Sobre Capsule

Con la cápsula puedes gestionar todas las relaciones, no solo la de los clientes: contactos de gestión, clientes potenciales, proveedores y mucho más.

Puedes gestionar los canales de ventas: hacer un seguimiento de ofrecimientos, ofertas, propuestas y otras oportunidades. Puedes ver todo en el panel de ventas.

Se pueden organizar los correos electrónicos: conectar fácilmente los correos electrónicos a Capsule cuando envías o recibes correos electrónicos de tus contactos.

Se puede tener un historial completo en un solo lugar: adjuntar notas, conversaciones, documentos y archivos directamente en el historial de un contacto, de manera que esté fácilmente disponible.

Puedes asegurarte de que las cosas se hagan: crear tareas y compartir con los compañeros de trabajo. No te pierdas el plazo de la propuesta o la llamada del cliente.

Puedes hacer que se adapte a tu negocio: personaliza Capsule agregando los campos de datos que necesitas. Márcalo con tus colores y logotipo.

Precios desde:

US$18,00/mes

  • Versión gratuita
  • Prueba gratis
  • Suscripción

Clientes habituales

  • Trabajadores autónomos
  • Empresas pequeñas (2-50)
  • Empresas medianas (51-500)
  • Empresas grandes (500 o más)

Implementación

  • Basado en la nube
  • Entorno local

Disponible en los países siguientes

Emiratos Árabes Unidos, Argentina, Austria, Australia, Bélgica , Bolivia, Brasil, Canadá, Suiza, Chile, China, Chequia, Alemania, Dinamarca, Estonia, España, Finlandia, Francia, Reino Unido, Grecia, Croacia, Irlanda, India, Islandia, Italia, Japón, Lituania, Letonia, México, Países Bajos, Noruega, Nueva Zelanda, Perú, Polonia, Portugal, Rumanía, Rusia, Suecia, Singapur, Ucrania, Estados Unidos, Sudáfrica

Idiomas admitidos

inglés

Precios desde:

US$18,00/mes

  • Versión gratuita
  • Prueba gratis
  • Suscripción

Imágenes

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Funciones

Funcionalidades totales de Capsule: 88

  • API
  • Acceso móvil
  • Alertas y notificaciones
  • Almacenamiento de documentos
  • Análisis de evolución de ventas
  • Análisis predictivo
  • Análisis visual
  • Arrastrar y soltar
  • Asistencia al cliente
  • Automatización de marketing
  • Autorizaciones basadas en roles
  • Base de datos de clientes
  • Base de datos de contactos
  • Búsqueda de clientes potenciales
  • Búsqueda/filtro
  • CRM
  • Campos personalizables
  • Captura de clientes potenciales
  • Catalogación/Categorización
  • Comentarios/notas
  • Control de procesos empresariales
  • Control de respuestas por correo electrónico
  • Controles o permisos de acceso
  • Creación de informes y estadísticas
  • Creación de informes/análisis
  • Creación de marca personalizable
  • Cualificación de leads
  • Distribución de clientes potenciales
  • Etiquetado
  • Flujo de trabajo configurable
  • Formularios web
  • Generación de clientes potenciales
  • Gestión de actividad de ventas
  • Gestión de archivos
  • Gestión de asignaciones
  • Gestión de calendarios
  • Gestión de campañas
  • Gestión de citas
  • Gestión de clientes
  • Gestión de clientes potenciales
  • Gestión de contactos
  • Gestión de correo electrónico
  • Gestión de documentos
  • Gestión de flujos de trabajo
  • Gestión de modelos
  • Gestión de oportunidades
  • Gestión de tareas
  • Gestión del pipeline
  • Gestión del pipeline de ventas
  • Gestión del territorio
  • Herramientas de colaboración
  • Importación y exportación de datos
  • Informes de ventas
  • Informes del pipeline
  • Informes personalizables
  • Integraciones de terceros
  • Integración de redes sociales
  • Marketing por correo electrónico
  • Modelos personalizables
  • Métricas de rendimiento
  • Notificaciones en tiempo real
  • Panel de actividades
  • Panel de comunicaciones
  • Para dispositivos iPad
  • Para pequeñas empresas
  • Para propiedades inmobiliarias
  • Para startups
  • Plantillas de correo electrónico
  • Presentación gráfica de datos
  • Presupuestos y estimaciones
  • Previsión
  • Previsión de ventas
  • Programación de tareas
  • Recordatorios
  • Segmentación
  • Segmentación de clientes
  • Segmentación de clientes potenciales
  • Seguimiento de actividades
  • Seguimiento de fuentes
  • Seguimiento de interacciones
  • Seguimiento de recomendaciones
  • Sincronización de calendario
  • Sincronización de datos
  • Sistema de calendarios o recordatorios
  • Supervisión
  • Varias divisas
  • Visualización de datos
  • XML y RSS

Alternativas

Freshdesk

4,5
#1 alternativa a Capsule
Freshdesk es un software de servicio al cliente omnicanal, basado en la nube y diseñado para empresas de todos los...

SugarCRM

3,8
#2 alternativa a Capsule
SugarCRM es una herramienta de gestión social de clientes que incluye automatización completa de ventas, marketing y...

Salesforce Essentials

4,3
#3 alternativa a Capsule
Salesforce Essentials es una solución CRM basada en la nube, destinada a pequeñas empresas, que permite a los usuarios...

monday.com

4,6
#4 alternativa a Capsule
monday.com es un sistema operativo de trabajo en la nube, donde los equipos crean aplicaciones de flujo de trabajo en...

Opiniones

Calificación general

4,5 /5
(147)
Relación calidad-precio
4,6/5
Funciones
4,3/5
Facilidad de uso
4,6/5
Asistencia al cliente
4,5/5

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¡Ayuda a los compradores de software! Las opiniones sobre los productos son útiles para que el resto de los usuarios podamos tomar las decisiones acertadas.

Mostrando 5 opiniones de 147
Robert
Calificación general
  • Sector: Administración educativa
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante 6-12 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Probabilidad de recomendación 9.0 /10

A simple CRM that allowed us to hit the ground running

Revisado el 04-08-2022

Overall I have been pleasantly surprised. I at first thought the system would be too underpowered...

Overall I have been pleasantly surprised. I at first thought the system would be too underpowered for what we needed, but it has actually delivered on what we have needed and the simplicity of changing things has allowed us to easily experiment with our processes until we have things right. It has suited our small team very well - and I look forward to seeing how well it scales with us.

Puntos a favor

I like the simplicity of the system. It was very quick and easy both to setup (and make changes to) and then to use the system. It has been very easy to train new employees on. The system has some good power around workflows - which have helped us lock down our processes and helped new staff to follow them. It has a good integration with Xero which has saved us a lot of time and has just released an integration into a mail campaign tool (Transpond) which looks to be a nice added bonus.

Puntos en contra

The system doesn't have a document generation tool (so you need to generate invoices and quotes in a separate system). It also is comparatively underpowered in the reports you can generate (even when you upgrade to the higher tiers that have additional reporting functionality). You can export full data sets to CSV - so we have built what we needed in Excel, but it would be nice to have it saved as reports and visualisations in the system. There also isn't the flexibility around notifications that I am previously used to (and so we have had to adjust the workflows a little).

Alternativas consideradas

Salesforce Essentials

Razones para cambiar a Capsule

The initial price point was cheaper for Capsule (about half the price of Salesforce) - and I and other key staff members of the team had experience of setting up Salesforce and found that there was just a lot more to do before you could start using the system (and another step change of work before you could start using it again).

Respuesta de Zestia

Hi Robert,

Chloe from Capsule here. Thanks for taking the time to write a detailed review - it really helps our team when we receive first-hand feedback. We're so happy to hear that Capsule is helping your business and saving you time in a variety of ways. We've also taken onboard your feedback regarding document generation, reports and notifications. If anything should change on any of those fronts - you'll be the first to know. Regardless, we're very happy that you've been surprised by Capsule and look forward to helping your business scale in the future.

Jesse
Calificación general
  • Sector: Medios online
  • Tamaño de la empresa: Trabajador autónomo
  • Software usado A diario durante 6-12 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Probabilidad de recomendación 10.0 /10

Capsule is simple to use and just the right number of features

Revisado el 16-12-2021

I've been using Capsule for several months and I am very happy. Occasionally I try other apps just...

I've been using Capsule for several months and I am very happy. Occasionally I try other apps just to see, but none of them are as easy to use. Capsule feels like a gem of a CRM in a field crowded with lots of apps. If you need reminders of who to follow up with and when, Capsule does that really well—and can grow with you as you grow. Next year I'll likely need to upgrade from the free level, and I'll gladly do so.

Puntos a favor

As a service provider I have a lot of contacts to track. I tried several CRMs (Hubspot, Monday, etc) but none were as simple to use as Capsule. I had basic needs: track new contacts and set reminders to follow up. While other apps had those features alongside dozens of other tools, Capsule made it very easy to start tracking and reminding right away. And that's on a free level!

The Gmail extension works really well and makes adding tasks quick and easy.

Puntos en contra

If I was nitpicky, I'd say maybe a more modern design. But it's not strictly utilitarian, and it's simplicity makes it easy to do what I need.

Alternativas consideradas

Pipedrive, Sendinblue, monday.com y HubSpot CRM

Razones para cambiar a Capsule

Other CRMs were pretty complicated for what I needed. I first tried Hubspot, but I was lost in all the features. All I needed to do was set reminders to follow up with people. While the other CRMs do that, it felt like I had to swim through a dozen other features to get there. I was able to start using Capsule immediately and knew exactly what to do. And with the Gmail extension, it's even simpler.

Respuesta de Zestia

Hi Jesse,

Chloe here from Capsule. Thanks for taking the time to write a review - that's really going to help other people considering Capsule. We're happy to hear that you're finding Capsule so easy to use, especially compared to alternatives you considered and that it's helping you to do what you need to.

Peter
Calificación general
  • Sector: Tecnología y servicios de la información
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

wonderful Software for every business

Revisado el 20-11-2020

The software is simple to use, it has a wide range of tools that you can use. However, the great...

The software is simple to use, it has a wide range of tools that you can use. However, the great thing you dont have to use all the features and they are hidden away, so they dont affect your everyday usage. Incredibly for this type of software and all the tools you can access, it is incredibly affordable for personal, small business or large companies. We really love the product

Puntos a favor

We have used this software for over five years. We used to use act and were reluctant to move to another provider. We moved because we could use the software on all forms of devices, anywhere in the world. The other great feature is that it is so simple to use, you hardly need any training at all

Puntos en contra

Actually we love it, so we dont really have anything negative to say

Respuesta de Zestia

Hi Peter,

Chloe from Capsule here. Thanks for reviewing us! We're so happy to hear that Capsule has worked out for you!

REBECCA
Calificación general
  • Sector: Propiedad inmobiliaria
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante 6-12 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Capsule Review

Revisado el 24-09-2020

Puntos a favor

Very easy to set up
Easy and intuitive to use
It is flexible enough so that it can be moulded around a requirement or purpose, even if that function isn't immediately obvious.
The support staff are great at coming up with solutions and work arounds
Support staff are very quick to respond.
The close links with Mailchimp and Zapier are great and really easy to merge different systems.

Puntos en contra

You can't 'drag and drop' documents from the system to emails.
There's no 'pre-opportunity' stage - i.e. no way of registering an interest in a product (linking a client and product or organisation) without it being a formal 'opportunity' - there needs to be a 'pre-opportunity' facility to ease admin in the system.
There's no way of retaining a record of a meeting in the calendar.
There's no one to stand behind my husband and remind him to record notes in the system! :-)

Alternativas consideradas

Zoho CRM y HubSpot CRM

Razones para cambiar a Capsule

it worked better for our requirements, customer support was personal and significantly better and the price was better.

Respuesta de Zestia

Hi Rebecca,

Chloe from Capsule here. Thanks for your review - I'll be sure to pass on your feedback to our team. As for the pre-opportunity problem, you could use a Case for that and then you can link that case to an Opportunity if it does move into the pipeline. That way you can have a clear record of it, but it isn't impacting conversion rates or anything like that. You can read more about Cases here:
https://capsulecrm.com/support/projects-and-events/understanding-cases/. While you can't see your past tasks in the Calendar, you can go to the task list view and filter for completed tasks. Here you'll be able to see a list of everything that's been completed. While we can't put someone behind your husband and nudge him - you could set up a task for a certain time each day that recurs every week (5 recurring tasks), basically just as a prod to remind him to add notes? I hope that gives you some tips and if you need any extra support you can always reach out to us.

Dave
Calificación general
  • Sector: Formación profesional y coaching
  • Tamaño de la empresa: Trabajador autónomo
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Simple and Functional

Revisado el 07-09-2020

My needs for tracking client opportunities are simple and this CRM does everything I need of it. I...

My needs for tracking client opportunities are simple and this CRM does everything I need of it. I mainly use it for recording my meetings and coaching sessions with my clients. This functionality is easy to use and it is easy to search clients later to see what was last talked about.

Puntos a favor

It is incredibly easy to set up, very simple to use and I like it's integration with Xero.

Puntos en contra

Sending email from the system get stored in dropbox, not ideal if you don't use dropbox

Alternativas consideradas

Zoho CRM y HubSpot CRM

Razones para cambiar a Capsule

it was the easiest to use and the price point was great.

Respuesta de Zestia

Hi Dave,

Chloe from Capsule here. Thanks for your feedback - we're glad you like the integration with Xero. In terms of the Drop Box I have good news as the Capsule Drop Box is not the same as the file storage service Dropbox.com. The Capsule Drop Box is effectively an email address that you use to BCC or forward your emails to which in turn stores them against the relevant contact in your Capsule account. This is what non-google users use for storing emails. You can learn more about storing emails using the Capsule Mail Drop Box here: https://capsulecrm.com/support/setup-and-configuration/storing-emails/#understanding-the-mail-drop-box.
If they are finding that emails aren't being stored on their contacts as expected, could you please email [email protected] and we can investigate further.

Mostrando 5 opiniones de 147 Todas las opiniones

Preguntas frecuentes sobre Capsule

He aquí algunas preguntas frecuentes sobre Capsule.

Capsule ofrece los siguientes planes de precios:

Los clientes habituales de Capsule son:

Trabajador autónomo, 2-10, 11-50, 51-200, 201-500, 501-1.000, 1.001-5.000

Capsule admite los siguientes idiomas:

inglés

Capsule admite los siguientes dispositivos:

Android (móvil), iPhone (móvil), iPad (móvil)

Capsule se integra con las siguientes aplicaciones:

ActiveCampaign, Acuity Scheduling, Akita, Asana, Basecamp, Benchmark Email, Better Proposals, BigCommerce, CallFire, CallRail, Chargebee, Chargify, Cin7, CircleLoop, Clockify, Constant Contact, Cyclr, Cyfe, DEAR Systems, Databox, Deputy, Docsify, Emma, Enalyzer, Eventbrite, FileInvite, FluidSurveys, Formstack Forms, FreeAgent, FreshBooks, FreshMail, FullContact, GetResponse, Gmail, Google Calendar, Google Contacts, Google Data Studio, Google Workspace, Gravity Forms, Help Scout, Jotform, KashFlow, Kixie PowerCall, Leadinfo, LeadsBridge, LiveChat, Mad Mimi, Mailchimp, MailerLite, Make, Mention, Meta for Business, Microsoft Outlook, Microsoft To Do, OmniFocus, Operations Hub, Paycove, Process Street, Quickbooks Online, Quotient, REVE Chat, Rezdy, Ruler Analytics, ScheduleOnce, SendPulse, Signable, Slack, SupportBee, Tidy, TidyEnterprise, TimeCamp, Todoist, Toggl Track, Toky, Trello, Twitter, Unbounce, Userlike, WebMerge, WooCommerce, WordPress, Wufoo, Xero, Zapier, Zendesk Suite, Zoho Flow, monday.com

Capsule ofrece las siguientes opciones de asistencia:

E-mail/Help Desk, Preguntas frecuentes/foro, Base de conocimientos, Chat

Categorías relacionadas

Ver todas las categorías de software encontradas para Capsule.