Avaliações do Capsule

gestão de leads e integração com Google email

integração com o cliente, bem como probabilidade média de fecho de leads

Simple contact and account management, link task reminders to contacts and or opportunities.
Integration with GMail etc, Xero, MailChimp

Mobile app could be a litte more user friendly, it would be great to automatically add a follow-up task when you close one. But these are both really minor issues in the grand scheme!

The ease of use when our data was under 500

It did not seem as competitive as other providers

I found the software easy to use and fairly intuitive for the everyday user. It managed leads adequately and allowed me to find my information easily.

We needed a tool that would allow us to easily track booked events on a calendar and see trends of inquiries for specific dates. Capsule lacked an effective calendar tool to help us manage leads by date which made it ineffectual for us.

The client management, and the ability to keep things easy to use and not over complicate day to day activities

The search bar feature could be improved as search key words rather than phrases

It is a highly customizable software CRM. Track every interaction with stakeholders using the web app, email plugins, and most importantly the iOS app! The app uses the cloud based client database as a sort of substitute for your phone’s address book, phone dialer, and portal to add client interactions. Best mobile app for a CRM platform!

It can be tricky linking interactions with multiple stakeholders.

Easy to use and easy to learn, this has been a game changer for us. We used to keep everything written down or online in customer files but that made it hard to find details when needed. Now we can search on our computers or if out on site easily look it up on the app

We are happy with how this software has fit into our business and the simplicity of it

-Easy to use and navigate
-Custom tags for customers
-Phone app for iOS work well

-Importing contacts from office 365 or Gsuite would be handy
-Had an issue with Android app where it took nearly 10 minutes syncing the contacts when I tried to open the app, I needed the information asap as I was stranded outside an office which was inconvenient

Ease of use and complete history of all my contacts over years.

Nothing I can think of. So keep this up!

- Excellent tool for managing sale leads
- Easy to use GUI
- Easy customer communication tracking with leads
- Task delegation to team
- Easy sale pipelines management
- Integration with help desk portals
- Integrations with G Suite

- No integration with Office 365
- No mass mailouts in capsule for marketing purpose
- Free trail requires credit card which isn't good

The one thing I like the most about Capsule is its simplicity. It might not have all the "bells and whistles" that other CRM platforms have but it does its job.

The sales pipeline, for example, it is very good because it is intuitive and gives you the key information you need for lead generation and sales – including clear analytics that show you how things have been going.

Another thing I am a fan of are Capsule's tasks and their automation. Simply lay out a process and break it into steps, or tasks, and have each one become active once the task that came before has been completed. For me, a mobile app is something I always look at when picking up a tool, so it was great to see that Capsule does have one, which means that I can work even when I am not at my computer.

While Capsule has a free plan, it comes with a contacts limit that you are likely going to hit in a few months. This may not seem like a problem when you are getting started but it may turn out to be a bit of an issue if you decide to opt for a different CRM solution and need to migrate everything from Capsule.

Also, keep in mind that Capsule might not have some features you may want a CRM to have so I would suggest looking at its features list carefully before signing up.

Honestly, I was sceptical about using Capsule when it first came along. I couldn’t see how tracking tasks or cases could benefit my work. I saw it as another thing I had to do, day to day. I thought the main reason for getting it was to track the relationships, conversations and connections between partners. Since I’ve been using Capsule, I’ve found it really useful for those things. I can check who and what people have been talking to partners about and I can use it to track my own conversations with partners. It’s like creating a story of those relationships. I still don’t use the tasks or cases, but maybe that will come at some point

As above.
In addition, I would like a feature where you can search for a contact and then add them to a list without having to create a task or tag. That would be good.

Basically I LOVE it as it is so easy to use, the drag and drop on the Calendar (for those times when you just can't get it all done on the day) is so very useful.

I may be asking too much (or maybe not using it as I could) but I would love to be able to track a work on a project after the deal has been won, a sort of mini project management facility. I may be able to do this with the software as it is - to be honest I am still learning how to use it - but if it were there it would help. But that's me wanting to improve on excellence!

Ease of use, especially the mobile app which you can update and access easily when on the move.

I would like to be able to send emails with attachments from Capsule directly, that is the feature I need the most which is not available.

That it is easy to use, has many fields and ways to enter data. Being able to enter notes is a great help. Ease of finding people or companies in the data base and link people to companies.

We aren't able to create emails with graphics to send to mass mailing with ease.

Its easy to use free of feature creep that so many CRM suffer from. We are a B2B business and Capsule does everything you want it to do. The support is fantastic and really needs 10 stars not 5. Its easy to configure has all the integrations with Xero and mail chimp we need and its fast.

Some of the fields require opening and saving as opposed to modern just enter fields.

The UI/UX is exactly what we needed!

This software brings together our sales and marketing department and shows transparently and where we are in the business - [SENSITIVE CONTENT HIDDEN]

There is nothing that we wish we had or could improve on :-)

Very useful for contact management, also to manage opportunities and tasks

Easier integration with MS Outlook to save "sent" emails

I used Capsule maybe 5 years ago managing my own small client base. Now I'm working with a small non-profit that has 100s of contacts we need to manage and track. After trying a couple of the biggies I was so glad to get back to Capsule! It's even better than I remember

I want a magic genie that will enter all my data while I take a nap!