You can open your Capsule task calendar using Google Workspace. You can use a handy Google add-on for Capsule within Gmail, allowing you to add new contacts and information about them directly to Capsule from within the Gmail interface. When you click on a contact’s email address, it automatically opens up a Google email window and allows you to send them an email (it’ll also automatically add your message to the communications history for that contact). There are 6 icons that you use to access Capsule’s main features:Īny time you add a contact to Capsule, his or her details will automatically get added to your Google address book (but NOT the other way round) But first, a quick look at how easy Capsule is in general to use.Ĭapsule is really easy to use – its interface is clean and very user-friendly.
We’ll deal with how well a few of these features work in more depth below. As you might suspect you keep these open until they are resolved and close them off when they are finished, and this functionality effectively allows you to run a basic support desk.
Manage ‘cases’ related to particular events – you can use these to deal with customer enquiries or manage pieces of work to do with a particular project. Identify which of your contacts are on social media and append their profile information to contacts Make use of a range of third-party tools, like Mailchimp or Zendesk (to manage e-comms or a support desk respectively) Integrate the system with Microsoft 365 and Google Workspace (this is discussed in more depth below) Use ‘tracks’ to create a standard selling process (‘tracks’ are a sequence of predefined tasks that should be completed and checked off within Capsule when following up on a business opportunity) Track activity between you, your colleagues and leads (for example, you can automatically append a copy of an email to a lead’s record, add information about a meeting you had with them etc.)Ĭreate tasks relating to particular deals and share them with co-workers Manage your ‘sales pipeline’ and generate reports on it In terms of core features, Capsule CRM allows you to It’s fair to say however that the products referenced above are considerably more feature-rich than Capsule, offering features such as email marketing and sophisticated marketing automation features.Īs ever when it comes to pricing, it boils down to being very aware of your needs and evaluating the features of a few different CRMs before committing to one. So, generally speaking, Capsule comes in at the cheaper end of the spectrum.
ZOHO OUTLOOK INTEGRATION COST FREE
(That said, you can avail of a pretty-well specced free Hubspot plan). Hubspot starts at $50 per user per month. Zoho’s entry level plan (‘Standard’ Zoho) costs $14 per month.
Salesforce ‘Essentials’ costs $25 per user ‘Professional’ costs $75 per user per month. Salesforce offers a very wide range of customisable paid-for plans, but its ‘Essentials’ and ‘Professional’ plans are probably the most relevant to users contemplating using Capsule CRM.
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