Its tool for focus on customer retainment providing success under your control .
February 04, 2022

Its tool for focus on customer retainment providing success under your control .

Hannah Eleanor | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Teams

Overall Satisfaction with Capsule CRM

It
is an easy-to-use and easy to configure the platform. With Capsule CRM, it has
become easier to set up tracks and view workflow. It does not require training
and special programming due to which anyone can easily use it and figure out
about its works.
  • The supporting documentation is very informative and helpful. It integrates seamlessly with other solutions.
  • The customer support is very responsive and every problem is resolved efficiently and quickly.
  • It provides numerous useful features and covers the needs of almost every business.
  • Its integration with Mail chimp is not smooth. Also, it does not allow to list contacts alphabetically which is a great downside of this tool. It does not contain some essential marketing features.
  • It needs to improve the user interface and make it more productive especially on the calendar view.
  • The contact sorting is quite disappointing. It would be nice if it allows users to set screen filters.
  • It develops an efficient way to track and link milestones to success factors and thus, made it easier and simple to manage sales-related businesses.
  • It provides an activity reporting feature that enables you to control interactions' frequency and avoid letting customers drift off by way of infrequent contact.
  • With Capsule CRM, you can easily personalize your activities as it provides features with which you can schedule and organize a calendar of activities easily.
because the customer support is very responsive and every problem is
resolved efficiently and quickly.

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

Not sure

Are you happy with Capsule CRM's feature set?

Yes

Did Capsule CRM live up to sales and marketing promises?

Yes

Did implementation of Capsule CRM go as expected?

Yes

Would you buy Capsule CRM again?

Yes

It
is specially designed to simplify contact management and for appropriate
estimations. It is designed to make your work easier. It provides everything
you require for productive lead management.
It
is specially designed to simplify contact management and for appropriate
estimations. It is designed to make your work easier. It provides everything
you require for productive lead management.
It enables you to keep info tracked in the program. It helps you manage the
data of consumers and organizations effectively.

Capsule CRM Feature Ratings

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