Capsule is a Web-based CRM application that enables small and midsize organizations to keep track of the people and organizations they do business with, along with their interactions and opportunities in the sales pipeline. Capsule also provides a simple ticket management module to help employees resolve customer support inquiries. Tasks and notifications assigned to contacts, deals and cases help users understand what needs to be done when.
Capsule offers many customization options to help tailor the system to meet the needs of different businesses, including custom fields, tags and branding options. It also allows users to define sales processes with configurable milestones for each stage of the pipeline. Each milestone is linked with a success criterion that is used to generate revenue forecasts.
Capsule supports integrations with a range of leading small-business solutions for customer support, email marketing, document management and accounting.
Shuna from Cinematic Wings
Specialty: Real Estate
Employees number: 2-10 employees
When I started looking for software that would help the team work from the same information, Capsule fitted the bill. It took a while to get all my contacts entered, but once I had, the sales team were able to view my notes as well as add their own. It's revolutionized the way we work together.
If you don't use CRM yet, try this out. The free version is enough for a small business and it will help to keep everyone updated on where things stand in the sales/contact process.
Jeff from Auto Payment Finder, Inc.
I have administrator rights for the software. I find it extremely easy to use. Teaching other s the basics has been very positive too.
The only issue I have is with individuals being able to view other people's contacts etc. I would like the ability to have more options with regards to settings.
Our reps are terrific with quick responses and are very thorough. When you run into any type of problem they help
Juan from CSR, LLC
My Client Managers were really struggling with the ability to get their work done quickly and efficiently; collaboration was a real issue as well.
Excel spreadsheets, though useful, had outlived their utility.
The full functionality of other CRMs isn't present, but we don't really need it right now.
Research well before pulling the plug; we have an awesome team member that made the decision easy for us.
Rosi from CSR-Atlanta
Capsule is flexible, easy to grasp, and fairly straightforward. But if you want to dig deeper and use all the features and strategies, you can absolutely get more out of it. It made the whole concept of a CRM come alive for me. It's also really affordable! Other CRMs are more powerful (and harder to learn) but there's no way our company could've afforded those.
I wish that they had a way to label an individual as being employed at more than one company, and recording past employers. A more detailed walkthrough of "cases" would be really useful, since that's what people ask me about the most (and don't seem to understand, for whatever reason). Also, it would be amazing if Capsule had tutorial videos on their YouTube channel, like a lot of other CRM companies do. Finally, user permissions would be nice (but not something that is a particularly sore spot--you get what you pay for).
Use the support site! It covers pretty much everything you'll ever ask, really well. Capsule is really responsive via email and social media, as well.
Use it every day. The sales people weren't really sold on the idea of a CRM and didn't want to use it, and I had to really get on them for a little while (I even deleted the spreadsheets they were using to keep track of their pipeline!). It ended up paying off, because they swear by Capsule now.