Capsule

Capsule

Zestia
+
+

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About

The smart simple online CRM. Build stronger customer relationships, make more sales and save time. Be more organized with your customer information in one place. Easily track conversations, know the history and deliver more personal experiences. Feel in control of your sales as you tailor your pipeline to match your sales process and easily spot the deals in need of attention and those about to land. Make more informed business decisions as you easily spot the activities having the most impact on your sales figures with our insightful reports. Shape Capsule around your teams so they only see the information they need. Focus their activity and report on their progress. Capsule works seamlessly with popular applications such as G Suite, Mailchimp, Xero and many more. With caller ID and a reminder to make a note in your CRM after a call, Capsule Mobile keeps you organized wherever you are. Access all of Capsule on Android and iPhone.

About

Capsule is an enrollment and billing software solution designed to enhance product offerings for Third-Party Administrators (TPAs), insurance carriers, and associations. Developed by MPB Solutions LLC, Capsule utilizes the latest tools in software development technology to lead the way in enrollment and consolidated billing and remittance. The system produces client invoices for various insurance premiums based on enrollment data combined with business logic tailored to billing administration needs. It is engineered to be reliable, accurate, and user-friendly. The core code behind Capsule has been operational for nearly seven years, generating over 1,000 invoices monthly and facilitating services for nearly 80,000 employees and dependents, demonstrating its dependability with minimal invoice corrections or downtime. The platform features a new front end designed to significantly reduce user interaction during the monthly billing process.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Businesses searching for a solution to improve their customer services and increase sales

Audience

Employee benefits administrators looking for a solution to streamline their enrollment and billing processes

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$18 per user per month
Professional Plan: $18 per user per month
Teams Plan: $36 per user per month
Free Version Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 4.0 / 5
ease 4.0 / 5
features 3.0 / 5
design 3.0 / 5
support 3.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Pros & Cons from Real Users

Pros

  • This CRM is a very user friendly and easy software to learn. One of the best features is the feature called "tracks" that helps in setting up a path or flow of tasks to be done while working on a lead. It also offers good integration support. Also it is fairly inexpensive.

Cons

  • The UI is pretty basic and doesn't have all the features you might be used to seeing on more complex (and more expensive) CRMs, for instances there is no live-chat feature.

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Zestia
Founded: 2009
United Kingdom
www.capsulecrm.com

Company Information

Capsule
United States
mpb-solutions.com/home/why-capsule/

Alternatives

Alternatives

Clatos CRM

Clatos CRM

Dunes Factory
Lead Capsule

Lead Capsule

Interactive Lion

Categories

Contact Management Supported
CRM Supported
Lead Management Supported
Sales Forecasting Supported

Categories

Insurance Billing Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Not Supported
Lead Scoring Not Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Supported

Contact Management Features

Activity Management Supported
Appointment Management Supported
Contact Database Supported
Contact History Supported
Contact Import/Export Supported
Customer Pipeline Supported
Email Marketing Not Supported
Group Management Not Supported
Interaction Tracking Supported
Lead Management Supported
Prospecting Tools Not Supported
Sales Pipeline Management Supported
Search / Filter Not Supported
Segmentation Not Supported
Shared Contacts Not Supported
Social Media Integration Not Supported

Lead Management Features

Activity Tracking Supported
Campaign Management Supported
Lead Capture Supported
Lead Distribution Supported
Lead Nurturing Supported
Lead Scoring Supported
Lead Segmentation Supported
Pipeline Management Supported
Prospecting Tools Supported
Source Tracking Supported

Sales Forecasting Features

Competitor Analysis Not Supported
Correlation Analysis Not Supported
Dashboard Supported
Dynamic Modeling Not Supported
Exception Reporting Not Supported
Graphical Data Presentation Supported
Modeling & Simulation Not Supported
Performance Metrics Supported
Sales Trend Analysis Supported
Statistical Analysis Not Supported

Integrations

Basecamp Supported
Better Proposals Supported
Chargebee Supported
Cin7 Inventory Management Supported
Facebook Supported
Force24 Supported
Haystack Supported
Lead411 Supported
Mad Mimi Supported
Maxio Supported
Process Street Supported
Quotient Supported
Refold Supported
Replyify Supported
Saay Supported
TidyEnterprise Supported
Vonage Communications APIs (Nexmo) Supported
WP Fusion Supported
Xero Supported
monday AI work platform Supported

Integrations

Basecamp Not Supported
Better Proposals Not Supported
Chargebee Not Supported
Cin7 Inventory Management Not Supported
Facebook Not Supported
Force24 Not Supported
Haystack Not Supported
Lead411 Not Supported
Mad Mimi Not Supported
Maxio Not Supported
Process Street Not Supported
Quotient Not Supported
Refold Not Supported
Replyify Not Supported
Saay Not Supported
TidyEnterprise Not Supported
Vonage Communications APIs (Nexmo) Not Supported
WP Fusion Not Supported
Xero Not Supported
monday AI work platform Not Supported
Claim Capsule and update features and information
Claim Capsule and update features and information
Claim Capsule and update features and information
Claim Capsule and update features and information