Über Capsule

Capsule von Zestia ist eine cloudbasierte CRM-Anwendung, mit der kleine und mittlere Unternehmen die Personen und Organisationen, mit denen sie Geschäfte tätigen, zusammen mit ihren Interaktionen und Chancen in der Vertriebspipeline verfolgen können. Capsule bietet auch ein Ticket-Management-Modul, mit dem Mitarbeitende Kundenbetreuungsanfragen lösen können. Aufgaben und Benachrichtigungen, die Kontakten, Geschäften und Fällen zugeordnet sind, helfen Nutzern zu verstehen, was wann getan werden muss.

Capsule bietet viele Anpassungsoptionen, um das System auf die Bedürfnisse verschiedener Unternehmen zuzuschneiden, einschließlich nutzerdefinierter Felder, Tags und Branding-Optionen. Darüber hinaus können Nutzer Verkaufsprozesse mit konfigurierbaren Meilensteinen für jede Phase der Pipeline definieren. Jeder Meilenstein ist mit einem Erfolgskriterium verknüpft, mit dem Umsatzprognosen generiert werden.

Capsule unterstützt die Integration in eine Reihe führender Small-Business-Lösungen für Kundenbetreuung, E-Mail-Marketing, Dokumentenmanagement und Buchhaltung. Die Lösung ist auf Abonnementbasis pro Nutzer und Monat erhältlich.

Capsule Software - 1
Capsule Software - 2
Capsule Software - 3
Capsule Software - 4
Capsule Software - 5
Capsule Software - 6
Capsule Software - 1 - Vorschau
Capsule Software - 2 - Vorschau
Capsule Software - 3 - Vorschau
Capsule Software - 4 - Vorschau
Capsule Software - 5 - Vorschau
Capsule Software - 6 - Vorschau

Capsule Preis

Capsule bietet eine Gratisversion und eine kostenlose Testversion. Die kostenpflichtige Version von Capsule ist ab 18,00 $/Monat verfügbar.

Startpreis:
Kostenlose Version:
Ja
Kostenlose Testversion:
Ja

Alternativen für Capsule

OnePageCRM

OnePageCRM ist eine cloudbasierte CRM-Lösung (Customer Relationship Management), mit der kleine und mittlere Unternehmen... Mehr erfahren

HubSpot CRM

Mit seiner cloudbasierten CRM-Plattform hilft HubSpot CRM Unternehmen jeder Größe, Leads zu verfolgen und zu pflegen... Mehr erfahren

Acuity Scheduling

Acuity Scheduling ist eine cloudbasierte Softwarelösung für die Terminplanung, mit der Unternehmer ihre Termine online... Mehr erfahren
Highrise ist eine CRM-Lösung für kleine Unternehmen mit Kontakt- und Aufgabenmanagementfunktionen. Die Software... Mehr erfahren
EIN CRM, DAS IHREN ARBEITSTAG ERLEICHTERT SugarCRM für starke Kundenbeziehungen, am besten für B2B-Unternehmen mit 50... Mehr erfahren

monday.com

Die herausragende Kollaborations- und Projektmanagementplattform monday.com hilft Teams bei der gemeinsamen effizienten... Mehr erfahren

Capsule Erfahrungen

Funktionsbewertung

Preis-Leistungs-Verhältnis
4,6
Funktionalität
4,3
Bedienkomfort
4,6
Kundenbetreuung
4,5
5 von 152 Bewertungen Alle Bewertungen anzeigen
Jeff
  • Branche: Druck
  • Unternehmensgröße: 2-10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionen
4
Bedienkomfort
5
Kundenbetreuung
0

5
Bewertet am 21.7.2022

One of the applications I run my business on

This is one of three applications that I am in daily. I couldn’t have grown my business without it.

Vorteile

I like how you can have separate contacts, organizations, and opportunities but that you can connect them all. Unlike some contact management tools, this gives you a ton of flexibility in tracking interactions and todos.

Nachteile

I wish there were a way to attach the same individual to multiple organizations. There is a workaround by embedding a URL in the info for each entity, but it would be nice to be able to see an individual and separate out the different communications based on the organization they are involved with.

Antwort von Zestia

Hi there Jeff,

Chloe from Capsule here. Thanks for taking the time to write a review - we really appreciate it. We're so glad to hear Capsule gives you the flexibility you need to track tasks and interactions. We're sorry we don't have better news on attaching the same individual to multiple organisations but we're happy to hear that it's helped you grow your business anyway.

Beantwortet am 9.8.2022
Jesse
  • Branche: Onlinemedien
  • Unternehmensgröße: Selbstständig
  • Täglich für 6-12 Monate genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
4
Funktionen
5
Bedienkomfort
5
Kundenbetreuung
0

5
Bewertet am 16.12.2021

Capsule is simple to use and just the right number of features

I've been using Capsule for several months and I am very happy. Occasionally I try other apps just to see, but none of them are as easy to use. Capsule feels like a gem of a CRM in a field crowded with lots of apps. If you need reminders of who to follow up with and when, Capsule does that really well—and can grow with you as you grow. Next year I'll likely need to upgrade from the free level, and I'll gladly do so.

Vorteile

As a service provider I have a lot of contacts to track. I tried several CRMs (Hubspot, Monday, etc) but none were as simple to use as Capsule. I had basic needs: track new contacts and set reminders to follow up. While other apps had those features alongside dozens of other tools, Capsule made it very easy to start tracking and reminding right away. And that's on a free level!

The Gmail extension works really well and makes adding tasks quick and easy.

Nachteile

If I was nitpicky, I'd say maybe a more modern design. But it's not strictly utilitarian, and it's simplicity makes it easy to do what I need.

In Betracht gezogene Alternativen

Pipedrive, Sendinblue, monday.com und HubSpot CRM

Gründe für den Wechsel zu Capsule

Other CRMs were pretty complicated for what I needed. I first tried Hubspot, but I was lost in all the features. All I needed to do was set reminders to follow up with people. While the other CRMs do that, it felt like I had to swim through a dozen other features to get there. I was able to start using Capsule immediately and knew exactly what to do. And with the Gmail extension, it's even simpler.

Antwort von Zestia

Hi Jesse,

Chloe here from Capsule. Thanks for taking the time to write a review - that's really going to help other people considering Capsule. We're happy to hear that you're finding Capsule so easy to use, especially compared to alternatives you considered and that it's helping you to do what you need to.

Beantwortet am 11.1.2022
Verifizierter Rezensent
  • Branche: Computer-Software
  • Unternehmensgröße: 11-50 Mitarbeiter
  • Täglich für 6-12 Monate genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
0
Funktionen
3
Bedienkomfort
3
Kundenbetreuung
0

3
Bewertet am 7.9.2018

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.

Peter
  • Branche: Informationstechnologie & -dienste
  • Unternehmensgröße: 2-10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionen
5
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 20.11.2020

wonderful Software for every business

The software is simple to use, it has a wide range of tools that you can use. However, the great thing you dont have to use all the features and they are hidden away, so they dont affect your everyday usage. Incredibly for this type of software and all the tools you can access, it is incredibly affordable for personal, small business or large companies. We really love the product

Vorteile

We have used this software for over five years. We used to use act and were reluctant to move to another provider. We moved because we could use the software on all forms of devices, anywhere in the world. The other great feature is that it is so simple to use, you hardly need any training at all

Nachteile

Actually we love it, so we dont really have anything negative to say

Antwort von Zestia

Hi Peter,

Chloe from Capsule here. Thanks for reviewing us! We're so happy to hear that Capsule has worked out for you!

Beantwortet am 24.11.2020
REBECCA
  • Branche: Immobilien
  • Unternehmensgröße: 2-10 Mitarbeiter
  • Täglich für 6-12 Monate genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionen
5
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 24.9.2020

Capsule Review

Vorteile

Very easy to set up
Easy and intuitive to use
It is flexible enough so that it can be moulded around a requirement or purpose, even if that function isn't immediately obvious.
The support staff are great at coming up with solutions and work arounds
Support staff are very quick to respond.
The close links with Mailchimp and Zapier are great and really easy to merge different systems.

Nachteile

You can't 'drag and drop' documents from the system to emails.
There's no 'pre-opportunity' stage - i.e. no way of registering an interest in a product (linking a client and product or organisation) without it being a formal 'opportunity' - there needs to be a 'pre-opportunity' facility to ease admin in the system.
There's no way of retaining a record of a meeting in the calendar.
There's no one to stand behind my husband and remind him to record notes in the system! :-)

In Betracht gezogene Alternativen

Zoho CRM und HubSpot CRM

Gründe für den Wechsel zu Capsule

it worked better for our requirements, customer support was personal and significantly better and the price was better.

Antwort von Zestia

Hi Rebecca,

Chloe from Capsule here. Thanks for your review - I'll be sure to pass on your feedback to our team. As for the pre-opportunity problem, you could use a Case for that and then you can link that case to an Opportunity if it does move into the pipeline. That way you can have a clear record of it, but it isn't impacting conversion rates or anything like that. You can read more about Cases here:
https://capsulecrm.com/support/projects-and-events/understanding-cases/. While you can't see your past tasks in the Calendar, you can go to the task list view and filter for completed tasks. Here you'll be able to see a list of everything that's been completed. While we can't put someone behind your husband and nudge him - you could set up a task for a certain time each day that recurs every week (5 recurring tasks), basically just as a prod to remind him to add notes? I hope that gives you some tips and if you need any extra support you can always reach out to us.

Beantwortet am 16.10.2020

Ähnliche Kategorien