Capsule
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- Branche: Computer-Software
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für 6-12 Monate genutzt
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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.
Vorteile
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.
Nachteile
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.
- Branche: Computer-Software
- Unternehmensgröße: 11–50 Mitarbeiter
- Wöchentlich für 6-12 Monate genutzt
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Capsule valuation
Vorteile
gestão de leads e integração com Google email
Nachteile
integração com o cliente, bem como probabilidade média de fecho de leads
Antwort von Zestia
Hi there,
Chloe here from Capsule,
Thanks for writing a review, we really appreciate that. It looks like you might want more help with getting started or diving deeper into Capsule's features, our support docs (https://capsulecrm.com/support/) and videos (https://capsulecrm.com/resources/) might be able to help you there. You also mentioned about the avg. probability of closing leads. Are you looking for lead scoring? If you could email our support team at [email protected] and explain a bit more about what you're looking for, we'll be able to help you out.
- Branche: Computer-Software
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für 6-12 Monate genutzt
-
Quelle der Bewertung
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Its good but it can be un-intuitive sometimes
Capsule is the CRM system where I work. It is good, but it is frustrating and could be a lot better. It could be we need to spend more time configuring it, but we have problems of deciding what is a case an opportunity or a lead. It does integrate with a lot of other software we use, so the only reason the company stick with it. Functions like retrieving entries image from LinkedIn never work. If you like the colour orange then capsule is for you, and if you don't, get a different CRM system.
Vorteile
Integrates with many other applications.
Easy to use API
Nachteile
Bit of an eyesore design
unintuitive
- Branche: Computer-Software
- Unternehmensgröße: 51–200 Mitarbeiter
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