Capsule

Capsule

Cuide de seus clientes e oportunidades de vendas.

4.5/5 (71 avaliações)

Resumo do 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.

Preços

A partir de
US$ 18,00/mês
Opções de preços
Avaliação gratuita
Gratuito
Assinatura
Relação qualidade/preço

Dispositivos

Porte da empresa

P
M
G

Mercados

Ásia, Austrália, Brasil, Canadá, China e outros 5, Europa, Alemanha, Índia, Japão, América Latina

Idiomas

Inglês

Capsule - Avaliações

Classificação geral
4.5/5
90% avaliações positivas
38
Excelente
26
Muito bom
6
Regular
0
Ruim
1
Péssimo
Bill B.
Traduzir com Google

Quick to set up and start getting results

Usado Diariamente durante Mais de dois anos
Avaliado em 14/09/2018
Fonte da avaliação: Capterra

I've used Capsule for several years, as both a free and paid subscriber. It fits like a glove. Does what I need, doesn't force me into a different way of working, has been reliable (if it's ever been down, it wasn't any time I accessed it.) The company is actively developing it.

I have used at least a dozen small-business CRM systems. Capsule is like my favorite pair of jeans -- it fits, never gets in the way, and makes me look good!

Vantagens

Capsule is a good fit for my business. I'm a sole prop. consultant. I need to stay on top of my relationships with each customer to exceed their expectations. With Capsule on my laptop and phone, I can refer to past interactions and update with new ones in real time. With Capsule, I can create my own custom "tracks", action step lists to follow for any process in my sales or support functions. I can create my own custom fields and color-coded tags.

There are a good number of integrations with other web apps, you just have to see if yours is on the list. I use it with Harvest for time recording and Xero accounting. They also offer a good API. It took me an evening to write a script to copy every action logged in Harvest into the customer notes in Capsule.

I have no use for the team collaborative aspects of Capsule so can't comment on them.

Desvantagens

The only complaint I have is a minor one - I liked the calendar task view better before the recent update. Now I can't see all my tasks for the month at once, it truncates after 3 or 4 on any given date, and hides the rest. I can still view all the tasks for a day by clicking on it, but it's a slower way to reorganize on a grand scale.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação

8.0/10
Edo M.
Traduzir com Google

Finaly a solution for my needs!

Usado Diariamente durante 6 a 12 meses
Avaliado em 13/04/2017
Fonte da avaliação: Capterra

For last few years I had a problem with my comunication with old and new clients. Too many pressure and too much information noise casued a problem of following up possible new clients and opportunities.
My first solution was standard PIM software. Soon I discovered that only part of my problems were solved. Problems that become so evident were following up new opportunities and contacts history. I found some other partial solutions for these problems but was necessary to work, mantain and balance with diferent solutions, multiple insertions of same data and so on. Looking for better solution I got to start with some offline CRM solutions, and I tested several ones. Every program had some part that were interesting to me but neither had all of options that I was looking for. Some prgrams were fantastic but expensive or they needed dedicatd servers. Most of them had so many options that I don't need for my work and can be applied in some other sectors.
Finally, on one webpage that was doing reviews of buisiness software there was a list of several on-line CRM solutions and so I decided to try some of them. As 3rd, or 4th, started with CAPSULE CRM.
Everything that I needed was there: database of contacts, history (well done), opportunities,...Also flexibility for procedures and all sorf of extra activities was there. PERFECT. Mobile apps is must have when You are out of the office.
Today on my computers 2 web pages are always ON during work time: webmail and CAPSULE.

Vantagens

Free version is mostly perfect for my needs. Contacts database, contacts history, opportunities creating and following, procedure design and editor, flexibility.

Desvantagens

Free version have a limit to 250 contacts.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade

Probabilidade de recomendação

10.0/10
Reuben S.
Traduzir com Google

Bang-for-buck the best CRM for Xero

Usado Diariamente durante Mais de dois anos
Avaliado em 26/04/2017
Fonte da avaliação: GetApp

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

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação

8.0/10
Avaliador Verificado
Traduzir com Google

Relatively Robust, and Affordable!

Usado Diariamente durante 6 a 12 meses
Avaliado em 03/05/2019
Fonte da avaliação: Capterra

For our small business (5-10 team members), Capsule provides us with one location to input all of our data. We can track contacts, organizations, and opportunities, as well as opportunity stages and milestones, while customizing categories and notes for all of it. It is incomparably more affordable than any of the other CRMs I've used.

Vantagens

Capsule serves all its purposes very satisfactorily. It doesn't have very many bells and whistles, or email campaign options like other CRM databases, but it is very useful for logging contact information, making notes, generating tasks, and running reports. You can categorize contacts by organization, people, and deal opportunities, and also by customized tags and custom fields.

Desvantagens

Very few things to dislike. The only way to export contacts with notes is to export the entire database into Excel and sort from there; there is no option within the database's reporting capabilities to generate the notes for specific contacts.

Capsule also does not have email campaign capabilities or drip campaign options, but those are high-price items that only come with the big CRM monsters.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade

Probabilidade de recomendação

8.0/10
James P.
Traduzir com Google

One of the best CRMs I've ever used

Usado Diariamente durante Mais de dois anos
Avaliado em 28/12/2017
Fonte da avaliação: Capterra

Capsule has allowed me to keep track of all my leads and prospects. Because I can see how I've interacted with them in the past, I'm able to tailor my follow-up process to ensure a higher conversion rate. Capsule paid for itself in a very short period of time.

Vantagens

I love the fact that Capsule is one of the easiest CRMs to use. One of the reasons salespeople don't use CRMs is because they feel overwhelmed or because there's a huge learning curve. Not with Capsule. It's easy to learn and they also have a really cool app that allows you to track your contacts directly from your phone, which means you can stay on top of your sales process.

Desvantagens

I think that the free plan should allow a little bit more than the 250 contacts it currently offers, but other than that there aren't really any cons.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação

9.0/10

Preço do Capsule

A partir de
US$ 18,00/mês
Opções de preços
Avaliação gratuita
Gratuito
Assinatura
Relação qualidade/preço

Recursos do Capsule

  • API
  • Acompanhamento de atividades
  • Banco de dados do cliente
  • Campos personalizados
  • Criação de relatórios personalizável
  • Gestão de calendários
  • Imagem de marca personalizável
  • Importação/exportação de dados
  • Integração de CRM
  • Integração de e-mail
  • Integração de redes sociais
  • Integração de terceiros
  • Integração do celular
  • Lembretes
  • Modelos personalizáveis
  • Painel de atividades
  • Relatórios e estatística

  • Dados em tempo real
  • Notificações automáticas
  • Pagamentos eletrônicos

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

Avaliação gratuita: 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:

FAQs, Base de conhecimento, Suporte online