Capsule
Cuide de seus clientes e oportunidades de vendas.
4,5 /5 (114 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
Mídias
Capsule - Avaliações
Capsule - Avaliações
Best CRM I've ever used
Peace of mind for my business
wonderful Software for every business
The software is simple to use, it has a wide range of tools that you can use. However, the great thing you dont have to use all the features and they are hidden away, so they dont affect your everyday usage. Incredibly for this type of software and all the tools you can access, it is incredibly affordable for personal, small business or large companies. We really love the product
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.
Capsule Review
Simple and Functional
My needs for tracking client opportunities are simple and this CRM does everything I need of it. I mainly use it for recording my meetings and coaching sessions with my clients. This functionality is easy to use and it is easy to search clients later to see what was last talked about.
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Best CRM I've ever used
Vantagens
Visual presentation of the data, ease of access, monthly subscription, data capture, project tracking, email link capability, mobile access.
Desvantagens
The CRM had no functions that I disliked
Resposta do Zestia
Hi Peter,
Chloe here from Capsule. Thanks for taking the time out to write a review about Capsule - we're really glad it's helping your business!
wonderful Software for every business
The software is simple to use, it has a wide range of tools that you can use. However, the great thing you dont have to use all the features and they are hidden away, so they dont affect your everyday usage. Incredibly for this type of software and all the tools you can access, it is incredibly affordable for personal, small business or large companies. We really love the product
Vantagens
We have used this software for over five years. We used to use act and were reluctant to move to another provider. We moved because we could use the software on all forms of devices, anywhere in the world. The other great feature is that it is so simple to use, you hardly need any training at all
Desvantagens
Actually we love it, so we dont really have anything negative to say
Resposta do Zestia
Hi Peter,
Chloe from Capsule here. Thanks for reviewing us! We're so happy to hear that Capsule has worked out for you!
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.
Capsule Review
Vantagens
Very easy to set up
Easy and intuitive to use
It is flexible enough so that it can be moulded around a requirement or purpose, even if that function isn't immediately obvious.
The support staff are great at coming up with solutions and work arounds
Support staff are very quick to respond.
The close links with Mailchimp and Zapier are great and really easy to merge different systems.
Desvantagens
You can't 'drag and drop' documents from the system to emails.
There's no 'pre-opportunity' stage - i.e. no way of registering an interest in a product (linking a client and product or organisation) without it being a formal 'opportunity' - there needs to be a 'pre-opportunity' facility to ease admin in the system.
There's no way of retaining a record of a meeting in the calendar.
There's no one to stand behind my husband and remind him to record notes in the system! :-)
Resposta do Zestia
Hi Rebecca,
Chloe from Capsule here. Thanks for your review - I'll be sure to pass on your feedback to our team. As for the pre-opportunity problem, you could use a Case for that and then you can link that case to an Opportunity if it does move into the pipeline. That way you can have a clear record of it, but it isn't impacting conversion rates or anything like that. You can read more about Cases here:
https://capsulecrm.com/support/projects-and-events/understanding-cases/. While you can't see your past tasks in the Calendar, you can go to the task list view and filter for completed tasks. Here you'll be able to see a list of everything that's been completed. While we can't put someone behind your husband and nudge him - you could set up a task for a certain time each day that recurs every week (5 recurring tasks), basically just as a prod to remind him to add notes? I hope that gives you some tips and if you need any extra support you can always reach out to us.
Simple and Functional
My needs for tracking client opportunities are simple and this CRM does everything I need of it. I mainly use it for recording my meetings and coaching sessions with my clients. This functionality is easy to use and it is easy to search clients later to see what was last talked about.
Vantagens
It is incredibly easy to set up, very simple to use and I like it's integration with Xero.
Desvantagens
Sending email from the system get stored in dropbox, not ideal if you don't use dropbox
Resposta do Zestia
Hi Dave,
Chloe from Capsule here. Thanks for your feedback - we're glad you like the integration with Xero. In terms of the Drop Box I have good news as the Capsule Drop Box is not the same as the file storage service Dropbox.com. The Capsule Drop Box is effectively an email address that you use to BCC or forward your emails to which in turn stores them against the relevant contact in your Capsule account. This is what non-google users use for storing emails. You can learn more about storing emails using the Capsule Mail Drop Box here: https://capsulecrm.com/support/setup-and-configuration/storing-emails/#understanding-the-mail-drop-box.
If they are finding that emails aren't being stored on their contacts as expected, could you please email [email protected] and we can investigate further.
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Categorias
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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:
Pequenas empresas, Grandes empresas, Sem fins lucrativos, Autônomos, Empresas de médio porte
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, Help Scout, Xero, Zendesk
P: Que nível de suporte o Capsule oferece?
O Capsule oferece as seguintes opções de suporte:
Base de conhecimento, Suporte online, FAQs
Peace of mind for my business