¿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.

¿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.

Información sobre Capsule

Zestia

http://www.capsulecrm.com/

Fundada en 2009

Resumen de precios de Capsule

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.

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Precio inicial

18,00 US$/mes
Ver precios

Versión gratuita

Prueba gratis

Implementación

En la nube, SaaS, web

Móvil: nativo de iOS

Móvil: nativo de Android

Formación

Documentación

Asistencia

Horas laborables

En línea

Funciones de Capsule

  • Búsqueda de clientes potenciales
  • Captura de clientes potenciales
  • Distribución de clientes potenciales
  • Evaluación de clientes potenciales
  • Generación de clientes potenciales
  • Gestión de campañas
  • Gestión del pipeline
  • Segmentación de clientes potenciales
  • Seguimiento de fuentes
  • Seguimiento de interacciones

Lista completa de Herramientas de administración de leads

  • Acceso móvil
  • Almacenamiento de documentos
  • Evaluación de clientes potenciales
  • Generación de clientes potenciales
  • Gestión de tareas
  • Gestión del territorio
  • Integración de automatización de marketing
  • Integración de chat interno
  • Integración de redes sociales
  • Marketing por correo electrónico
  • Presupuestos y ofertas
  • Segmentación
  • Sistema de calendarios o recordatorios

Lista completa de Software CRM

  • Análisis de atención al cliente
  • Búsqueda
  • Catalogación y categorización
  • Chat en vivo
  • Control de respuestas por correo electrónico
  • Gestión del conocimiento
  • Métricas de rendimiento
  • Portal de autoservicio
  • Seguimiento de asistencia al cliente

Lista completa de Software CRM online

  • Almacenamiento de documentos
  • Chat en vivo
  • Escaneado de tarjetas de visita y de identificación
  • Evaluación de clientes potenciales
  • Gestión de tareas
  • Gestión del territorio
  • Integración de automatización de marketing
  • Integración de redes sociales
  • Presupuestos y ofertas
  • Previsión
  • Segmentación
  • Sistema de calendarios o recordatorios

Lista completa de Software CRM para pequeñas empresas

  • Análisis de competidores
  • Análisis de correlaciones
  • Análisis de evolución de ventas
  • Análisis estadístico
  • Creación de informes de excepción
  • Modelado dinámico
  • Modelado y simulación
  • Métricas de rendimiento
  • Panel de comunicaciones
  • Presentación gráfica de datos

Lista completa de Software para pronóstico de ventas

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Opiniones de Capsule

Read all reviews

Overall rating

4,5/5

Average score

Facilidad de uso 4,6
Atención al cliente 4,4
Funcionalidades 4,2
Relación calidad-precio 4,5

Review software

Share your experiences with other software buyers.

¡Escribe una reseña!
Guy G.
Director
Salud, bienestar y deporte, 2-10 empleados
Ha utilizado el software durante: Más de dos años
  • Valoración global
    5 /5
  • Facilidad de uso
    4 /5
  • Funcionalidades
    4 /5
  • Asistencia técnica
    Sin valoración
  • Relación calidad-precio
    5 /5
  • Probabilidad de recomendación
    10/10
  • Fuente de la reseña 
  • Publicado el 7/12/2019

"Great CRM for Contacts, Tasks, Opportunities and pipelines"

Comentarios: Really good Customer, Prospect and Lead management solution
Reminder to contact
Management of team tasks, and assignment to team members

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

Contras: 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!

  • Fuente de la reseña 
  • Publicado el 7/12/2019
Dave S.
Research and Product Development
Formación profesional y coaching, Trabajador autónomo
Ha utilizado el software durante: Más de dos años
  • Valoración global
    5 /5
  • Facilidad de uso
    5 /5
  • Funcionalidades
    4 /5
  • Asistencia técnica
    4 /5
  • Relación calidad-precio
    5 /5
  • Probabilidad de recomendación
    10/10
  • Fuente de la reseña 
  • Publicado el 7/9/2020

"Simple and Functional"

Comentarios: 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.

Puntos a favor: It is incredibly easy to set up, very simple to use and I like it's integration with Xero.

Contras: Sending email from the system get stored in dropbox, not ideal if you don't use dropbox

Respuesta de proveedores

por Zestia el 14/9/2020

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.

  • Fuente de la reseña 
  • Publicado el 7/9/2020
Usuario verificado
Sales and Marketing Manager
Software informático, 11-50 empleados
Ha utilizado el software durante: 6-12 meses
  • Valoración global
    3 /5
  • Facilidad de uso
    3 /5
  • Funcionalidades
    3 /5
  • Asistencia técnica
    Sin valoración
  • Relación calidad-precio
    Sin valoración
  • Probabilidad de recomendación
    3/10
  • Fuente de la reseña 
  • Publicado el 7/9/2018

"Features and Format Lacking, Good for the Basics"

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.

Contras: 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.

  • Fuente de la reseña 
  • Publicado el 7/9/2018
Rebecca H.
Director
Propiedad inmobiliaria, 2-10 empleados
Ha utilizado el software durante: 6-12 meses
  • Valoración global
    5 /5
  • Facilidad de uso
    5 /5
  • Funcionalidades
    5 /5
  • Asistencia técnica
    5 /5
  • Relación calidad-precio
    5 /5
  • Probabilidad de recomendación
    10/10
  • Fuente de la reseña 
  • Publicado el 24/9/2020

"Capsule Review"

Puntos a favor: 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.

Contras: 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! :-)

Respuesta de proveedores

por Zestia el 16/10/2020

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.

  • Fuente de la reseña 
  • Publicado el 24/9/2020
David W.
Director
Formación profesional y coaching, 11-50 empleados
Ha utilizado el software durante: Más de un año
  • Valoración global
    4 /5
  • Facilidad de uso
    3 /5
  • Funcionalidades
    3 /5
  • Asistencia técnica
    4 /5
  • Relación calidad-precio
    3 /5
  • Probabilidad de recomendación
    6/10
  • Fuente de la reseña 
  • Publicado el 26/11/2019

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

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

Contras: 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

  • Fuente de la reseña 
  • Publicado el 26/11/2019