Sobre Capsule

Capsule es el CRM en línea simple e inteligente. Cuenta gratuita disponible para hasta 2 usuarios o cuentas pagas a partir de 12 dólares al mes.

Descubre más sobre Capsule

Puntos a favor:

Simple contact and account management, link task reminders to contacts and or opportunities. Integration with GMail etc, Xero, MailChimp.

Puntos en contra:

We no longer use the sales side - that didn't really work for our company - now just use the contacts, tasks, recording of data.

Valoraciones de Capsule

Evaluación media

Facilidad de uso
4,6
Atención al cliente
4,5
Funcionalidades
4,3
Relación calidad-precio
4,6

Probabilidad de recomendación

8,9/10

Capsule tiene una valoración global de 4,5 estrellas sobre 5 según las 152 opiniones de usuarios de Capterra.

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Filtrar opiniones (152)

Manuel
Manuel
Tecnic en España
Usuario de Linkedin verificado
Hospital y atención sanitaria, 501-1.000 empleados
Ha utilizado el software durante: Prueba gratis
Fuente de la reseña

Optimizado

5,0 hace 3 meses

Comentarios: Buena gestion en general optimizado y efectivo en su uso

Puntos a favor:

Su gestion de clientes y base de datos funciona bien ayuda en el trabajo

Puntos en contra:

Algunas opciones son algo complejas pero se resuelve

Respuesta de Zestia

hace 3 semanas

Hi Manuel, Thanks for writing a review about Capsule. We're pleased to hear that the customer management database side of Capsule is working well for you. If you're finding anything challenging then our support team are always at hand to help you out at support@capsulecrm.com. We're pleased to hear you're finding Capsule effective.

Ilia
Ilia
Business Development Manager en Australia
Usuario de Linkedin verificado
Tecnología y servicios de la información, 2-10 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña

Pretty good.

5,0 hace 2 años

Comentarios: Overall experience was positive. It's a solution that I recommend to people.

Puntos a favor:

What initially attracted us to this CRM was its cost effectiveness. I was impressed by how easy it was to deploy and run. The mobile app was pretty solid, easy to use and probably better or on par with some of the other (more expensive) CRM apps I've used. ~Capsule also had a decent project management function.

Puntos en contra:

I think we had some trouble when trying to connect to Mail Chimp. From memory it took a long time to get it right.

Alternativas consideradas: Zoho CRM y Salesforce Sales Cloud

Respuesta de Zestia

hace 2 años

Hi Ilia, Chloe here from Capsule. Thanks for taking the time to write a review. We're happy to hear that you found Capsule easy to deploy and are enjoying using the mobile app. If you ever need any help for example setting up integrations then don't hesitate to reach out to us at support@capsulecrm.com.

Robert
Robert
CEO en Australia
Usuario de Linkedin verificado
Administración educativa, 2-10 empleados
Ha utilizado el software durante: 6-12 meses
Fuente de la reseña

A simple CRM that allowed us to hit the ground running

4,0 hace 8 meses

Comentarios: 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.

Puntos a favor:

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.

Puntos en contra:

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).

Alternativas consideradas: Salesforce Essentials

Razones para cambiar a 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).

Respuesta de Zestia

hace 7 meses

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.

Jonathan
Director en RU
Producción audiovisual, 2-10 empleados
Ha utilizado el software durante: 6-12 meses
Fuente de la reseña

Easy to use, keeps my lead tracking process organised

5,0 el mes pasado Nuevo

Comentarios: It's positive - solves a problem, makes my life easier so it's a thumbs up from me.

Puntos a favor:

I love that it's easy to use, keeps my lead tracking process organised. No complicated features. I set reminders and track everyone I have contacted. I can access all features really easily and it just makes my sales and marketing manageable - without additional functions I won't use or need.

Puntos en contra:

When I import a CSV file - I need to format it slightly for it to identify all the columns - just an extra step which is a bit of a pain but not a biggy.

Alternativas consideradas: HubSpot Marketing Hub y Mailchimp

Razones para cambiar a Capsule: Does exactly what I want without the other stuff that make CSMs so more complicated and heavy

Respuesta de Zestia

hace 3 semanas

Hi Jonathan, Thanks for taking the time to write a review- we really appreciate that. We're glad to hear that Capsule is keeping you organised and you're easily able to manage your sales and marketing using it. As for the import process are you having to change the format from ; to , separation? We're always looking at ways to improve this process and would love to hear more specific details. If you could email support@capsulecrm.com then our team can help you out.

Taryn
Brand Partnership en Canadá
Gestión de organizaciones sin ánimo de lucro, 2-10 empleados
Ha utilizado el software durante: 6-12 meses
Fuente de la reseña

Not Ideal for a Charity CRM

3,0 hace 2 años

Comentarios: I think it is a fine program that didn't suit the needs of a national charity.

Puntos a favor:

I think you you were using this software for school or a business that required registration of sorts it might be ideal but the marketing features were not strong enough for us. We used the program for 1 year and then switch over that had a better UX, marketing integration and that automatically process tax receipts.

Puntos en contra:

The UX wasn't great. It wasn't intuitive for our team.

Alternativas consideradas: Keela

Razones para cambiar a Capsule: We had an employee that had some experience with it and could navigate the program. We stuck with it for 1 year and switched over to Keela.

Respuesta de Zestia

hace 2 años

Hi Taryn, Chloe here from Capsule. Thanks for taking the time to review us, we really appreciate the feedback. While we do have a number of charities using Capsule we understand it isn't the right fit for everyone - we're happy you've found another solution that works for you!

Christian
Principal - Business Owner en EE. UU.
Fotografía, Trabajador autónomo
Ha utilizado el software durante: 6-12 meses
Fuente de la reseña

Near perfect balance of capability and useability

5,0 hace 3 meses

Comentarios: It has been up and useable every day that I use it, which on most business days is everyday. I came from the corporate world where I was an executive sponsor of bringing in SalesForce to a large organization. I looked at Sales Force basics immediately starting my own business and it was way to cumbersome for a startup that at most will have 4-6 employees.

Puntos a favor:

One of the best features is the capsule daily reminder email that comes to me every morning with whom I need to take next actions with. Of course, this requires me to be an active user of tasks, which i have always been, but it allows me to do that all in the CRM and not have followups in Outlook or Gmail . The other aspect is the seamless updating whether I do it on my iphone based app or desktop

Puntos en contra:

I use Outlook 365 desktop and having the full HTML and attachment ability is better than the email integration of Capsule. Either Capsule should go right to my Outlook 365 when I start an email

Respuesta de Zestia

hace 3 semanas

Hi Christian, Thanks for writing a review - it's great to hear how much you like Capsule and specifically the task reminder emails. If you would prefer to send emails from Outlook directly you might be best disconnecting your mailbox. Then, when you click on an email address we will open a compose window using your default email client instead - which you can set to be Outlook. If you'd like more help with this our support team will be more than happy to help just email support@capsulecrm.com.

David
Director en RU
Formación profesional y coaching, 11-50 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña

Quick and useful to get ourselves organised but the limitations are starting to show

4,0 hace 3 años

Comentarios: 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.

Puntos a favor:

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

Puntos en contra:

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

Peter
Peter
Director en RU
Usuario de Linkedin verificado
Aviación y aeroespacial, 2-10 empleados
Ha utilizado el software durante: 6-12 meses
Fuente de la reseña

Best CRM I've ever used

5,0 hace 2 años

Comentarios: Peace of mind for my business

Puntos a favor:

Visual presentation of the data, ease of access, monthly subscription, data capture, project tracking, email link capability, mobile access.

Puntos en contra:

The CRM had no functions that I disliked

Alternativas consideradas: Act!, Salesforce Sales Cloud y SugarCRM

Razones para cambiar a Capsule: All other products were too complex with difficult to set up daily interactions

Respuesta de Zestia

hace 2 años

Hi Peter, Chloe here from Capsule. Thanks for taking the time out to write a review about Capsule - we're really glad it's helping your business!

jibby
owner en RU
Transporte/transporte en camión/ferrocarril, 2-10 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Why Capsule should do better

5,0 hace 7 meses

Puntos a favor:

The ease of use when our data was under 500

Puntos en contra:

It did not seem as competitive as other providers

Respuesta de Zestia

hace 5 meses

Hi Jibby Chloe from Capsule here. Thanks for taking the time to write a review - it really helps our team when we receive first-hand feedback. We're sorry to hear that you found Capsule not as competitive as other providers - we'd love to hear a bit more about this if you'd like to email us. You haven't given a lot of detail in the review and we'd love to address your concerns. Plus, if you're still using Capsule we can help give you a better idea how Capsule can fit your business. Feel free to email us at support@capsulecrm.com

Melanie
Business Development Manager en RU
Plásticos, 2-10 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Efficiency of the CRM

4,0 hace 3 meses

Comentarios: Very beneficial for leads and following them up.

Puntos a favor:

Ease of use and efficiency. Mainly use for sales enquiry follow ups.

Puntos en contra:

Not being able to delete a contact once they had left the company

Respuesta de Zestia

hace 3 semanas

Hi Melanie, Chloe from Capsule here. Thanks for taking the time to write a review - we really appreciate that. We're so pleased to hear that you find Capsule easy to use and efficient. As for deleting contacts - if you delete the contact then the data recorded on that contact will be lost. Rather than deleting the contact you could add an 'Archived' tag to it. This way you can easily filter out archived contacts from your list. I hope that helps and we're glad you're seeing benefits from using Capsule in your sales process.

Jessica
Kitchen Designer en Nueva Zelanda
Construcción, 2-10 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña

Great value to our business

5,0 hace 3 semanas Nuevo

Puntos a favor:

Easy to use and easy to learn, this has been a game changer for us. We used to keep everything written down or online in customer files but that made it hard to find details when needed. Now we can search on our computers or if out on site easily look it up on the app

Puntos en contra:

We are happy with how this software has fit into our business and the simplicity of it

Respuesta de Zestia

la semana pasada

Hi Jessica, It's great that Capsule has been a game changer for you - we're really happy to hear that it's helping your business!

Bill
Owner en EE. UU.
Tecnología y servicios de la información, Trabajador autónomo
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Quick to set up and start getting results

5,0 hace 5 años

Comentarios: I've used Capsule for several years, as both a free and paid subscriber. It fits like a glove. Does what I need, doesn't force me into a different way of working, has been reliable (if it's ever been down, it wasn't any time I accessed it.) The company is actively developing it. I have used at least a dozen small-business CRM systems. Capsule is like my favorite pair of jeans -- it fits, never gets in the way, and makes me look good!

Puntos a favor:

Capsule is a good fit for my business. I'm a sole prop. consultant. I need to stay on top of my relationships with each customer to exceed their expectations. With Capsule on my laptop and phone, I can refer to past interactions and update with new ones in real time. With Capsule, I can create my own custom "tracks", action step lists to follow for any process in my sales or support functions. I can create my own custom fields and color-coded tags. There are a good number of integrations with other web apps, you just have to see if yours is on the list. I use it with Harvest for time recording and Xero accounting. They also offer a good API. It took me an evening to write a script to copy every action logged in Harvest into the customer notes in Capsule. I have no use for the team collaborative aspects of Capsule so can't comment on them.

Puntos en contra:

The only complaint I have is a minor one - I liked the calendar task view better before the recent update. Now I can't see all my tasks for the month at once, it truncates after 3 or 4 on any given date, and hides the rest. I can still view all the tasks for a day by clicking on it, but it's a slower way to reorganize on a grand scale.

Linda
Owner en Países Bajos
Consultoría de gestión, Trabajador autónomo
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Use it daily and recommend it to all my clients

5,0 hace 2 años

Comentarios: I recommend Capsule to clients for simple efficiency. Just getting your tasks sorted according to client or project is a huge benefit and Capsule, to me, is much more intuitive than something like Asana

Puntos a favor:

For me, task and workflow management make life much easier. No more remembering important calls or actions; they just come up in your dashboard. This is especially relevant when you're toggling several clients at the same time.

Puntos en contra:

The pipeline forecast graph (revenue forecasted per month) never seems to be correct and I've not been able to figure out how to fix it. This area could be more foolproof. Also, I never look at the latest updates on the 'home' screen even though it takes up most of the space. Imo, this could be replaced with relevant data like the pipeline graph. Better yet, make this a customisable widget area so people can choose what would work best for them.

Respuesta de Zestia

hace 2 años

Hi Linda, Chloe from Capsule here. Thanks for writing a review about your experience with Capsule. We're happy to hear the task and workflow management is helping you out. We have been asked about customising the dashboard before so it's on our radar and we will record your interest against this feature request. If you would like some more help with the pipeline forecast could you send us an email at support@capsulecrm.com then we can answer any questions you might have about that there?

Dolan
Sales Director en Australia
Comercio mayorista, 2-10 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña

Capsule Feedback

4,0 hace 2 años

Comentarios: Not a bad system for the price we are paying.

Puntos a favor:

Fairly easy to use along with the cheap cost

Puntos en contra:

The integration with Quickbooks is not the best to be honest. We have had to disable the interaction as it was changing the records we had originally set up in Quickbooks. Also was not a simple click of a button to see the previous sales, you have to continuously sign into quickbooks when you want to see records, a bit pointless really.

Respuesta de Zestia

hace 2 años

Hi Dolan, Chloe from Capsule here. Thanks for taking the time to write a review. We're glad you're finding Capsule easy to use and good value for money. Sorry to hear that our QuickBooks integration isn't quite what you expected. When setting up the integration any information in Capsule and QuickBooks should match otherwise Capsule would overwrite any differences. After that, the integration will push any changes in Capsule to QuickBooks as it treats Capsule as the source of truth so it's best to always make changes in Capsule. As long as you are logged into QuickBooks the link to open in QuickBooks will work. This is so that Capsule users who aren't QuickBooks users can't click through and access all the data in your QuickBooks account. If you'd like any more help or support with QuickBooks or Capsule in general our support team are always happy to help. You can reach them at support@capsulecrm.com.

Christopher
CEO en EE. UU.
Marketing y publicidad, 2-10 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Capsule is the most efficient CRM available

5,0 hace 2 años

Comentarios: I use 17+ systems (one for each client) and it makes it so easy to track progress

Puntos a favor:

Ease of use in tracking conversations, email and contacts

Puntos en contra:

There are no cons to this software that I have identified

Respuesta de Zestia

hace 2 años

Hi Christopher, Chloe here from Capsule. Thanks for taking the time to write a review. We're happy to hear that Capsule is helping you to track your contacts and conversations easily.

James
Owner en EE. UU.
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

One of the best CRMs I've ever used

5,0 hace 5 años

Comentarios: Capsule has allowed me to keep track of all my leads and prospects. Because I can see how I've interacted with them in the past, I'm able to tailor my follow-up process to ensure a higher conversion rate. Capsule paid for itself in a very short period of time.

Puntos a favor:

I love the fact that Capsule is one of the easiest CRMs to use. One of the reasons salespeople don't use CRMs is because they feel overwhelmed or because there's a huge learning curve. Not with Capsule. It's easy to learn and they also have a really cool app that allows you to track your contacts directly from your phone, which means you can stay on top of your sales process.

Puntos en contra:

I think that the free plan should allow a little bit more than the 250 contacts it currently offers, but other than that there aren't really any cons.

Scott
Owner/Operator en EE. UU.
Tecnología y servicios de la información, 2-10 empleados
Ha utilizado el software durante: 6-12 meses
Fuente de la reseña

I use this daily as a CRM for my small business contacts, and love how quick and easy it is to use.

4,0 hace 5 años

Comentarios: Easy note taking which facilitates better interaction with my clients. I love the central location of all my info and that I can access it on my smart devices too.

Puntos a favor:

I love how easy it is to complete just about any task imaginable. I make a LOT of notes for my customer accounts, and I love how each note can have any number of file attachments to them, but all the attachments for ALL the notes are also kept in a different area. Being able to integrate with my Google Apps account is a BIG plus, as is the ability to have emails I send instantly saved to customer records without me doing anything. Creating custom fields is also a breeze and makes my life a lot easier.

Puntos en contra:

I really don't like the huge gap between a free account and a professional account. They need to increase storage limits AND create a plan between free and professional price points for smaller businesses. This is what really holds me back from doing more with this software, and keeps me in the market for different software constantly.

Jason
Trustee en RU
Gestión de organizaciones sin ánimo de lucro, 11-50 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Stands out from the crowd

5,0 hace 6 años

Comentarios: Having used a number of CRMs, Capsule has stood out as an excellent all round package. The interface is accessible and easy to navigate, whilst the settings are in-depth enough to allow for professional alterations tailored to any particular cause. We are a charity and use it to track our philanthropic relationships, donations and overall workload. One of it's best features is how easy it is to assign and track tasks, and manage multiple shared relationships and communications across a large team. Thanks to Capsule, I know for certain it's helped us to better achieve our goals.

Puntos a favor:

It can be tailored to a significant extent Easy to track relationships and communications Easy to assign and track tasks Nice light easy to navigate interface

Puntos en contra:

It's export functionalities and query are somewhat limited

Prathamesh
Managing Principal en India
Arquitectura y planificación, 2-10 empleados
Ha utilizado el software durante: 1-5 meses
Fuente de la reseña

A complete CRM with Easy to Use and Simplicity.

5,0 hace 2 años

Comentarios: For an Architectural Firm like ours, it is minimalist and not complicated. Workflow is natural and well organized. Fun to work on. It gives a clear big as well as a micro picture of the overall business development efforts.

Puntos a favor:

The ability to plan & track activity for contacts is what attracted me to Capsule CRM. The feature to add Tracks to Leads is a winner! It's clean and clutter-free. It is easy to use and not overwhelming.

Puntos en contra:

The dashboard can show more reports. The activity of Pipeline Track should show up on Dashboard. Should be able to add notes to the reason for Won or Lost Leads.

Respuesta de Zestia

hace 2 años

Hi Prathamesh, Thanks so much for writing a review. We're so glad you're finding Capsule easy-to use. It's always our aim to give our customers a great user experience without compromising on features. As for the dashboard - you're not the first one to ask for more customisation there, so what I've done is added your name against this feature request so if we do develop this we'll let you know. While you can't add notes directly against a won or lost reason you still can add notes to the opportunity if you want to record more details and once the opportunity is closed you can still add tasks for example if you wanted to follow up again at a later date. I know it's not exactly what you were asking for but it could still help to record extra tasks/notes. I hope that helps you out and once again thanks for taking the time to share feedback.

Piers
MD en RU
Edición, 2-10 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Should run our lives

5,0 hace 3 años

Comentarios: We use Capsule as the main database of the organisation-meeting notes as well as the all contact details

Puntos a favor:

We should have automatic opening in the morning for the timing of reminders but ill disciplined we plug into emails first thing!

Puntos en contra:

I think you should refresh your landing page more often and perhaps carry a daily piece of advice or a tip or a reminder of a public anniversary -famous peoples birthday -something that you would ordinarily not know but is a piece of interesting info

Fritz
CEO en Nueva Zelanda
Ocio, viajes y turismo, 2-10 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Great CRM for B2B relations

5,0 hace 4 años

Comentarios: Fantastic. Enter customer data once migrates automatically to xero for invoicing and manages our mailing lists in mail chimp.

Puntos a favor:

Its easy to use free of feature creep that so many CRM suffer from. We are a B2B business and Capsule does everything you want it to do. The support is fantastic and really needs 10 stars not 5. Its easy to configure has all the integrations with Xero and mail chimp we need and its fast.

Puntos en contra:

Some of the fields require opening and saving as opposed to modern just enter fields.

Rebecca
Digital Marketing Manager en RU
Tecnología y servicios de la información, 11-50 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Super helpful!

5,0 hace 2 años

Puntos a favor:

The UI/UX is exactly what we needed! This software brings together our sales and marketing department and shows transparently and where we are in the business - [SENSITIVE CONTENT HIDDEN]

Puntos en contra:

There is nothing that we wish we had or could improve on :-)

Respuesta de Zestia

hace 2 años

Hi Rebecca, Thanks for writing a review - I'll be sure to pass along your positive comments about the UI/UX to our designers.

Matt
CTO en Canadá
Telecomunicaciones, Trabajador autónomo
Ha utilizado el software durante: Prueba gratis
Fuente de la reseña

Great starter CRM for iiduals and small business

5,0 hace 3 años

Comentarios: AS mentioned this is a great CRM to start with and the free version has everything you will need to organize and manage customers, especially if you're a service based business, including SaaS.

Puntos a favor:

This light weight CRM is simple and easy to get started with. As a small business owner or individual this is a great CRM to start with that allows you to import contacts, manage notes and tasks for customers and organize your leads.

Puntos en contra:

The lack of marketing integration such as running campaigns and tracking website visitors, but I would think that will be rolled out in due time, how ever I have had to keep searching for a few missing features to deploy on a larger scale.

Alternativas consideradas: Zoho CRM, Freshdesk y HubSpot CRM

Respuesta de Zestia

hace 3 años

Hi Matt, Chloe here from Capsule. Thanks for your review of Capsule - we're really glad you've found Capsule easy to use and appreciate the points you've made.

Usuario verificado
Usuario de Linkedin verificado
Software informático, 11-50 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

The perfect CRM for start ups and fast growing SMBs

5,0 hace 4 años

Comentarios: Capsule is one of the cornerstones of our sales organisation.

Puntos a favor:

Good value for money, quick setup, reasonably customizable, easy to use. Good integration with G-Mail and Mailchimp.

Puntos en contra:

Bulk editing was a bit weak for a long time, but got massively improved this year (2018). Integration through Zapier with our accounting software Bexio doesn't support our use cases.

Socrates
Account Manager en Filipinas
Propiedad inmobiliaria, 2-10 empleados
Ha utilizado el software durante: 6-12 meses
Fuente de la reseña
Fuente: SoftwareAdvice

Simple, straightforward, and powerful. Great for small teams

4,0 hace 5 años

Comentarios: The clean user interface and calendar tools / follow-up task management features are great to get things organized and your business focused on driving sales.

Puntos a favor:

It's intuitive so getting your team on it and started won't be difficult, even if they're not tech savvy. The layout is clean and straightforward too - helps keep the focus on selling (your initial contact with prospects and the required follow up). Priced fairly too.

Puntos en contra:

If you have a big team, you can probably find other alternatives for what it will end up costing you. The general features are great but once you move into more of the advanced stuff, it can be a headache - those who aren't tech savvy will struggle.