Capsule CRM Review
Build stronger customer relationships, make more sales and save time
Full Review
Capsule is a simple to use Customer Relationship Management designed for businesses and firms to help them store and manage client contacts, build relationships with clients and thus make more sales while remaining organized. While using Capsule, the contacts are stored in one place.
- Contents: crm software
- Official Website: capsulecrm.com
Capsule is a company based in the United Kingdom founded in early 2009. They major in the Customer Relationship Management platform that helps businesses and firms establish and maintain good, healthy, and close customer relationships, hence increasing the overall sales and opportunities. The creators researched and established that the existing Customer Relationship management platforms were complicated to use or plain essential and straightforward. They, therefore, decided to come up with a Customer Relationship Management platform that would make it simple and very easy to access more advanced features of Customer relationship management by coming up with a well-established design. Since its establishment, Capsule has been used by thousands of businesses worldwide to deliver a stronger customer relationship with the business and help boost and maximize sales and profit margins with minimum inputs. It is designed to be both simple to use and powerful enough to grow while the business keeps expanding.
About The Product
Capsule is a simple to use Customer Relationship Management designed for businesses and firms to help them store and manage client contacts, build relationships with clients and thus make more sales while remaining organized. While using Capsule, the contacts are stored in one place. The powerful inbuilt filters in Capsule are very useful in sorting and finding the contacts needed at any time as they are tagged based on the clients' designation or role in the business. For a stronger relationship with the contact, all the communication with them can be recorded, making it easy to refer to and establish their preferences. Capsule Customer Relationship Management platform also has broad tasks and calendars, sales pathway tracking ability, and detailed reports that help the firm make informative decisions. Capsule CRM also allows integration since not all businesses and firms work the same way. Capsule is very easy to use and has these six icons that help one navigate the platform;
- The home icon, also known as the dashboard, takes one to a screen that gives essential details on any upcoming tasks and shows the contacts that have been recently added. One can filter the updates by the contact's name or by the items one desires to see. It is an excellent place to start one's day.
- The people and organization icon. This icon gives the user permission to peruse and vie all the saved contacts. This is the essential part of the Capsule; from here, one can tag the contacts for easier identification and categorization. One is also able to add additional information to the contacts' profiles. With just one click, all the information regarding a particular contact can be accessed; hence it provides a vital source of information regarding the contacts.
- Calendar and tasks. This icon allows one to view the calendar of events and upcoming assignments. One can track events and when they are due to do the necessary follow-up. It also provides a good platform for creating the jobs and assigning them to other colleagues.
- The sales pipeline. This allows the user to view and manage the current and available business opportunities. One can create the milestones needed, and it will help generate the expected sales forecast. One can also tag all the available sale pipelines and organize the workflow.
- Cases. This icon gives the user access to the open cases, which may include business inquiries or customer support.
- Reports. This icon allows one to see the current business reports available at the time; these reports are used to make critical business decisions. it provides a history of updates and any changes that have so far been made regarding a particular case
Capsule is also very effective in integrating the calendar, contacts, and emails with the google workspace making it seamless and easy to send emails to the contacts immediately after integration. Once you click on client contact, it automatically opens a google email window allowing you to send an email effortlessly. Apart from google workspace, the Capsule also supports integration with over fifty other services.
Benefits
- One can store the contacts while keeping them in categories using tags and also be able to share them with colleagues. There is also quick filtering of the contacts. This can quickly be done with just one click of a button.
- One can manage upcoming events and calendars seamlessly
- It is possible to create tasks and events based on a special deal and share them with colleagues. It is also possible to manage cases in a specific deal or event
- It is easy to manage the existing sales pipeline and also derive reports from it for informative decision making
- Helps track communication history between colleagues and also with potential sales leads hence keeping a record of important events
- One can generate a standard selling process that can be incorporated into the business module
- It is possible to integrate the system with other primary services like Microsoft or google workspace for effective contact management.
- It is possible to view which contacts are on social media and hence add their social media profile to the Capsule and make striking a deal easier as one can understand the contacts better.
Pros
- It is a very easy to use Customer Relations Management platform
- It is capable of storing up to 50000 contacts hence a very convenient way of managing the contacts
- It integrates well with other primary services such as Microsoft 365 and google-workspace without any hiccups
- The cases icon can be manipulated to act as a customer care point which is helpful for some firms and businesses
Cons
- The Capsule lacks an inbuilt system that can be used to mark the contacts' emails.
- Requires a stable and consistent network connection at all times to be used.
Format
Capsule Customer Relations management allows the business to consistently keep track of its customers and potential leads and manage the relationship between the customers and the business to maximize sales and profits with minimum inputs. The software can be purchased from the official website, and one is given access by paying a monthly subscription. One can then store contacts, keep track of sales and even assign a task to the team. The Capsule also has a mobile application that can access the platform as seamlessly as the main website. Upon logging in, one is given a unique web address that will take them directly to the interactive user interface from where they can start using the software.
Intended Users
The Capsule Customer Relations Management platform was created to make managing contacts both easy and seamless and keep track of leads and the sales pipeline. It is intended for any business that values its relationship with its contacts and wants to boost its sales. Small business owners and proprietors are the targeted audiences as they require a straightforward system accessible anywhere. The software is specific to use and has an interactive interface that makes it user-friendly and thus can be used by anybody of any gender or nationality. One requires only the basic technical knowledge to be able to use it.
