formerly Freshsales) is a sales CRM software by Freshworks. With a highly intuitive UI and a powerful feature set including AI-based lead scoring, visual deal pipeline, and intelligent workflow automations, Freshworks CRM gives businesses everything they need to manage their sales in a hassle-free package. Freshworks CRM is trusted by over 15,000 businesses from 80+ countries. Some companies that use Freshworks CRM include Dyson, Best Western Hotels & Resorts, Purdue University, and WallyPark.

An all-in-one sales CRM software which is packed with features like built-in phone and email, lead scoring, visual sales pipeline, reports and dashboards, automations, and mobile apps, ensuring that sales reps do not have to juggle between multiple tools to get the job done. The extremely easy to use, highly intuitive UI means that sales reps will need minimal onboarding and can start selling from the get-go. Freshworks CRM's powerful and intelligent set of features ensure that sales reps spend more time selling and less time performing tasks like manual data entry. Freshworks CRM comes with auto-profile enrichment and activity tracking which helps sales reps get a 360-degree view of their leads. The AI-based lead scoring feature helps sales reps understand and prioritize their leads better. With the visual sales pipeline helps sales reps get a holistic view of their entire sales pipeline with a single sweep of the eye. The drag and drop UI makes it easy to move deals between stages and even mark them as won or lost. The visual sales reports and dashboards make it easy to accurately forecast your business. The sales campaigns feature in Freshworks CRM allows users to create, send, and track outbound email campaigns without having to rely on external software. The full-featured mobile apps for iOS and Android ensure maximum productivity for field sales agents. A large number of third-party apps via the Freshworks CRM marketplace (75+) as well as native integrations (15) to ensure that Freshworks CRM fits seamlessly into your business ecosystem.

Sales-360 puts Freshworks CRM at the center of your business ecosystem supported by a tightly knit network of products such as Freshdesk (for customer support), Freshchat (for customer engagement), Freshcaller (for cloud-based telephony), Freshconnect (for collaboration in context) and Freshmarketer (for CRO) enabling businesses to get a 360-degree view of their leads as well as customers.

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation
  • Pipeline Management

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation
  • Pipeline Management

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation
  • Pipeline Management

Summary

  • Manage your contacts all in one place and share the same view of a contact with your team. Track all communication with a contact and attach files and notes to a contact record.

  • Tasks and Calendar Create tasks for appointments, meetings, phone calls, submission deadlines and more. See who’s doing what and share tasks with co-workers.

  • Tracks Create Tracks to make sure the same set of tasks are followed for each sales opportunity or case.

  • Sales PipelineGet a complete summary of your opportunities with our sales dashboard, including potential values, where they are in your pipeline, and what needs to be done next.

  • Customize Capsule Create custom fields to capture information unique to your business and create custom tags to group contacts how you want them to be categorised

  • Capsule Mobile Use the Capsule mobile app and stay in the loop wherever you are.

Summary

  • Record, track and manage activities with customers and prospects in one central, easy to use feed

  • Sync sent and received emails, with attachments, from any e- mail platform including mobile

  • Lead tracking and management

  • Customisable dashboards

  • Opportunity tracking and management

  • Dedicated Manager Module for tracking sales team activity levels and highlighting trends

  • Mobile through tablet and iOS app.

  • Ongoing support and assistance

Summary

  • Built-in phone and email features enable users to make calls, send targeted emails, and keep in touch with prospects with a single click

  • The 'email-to-lead' feature automatically links emails to the appropriate lead or contact’s record.

  • Users can auto-capture leads directly into Freshworks CRM whenever a visitor completes a webform

  • Freshworks CRM's 'enrichment' feature automatically adds social information and photos to profiles

  • The pipeline dashboard informs users on what needs to be done to move deals forward, identifies bottlenecks, and helps analyse lost deals

Pricing

  • Starting from: $15.00/month
  • Credit card required: Yes
  • Free: Up to 2 users; 10MB storage; 250 contacts
    Professional: $15/month, per user. 30 day free trial; 2GB storage per user; 50,000 contacts.

Free

Free
Included in plan:
  • 2 Users
  • 250 Contacts
  • Unlimited Opportunities
  • Unlimited Cases
  • 10MB of Storage

Professional

$15.00
1 user(s) / month
Included in plan:
  • 2GB storage per user
  • 50,000 contacts
  • Unlimited opportunities
  • Unlimited cases
  • Premium integrations such as GSuite, Xero, FreshBooks, Mailchimp, Wufoo

Pricing

Forest

$79.00
1 user(s) / month
Included in plan:
  • Everything in Estate and...
  • EUC Data Center
  • IP Whitelisting
  • Audit Logs

BLOSSOM

$12.00
1 user(s) / month
Included in plan:
  • Deal Funnel View
  • Templates & Notifications
  • Real-time Email Tracking
  • Everything in Sprout and...
  • Contact Management
  • Pipeline Management
  • 250 Bulk emails/user/day
  • Built-in Phone powered by Freshcaller
  • SMS Integration
  • 2 Sales Campaigns/user
  • Lead Scoring
  • 5 Intelligent Workflows
  • Basic Reporting
  • Marketplace
  • iPhone and Android Apps
  • Gmail Add-on

SPROUT

Free
Included in plan:
  • Leads, Contacts, Accounts & Deals
  • Customisable Sales Process
  • Phone & Email
  • Basic Lead Scoring
  • Freshdesk & Freshchat Integration

GARDEN

$25.00
1 user(s) / month
Included in plan:
  • Everything in Blossom and...
  • Custom Reports
  • Auto Profile Enrichment
  • Lead Assignment Rules
  • Territories
  • Advanced CRM customization

ESTATE

$49.00
1 user(s) / month
Included in plan:
  • Everything in Garden and...
  • Auto profile enrichment
  • Reports Dashboard
  • Smartforms and event tracking
  • Multi-currency

FAQs

    Does this service integrate with any other apps?
  • Capsule integrates with: G Suite; invoicing and accounting apps such as Xero, email marketing apps, website forms, contract and proposal apps, helpdesk support, telephone, VoIP and web chat services and more.

  • Does this service offer guides, tutorials and or customer support?
  • There is email support Monday to Friday and an extensive set of support documentation as well as getting started guides.

  • What are some applications this service is commonly used in tandem with?
  • It is most commonly used with G Suite, Xero, FreshBooks, MailChimp, Zendesk, Wufoo Forms, Zapier and lots of other services.

  • Does this service offer an API?
  • The Capsule API allows developers to create applications that can retrieve or update data in Capsule account. There's a link to the API docs on the website.

  • Who are the main user groups of this service?
  • Main users of this service are small and medium-sized companies.

  • What is this service generally used for?
  • It is used for customer relationship management, and contacts and pipeline management.

  • What platforms does this service support?
  • This service is web-based, works on Linux, Mac, Windows, Android, and iPhone.

  • Does this service offer multi-user capability (e.g. teams)?
  • It offers multi-user capability.

FAQs

    No FAQs associated with this application.

FAQs

    Does this service integrate with any other apps?
  • Yes,

    • Freshdesk
    • Freshchat
    • Freshcaller
    • Freshconnect
    • Mailchimp
    • Segment
    • Piesync
    • Zapier
    • Xero
    • Quickbooks
    • Google contacts
  • What platforms does this service support?
    • Android
    • iPhone-iPad
    • Mac
    • Windows
    • Web-based
    • Mobile Web App
  • What is this service generally used for?
  • CRM
    Customer Relationship Management
    Contact Management
    Pipeline Management
    Sales Enablement
    Lead Management
    Contact Management
    Deal Management
    Email Management & Tracking
    Territory Management
    User Behaviour Tracking

  • Who are the main user groups of this service?
    • SMEs
    • Mid Market
    • Enterprise
  • What are some applications this service is commonly used in tandem with?
  • Freshdesk

  • Does this service offer guides, tutorials and or customer support?
  • Yes

  • Does this service offer an API?
  • Yes

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
5.58k

Vendor Information

Founded:
2009
Based in:
-
Employees:
11-50
Likes:
Followers:

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Other

Who uses Capsule
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.

Other

Regional Restrictions:
No restrictions.

Other

Who uses Freshworks CRM
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
English, Dutch, Spanish, German, French, Italian, Russian, Chinese, Polish, Portuguese
Regional Restrictions:
No restrictions.
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