Average Ratings 1 Rating
Average Ratings 0 Ratings
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
Enhance your forecasting precision, boost win rates, and minimize turnover among sales personnel. The ultimate solution for your sales team integrates CRM, benchmarking, analytics, competitive SWOT analysis, sales strategies, action plans, and much more! You can effectively assess your opportunities and contacts through a straightforward scoring mechanism. This will allow you to swiftly evaluate the progress of your opportunities, the buying committee, the utilization of your sales team, and your win/loss ratio. Additionally, you can easily apply and keep track of the strengths, weaknesses, opportunities, and threats (SWOT) of your competitors. By answering a series of targeted questions about the current opportunity, an appropriate strategy will be unveiled along with coaching insights. You can also compile a comprehensive list of actions to undertake with your prospects and secure their agreement on the steps necessary to finalize the deal. This proven methodology not only helps to unstick deals but also uncovers the interest level of your prospects, ultimately leading to more successful outcomes. With these tools at your disposal, your sales organization can achieve a more streamlined and effective approach to closing deals.
API Access
Has API
No
API Access
Has API
No
Integrations
Better Proposals
Yes
CallFire
Yes
CallRail
Yes
Cloudbeds
Yes
Deputy
Yes
HappyFox Chat
Yes
Hippo
Yes
Integrately
Yes
Jotform
Yes
KashFlow
Yes
Integrations
Better Proposals
No
CallFire
No
CallRail
No
Cloudbeds
No
Deputy
No
HappyFox Chat
No
Hippo
No
Integrately
No
Jotform
No
KashFlow
No
Pricing Details
$18 per user per month
Professional Plan: $18 per user per month
Teams Plan: $36 per user per month
Teams Plan: $36 per user per month
Free Trial
Yes
Free Version
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
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
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Zestia
Founded
2009
Country
United Kingdom
Website
www.capsulecrm.com
Vendor Details
Company Name
Winning Sales Plan
Founded
2009
Country
United States
Website
www.winningsalesplan.com
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
Lead Management
Activity Tracking
No
Campaign Management
No
Lead Capture
No
Lead Distribution
No
Lead Nurturing
No
Lead Scoring
Yes
Lead Segmentation
No
Pipeline Management
Yes
Prospecting Tools
No
Source Tracking
Yes
Sales Coaching
Assessments
Yes
Audio / Video Conferencing
No
Built-In Course Authoring
No
Call Recording
Yes
Gamification
No
Goal Setting / Tracking
Yes
Learning Plans
Yes
Onboarding
Yes
Performance Metrics
Yes
Sales Forecasting
Competitor Analysis
Yes
Correlation Analysis
No
Dashboard
Yes
Dynamic Modeling
Yes
Exception Reporting
Yes
Graphical Data Presentation
Yes
Modeling & Simulation
Yes
Performance Metrics
Yes
Sales Trend Analysis
Yes
Statistical Analysis
Yes
Sales Intelligence
CRM Integration
Yes
Data Cleaning
No
Data Enrichment
No
Data Import/Export
No
Data Mining
No
Data Verification
No
Email Integration
No
Lead Scoring
Yes
List Building
No
Performance Management
Yes
Pipeline Management
Yes
Predictive Modeling/Analytics
No
Prospecting Tools
No
Reporting/Analytics
Yes
Sales Forecasting
No
Sales Tracking
Activity Dashboard
No
Alerts / Notifications
No
Appointment Scheduling
No
Call Logging
No
Comments / Notes
No
Custom Reports
No
Document Management
No
Email Templates
No
Interaction Tracking
No
Lead Management
No
Lead Scoring
No
Pipeline Management
No
Reporting / Analytics
No
Task Management
No