Capsule CRM Review And Best Alternatives
Capsule CRM is a user-friendly and flexible web-based CRM solution convenient for small and growing businesses. This tool empowers you to efficiently manage your business relationship, sales opportunities, tasks, and communications. Capsule aids in tracking and organizing important data, including contacts, sales pipeline, bids, deals, proposals, and more. It also offers the capability to handle emails, notes, and documents. Also, you can share tasks, assign them to team members, and closely monitor deadlines and milestones. The system is highly customizable, and it’s available on both mobile platforms, ensuring accessibility on smartphones and tablets. Since it’s web-based, users always operate with the latest version without the need for software installation.
Highlights
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- Build stronger customer relationships, increase sales and save time.
Capsule CRM Features:
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Centralized Customer Data
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All customer interactions, communications, notes, and documents are stored in one centralized location. This centralization enhances data accessibility and ensures that relevant information is readily available to all team members, promoting collaboration and efficient customer management.
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Integration
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The CRM integrates smoothly with various third-party applications, such as email services, marketing automation tools, and accounting software. (FreeAgent, Transpond, Mailchimp, and all Google and Microsoft applications like Gmail, Outlook, and Zapier, and more. )
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Sales Pipeline Management
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Capsule CRM features intuitive sales pipeline management, allowing businesses to track leads, manage opportunities, and monitor the progress of deals. This functionality aids sales teams in prioritizing leads, identifying bottlenecks, and optimizing their sales processes.
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Task and Calendar Management
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These features that help users stay organized and on top of their schedules. Businesses can set reminders, create tasks, and schedule follow-ups to ensure timely and effective customer engagement.
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Enhanced Relationship Building
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Capsule CRM enables businesses to build strong and personalized relationships. The 360-degree view helps teams understand customer preferences and needs better, leading to improved communication and customer satisfaction.
Capsule CRM Pros & Cons:
Pros:
- user-friendly interface
- Desktop integration
- Customization
- Free plan
- Free trial. No card required.
- Excellent customer Support
Cons:
- No integration with Microsoft Office 365
- Limited to uploading one document at a time.
- No bulk mailouts
Reviews
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