Capsule
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- Branche: Bildungsmanagement
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für 6-12 Monate genutzt
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Quelle der Bewertung
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A simple CRM that allowed us to hit the ground running
Overall I have been pleasantly surprised. I at first thought the system would be too underpowered for what we needed, but it has actually delivered on what we have needed and the simplicity of changing things has allowed us to easily experiment with our processes until we have things right. It has suited our small team very well - and I look forward to seeing how well it scales with us.
Vorteile
I like the simplicity of the system. It was very quick and easy both to setup (and make changes to) and then to use the system. It has been very easy to train new employees on. The system has some good power around workflows - which have helped us lock down our processes and helped new staff to follow them. It has a good integration with Xero which has saved us a lot of time and has just released an integration into a mail campaign tool (Transpond) which looks to be a nice added bonus.
Nachteile
The system doesn't have a document generation tool (so you need to generate invoices and quotes in a separate system). It also is comparatively underpowered in the reports you can generate (even when you upgrade to the higher tiers that have additional reporting functionality). You can export full data sets to CSV - so we have built what we needed in Excel, but it would be nice to have it saved as reports and visualisations in the system. There also isn't the flexibility around notifications that I am previously used to (and so we have had to adjust the workflows a little).
Antwort von Zestia
Hi Robert,
Chloe from Capsule here. Thanks for taking the time to write a detailed review - it really helps our team when we receive first-hand feedback. We're so happy to hear that Capsule is helping your business and saving you time in a variety of ways. We've also taken onboard your feedback regarding document generation, reports and notifications. If anything should change on any of those fronts - you'll be the first to know. Regardless, we're very happy that you've been surprised by Capsule and look forward to helping your business scale in the future.
- Branche: Architektur & Planung
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für 6-12 Monate genutzt
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Quelle der Bewertung
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Review
It has helped us stream line and keep great work flow.
Vorteile
What I like most is keeping notes and tracking all phone calls and customer interaction with ease to follow up.
Nachteile
Possibly a way to add photos to activity log.
Antwort von Zestia
Hi Angela,
Chloe from Capsule here. Thanks for taking the time to write a review. We really appreciate the feedback we receive. We're really glad that Capsule is helping you to keep track of customer interactions. As for adding photos to the activity log, you can attach files such as photos, pdfs etc. when you are logging the activity. Would this help you out? If you'd like any more help with this please contact our support team at [email protected] and we'd be happy to help you out.
- Branche: Informationstechnologie & -dienste
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für 6-12 Monate genutzt
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Quelle der Bewertung
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I use this daily as a CRM for my small business contacts, and love how quick and easy it is to...
Easy note taking which facilitates better interaction with my clients. I love the central location of all my info and that I can access it on my smart devices too.
Vorteile
I love how easy it is to complete just about any task imaginable. I make a LOT of notes for my customer accounts, and I love how each note can have any number of file attachments to them, but all the attachments for ALL the notes are also kept in a different area. Being able to integrate with my Google Apps account is a BIG plus, as is the ability to have emails I send instantly saved to customer records without me doing anything. Creating custom fields is also a breeze and makes my life a lot easier.
Nachteile
I really don't like the huge gap between a free account and a professional account. They need to increase storage limits AND create a plan between free and professional price points for smaller businesses. This is what really holds me back from doing more with this software, and keeps me in the market for different software constantly.
- Branche: E-Learning
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für 6-12 Monate genutzt
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Quelle der Bewertung
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A CRM for startups - everything you need and nothing you don’t
Vorteile
It is a highly customizable software CRM. Track every interaction with stakeholders using the web app, email plugins, and most importantly the iOS app! The app uses the cloud based client database as a sort of substitute for your phone’s address book, phone dialer, and portal to add client interactions. Best mobile app for a CRM platform!
Nachteile
It can be tricky linking interactions with multiple stakeholders.
Antwort von Zestia
Hi Chloe here from Capsule. Thanks for your review of Capsule and your support - we're really glad you like the mobile app. As for linking interactions with multiple stakeholders, if we can understand a little more about how you want interactions linked we may be able to offer some options or understand whether there are some ways we can amend Capsule. If you can write to us directly at [email protected] then our support team will be able to help you out.
- Branche: Gesundheit, Wellness & Fitness
- Unternehmensgröße: 2–10 Mitarbeiter
- Wöchentlich für 6-12 Monate genutzt
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Quelle der Bewertung
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Thoughts and opinions on Capsule CRM
The Free CRM segment of this market is flooded with products which promise a lot but deliver very little - then attempt to extort money for what was billed as a free service. Capsule's most redeeming feature is that it works and it really is free to use - integrity like this is a BIG plus for a business like ours.
Vorteile
I like the fact that it's very easy to set up. Adding new contacts and their respective organizations is swift and seamless. What I like most about Capsule is that it is a proper CRM system which is made available to small businesses free of charge - when we've grown enough to warrant spending money on CRM - Capsule has already crossed the finishing line.
Nachteile
There are some GUI flaws which make navigation a little difficult, but these are merely tweaks to what is a robust and simple-to-use system.
Antwort von Zestia
Hi David,
Chloe from Capsule here. We're really pleased to hear that you're enjoying using Capsule and that it's helpful for your business.
- Branche: Computer-Software
- Unternehmensgröße: 11–50 Mitarbeiter
- Wöchentlich für 6-12 Monate genutzt
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Quelle der Bewertung
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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: Informationstechnologie & -dienste
- Unternehmensgröße: 2–10 Mitarbeiter
- Wöchentlich für 6-12 Monate genutzt
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Quelle der Bewertung
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Simple and smart CRM solution for startups!
Vorteile
The interface is simple but modern and intuitive. The bundled mobile app is convenient on the go. Integration with Xero and Google suite is just perfect. It syncs with Google contacts, Gmail integration feels like it's built-in, no need to install and maintain pesky Chrome extensions! There's also Google tasks integration that we plan to explore. With Xero, we can sync customer information and manage it solely in Capsule. Invoices and overdue payments can also be seen in one place inside Capsule.
Nachteile
As a startup who explores and experiments with business processes a lot, changing requirements also needs fast solutions. Capsule integration with third-party apps is really good but not perfect. Capsule lets you use their app however you please and does not suggest best practices out of the box. This freedom can sometimes lead to a lot of research, analysis paralysis, and being stuck. We reached that point but customer support was so awesome that they went out of their way to walk us through the most viable solution available.
- Branche: Immobilien
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für 6-12 Monate genutzt
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Quelle der Bewertung
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Simple, straightforward, and powerful. Great for small teams
The clean user interface and calendar tools / follow-up task management features are great to get things organized and your business focused on driving sales.
Vorteile
It's intuitive so getting your team on it and started won't be difficult, even if they're not tech savvy. The layout is clean and straightforward too - helps keep the focus on selling (your initial contact with prospects and the required follow up). Priced fairly too.
Nachteile
If you have a big team, you can probably find other alternatives for what it will end up costing you. The general features are great but once you move into more of the advanced stuff, it can be a headache - those who aren't tech savvy will struggle.
- Branche: Unternehmensberatung
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für 6-12 Monate genutzt
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Quelle der Bewertung
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Simple But Functional
Overall, Capsule was in my top 3 CRMs for small businesses.
Vorteile
Capsule has a really nice UI. There is no clutter.
Capsule has auto-save which prevents you from leaving a window before you 'save'. Critical for me.
Has a 'case' module which is usually found in more expensive software.
Nachteile
Capsule is a perhaps a little bit 'too simple'. You may soon outgrow it.
Does not have auto-followup which would pop up after a task completion.
- Branche: Informationstechnologie & -dienste
- Unternehmensgröße: 2–10 Mitarbeiter
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Quelle der Bewertung
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- Branche: Unternehmensberatung
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Quelle der Bewertung
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Purchased this as a tool for my company
Vorteile
My Client Managers were really struggling with the ability to get their work done quickly and efficiently; collaboration was a real issue as well.
Excel spreadsheets, though useful, had outlived their utility.
Nachteile
The full functionality of other CRMs isn't present, but we don't really need it right now.
- Branche: Marketing & Werbung
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Quelle der Bewertung
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Easy to learn product and terrific responses to questions
Vorteile
I have administrator rights for the software. I find it extremely easy to use. Teaching other s the basics has been very positive too.
Nachteile
The only issue I have is with individuals being able to view other people's contacts etc. I would like the ability to have more options with regards to settings.
- Branche: Computer-Vernetzung
- Unternehmensgröße: 51–200 Mitarbeiter
- Weitere für 6-12 Monate genutzt
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LOVE it!!
Vorteile
I like this software on how it organizes the email and sale everything for me so I don't have to go looking for the things that is needed for sales. It helps with staying on track with the customers
Nachteile
the only thing that is least liked is the calendar but other then that everything is good.
