Capsule
Cuide de seus clientes e oportunidades de vendas.
4,5 /5 (97 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
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.
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.
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 is great!
It's been a joy. Deployed super quick and was working pretty much out the box. It's not bloated like other CRM's with loads of unnecessary fields and functionality that most people dont use anyway.
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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
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.
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 is great!
It's been a joy. Deployed super quick and was working pretty much out the box. It's not bloated like other CRM's with loads of unnecessary fields and functionality that most people dont use anyway.
Vantagens
It's intuitiveness is certainly my biggest positive. To be able to get the system up and running quickly and efficiently is a massive plus point. It keeps me focussed on what I need to do daily and it has yielded results.
Desvantagens
If I'm being picky I would like the ability to turn some features off. For example I don't use cases so I'd prefer if it just wans't there but it's a minor point.
Resposta do Zestia
Hi Barry,
Chloe from Capsule here. Thanks for taking the time out to write a review. It's great to hear that you find Capsule so intuitive and that you're seeing benefits from using it!
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Preço do Capsule
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Recursos do Capsule
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Categorias
Categorias
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, 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