Capsule
Cuide de seus clientes e oportunidades de vendas.
4,5 /5 (91 avaliações) Escreva uma avaliação!Resumo do Capsule
O que é o Capsule?
O Capsule é um CRM fácil de usar para as empresas gerenciarem contatos, construírem relacionamentos, aumentarem as vendas e serem mais organizadas.
Armazene todos os seus contatos em um só lugar no Capsule, sejam leads, fornecedores ou investidores. Os poderosos filtros e tags do Capsule permitem classificar e localizar facilmente os contatos quando você precisar deles. Juntamente com seus contatos, você pode adicionar tarefas associadas e registrar todo o seu histórico de comunicação com eles.
O pipeline de vendas visual que oferece edição de arrastar e soltar facilita o gerenciamento de suas oportunidades de vendas. Crie seus marcos de vendas, adicione suas oportunidades de vendas ao Capsule e crie processos de vendas associados a cada etapa de vendas. Você poderá ver imediatamente todas as oportunidades, a quem elas pertencem, seu valor e seu marco. Em seguida, você pode analisar todo o seu processo de vendas usando relatórios perspicazes de vendas e atividades.
As tarefas e recursos de calendário garantem que você não perca um evento importante novamente e permitem que você programe seu dia em torno de coisas que você sabe que precisam ser feitas.
Resumo do Capsule
Preços
Opções de preços
Recursos do Capsule
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Capsule - Avaliações
Capsule - Avaliações
Great CRM for Contacts, Tasks, Opportunities and pipelines
Really good Customer, Prospect and Lead management solution
Reminder to contact
Management of team tasks, and assignment to team members
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.
Features and Format Lacking, Good for the Basics
Overall, Capsule seems middle-of-the-road. It's been useful as a database to keep our pipeline and outreach organized at a base level but hasn't impressed beyond that.
Best in Class CRM
I originally acquired Capsule to keep track of customers, potential customers, task management, and event management for a coaching and education business. I continue to track coaching clients in the software, but now I primarily use it for event and task management for a grassroots nonprofit.
Bang-for-buck the best CRM for Xero
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Great CRM for Contacts, Tasks, Opportunities and pipelines
Vantagens
Simple contact and account management, link task reminders to contacts and or opportunities.
Integration with GMail etc, Xero, MailChimp
Desvantagens
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!
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.
Vantagens
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
Desvantagens
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
Features and Format Lacking, Good for the Basics
Overall, Capsule seems middle-of-the-road. It's been useful as a database to keep our pipeline and outreach organized at a base level but hasn't impressed beyond that.
Vantagens
The ability to export to Mailchimp has been very useful, it allows us to immediately update lists without having to go through multiple extra steps.
Desvantagens
Certain features I'm used to in a CRM are missing. The only way to correlate multiple organizations (as a subsidiary or similar case) is to make a note of it in the organization description and that doesn't link through. You're also unable to categorize a contact under multiple organizations, so you need to create a new person with the same name if you want to put them under more than one company.
It would also be nice to have a better search and reporting function. The only things you can search for are the person, organization, case, and note content, so every other bit of information you'd like to search for and compile must be placed as a tag, which gets clunky and disorganized easily. There is some sales pipeline reporting, but the options are not as robust as other CRM systems I've used in the past.
Best in Class CRM
I originally acquired Capsule to keep track of customers, potential customers, task management, and event management for a coaching and education business. I continue to track coaching clients in the software, but now I primarily use it for event and task management for a grassroots nonprofit.
Vantagens
Capsule is a CRM system that delivers excellent support for a small cost. It is more customizable and has more features and greater ease of use than others in its price range. It was fairly easy to set up, customize, and learn using the provided guides and the responsive customer service team. It easily supports tracking of all actions related to an entity in one place. It has a number of built-in APIs for integration with email marketing tools and other applications. I really appreciate the task tracking, the ability to track potential customers through a customizable sales funnel, and the capacity for creating cases for tracking interactions with related to a particular person, organization, or project. I also like the ease with which I can create my own "tracks" for processes that I often repeat.
Desvantagens
The things I would want in a CRM application that are not present in Capsule are all things for which I would expect to spend more money. For example, if I were to spend more money on a CRM, I would look for one that includes volunteer sign up forms and the ability for donors to manage their own profiles and track their own donations. It is a pretty simple tool, but again, very robust for the price.
Bang-for-buck the best CRM for Xero
Vantagens
Capsule does everything a CRM should:
- All of your organisation and contact information in one place
- Heaps of available integrations including MailChimp and Xero
- Mobile app for capturing new leads
- Customisable opportunity management
- Customisable case (ticket) management
- Email integration makes tracking email correspondence easy
- Custom fields allow you to update your
Desvantagens
Capsule has several weaknesses you should be aware of:
- The opportunity management is customisable but fairly basic. Its great if you currently have no visibility of your pipeline, stages, value, probability or timeframes. There are apps out there that do these features better but not with all the other great stuff Capsule can do at the same price point.
- Capsule is not a marketing automation tool but will help with your marketing
- Capsule is not a sales pipeline tool but will improve your pipeline visibility
- Capsule is not an email client
- Capsule is not your accounts receivable management tool but will improve your collections
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Preço do Capsule
Preço do Capsule
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Recursos do Capsule
Recursos do Capsule
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Categorias
Categorias
Vídeos e Tutoriais
Vídeos e Tutoriais
Perguntas frequentes sobre o Capsule
Perguntas frequentes sobre o Capsule
Abaixo estão algumas perguntas frequentes sobre o Capsule.
P: Que tipo de planos o Capsule oferece?
O Capsule oferece os seguintes planos de pagamento:
A partir de: US$ 18,00/mês
Modelo de preços: Gratuito, Assinatura
Teste Grátis: Disponível
P: Quais são os principais recursos do Capsule?
Não temos informações sobre os recursos do Capsule.
P: Quem costuma usar o Capsule?
Os clientes habituais do Capsule são:
Autônomos, Grandes empresas, Empresas de médio porte, Sem fins lucrativos, Pequenas empresas
P: Em que idioma o Capsule está?
O Capsule está nos seguintes idiomas:
Inglês
P: Que tipo de planos o Capsule oferece?
O Capsule tem os seguintes planos de preços:
Gratuito, Assinatura
P: O Capsule é compatível com disponíveis móveis?
O Capsule é compatível com os seguintes dispositivos:
Android, iPhone
P: O Capsule se integra com quais outros aplicativos?
O Capsule se integra com os seguintes aplicativos:
ActiveCampaign, Bitium, ClickDesk, Email It, FreeAgent, Freshdesk, GetResponse, Quote Roller, WebMerge, Xero
P: Que nível de suporte o Capsule oferece?
O Capsule oferece as seguintes opções de suporte:
Base de conhecimento, Suporte online, FAQs
Really good Customer, Prospect and Lead management solution
Reminder to contact
Management of team tasks, and assignment to team members