Product Overview of Capsule CRM
Capsule CRM is a comprehensive Customer Relationship Management (CRM) tool designed to help businesses manage their daily activities, foster meaningful relationships with contacts, and streamline various business processes. Here’s a detailed look at what Capsule CRM does and its key features.
Core Functionality
Capsule CRM is more than just a contact management system; it integrates all aspects of your business, including calendar organization, sales deal management, and project management. It allows users to work independently or collaboratively, making it an ideal solution for businesses of all sizes, from small enterprises to larger organizations.
Key Features
Contact Management
Capsule CRM provides a centralized contact management system where you can store and manage all your contacts, including their key information, interaction history, and custom fields. It supports importing contacts from various sources such as Outlook, Google Contacts, CSV, and vCard. The system keeps all contact data in sync with your favorite apps, ensuring you have the latest information at your fingertips.
Sales Pipeline Management
Capsule offers robust sales pipeline management, allowing you to track all your sales opportunities in a customized pipeline. You can create multiple sales pipelines to manage different products, services, or markets. The pipeline feature includes detailed opportunity tracking and drag-and-drop cards for easy management.
Workflow Automation
The CRM includes powerful workflow automation tools that help reduce manual work and speed up business processes. Users can set up workflows and trigger activities to support sales reps and managers at every stage of the sales cycle. Automation can also be applied to other business processes, such as project management and new hire onboarding.
Email Marketing
Capsule seamlessly integrates with Transpond, a marketing tool that helps organize contact information into segmented marketing lists. This integration allows for automatic syncing of contact profiles and custom fields, making it easier to run targeted marketing campaigns.
Reporting and Analytics
Capsule provides enhanced sales reporting, including lost reason reporting, which helps identify gaps in the sales process. The CRM also offers connectors to tools like Looker Studio, enabling you to create customized reports tailored to your business needs. Additionally, you can report on custom activity types to gain deeper insights into your operations.
Project Management
The CRM includes project management features that allow you to automate tasks and manage projects efficiently. You can set up workflows to support new hire processes, ensuring new employees are ready to work quickly.
Customer Service
Capsule is designed to enhance customer service by providing tools for managing customer interactions on the go. The mobile app allows you to log calls, start calls, messages, and emails directly from a contact’s profile, even when offline. This ensures prompt response times and better customer support.
Customization and Integration
Capsule CRM is highly customizable, allowing you to create custom fields, workflows, and lists to match your unique business processes. It integrates with various business tools such as email, accounting, and customer service software, ensuring all customer data is centralized and up-to-date.
Additional Benefits
- Mobility and Compatibility: Capsule is mobile-compatible, enabling businesses to manage customer interactions across different devices and platforms.
- Data Organization: The CRM minimizes data entry by syncing with other apps and tools, keeping all information in one place and reducing the need for spreadsheets.
- Advanced Search: Features like full text search and customizable tags make it easy to find key information about contacts quickly.
- Document Management: You can attach documents such as agreements, quotes, and proposals to contact profiles for easy access.
In summary, Capsule CRM is a versatile and customizable tool that helps businesses streamline their operations, manage contacts effectively, and enhance customer relationships through its robust features and seamless integrations.