VA Tools in the Spotlight: Capsule



 

 

 

 

Capsule is a user-friendly CRM (customer relationship management) system that can help you keep track of all your sales tasks, relationships, and pipeline.

What is it used for – key features

  • Track all contact history with a client/potential client
  • Attach important documents to client accounts
  • Manage and assign tasks to other team members
  • Create and manage lists of contacts and potential customers

Why should l recommend this tool to a client?

There are many CRM tools on the market, but Capsule offers a unique interface that makes it very simple to get a comprehensive view of what is happening in each sales account on one just screen.

How does it work?

Upload contact information for clients and potential clients to keep track of sales tasks and activities for each of your accounts. Attach important documents to accounts, assign tasks to yourselves or other members, make task lists and share with team members, integrate other apps and run reports, view analytics and statistics for each account, and stay on top of your sales pipeline.

Integrations?

Capsule integrates with many apps, including Google Apps and Freshbooks accounting software.

Pricing?

Capsule is free for up to 2 users, and also has a professional option that includes access for more users and premium integrations starting at $18 a month (with a 30 day free trial).

Best Practices

Multiple users: Add your team to your account to divide and conquer sales tasks

Integrate Your Email. Keep accounts up to date with communications by integrating with your email provider.

Computer & Browser. It is Mac + PC friendly, and works in most browsers

Other Comparable Tools

Salesforce

Insightly 

Zoho CRM

Do you use Capsule? How do you find it helps your client projects? Share with us below!


Audrey Fairbrother

Audrey Fairbrother

Audrey Fairbrother is the Marketing Manager for Worldwide101, a premium subscription staffing company that meticulously matches amazing talent to demanding founders and executives.
Audrey Fairbrother
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