Average Ratings 1 Rating

Total
ease
features
design
support

Average Ratings 1 Rating

Total
ease
features
design
support

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

Keep your workflow efficient by establishing and tailoring an ideal process for your team, regardless of the specific application or working style. It's as straightforward as using a spreadsheet, allowing for effortless addition, modification, and collaboration. You can easily filter, sort, and organize your information in any manner to swiftly pinpoint any obstacles. Monitor upcoming tasks throughout all your workflows and automatically gather information from your contacts and emails. Stay updated on progress with notifications that ensure you never overlook a follow-up, aided by tasks and reminders. Enjoy the convenience of working directly from your inbox! Seamlessly integrated within Gmail for both desktop and mobile, along with G Suite tools like Sheets, Chat, and Drive, this setup enables quick access to your data. Effortlessly share emails, notes, and call records with your colleagues, ensuring a smooth transition in workflow. Plus, you can access pipeline data alongside your emails right from your mobile device, guaranteeing that you always have the necessary context at hand, no matter where you are. This flexibility is essential for maintaining productivity and collaboration within your team.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

APIANT
Campaign Monitor
Egnyte
Flow XO
Formstack Documents
Gmail
Gravity Forms
Integrately
Kixie PowerCall & SMS
LeadsBridge
Make
RegFox
Replyify
Shift
Wufoo
Zapier
Automate.io
CallFire
Haystack
Refold

Integrations

APIANT
Campaign Monitor
Egnyte
Flow XO
Formstack Documents
Gmail
Gravity Forms
Integrately
Kixie PowerCall & SMS
LeadsBridge
Make
RegFox
Replyify
Shift
Wufoo
Zapier
Automate.io
CallFire
Haystack
Refold

Pricing Details

$18 per user per month
Free Trial
Free Version

Pricing Details

$39.00/month/user
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

Streak

Founded

2011

Country

United States

Website

www.streak.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

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

Email Tracking

A/B Testing
Audience Segmentation
Campaign Management
Event-Based Notifications
Location Tracking
Team Management

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Alternatives

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