Over Capsule

Capsule is een eenvoudig te gebruiken CRM voor bedrijven om contacten te beheren, relaties op te bouwen, meer omzet te genereren en beter georganiseerd te worden.

Bewaar al je contacten op één plek in Capsule, ongeacht of ze een lead, een leverancier of een belegger zijn. Met de krachtige filters en tags van Capsule kun je de contactpersonen die je nodig hebt gemakkelijk sorteren en vinden wanneer je ze maar nodig hebt. Naast je contacten kun je bijbehorende taken toevoegen en je hele communicatiegeschiedenis met een contactpersoon registreren.

De visuele verkooppijplijn die slepen en neerzetten ondersteunt maakt het eenvoudig om je verkoopkansen te beheren. Creëer je verkoopmijlpalen, voeg je verkoopkansen toe aan Capsule en creëer verkoopprocessen die aan elke verkoopstap zijn gekoppeld. In één oogopslag zie je alle mogelijkheden, bij wie ze horen, hun waarde en hun mijlpaal. Vervolgens kun je je volledige verkoopproces analyseren met behulp van de inzichtelijke verkoop- en activiteitenrapporten.

De taken- en agendafuncties zorgen ervoor dat je geen enkele belangrijke gebeurtenis meer mist en stellen je in staat je dag te plannen rond de dingen waarvan je weet dat je ze moet doen.

Prijzen vanaf:

US$ 18,00/maand

  • Gratis versie
  • Gratis proef
  • Abonnement

Klanten

  • Freelancers
  • Kleine bedrijven (2-50)
  • Middelgrote bedrijven (51-500)
  • Grote ondernemingen (500 en meer)

Implementatie

  • Cloudgebaseerd
  • On-premise

Markten

Verenigde Arabische Emiraten, Argentinië, Oostenrijk, Australië, België , Bolivia, Brazilië, Canada, Zwitserland, Chili, China, Tsjechië, Duitsland, Denemarken, Estland, Spanje, Finland, Frankrijk, Verenigd Koninkrijk, Griekenland, Kroatië, Ierland, India, IJsland, Italië, Japan, Litouwen, Letland, Mexico, Nederland, Noorwegen, Nieuw-Zeeland, Peru, Polen, Portugal, Roemenië, Rusland, Zweden, Singapore, Oekraïne, Verenigde Staten, Zuid-Afrika

Ondersteunde talen

Engels

Prijzen vanaf:

US$ 18,00/maand

  • Gratis versie
  • Gratis proef
  • Abonnement

Afbeeldingen

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Functies

Totaal aantal functies van Capsule: 89

  • API
  • Aanpasbare branding
  • Aanpasbare rapporten
  • Aanpasbare sjablonen
  • Aanpasbare velden
  • Activiteiten volgen
  • Activiteitenbeheer
  • Activiteitendashboard
  • Afsprakenbeheer
  • Analyse van verkooptrends
  • Bedrijfsprocesbesturing
  • Beheer van salesactiviteit
  • Beheer van verkooppipeline
  • Bestandsbeheer
  • Bewaking
  • Bronnen bijhouden
  • CRM
  • Campagnebeheer
  • Catalogiseren/categoriseren
  • Configureerbare workflow
  • Contactenbeheer
  • Contactendatabase
  • Controle van antwoorden via e-mail
  • Dashboard
  • Documentbeheer
  • Documenten opslaan
  • E-mailbeheer
  • E-mailmarketing
  • E-mailsjablonen
  • Gegevens importeren en exporteren
  • Gegevenssynchronisatie
  • Gegevensvisualisatie
  • Herinneringen
  • Integratie van sociale media
  • Integraties van derden
  • Interactie bijhouden
  • Kalender-/herinneringssysteem
  • Kalenderbeheer
  • Kalendersynchronisatie
  • Kansenbehee
  • Klantenbeheer
  • Klantendatabase
  • Klantenondersteuning
  • Klantensegmenten
  • Lead nurturing
  • Leaddistributie
  • Leadkwalificatie
  • Leads beheren
  • Leads vastleggen
  • Leadsegmentering
  • Markeren
  • Marketingautomatisering
  • Meerdere valuta's
  • Mobiele toegang
  • Offertes
  • Op rollen gebaseerde toestemmingen
  • Opdrachtenbeheer
  • Opmerkingen/notities
  • Pipelinebeheer
  • Pipelinerapporten
  • Predictieve analyse
  • Prestatiemeetwaarden
  • Prognose
  • Prognoses
  • Rapportage en analyse
  • Rapportage en statistieken
  • Realtime meldingen
  • Referenties bijhouden
  • Samenwerkingstools
  • Segmentering
  • Sjabloonbeheer
  • Slepen en neerzetten
  • Taakbeheer
  • Taakplanning
  • Territoriumbeheer
  • Toegangsopties/machtigingen
  • Tools voor exploratie
  • Verkoopprognose
  • Verkooprapporten
  • Visuele analyse
  • Voor mkb-bedrijven
  • Voor start-ups
  • Voor vastgoed
  • Waarschuwingen/Meldingen
  • Webformulieren
  • Weergave van grafische gegevens
  • Workflowbeheer
  • XML / RSS
  • Zoeken/filteren

Alternatieven

HubSpot CRM

4,5
#1 alternatief voor Capsule
Bespaar waardevolle verkooptijd met HubSpot CRM, dat zorgt voor alle kleine details van het opnemen van telefoongesprekk...

Zoho CRM

4,3
#2 alternatief voor Capsule
Zoho CRM is cloudgebaseerde software voor klantrelatiebeheer die bedrijven van elke omvang helpt deals slimmer, beter...

Pipedrive

4,5
#3 alternatief voor Capsule
Pipedrive is een tool voor CRM en pijplijnbeheer voor kleine en middelgrote verkoopteams waarmee gebruikers zich kunnen...

Salesforce Sales Cloud

4,4
#4 alternatief voor Capsule
Heb je de oplossingen voor kleine bedrijven van Salesforce al gezien? Sales Cloud is een aanpasbaar CRM-platform dat...

Reviews

Totaalscore

4,5 /5
(146)
Prijs-kwaliteitverhouding
4,6/5
Functies
4,3/5
Gebruiksgemak
4,6/5
Klantenondersteuning
4,5/5

Heb je Capsule al?

Softwarekopers hebben je hulp nodig! Productreviews helpen anderen om goede beslissingen te nemen.

Schrijf een review!
5 van 146 reviews worden weergegeven
Ilia
Totaalscore
  • Sector: Informatietechnologie en -diensten
  • Bedrijfsgrootte: 2-10 werknemers
  • Dagelijks 1+ jaar lang gebruikt
  • Bron van de reviewer

Totaalscore

  • Prijs-kwaliteitverhouding
  • Gebruiksgemak
  • Waarschijnlijkheid van aanbeveling 10.0 /10

Pretty good.

Beoordeeld op 10-2-2021

Overall experience was positive. It's a solution that I recommend to people.

Overall experience was positive. It's a solution that I recommend to people.

Pluspunten

What initially attracted us to this CRM was its cost effectiveness. I was impressed by how easy it was to deploy and run. The mobile app was pretty solid, easy to use and probably better or on par with some of the other (more expensive) CRM apps I've used. ~Capsule also had a decent project management function.

Minpunten

I think we had some trouble when trying to connect to Mail Chimp. From memory it took a long time to get it right.

Overwogen alternatieven

Zoho CRM en Salesforce Sales Cloud

Antwoord van Zestia

Hi Ilia,

Chloe here from Capsule. Thanks for taking the time to write a review. We're happy to hear that you found Capsule easy to deploy and are enjoying using the mobile app. If you ever need any help for example setting up integrations then don't hesitate to reach out to us at [email protected]

Robert
Totaalscore
  • Sector: Schoolleiding
  • Bedrijfsgrootte: 2-10 werknemers
  • Dagelijks 6-12 maanden lang gebruikt
  • Bron van de reviewer

Totaalscore

  • Prijs-kwaliteitverhouding
  • Gebruiksgemak
  • Waarschijnlijkheid van aanbeveling 9.0 /10

A simple CRM that allowed us to hit the ground running

Beoordeeld op 4-8-2022

Overall I have been pleasantly surprised. I at first thought the system would be too underpowered...

Overall I have been pleasantly surprised. I at first thought the system would be too underpowered for what we needed, but it has actually delivered on what we have needed and the simplicity of changing things has allowed us to easily experiment with our processes until we have things right. It has suited our small team very well - and I look forward to seeing how well it scales with us.

Pluspunten

I like the simplicity of the system. It was very quick and easy both to setup (and make changes to) and then to use the system. It has been very easy to train new employees on. The system has some good power around workflows - which have helped us lock down our processes and helped new staff to follow them. It has a good integration with Xero which has saved us a lot of time and has just released an integration into a mail campaign tool (Transpond) which looks to be a nice added bonus.

Minpunten

The system doesn't have a document generation tool (so you need to generate invoices and quotes in a separate system). It also is comparatively underpowered in the reports you can generate (even when you upgrade to the higher tiers that have additional reporting functionality). You can export full data sets to CSV - so we have built what we needed in Excel, but it would be nice to have it saved as reports and visualisations in the system. There also isn't the flexibility around notifications that I am previously used to (and so we have had to adjust the workflows a little).

Overwogen alternatieven

Salesforce Essentials

Redenen om over te stappen op Capsule

The initial price point was cheaper for Capsule (about half the price of Salesforce) - and I and other key staff members of the team had experience of setting up Salesforce and found that there was just a lot more to do before you could start using the system (and another step change of work before you could start using it again).

Antwoord van Zestia

Hi Robert,

Chloe from Capsule here. Thanks for taking the time to write a detailed review - it really helps our team when we receive first-hand feedback. We're so happy to hear that Capsule is helping your business and saving you time in a variety of ways. We've also taken onboard your feedback regarding document generation, reports and notifications. If anything should change on any of those fronts - you'll be the first to know. Regardless, we're very happy that you've been surprised by Capsule and look forward to helping your business scale in the future.

Geverifieerde reviewer
Totaalscore
  • Sector: Computersoftware
  • Bedrijfsgrootte: 11-50 werknemers
  • Dagelijks 6-12 maanden lang gebruikt
  • Bron van de reviewer

Totaalscore

  • Gebruiksgemak
  • Waarschijnlijkheid van aanbeveling 3.0 /10

Features and Format Lacking, Good for the Basics

Beoordeeld op 7-9-2018

Overall, Capsule seems middle-of-the-road. It's been useful as a database to keep our pipeline and...

Overall, Capsule seems middle-of-the-road. It's been useful as a database to keep our pipeline and outreach organized at a base level but hasn't impressed beyond that.

Pluspunten

The ability to export to Mailchimp has been very useful, it allows us to immediately update lists without having to go through multiple extra steps.

Minpunten

Certain features I'm used to in a CRM are missing. The only way to correlate multiple organizations (as a subsidiary or similar case) is to make a note of it in the organization description and that doesn't link through. You're also unable to categorize a contact under multiple organizations, so you need to create a new person with the same name if you want to put them under more than one company.

It would also be nice to have a better search and reporting function. The only things you can search for are the person, organization, case, and note content, so every other bit of information you'd like to search for and compile must be placed as a tag, which gets clunky and disorganized easily. There is some sales pipeline reporting, but the options are not as robust as other CRM systems I've used in the past.

Thomas
Totaalscore
  • Sector: Informatietechnologie en -diensten
  • Bedrijfsgrootte: 2-10 werknemers
  • Dagelijks 1+ jaar lang gebruikt
  • Bron van de reviewer

Totaalscore

  • Prijs-kwaliteitverhouding
  • Gebruiksgemak
  • Klantenondersteuning
  • Waarschijnlijkheid van aanbeveling 10.0 /10

Capsule CRM - great product

Beoordeeld op 29-6-2022

The ability to track your sales pipeline and customize the stages and categories has been the most...

The ability to track your sales pipeline and customize the stages and categories has been the most valuable part.

Pluspunten

Capsule CRM is great for a small business CRM. We use it primarily for contact management and sales pipeline tracking. We love the Outlook integration so that it stores your email activity. Also, the ability to customize your own categories for contacts, customers and the stages of your sales cycle -- all of this is great.

Minpunten

I don't really use the calendar feature, but that's not to say it wouldn't be useful if someone wanted that option.

I think the only potential drawback some may have is that Hubspot has their free version, which has some similar functionality to Capsule CRM. However, what is GREAT about Capsule is its simplicity. We also looked at Hubspot, but it was overly complex for our small business needs.

Antwoord van Zestia

Hi Thomas,

Chloe from Capsule here. Thanks for taking the time to write a review. We're so glad to hear that Capsule suits your needs and is helping you to manage your sales efficiently.

Jesse
Totaalscore
  • Sector: Online media
  • Bedrijfsgrootte: Zelfstandig ondernemer
  • Dagelijks 6-12 maanden lang gebruikt
  • Bron van de reviewer

Totaalscore

  • Prijs-kwaliteitverhouding
  • Gebruiksgemak
  • Waarschijnlijkheid van aanbeveling 10.0 /10

Capsule is simple to use and just the right number of features

Beoordeeld op 16-12-2021

I've been using Capsule for several months and I am very happy. Occasionally I try other apps just...

I've been using Capsule for several months and I am very happy. Occasionally I try other apps just to see, but none of them are as easy to use. Capsule feels like a gem of a CRM in a field crowded with lots of apps. If you need reminders of who to follow up with and when, Capsule does that really well—and can grow with you as you grow. Next year I'll likely need to upgrade from the free level, and I'll gladly do so.

Pluspunten

As a service provider I have a lot of contacts to track. I tried several CRMs (Hubspot, Monday, etc) but none were as simple to use as Capsule. I had basic needs: track new contacts and set reminders to follow up. While other apps had those features alongside dozens of other tools, Capsule made it very easy to start tracking and reminding right away. And that's on a free level!

The Gmail extension works really well and makes adding tasks quick and easy.

Minpunten

If I was nitpicky, I'd say maybe a more modern design. But it's not strictly utilitarian, and it's simplicity makes it easy to do what I need.

Overwogen alternatieven

Pipedrive, Sendinblue, monday.com en HubSpot CRM

Redenen om over te stappen op Capsule

Other CRMs were pretty complicated for what I needed. I first tried Hubspot, but I was lost in all the features. All I needed to do was set reminders to follow up with people. While the other CRMs do that, it felt like I had to swim through a dozen other features to get there. I was able to start using Capsule immediately and knew exactly what to do. And with the Gmail extension, it's even simpler.

Antwoord van Zestia

Hi Jesse,

Chloe here from Capsule. Thanks for taking the time to write a review - that's really going to help other people considering Capsule. We're happy to hear that you're finding Capsule so easy to use, especially compared to alternatives you considered and that it's helping you to do what you need to.

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Capsule - Veelgestelde vragen

Hieronder zie je enkele veelgestelde vragen over Capsule.

Capsule kent de volgende prijsmodellen:

Capsule heeft de volgende typische klanten:

Zelfstandig ondernemer, 2-10, 11-50, 51-200, 201-500, 501-1.000, 1.001-5.000

Capsule ondersteunt de volgende talen:

Engels

Capsule ondersteunt de volgende apparaten:

Android (mobiel), iPhone (mobiel), iPad (mobiel)

Capsule kan worden geïntegreerd met de volgende toepassingen:

ActiveCampaign, Acuity Scheduling, Akita, Asana, Basecamp, Benchmark Email, Better Proposals, BigCommerce, CallFire, CallRail, Chargebee, Chargify, Cin7, CircleLoop, Clockify, Constant Contact, Cyclr, Cyfe, DEAR Systems, Databox, Deputy, Docsify, Emma, Enalyzer, Eventbrite, FileInvite, FluidSurveys, Formstack Forms, FreeAgent, FreshBooks, FreshMail, FullContact, GetResponse, Gmail, Google Calendar, Google Contacts, Google Data Studio, Google Workspace, Gravity Forms, Help Scout, Jotform, KashFlow, Kixie PowerCall, Leadinfo, LeadsBridge, LiveChat, Mad Mimi, Mailchimp, MailerLite, Make, Mention, Meta for Business, Microsoft Outlook, Microsoft To Do, OmniFocus, Operations Hub, Paycove, Process Street, Quickbooks Online, Quotient, REVE Chat, Rezdy, Ruler Analytics, ScheduleOnce, SendPulse, Signable, Slack, SupportBee, Tidy, TidyEnterprise, TimeCamp, Todoist, Toggl Track, Toky, Trello, Twitter, Unbounce, Userlike, WebMerge, WooCommerce, WordPress, Wufoo, Xero, Zapier, Zendesk, Zoho Flow, monday.com

Capsule biedt de volgende ondersteuningsopties:

E-mail/helpdesk, Veelgestelde vragen/forum, Kennisbank, Chatten

Gerelateerde categorieën

Bekijk alle softwarecategorieën die gevonden zijn voor Capsule.