Capsule

Capsule

Zestia
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+

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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

Use Google Workspace? Then you should use Copper. Copper is the easy-to-use CRM that's designed for and recommended by Google. Want to be more organized and productive? Try it now.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

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

Audience

Small and medium-sized businesses looking for an easy to use CRM that automates repetitive tasks and integrates with the tools they already use (like Gmail, Mailchimp, and Slack).

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

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
Free Trial

Pricing

$9 per user per month
Starter - $9 per user per month paid annually
Basic - $23 per user per month paid annually
Professional - $59 per user per month paid annually
Business - $99 per user per month paid annually

Prices above are with annual billing.
Free Version
Free Trial

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 5.0 / 5
ease 4.7 / 5
features 5.0 / 5
design 4.3 / 5
support 4.7 / 5

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.

Pros & Cons from Real Users

Pros

  • The onboarding process is smooth and seamless. The user interface is very appealing. I liked being able to carry out different actions in sales and marketing on the same screen. Dynamic lead approach methods. Analytics are accurate. Offers the best pipeline management for sales.
  • Our organization has improved a lot in terms of project management from the use of Copper; I like how it allows us to automate data entry to have better control over the data in our ongoing projects and its integration with different tools. Without a doubt, Copper has been an ideal CRM solution for our team to successfully and controllably accomplish our tasks and projects, highly recommended.
  • #1- Cooper is an intuitive and automated Customer Relationship Management platform. #2- It works automated and allows us to focus on sales. #3- G Suite integrations are great.

Cons

  • Never faced any major problems while using this platform.
  • Its cost and lack of customization for some features, but the operation has been correct despite the latter.
  • #1- We had an overall positive experience with it.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Zestia
Founded: 2009
United Kingdom
www.capsulecrm.com

Company Information

Copper
Founded: 2013
United States
www.copper.com

Alternatives

Alternatives

Clatos CRM

Clatos CRM

Dunes Factory
monday CRM

monday CRM

monday.com
Maximizer CRM

Maximizer CRM

Maximizer Software
Lead Capsule

Lead Capsule

Interactive Lion

Categories

Categories

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Contact Management Features

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

Lead Management Features

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

Sales Forecasting Features

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Contact Management Features

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

Lead Management Features

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

Customer Success Features

Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis

Inside Sales Features

Auto-Dialing
Call List Management
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management

Sales Enablement Features

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Force Automation Features

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Integrations

Configure One Cloud
Desktop.com
Exopen
Facebook
Gmail
Google Contacts
Google Workspace
Gravity Forms
JustCall
Kindo
Lighthouse
Mailchimp
Refold
Slack
Trello
Truto
WP Fusion
Wufoo
Zendesk
monday AI work platform

Integrations

Configure One Cloud
Desktop.com
Exopen
Facebook
Gmail
Google Contacts
Google Workspace
Gravity Forms
JustCall
Kindo
Lighthouse
Mailchimp
Refold
Slack
Trello
Truto
WP Fusion
Wufoo
Zendesk
monday AI work platform
Claim Capsule and update features and information
Claim Capsule and update features and information
Claim Copper and update features and information
Claim Copper and update features and information