En savoir plus sur Capsule

Capsule permet de gérer toutes les relations, pas seulement les clients : les contacts, les prospects, les clients, les fournisseurs et plus encore.

Gestion du pipeline de ventes : suivi des offres, des propositions et autres opportunités. Tout voir dans le tableau de bord des ventes.

Organisation des courriels : lier facilement les courriels à Capsule lors de l'envoi ou de la réception des e-mails de vos contacts.

Historique complet en un seul lieu : joindre des notes, des conversations, des documents et des fichiers directement dans l'historique d'un contact afin qu'il soit facilement disponible.

Garantie de bonne exécution : créer des tâches et partager avec des collègues, respect de date limite de proposition ou l'appel client.

Adaptation à l'entreprise : personnaliser Capsule en ajoutant les champs de données nécessaires. Insertion de couleurs et du logo.

Options de tarification dès :

18,00 $US/mois

  • Version gratuite
  • Essai gratuit
  • Abonnement

Pour quelle entreprise ?

TPE PME GE

Déploiement

  • Basé sur le cloud
  • Sur site

Disponible dans les pays suivants

Émirats arabes unis, Argentine, Autriche, Australie, Belgique, Bolivie, Brésil, Canada, Suisse, Chili, Chine, Tchéquie, Allemagne, Danemark, Estonie, Espagne, Finlande, France, Royaume-Uni, Grèce, Croatie, Irlande, Inde, Islande, Italie, Japon, Lituanie, Lettonie, Mexique, Pays-Bas, Norvège, Nouvelle-Zélande, Pérou, Pologne, Portugal, Roumanie, Russie, Suède, Singapour, Ukraine, États-Unis, Afrique du Sud

Langues

anglais

Options de tarification dès :

18,00 $US/mois

  • Version gratuite
  • Essai gratuit
  • Abonnement

Images

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Fonctionnalités

Nombre total de fonctionnalités pour Capsule : 89

  • API
  • Accès mobile
  • Alertes/Notifications
  • Analyse de l'évolution des ventes
  • Analyse prédictive
  • Analyse visuelle
  • Automatisation du marketing
  • Autorisations basées sur les rôles
  • Base de données de clients
  • Base de données de contacts
  • CRM
  • Catalogage/catégorisation
  • Champs personnalisables
  • Contrôle des processus métiers
  • Contrôle des réponses par e-mail
  • Contrôles/Permissions d'accès
  • Devis
  • Distribution de leads
  • Fonction de glisser-déposer
  • Fonctions pour secteur immobilier
  • Formulaires web
  • Gestion des activités
  • Gestion des activités commerciales
  • Gestion des affectations
  • Gestion des calendriers
  • Gestion des campagnes
  • Gestion des clients
  • Gestion des contacts
  • Gestion des documents
  • Gestion des e-mails
  • Gestion des fichiers
  • Gestion des flux de travail
  • Gestion des leads
  • Gestion des modèles
  • Gestion des opportunités
  • Gestion des pipelines
  • Gestion des rendez-vous
  • Gestion des tâches
  • Gestion du pipeline de ventes
  • Gestion du territoire
  • Importation et exportation de données
  • Intégration des médias sociaux
  • Intégrations de tiers
  • Lead nurturing
  • Marquage
  • Mesure des performances
  • Modèles d'e-mails
  • Modèles personnalisables
  • Monitoring
  • Notes et commentaires
  • Notifications en temps réel
  • Outils de collaboration
  • Outils de prospection
  • Pour les petites entreprises
  • Pour les start-ups
  • Prise en charge de plusieurs devises
  • Programmation des tâches
  • Projections
  • Présentation graphique des données
  • Prévision
  • Prévision des ventes
  • Qualification de leads
  • Rappels
  • Rapports de ventes
  • Rapports et analyses
  • Rapports et statistiques
  • Rapports personnalisables
  • Rapports sur les pipelines
  • Recherche/Filtre
  • Saisie de leads
  • Segmentation
  • Segmentation de la clientèle
  • Segmentation de leads
  • Stockage de documents
  • Stratégie de marque personnalisable
  • Suivi des activités
  • Suivi des interactions
  • Suivi des références
  • Suivi des sources
  • Support client
  • Synchronisation de données
  • Synchronisation du calendrier
  • Système de calendrier et de rappel
  • Tableau de bord
  • Tableau de bord d'activités
  • Visualisation de données
  • Workflow configurable
  • XML et RSS
  • e-mail marketing

Alternatives

HubSpot CRM

4,5
Alternative n° 1 à Capsule
Gagnez un temps de vente précieux grâce à HubSpot CRM qui prend en charge tous les petits détails de l'enregistrement...

Zoho CRM

4,3
Alternative n° 2 à Capsule
Zoho CRM est un logiciel CRM cloud qui aide les entreprises de toutes tailles à conclure des transactions plus...

Pipedrive

4,5
Alternative n° 3 à Capsule
Pipedrive est un outil de CRM (Customer Relationship Management) et de gestion de pipeline conçu pour les équipes...

Salesforce Sales Cloud

4,4
Alternative n° 4 à Capsule
Salesforce Sales Cloud est l'application cloud de CRM (Customer Relationship Management) de Salesforce. Sales Cloud...

Avis

Note globale

4,5 /5
(144)
Rapport qualité-prix
4,6/5
Fonctionnalités
4,3/5
Simplicité d'utilisation
4,6/5
Support client
4,5/5

Vous avez déjà Capsule ?

Les acheteurs de logiciels ont besoin de vous ! Les avis utilisateurs nous aident tous à prendre de meilleures décisions.

Écrivez votre avis !
5 avis affichés sur 144
Jeff
Note globale
  • Secteur d'activité: Impression
  • Taille de l'entreprise: 2-10 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Probabilité de recommander le produit 10.0 /10

One of the applications I run my business on

Publié le 21/07/2022

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

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

Avantages

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.

Inconvénients

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.

Réponse de 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.

Robert
Note globale
  • Secteur d'activité: Gestion de l'enseignement
  • Taille de l'entreprise: 2-10 employés
  • Logiciel utilisé tous les jours pendant 6 à 12 mois
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Probabilité de recommander le produit 9.0 /10

A simple CRM that allowed us to hit the ground running

Publié le 04/08/2022

Overall I have been pleasantly surprised. I at first thought the system would be too underpowered...

Overall I have been pleasantly surprised. I at first thought the system would be too underpowered for what we needed, but it has actually delivered on what we have needed and the simplicity of changing things has allowed us to easily experiment with our processes until we have things right. It has suited our small team very well - and I look forward to seeing how well it scales with us.

Avantages

I like the simplicity of the system. It was very quick and easy both to setup (and make changes to) and then to use the system. It has been very easy to train new employees on. The system has some good power around workflows - which have helped us lock down our processes and helped new staff to follow them. It has a good integration with Xero which has saved us a lot of time and has just released an integration into a mail campaign tool (Transpond) which looks to be a nice added bonus.

Inconvénients

The system doesn't have a document generation tool (so you need to generate invoices and quotes in a separate system). It also is comparatively underpowered in the reports you can generate (even when you upgrade to the higher tiers that have additional reporting functionality). You can export full data sets to CSV - so we have built what we needed in Excel, but it would be nice to have it saved as reports and visualisations in the system. There also isn't the flexibility around notifications that I am previously used to (and so we have had to adjust the workflows a little).

Alternatives envisagées 

Salesforce Essentials

Pourquoi passer à Capsule

The initial price point was cheaper for Capsule (about half the price of Salesforce) - and I and other key staff members of the team had experience of setting up Salesforce and found that there was just a lot more to do before you could start using the system (and another step change of work before you could start using it again).

Réponse de Zestia

Hi Robert,

Chloe from Capsule here. Thanks for taking the time to write a detailed review - it really helps our team when we receive first-hand feedback. We're so happy to hear that Capsule is helping your business and saving you time in a variety of ways. We've also taken onboard your feedback regarding document generation, reports and notifications. If anything should change on any of those fronts - you'll be the first to know. Regardless, we're very happy that you've been surprised by Capsule and look forward to helping your business scale in the future.

Utilisateur vérifié
Note globale
  • Secteur d'activité: Logiciels
  • Taille de l'entreprise: 11-50 employés
  • Logiciel utilisé tous les jours pendant 6 à 12 mois
  • Provenance de l'avis

Note globale

  • Simplicité d'utilisation
  • Probabilité de recommander le produit 3.0 /10

Features and Format Lacking, Good for the Basics

Publié le 07/09/2018

Overall, Capsule seems middle-of-the-road. It's been useful as a database to keep our pipeline and...

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.

Avantages

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.

Inconvénients

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.

Thomas
Note globale
  • Secteur d'activité: Services et technologies de l'information
  • Taille de l'entreprise: 2-10 employés
  • Logiciel utilisé tous les jours pendant plus d'un an
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

Capsule CRM - great product

Publié le 29/06/2022

The ability to track your sales pipeline and customize the stages and categories has been the most...

The ability to track your sales pipeline and customize the stages and categories has been the most valuable part.

Avantages

Capsule CRM is great for a small business CRM. We use it primarily for contact management and sales pipeline tracking. We love the Outlook integration so that it stores your email activity. Also, the ability to customize your own categories for contacts, customers and the stages of your sales cycle -- all of this is great.

Inconvénients

I don't really use the calendar feature, but that's not to say it wouldn't be useful if someone wanted that option.

I think the only potential drawback some may have is that Hubspot has their free version, which has some similar functionality to Capsule CRM. However, what is GREAT about Capsule is its simplicity. We also looked at Hubspot, but it was overly complex for our small business needs.

Réponse de Zestia

Hi Thomas,

Chloe from Capsule here. Thanks for taking the time to write a review. We're so glad to hear that Capsule suits your needs and is helping you to manage your sales efficiently.

Jesse
Note globale
  • Secteur d'activité: Médias en ligne
  • Taille de l'entreprise: Auto-entrepreneur
  • Logiciel utilisé tous les jours pendant 6 à 12 mois
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Probabilité de recommander le produit 10.0 /10

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

Publié le 16/12/2021

I've been using Capsule for several months and I am very happy. Occasionally I try other apps just...

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.

Avantages

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.

Inconvénients

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.

Alternatives envisagées 

Pipedrive, Sendinblue, monday.com et HubSpot CRM

Pourquoi passer à 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.

Réponse de 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.

Afficher 5 avis sur 144 Lire tous les avis

Capsule - FAQ

Voici quelques-unes des questions fréquentes sur Capsule.

Types de licences disponibles pour Capsule :

Utilisateurs habituels du logiciel Capsule :

Auto-entrepreneur, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001-5 000

Langues dans lesquelles Capsule est disponible :

anglais

Appareils pris en charge par Capsule :

Android (mobile), iPhone (mobile), iPad (mobile)

Applications s'intégrant à Capsule :

ActiveCampaign, Acuity Scheduling, Akita, Asana, Basecamp, Benchmark Email, Better Proposals, BigCommerce, CallFire, CallRail, Chargebee, Chargify, Cin7, CircleLoop, Clockify, Constant Contact, Cyclr, Cyfe, DEAR Systems, Databox, Deputy, Docsify, Emma, Enalyzer, Eventbrite, FileInvite, FluidSurveys, Formstack Forms, FreeAgent, FreshBooks, FreshMail, FullContact, GetResponse, Gmail, Google Calendar, Google Contacts, Google Data Studio, Google Workspace, Gravity Forms, Help Scout, Jotform, KashFlow, Kixie PowerCall, Leadinfo, LeadsBridge, LiveChat, Mad Mimi, Mailchimp, MailerLite, Make, Mention, Meta for Business, Microsoft Outlook, Microsoft To Do, OmniFocus, Operations Hub, Paycove, Process Street, Quickbooks Online, Quotient, REVE Chat, Rezdy, Ruler Analytics, ScheduleOnce, SendPulse, Signable, Slack, SupportBee, Tidy, TidyEnterprise, TimeCamp, Todoist, Toggl Track, Toky, Trello, Twitter, Unbounce, Userlike, WebMerge, WooCommerce, WordPress, Wufoo, Xero, Zapier, Zendesk, Zoho Flow, monday.com

Ressources d'aide disponibles pour Capsule :

Service client/e-mail, FAQ/forums, Base de connaissances, Chat

Catégories connexes

Consultez toutes les catégories de logiciels trouvées pour Capsule.