Über Capsule
Capsule von Zestia ist eine cloudbasierte CRM-Anwendung, mit der kleine und mittlere Unternehmen die Personen und Organisationen, mit denen sie Geschäfte tätigen, zusammen mit ihren Interaktionen und Chancen in der Vertriebspipeline verfolgen können. Capsule bietet auch ein Ticket-Management-Modul, mit dem Mitarbeitende Kundenbetreuungsanfragen lösen können. Aufgaben und Benachrichtigungen, die Kontakten, Geschäften und Fällen zugeordnet sind, helfen Nutzern zu verstehen, was wann getan werden muss.
Capsule bietet viele Anpassungsoptionen, um das System auf die Bedürfnisse verschiedener Unternehmen zuzuschneiden, einschließlich nutzerdefinierter Felder, Tags und Branding-Optionen. Darüber hinaus können Nutzer Verkaufsprozesse mit konfigurierbaren Meilensteinen für jede Phase der Pipeline definieren. Jeder Meilenstein ist mit einem Erfolgskriterium verknüpft, mit dem Umsatzprognosen generiert werden.
Capsule unterstützt die Integration in eine Reihe führender Small-Business-Lösungen für Kundenbetreuung, E-Mail-Marketing, Dokumentenmanagement und Buchhaltung. Die Lösung ist auf Abonnementbasis pro Nutzer und Monat erhältlich.
Capsule Preis
Capsule bietet eine Gratisversion und eine kostenlose Testversion. Die kostenpflichtige Version von Capsule ist ab $ 18,00/Monat verfügbar.
Alternativen für Capsule
Capsule Erfahrungen
Funktionsbewertung
- Branche: Informationstechnologie & -dienste
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
Pretty good.
Overall experience was positive. It's a solution that I recommend to people.
Vorteile
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.
Nachteile
I think we had some trouble when trying to connect to Mail Chimp. From memory it took a long time to get it right.
Antwort von Zestia
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 [email protected].
- Branche: Versicherung
- Unternehmensgröße: Selbstständig
- Wöchentlich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Great Easy To Use Affordable CRM
I have been using Capsue since 2017 and to date I have had no issues with the software even it was updated.
Vorteile
Easy to use. Price. Date Stamp. Search by name, keyword or phone number. You can up load documents to a specific contact. You can separate contacts using tags. Notes easy to edit. Beginner friendly. Generous Free account. It has an app that syncs perfectly with the online account.
Nachteile
So far the online has everything I need. I have no complaints. The app could add search by phone number. It would help when a client calls I could search the phone number and address them by name if they are found in my CRM the same way I do when working from my lap top from home
Antwort von Zestia
Hi Sheron,
Chloe from Capsule here. Thanks for taking the time to write a review about Capsule. We're glad to hear you're finding Capsule easy to use and love its features. You might be happy to hear that you can search phone numbers in the app. You can find out more about that here: https://capsulecrm.com/support/mobile-apps/capsule-mobile-app/#how-to-use-contacts-in-the-mobile-app. Also, if you have an iPhone we do have CallerID in the app. The Caller ID feature will display your Contact's name so you'll never need to guess who is on the other end of the incoming call - you can find out more information about Caller ID here https://capsulecrm.com/support/mobile-apps/capsule-mobile-app/#caller-id. I hope that help you out.
- Branche: Non-Profit-Organisation Management
- Unternehmensgröße: 2–10 Mitarbeiter
- Weitere für 6-12 Monate genutzt
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Quelle der Bewertung
Not Ideal for a Charity CRM
I think it is a fine program that didn't suit the needs of a national charity.
Vorteile
I think you you were using this software for school or a business that required registration of sorts it might be ideal but the marketing features were not strong enough for us. We used the program for 1 year and then switch over that had a better UX, marketing integration and that automatically process tax receipts.
Nachteile
The UX wasn't great. It wasn't intuitive for our team.
Antwort von Zestia
Hi Taryn,
Chloe here from Capsule. Thanks for taking the time to review us, we really appreciate the feedback. While we do have a number of charities using Capsule we understand it isn't the right fit for everyone - we're happy you've found another solution that works for you!
- Branche: Unternehmensberatung
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
This is IT
I use it and recommend it to my clients.
Vorteile
If you don't want to hire an assistant but need something to keep you on track then you have come to the right place
Nachteile
I would like it to work better with Apple.
- Branche: Professionelles Training & Coaching
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
Quick and useful to get ourselves organised but the limitations are starting to show
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.
Vorteile
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
Nachteile
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
