Información general sobre Capsule
¿Qué es Capsule?
Con la cápsula puedes gestionar todas las relaciones, no solo la de los clientes: contactos de gestión, clientes potenciales, proveedores y mucho más.
Puedes gestionar los canales de ventas: hacer un seguimiento de ofrecimientos, ofertas, propuestas y otras oportunidades. Puedes ver todo en el panel de ventas.
Se pueden organizar los correos electrónicos: conectar fácilmente los correos electrónicos a Capsule cuando envías o recibes correos electrónicos de tus contactos.
Se puede tener un historial completo en un solo lugar: adjuntar notas, conversaciones, documentos y archivos directamente en el historial de un contacto, de manera que esté fácilmente disponible.
Puedes asegurarte de que las cosas se hagan: crear tareas y compartir con los compañeros de trabajo. No te pierdas el plazo de la propuesta o la llamada del cliente.
Puedes hacer que se adapte a tu negocio: personaliza Capsule agregando los campos de datos que necesitas. Márcalo con tus colores y logotipo.
Información general sobre Capsule
Precio
Opciones de precios
Funciones de Capsule
Medios
Opiniones de Capsule
Opiniones de Capsule
Best CRM I've ever used
Peace of mind for my business
Capsule Review
Founder
Very happy
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.
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
Compara con las alternativas según la valoración global
Compara las alternativas
Best CRM I've ever used
Puntos a favor
Visual presentation of the data, ease of access, monthly subscription, data capture, project tracking, email link capability, mobile access.
Puntos en contra
The CRM had no functions that I disliked
Respuesta de Zestia
Hi Peter,
Chloe here from Capsule. Thanks for taking the time out to write a review about Capsule - we're really glad it's helping your business!
Capsule Review
Puntos a favor
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.
Puntos en contra
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! :-)
Respuesta de 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.
Founder
Very happy
Puntos a favor
Tasks, Mobile friendly, team management
Puntos en contra
I like it all, easy to use it. Mobile friendly
Respuesta de Zestia
Hi Samuel,
Chloe from Capsule here. Thanks for taking the time to write a review. We really appreciate that. It's great to see that you're finding Capsule helps with team management and that it's mobile-friendly too.
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.
Puntos a favor
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.
Puntos en contra
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.
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
Puntos a favor
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
Puntos en contra
Actually we love it, so we dont really have anything negative to say
Respuesta de Zestia
Hi Peter,
Chloe from Capsule here. Thanks for reviewing us! We're so happy to hear that Capsule has worked out for you!
Compara con las alternativas según las recomendaciones de los usuarios
Compara las alternativas
Precios de Capsule
Precios de Capsule
Compara las alternativas según la relación calidad-precio
Compara las alternativas
Funciones de Capsule
Funciones de Capsule
Compara con las alternativas según la valoración de características
Compara las alternativas
Categorías
Categorías
Preguntas frecuentes sobre Capsule
Preguntas frecuentes sobre Capsule
He aquí algunas preguntas frecuentes sobre Capsule.
P. ¿Qué tipo de planes de precios ofrece Capsule?
Capsule ofrece los siguientes planes de precios:
A partir de: USD 18.00/mes
Modelo de precios: Gratis, Suscripción
Prueba gratis: Disponible
P. ¿Cuáles son las características principales de Capsule?
No tenemos información sobre las características de Capsule
P. ¿Quiénes son los usuarios habituales de Capsule?
Los clientes habituales de Capsule son:
Empresas pequeñas, Empresas Grandes, Sin ánimo de lucro, Trabajadores autónomos, Empresas medianas
P. ¿Qué idiomas admite Capsule?
Capsule admite los siguientes idiomas:
Inglés
P. ¿Capsule es compatible con dispositivos móviles?
Capsule admite los siguientes dispositivos:
Android, iPhone
P. ¿Con qué otras aplicaciones se integra Capsule?
Capsule se integra con las siguientes aplicaciones:
ActiveCampaign, Bitium, ClickDesk, Email It, FreeAgent, Freshdesk, GetResponse, Help Scout, Xero, Zendesk
P. ¿Qué tipo de asistencia ofrece Capsule?
Capsule ofrece las siguientes opciones de asistencia:
Base de conocimientos, Asistencia en línea, Preguntas frecuentes
Peace of mind for my business