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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

Effortlessly record phone conversations and keep track of your leads while on the move. Increase your customer base with an all-encompassing CRM designed specifically for small enterprises. Leader seamlessly integrates with your phone calls, calendar, and messaging systems, enhancing your business interactions through valuable data, automation, and essential work tools. Each call is automatically logged and paired with the caller’s name, social media profiles, job titles, and additional information. You can effortlessly create tasks, jot down notes, set reminders, and configure auto-replies using your personalized digital business card. Accelerate your sales processes by sending price proposals and converting more leads into customers. Gain insights from online data regarding your callers, including their work experience, educational background, and social connections. Uncover vital company information that can significantly impact your sales success. Prioritize the data that foster meaningful relationships with your clientele while ensuring you remain informed about their professional journeys and connections. This comprehensive approach not only streamlines your efforts but also empowers you to make informed decisions that drive business growth.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Facebook Yes 
X (Twitter) Yes 
ActiveDEMAND Yes 
BigCommerce Yes 
Docubee Yes 
Eventbrite Yes 
Fluttermail Yes 
Formstack Yes 
GetResponse Yes 
Google Workspace Yes 
Gravity Forms Yes 
Hippo Yes 
Microsoft Outlook Yes 
Proposable Yes 
Refold Yes 
Smith.ai Yes 
WP Fusion Yes 
Zapier Yes 

Integrations

Facebook Yes 
X (Twitter) Yes 
ActiveDEMAND No 
BigCommerce No 
Docubee No 
Eventbrite No 
Fluttermail No 
Formstack No 
GetResponse No 
Google Workspace No 
Gravity Forms No 
Hippo No 
Microsoft Outlook No 
Proposable No 
Refold No 
Smith.ai No 
WP Fusion No 
Zapier No 

Pricing Details

$18 per user per month
Professional Plan: $18 per user per month
Teams Plan: $36 per user per month
Free Trial Yes 
Free Version Yes 

Pricing Details

Free
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Zestia

Founded

2009

Country

United Kingdom

Website

www.capsulecrm.com

Vendor Details

Company Name

Leader

Country

Israel

Website

leader.net/crm/

Product Features

Contact Management

Activity Management Yes 
Appointment Management Yes 
Contact Database Yes 
Contact History Yes 
Contact Import/Export Yes 
Customer Pipeline Yes 
Email Marketing No 
Group Management No 
Interaction Tracking Yes 
Lead Management Yes 
Prospecting Tools No 
Sales Pipeline Management Yes 
Search / Filter No 
Segmentation No 
Shared Contacts No 
Social Media Integration No 

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

Lead Management

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

Sales Forecasting

Competitor Analysis No 
Correlation Analysis No 
Dashboard Yes 
Dynamic Modeling No 
Exception Reporting No 
Graphical Data Presentation Yes 
Modeling & Simulation No 
Performance Metrics Yes 
Sales Trend Analysis Yes 
Statistical Analysis No 

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

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