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

OnePageCRM is the 1st action-focused sales CRM. It helps small and medium-sized businesses take control of their sales, focus on what needs to be done next, follow up with every lead, and close more deals, one sales action at a time. Main features: - Next Action sales: action every generated lead - Log calls, notes, and deals. All you need to close a deal is on one scrollable page - Email integration: send personalized emails in bulk, use custom templates, track email opens, and manage all sales communications from one tab - Manage deals with pipelines and send quotes in seconds - Save time with smart sales automation features - Use our Browser Extension and Web Forms to easily capture leads - Custom reports and Live KPIs Dashboard - Native iOS and Android mobile apps - Integrate with your favorite apps like Gmail & Outlook365, Mailchimp, WhatsApp, Wufoo, Xero, Help Scout, Evernote, Zapier, and more! - World-class support: email, phone & chat

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 business

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

$9.95 per user/month
Professional Plan

$15 per user/month
or
$9.95 per user/month in the annual plan (4 MONTHS FREE)

Business Plan

$ 29 per user/month
or
$19.95 per user/month in the annual plan (4 MONTHS FREE)
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 4.9 / 5
ease 4.7 / 5
features 4.7 / 5
design 4.7 / 5
support 4.9 / 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

  • OnePageCRM is the first CRM system I have ever used. Fortunately it was easy to set up and use so it became an essential tool very quickly.
  • Everything is super user friendly while being super useful. The pipeline gives an amazing boost to reach the objective of the month. The pipeline and the action stream are all you need!
  • It is seriously just a single page to see your entire day in a glance. Other programs (I have tried) seem to want to get too detailed and time-consuming. I have used this program at least 3 different times over the years in companies I have started or worked for. Learning it is easy.
  • it is easy to use as well as having powerful functionality. What is great is that they actually listen to feedback and it is great to see your ideas sometimes becoming reality. The PC version is perfect and the mobile app has most of the same functionality. it is a fair bit cheaper than their competitors, I initially thought "well you get what you pay for" so it mustn't be very good. How wrong I was. It is much more simple to use than the other bigger brand names I tried out.
  • The functionality is awesome is simply awesome at this price point and they provide 5* support! You won’t have to deal with long response times, arrogant representatives or impersonal advise. They genuinely care about their customers.

Cons

  • Unfortunately, OnePageCRM is not available in France! What a pity for such an easy to use solution :(
  • Nothing. I like all the aspects. I nothing to say.
  • None for my usages. It fits my needs. Lots of training videos both live and stored.
  • Nothing really. One con, until recently, was that you couldn't easily link 2 clients. You could link them by organisation but because my clients are consumers not businesses, this was not ideal. So I had to make a makeshift solution to solve this. 2 weeks ago they rectified it. Hurray!
  • Cannot think of any. They are constantly developing and listening yo user feedback. Plus anytime I had some concerns their support have been outstanding.

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

OnePageCRM
Founded: 2010
Ireland
www.onepagecrm.com

Alternatives

Alternatives

Clatos CRM

Clatos CRM

Dunes Factory
Lead Capsule

Lead Capsule

Interactive Lion
CentraHub CRM

CentraHub CRM

CentraHub

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

Healthcare CRM Features

Audience Targeting
Campaign Management
Marketing Automation
Medical History Records
Patient Communications
Patient Management
Physician Management
Predictive Analytics

Lead Capture Features

Business Card / Badge Scanning
Dashboard
Data Extraction
Lead Distribution
Lead Notifications
Lead Nurturing
Lead Qualification
Lead Scoring
Online Forms

Real Estate CRM Features

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

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 Engagement Features

Call Scripts / Call Steps
CRM Integration
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Search
Task Management
Templates
Workflow 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

Desktop.com
Facebook
Formstack
Formstack Documents
Gmail
Google Calendar
Google Contacts
HubSpot Operations Hub
JustCall
Kixie PowerCall & SMS
Mailchimp
Microsoft Outlook
NUACOM
PBXDom
Shift
Teamstack
Unbounce
X (Twitter)
Xero
Zapier

Integrations

Desktop.com
Facebook
Formstack
Formstack Documents
Gmail
Google Calendar
Google Contacts
HubSpot Operations Hub
JustCall
Kixie PowerCall & SMS
Mailchimp
Microsoft Outlook
NUACOM
PBXDom
Shift
Teamstack
Unbounce
X (Twitter)
Xero
Zapier
Claim Capsule and update features and information
Claim Capsule and update features and information
Claim OnePageCRM and update features and information
Claim OnePageCRM and update features and information