Capsule

Frequently Asked Questions about Capsule CRM

Who are Capsule CRM?

Capsule CRM is a customer relationship management software provider that focuses on helping small to medium-sized businesses manage their relationships with customers and leads. The company is known for its user-friendly interface and robust features tailored for effective customer management.

What are Capsule CRMs products?

Capsule CRM offers a single product: a comprehensive CRM platform designed to help businesses manage contacts, sales pipelines, tasks, and communications with customers. The platform includes features for tracking interactions, automating processes, and generating reports.

What services do Capsule CRM offer?

Capsule CRM provides various services, including cloud-based CRM software, customer support, and resources for onboarding and training users. Additionally, they offer integrations with other applications to enhance functionality.

What type of companies do Capsule CRMs products suit?

Capsule CRMs products are best suited for small to medium-sized businesses across various industries, including retail, professional services, and marketing. The platform is designed to be flexible and can accommodate diverse business needs.

How much does Capsule CRMs product cost?

Capsule CRM offers several pricing tiers, starting with a free plan that includes basic features. Paid plans start at £12 per user per month, with additional features and capabilities available at higher tiers. Pricing may vary based on the number of users and selected features.

Does Capsule CRM offer a free trial?

Yes, Capsule CRM offers a free trial period for new users to explore the platform and its features without any commitment. This allows potential customers to assess the software before making a purchase.

What discounts does Capsule CRM offer on their products?

Capsule CRM occasionally offers discounts for annual subscriptions compared to monthly billing. Specific promotions may be available from time to time, so it is advisable to check their website for the latest offers.

Are there any hidden fees or additional costs with Capsule CRM?

Capsule CRM is transparent about its pricing structure. However, users may incur additional costs if they opt for integrations with third-party applications or exceed the limits of their chosen plan.

Who uses Capsule CRMs products?

Capsule CRM is used by a diverse range of professionals, including sales teams, marketing departments, and customer service representatives within small to medium-sized businesses. It is particularly popular among entrepreneurs and startups seeking an affordable CRM solution.

What are the main features of Capsule CRMs products/services?

Main features of Capsule CRM include contact management, sales pipeline tracking, task management, email integration, reporting and analytics, and customisable dashboards. The platform also offers mobile access and various integrations with other tools.

How does Capsule CRM compare to its competitors?

Capsule CRM is often noted for its simplicity and ease of use compared to other CRM solutions. While it may lack some advanced features found in larger platforms, it appeals to users looking for a straightforward, cost-effective option for managing customer relationships.

Is Capsule CRMs platform easy to use?

Yes, Capsule CRM is designed with user-friendliness in mind. Its intuitive interface allows users to navigate the platform easily and access essential features without extensive training.

How easy is it to set up Capsule CRMs product or service?

Setting up Capsule CRM is generally straightforward. Users can create an account and begin customising their settings within a short period. The platform also provides helpful resources and guides to assist with initial setup.

Is Capsule CRM reliable?

Capsule CRM is considered reliable, with a strong uptime record and secure data storage. The company employs industry-standard security measures to protect user data and ensure service availability.

Does Capsule CRM offer customer support?

Yes, Capsule CRM offers customer support through various channels, including email and a help centre with documentation and tutorials. Users on paid plans have access to priority support.

How secure is Capsule CRM’s platform?

Capsule CRM places a high priority on security, utilising encryption, secure data storage, and regular backups to protect user information. The platform complies with relevant data protection regulations.

Does Capsule CRM integrate with other tools or platforms?

Yes, Capsule CRM supports integration with several third-party applications, including email, accounting, and project management tools, allowing users to extend its functionality and streamline workflows.

Can I use Capsule CRM on mobile devices?

Yes, Capsule CRM offers a mobile-friendly interface, allowing users to access their CRM from smartphones and tablets. There is also a dedicated mobile app available for both iOS and Android devices.

What do users say about Capsule CRM?

Users generally appreciate Capsule CRM for its ease of use, affordability, and effective customer management features. Some feedback highlights its simplicity, while others note the need for additional advanced functionalities.

What are the pros and cons of Capsule CRM?

Pros include its user-friendly interface, cost-effectiveness, and essential CRM features. Cons may involve limited advanced integrations and functionalities compared to larger, more complex CRM systems.

How can I purchase Capsule CRM’s services?

Capsule CRM services can be purchased directly through their website, where users can select a pricing plan and set up an account. Payment can be made via various methods, including credit/debit cards.

What is the cancellation or refund policy for Capsule CRM?

Capsule CRM allows users to cancel their subscription at any time. However, there is no refund for partial months, and users are encouraged to review the cancellation policy on their website for detailed information.

What are the common use cases for Capsule CRM?

Common use cases include managing customer relationships, tracking sales leads, organising tasks, and monitoring team performance. Capsule CRM is particularly useful for sales teams and small business owners looking to improve customer interactions.

Why choose Capsule CRM over other options?

Capsule CRM may be preferred for its simplicity, cost-effectiveness, and focus on the essential features needed by small to medium-sized businesses, making it a suitable choice for users looking for a straightforward CRM solution.

How easy is it to set up Capsule CRM?

Capsule CRM is designed for easy setup, with step-by-step guidance available for new users. The process typically requires minimal time and effort, enabling users to quickly start managing their customer relationships.

Does Capsule CRM offer training or tutorials?

Yes, Capsule CRM provides various training materials, including video tutorials, articles, and a comprehensive help centre to assist users in understanding and maximising the platforms features.

What languages does Capsule CRM support?

Capsule CRM primarily supports English. However, the platform may be used in other languages, depending on user preferences and settings. It is advisable to check the website for any updates on language support.

What problems does Capsule CRM solve?

Capsule CRM addresses challenges related to customer management, such as tracking interactions, managing sales processes, and organising customer data. It helps users streamline their workflow and enhance customer relationships.

Is Capsule CRM worth the investment?

Capsule CRM is considered a worthwhile investment for small to medium-sized businesses seeking an affordable, easy-to-use CRM solution. Its features provide valuable tools for improving customer management and increasing sales effectiveness.