Capsule

Capsule

Zestia
+
+

Related Products

  • Pipedrive
    12,537 Ratings
    Visit Website
  • Coevera
    753 Ratings
    Visit Website
  • Shape Software
    136 Ratings
    Visit Website
  • Act!
    555 Ratings
    Visit Website
  • SKU Science
    16 Ratings
    Visit Website
  • Planfix
    58 Ratings
    Visit Website
  • Creatio
    589 Ratings
    Visit Website
  • TIMi
    68 Ratings
    Visit Website
  • ShareCRM
    68 Ratings
    Visit Website
  • InfoFlo
    196 Ratings
    Visit Website

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

Sales performance management platform for HubSpot users. Master sales planning and set attainable goals based on your historical HubSpot data. Manage sales capacity efficiently and develop proper hiring calendars to hit your numbers. Employ multiple forecasting models and avoid end-of-quarter surprises. Use what-if scenarios to allocate resources efficiently. Gain actionable sales insights from your HubSpot. Access predefined planning templates, utilize what-if scenarios, and automatically assess goal attainability. Utilize AI and predictive forecasting to gain accurate future sales predictions. Monitor all critical sales performance metrics in real-time. Gain actionable insights on performance gaps (people, process, pipeline) without spending hours analyzing multiple reports. Assess current sales capacity and automatically calculate the needed capacity to attain sales quota. Monitor pipeline development in real-time and spot bottlenecks early.

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

Sales and revenue leaders in need of a solution to increase their sales performance

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

$149 per month
Free Version Not Supported
Free Trial 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 Supported
In Person Not Supported

Company Information

Zestia
Founded: 2009
United Kingdom
www.capsulecrm.com

Company Information

Forecastio
Founded: 2023
United States
forecastio.ai/

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

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

HubSpot CRM Supported
Business Card Reader Supported
CallFire Supported
CallRail Supported
Cloudbeds Supported
Deputy Supported
Freshdesk Supported
HubSpot Data Hub Supported
JustCall Supported
Kindo Supported
LiveChat Supported
Quotient Supported
SendPulse Supported
Teamwork.com Supported
Vonage Communications APIs (Nexmo) Supported
WP Fusion Supported
Zapier Supported
Zendesk Supported
Zoho RPA Supported

Integrations

HubSpot CRM Supported
Business Card Reader Not Supported
CallFire Not Supported
CallRail Not Supported
Cloudbeds Not Supported
Deputy Not Supported
Freshdesk Not Supported
HubSpot Data Hub Not Supported
JustCall Not Supported
Kindo Not Supported
LiveChat Not Supported
Quotient Not Supported
SendPulse Not Supported
Teamwork.com Not Supported
Vonage Communications APIs (Nexmo) Not Supported
WP Fusion Not Supported
Zapier Not Supported
Zendesk Not Supported
Zoho RPA Not Supported
Claim Capsule and update features and information
Claim Capsule and update features and information
Claim Forecastio and update features and information
Claim Forecastio and update features and information