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

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Présentation des tarifs de Capsule

Consulter les tarifs

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.


À partir de

18,00 $US/mois Consulter les tarifs

Version gratuite

Oui

Essai gratuit

Déploiement et prise en charge de Capsule

Ressources d'aide

  • Support en horaire de bureau
  • En ligne

Déploiement

  • Cloud, SaaS, web
  • Mobile (iOS natif)
  • Mobile (Android natif)

Formation

  • Documentation

Capsule - Fonctionnalités

  • 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

Logiciels CRM en ligne : afficher la liste complète

  • 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

Logiciels de CRM : afficher la liste complète

  • 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

Logiciels de CRM pour PME : afficher la liste complète

  • 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

Logiciels de lead management : afficher la liste complète

  • 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

Logiciels de prévision des ventes : afficher la liste complète

Capsule - Alternatives

Plus d'alternatives à Capsule

Avis sur Capsule

Lire tous les avis

Note moyenne

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

Évaluer le logiciel

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Écrivez votre avis !
Peter M.
Director
Aviation et industrie aéronautique, 2-10 employés
Temps d'utilisation du produit: 6 à 12 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 04/11/2020

"Best CRM I've ever used"

Commentaires: Peace of mind for my business

Avantages: Visual presentation of the data, ease of access, monthly subscription, data capture, project tracking, email link capability, mobile access.

Inconvénients: The CRM had no functions that I disliked

Réponse de l'éditeur

envoyé par Zestia le 10/11/2020

Hi Peter,

Chloe here from Capsule. Thanks for taking the time out to write a review about Capsule - we're really glad it's helping your business!

  • Provenance de l'utilisateur 
  • Publié le 04/11/2020
Peter R.
Director
Services et technologies de l'information, 2-10 employés
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 20/11/2020

"wonderful Software for every business"

Commentaires: The software is simple to use, it has a wide range of tools that you can use. However, the great thing you dont have to use all the features and they are hidden away, so they dont affect your everyday usage. Incredibly for this type of software and all the tools you can access, it is incredibly affordable for personal, small business or large companies. We really love the product

Avantages: We have used this software for over five years. We used to use act and were reluctant to move to another provider. We moved because we could use the software on all forms of devices, anywhere in the world. The other great feature is that it is so simple to use, you hardly need any training at all

Inconvénients: Actually we love it, so we dont really have anything negative to say

Réponse de l'éditeur

envoyé par Zestia le 24/11/2020

Hi Peter,

Chloe from Capsule here. Thanks for reviewing us! We're so happy to hear that Capsule has worked out for you!

  • Provenance de l'utilisateur 
  • Publié le 20/11/2020
Utilisateur vérifié
Sales and Marketing Manager
Logiciels, 11-50 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
Rebecca H.
Director
Immobilier, 2-10 employés
Temps d'utilisation du produit: 6 à 12 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 24/09/2020

"Capsule Review"

Avantages: Very easy to set up
Easy and intuitive to use
It is flexible enough so that it can be moulded around a requirement or purpose, even if that function isn't immediately obvious.
The support staff are great at coming up with solutions and work arounds
Support staff are very quick to respond.
The close links with Mailchimp and Zapier are great and really easy to merge different systems.

Inconvénients: You can't 'drag and drop' documents from the system to emails.
There's no 'pre-opportunity' stage - i.e. no way of registering an interest in a product (linking a client and product or organisation) without it being a formal 'opportunity' - there needs to be a 'pre-opportunity' facility to ease admin in the system.
There's no way of retaining a record of a meeting in the calendar.
There's no one to stand behind my husband and remind him to record notes in the system! :-)

Réponse de l'éditeur

envoyé par Zestia le 16/10/2020

Hi Rebecca,

Chloe from Capsule here. Thanks for your review - I'll be sure to pass on your feedback to our team. As for the pre-opportunity problem, you could use a Case for that and then you can link that case to an Opportunity if it does move into the pipeline. That way you can have a clear record of it, but it isn't impacting conversion rates or anything like that. You can read more about Cases here:
https://capsulecrm.com/support/projects-and-events/understanding-cases/. While you can't see your past tasks in the Calendar, you can go to the task list view and filter for completed tasks. Here you'll be able to see a list of everything that's been completed. While we can't put someone behind your husband and nudge him - you could set up a task for a certain time each day that recurs every week (5 recurring tasks), basically just as a prod to remind him to add notes? I hope that gives you some tips and if you need any extra support you can always reach out to us.

  • Provenance de l'utilisateur 
  • Publié le 24/09/2020
Dave S.
Research and Product Development
Formation professionnelle et coaching, Auto-entrepreneur
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    5 /5
  • Facilité d'utilisation
    5 /5
  • Fonctionnalités
    4 /5
  • Support client
    4 /5
  • Rapport qualité-prix
    5 /5
  • Probabilité de recommander le produit
    10/10
  • Provenance de l'utilisateur 
  • Publié le 07/09/2020

"Simple and Functional"

Commentaires: My needs for tracking client opportunities are simple and this CRM does everything I need of it. I mainly use it for recording my meetings and coaching sessions with my clients. This functionality is easy to use and it is easy to search clients later to see what was last talked about.

Avantages: It is incredibly easy to set up, very simple to use and I like it's integration with Xero.

Inconvénients: Sending email from the system get stored in dropbox, not ideal if you don't use dropbox

Réponse de l'éditeur

envoyé par Zestia le 14/09/2020

Hi Dave,

Chloe from Capsule here. Thanks for your feedback - we're glad you like the integration with Xero. In terms of the Drop Box I have good news as the Capsule Drop Box is not the same as the file storage service Dropbox.com. The Capsule Drop Box is effectively an email address that you use to BCC or forward your emails to which in turn stores them against the relevant contact in your Capsule account. This is what non-google users use for storing emails. You can learn more about storing emails using the Capsule Mail Drop Box here: https://capsulecrm.com/support/setup-and-configuration/storing-emails/#understanding-the-mail-drop-box.
If they are finding that emails aren't being stored on their contacts as expected, could you please email [email protected] and we can investigate further.

  • Provenance de l'utilisateur 
  • Publié le 07/09/2020