It manages the communication by consensus-based forecasting and service management.
June 29, 2021

It manages the communication by consensus-based forecasting and service management.

Samuel-Borris James | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Capsule CRM

As per my experience, I like Capsule CRM because it has good chat integration and document storage. But as I have discussed, it needs some advancements in dashboard and GUI. Overall it is a good application for CRM. I use this tool for segmentation and territory management. It is available for all devices except for mobile devices. They provide customer support all the time to their users. They provide training through live training, in-person training, and live documentation.

Pros

  • It has advanced features or document storage, lead scoring, and chat integration.
  • It is also used for email marketing that helps its users to manage their emails through this application.
  • It helps the companies to manage their new customers automatically.

Cons

  • This application does not have a good dashboard and GUI.
  • It also does not have all the options for customized reports and it lacks many features and sometimes does not provide good customer support.
  • Capsule CRM software not only interprets with resource planning but maintains the customer relationship at its peak.
  • This software is altogether a big package to promote and control the business movements on a high scale
  • This application tends to work with all versions but, there is no plan to cop up with the R13 version so, the latest version should have all effects to compensate for the business dealings.
Capsule CRM is an excellent application to compensate for the latest business technologies in one solution as compare to other Oracle CRM. There is nothing as good as this application in forming a solid framework for business promotions. The communication with clients is awesome and we can interpret with all dealings at a single click. Our company has an amazing application to hold all the control on workflow with solid planning so, we don’t need anything more in adding our system to operate the ideas and for service management. It can manage the details with a powerful security system.

Do you think Capsule CRM delivers good value for the price?

Yes

Are you happy with Capsule CRM's feature set?

Yes

Did Capsule CRM live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Capsule CRM go as expected?

Yes

Would you buy Capsule CRM again?

Yes

Capsule CRM is business-oriented software to meet-up the demands of business applications. So you must be happy to know this tool is the best way to manage the supply chain and business solutions. Thus,. You can add up this tool to our system to see the miraculous effect of management. So, oracle fusion applications should have diverse effects on promotions and the up-gradation is very important to bring the latest effects.
Capsule CRM is the best application in allocating the problems and reasons for any project drawback. Your solution will be there within seconds. It controls business empowerment with its authentic approach and we can use this application without any problem. Our employees are on a single platform and we can decide and implement things at once. There is no need to wait for any meeting, as everything is just a click away. Our promotions are technical and easy to understand for clients and they can communicate well to deliver their ideas.
Capsule CRM has many advantages that make it unique from all other customer relationship management applications. This application is also used for task management and it is also used to set automatic quotes and proposals. In these automatic quotes and proposals, they set their company details, pricing, and different things that help them to know more details about the company. It is perplexing application for internal chat integration and document storage.



Capsule CRM Feature Ratings

9.2
Customer data management / contact management
9
Workflow management
10
Territory management
9
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
10
Quote & order management
8
Interaction tracking
8
Channel / partner relationship management
10
9.0
Case management
9
Call center management
10
Help desk management
8
9.5
Lead management
10
Email marketing
9
8.7
Task management
8
Billing and invoicing management
9
Reporting
9
8.7
Forecasting
8
Pipeline visualization
9
Customizable reports
9
8.8
Custom fields
8
Custom objects
9
Scripting environment
9
API for custom integration
9
8.5
Role-based user permissions
9
Single sign-on capability
8
8.5
Social data
9
Social engagement
8
9.0
Marketing automation
9
Compensation management
9
7.0
Mobile access
7

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