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

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
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

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
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

$20.00/month
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:

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

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
BlinQ

BlinQ

BlinQ Software
Lead Capsule

Lead Capsule

Interactive Lion
QuoteWerks

QuoteWerks

Aspire Technologies, Inc
Quoter

Quoter

Quoter Software

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

Quoting Features

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Integrations

Bookkeeper360
Integrately
Mailchimp
QuickBooks Online
Wufoo
Xero
Zapier
ActiveCampaign
BigCommerce
Chargebee
Deputy
Docubee
Help Scout
Liana Cloud PR & Media
PBXDom
RegFox
Toggl Track
Unbounce
Vbout
Workato

Integrations

Bookkeeper360
Integrately
Mailchimp
QuickBooks Online
Wufoo
Xero
Zapier
ActiveCampaign
BigCommerce
Chargebee
Deputy
Docubee
Help Scout
Liana Cloud PR & Media
PBXDom
RegFox
Toggl Track
Unbounce
Vbout
Workato
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