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

Quotient is a sophisticated and intuitive online quote creation and management software solution that enables users to create, send, and manage quotes seamlessly. Available on the Mac, iPhone/iPad, and Windows and 100% secure, this application makes the quote creation process more efficient with its robust features that include acceptance confirmation emails, quote templates, private notes to quotes (for in-house use), one-click online quote acceptance, and more. Quotient can also be integrated with Xero, Zapier, Insightly, QuickBooks Online, Capsule, MailChimp, and Highrise.

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

Quotient caters to small businesses and individuals who require a robust system for creating professional quotes and managing them all in one centralized location.

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

$20.00/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 Supported
Live Online Supported
In Person Not Supported

Company Information

Zestia
Founded: 2009
United Kingdom
www.capsulecrm.com

Company Information

Quotient
Founded: 2012
New Zealand
quotientapp.com

Alternatives

Alternatives

Clatos CRM

Clatos CRM

Dunes Factory
Lead Capsule

Lead Capsule

Interactive Lion
QuoteWerks

QuoteWerks

Aspire Technologies, Inc
Quoter

Quoter

Quoter Software

Categories

Contact Management Supported
CRM Supported
Lead Management Supported
Sales Forecasting Supported

Categories

Quoting 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

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

Quoting Features

Automated Quoting Supported
Catalog Management Supported
Client Portal Supported
Contact Management Supported
Customer Accounts Not Supported
Customizable Branding Supported
Discount Management Supported
Forms Creation Not Supported
Pricing Management Supported
Product Configurator Not Supported
Proposal Management Supported

Integrations

Bookkeeper360 Supported
Integrately Supported
Mailchimp Supported
QuickBooks Online Supported
Wufoo Supported
Xero Supported
Zapier Supported
Bitium Supported
Cin7 Inventory Management Supported
Cyfe Supported
GetResponse Supported
HubSpot Data Hub Supported
Liana Cloud PR & Media Supported
OfficeRnD Hybrid Supported
PBXDom Supported
QuickBooks Online Advanced Not Supported
QuickMail Supported
RegFox Supported
Zoho RPA Supported
servis.ai Not Supported

Integrations

Bookkeeper360 Supported
Integrately Supported
Mailchimp Supported
QuickBooks Online Supported
Wufoo Supported
Xero Supported
Zapier Supported
Bitium Not Supported
Cin7 Inventory Management Not Supported
Cyfe Not Supported
GetResponse Not Supported
HubSpot Data Hub Not Supported
Liana Cloud PR & Media Not Supported
OfficeRnD Hybrid Not Supported
PBXDom Not Supported
QuickBooks Online Advanced Supported
QuickMail Not Supported
RegFox Not Supported
Zoho RPA Not Supported
servis.ai Supported
Claim Capsule and update features and information
Claim Capsule and update features and information
Claim Quotient and update features and information
Claim Quotient and update features and information