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Capsule CRM

4.15 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆
(1349 Reviews, Testimonials & Expert Opinions)
(1349 Reviews, Testimonials & Expert Opinions)

Capsule CRM | Build stronger customer relationships, make more sales and save time.

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About Capsule CRM

Capsule a CRM platform helps businesses stay organized, know more about the customers, build strong relationships, and to make the most of sales opportunities, all while minimizing user input. It helps to increase sales and revenue and enhance customer relationships.

Capsule also helps to tailor the system to meet the needs of different businesses, including custom fields, tags, and branding options. It also integrates with a range of leading small-business solutions for customer support, email marketing, document management, and accounting.

Its features include creating and managing a list of contacts, create tracks to match the business processes, easily track sales opportunities, insightful reports of sales performance, capturing the right information with custom fields to match the brand, and many more.

Peer and Expert Opinions
for Capsule CRM

Goals

Increase sales & revenue and Improve ROI are the most popular goals peers achieved using Capsule CRM .

Other goals:

  • Scale best practices
  • Enhance customer relationships
  • Improve internal communications
  • Acquire customers
  • Improve stakeholder relations
See all goals See less goals

Channels

It is the best suited for e-mail, phone calls, social media, channels.

Other channels:

  • mobile
  • website
  • mobile app
  • offline
  • point of sale
  • chat
See all channels See less channels

Processes

Peers recommend contact list management, engagement management, forecasting, as the business processes that they have been most satisfied while using Capsule CRM .

Read Peer and Expert Experience for Business Use Cases

Contact list management With E mail

Tracking contacts With E mail and Phone calls

Creating contact list

Contacts history

Engagement management With E mail and Website

Engaging and following up With E mail and Website

Forecasting

Sales document management With E mail and Phone calls

Proposal & quote management With E mail and Phone calls

Workflow management

Communication management With E mail and Social media and Phone calls

Tracking & monitoring communications With E mail and Social media and Phone calls

Sending & publishing communications With E mail and Offline and Point of sale

Lead tracking With Mobile

Customer case management

Lead management

Pipeline management With Mobile and E mail and Mobile app

Social media management With E mail and Social media

Monitoring social media With E mail and Social media

Social media analytics

Opportunity management With Mobile and E mail and Mobile app

Collaboration

Helpdesk management With E mail

Telemarketing With E mail and Phone calls

Account management With E mail

Generation of new leads

Event management With Phone calls

Capturing leads With E mail

Groups management

Relationship management

Conversion management

Lead engagement

Business development

See allless Activities

Popular Business Setting
for Capsule CRM

Top Industries

  • Information Technology and Services
  • Computer Software
  • Marketing and Advertising

Popular in

  • Small Business
  • Mid Market
  • Enterprise

Peers used Capsule CRM to Increase sales & revenue and Improve ROI

Verify if it works for you

IT and Other Capabilities
for Capsule CRM

  • Low
  • Medium
  • High

data

Data Import

Data Export

Support

Phone Support

Email Support

24/7 Support

Chat Support

Other

AI Powered

Analytics

Custom Reports

Failure Risk Guidance Security Report ?

Overall Risk Meter

Low Medium High

Top Failure Risks for Capsule CRM

First 5 Reports are Free

Vendor Profile Details

Company Name Zestia
Company Website https://zestia.com/
HQ Location Manchester, UK
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