Are you a small business owner looking for a simple and affordable CRM? Do you want to manage your contacts, sales pipeline, and projects in one place? Capsule CRM is designed to help small businesses win more deals, be more productive, and improve customer relationships. Over 40,000 customers use it. This review will help you decide if Capsule CRM is right for you. They offer a 14-day free trial.
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About Capsule CRM:
Capsule CRM is a cloud-based CRM platform. It’s designed specifically for small businesses. It’s known for its ease of use and affordability. It offers contact management, sales pipeline management, project management, email marketing, and sales analytics features. Capsule CRM integrates with many popular business tools.
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Benefits of Capsule CRM:
- Easy to Use: Simple and intuitive interface. Easy to set up and use without extensive training.
- Affordable: No onboarding fees. Transparent pricing.
- Centralized Information: Keep all your customer data in one place.
- Improved Sales: Manage your sales pipeline effectively and close more deals.
- Better Customer Relationships: Track interactions and deliver better customer experiences.
- Increased Productivity: Streamline your workflow and automate tasks.
- Actionable Insights: Get insights into your sales performance.
Capsule CRM Features:
- Contact Management: Store and manage all your contacts in one place. Includes a complete history of every client.
- Tasks & Calendar: Manage your to-do list and schedule appointments.
- Sales Pipeline: Track your deals through each stage of the sales process.
- Project Management: Manage projects and collaborate with your team.
- Email Marketing: Send email campaigns to your contacts.
- Sales Analytics: Get insights into your sales performance. Includes game-changing insights.
- Workflow Automation: Automate repetitive tasks.
- Integrations: Connect with popular apps like QuickBooks, Zapier, Slack, Google, Transpond, Microsoft, Sage, FreeAgent, Xero, FreshBooks, and more (over 60 native integrations). Also supports Zapier, Make and others.
Capsule CRM Pros and Cons:
Pros
Cons
How Capsule CRM Works:
- Sign Up: Create a Capsule CRM account and start your 14-day free trial.
- Import Data: Import your contacts and other data.
- Customize: Set up your sales pipeline, custom fields, and workflows.
- Use the Features: Manage contacts, track deals, collaborate with your team, and automate tasks.
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Capsule CRM Pricing:
Alternatives to Capsule CRM:
Here are some other CRM platforms:
HubSpot:
A popular all-in-one marketing, sales, and service platform. Offers a free CRM with paid add-ons. It is good for businesses of all sizes. It is a well-known and comprehensive platform.
Zoho CRM:
Part of the Zoho suite of business apps. It is affordable and user-friendly. It offers a wide range of features for sales, marketing, and customer support. It is good for small to medium businesses.
Salesforce:
An enterprise-grade CRM platform with a wide range of features. It is highly customizable and scalable. It is good for large businesses with complex needs. It is a very powerful but complex CRM.
Pipedrive:
A sales-focused CRM. It is known for its visual pipeline management. It is easy to use and offers many integrations. It is good for sales teams. It focuses on activity-based selling.
Freshsales (from Freshworks):
Offers a simple and intuitive CRM with built-in phone and email. Good for small to medium businesses. Offers a free plan. Known for its ease of use.
