Capsule CRM is an Online hosted CRM that enables users to maintain effective communication with the professionals and also allow them to keep contacts of these professional.
The users get to see what the tasks that have been already completed are and what are the opportunities that are available to them through the use of Capsule CRM.
All the contacts are covered by these applications that even lie beyond the customers, which include vendors, leads, and many others.
The history of each and every user can be reviewed, attach files, documents, and notes as well as track bids and emails can be organized as well.
A controlled way of organization is provided by the Capsule that provides users with certain opportunities so that any of the users does not miss any lucrative opportunity.
In the year November 2008 Capsule had gone live. The Capsule CRM was developed by the creators of it with the clear intention of building an online tool that will enable the users to effectively manage their tasks, contacts, and other details of the business that are very vital with intense flexibility.
You may think that presence of such features may lead to complication but Capsule is pretty simple to use and it highly benefits the users of this application.
This CRM tool named the Capsule is not only very effective but also very simple to use. Any user can use it easily. Even a completely new user will also be able to work with it even the setting of a server is not required.
Capsule CRM is highly secured and any contract is not needed to be signed for its use. The convenience of the customers is the main focus of this site that provides several choices to many professionals and businesses.
In spite of being versatile this tool is also very simple to use. All the related tools as well as the website of Capsule have a very professional approach. For the first time when it is used the creation of the account is free and supports a maximum of two users.
Features of Capsule CRM
- Complete Contact View: With the aid of the contact page you will get to know each and every minute details of your contact that enables you the process of keeping track of the companies, people, and several other organizations that you do business with.
- Easy to share contacts with co-workers, so everyone has a single up-to-date view of the contact.
- categorize your contacts by using Tag, which you define and more relevant to your business such as lead, customer, vendor, etc.
- Easy to Import contacts from Outlook, Gmail, vCard, spreadsheets, and any CSV file.
- With Capsule CRM, Users can track bids, deals, proposals, and other opportunities.
- Get a quick summary of opportunities on the go via the sales dashboard including potential values.
- Manage your to-do list and calendar using tasks in the Capsule to ensure things don’t get forgotten.
- highly customizable to fit your business, users can easily create custom categories using tags such as vendor, lead, the customer.
- Manage a group of Contacts with List and filter them using your own criteria such as which city they’re in, how you’ve tagged them, when they were added, or using a custom field you have added.
- Access your Data from anywhere, secularly
The use of Capsule is perfect for small businesses, a professional, or in situations where there is a very tight budget from the very start.
The creation of two accounts in the very beginning marks the beauty of this feature. Just the login from the user is required and the management of Capsule accounts is needed.
Download: Capsule online CRM