Capsule CRM Review
Capsule CRM is a customer relationship management platform provided
by Zestia Ltd, a company founded in 2009 and based in Manchester, United
Kingdom. The company was built as a response to the lack of high quality
CRM platforms that customers can use in a simple way, which at the
time, most CRM platforms were either too simple or too complicated for
the customers. The focus of the company is to provide a simple CRM
platform that anyone can use, with various features, such as premium
integrations, customization, collaboration, simple customer
organization, and more.
Manage And Organize Customer Information In One Dashboard
The good thing about Capsule CRM is that once you open the dashboard, you can find all the information that you need about your customers in one page. From the dashboard, you can take a look at your contact information, the conversations with your customers, the important files and documents that you have shared with your contacts, and more. Also, from your dashboard, you can manage your sales in any way that you want, as well as create reports about your sales and see the sales insights that can be useful for your business.
Collaborate With Team Members To Do Various Tasks
This CRM platform also helps you to make collaboration easier, meaning that you can do various tasks together with your team members to get things done more quickly. You can share your contact information with other team members and discuss various things with your team members as necessary. You can create new tasks so that all team members can see it, as well as see the task progress in real time. You can also assign each task for each team member and monitor their progress in one simple dashboard. In this way, it keeps the workflow smooth and steady for your business.
A Complete Summary Of Your Business Progress
While Capsule CRM is a simple CRM platform, it does bring important features around, such as a detailed summary about your business. With this platform, you can see the full information about your contacts, interactions, vendors, social media platforms, and more. The good thing about it is that you can track each and every aspect of your customer in your business, how many sales that you have made with each customer, important business statistics, and so on. You can also share each information with your team members, so that they can interact with the customers better.
CRM is not a too simplistic customer relationship management platform,
and yet, it is not too complicated as well. It brings all the important
features to the table, such as premium integrations, dashboard
customization, customer information organization, collaboration with
team members, and many more, without confusing the users about how to
use the platform effectively. It gives you all the information regarding
your business progress, especially sales, as well as detailed
information about each customer. It brings a simple management for your customers,
so that you can interact with them more easily. Overall, this is a
simple, yet full-featured customer relationship management platform that
you can use to improve your relationship with your customers, as well
as manage a good relationship with them.