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Description
Smart, simple online CRM. You can build stronger customer relationships, increase sales, and save time. Organize all your customer information in one place. You can track conversations, see the history, and provide more personal experiences. You can tailor your sales pipeline to suit your sales process and spot deals that need your attention or are about to land. With our insightful reports, you can easily identify the activities that have the greatest impact on your sales figures and make better business decisions. You can use Shape Capsule to organize your teams and ensure they only see what they need. Report on their progress and focus their activity. Capsule integrates seamlessly with popular apps such as G Suite and Mailchimp. Capsule Mobile provides caller ID and reminds to save a note in your CRM every time you call. All Capsule features are available on Android and iPhone.
Description
Effective pipeline management in sales hinges on accurate and unbiased data concerning the likelihood of closing specific sales opportunities. The Forecasting Tool is designed to assist your company's sales representatives in their everyday tasks. This tool can be customized to align with your unique sales methodology. Based on the details supplied by the sales team, it computes the relevant probabilities in the background and saves this information within the system. Alongside the order probability, the tool also tracks the date of the last modification, ensuring that all information remains current and reliable. This dual tracking not only enhances decision-making but also promotes accountability among sales personnel.
API Access
Has API
API Access
Has API
Integrations
9Spokes
Cin7 Inventory Management
Facebook
FreshMail
Google Calendar
HappyFox Chat
Inigo
Liana Cloud PR & Media
Refold
RegFox
Integrations
9Spokes
Cin7 Inventory Management
Facebook
FreshMail
Google Calendar
HappyFox Chat
Inigo
Liana Cloud PR & Media
Refold
RegFox
Pricing Details
$18 per user per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Zestia
Founded
2009
Country
United Kingdom
Website
www.capsulecrm.com
Vendor Details
Company Name
IT Vision Technology
Founded
2001
Country
Germany
Website
www.itvt.de/forecastingtool-en.aspx
Product Features
Contact Management
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
CRM
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
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
Sales Forecasting
Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis
Product Features
Sales Forecasting
Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis