En savoir plus sur Capsule

Capsule de Zestia est une application CRM dans le cloud qui permet aux PME de suivre les personnes et les organisations avec lesquelles elles travaillent, ainsi que leurs interactions et opportunités au sein du pipeline de ventes. Capsule fournit également un module de gestion de cas d'assistance pour aider les employés à répondre aux demandes du support client. Les tâches et notifications affectées aux contacts, offres et cas aident les utilisateurs à identifier les tâches à venir par ordre de priorité. Capsule propose de nombreuses options de personnalisation afin de faire correspondre le système aux besoins de différentes entreprises, en comprenant notamment des champs, balises et options d'image de marque personnalisés. La solution permet également aux utilisateurs de définir des processus de vente avec des jalons configurables pour chaque étape du pipeline. Chaque jalon est lié à un critère de réussite utilisé pour générer des prévisions de recettes. Capsule prend en charge les intégrations à une gamme de solutions de pointe pour le support client, l'e-mail marketing, la gestion des documents et la comptabilité. La solution est disponible sur la base d'un abonnement par utilisateur et par mois.
Capsule Logiciel - 1
Capsule Logiciel - 2
Capsule Logiciel - 3
Capsule Logiciel - 4
Capsule Logiciel - 5
Capsule Logiciel - 6
Capsule Logiciel - 1 - aperçu
Capsule Logiciel - 2 - aperçu
Capsule Logiciel - 3 - aperçu
Capsule Logiciel - 4 - aperçu
Capsule Logiciel - 5 - aperçu
Capsule Logiciel - 6 - aperçu

Capsule - Prix

Capsule est disponible en version gratuite et propose un essai gratuit. La version payante de Capsule est disponible à partir de 18,00 $US/mois.

À partir de :
18,00 $US/mois Consulter les tarifs
Version gratuite :
Oui
Version d'essai gratuite :
Oui

Produits similaires à Capsule

Bigin by Zoho CRM

Bigin de Zoho CRM est un CRM (Customer Relationship Management) centré sur le pipeline, conçu et tarifé pour les... En savoir plus

monday.com

monday.com, une plateforme primée de gestion de projet et de collaboration, aide les équipes à planifier et à mettre en... En savoir plus

HubSpot CRM

Grâce à sa plateforme CRM (Customer Relationship Management) cloud, HubSpot CRM permet aux entreprises de toutes... En savoir plus

Sendinblue

SendinBlue est un outil cloud d'e-mail marketing adressé aux entreprises de toutes tailles. Celui-ci offre des... En savoir plus

Salesforce Sales Cloud

Salesforce Sales Cloud est une plateforme CRM (Customer Relationship Management) à la demande qui offre des applications... En savoir plus

Pipedrive

Pipedrive est une solution web de gestion de pipeline et de CRM (Customer Relationship Management) de ventes qui permet... En savoir plus

Capsule - Avis

Évaluation des fonctionnalités

Rapport qualité-prix
4,6
Fonctionnalités
4,3
Simplicité
4,6
Support client
4,5
Jeff
  • Secteur d'activité : Impression
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
4
Simplicité
5
Support client
0

5
Publié le 21/07/2022

One of the applications I run my business on

This is one of three applications that I am in daily. I couldn’t have grown my business without it.

Avantages

I like how you can have separate contacts, organizations, and opportunities but that you can connect them all. Unlike some contact management tools, this gives you a ton of flexibility in tracking interactions and todos.

Inconvénients

I wish there were a way to attach the same individual to multiple organizations. There is a workaround by embedding a URL in the info for each entity, but it would be nice to be able to see an individual and separate out the different communications based on the organization they are involved with.

Réponse de Zestia

Hi there Jeff,

Chloe from Capsule here. Thanks for taking the time to write a review - we really appreciate it. We're so glad to hear Capsule gives you the flexibility you need to track tasks and interactions. We're sorry we don't have better news on attaching the same individual to multiple organisations but we're happy to hear that it's helped you grow your business anyway.

Répondu le 09/08/2022
Jesse
  • Secteur d'activité : Médias en ligne
  • Taille de l'entreprise : Auto-entrepreneur
  • Logiciel utilisé tous les jours pendant 6 à 12 mois
  • Provenance de l'avis
Rapport qualité-prix
4
Fonctionnalités
5
Simplicité
5
Support client
0

5
Publié le 16/12/2021

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

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.

Avantages

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.

Inconvénients

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.

Alternatives envisagées 

Pipedrive, Sendinblue, monday.com et HubSpot CRM

Pourquoi passer à 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.

Réponse de Zestia

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.

Répondu le 11/01/2022
Taryn
  • Secteur d'activité : Gestion d'organisme à but non lucratif
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé Autre pendant 6 à 12 mois
  • Provenance de l'avis
Rapport qualité-prix
4
Fonctionnalités
3
Simplicité
3
Support client
5

3
Publié le 22/09/2020

Not Ideal for a Charity CRM

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

Avantages

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.

Inconvénients

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

Réponse de Zestia

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!

Répondu le 01/10/2020
Peter
  • Secteur d'activité : Services et technologies de l'information
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
5
Simplicité
5
Support client
5

5
Publié le 20/11/2020

wonderful Software for every business

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

Avantages

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

Inconvénients

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

Réponse de Zestia

Hi Peter,

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

Répondu le 24/11/2020
REBECCA
  • Secteur d'activité : Immobilier
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé tous les jours pendant 6 à 12 mois
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
5
Simplicité
5
Support client
5

5
Publié le 24/09/2020

Capsule Review

Avantages

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.

Inconvénients

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! :-)

Alternatives envisagées 

Zoho CRM et HubSpot CRM

Pourquoi passer à Capsule

it worked better for our requirements, customer support was personal and significantly better and the price was better.

Réponse de 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.

Répondu le 16/10/2020

Catégories connexes