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

Capsule Preis

Capsule bietet eine Gratisversion und eine kostenlose Testversion. Die kostenpflichtige Version von Capsule ist ab $ 21.00/Monat verfügbar.

Startpreis:
$ 21.00/Monat
Kostenlose Version:
Ja
Kostenlose Testversion:
Ja

Alternativen für Capsule

Capsule Erfahrungen

Funktionsbewertung

Preis-Leistungs-Verhältnis
4.6
Funktionalität
4.3
Bedienkomfort
4.6
Kundenbetreuung
4.5
Ilia
Ilia
  • Branche: Informationstechnologie & -dienste
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionen
4
Bedienkomfort
4
Kundenbetreuung
0

5
Bewertet am 10.2.2021

Pretty good.

Overall experience was positive. It's a solution that I recommend to people.

Vorteile

What initially attracted us to this CRM was its cost effectiveness. I was impressed by how easy it was to deploy and run. The mobile app was pretty solid, easy to use and probably better or on par with some of the other (more expensive) CRM apps I've used. ~Capsule also had a decent project management function.

Nachteile

I think we had some trouble when trying to connect to Mail Chimp. From memory it took a long time to get it right.

In Betracht gezogene Alternativen

Zoho CRM und Salesforce Sales Cloud

Antwort von Zestia

Hi Ilia,

Chloe here from Capsule. Thanks for taking the time to write a review. We're happy to hear that you found Capsule easy to deploy and are enjoying using the mobile app. If you ever need any help for example setting up integrations then don't hesitate to reach out to us at [email protected].

Beantwortet am 16.2.2021
Sheron
  • Branche: Versicherung
  • Unternehmensgröße: Selbstständig
  • Wöchentlich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionen
5
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 23.11.2020

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.

Beantwortet am 15.12.2020
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.

Jonathan
  • Branche: Medienproduktion
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für 6-12 Monate genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
0
Funktionen
5
Bedienkomfort
5
Kundenbetreuung
0

5
Bewertet am 14.2.2023

Easy to use, keeps my lead tracking process organised

It's positive - solves a problem, makes my life easier so it's a thumbs up from me.

Vorteile

I love that it's easy to use, keeps my lead tracking process organised. No complicated features. I set reminders and track everyone I have contacted. I can access all features really easily and it just makes my sales and marketing manageable - without additional functions I won't use or need.

Nachteile

When I import a CSV file - I need to format it slightly for it to identify all the columns - just an extra step which is a bit of a pain but not a biggy.

In Betracht gezogene Alternativen

HubSpot Marketing Hub und Mailchimp

Gründe für den Wechsel zu Capsule

Does exactly what I want without the other stuff that make CSMs so more complicated and heavy

Antwort von Zestia

Hi Jonathan,

Thanks for taking the time to write a review- we really appreciate that. We're glad to hear that Capsule is keeping you organised and you're easily able to manage your sales and marketing using it. As for the import process are you having to change the format from ; to , separation? We're always looking at ways to improve this process and would love to hear more specific details. If you could email [email protected] then our team can help you out.

Beantwortet am 28.2.2023
Andy
  • Branche: Groߟhandel
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für 6-12 Monate genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionen
4
Bedienkomfort
4
Kundenbetreuung
5

5
Bewertet am 3.2.2021

Good stuff

Love it

Vorteile

We really like the interface and how it is organised.
Best feature is the gmail integration.

Nachteile

Im hoping that we can connect a certain gmail contact and automatically have every new email/conversation feed into the same contact on capsule.

Antwort von Zestia

Hi Andy,

Chloe from Capsule here. Thanks for taking the time to write a review. We're happy to hear that you like the gmail integration and I'll be sure to pass on your feature request to the product team.

Beantwortet am 16.2.2021

Ähnliche Kategorien