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

Cenario helps startup founders and business owners with managing cashflow and finances with ease through machine learning. Analyze, simulate and plan scenarios with real-time data to help you grow your business. We're a passionate team of experienced entrepreneurs & creators building a product to help businesses know their numbers, make better decisions and go on to succeed. When it comes to building product, our absolute core focus is on delivering an amazing customer experience. We're proud as a team with our ability to build out features and product capabilities users love. Focus on making better data-informed decisions for growth. We make your next eCommerce decision simple by finding patterns in your numbers to financially story tell tomorrow. In seconds you can connect every marketing and outreach data point available to you. Focus on what matters most and with everything meshed into a single data source.

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

Startup founders and business owners looking for a SaaS solution to manage cashflow and finances through machine learning

Support

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

Support

Phone Support 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

$29 per month
Billed annually
Free Version 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:

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

Company Information

Zestia
Founded: 2009
United Kingdom
www.capsulecrm.com

Company Information

Cenario
Founded: 2019
Australia
www.cenario.co

Alternatives

Alternatives

Clatos CRM

Clatos CRM

Dunes Factory
Lead Capsule

Lead Capsule

Interactive Lion
Finmark

Finmark

BILL

Categories

Contact Management Supported
CRM Supported
Lead Management Supported
Sales Forecasting Supported

Categories

Budgeting Supported
Sales Forecasting 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

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

Integrations

Facebook Supported
QuickBooks Online Supported
Xero Supported
Basecamp Supported
Cin7 Inventory Management Supported
Configure One Cloud Supported
Constant Contact Supported
Gravity Forms Supported
Jotform Supported
Kixie PowerCall & SMS Supported
LeadsBridge Supported
Microsoft 365 Supported
Minoa Supported
OmniFocus Supported
Process Street Supported
Proposable Supported
RegFox Supported
Toggl Track Supported
WP-Chatbot Supported
X (Twitter) Supported

Integrations

Facebook Supported
QuickBooks Online Supported
Xero Supported
Basecamp Not Supported
Cin7 Inventory Management Not Supported
Configure One Cloud Not Supported
Constant Contact Not Supported
Gravity Forms Not Supported
Jotform Not Supported
Kixie PowerCall & SMS Not Supported
LeadsBridge Not Supported
Microsoft 365 Not Supported
Minoa Not Supported
OmniFocus Not Supported
Process Street Not Supported
Proposable Not Supported
RegFox Not Supported
Toggl Track Not Supported
WP-Chatbot Not Supported
X (Twitter) Not Supported
Claim Capsule and update features and information
Claim Capsule and update features and information
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