¿Qué es Capsule?

Capsule es el CRM en línea simple e inteligente. Para desarrollar relaciones más sólidas con los clientes, hacer más ventas y ahorrar tiempo. Capsule organiza contactos, correos electrónicos, actividades y canales de ventas, todo en un solo lugar. Se integra con otras herramientas populares, como G Suite de Google para ofrecer una vista completa de clientes y otros contactos. Cuenta gratuita disponible para hasta 2 usuarios o cuentas pagas a partir de 12 dólares al mes.

¿Quién usa Capsule?

Propietarios de pequeñas empresas que desean organizar mejor sus actividades comerciales y con clientes. Jefes y vicepresidentes de Ventas/Marketing de pequeñas y medianas empresas que buscan una solución de ventas.

¿Dónde se puede implementar Capsule?

Basado en la nube
Entorno local

Sobre el proveedor

  • Zestia
  • Ubicado en Manchester, RU
  • Fundada en 2009

Asistencia de Capsule

  • Chat

Países disponibles

Alemania, Argentina, Australia, Austria, Bolivia y otros 37

Idiomas

inglés

Precios de Capsule

Precio inicial:

18,00 US$/mes
  • Sí, ofrece una prueba gratuita
  • Sí, ofrece una versión gratuita

Capsule dispone de una versión gratuita y ofrece una prueba gratis. La versión de pago de Capsule está disponible a partir de 18,00 US$/mes.

Planes de precios consigue una prueba gratuita

Sobre el proveedor

  • Zestia
  • Ubicado en Manchester, RU
  • Fundada en 2009

Asistencia de Capsule

  • Chat

Países disponibles

Alemania, Argentina, Australia, Austria, Bolivia y otros 37

Idiomas

inglés

Imágenes y vídeos de Capsule

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Funciones de Capsule

  • Acceso móvil
  • Alertas y notificaciones
  • Almacenamiento de documentos
  • Análisis de evolución de ventas
  • Análisis predictivo
  • Análisis visual
  • Automatización de marketing
  • Base de datos de clientes
  • Base de datos de contactos
  • Búsqueda/filtro
  • CRM
  • Campos personalizables
  • Captura de clientes potenciales
  • Comentarios/notas
  • Creación de informes/análisis
  • Cualificación de leads
  • Gestión de actividad de ventas
  • Gestión de archivos
  • Gestión de calendarios
  • Gestión de campañas
  • Gestión de clientes
  • Gestión de clientes potenciales
  • Gestión de contactos
  • Gestión de correo electrónico
  • Gestión de flujos de trabajo
  • Gestión de oportunidades
  • Gestión de tareas
  • Gestión del pipeline
  • Gestión del pipeline de ventas
  • Gestión del territorio
  • Herramientas de colaboración
  • Importación y exportación de datos
  • Informes de ventas
  • Informes personalizables
  • Integraciones de terceros
  • Integración de redes sociales
  • Marketing por correo electrónico
  • Métricas de rendimiento
  • Panel de actividades
  • Panel de comunicaciones
  • Para dispositivos iPad
  • Para pequeñas empresas
  • Para propiedades inmobiliarias
  • Para startups
  • Presupuestos y estimaciones
  • Segmentación
  • Segmentación de clientes potenciales
  • Seguimiento de interacciones
  • Seguimiento de recomendaciones
  • Sistema de calendarios o recordatorios

Alternativas a Capsule

CRM simple, basado en la nube, para realizar una monitorización de los clientes potenciales, las conversaciones, los seguimientos y las tareas que son el sustento de tu negocio.
Impulsa el crecimiento con Sales Cloud 360, una destacada solución de ventas que impulsa la productividad de los representantes en una de las principales plataformas de CRM del mundo.
Freshdesk es un software de servicio al cliente fácil de usar que ayuda a más de 40 000 empresas en todo el mundo a crear muy buenas experiencias para los clientes. Descubre más sobre Freshdesk
Pipedrive es una herramienta de software de CRM fácil de implementar que te ayuda a concentrarte en las actividades que impulsan el cierre de tratos. Descubre más sobre Pipedrive
Software dirigido a pequeñas empresas para administrar clientes potenciales, información de los clientes, historial de contactos y recordatorios y correos electrónicos.
Act! incluye gestión dinámica de ventas y una potente automatización de marketing. Es el paquete definitivo de herramientas para pymes.
monday.com es un sistema operativo de trabajo en la nube en el que los equipos dirigen sus proyectos y trabajos diarios, ya sea en la oficina, desde casa o en cualquier lugar. Descubre más sobre monday.com
Salesforce Essentials es la solución nueva e innovadora para las pequeñas empresas de CRM n.º 1 del mundo.
HubSpot CRM es el CRM 100 % gratuito, flexible e intuitivo que encantará a tu equipo de ventas. Descubre más sobre HubSpot CRM

Opiniones de Capsule

Evaluación media

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

Opiniones por tamaño de empresa (empleados)

  • <50
  • 51-200
  • 201-1.000
  • >1.001

Encontrar opiniones por puntuación

5
62%
4
29%
3
7%
2
1%
1
1%
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 4 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 4 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.

Usuario verificado
Sales and Marketing Manager en EE. UU.
Usuario de Linkedin verificado
Software informático, 11-50 empleados
Ha utilizado el software durante: 6-12 meses
Fuente de la reseña

Features and Format Lacking, Good for the Basics

3,0 hace 4 años

Comentarios: 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.

Puntos a favor:

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.

Puntos en contra:

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.

Jesse
Business Owner en EE. UU.
Medios online, Trabajador autónomo
Ha utilizado el software durante: 6-12 meses
Fuente de la reseña

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

5,0 hace 11 meses

Comentarios: 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.

Puntos a favor:

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.

Puntos en contra:

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.

Alternativas consideradas: Pipedrive, Sendinblue, monday.com y HubSpot CRM

Razones para cambiar a 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.

Respuesta de Zestia

hace 11 meses

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.

Peter
Director en RU
Tecnología y servicios de la información, 2-10 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

wonderful Software for every business

5,0 hace 2 años

Comentarios: The software is simple to use, it has a wide range of tools that you can use. However, the great thing you dont have to use all the features and they are hidden away, so they dont affect your everyday usage. Incredibly for this type of software and all the tools you can access, it is incredibly affordable for personal, small business or large companies. We really love the product

Puntos a favor:

We have used this software for over five years. We used to use act and were reluctant to move to another provider. We moved because we could use the software on all forms of devices, anywhere in the world. The other great feature is that it is so simple to use, you hardly need any training at all

Puntos en contra:

Actually we love it, so we dont really have anything negative to say

Respuesta de Zestia

hace 2 años

Hi Peter, Chloe from Capsule here. Thanks for reviewing us! We're so happy to hear that Capsule has worked out for you!