Solid CRM App
December 30, 2019
Solid CRM App
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with Capsule CRM
We use Capsule CRM to keep track of all our customers and potential customers interactions across the entire organization. We use it to track documents, correspondence from various different platforms and email systems. We also allow it to integrate with our accounting and marketing systems to track income and expenses and for email marketing purposes. It is a solid resource for tracking all aspects of our operations.
Pros
- Tracking all of our email correspondence
- Integrating with our accounting software
Cons
- Ability to track social media
- Add additional accounting software integration
- We have become more efficient
- We can recognize potential growth opportunities faster
We have researched various other programs including Zoho CRM, HubSpot, Salesforce and Insightly. Each has its pros and cons, but we chose Capsule CRM due to their integration with our email marketing and accounting software and the scalability of the product for our small business needs. Larger firms may want to seek a more robust product, but Capsule works for our current needs.
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