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
Clients types
- Auto-entrepreneurs
- Petites entreprises (de 2 à 50 employés)
- Moyennes entreprises (de 51 à 500 employés)
- Grandes entreprises (500 employés minimum)
Déploiement
- Basé sur le cloud
- Sur site
Disponible dans les pays suivants
Afrique du Sud, Allemagne, Argentine, Australie, Autriche et 37 autres
Langues
anglais, espagnol
Options de tarification dès :
18,00 $US/mois
- Version gratuite
- Essai gratuit
- Abonnement
Images
Fonctionnalités
Nombre total de fonctionnalités pour Capsule : 93
Alternatives
Insightly
Keela
Act!
Acuity Scheduling
Avis
Vous avez déjà Capsule ?
Les acheteurs de logiciels ont besoin de vous ! Les avis utilisateurs nous aident tous à prendre de meilleures décisions.
- 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.
- Secteur d'activité: Gestion d'organisme à but non lucratif
- Taille de l'entreprise: 11–50 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 8.0 /10
Relatively Robust, and Affordable!
Publié le 03/05/2019
For our small business (5-10 team members), Capsule provides us with one location to input all of...
For our small business (5-10 team members), Capsule provides us with one location to input all of our data. We can track contacts, organizations, and opportunities, as well as opportunity stages and milestones, while customizing categories and notes for all of it. It is incomparably more affordable than any of the other CRMs I've used.
Avantages
Capsule serves all its purposes very satisfactorily. It doesn't have very many bells and whistles, or email campaign options like other CRM databases, but it is very useful for logging contact information, making notes, generating tasks, and running reports. You can categorize contacts by organization, people, and deal opportunities, and also by customized tags and custom fields.
Inconvénients
Very few things to dislike. The only way to export contacts with notes is to export the entire database into Excel and sort from there; there is no option within the database's reporting capabilities to generate the notes for specific contacts.
Capsule also does not have email campaign capabilities or drip campaign options, but those are high-price items that only come with the big CRM monsters.
- Secteur d'activité: Hôtellerie
- Taille de l'entreprise: 11–50 employés
- Logiciel utilisé tous les jours pendant plus d'un an
-
Provenance de l'avis
Note globale
- Simplicité d'utilisation
- Probabilité de recommander le produit 5.0 /10
Lacked Calendar tool needed for us to be effective
Publié le 05/05/2022
It was an adequate tool but didn't fulfill enough of our needs for us to continue using the...
It was an adequate tool but didn't fulfill enough of our needs for us to continue using the software.
Avantages
I found the software easy to use and fairly intuitive for the everyday user. It managed leads adequately and allowed me to find my information easily.
Inconvénients
We needed a tool that would allow us to easily track booked events on a calendar and see trends of inquiries for specific dates. Capsule lacked an effective calendar tool to help us manage leads by date which made it ineffectual for us.
Réponse de Zestia
Hi there April,
Chloe from Capsule here. We're glad you found Capsule easy to use and helped you manage leads well. We're sorry to hear that in this case Capsule didn't quite fit your needs - thanks for giving us a try!
- Secteur d'activité: E-learning
- Taille de l'entreprise: 11–50 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 8.0 /10
A CRM for startups - everything you need and nothing you don’t
Publié le 05/01/2020
Avantages
It is a highly customizable software CRM. Track every interaction with stakeholders using the web app, email plugins, and most importantly the iOS app! The app uses the cloud based client database as a sort of substitute for your phone’s address book, phone dialer, and portal to add client interactions. Best mobile app for a CRM platform!
Inconvénients
It can be tricky linking interactions with multiple stakeholders.
Réponse de Zestia
Hi Chloe here from Capsule. Thanks for your review of Capsule and your support - we're really glad you like the mobile app. As for linking interactions with multiple stakeholders, if we can understand a little more about how you want interactions linked we may be able to offer some options or understand whether there are some ways we can amend Capsule. If you can write to us directly at [email protected] then our support team will be able to help you out.
- Secteur d'activité: Santé, bien-être et fitness
- 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
Great CRM for Contacts, Tasks, Opportunities and pipelines
Publié le 07/12/2019
Really good Customer, Prospect and Lead management solution
Reminder to contact
Management of team...
Really good Customer, Prospect and Lead management solution
Reminder to contact
Management of team tasks, and assignment to team members
Avantages
Simple contact and account management, link task reminders to contacts and or opportunities.
Integration with GMail etc, Xero, MailChimp
Inconvénients
Mobile app could be a litte more user friendly, it would be great to automatically add a follow-up task when you close one. But these are both really minor issues in the grand scheme!
Capsule - FAQ
Voici quelques-unes des questions fréquentes sur Capsule.Q. Quels sont les types de licence disponibles pour Capsule ?
Types de licences disponibles pour Capsule :
- À partir de: 18,00 $US/mois
- Type de licence: Version gratuite, Abonnement
- Essai gratuit: Disponible
Q. Qui utilise Capsule ?
Utilisateurs habituels du logiciel Capsule :
Auto-entrepreneur, 2–10, 11–50, 51–200, 201–500, 501–1 000, 1 001–5 000
Q. Dans quelles langues Capsule est-il disponible ?
Langues dans lesquelles Capsule est disponible :
anglais, espagnol
Q. Capsule prend-il en charge les appareils mobiles ?
Appareils pris en charge par Capsule :
Android (mobile), iPhone (mobile), iPad (mobile)
Q. Avec quelles applications Capsule peut-il s'intégrer ?
Applications s'intégrant à Capsule :
ActiveCampaign, Acuity Scheduling, Akita, Asana, Basecamp, Benchmark Email, Better Proposals, BigCommerce, CallFire, CallRail, Chargebee, Chargify, Cin7 Core, Cin7 Omni, CircleLoop, Clockify, Constant Contact, Cyclr, Cyfe, 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, OnceHub, Operations Hub, Paycove, Process Street, Quickbooks Online, Quotient, REVE Chat, Rezdy, Ruler Analytics, SendPulse, Signable, Slack, SupportBee, Tidy, TidyEnterprise, TimeCamp, Todoist, Toggl Track, Toky, Trello, Twitter/X, Unbounce, Userlike, WebMerge, WooCommerce, WordPress, Wufoo, Xero, Zapier, Zendesk Suite, Zoho Flow, monday.com
Q. Quelles sont les ressources d'aide disponibles pour Capsule ?
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.
