A sophisticated CRM refined into a simple app with a web portal. Chosen by thousands to manage day-to-day operations, client activity and pretty much anything else—jobs, properties, projects, claims, cases, assets, etc.
Solve connects your business through the devices your staff already love using and presents what's important to them in a simple and straightforward manner. It will never feel 'complicated.'
You won't find a better CRM for:
Use on a phone and tablet
Working quickly
Managing activity and relations between clients and your service
Dropping notes/photos/follow-ups, filling out forms and checking details
Embedded mapping and geolocation assist
Google email and calendar integration
Accessing CRM directly in Google Sheets
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 Vtiger
Benefits of a Vtiger CRM System:
Increase revenue through better deal nurturing and follow-ups
Improve customer relations
Accelerate Sales Cycles
Better internal communication & collaboration
Boost Sales and Support team productivity
Enforce best practices through process templates
Automate repetitive tasks
Get better insights on customers
Increase customer retention
Lessen risks to deals
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
iPhone, iPad, and Android Apps
Intuitive Interface
Google and Microsoft Sign-in
Google Calendar Integration
Flexible Contact and Project records
Workflow Automation
Priority Management
Failsafe Handoff Protocol
Notifications and Reminders
Responsive Support
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
Solve Client Manager
$25.00
1 user(s) / month
Included in plan:
25GB/User
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
Sales Starter
$10.00
1 user(s) / month
Included in plan:
Contacts & Organizations
Pipeline Management
Smart Webforms
Document Insights
FAQs
Who are the main user groups of this service?
HVAC
Real Estate
Home Service Professionals
Financial Advisors
Mortgage Brokers
Insurance Brokers
Manufacturing
Education
What is this service generally used for?
Contacts Management
Task Management
Project/Job/Site Management
Field Staff/Dispatching
Traveling Salespeople
What are some applications this service is commonly used in tandem with?
G-Suite, MS Azure, Xero, Wufoo, Zillow/Trulia, Inbox, Freshbooks, MailChimp, Constant Contact, Zendesk, and Zapier.
Does this service integrate with any other apps?
G-Suite (Gmail, Calendar, Sheets, and SSO), MS Azure, Xero, Wufoo, Zillow/Trulia, and Inbox/Gmail/Outlook.
Does this service offer multi-user capability (e.g. teams)?
Yes, for an unlimited number of users and teams.
Does this service offer guides, tutorials and or customer support?
Yes.
Does this service offer an API?
At additional cost.
What platforms does this service support?
Google and Microsoft based 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.
Vendor Information
Founded:
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Based in:
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Employees:
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Likes:
Followers:
Vendor Information
Founded:
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Based in:
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Employees:
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Likes:
Followers:
Vendor Information
Founded:
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Based in:
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Employees:
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Likes:
Followers:
Other
Who uses Solve Client Manager
SMEs
Agencies
Desktop Platforms:
Web App
Mobile Platforms:
iOS
Android
Languages:
English
Regional Restrictions:
Works in most English speaking countries, Europe, and parts of Asia, Africa, and South America
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