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 ?
À propos de l'éditeur
- Zestia
- Situé à Manchester, R.-U.
- Fondé en 2009
Assistance Capsule
- Chat
Langues
anglais
Capsule - Prix
À partir de :
- 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 gratuitÀ propos de l'éditeur
- Zestia
- Situé à Manchester, R.-U.
- Fondé en 2009
Assistance Capsule
- Chat
Langues
anglais
Capsule en vidéos et en images
Fonctionnalités - Capsule
Alternatives à Capsule
Avis sur Capsule
Ilia
Pretty good.
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
A simple CRM that allowed us to hit the ground running
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 6 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.
Christian
Near perfect balance of capability and useability
Commentaires : It has been up and useable every day that I use it, which on most business days is everyday. I came from the corporate world where I was an executive sponsor of bringing in SalesForce to a large organization. I looked at Sales Force basics immediately starting my own business and it was way to cumbersome for a startup that at most will have 4-6 employees.
Avantages :
One of the best features is the capsule daily reminder email that comes to me every morning with whom I need to take next actions with. Of course, this requires me to be an active user of tasks, which i have always been, but it allows me to do that all in the CRM and not have followups in Outlook or Gmail . The other aspect is the seamless updating whether I do it on my iphone based app or desktop
Inconvénients :
I use Outlook 365 desktop and having the full HTML and attachment ability is better than the email integration of Capsule. Either Capsule should go right to my Outlook 365 when I start an email
Utilisateur vérifié
Features and Format Lacking, Good for the Basics
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.
Melanie
Efficiency of the CRM
Commentaires : Very beneficial for leads and following them up.
Avantages :
Ease of use and efficiency. Mainly use for sales enquiry follow ups.
Inconvénients :
Not being able to delete a contact once they had left the company
