If you want to increase sales and manage your pipeline, a CRM is what you need. Since a CRM is the cornerstone of your organization, you must choose the finest CRM to ensure its success. Capsule CRM is an excellent choice to consider. Therefore, in this thorough CapsuleCRM review, we will look at what Capsule does, its primary benefits and drawbacks, and why you should consider adopting it for your company.
When it comes to picking the finest CRM software for your company, there are a number of aspects to consider, including the pricing and whether it has all of the features and functionality your business needs. Since there are so many options on the market, we have researched and analyzed Capsule- The best CRM software.
The Capsule is a reliable and valuable toolkit for any corporation. Capsule CRM is a Client Relationship Management (CRM) platform founded in the United Kingdom that promises to help you keep strong customer connections and optimize sales prospects with little human involvement.
What is Capsule CRM & How Does It Work?
The Capsule is a customizable CRM tool by Zestia that is hosted in the cloud and focuses on organization. It keeps track of contacts, vendors, opportunities, leads, and customers and their relationships with each other. It is a fantastic combination to enhance sales and improve task organization.
You can also use the Capsule to manage your projects by creating and tracking tasks, allocating them to coworkers, and keeping track of all dates and milestones. You may also customize information about your clients and contacts with the app. It is also accessible via tablets and smartphones on mobile platforms.
Let us have a look at the dashboard of Capsule and a few key points that will help you understand its functioning in this CapsuleCRM review.
People & Organizations:
You can easily add a person, an organization, or import contacts from a spreadsheet if in CSV format. You can organize your contacts by tagging them and adding them to lists. The process has become simple and will save you a significant amount of time by eliminating the need to manually enter everything. After you import the contacts, you may search for them within the software. And after you have found your contact, you can click on their name to bring up all of the information about them.
Furthermore, every email conversation you have had with a contact, as well as every assignment you have ever worked on with that contact, can be automatically documented on this wall. You can add notes, files, opportunities, cases, tasks, and other contact-related objects.
Calendars & Tasks:
This section is the core of Capsule. Capsule allows its users to manage tasks and keep track of the calendar. You can take full use of the calendar, and it is based entirely on the tasks you create. You can categorize particular sorts of activities, such as follow-ups and milestones. You can use the calendar to construct a detailed task calendar for your company, complete with unique color-coding, details, and repeat settings. You can also schedule routine tasks to repeat on a regular basis, and processes can be defined utilizing interlinked tasks.
Sales Pipeline:
This section gives you a complete picture of your sales pipeline and helps you manage sales possibilities by keeping track of crucial stages, values, and chances of closing a contract. This platform will analyze your company’s sales data, exposing valuable information such as where your sales pipeline is leaking, your average time per transaction, and the number of chances gained or lost by each team.
The other cool feature of personalizing your sales pipeline is Capsule’s ‘tracks.’ These enable you to tailor your workflow by connecting tasks. Users can also drag and drop opportunities, move them along milestones, and quickly place them in their gained or lost regions with this tool. Capsule provides users a clearer picture of how their sales are growing in this way.
Cases:
You can manage cases in the same way as contacts, with tasks and notes attached to keep track of where the problem is. From the dashboard, you can instantly access the contacts page. You will be able to see the case in the contact’s history, as well as any notes you made about it, even after you have resolved it if you associate it with a contact. When speaking with a customer, this provides valuable context.
Reporting:
Reporting options are available in Capsule CRM, but only for those that upgrade to the paid edition. Forecast sales, conversion rates, spot trends, won/lost chances over time, and other metrics are all reported by the software. You can also track the entire pipeline, deals by rep, and events like calls, emails, and meetings in reports.
Features Of Capsule CRM:
Capsule does an incredible job of packing a lot of features into a small, simple, and straightforward relationship management solution.
Task Tracking:
Task ‘tracking’ is the most advanced Capsule task management tool. You can use this to schedule tasks in relation to one another. You may, for example, configure it such that an email follow-up job is automatically scheduled for five days after an email send task is marked as complete.
Interface and In Use:
The Capsule interface is incredibly user-friendly. It is simple to use, and even individuals who have never worked with a CRM before will feel right at home. Another tactic Capsule uses to facilitate relationship management is to include six essential shortcut icons at the top of each capsule screen. These contain links to homes, people, and case pages, allowing you to easily locate important information regardless of what you were doing previously.
Using Capsule On Your Mobile:
There is a significant probability that you or your coworkers may need to communicate with clients and partners while on the job. The Capsule has created a mobile app for iOS and Android smartphones to assist you in your task.
All the features of the desktop software are available in the mobile app. You can initiate conversations, compose emails, and browse contact location maps right from the app, which makes it ideal for content management on the go.
Support:
If you have an issue with any of the Capsule features, there is a high possibility you’ll be able to solve it yourself using the Capsule Support Center’s extensive guidance. Furthermore, because the Capsule system has a 99.99 percent uptime rate, there is a good possibility you won’t need to contact its technical support team.
However, if you want more assistance for any reason, you can contact the Capsule support staff through email. If you reach them within UK business hours, they will respond shortly.
Pros and Cons
- Pros:
- Tracks option to set up tasks to be done in order.
- Monitor and implement the sales pipeline.
- The mobile app is super helpful to manage work away from a computer!
- Excellent task management system – can track on a timeline as well as across the team.
- Tracking all of our email correspondence
- Integrating with our accounting software
- Budget-friendly
- Easy to use
- Reminds businesses to reach out to contacts they haven’t talked to in a while
- Outstanding note-taking and sharing functions
Cons:
- The Gmail integration might be a little tricky and difficult to master.
- Lack of features as compared to other CRM software.
- Pretty basic UI needs to be made more appealing.
Pricing Plans:
Capsule CRM comes up with three pricing plans. Professional, Teams, & Enterprise. Let us have a quick look at all the pricing plans in detail in this CapsuleCRM review.
The Professional plan of Capsule CRM costs $18/ Per user, per month. This plan suits best for small businesses as this plan has everything a small team needs to be more organized and increase sales.
The team plan is $36 per month per user. This plan is ideal for expanding businesses. Users may control who has access to what information, segment data, and measure team performance.
Enterprise plan costs $54/ Per user, per month. In this plan, you get premium onboarding, dedicated account management, and priority support along with 200,000 Contact& 40GB Storage per User.
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CapsuleCRM review – Is It The Best CRM Software
So, this was all in this capsule CRM overview.
Capsule CRM is a cutting-edge customer relationship management system that is meant to be simple to use while yet being robust enough to scale as your company grows. Starting at $18 per user/month- it was adapted to the needs of smaller teams while concentrating on enhancing organization, efficiency, and sales.
Therefore, Capsule CRM is no doubt the best CRM Software & Simple CRM Solution that will surely take your business to new heights.
So, what are your thoughts about Capsule? Did you like our detailed CapsuleCRM review? Let us know in the comment section below.
