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 Preis
Capsule bietet eine Gratisversion und eine kostenlose Testversion. Die kostenpflichtige Version von Capsule ist ab 18,00 $/Monat verfügbar.
Alternativen für Capsule
Capsule Erfahrungen
Funktionsbewertung
- Branche: Druck
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
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.
- Branche: Immobilien
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für 6-12 Monate genutzt
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Quelle der Bewertung
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! :-)
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.
- Branche: Non-Profit-Organisation Management
- Unternehmensgröße: 2–10 Mitarbeiter
- Weitere für 6-12 Monate genutzt
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Quelle der Bewertung
Not Ideal for a Charity CRM
I think it is a fine program that didn't suit the needs of a national charity.
Vorteile
I think you you were using this software for school or a business that required registration of sorts it might be ideal but the marketing features were not strong enough for us. We used the program for 1 year and then switch over that had a better UX, marketing integration and that automatically process tax receipts.
Nachteile
The UX wasn't great. It wasn't intuitive for our team.
Antwort von Zestia
Hi Taryn,
Chloe here from Capsule. Thanks for taking the time to review us, we really appreciate the feedback. While we do have a number of charities using Capsule we understand it isn't the right fit for everyone - we're happy you've found another solution that works for you!
- Branche: Professionelles Training & Coaching
- Unternehmensgröße: Selbstständig
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Simple and Functional
My needs for tracking client opportunities are simple and this CRM does everything I need of it. I mainly use it for recording my meetings and coaching sessions with my clients. This functionality is easy to use and it is easy to search clients later to see what was last talked about.
Vorteile
It is incredibly easy to set up, very simple to use and I like it's integration with Xero.
Nachteile
Sending email from the system get stored in dropbox, not ideal if you don't use dropbox
Gründe für den Wechsel zu Capsule
it was the easiest to use and the price point was great.Antwort von Zestia
Hi Dave,
Chloe from Capsule here. Thanks for your feedback - we're glad you like the integration with Xero. In terms of the Drop Box I have good news as the Capsule Drop Box is not the same as the file storage service Dropbox.com. The Capsule Drop Box is effectively an email address that you use to BCC or forward your emails to which in turn stores them against the relevant contact in your Capsule account. This is what non-google users use for storing emails. You can learn more about storing emails using the Capsule Mail Drop Box here: https://capsulecrm.com/support/setup-and-configuration/storing-emails/#understanding-the-mail-drop-box.
If they are finding that emails aren't being stored on their contacts as expected, could you please email [email protected] and we can investigate further.
- Branche: Versicherung
- Unternehmensgröße: Selbstständig
- Wöchentlich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Great Easy To Use Affordable CRM
I have been using Capsue since 2017 and to date I have had no issues with the software even it was updated.
Vorteile
Easy to use. Price. Date Stamp. Search by name, keyword or phone number. You can up load documents to a specific contact. You can separate contacts using tags. Notes easy to edit. Beginner friendly. Generous Free account. It has an app that syncs perfectly with the online account.
Nachteile
So far the online has everything I need. I have no complaints. The app could add search by phone number. It would help when a client calls I could search the phone number and address them by name if they are found in my CRM the same way I do when working from my lap top from home
Antwort von Zestia
Hi Sheron,
Chloe from Capsule here. Thanks for taking the time to write a review about Capsule. We're glad to hear you're finding Capsule easy to use and love its features. You might be happy to hear that you can search phone numbers in the app. You can find out more about that here: https://capsulecrm.com/support/mobile-apps/capsule-mobile-app/#how-to-use-contacts-in-the-mobile-app. Also, if you have an iPhone we do have CallerID in the app. The Caller ID feature will display your Contact's name so you'll never need to guess who is on the other end of the incoming call - you can find out more information about Caller ID here https://capsulecrm.com/support/mobile-apps/capsule-mobile-app/#caller-id. I hope that help you out.
