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ease
features
design
support

Average Ratings 0 Ratings

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ease
features
design
support

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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

Are you able to recall the names of your friends' children? Can you easily remember your brother's wedding anniversary? How about the last conversation you had with your grandmother? Monica offers a straightforward way to record all of this information so you can strengthen your connections with friends, family, and partners. The more details you input into Monica, the better your memory will be for those important dates and names. With its user-friendly design, Monica allows you to keep track of everything you cherish about your loved ones. Additionally, being an open-source project means that its code is accessible and has been examined by a large community of contributors. This level of openness not only enhances the application's security but also provides reassurance about the handling of your data, as we do nothing with it but keep it safe. By using Monica, you can cultivate deeper relationships while ensuring your information remains secure.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Acuity Scheduling
BigMarker
Business Card Reader
Databox
Exopen
Google Calendar
HubSpot CRM
KashFlow
Kindo
Ninja Forms
QuickBooks Online
QuickMail
Quote Roller
RealScout
Sales Robots
TidyBuild
Truto
Vision Helpdesk
X (Twitter)
Yay

Integrations

Acuity Scheduling
BigMarker
Business Card Reader
Databox
Exopen
Google Calendar
HubSpot CRM
KashFlow
Kindo
Ninja Forms
QuickBooks Online
QuickMail
Quote Roller
RealScout
Sales Robots
TidyBuild
Truto
Vision Helpdesk
X (Twitter)
Yay

Pricing Details

$18 per user per month
Free Trial
Free Version

Pricing Details

$9 per month
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

Monica

Country

Canada

Website

www.monicahq.com

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

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

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