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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 RocketBolt

RocketBolt is a simple, yet powerful lead tracking tool that decreases the amount of time sales teams waste researching and monitoring leads.RocketBolt integrates seamlessly with your current marketing and sales workflows to record lead activity.Once a high-priority lead is identified, RocketBolt continuously monitors that lead's activity - on your website, in the news, and across social media; and alerts sellers to key strategic contact opportunities in real time.

About Second CRM

Second CRM offers a common technology platform, covering sales, customer service and operations, for small to medium businesses, to implement data driven standard processes that improve productivity and help businesses scale.

Along with the generic automation software that serves majority of small to medium businesses, Second CRM for Industries, offer preconfigured Second CRM solutions, helping customers to immediately benefit from the proven best practices, with enterprise level support.

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

  • API
  • Audience Targeting
  • Budgeting
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • Expense Tracking
  • External Integrations
  • Forecasting
  • Google Apps Integration
  • Inventory Tracking
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-Currency
  • Multi-User
  • Notifications
  • Project Management
  • Referral Tracking
  • Scheduling
  • Supplier Management
  • Third-Party Plugins/Add-Ons
  • Travel Management
  • Call Tracking
  • Call Disposition
  • Softphone
  • Sales Motivator

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

  • Integration: Integrates with all major marketing automation and email platforms such as Gmail and Outlook.

  • 24/7 Lead Monitoring: Across the news and social media with instant alerts about relevant sales opportunities.

  • Real-time tracking of sales leads on your website, and one-click lead and data syncing with Salesforce.

Summary

  • Data driven Standard Process: We promote business automation and data driven approach to manage any business looking to scale. Implementing standard business processes with automated workflows, and escalating any anomalies with real-time dashboards and KPI’s are MUST for a predictable business growth and scaling up.

  • Always there for Customers: We offer multiple support options via email, phone, skype or even Whatsapp, whatever customers prefer, as long as they are using our products. Multiple implementation and support packages are available to meet the needs of every business.

  • No Big Bang Approach: We encourage businesses to start with basic automation and then slowly add advanced features as they scale. This way businesses don’t have to fork out a big amount upfront, without seeing any tangible returns and also it helps in smoother transition for employees.

  • Asian Products: We develop all our products keeping in mind local regulations and the needs of Asian SME businesses. From supporting all Asian languages, currencies and taxation, offer billing in local currencies, to having customer support guys speak local language, goes a long way to establish ourselves as the first choice among Asian businesses.

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

  • Starting from: $39.00/month
  • Credit card required: N/A
  • Free users get up to 500 tracked emails per month and unlimited CRM contacts and usage.
    Premium tiers start at $39 per seat/per month after a one month free trial.
    Pricing increases as the number of tracked and monitored leads in the system increases.

Pricing

  • Starting from: $10.00/month
  • Credit card required: No
  • Starting from $10/user/month

    Get started with the very basic automation features and then slowly add more advanced features like sales force automation and customer service, as you become ready to scale.No Setup Fee. Monthly fee includes user licence, hosting, technical support, daily backups, bug fixes, updates and online video training.

SECOND CRM FOUNDATION

$10.00
1 user(s) / month
Included in plan:
  • Customer Database
  • Plan and Track Customer interactions
  • Calendaring and Reminders
  • Tasks Management (Kanban)
  • Send Email and SMS
  • Manage Multiple Email Accounts
  • Employee database
  • User directory & Messaging
  • HR Policy documents
  • Leaves Management
  • Claims Management
  • Passport and Visa expiry alerts
  • Meetings Management
  • Document Management
  • Company Announcement and Message Board
  • Manage Expenses and Office Bills
  • Track Payments (Claims and Bills)
  • Reports, Charts and Custom Dashboards

SALES

$36.00
1 user(s) / month
Included in plan:
  • Capture leads from email, website and social media
  • Append your Leads info with powerful data enrichment
  • Manage follow ups (appointments, meetings, reminders)
  • Email and SMS Campaigns to keep your leads warm
  • Track opportunities and sales pipeline
  • Manage sales team and track activities
  • Generate and send quotes and invoices
  • Manage sales orders and delivery orders
  • Manage payments and receipts
  • Sync data with Quickbooks, Xero
  • Set sales target and track performance
  • Generate sales reports and charts
  • Custom dashboards and widgets
  • Schedule sending reports via email

SERVICE

$36.00
1 user(s) / month
Included in plan:
  • Segment customers for better Account Management
  • Manage service team and track activities
  • Customer selfservice portal for creating and tracking service requests
  • Manage service contracts with expiry alerts
  • Track customer requests (tickets) with escalation
  • Email automation - auto response, ticket creation and assignment
  • Manage FAQ's and Knowledge base
  • Design and execute customer survey (CSAT, NPS)
  • Generate service reports and charts
  • Custom dashboards and widgets
  • Schedule sending reports via email

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 offer guides, tutorials and or customer support?
  • Second CRM offers Customer support via Phone, WhatsApp and Email. And provides an online customer support Portal that includes user manual, video tutorials, faq, Online Live chat

  • Does this service integrate with any other apps?
  • Connect with your favorite apps:
    Accounting Software - QuickBooks, Xero
    eCommerce - WooCommerce, Shopify, Magento
    Contacts & Calendar - Google, Office 365
    SMS - Clickatell
    Payments - Stripe, eGHL, eNETS
    Logistics - EasyParcel

  • Who are the main user groups of this service?
  • Small sized single location companies to large regional enterprises, across multiple industries and geographies.

  • What is this service generally used for?
  • Manage Sales & Marketing, Customer Support and Business Operations

  • What platforms does this service support?
  • Second CRM is a web based application, which supports all major browsers on all operating systems. Second CRM web app also support browsers on all major devices: iPhone, iPad, Android phones & tables, Windows 8 Phone & tablets and BlackBerry 10.

  • What are some applications this service is commonly used in tandem with?
  • Contacts & Calendaring, Email Marketing, SMS gateway, Payment gateway, Accounting/ERP software, eCommerce platform/Marketplace, Logistics, Integration with landing pages, etc

  • Does this service offer an API?
  • Second CRM offers two-way REST based web APIs to integrate with third-party applications.

  • Does this service offer multi-user capability (e.g. teams)?
  • Second CRM is designed for Team environment, with very details settings and configurations for Roles and Permissions, Groups, team hierarchy, etc to support any organisational structure.

Vendor Information

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

Vendor Information

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

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
200

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

Who uses RocketBolt
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.

Other

Who uses Second CRM
  • Startups
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
English, Malay, Indonesian, Thai, Vietnamese, Chinese, Czech, Arabic, French, Hungarian, Dutch, Italian, Russian, Tamil, Swedish, Spanish, Turkish
Regional Restrictions:
No restrictions.
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