Capsule

This is one of the customer relationship management software I have tried recently to learn the best for our start up. The user interface is among the simplest during my research. It's easy to import contacts via Excel spreadsheet or CSV as well as add and manage tasks. You can setup tracks which are based on the actions you want to take in regards to the lifecycle of the sale. You can attach emails and BCC emails so that they will populate in the correct fields in your CRM. The pipeline itself is quite visual and provides a few different perspectives and a variety of filters you can use to gain insight into your sales and conversion rates over time. You can also utilize custom fields, tags and opportunity milestones. The free version allows you to integrate with your website and MailChimp email marketing service. And the upgraded version also integrates with several other third party services including: FreeAgent, FreshBooks, KashFlow, Wufoo, Xero and Zendesk so it's quite a well rounded business operations list. There is also an API available so it you're savvy you can integrate other external services should you use them. I also appreciate that is so internationally friendly with so many currencies available. This was surprisingly rare to be found during this research.

There are some potential security issues with this customer relationship manager. You can't enable various user roles or permissions so your entire team has access to all information which may be fine is very small teams, but not practical with larger teams as reps need to stay focused on their own list of leads in my opinon based on experience. My personal preference is to have a fully visual pipeline in which you can drag a lead through the stages of your sale. Furthermore, and this is only an observation and not a critique, as I like that they have so many different currencies but there is only U.S. and U.K. versions of English available while it would be beneficial to have the corresponding languages available for the currencies available in my opinion for a greater market share.

The user interface is very minimalist and easy to learn within a few minutes which is great. There is a solid feature set and decent integrations. I also sincerely appreciate that they have a solid free forever plan for two users which is limited but has enough functionality to get started certainly especially with the website and MailChimp integrations. I would like to see Zapier as an integration as this would enable folks to have hundreds more possible integrations without having to use their API, but it's nice that it's available. As a start up or very small team it's a great choice. As a larger team it needs to have more permissions to help reps stay on task in my opinion. Pricing of their Premium accounts is very fair and on the lower end while the among the simplest to use and I like the overall feel and workflow.

This is a tool perfect to keep your clients and companies that you transact business with, a great tool that you could utilize to keep tight communications with them. We value our customers thus keeping them close is something we get from Capsule. Through this software we were able to manage the previous communications we have them and do things for them if they need any.

I believe there is an opportunity for me to utilize the software more but since I am just using the basic functionalities, I do not know what else I could use the software for. I hope they could provide their users training modules, material or web trainings so we could utilize everything we can using the software.

A great and robust tool that could easily be utilized and work on. I am very happy that with the use of this software I was able to strengthen the relationship I have with my clients. I could provide them all that they need and as well as I know previous communications we had thus they feel special and stay loyal with us.