CapsuleZestia
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Related Products
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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.
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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.
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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
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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
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Audience
Businesses searching for a solution to improve their customer services and increase sales
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Audience
Employee benefits administrators looking for a solution to streamline their enrollment and billing processes
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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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
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Pros & Cons from Real UsersPros
Cons
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationZestia
Founded: 2009
United Kingdom
www.capsulecrm.com
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Company InformationCapsule
United States
mpb-solutions.com/home/why-capsule/
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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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
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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
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