Capsule Übersicht
Was ist Capsule?
Mit Capsule ann man alle Beziehungen verwalten, nicht nur zu Kunden: Kontakte verwalten, Führungen, Kunden, Lieferanten und mehr.
Man kann seine Vertriebs-Pipeline verwalten: Gebote verfolgen, Abschlüsse, Angebote und andere Möglichkeiten. Man sieht dies alles im Vertriebs-Dashboard.
Man kann seine E-Mails organisieren: Man verknüpft einfach E-Mails mit Capsule, wenn man E-Mails an Iseine Kontakte sendet oder von ihnen empfängt.
Man kann eine vollständige Historie an einem Ort haben: Notizen, Konversationen, Dokumente und Dateien können direkt an die Historie eines Kontakts angehängt werden, so dass sie leicht verfügbar sind.
Man kann sicherstellen, dass Dinge erledigt werden: Erstelle Aufgaben und teile sie mit Kollegen. Verpasse nicht die vorgeschlagene Frist oder den Kundenanruf.
Es kann an das Unternehmen angepasst werden: Capsule anpassen, indem man die benötigten Datenfelder hinzufügt. Markiere es in Deinen Farben und Logo.
Capsule Übersicht
Kosten
Preisoptionen
Capsule Funktionen
Medien
Capsule Bewertungen
Capsule Bewertungen
Great CRM for Contacts, Tasks, Opportunities and pipelines
Really good Customer, Prospect and Lead management solution
Reminder to contact
Management of team tasks, and assignment to team members
Simple and Functional
My needs for tracking client opportunities are simple and this CRM does everything I need of it. I mainly use it for recording my meetings and coaching sessions with my clients. This functionality is easy to use and it is easy to search clients later to see what was last talked about.
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.
Capsule Review
Quick and useful to get ourselves organised but the limitations are starting to show
It's our 2nd management tool - the first one was overly complicated and this is quite simple
The Dropbox solution is a bit of a fudge but it works most of the time.
The tasks system and visual customisation leave a lot to be desired.
Vergleiche die Gesamtbewertung mit Alternativen
Mit Alternativen vergleichen
Great CRM for Contacts, Tasks, Opportunities and pipelines
Vorteile
Simple contact and account management, link task reminders to contacts and or opportunities.
Integration with GMail etc, Xero, MailChimp
Nachteile
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!
Simple and Functional
My needs for tracking client opportunities are simple and this CRM does everything I need of it. I mainly use it for recording my meetings and coaching sessions with my clients. This functionality is easy to use and it is easy to search clients later to see what was last talked about.
Vorteile
It is incredibly easy to set up, very simple to use and I like it's integration with Xero.
Nachteile
Sending email from the system get stored in dropbox, not ideal if you don't use dropbox
Antwort von Zestia
Hi Dave,
Chloe from Capsule here. Thanks for your feedback - we're glad you like the integration with Xero. In terms of the Drop Box I have good news as the Capsule Drop Box is not the same as the file storage service Dropbox.com. The Capsule Drop Box is effectively an email address that you use to BCC or forward your emails to which in turn stores them against the relevant contact in your Capsule account. This is what non-google users use for storing emails. You can learn more about storing emails using the Capsule Mail Drop Box here: https://capsulecrm.com/support/setup-and-configuration/storing-emails/#understanding-the-mail-drop-box.
If they are finding that emails aren't being stored on their contacts as expected, could you please email support@capsulecrm.com and we can investigate further.
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.
Capsule Review
Vorteile
Very easy to set up
Easy and intuitive to use
It is flexible enough so that it can be moulded around a requirement or purpose, even if that function isn't immediately obvious.
The support staff are great at coming up with solutions and work arounds
Support staff are very quick to respond.
The close links with Mailchimp and Zapier are great and really easy to merge different systems.
Nachteile
You can't 'drag and drop' documents from the system to emails.
There's no 'pre-opportunity' stage - i.e. no way of registering an interest in a product (linking a client and product or organisation) without it being a formal 'opportunity' - there needs to be a 'pre-opportunity' facility to ease admin in the system.
There's no way of retaining a record of a meeting in the calendar.
There's no one to stand behind my husband and remind him to record notes in the system! :-)
Antwort von Zestia
Hi Rebecca,
Chloe from Capsule here. Thanks for your review - I'll be sure to pass on your feedback to our team. As for the pre-opportunity problem, you could use a Case for that and then you can link that case to an Opportunity if it does move into the pipeline. That way you can have a clear record of it, but it isn't impacting conversion rates or anything like that. You can read more about Cases here:
https://capsulecrm.com/support/projects-and-events/understanding-cases/. While you can't see your past tasks in the Calendar, you can go to the task list view and filter for completed tasks. Here you'll be able to see a list of everything that's been completed. While we can't put someone behind your husband and nudge him - you could set up a task for a certain time each day that recurs every week (5 recurring tasks), basically just as a prod to remind him to add notes? I hope that gives you some tips and if you need any extra support you can always reach out to us.
Quick and useful to get ourselves organised but the limitations are starting to show
It's our 2nd management tool - the first one was overly complicated and this is quite simple
The Dropbox solution is a bit of a fudge but it works most of the time.
The tasks system and visual customisation leave a lot to be desired.
Vorteile
It's fast and simple, a young British company. which we wanted to support.
Its online and accessible on an app
It does a lot of what we originally needed
Nachteile
The tasks and the layout - lack of customisation - colours or icons - fields can be hard to identify at a glance.
Starts to get expensive with more users - if I could role out viewing to my whole team (no input) it would be handy - but i can't justify £300 a month
We no longer use the sales side - that didn't really work for our company - now just use the contacts, tasks, recording of data
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Capsule Preis
Capsule Preis
Vergleiche das Preis-Leistungs-Verhältnis mit Alternativen
Mit Alternativen vergleichen
Capsule Funktionen
Capsule Funktionen
Vergleiche Funktionen mit Alternativen
Mit Alternativen vergleichen
Kategorien
Kategorien
Capsule Häufig gestellte Fragen
Capsule Häufig gestellte Fragen
Weiter unter folgen häufig gestellte Fragen über Capsule.
F. Welche Preispläne bietet Capsule an?
Capsule bietet folgende Kostenpläne an:
Beginnt ab: 18,00 $/Monat
Preismodell: Kostenlos, Abonnement
Gratis Testen: Verfügbar
F. Was sind die Hauptfunktionen von Capsule?
Wir haben keine Informationen über die Funktionen von Capsule
F. Wer sind die typischen Nutzer von Capsule?
Capsule hat die folgenden typischen Kunden:
Kleine Unternehmen, Großunternehmen, Non-Profit, Freie Mitarbeiter, Mittlere Unternehmen
F: Welche Sprachen werden von Capsule unterstützt?
Capsule unterstützt die folgenden Sprachen:
Englisch
F. Welche Preispläne bietet Capsule an?
Capsule hat folgende Preismodelle:
Kostenlos, Abonnement
F. Unterstützt Capsule mobile Geräte?
Capsule unterstützt die folgenden Geräte:
Android, iPhone
F. Mit welchen anderen Applikationen integriert Capsule?
Capsule kann in folgende Anwendungen integriert werden:
ActiveCampaign, Bitium, ClickDesk, Email It, FreeAgent, Freshdesk, GetResponse, Help Scout, Quote Roller, Xero
F. Welche Varianten der Kundenbetreuung bietet Capsule an?
Capsule bietet folgende Optionen für Kundensupport:
Wissensdatenbank, Online-Support, Häufig gestellte Fragen
Really good Customer, Prospect and Lead management solution
Reminder to contact
Management of team tasks, and assignment to team members