Description de Capsule

Capsule est le CRM en ligne simple et intelligent. Établissez des relations clients plus fortes, augmentez vos ventes et gagnez du temps. Capsule gère vos contacts, vos e-mails, vos activités et votre pipeline de ventes en un seul endroit. Il s'intègre à d'autres outils populaires tels que Google G Suite et offre une vue complète de vos clients et autres contacts. Il propose un compte gratuit pour deux utilisateurs ou des comptes payants à partir de 12 dollars par mois.

Qui utilise Capsule ?

Les propriétaires de petites entreprises qui veulent mieux organiser leurs activités commerciales et leurs clients. Directeurs des ventes/marketing/VP des petites et moyennes entreprises à la recherche d'un débouché commercial.

Où peut-on déployer Capsule ?

Basé sur le cloud
Sur site

À propos de l'éditeur

  • Zestia
  • Situé à Manchester, R.-U.
  • Fondé en 2009

Assistance Capsule

  • Chat

Pays disponibles

Afrique du Sud, Allemagne, Argentine, Australie, Autriche et 37 autres

Langues

anglais

Capsule - Prix

À partir de :

18,00 $US/mois
  • Oui, essai gratuit disponible
  • Oui, version gratuite disponible

Capsule est disponible en version gratuite et propose un essai gratuit. La version payante de Capsule est disponible à partir de 18,00 $US/mois.

Plans de tarification obtenez un essai gratuit

À propos de l'éditeur

  • Zestia
  • Situé à Manchester, R.-U.
  • Fondé en 2009

Assistance Capsule

  • Chat

Pays disponibles

Afrique du Sud, Allemagne, Argentine, Australie, Autriche et 37 autres

Langues

anglais

Capsule en vidéos et en images

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Fonctionnalités - Capsule

  • Accès mobile
  • Alertes/Notifications
  • Analyse de l'évolution des ventes
  • Analyse prédictive
  • Analyse visuelle
  • Application mobile
  • Automatisation des processus et flux de travail
  • Automatisation du marketing
  • Base de données de clients
  • Base de données de contacts
  • CRM
  • Champs personnalisables
  • Devis
  • Distribution de leads
  • Fonctions pour secteur immobilier
  • Gestion des activités commerciales
  • Gestion des calendriers
  • Gestion des campagnes
  • Gestion des clients
  • Gestion des contacts
  • Gestion des e-mails
  • Gestion des fichiers
  • Gestion des flux de travail
  • Gestion des leads
  • Gestion des opportunités
  • Gestion des pipelines
  • Gestion des tâches
  • Gestion du pipeline de ventes
  • Gestion du territoire
  • Importation et exportation de données
  • Intégration CRM
  • Intégration des médias sociaux
  • Intégrations de tiers
  • Lead nurturing
  • Mesure des performances
  • Modèles d'e-mails
  • Notes et commentaires
  • Outils de collaboration
  • Pour iPad
  • Pour les petites entreprises
  • Pour start-ups
  • Prévision
  • Qualification de leads
  • Rapports de ventes
  • Rapports et analyses
  • Rapports et statistiques
  • Rapports personnalisables
  • Recherche/Filtre
  • Saisie de leads
  • Segmentation
  • Segmentation de leads
  • Stockage de documents
  • Suivi des interactions
  • Suivi des références
  • Système de calendrier et de rappel
  • Tableau de bord
  • Tableau de bord d'activités
  • e-mail marketing

Alternatives à Capsule

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Avis sur Capsule

Note moyenne

Note globale
4,5
Facilité d'utilisation
4,6
Service client
4,5
Fonctionnalités
4,3
Rapport qualité-prix
4,6

Avis classés par taille de l'entreprise (nombre d'employés)

  • <50
  • 51-200
  • 201-1 000
  • >1 001

Trouver les avis classés par note

5
63%
4
29%
3
7%
2
1%
1
1%
Ilia
Ilia
Business Development Manager (Australie)
Utilisateur LinkedIn vérifié
Services et technologies de l'information, 2–10 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

Pretty good.

5,0 il y a 2 ans

Commentaires : Overall experience was positive. It's a solution that I recommend to people.

Avantages :

What initially attracted us to this CRM was its cost effectiveness. I was impressed by how easy it was to deploy and run. The mobile app was pretty solid, easy to use and probably better or on par with some of the other (more expensive) CRM apps I've used. ~Capsule also had a decent project management function.

Inconvénients :

I think we had some trouble when trying to connect to Mail Chimp. From memory it took a long time to get it right.

Alternatives envisagées : Zoho CRM et Salesforce Sales Cloud

Réponse de l'équipe de Zestia

il y a 2 ans

Hi Ilia, Chloe here from Capsule. Thanks for taking the time to write a review. We're happy to hear that you found Capsule easy to deploy and are enjoying using the mobile app. If you ever need any help for example setting up integrations then don't hesitate to reach out to us at support@capsulecrm.com.

Robert
Robert
CEO (Australie)
Utilisateur LinkedIn vérifié
Gestion de l'enseignement, 2–10 employés
Temps d'utilisation du logiciel : 6 à 12 mois
Source de l'avis

A simple CRM that allowed us to hit the ground running

4,0 il y a 10 mois

Commentaires : Overall I have been pleasantly surprised. I at first thought the system would be too underpowered for what we needed, but it has actually delivered on what we have needed and the simplicity of changing things has allowed us to easily experiment with our processes until we have things right. It has suited our small team very well - and I look forward to seeing how well it scales with us.

Avantages :

I like the simplicity of the system. It was very quick and easy both to setup (and make changes to) and then to use the system. It has been very easy to train new employees on. The system has some good power around workflows - which have helped us lock down our processes and helped new staff to follow them. It has a good integration with Xero which has saved us a lot of time and has just released an integration into a mail campaign tool (Transpond) which looks to be a nice added bonus.

Inconvénients :

The system doesn't have a document generation tool (so you need to generate invoices and quotes in a separate system). It also is comparatively underpowered in the reports you can generate (even when you upgrade to the higher tiers that have additional reporting functionality). You can export full data sets to CSV - so we have built what we needed in Excel, but it would be nice to have it saved as reports and visualisations in the system. There also isn't the flexibility around notifications that I am previously used to (and so we have had to adjust the workflows a little).

Alternatives envisagées : Salesforce Essentials

Pourquoi passer à Capsule : The initial price point was cheaper for Capsule (about half the price of Salesforce) - and I and other key staff members of the team had experience of setting up Salesforce and found that there was just a lot more to do before you could start using the system (and another step change of work before you could start using it again).

Réponse de l'équipe de Zestia

il y a 10 mois

Hi Robert, Chloe from Capsule here. Thanks for taking the time to write a detailed review - it really helps our team when we receive first-hand feedback. We're so happy to hear that Capsule is helping your business and saving you time in a variety of ways. We've also taken onboard your feedback regarding document generation, reports and notifications. If anything should change on any of those fronts - you'll be the first to know. Regardless, we're very happy that you've been surprised by Capsule and look forward to helping your business scale in the future.

Utilisateur vérifié
Utilisateur LinkedIn vérifié
Logiciels, 11–50 employés
Temps d'utilisation du logiciel : 6 à 12 mois
Source de l'avis

Features and Format Lacking, Good for the Basics

3,0 il y a 5 ans

Commentaires : Overall, Capsule seems middle-of-the-road. It's been useful as a database to keep our pipeline and outreach organized at a base level but hasn't impressed beyond that.

Avantages :

The ability to export to Mailchimp has been very useful, it allows us to immediately update lists without having to go through multiple extra steps.

Inconvénients :

Certain features I'm used to in a CRM are missing. The only way to correlate multiple organizations (as a subsidiary or similar case) is to make a note of it in the organization description and that doesn't link through. You're also unable to categorize a contact under multiple organizations, so you need to create a new person with the same name if you want to put them under more than one company. It would also be nice to have a better search and reporting function. The only things you can search for are the person, organization, case, and note content, so every other bit of information you'd like to search for and compile must be placed as a tag, which gets clunky and disorganized easily. There is some sales pipeline reporting, but the options are not as robust as other CRM systems I've used in the past.

Jonathan
Director (R.-U.)
Production audiovisuelle, 2–10 employés
Temps d'utilisation du logiciel : 6 à 12 mois
Source de l'avis

Easy to use, keeps my lead tracking process organised

5,0 il y a 4 mois

Commentaires : It's positive - solves a problem, makes my life easier so it's a thumbs up from me.

Avantages :

I love that it's easy to use, keeps my lead tracking process organised. No complicated features. I set reminders and track everyone I have contacted. I can access all features really easily and it just makes my sales and marketing manageable - without additional functions I won't use or need.

Inconvénients :

When I import a CSV file - I need to format it slightly for it to identify all the columns - just an extra step which is a bit of a pain but not a biggy.

Alternatives envisagées : HubSpot Marketing Hub et Mailchimp

Pourquoi passer à Capsule : Does exactly what I want without the other stuff that make CSMs so more complicated and heavy

Réponse de l'équipe de Zestia

il y a 3 mois

Hi Jonathan, Thanks for taking the time to write a review- we really appreciate that. We're glad to hear that Capsule is keeping you organised and you're easily able to manage your sales and marketing using it. As for the import process are you having to change the format from ; to , separation? We're always looking at ways to improve this process and would love to hear more specific details. If you could email support@capsulecrm.com then our team can help you out.

Jesse
Business Owner (É.-U.)
Médias en ligne, Auto-entrepreneur
Temps d'utilisation du logiciel : 6 à 12 mois
Source de l'avis

Capsule is simple to use and just the right number of features

5,0 l’année dernière

Commentaires : I've been using Capsule for several months and I am very happy. Occasionally I try other apps just to see, but none of them are as easy to use. Capsule feels like a gem of a CRM in a field crowded with lots of apps. If you need reminders of who to follow up with and when, Capsule does that really well—and can grow with you as you grow. Next year I'll likely need to upgrade from the free level, and I'll gladly do so.

Avantages :

As a service provider I have a lot of contacts to track. I tried several CRMs (Hubspot, Monday, etc) but none were as simple to use as Capsule. I had basic needs: track new contacts and set reminders to follow up. While other apps had those features alongside dozens of other tools, Capsule made it very easy to start tracking and reminding right away. And that's on a free level! The Gmail extension works really well and makes adding tasks quick and easy.

Inconvénients :

If I was nitpicky, I'd say maybe a more modern design. But it's not strictly utilitarian, and it's simplicity makes it easy to do what I need.

Alternatives envisagées : Pipedrive, Brevo, monday.com et HubSpot CRM

Pourquoi passer à Capsule : Other CRMs were pretty complicated for what I needed. I first tried Hubspot, but I was lost in all the features. All I needed to do was set reminders to follow up with people. While the other CRMs do that, it felt like I had to swim through a dozen other features to get there. I was able to start using Capsule immediately and knew exactly what to do. And with the Gmail extension, it's even simpler.

Réponse de l'équipe de Zestia

l’année dernière

Hi Jesse, Chloe here from Capsule. Thanks for taking the time to write a review - that's really going to help other people considering Capsule. We're happy to hear that you're finding Capsule so easy to use, especially compared to alternatives you considered and that it's helping you to do what you need to.