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.

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.

Informations sur Capsule

Zestia

http://www.capsulecrm.com/

Fondé en 2009

Prix de Capsule

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.

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À partir de

18,00 $US/mois
Consulter les tarifs

Version gratuite

Oui

Essai gratuit

Déploiement

Cloud, SaaS, web

Mobile (iOS natif)

Mobile (Android natif)

Formation

Documentation

Ressources d'aide

Support en horaire de bureau

En ligne

Capsule - Fonctionnalités

Logiciels CRM en ligne
Analyse du service client
Catalogage et catégorisation
Contrôle des réponses par e-mail
Gestion des connaissances
Messagerie instantanée
Mesure des performances
Portail libre-service
Recherche
Suivi du support client
Accès mobile
Devis et offres
Gestion des tâches
Gestion du territoire
Génération de leads
Intégration des médias sociaux
Intégration du chat interne
Intégration du marketing automation
Lead scoring
Segmentation
Stockage de documents
Système de calendrier et de rappel
e-mail marketing
Devis et offres
Gestion des tâches
Gestion du territoire
Intégration des médias sociaux
Intégration du marketing automation
Lead scoring
Lecture de cartes de visite et de badges
Messagerie instantanée
Prévision
Segmentation
Stockage de documents
Système de calendrier et de rappel
Distribution de leads
Gestion des campagnes
Gestion des pipelines
Lead nurturing
Lead scoring
Outils de prospection
Saisie de leads
Segmentation de leads
Suivi des interactions
Suivi des sources
Analyse de corrélation
Analyse de l'évolution des ventes
Analyse des concurrents
Analyse statistique
Mesure des performances
Modélisation dynamique
Modélisation et simulation
Présentation graphique des données
Rapports sur les exceptions
Tableau de bord

Avis sur Capsule

Afficher 5 avis sur 92

Note globale
4,5/5
Facilité d'utilisation
4,6/5
Service client
4,3/5
Fonctionnalités
4,2/5
Rapport qualité-prix
4,5/5
Guy G.
Director
Santé, bien-être et fitness, 2-10 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    5/5
  • Facilité d'utilisation
    4/5
  • Fonctionnalités
    4/5
  • Support client
    Sans note
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    10/10
  • Provenance de l'utilisateur 
  • Publié le 07/12/2019

"Great CRM for Contacts, Tasks, Opportunities and pipelines"

Commentaires: Really good Customer, Prospect and Lead management solution
Reminder to contact
Management of team tasks, and assignment to team members

Avantages: Simple contact and account management, link task reminders to contacts and or opportunities.
Integration with GMail etc, Xero, MailChimp

Inconvénients: Mobile app could be a litte more user friendly, it would be great to automatically add a follow-up task when you close one. But these are both really minor issues in the grand scheme!

  • Provenance de l'utilisateur 
  • Publié le 07/12/2019
David W.
Director
Formation professionnelle et coaching, 13-50 employés
Temps d'utilisation du produit: plus d'un an
  • Note globale
    4/5
  • Facilité d'utilisation
    3/5
  • Fonctionnalités
    3/5
  • Support client
    4/5
  • Rapport qualité-prix
    3/5
  • Probabilité de recommander le produit
    6/10
  • Provenance de l'utilisateur 
  • Publié le 26/11/2019

"Quick and useful to get ourselves organised but the limitations are starting to show"

Commentaires: It's our 2nd management tool - the first one was overly complicated and this is quite simple
The Dropbox solution is a bit of a fudge but it works most of the time.
The tasks system and visual customisation leave a lot to be desired.

Avantages: It's fast and simple, a young British company. which we wanted to support.
Its online and accessible on an app
It does a lot of what we originally needed

Inconvénients: The tasks and the layout - lack of customisation - colours or icons - fields can be hard to identify at a glance.
Starts to get expensive with more users - if I could role out viewing to my whole team (no input) it would be handy - but i can't justify £300 a month
We no longer use the sales side - that didn't really work for our company - now just use the contacts, tasks, recording of data

  • Provenance de l'utilisateur 
  • Publié le 26/11/2019
Charles J.
Director
Services financiers, 2-10 employés
Temps d'utilisation du produit: 1 à 5 mois
  • Note globale
    5/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    5/5
  • Support client
    5/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    10/10
  • Provenance de l'utilisateur 
  • Publié le 07/06/2020

"Easy to set up, customise and use"

Commentaires: We moved from managing our pipeline and contacts on a spreadsheet to loading everything onto Capsule is a few hours. We then enabled the Xero integration which was very easy to do.
It is now much easier to manage our customers and pipeline, load and monitor our activity and to report on progress.

Avantages: Easy to set up, and to customise to our own processes and terminology. Easy and intuitive to use. Great integration with Xero

Inconvénients: Nothing but it seems you have to put 40 characters in this box

Réponse de l'éditeur

envoyé par Zestia le 30/06/2020

Hi Charles, Chloe here from Capsule. Thanks for taking the time to leave a review. It's great to hear that you found Capsule easy to set up and customize and that it's helping you to manage your customers more efficiently.

  • Provenance de l'utilisateur 
  • Publié le 07/06/2020
Utilisateur vérifié
Sales and Marketing Manager
Logiciels, 13-50 employés
Temps d'utilisation du produit: 6 à 12 mois
  • Note globale
    3/5
  • Facilité d'utilisation
    3/5
  • Fonctionnalités
    3/5
  • Support client
    Sans note
  • Rapport qualité-prix
    Sans note
  • Probabilité de recommander le produit
    3/10
  • Provenance de l'utilisateur 
  • Publié le 07/09/2018

"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.

  • Provenance de l'utilisateur 
  • Publié le 07/09/2018
Beth L.
Co-Owner
Services à la personne et aux familles, Auto-entrepreneur
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    5/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    5/5
  • Support client
    5/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    10/10
  • Provenance de l'utilisateur 
  • Publié le 26/11/2019

"Best in Class CRM"

Commentaires: I originally acquired Capsule to keep track of customers, potential customers, task management, and event management for a coaching and education business. I continue to track coaching clients in the software, but now I primarily use it for event and task management for a grassroots nonprofit.

Avantages: Capsule is a CRM system that delivers excellent support for a small cost. It is more customizable and has more features and greater ease of use than others in its price range. It was fairly easy to set up, customize, and learn using the provided guides and the responsive customer service team. It easily supports tracking of all actions related to an entity in one place. It has a number of built-in APIs for integration with email marketing tools and other applications. I really appreciate the task tracking, the ability to track potential customers through a customizable sales funnel, and the capacity for creating cases for tracking interactions with related to a particular person, organization, or project. I also like the ease with which I can create my own "tracks" for processes that I often repeat.

Inconvénients: The things I would want in a CRM application that are not present in Capsule are all things for which I would expect to spend more money. For example, if I were to spend more money on a CRM, I would look for one that includes volunteer sign up forms and the ability for donors to manage their own profiles and track their own donations. It is a pretty simple tool, but again, very robust for the price.

  • Provenance de l'utilisateur 
  • Publié le 26/11/2019