Capsule
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- Branche: Finanzdienstleistungen
- Unternehmensgröße: 51–200 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
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Effective Sales tracking
Effective sales tracking for acquisitions team, ease of navigation. Lacks some sophistication. I
Vorteile
Appearance, ease of navigation, tagging facility .
Nachteile
Does not translate to wider needs of business , clunky group communications.
- Branche: Finanzdienstleistungen
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für 6-12 Monate genutzt
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Quelle der Bewertung
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Easy to Use For SME's
I like it very much. Its user friendly and easy to setup. Customer service is first class. Just get some good canned reports set up and it will be great.
Vorteile
Its ease of use and setup. We were able to setup three users in very little time and get the results that we required. Importing data was easy and setting up custom fields and tags was no problem.
Nachteile
Reporting could use some depth. For example it would be useful to see customers contacted on a daily, weekly and monthly basis. A section with pre set but customisable reports would be nice
Antwort von Zestia
Thanks for taking the time to review us Nasr. It's great that you found Capsule so easy to get started with. With regards to the depth of reporting, my colleague Jade from the customer support team has been in touch to help you out with this.
- Branche: Finanzdienstleistungen
- Unternehmensgröße: Selbstständig
- Wöchentlich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
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Capsule saves me a tonne of time in CRM
Easy to segment client list
Vorteile
Tracks for tasks and projects ensure I'll never miss taking an important action for business
Nachteile
Small file size upload limit for the free plan
Antwort von Zestia
Hi Wei Lian, Chloe here from Capsule. Thanks for taking the time to write a review. It's great to hear how the Tracks functionality is helping you to keep on top of projects and tasks!
- Branche: Finanzdienstleistungen
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für 1-5 Monate genutzt
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Quelle der Bewertung
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Easy to set up, customise and use
We moved from managing our pipeline and contacts on a spreadsheet to loading everything onto Capsule is a few hours. We then enabled the Xero integration which was very easy to do.
It is now much easier to manage our customers and pipeline, load and monitor our activity and to report on progress.
Vorteile
Easy to set up, and to customise to our own processes and terminology. Easy and intuitive to use. Great integration with Xero
Nachteile
Nothing but it seems you have to put 40 characters in this box
Antwort von Zestia
Hi Charles, Chloe here from Capsule. Thanks for taking the time to leave a review. It's great to hear that you found Capsule easy to set up and customize and that it's helping you to manage your customers more efficiently.
- Branche: Finanzdienstleistungen
- Unternehmensgröße: 51–200 Mitarbeiter
- Täglich für 1-5 Monate genutzt
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Quelle der Bewertung
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Great CRM
Great
Vorteile
Easy to use CRM, one of the best I worked with. - I am Global Head of Investor Relations, and I definitely need a well working CRM.
Nachteile
N/A - Have not found a drawback yet ....
Antwort von Zestia
Hi Yelena,
Thanks for taking the time to write a review - we really appreciate that. We love hearing that Capsule is easy to use as that's exactly how we've designed it!
- Branche: Finanzdienstleistungen
- Unternehmensgröße: 2–10 Mitarbeiter
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Quelle der Bewertung
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- Branche: Finanzdienstleistungen
- Unternehmensgröße: 1.001–5.000 Mitarbeiter
- Wöchentlich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
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A great lightweight CRM
I've really enjoyed using Capsule CRM as an inexpensive, efficient way to monitor my interactions with my top prospects.
Vorteile
- Mobile app
- Ease of use
- Ability to print (I know, old school, but I enjoy being able to print off a list of prospects and dial them)
- Tags/categorizations so I can sort different types of leads, prospects, and clients.
Nachteile
At times, difficult to integrate with texting/calling. Would like to do that more seamlessly from the app
