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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

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 

Screenshots View All

Screenshots View All

Integrations

Better Proposals Yes 
CallFire Yes 
CallRail Yes 
Cloudbeds Yes 
Deputy Yes 
HappyFox Chat Yes 
Hippo Yes 
Integrately Yes 
Jotform Yes 
KashFlow Yes 
Kindo Yes 
Lead411 Yes 
Make Yes 
Quote Roller Yes 
Sales Robots Yes 
Tidio Yes 
Unbounce Yes 
Yay Yes 
Zoho Flow Yes 
monday AI work platform Yes 

Integrations

Better Proposals No 
CallFire No 
CallRail No 
Cloudbeds No 
Deputy No 
HappyFox Chat No 
Hippo No 
Integrately No 
Jotform No 
KashFlow No 
Kindo No 
Lead411 No 
Make No 
Quote Roller No 
Sales Robots No 
Tidio No 
Unbounce No 
Yay No 
Zoho Flow No 
monday AI work platform 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

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 

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