Capsule

Capsule

Zestia
Orgzit

Orgzit

P3Infotech Solutions
+
+

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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

We streamline Sales, Quotation, Service, and Finance by moving from scattered spreadsheets to a uniform centralized application. We help you to save time and stay informed. Get all information about the sales process in one place, customers, Opportunities, Quotations, Orders, Invoices, Service Tasks, and anything else you need. We help you to improve communication horizontally and vertically. We provide sales managers, sales reps, estimators, finance, and service reps a solid place to communicate about the sales process. The CRM software for sales reps provides complete information and a seamless transition. Increase employee productivity and communication by consolidating information on a single tool. Track all information about a customer in one place without compromising on data security and ease of use. Don't let a traditional enterprise CRM stop you from improving your sales process because of complex and expensive configurations.

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

An all-in-one CRM system for manufacturer reps and distributors

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

No information available.
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 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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Zestia
Founded: 2009
United Kingdom
www.capsulecrm.com

Company Information

P3Infotech Solutions
Founded: 2016
India
www.orgzit.com

Alternatives

Alternatives

Clatos CRM

Clatos CRM

Dunes Factory
Conga CPQ

Conga CPQ

Conga
XaitCPQ

XaitCPQ

Xait
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

Lead Management Features

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

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

Sales Forecasting Features

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

Integrations

ActiveCampaign
Basecamp
CallRail
ClickDesk
Egnyte
Emma
Freshdesk
Google Calendar
Hippo
Integrately
Lighthouse
MailerLite
Maxio
OfficeRnD Flex
QuickBooks Online
SurveyMethods
Teamstack
Tidio
Vision Helpdesk
X (Twitter)

Integrations

ActiveCampaign
Basecamp
CallRail
ClickDesk
Egnyte
Emma
Freshdesk
Google Calendar
Hippo
Integrately
Lighthouse
MailerLite
Maxio
OfficeRnD Flex
QuickBooks Online
SurveyMethods
Teamstack
Tidio
Vision Helpdesk
X (Twitter)
Claim Capsule and update features and information
Claim Capsule and update features and information
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Claim Orgzit and update features and information