VIDEO: Capsule CRM Demo

capsule CRM is an online customer relationship management system that's smart and simple to use ideal for small and medium-sized businesses capsule CRM helps you develop strong customer relationships make more sales and get a clearer picture of your business so you can make more informed decisions if you're looking for a simple CRM solution you should check out capsule CRM but if you want to speed up your software search use our product selection tool to get a free short list of CRM software recommendations for your needs click the link in the description to get started capsule CRM gives you an overview of all of your customer data in one system keeping track of your interactions with the people and companies you do business with you can enhance contact records by adding notes storing emails and attaching documents such as agreements proposals and brochures capsule CRM offers a task management feature and allows you to share contact information with your coworkers you can also use capsule CRM to follow your contacts on social media categorize customers with searchable tags and add specific data with custom fields manage your contacts and lists using your own filters or export your list to be used in another system capsule CRM provides a complete summary of your opportunities their potential values the stage they're in and suggested next actions the sales dashboard lets you keep track of every sales opportunity through milestones linked to a success factor success factors are used to forecast potential sales revenue so you also know an opportunities expected value based on probability and total opportunity value the CRM solution comes with a visual pipeline that lets you drag and drop opportunities into the next milestone column as sales progress the pipeline dashboard shows you vital statistics future projections and sales summaries all in a single clear dashboard view capsule CRM comes with several different reports these reports shows sales data pipeline insights activity stats and other crucial business information so you can make decisions based on accurate data stay on top of your sales team's performance with reports that show won and lost opportunities by the owner team or over time you can analyze your pipeline using pipeline forecast pipeline growth or leaking pipeline reports you can also generate activity reports or compare activity types and by team or by user capsule CRM integrates with Google Data studio to combine multiple data sources this allows you to create interactive dashboards and comprehensive reports to backup your business decisions the system also supports integration with over 50 apps in more than a dozen categories including G suite MailChimp zero Zendesk and zapier there are many pros of using capsule CRM let's look at a couple of them if you're a startup or small business using G suite capsule CRM is ideal for you you can use Google's single sign-on to log into the CRM the Gmail add-on lets you capture contact information from your inbox so you can build your contact list quickly additionally you can work right inside Gmail to view contact information add follow-up tasks and track engagements from stored conversations in history capsule CRM gives you the option to capture additional contact information with custom fields you can also create custom tags define different milestones in your sales process and pipeline and create lists using the advanced search function the system also lets you change the look of your interface with your own logo and brand colors capsule CRM is an online solution that also provides mobile apps for iOS and Android allowing you to view add or update information on the go while this is good in theory some users complain that the app runs slowly on some devices and doesn't offer the full range of functionality that you get in the browser application if you're still undecided about which CRM is right for you use our product selection tool to get a free short list of CRM software recommendations for your needs click the button on the left to get started

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