Ivyleads was built to help you get your sales process organized. Tracking sales opportunities with it is simple and straightforward and will have an instant impact on your business.
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 Sales Creatio
Sales Creatio is an end-to-end platform to automate sales processes of any type with no-code and maximum degree of freedom. It enables companies to automate their entire sales cycle, from lead generation to repeat sales. Sales Creatio allows users to manage sales processes of any type and complexity, from short e-commerce deals to complex B2B sales.
Key features of Sales Creatio:
* 360-Degree Customer View
* Lead Management
* Opportunity Management
* Orders and Invoices
* Business Process Management
* Field Sales Management
* Sales Forecasting
* Contract Management
* Product Management
* Document Flow Automation
* Collaboration Tools
* Project Management
* Mobile Sales
* Knowledge Management
With Sales Creatio, sales professionals can easily build a 360-degree customer view and accelerate sales performance via intelligent goal setting, forecasting, and analytics. They can also easily keep track of lead pipelines, manage channel sales, and run all of their client communications on one platform.
Featuring extensive no-code and AI\ML capabilities, Sales Creatio enables users to create highly automated sales workflows and utilize predictive/prescriptive analytics in daily sales activities. This includes lead scoring, churn prediction, NBO/NBA, intent analysis, and many more. There are also hundreds of composable apps and add-ons available for Sales Creatio on Creatio Marketplace.
*About Creatio *
Creatio is the leading provider of ONE platform to automate industry workflows and CRM with no code and maximum degree of freedom. Creatio offering includes a no-code platform (Studio Creatio), CRM applications (Marketing, Sales and Service), industry workflows for 20 verticals and marketplace add-ons.
Today, thousands of customers launch millions of CRM, operational and industry workflows with our platform every day in 100 countries! Creatio is recognized as a Leader and Strong Performer in multiple Gartner and Forrester reports.
Creatio is headquartered in Boston, MA. We have 700 employees in six offices and a local presence in 14 countries. Creatio has long-lasting relationships with some of the world’s most successful organizations including AMD, Bayer, Kraft Heinz, Visteon, Société Générale Group, BNP Paribas Group and many others.
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
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
Summary
Smart touchpoints: Turns partial information into full contact information. An email address is enough to lookup name, title or phone number that might be available.
Reuse suggestion: Prevent you and your team from re-entering an already existing contact.
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
No key features associated with this application.
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
Enterprise
$60.00
1 user(s) / month
Included in plan:
360° customer view
Collaboration tools
Business process management
Lead management
Document flow automation
Knowledge management
Mobile app
Analytics
Synchronization and integration
Customization and administrative tools
Opportunity management
Out-of-the-box process for large sales
Orders and invoices
Sales forecasting
Contract management
Products and services
Product catalogue management
Project management
Team
$30.00
1 user(s) / month
Included in plan:
360° customer view
Collaboration tools
Business process management
Lead management
Document flow automation
Knowledge management
Mobile app
Analytics
Synchronization and integration
Customization and administrative tools
Customization and administrative tools
Out-of-the-box process for large sales
Products and services
Commerce
$35.00
1 user(s) / month
Included in plan:
360° customer view
Collaboration tools
Business process management
Lead management
Document flow automation
Knowledge management
Mobile app
Analytics
Synchronization and integration
Customization and administrative tools
Orders and invoices
Products and services
Product catalogue management
FAQs
No FAQs associated with this application.
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
Who are the main user groups of this service?
Enterprises
Mid-size companies
Startups
Small companies
Does this service offer guides, tutorials and or customer support?
Support:
Phone support
Knowledge base
Customer success management
Academy
Community
ITIL/ITSM
What is this service generally used for?
Account and contact management
Intelligent data enrichment
Data enrichment through social media
Profile completeness
Customer segmentation
Interactions and communication history
Search and merge duplicates
Customer database analytics
What are some applications this service is commonly used in tandem with?
Twitter,
Facebook,
Google Contacts and Calendars,
LDAP,
IMAP,
MS Exchange,
Google Maps,
OpenStreetMap,
MailChimp / Mandrill
Does this service offer an API?
Creatio provides open configuration and extensive API to allow any customizations and integrations required for your business.
What platforms does this service support?
Platforms: Android, iOS, Mac, Windows, Web-based.
Does this service offer multi-user capability (e.g. teams)?
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