“Capsule does an amazing job of putting so much functionality into such an inexpensive, simple and easy-to-use relationship management tool.” CRM Software you can use anywhere Capsule is CRM software you don't need to install. There's no need to download or buy a disk, simply make an account and login. This will give you access to all our features. CRM software is no longer tied to licenses per machine but available from the cloud wherever you are. There are many benefits to using Capsule CRM: 1. Use on any computer. 2. Automatic updates. 3. One location for all your customer data for you and your team. 4. Your data is always backed up. 5. Great customer support (don't just take our word for it!). 6. No contract lock in, cancel anytime. 7. Mobile app for on the move, works offline. Capsule CRM is used happily by thousands of businesses every day. Join them and signup for a free account or pro trial. Finally, all of your contact management in one place Giving you a bird's-eye view of everything you know about the people, companies and organizations that you do business with. The smart, simple online CRM Build stronger customer relationships, make more sales and save time. ● Contact Management Software Goodbye spreadsheets, hello organization Save your sales and marketing teams having to sift through emails or manage data via spreadsheets. With Capsule, you have a home to manage all your contacts and their key information. You'll even be able to see the whole history of your customer interactions - including email, calls, files, notes and more. Bring your contacts with you Capsule will do the hard work for you by importing your existing contact data. Capsule supports the following: ● Outlook ● CSV ● Google Contacts ● Spreadsheet ● vCard Quickly find key information about your contacts With quick search, you are never far away from your contacts. Text, email and field matching allows you to find any person or organization when you need them most. Full text search allows you to quickly find any text within all your notes and emails. Additional contact management features Add custom lists - Manage contacts in lists by filtering using your own or using a custom field you have added. Attach documents - Attach agreements, quotes, proposals and any other files you need. Share with co-workers - Share contacts with co-workers ensuring you all have a single up-to-date view of them. DataTags - Organize information by grouping several custom fields together. Mail drop box - Forward emails to an email address unique to your account - a convenient way to store email messages. Expand with custom fields - Record the information you need about each contact. Custom fields allow you to store almost anything important to you and your business. ● Minimize Data Entry Capsule will keep everything in sync Keep your Capsule contacts in sync in real time with your favorite apps to see their latest tweet, invoice amounts, if they're on your mailing list for marketing campaigns, or how many open support tickets they have. ● Track Opportunities Keep track of every sales opportunity Use opportunities to track potential sales with a customer and set the value and milestone to keep track and gather reports on your business deals. Capsule helps you forecast your sales pipeline value based on probability and total opportunity value. Get a summary of all sales opportunities including potential values, where they are in the pipeline and what needs to be done next. ● Visual Sales Pipeline See the bigger picture with our visual pipeline Manage all your open sales opportunities on one page and easily see how your business is doing. ● Track sales as they progress through your sales process ● Easily manage opportunities with our drag and drop interface Multiple Sales Pipelines - Tailor your sales cycle Build multiple pipelines that represent different products, services and markets - giving you and your sales team a more accurate picture of your sales process - helping you to better forecast sales and close more deals. ● Better plan and manage sales activities ● Report more accurately ● More easily view and track sales opportunities View your sales pipeline in a way that makes sense View vital statistics about your sales pipeline, future sales projections and summaries all on one clear dashboard. ● View the conversion performance over the past year ● See where opportunities are in your pipeline ● See which tags are most commonly applied to an opportunity ● View the value of opportunities in your pipeline Trusted by thousands of businesses worldwide PC Mag Capsule CRM Review Capsule CRM differentiates itself from a growing SMB market by adding innovation around analytics and collaboration PROS Reminds businesses to reach out to contacts they haven't talked to in a while Outstanding note-taking and sharing functions A plethora of integrations with most-used SMB tools Capsule CRM is a new and innovative customer relationship management solution that's designed to be simple to use yet still powerful enough to grow as your business expands. Starting at $18 per user per month for the Professional tier, it's created to cater to the needs of smaller teams while focusing on increasing organization, efficiency, and improving sales. We are seeing this trend to feature expansion in several CRM competitors, like Insightly CRM and Less Annoying CRM, Capsule CRM integrates a wide range of functionality that's aimed at solving small to midsize businesses (SMB) customer contact and management challenges. Midsized businesses or small enterprises might do better to consider Sales Creatio or Zoho CRM, which have more extensive capabilities such as analytics and marketing automation. Capsule CRM features extensive contact management, tasks and calendar functionality, a sales pipeline tracker, as well as ample reports to beef up data-driven decision making. Similar to Insightly CRM, Capsule CRM provides a range of customization features to suit an SMB's requirements. It also has mobile apps for Android and iOS users to access some of the functionality of the website. Capsule understands that not all businesses work the same way and that there is a wide range of products that can be integrated to work together. Capsule supports integrations, the most notable being QuickBooks which when connected, can siphon contacts from the accounting solution. Capsule CRM also offers similar integrations with Freshbooks, Cash Flow, Xero, Sage, and Free Agent. Pricing and Setup - Capsule CRM is free for up to two users, which gives them access to the simple version of the service with up to 250 contacts. The Professional Tier costs $18 per user per month and is geared towards small teams and should suit the requirements of most startups and SMB CRM needs. Included in the Professional Tier are 50,000 Contacts and 10GB per user, unlimited Cases, Tracks, Custom Fields, and Sales Opportunities. Also included are premium integrations including: G Suite, Xero, MailChimp, Wufoo and more. Users will have access to an iOS/Android mobile app and Activity and sales reporting. The Teams tier costs $36 per user per month and is aimed at growth stage businesses that need to manage teams, apply deeper data segmentation, as well as track the performance of teams. Teams subscribers get everything in the Professional plan, 100,000 Contacts and 20GB per user, advanced sales reporting, user roles and restrictions, custom activity types, and custom Google Data Studio Reports. Capsule CRM fall in the mid-range for CRM solutions and is priced above Less Annoying CRM and Insightly CRM. Capsule CRM's design is refreshingly minimalist. Once you log in, you see six modest icons for Dashboard, People & Organizations, Calendar and Tasks, Sales Pipelines, Cases, and Reports. A universal search box is front and center while a quick Add (+) button enables you to add a new Person, Organization, Opportunity and Case as well as Import Contacts. Next to that is your account name where you can access your preferences and account settings as well as hit up the Getting Started portal, which contains helpful video walkthroughs of how to manage contacts, configure Capsule, Calendar and tasks, Sales Pipeline, Emails and Activity, Integrations, and the support portal. People and Organizations Capsule CRM's minimalist approach leverages the efficiency you can find from mobile or web-based apps intending to leverage that style of software's versatility and ease of use. The main Dashboard page highlights Your Tasks and Latest Updates. Configuring Capsule CRM for Collaboration One advantage we found in Capsule was its wide range of configuration. These make it possible to shape the user experience in various ways. Adding users to a Capsule CRM account can enable collaboration between teams and departments while helping promote organization. For those familiar with tools like Trello or Asana, which serve to integrate group communications and calendars as well as help keep accountability for tasks and projects, Capsule CRM has a lightweight version of this functionality. Clicking on the People and Organizations level makes it possible to see the most recent communications, even if you're not part of the email thread or the call. This helps forge stronger relationships with contacts and also makes sure that team members don't repeat topics that have already been discussed with a contact. The addition of team members to Capsule CRM makes it easy to collaborate on the customer journey. It also makes it possible to get an at-a-glance view of the current customer situation and for new members or manager to jump-in and get an overview of what has been done. A contact history gives context to collaboration. When dealing with a company, you get an organized account of notes and activities added on all the people in this company. This includes notes from phone calls, details from meetings, as well as email communications. All of this peripheral information is critical to getting an overview of a situation and saves a lot of time for businesses and their customers. Capsule CRM has enabled universal search across all these notes. Also convenient is the built-in task manager that hold a list of to-do items including setting up calls and meetings, sending invoices, and other key follow-up tasks. When inviting a new user to an account, it is possible to decide the level of access a user will have to different features and functions. This is helpful when you or your customer wants to control who has the ability to export critical data or when dealing with temporary team members or freelancers who don't need to have access to sensitive data. Setting up a new user is finalized when that user receives an email with the appropriate link for them to create their own passwords. A Wealth of Integration Options As with many of its software-as-a-service (SaaS) competitors, Capsule places heavy emphasis on integration. The ability to play nicely with other software and tools is considered an important factor for customer selection. Capsule CRM has an impressive list of integration options including contact management with Google Contacts and PieSync, Contracts and proposals through NiftyQuoter, WebMerge, Quotient, Better Proposals, TinyBuild and Signable. For those with email marketing campaigns Capsule integrates with MailChimp, Mad Mimi, and MPZ Mail. Capsule CRM can also be play nice with Zendesk, Help Scout, Enchant, and Support Bee. More extensive integration options are available through Zapier, Microsoft Flow, Flow XO, Cyclr, Integromat, Automatie.io, Zoho Flow, Flow.ly and LeadsBridge. Capsule CRM is designed from the ground up to integrate with many other applications that fit nicely within the SMB space. Anchored in the ability to easily add contacts from other applications, Capsule CRM works well as an addition to an SMB' existing toolkit or as the foundation for a small business software and services solutions stack. Support Website is Intuitive but Lacks Chat Option Placing a powerful and versatile tool in the hands of SMBs will not be effective without an intuitive user interface and great support. Capsule CRM has deep functionality that's neatly tucked away in a spartan and minimalist interface. While some users will take to this system easily, some SMBs might struggle to familiarize themselves with all the features. The good news is that Capsule CRM has an extensive and intuitive user support portal that has a variety of how-to articles that can walk users through various tasks. The support page is quite deep and covers the basic functions as well as some of the more arcane but necessary tasks (i.e. managing multiple sales pipelines). The support website is well documented and easy to navigate. For instances that customers will need guidance from a person, there's a mail form which also lists other options such as Popular Articles and a link to the support portal. Capsule CRM's support site is a great example of a solutions portal that will appeal to smaller SMBs and CRM managers who are natural problem solvers. Email support is great and expected at this price range, but I would have liked to see a real-time chat option or a more expedient way to reach a human. Competing products like Insightly CRM and Zoho CRM have a chat support on tap even if it costs extra. We're seeing various Software-as-a-Service solutions go the extra-mile in onboarding new customers and this is a convenience that SMBs are starting to look for. Capsule CRM's key strength is how it saves users time by integrating with more established accounting services like QuickBooks, Xero, and Freshbooks. Integrations with these solutions makes it possible to funnel contacts directly into the CRM, saving a lot of manual input. SMBs can the focus their efforts on their marketing, estimating and invoicing tasks. With the proper permissions, QuickBooks users can create quick invoices right from Capsule CRM. Integrations are the strong suit of Capsule CRM. Being a newer solution, it is built to work well with the most popular software solutions. Capsule CRM stands out as an elegant and clutter free CRM solution that's priced right for SMBs. Its openness to integration as well as its outstanding self-help support website are designed to kickstart businesses' marketing and CRM operations and work towards sales. THE BOTTOM LINE Capsule CRM tries to differentiate itself from a growing SMB market by adding innovation around analytics and collaboration, which combine to help ensure team members are on the same page.