Capsule is a CRM tool that helps its users to stay organized, know more about their customers, build strong relationships and make the most of sales opportunities.
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.
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.
Product recommendations, vendor rankings, market overview and tips on how to select CRM software for business. Published in May 2022.
This software category covers a wide range of applications aimed at making customer relationship management easier and more organized for businesses. CRM software typically features the ability to track customer interactions across multiple communication ch...FREE DOWNLOAD CRM-Software-Buyer-Guide-2018.pdf
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.
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.
There is email support Monday to Friday and an extensive set of support documentation as well as getting started guides.
It is most commonly used with G Suite, Xero, FreshBooks, MailChimp, Zendesk, Wufoo Forms, Zapier and lots of other services.
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.
Main users of this service are small and medium-sized companies.
It is used for customer relationship management, and contacts and pipeline management.
This service is web-based, works on Linux, Mac, Windows, Android, and iPhone.
It offers multi-user capability.