Review of Capsule CRM

January, 2015

Rating: 3.5/5

Capsule Customer Relationship Management (CRM) is an easy to use tool for the small business, freelancer, or non-profit. It works simply and effectively. The flexible interface is intuitive and this new kid at the CRM market is chock full of great features and integration.

Zestia LLC is the parent company of Capsule. Launched in 2008, Zestia has great innovative ideas that they installed into Capsules coding. This software has a built in API, which allows plug-ins by other software companies. Basically, this kid plays well with others. This easy integration is one of Capsules best traits, more on that below.

Features

Capsule has a rich with features functionality behind an attractive, intuitive interface. While the mail function is to keep business contacts in place, Capsule has key features which really make it shine.

Contact Management

Capsule allows defined relationships for the contact in the database.

Sales Pipeline

Capsule allows the client to manage bids and proposals, while prioritizing opportunities with workflow.

Calendars and Tasks

Capsule has reminders about deadlines and tasks. These tasks are shareable too.

Mobile Access

Capsule has a mobile app for iOS or Android.

Sales Analytics

Capsule has history tracking to keep related files attached to each client profile.

Integration

Capsule is made for integration. There are more than 30 plug-ins listed, here is a selection of the integrated software:

  • FreeAgent
  • Wufoo
  • Freshbooks
  • MailChimp

Social Media

Capsule not only works well with major social media, the social media feeds are updated when viewing a contact’s profile.

Final Words

If you are used to logging client information another way, Capsule will take some habit-forming to log the client information in, but it saves so much time when it is done. The mobile app is not as intuitive as expected, but the help section of the web app helps with the learning curve. It truly will make life easier for the small business owner in the long run, saving a lot of future headaches.

Although learning the software can be time consuming, the set-up is simple and does not require IT personnel.

The Sales Pitch

The easy online CRM for doing business Use Capsule to keep track of the people and companies you do business with, communications with them, opportunities in the pipeline, and what needs to be done when.

Features

Complete contact view, manage sales pipeline, manage to do list and calendars, customizable, manage contact groups, add-ons

Customers
Tech Information
Service Name
Capsule CRM
Parent Company
Zestia Ltd
No. of Staff maintaining this service (estimated)
Tiny (under 10 people)
Mobile Devices
Android App, iPhone App, BlackBerry App
Head Office
United Kingdom
Learn More

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