Capsule

gestão de leads e integração com Google email

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

It's dead simple to track leads and interactions with leads.

I just wish it was a couple clicks easier to get the dropbox email to work more smoothly (not the file sharing software, but the inbox that sorts your inbound mail into appropriate opportunities and cases). It's sometimes easy to forget to BCC the opportunity to track the next message.

We really like the interface and how it is organised.
Best feature is the gmail integration.

Im hoping that we can connect a certain gmail contact and automatically have every new email/conversation feed into the same contact on capsule.

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.

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.

The ease of use when our data was under 500

It did not seem as competitive as other providers