Capsule CRM: An In-Depth Look

Whats inside

• Introduction to Capsule CRM
• Contact Management
• Sales Pipeline
• Email templates and Integration
• Sales Analytics
• Task and Calendar Management
• Security and Customization
• Customer Success Stories
• Getting Started: Is Capsule CRM Right for You?
• Demo
• Pricing Options

Introduction to Capsule CRM

Capsule CRM, established in 2009, has grown to serve over 10,000 global customers. With offices in Manchester, UK, and Los Angeles, USA, it has positioned itself as a versatile solution for businesses of all sizes.

1. Contact Management

Comprehensive Interaction Records

• Every customer interaction is documented, ensuring no detail slips through the cracks.
• This feature allows for a 360-degree view of each contact, enhancing personalized service.

Central Hub for All Contacts

• Capsule acts as a unified platform for managing customers, prospects, and suppliers.
• This centralization eliminates the need for multiple databases, streamlining your contact management process.

Organization

• Contacts can be tagged, categorized, and sorted based on custom criteria.
• Advanced search functionality allows for quick retrieval of contact information.

Streamlined Integrations

• Capsule integrates with over 50 popular business applications.
• This integration capability significantly reduces manual data entry, saving time and reducing errors.

Capsule CRM can transform business operations. Whether you are a small startup or a growing enterprise, Capsule CRM has the tools to help you manage contacts, close deals, and drive growth.

2. Sales Pipeline

Transparent Opportunity Tracking

• Each sales opportunity is clearly visible, including its value and required actions.
• This transparency allows for better resource allocation and prioritization.

Customizable Visual Pipeline

• The visual representation of the sales process makes it easy to understand at a glance.
• Multiple pipelines can be created for different products, services, or markets, offering flexibility for diverse business models.

Comprehensive Pipeline Dashboard

• Access to vital statistics, future sales projections, and summaries provides a clear overview of your sales health.
• This feature is particularly useful for sales managers and executives in making data-driven decisions.

3. Email templates and Integration

Capsule CRM's email features are designed to enhance efficiency and consistency in customer communication:

Customizable Email Templates

• Create and save templates for common communications, significantly reducing response times.
• Ensures brand consistency across all customer touchpoints.

Email Integration

• Send emails directly from Capsule without switching between different applications.
• This integration keeps all communication history in one place, providing context for every interaction.

Personalization

• Use merge fields to quickly personalize emails, striking a balance between efficiency and a personal touch.

4. Sales Analytics

The analytics capabilities of Capsule CRM provide valuable insights for strategic planning:

Comprehensive Monitoring

• Track every aspect of your sales cycle, from lead generation to deal closure.
• This holistic view allows for identifying bottlenecks and opportunities in your sales process.

Detailed Reporting

• Generate in-depth reports on pipeline health, forecasts, and growth analyses.
• These reports are invaluable for presentations, strategy meetings, and performance reviews.

Answering Critical Questions

• Capsule's analytics can help answer key questions about lead sources, conversion rates, and sales team performance.
• This data-driven approach enables continuous improvement of sales strategies.

5. Task and Calendar Management

Capsule CRM goes beyond just managing contacts and sales; it's also a productivity tool:

Centralized Task Management

• All to-dos can be managed in one place, reducing the risk of tasks falling through the cracks.
• Tasks can be linked to specific contacts or deals, providing context and easy access to relevant information.

Smart Prioritization

• Features to help prioritize tasks ensure that high-impact activities are never overlooked.
• The ability to plan time and set deadlines keeps teams aligned and projects on track.

Daily Reminders

• Opt-in daily task reminder emails help users stay on top of their responsibilities.
• This feature is particularly useful for busy professionals juggling multiple priorities.

6. Security and Customization

Capsule CRM understands that one size does not fit all, especially when it comes to managing sensitive business data:

Security Measures

• Two-factor authentication adds an extra layer of security to your CRM.
• SSO (Single Sign-On) with Google and Microsoft 365 simplifies access while maintaining security.
• User role assignment ensures that team members only access the information they need.

Customization Options

• Customize fields, tags, activity types, and milestones to align Capsule with your specific business processes.
• This flexibility allows Capsule to grow and evolve with your business needs.

Customer Success Stories

We've just gone through our budgeting process for next year and we can see on our CRM that if we maintain our existing conversion percentage with confirmed leads, we'll be X percentage along the way already. We then feel more confident in knowing how much coffee to buy, and in turn, our coffee producers are much more confident too.

Dale Harris, Director of Wholesale, at HASBEAN

“We proactively communicate with our clients regularly. Capsule is good at triggering that activity, so when a project comes to an end, we put a note in Capsule to remind us in two to three months time, to send an interesting, helpful article so we stay top of mind. It makes sure the relationship doesn't drift.”

Sue Keogh Director at Sookio

Getting Started: Is Capsule CRM Right for You?

Capsule CRM offers a robust, flexible, and user-friendly solution for businesses looking to streamline their customer relationship management and sales processes. Its combination of features, customization options, and ease of use makes it a strong contender in the CRM market.

You might be wondering how to get started with Capsule CRM. Here is how

1. Free Trial: Capsule offers a 14-day free trial, allowing you to explore all features risk-free.
2. Flexible Pricing: With a pay-as-you-go model, you can scale your usage as your business grows.
3. Easy Setup: The intuitive interface makes it simple to get started, even for those new to CRM systems.
4. Dedicated Support: Capsule's customer service team is known for being helpful and friendly, ensuring you get the most out of the platform.

Demo

Pricing Options

Ready to see how Capsule CRM can benefit your business? Sign up for a free trial today