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Essential to running our business
October 03, 2017

Essential to running our business

Harry Longman | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Capsule CRM

Across the organisation, for all prospect and customer contacts, records, conversations, and by subcontractors
  • Everything is captured in one place and we always refer to this when in touch with customers
  • It's flexible for the very individual customers we have, and good for all forms of communication, while keeping all the standard details in order
  • Allowing multiple websites, addresses and so on for each organisation and person is brilliant
  • Would be handy to allow an individual to be linked to more than one organisation. A number of our customers are in two bodies, eg a GP practice and a GP federation.
  • Essential to running the business
  • If we didn't have it would have to use something else
Easy to install, learn and use.
Managing the whole sales cycle from prospect to established customer

Capsule CRM Feature Ratings

7.3
Customer data management / contact management
8
Workflow management
7
Territory management
Not Rated
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
7
Contract management
6
Quote & order management
6
Interaction tracking
9
Channel / partner relationship management
8
4.0
Case management
Not Rated
Call center management
Not Rated
Help desk management
4
8.0
Lead management
8
Email marketing
8
7.0
Task management
7
Billing and invoicing management
7
Reporting
7
5.7
Forecasting
5
Pipeline visualization
5
Customizable reports
7
6.5
Custom fields
6
Custom objects
6
Scripting environment
6
API for custom integration
8
7.5
Role-based user permissions
7
Single sign-on capability
8
6.5
Social data
7
Social engagement
6
6.0
Marketing automation
6
Compensation management
Not Rated
7.0
Mobile access
7