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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

Relatas is the AI-driven platform that top sales teams rely on for effective Sales Execution, Account Management, and accurate Forecasting. With a reach extending to over 300 cities worldwide and more than 1,000 companies, Relatas analyzes upwards of 10 million interactions every day. We firmly believe that every organization should leverage a Sales AI platform to enhance their operations. Our diverse packages cater to a variety of needs; whether you require a CXO dashboard, AI-generated actionable insights, improved forecasting, increased productivity for sales representatives, account-based selling strategies, or efficient sales execution powered by AI, Relatas has you covered. Elevate your sales team's capabilities with our innovative no-data-entry Sales AI platform and reach out to us today for a personalized quote. By utilizing Relatas, you could potentially see a 30% increase in your pipeline, addressing those missed opportunities that typically go unrecorded. Explore how Relatas can transform your sales strategy and empower your team to achieve greater success.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Basecamp
Better Proposals
Force24
FreshBooks
FreshMail
Infinite Connect
Kixie PowerCall & SMS
Liana Cloud PR & Media
Mad Mimi
Microsoft 365
Replyify
SendPulse
Signable
Toky
Truto
Vbout
WP Fusion
WooCommerce
Zendesk

Integrations

Basecamp
Better Proposals
Force24
FreshBooks
FreshMail
Infinite Connect
Kixie PowerCall & SMS
Liana Cloud PR & Media
Mad Mimi
Microsoft 365
Replyify
SendPulse
Signable
Toky
Truto
Vbout
WP Fusion
WooCommerce
Zendesk

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

Relatas

Country

United States

Website

relatas.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

Sales Forecasting

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

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