Capsule CRM is a cloud-based CRM system that allows small and medium businesses to keep track of the individuals and companies with and with who they do business, as well as their relationships and sales possibilities. A ticket management feature is also available in Capsule to help staff in resolving customer support issues. Users can understand what has to be done when by assigning tasks and notifications to contacts, deals, and cases.

Custom fields, tags, and branding options are just a few of the customization options that are available in Capsule to enable personalize the system to suit the needs of different companies. Users can also create sales processes with custom milestones for each stage of the pipeline. Each milestone has a success criterion that is used to calculate revenue.

For customer service, email marketing, document management, and accounting, Capsule provides interfaces with a number of popular small-business solutions. The solution is provided on a month-to-month subscription basis for each user.

 

Capsule CRM Pricing & Plans

 

Free Plan:            Available

Free Trial:            Available

Starting Price:    $18.00 per month

30-day free trial of any plan (requires a credit card).

Free plan:                  up to 2 users, 10MB storage, and 250 contacts

Professional plan:    $18 per user per month with 10GB storage per user and up to 50,000 contacts.

Teams plan:              $36 per user per month with 20GB storage per user and up to 100,000 contacts.

View Full Pricing and Plans of Capsule CRM ⮞

 

Capsule CRM Features

 

  • Task Management
  • Territory Management
  • Calendar/Reminder System
  • Campaign Management
  • Cataloging/Categorization
  • Customer Support
  • Dashboard
  • Document Storage
  • Email Marketing
  • Email Response Control
  • Forecasting
  • Graphical Data Presentation
  • Lead Capture
  • Lead Distribution
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Marketing Automation
  • Mobile Access
  • Performance Metrics
  • Pipeline Management
  • Prospecting Tools
  • Quotes/Estimates
  • Sales Trend Analysis
  • Search/Filter
  • Segmentation
  • Social Media Integration
  • Source Tracking

 

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