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 ?

Cloud, SaaS, web, Android (mobile), iPhone (mobile), iPad (mobile)

À propos de l'éditeur

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

Pays disponibles

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

Langues

anglais

Capsule en vidéos et en images

Capsule Logiciel - 1
Capsule Logiciel - 2
Capsule Logiciel - 3
Capsule Logiciel - 4
En voir 4 de plus
Capsule Logiciel - 1
Capsule Logiciel - 2
Capsule Logiciel - 3
Capsule Logiciel - 4

Fonctionnalités - Capsule

  • Accès mobile
  • Alertes/Notifications
  • Analyse de l'évolution des ventes
  • Analyse prédictive
  • Analyse visuelle
  • Automatisation du marketing
  • Base de données de clients
  • Base de données de contacts
  • CRM
  • Champs personnalisables
  • Devis
  • 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 des médias sociaux
  • Intégrations de tiers
  • Mesure des performances
  • Notes et commentaires
  • Outils de collaboration
  • Pour les petites entreprises
  • Pour les start-ups
  • Qualification de leads
  • Rapports de ventes
  • Rapports et analyses
  • 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

Découvrez la plateforme CRM n° 1 au monde. Gérez chaque étape de vos relations clients entre les services.
Il s'agit d'un logiciel de CRM qui élimine la saisie manuelle des données et utilise la science des données pour permettre aux utilisateurs de prendre de meilleures décisions.
monday.com est un système d'exploitation sur cloud, où les équipes gèrent leurs projets et leurs tâches quotidiennes, qu'elles soient au bureau, à la maison ou en déplacement. En savoir plus sur monday.com
Obtenez tous les outils dont vous aurez besoin pour renforcer les relations client en ligne via une plateforme unifiée. En savoir plus sur Sendinblue
Un CRM facile à utiliser qui vous aide à travailler plus intelligemment en gérant et en suivant vos leads et vos clients, le tout avec un service client exceptionnel.
CRM simple basé sur le cloud pour suivre les leads, les conversations, les suivis et les tâches qui constituent l'épine dorsale de votre entreprise.
L'éditeur a transformé la complexité du CRM en une liste de tâches, pour vous permettre de convertir des leads en clients, atteindre des objectifs et développer votre entreprise rapidement.
Sugar aide les équipes de vente, de marketing et de service à réaliser pleinement leur potentiel dans toutes leurs activités.
Freshdesk est un logiciel de service client facile à utiliser qui aide plus de 40 000 entreprises dans le monde entier à créer des expériences client exceptionnelles. En savoir plus sur Freshdesk

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
62%
4
30%
3
7%
2
1%
1
1%
Jeff
Jeff
Owner (É.-U.)
Utilisateur LinkedIn vérifié
Impression, 2-10 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

One of the applications I run my business on

5,0 il y a 4 semaines Nouveau

Commentaires : This is one of three applications that I am in daily. I couldn’t have grown my business without it.

Avantages :

I like how you can have separate contacts, organizations, and opportunities but that you can connect them all. Unlike some contact management tools, this gives you a ton of flexibility in tracking interactions and todos.

Inconvénients :

I wish there were a way to attach the same individual to multiple organizations. There is a workaround by embedding a URL in the info for each entity, but it would be nice to be able to see an individual and separate out the different communications based on the organization they are involved with.

Réponse de l'équipe de Zestia

la semaine dernière

Hi there Jeff, Chloe from Capsule here. Thanks for taking the time to write a review - we really appreciate it. We're so glad to hear Capsule gives you the flexibility you need to track tasks and interactions. We're sorry we don't have better news on attaching the same individual to multiple organisations but we're happy to hear that it's helped you grow your business anyway.

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 2 semaines Nouveau

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

la semaine dernière

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
Sales and Marketing Manager (É.-U.)
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 4 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.

Thomas
Owner (É.-U.)
Services et technologies de l'information, 2-10 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

Capsule CRM - great product

5,0 il y a 2 mois Nouveau

Commentaires : The ability to track your sales pipeline and customize the stages and categories has been the most valuable part.

Avantages :

Capsule CRM is great for a small business CRM. We use it primarily for contact management and sales pipeline tracking. We love the Outlook integration so that it stores your email activity. Also, the ability to customize your own categories for contacts, customers and the stages of your sales cycle -- all of this is great.

Inconvénients :

I don't really use the calendar feature, but that's not to say it wouldn't be useful if someone wanted that option. I think the only potential drawback some may have is that Hubspot has their free version, which has some similar functionality to Capsule CRM. However, what is GREAT about Capsule is its simplicity. We also looked at Hubspot, but it was overly complex for our small business needs.

Réponse de l'équipe de Zestia

le mois dernier

Hi Thomas, Chloe from Capsule here. Thanks for taking the time to write a review. We're so glad to hear that Capsule suits your needs and is helping you to manage your sales efficiently.

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 il y a 8 mois

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, Sendinblue, 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

il y a 7 mois

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.