Capsule CRM

Capsule CRM

The smart, simple online CRM

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Capsule CRM Overview

Capsule CRM is a top-class and user-friendly software designed to streamline customer relationship management for businesses of all sizes. With its intuitive interface, Capsule CRM helps teams organize contacts, track interactions, and manage sales pipelines efficiently. The platform's contact management feature centralizes customer data, providing a comprehensive view of each relationship. Users can set tasks, schedule appointments, and receive timely notifications, ensuring no important follow-ups are missed. Capsule CRM's sales tracking tools offer a clear overview of deals in progress, helping teams prioritize and close sales effectively. The software also supports collaborative efforts with shared team calendars and file attachments. Capsule CRM is a practical solution for small businesses to big brands, promoting effective communication, organized workflows, and improved customer relationships.

Contact Details

  • Zestia
  • 2009
  • United Kingdom
  • 11-50

Support

  • Email
  • Chat
  • Knowledge Base

Training

  • Webinar
  • Documentation

Licensing & Deployment

  • Proprietary
  • Cloud Hosted
  • Web-Based
  • iPhone
  • Android
  • Windows
  • Mac

Typical Customers

  • Self-Employed
  • Small-Business
  • Midsize-Business
  • Large-Enterprise-Business

Language Supported

English, Spanish

Industries

Financial Services, Non-profit Organization Management, Other Industries, Photography, Startups

Capsule CRM Features

  • Project Management
  • Data Import/Export
  • Scheduling
  • Quotes/Estimates
  • Activity Tracking
  • Document Management
  • Job Costing
  • Buyer Management
  • Warranty Tracking
  • Calendar Management
  • Collaboration Tools
  • Client Tracking
  • Contract/License Management
  • Task Management
  • Change Order Management
  • Communication Management
  • Contact Management
  • Project Tracking
  • Subcontractor Management
  • Sales Pipeline Management
  • Email Marketing
  • Bid Management
  • Lead Management
  • Procurement Management
  • Search/Filter
  • Pipeline Management
  • Social Media Integration
  • Data Import/Export
  • Prospecting Tools
  • Task Management
  • Customer Database
  • Campaign Management
  • Lead Nurturing
  • Segmentation
  • Email Management
  • CRM
  • Sales Forecasting
  • Contact Management
  • Calendar Management
  • Document Storage
  • Drag & Drop
  • Collaboration Tools
  • Lead Management
  • Sales Pipeline Management
  • Lead Distribution
  • Email Marketing
  • Opportunity Management
  • Data Synchronization
  • Interaction Tracking
  • Lead Capture
  • Customizable Templates
  • Sales Trend Analysis
  • Calendar Management
  • Lead Capture
  • Workflow Management
  • Interaction Tracking
  • Opportunity Management
  • Performance Metrics
  • Email Management
  • Pipeline Management
  • Calendar Sync
  • Email Marketing
  • Task Management
  • Forecasting
  • Campaign Management
  • Contact Management
  • Document Storage
  • Social Media Integration
  • Collaboration Tools
  • Sales Reports
  • Web-based Deployment
  • Lead Management
  • Internal Chat Integration
  • Lead Generation
  • Lead Qualification
  • Marketing Automation
  • Quotes/Estimates
  • Referral Tracking
  • Reporting/Analytics
  • Territory Management
  • Deal Management
  • Lead Nurturing
  • Role-Based Permissions
  • Lead Nurturing
  • Sales Reports
  • Social Media Integration
  • Monitoring
  • Pipeline Management
  • Template Management
  • Lead Qualification
  • Calendar Management
  • Sales Forecasting
  • Lead Distribution
  • Prospecting Tools
  • Task Management
  • Document Storage
  • Lead Segmentation
  • Reminders
  • Email Tracking
  • Interaction Tracking
  • CRM
  • Web Forms
  • Email Marketing
  • Lead Capture
  • Campaign Management
  • Contact Management
  • Workflow Management
  • Sales Trend Analysis
  • Source Tracking
  • Lead Generation
  • Opportunity Management
  • Lead Capture
  • Customer Support
  • Lead Nurturing
  • Activity Dashboard
  • Data Visualization
  • Brand Tracking
  • Contact Management
  • Customer Engagement
  • Social Media Monitoring
  • Social Promotion
  • Sales Pipeline Management
  • Email Marketing
  • Reporting/Analytics
  • Tagging
  • Communication Management
  • Audience Targeting
  • Marketing Automation
  • Calendar Management
  • Content Management
  • Sentiment Analysis
  • Task Management
  • Customer Database
  • Social Media Integration
  • Live Chat
  • Email Tracking
  • CRM
  • Customer Social Profiles
  • Collaboration Tools
  • Engagement Tracking
  • Expense Tracking
  • Forecasting
  • Template Management
  • Relationship Tracking
  • Interaction Tracking
  • Access Controls/Permissions
  • Activity Tracking
  • Client Management
  • Collaboration Tools
  • Sales Reports
  • Email Management
  • CRM
  • Search/Filter
  • Email Marketing
  • Task Management
  • Document Management
  • Lead Management
  • Calendar Management
  • Customer Database
  • Campaign Management
  • Marketing Automation
  • Activity Dashboard
  • Territory Management
  • Contact Management
  • Pipeline Management
  • Lead Capture
  • For Financial Institutions
  • Financial Management

Capsule CRM Pricing

Pricing Type

  • Per User

Preferred Currency

  • USD ($)

Free Trial

  • 14 Days

Free Version

  • Yes

Payment Frequency

  • Annual Subscription
  • Monthly Payment
Pricing Page  

Plans & Packages

Starter

$18 Per Month

Capsule CRM FAQ's

Yes, Capsule CRM offers a free version.

Yes, Capsule CRM offers a free trial.

No, Credit Card details are not required for the Capsule CRM trial.

Capsule CRM offers the following pricing plans & packages:

Starting Plan:

$18 Per Month

Capsule CRM supports the following payment frequencies:

  • Annual Subscription , Monthly Payment

Yes, Capsule CRM offers an API.

Capsule CRM offers support with the following options:

Email , Chat , Knowledge Base

Capsule CRM offers training with the following options:

Webinar , Documentation

Capsule CRM supports the following languages:

English , Spanish

Following are the typical users of the Capsule CRM:

Self-Employed , Small-Business , Midsize-Business , Large-Enterprise-Business

Capsule CRM supports the following deployment:

Cloud Hosted

Capsule CRM supports the following mobile devices:

Web-Based , iPhone , Android