Capsule

Um Kunden und Vertriebschancen kümmern

Gesamtbewertung

4,5 /5
(152)
Preis-Leistungs-Verhältnis
4,6/5
Funktionen
4,3/5
Bedienkomfort
4,6/5
Kundenbetreuung
4,5/5

92%
haben diese Anwendung empfohlen
Sortieren nach

152 Bewertungen

Guy
Gesamtbewertung
  • Branche: Gesundheit, Wellness & Fitness
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Weiterempfehlungsquote 10.0 /10

Great CRM for Contacts, Tasks, Opportunities and pipelines

Bewertet am 7.12.2019

Really good Customer, Prospect and Lead management solution
Reminder to contact
Management of team tasks, and assignment to team members

Vorteile

Simple contact and account management, link task reminders to contacts and or opportunities.
Integration with GMail etc, Xero, MailChimp

Nachteile

Mobile app could be a litte more user friendly, it would be great to automatically add a follow-up task when you close one. But these are both really minor issues in the grand scheme!

Andy
Gesamtbewertung
  • Branche: Groߟhandel
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für 6-12 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

Good stuff

Bewertet am 3.2.2021

Love it

Vorteile

We really like the interface and how it is organised.
Best feature is the gmail integration.

Nachteile

Im hoping that we can connect a certain gmail contact and automatically have every new email/conversation feed into the same contact on capsule.

Antwort von Zestia Übersetzen auf: Deutsch

Hi Andy,

Chloe from Capsule here. Thanks for taking the time to write a review. We're happy to hear that you like the gmail integration and I'll be sure to pass on your feature request to the product team.

April
Gesamtbewertung
  • Branche: Gastgewerbe
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Bedienkomfort
  • Weiterempfehlungsquote 5.0 /10

Lacked Calendar tool needed for us to be effective

Bewertet am 5.5.2022

It was an adequate tool but didn't fulfill enough of our needs for us to continue using the software.

Vorteile

I found the software easy to use and fairly intuitive for the everyday user. It managed leads adequately and allowed me to find my information easily.

Nachteile

We needed a tool that would allow us to easily track booked events on a calendar and see trends of inquiries for specific dates. Capsule lacked an effective calendar tool to help us manage leads by date which made it ineffectual for us.

Antwort von Zestia Übersetzen auf: Deutsch

Hi there April,

Chloe from Capsule here. We're glad you found Capsule easy to use and helped you manage leads well. We're sorry to hear that in this case Capsule didn't quite fit your needs - thanks for giving us a try!

Barry
Gesamtbewertung
  • Branche: Buchhaltung
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für 1-5 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 9.0 /10

Capsule is great!

Bewertet am 4.8.2020

It's been a joy. Deployed super quick and was working pretty much out the box. It's not bloated like other CRM's with loads of unnecessary fields and functionality that most people dont use anyway.

Vorteile

It's intuitiveness is certainly my biggest positive. To be able to get the system up and running quickly and efficiently is a massive plus point. It keeps me focussed on what I need to do daily and it has yielded results.

Nachteile

If I'm being picky I would like the ability to turn some features off. For example I don't use cases so I'd prefer if it just wans't there but it's a minor point.

In Betracht gezogene Alternativen

Pipedrive

Gründe für den Wechsel zu Capsule

I wanted a bit more historical data and the ability to set reminders and plan a sort of workflow. That wasn't available in Pipedrive.

Antwort von Zestia Übersetzen auf: Deutsch

Hi Barry,

Chloe from Capsule here. Thanks for taking the time out to write a review. It's great to hear that you find Capsule so intuitive and that you're seeing benefits from using it!

Thomas
Gesamtbewertung
  • Branche: Informationstechnologie & -dienste
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

Capsule CRM - great product

Bewertet am 29.6.2022

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

Vorteile

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.

Nachteile

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.

Antwort von Zestia Übersetzen auf: Deutsch

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.

Eduardo Joel
Gesamtbewertung
  • Branche: Marketing & Werbung
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

The best CRM money can buy

Bewertet am 1.11.2021

excellent, anyone can use capsule and not just the super techies

Vorteile

The client management, and the ability to keep things easy to use and not over complicate day to day activities

Nachteile

The search bar feature could be improved as search key words rather than phrases

Antwort von Zestia Übersetzen auf: Deutsch

Hi Eduardo Joel,

Chloe from Capsule here. Thanks for taking the time to write a review. Also, thanks for submitting your feedback regarding the search bar - I'll be sure to add your name against this as a feature request. Above all though, we're so glad to hear that you're finding Capsule easy to use.

Verifizierter Rezensent
Gesamtbewertung
  • Branche: E-Learning
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für 6-12 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Weiterempfehlungsquote 8.0 /10

A CRM for startups - everything you need and nothing you don’t

Bewertet am 5.1.2020

Vorteile

It is a highly customizable software CRM. Track every interaction with stakeholders using the web app, email plugins, and most importantly the iOS app! The app uses the cloud based client database as a sort of substitute for your phone’s address book, phone dialer, and portal to add client interactions. Best mobile app for a CRM platform!

Nachteile

It can be tricky linking interactions with multiple stakeholders.

Antwort von Zestia Übersetzen auf: Deutsch

Hi Chloe here from Capsule. Thanks for your review of Capsule and your support - we're really glad you like the mobile app. As for linking interactions with multiple stakeholders, if we can understand a little more about how you want interactions linked we may be able to offer some options or understand whether there are some ways we can amend Capsule. If you can write to us directly at [email protected] then our support team will be able to help you out.

Graham
Gesamtbewertung
  • Branche: Bildungsmanagement
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Bedienkomfort
  • Weiterempfehlungsquote 10.0 /10

Why I Acquired Capsule

Bewertet am 6.6.2022

My management of clients has improved dramatically.

Vorteile

CAPSULE is extremely easy to use and is built for users, not programmers.
Developing one's knowledge and understanding developes in easy steps and is well supported by superb documentation

Nachteile

I have not come across any to date, including webcam training , on line documentation

Antwort von Zestia Übersetzen auf: Deutsch

Hi there Graham,

Chloe from Capsule here. It's great to hear that you have found Capsule really easy to use and when you've needed to use them, the support documents have helped you out.

Anne
Gesamtbewertung
  • Branche: Non-Profit-Organisation Management
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für 1-5 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

Great to get back to Capsule

Bewertet am 21.8.2022

One of relief. It works and it works well and has plenty of flexibility

Vorteile

I used Capsule maybe 5 years ago managing my own small client base. Now I'm working with a small non-profit that has 100s of contacts we need to manage and track. After trying a couple of the biggies I was so glad to get back to Capsule! It's even better than I remember

Nachteile

I want a magic genie that will enter all my data while I take a nap!

Antwort von Zestia Übersetzen auf: Deutsch

Hi Anne,

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 as well as helping other business owners figure out if it's right for them. We're so happy to hear that you had a great experience with Capsule first time around and chose Capsule to help you manage and track contacts with the non-profit. We're very happy to hear that it's better than you remember it!

Verifizierter Rezensent
Gesamtbewertung
  • Branche: Computer- & Netzwerksicherheit
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Weiterempfehlungsquote 8.0 /10

Capsule CRM !!!

Bewertet am 14.8.2018

Overall awesome experience

Vorteile

- Excellent tool for managing sale leads
- Easy to use GUI
- Easy customer communication tracking with leads
- Task delegation to team
- Easy sale pipelines management
- Integration with help desk portals
- Integrations with G Suite

Nachteile

- No integration with Office 365
- No mass mailouts in capsule for marketing purpose
- Free trail requires credit card which isn't good

Arlène
Gesamtbewertung
  • Branche: Gesundheit, Wellness & Fitness
  • Unternehmensgröße: 501–1 000 Mitarbeiter
  • Wöchentlich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Weiterempfehlungsquote 7.0 /10

A simple but powerful CRM platform

Bewertet am 14.8.2021

Vorteile

The one thing I like the most about Capsule is its simplicity. It might not have all the "bells and whistles" that other CRM platforms have but it does its job.

The sales pipeline, for example, it is very good because it is intuitive and gives you the key information you need for lead generation and sales – including clear analytics that show you how things have been going.

Another thing I am a fan of are Capsule's tasks and their automation. Simply lay out a process and break it into steps, or tasks, and have each one become active once the task that came before has been completed. For me, a mobile app is something I always look at when picking up a tool, so it was great to see that Capsule does have one, which means that I can work even when I am not at my computer.

Nachteile

While Capsule has a free plan, it comes with a contacts limit that you are likely going to hit in a few months. This may not seem like a problem when you are getting started but it may turn out to be a bit of an issue if you decide to opt for a different CRM solution and need to migrate everything from Capsule.

Also, keep in mind that Capsule might not have some features you may want a CRM to have so I would suggest looking at its features list carefully before signing up.

Antwort von Zestia Übersetzen auf: Deutsch

Hi Arlene,

Thanks for writing a review about Capsule. We really love hearing how our customers appreciate how simple and intuitive it is to use. I'll be sure to let the team know the mobile app and the tasks features are really useful to you!

Edo
Gesamtbewertung
  • Branche: Baumaterial
  • Unternehmensgröße: Selbstständig
  • Täglich für 6-12 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Weiterempfehlungsquote 10.0 /10

Finaly a solution for my needs!

Bewertet am 13.4.2017

For last few years I had a problem with my comunication with old and new clients. Too many pressure and too much information noise casued a problem of following up possible new clients and opportunities.
My first solution was standard PIM software. Soon I discovered that only part of my problems were solved. Problems that become so evident were following up new opportunities and contacts history. I found some other partial solutions for these problems but was necessary to work, mantain and balance with diferent solutions, multiple insertions of same data and so on. Looking for better solution I got to start with some offline CRM solutions, and I tested several ones. Every program had some part that were interesting to me but neither had all of options that I was looking for. Some prgrams were fantastic but expensive or they needed dedicatd servers. Most of them had so many options that I don't need for my work and can be applied in some other sectors.
Finally, on one webpage that was doing reviews of buisiness software there was a list of several on-line CRM solutions and so I decided to try some of them. As 3rd, or 4th, started with CAPSULE CRM.
Everything that I needed was there: database of contacts, history (well done), opportunities,...Also flexibility for procedures and all sorf of extra activities was there. PERFECT. Mobile apps is must have when You are out of the office.
Today on my computers 2 web pages are always ON during work time: webmail and CAPSULE.

Vorteile

Free version is mostly perfect for my needs. Contacts database, contacts history, opportunities creating and following, procedure design and editor, flexibility.

Nachteile

Free version have a limit to 250 contacts.

Andre
Gesamtbewertung
  • Branche: Bau
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für 6-12 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

EASY AS PIE

Bewertet am 19.10.2020

has been great to work with and easy to operate

Vorteile

Super easy to start using , the pipeline is the best way to keep track of sales process and visually easy to keep track of

Nachteile

I feel it needs to automatically remind me of thing, I use this to track inquiries and sometimes people fall through the cracks. if for some reason I forget to start an opportunity I won't see the customer on the sales pipeline, maybe its just the way im using this.

Antwort von Zestia Übersetzen auf: Deutsch

Hi Andre,

Thanks for writing a review and we're glad that you've found Capsule easy to get to grips with. Moving on to creating Opportunities - There's no in-built functionality in Capsule that will automatically create opportunities from new contacts I'm afraid. Our advice is generally to only add an opportunity once the lead has been nurtured or qualified as a viable sales opportunity - this is to prevent your Capsule account filling up with opportunities that never get off the ground. What you're looking to do can be achieved, but it requires the use of a 3rd party tool called Zapier. Are you familiar with Zapier at all? To explain Zapier is what we call an integration platform which connects different services that don't normally have their own integrations with each other and they support Capsule. Check them out here: https://zapier.com
You can create a zap that each time a new contact is added to Capsule it triggers an action of a new opportunity being created.

Kate
Gesamtbewertung
  • Branche: Psychische Gesundheitsfürsorge
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

A Great Organizational Tool!

Bewertet am 29.3.2021

Multiple people in our organization are points of contact for a client, so Capsule has helped us to be able to document and share information among our team. It is easy to use, and allows us to capture all of the important information for our clients.

Vorteile

This software is very easy to use, and we have had great success with using it to communicate internally to better serve our clients. The calendar view for tasks is my favorite to stay on top of everything.

Nachteile

I would like to see an added feature of being able to pin notes to the top of the home page for a Person/Organization.

Antwort von Zestia Übersetzen auf: Deutsch

Hi Kate,

Chloe here from Capsule. Thanks for writing a review. Also, thanks for the suggestion about being able to pin a note - while it's not something we have in our pipeline at the moment, I've recorded it as a feature request. We're happy to hear that you're finding Capsule easy to use and that it's helping you to communicate better as a business. I'll definitely pass on that feedback to the rest of the team too.

Lizzie
Gesamtbewertung
  • Branche: Non-Profit-Organisation Management
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Weiterempfehlungsquote 10.0 /10

The views of a small business technophob

Bewertet am 14.10.2020

It is our company database so we use it many times a day. The experience has been good but I'd say that the fact it is reassuring basic will in the long term be an issue.

Vorteile

Capsule is very easy to use and for someone who hates complex tech it is reassuring straightforward

Nachteile

We haven't integrated the software with our other systems so we are probably missing a trick. What I like least is the fact that I do have to somethings twice. I probably need some coaching!

Antwort von Zestia Übersetzen auf: Deutsch

Hi Lizzie,

Chloe here from Capsule. Thanks for taking the time to write a review. We're glad you're finding Capsule easy to use. Should you ever need help with integrations or to make sure you're getting the most of Capsule you can always read our support docs here: https://capsulecrm.com/support/ and don't hesitate to get in touch!

Jason
Gesamtbewertung
  • Branche: Non-Profit-Organisation Management
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

Stands out from the crowd

Bewertet am 10.10.2016

Having used a number of CRMs, Capsule has stood out as an excellent all round package. The interface is accessible and easy to navigate, whilst the settings are in-depth enough to allow for professional alterations tailored to any particular cause. We are a charity and use it to track our philanthropic relationships, donations and overall workload. One of it's best features is how easy it is to assign and track tasks, and manage multiple shared relationships and communications across a large team. Thanks to Capsule, I know for certain it's helped us to better achieve our goals.

Vorteile

It can be tailored to a significant extent
Easy to track relationships and communications
Easy to assign and track tasks
Nice light easy to navigate interface

Nachteile

It's export functionalities and query are somewhat limited

Verifizierter Rezensent
Gesamtbewertung
  • Branche: Einzelhandel
  • Unternehmensgröße: 51–200 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

Been using Capsule for over two years, and it's easy to track leads, clients and tasks per...

Bewertet am 28.5.2018

Cost efficient way to keep daily tasks organized.

Vorteile

The best thing about Capsule is how helpful it is with keeping me organized. We have over 100 clients that I need to keep track of. With each client at a different phase, it could become overwhelming to keep track of all of the details. Capsule helps me stay on top of everything

Nachteile

Tracking emails is a little cumbersome. I BCC a capsule email address associated with a project. When a client replies to that email the BCC is not copied, so that email does not get tracked. I could copy the email address, but that is not something I want the client to see,

Piers
Gesamtbewertung
  • Branche: Verlagswesen
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Weiterempfehlungsquote 9.0 /10

Should run our lives

Bewertet am 13.12.2019

We use Capsule as the main database of the organisation-meeting notes as well as the all contact details

Vorteile

We should have automatic opening in the morning for the timing of reminders but ill disciplined we plug into emails first thing!

Nachteile

I think you should refresh your landing page more often and perhaps carry a daily piece of advice or a tip or a reminder of a public anniversary -famous peoples birthday -something that you would ordinarily not know but is a piece of interesting info

Fritz
Gesamtbewertung
  • Branche: Freizeit, Reisen & Tourismus
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

Great CRM for B2B relations

Bewertet am 8.11.2018

Fantastic. Enter customer data once migrates automatically to xero for invoicing and manages our mailing lists in mail chimp.

Vorteile

Its easy to use free of feature creep that so many CRM suffer from. We are a B2B business and Capsule does everything you want it to do. The support is fantastic and really needs 10 stars not 5. Its easy to configure has all the integrations with Xero and mail chimp we need and its fast.

Nachteile

Some of the fields require opening and saving as opposed to modern just enter fields.

Angela
Gesamtbewertung
  • Branche: Architektur & Planung
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für 6-12 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

Review

Bewertet am 11.2.2021

It has helped us stream line and keep great work flow.

Vorteile

What I like most is keeping notes and tracking all phone calls and customer interaction with ease to follow up.

Nachteile

Possibly a way to add photos to activity log.

Antwort von Zestia Übersetzen auf: Deutsch

Hi Angela,

Chloe from Capsule here. Thanks for taking the time to write a review. We really appreciate the feedback we receive. We're really glad that Capsule is helping you to keep track of customer interactions. As for adding photos to the activity log, you can attach files such as photos, pdfs etc. when you are logging the activity. Would this help you out? If you'd like any more help with this please contact our support team at [email protected] and we'd be happy to help you out.

Cecile
Gesamtbewertung
  • Branche: Marktforschung
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Bedienkomfort
  • Weiterempfehlungsquote 10.0 /10

A user-friendly CRM

Bewertet am 2.10.2020

Vorteile

Very useful for contact management, also to manage opportunities and tasks

Nachteile

Easier integration with MS Outlook to save "sent" emails

Antwort von Zestia Übersetzen auf: Deutsch

Hi Cecile,

Thanks for reviewing Capsule. We're happy to hear that you're finding Capsule useful for managing contacts, opportunities and tasks. As for an integration with MS Outlook while it's not currently available it's very much on our radar for future enhancements.

Eric
Gesamtbewertung
  • Branche: Informationstechnologie & -dienste
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Bedienkomfort
  • Weiterempfehlungsquote 9.0 /10

Nice Cloud Directory Platform

Bewertet am 3.1.2019

Vorteile

-Easy to use and navigate
-Custom tags for customers
-Phone app for iOS work well

Nachteile

-Importing contacts from office 365 or Gsuite would be handy
-Had an issue with Android app where it took nearly 10 minutes syncing the contacts when I tried to open the app, I needed the information asap as I was stranded outside an office which was inconvenient

Socrates
Gesamtbewertung
  • Branche: Immobilien
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für 6-12 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 7.0 /10

Simple, straightforward, and powerful. Great for small teams

Bewertet am 10.7.2018

The clean user interface and calendar tools / follow-up task management features are great to get things organized and your business focused on driving sales.

Vorteile

It's intuitive so getting your team on it and started won't be difficult, even if they're not tech savvy. The layout is clean and straightforward too - helps keep the focus on selling (your initial contact with prospects and the required follow up). Priced fairly too.

Nachteile

If you have a big team, you can probably find other alternatives for what it will end up costing you. The general features are great but once you move into more of the advanced stuff, it can be a headache - those who aren't tech savvy will struggle.

Rosi
Gesamtbewertung
  • Branche: Unternehmensberatung
  • Quelle der Bewertung

Gesamtbewertung

  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

Capsule: Simple But Powerful

Bewertet am 19.3.2015

Vorteile

Capsule is flexible, easy to grasp, and fairly straightforward. But if you want to dig deeper and use all the features and strategies, you can absolutely get more out of it. It made the whole concept of a CRM come alive for me. It's also really affordable! Other CRMs are more powerful (and harder to learn) but there's no way our company could've afforded those.

Nachteile

I wish that they had a way to label an individual as being employed at more than one company, and recording past employers. A more detailed walkthrough of "cases" would be really useful, since that's what people ask me about the most (and don't seem to understand, for whatever reason). Also, it would be amazing if Capsule had tutorial videos on their YouTube channel, like a lot of other CRM companies do. Finally, user permissions would be nice (but not something that is a particularly sore spot--you get what you pay for).

Keith
Gesamtbewertung
  • Branche: Internet
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

Reduced feature set at reduced price but always reliable

Bewertet am 7.11.2016

If Salesforce.com overwhelms you, try Capsule. Costs about 5% of salesforce and has 5% of the features, but it probably has all the features you need. Really easy to set up and maintain.

Vorteile

Price, ease of use, speed

Nachteile

There are actually a handful of features that I would like but are missing. There are workarounds, however.