Capsule CRM Review



What is Capsule CRM?

Use Capsule to keep track of people and companies you do business with, communications with them, opportunities in the pipeline, and what needs to be done when.

Overview of Capsule CRM

Seller :
Zestia Ltd
HQ Location :
20 Dale St, Manchester, M11EZ, GB
Year founded :
2007
Language supported :
English
User satisfaction :
100
Integrations :
Zapier Zendesk Mailchimp Toggl G Suite Freshdesk Google Contacts Madmimi Freshbooks Xero
Devices Supported :
Windows Android iPhone/iPad Mac Web-based Linux
Deployment :
Cloud Hosted
Customer Types :
Small Business Freelancers
Pricing Model :
Monthly payment Free
Support :
Email Tickets

Overview of Capsule CRM Features

  • Compatible with Windows, Mac, or Linux
  • Quick document management, making it easy to attach documents and other files
  • Track bids, deals, proposals and other opportunities
  • Management groups of contacts with lists using tags
  • Dashboard opportunities overview
  • Tracking of all email communications into Capsule
  • Easy to-do list and calendar management
  • One master copy of your data on secure servers
  • Adding milestones
  • Controlled access
  • Integration of contacts from Outlook, Gmail, vCard, spreadsheets and any CSV file
  • Easy customization of information categories to fit your business
  • Linking milestones with a success factor
  • Easy creation and analysis of reports
  • Secure access of your account from anywhere
  • Easy addition of notes and other information about the contact
  • Multiple backup
  • Customization of the sales milestones and process
  • Brand your Capsule account using your colors and logo
  • Serious data security
  • Efficient sales management
  • Automatic upgrades
  • Easy sharing of contacts with co-workers to assure the entire team has a single up-to-date view of the contact
  • Complete and easy contact management
  • Includes a standard set of milestones

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