Capsule CRM is an ideal solution for small to medium business with a sales team.  Simple to use, Capsule is an affordable cloud based CRM system with sales pipeline tracking and a great mobile app.

Capsule CRM is simple to use, effective and flexible. The ease of integration with other popular cloud based applications such as Xero, QuoteRoller, MailChimp and Google Apps makes this CRM software a favourite for business owners wanting an uncomplicated and straightforward system.

Capsule CRM focuses on tracking relationships and sales pipelines, plain and simple. It offers less functionality in other aspects of CRM such as campaigns and reporting, yet as a CRM for smaller businesses, not seeking all the bells and whistles (and the accompanying complexity), Capsule is pretty much an ideal solution. Data is kept nice and secure via redundant servers hosted in Amazon data centers, and it’s backed up every hour.

A great user experience

The user experience in Capsule is easily one of its strongest points. The interface is incredibly intuitive and simple, with only five tabs to navigate between in a simple layout (unlike many other CRM’s out there that tout powerful simplicity). This is really important, as the rather cliched phrase “ease-of-use”, is actually the biggest reason affecting user acceptance and adoption, or lack thereof.

The user interface is split up into five main modules: the dashboard, people & organizations, calendars and tasks, the sales pipeline, and cases. You have the ability to create new tasks, contacts, cases, and opportunities from anywhere in the system, which always comes in handy.

All contacts stored in the CRM are stored according to user defined categories. The contacts can be tagged and then sorted for easy identification such as vendor, customer, and lead/opportunity. A user can also add notes such as scheduled meetings, meeting outcomes, and other notes about the customer, which feeds through to the client history wall in the contact’s profile. This is the lifeblood of Capsule – one centralised place to store everything related to your contact. The social feeds are also quite useful; you get a summary of recent Twitter updates and LinkedIn feeds, among other things. Think of the potential! In one place, you have every detail about your contact you could ever need to know. This feature of congregating the data helps the user get up to speed with the customer before interacting or presenting an offer.

It has a great sales pipeline for tracking bids, deals, proposals and other opportunities displayed both graphically and as a list.  The dashboard will give you a quick summary of opportunities on the go, as well as all the latest updates. It’s a great place to start your day; see all new updates on items, new files, tasks, changes to current tasks, and sales forecasting. You can filter your updates by person or the type of item. Then jump in and create new tasks or opportunities right from the dashboard.

If you have a mobile sales team they can directly access, edit and create customer data via the mobile app. Capsule CRM allows businesses to collaborate in real time with their employees via tasks assignment and brings accountability tracking for managers. There is the capacity for simplistic task automation or workflows to ensure your operational processes and the delivery of customer experience are consistent.

You can even customise the CRM to fit your business, by adding the data fields you need and branding it with your colours and logo.

We are registered partners with Capsule CRM and can help you with implementation and training resources.