Resource Recommendations: Capsule CRM
As you may already be aware, I have a great resources section on my website, where I tell you which online tools I use and why. Each month I’ll dig a little deeper into one of these resources and hope that you find some useful information, and that I can help you find the right tool for the job.
As you’ll see on the resources page, I earn a small commission when you sign up for any of these tools using the links provided, and I only work with tools and resources I trust and believe in.
So, let’s get started.
This month I’ll be taking a closer look at Capsule.
Why does a business need a CRM?
A CRM (Customer Relationship Management) system allows you to keep everything in place and ensure that you can easily monitor your sales funnel. It means that instead of hunting through your email contacts to find things, you can easily see in one place all your contacts, leads and clients. Some CRMs are simply a directory of your contacts, others offer email marketing and even an automated sales process. Having all the information in one please means you can easily grant access to team members as and when required, but also should you decide to sell your business – it’s a great way to showcase your pipeline.
Why do I recommend Capsule?
Capsule is the first CRM I started using and five years on it is still integral to my business. It’s low cost and super easy to use.
Capsule is also easy to integrate with over 50 industry standard tools and resources (such as G Suite, Xero, and Signable). Capsule is fabulous for small businesses or those just starting out too, with a free plan for up to 2 users storing up to 250 contacts.
As your business evolves and you need to move onto a paid plan, Capsule is reasonably priced and includes features which streamline the day to day running of your business – and as you would expect from a CRM geared towards growing businesses, features include Contact Management, Tasks and Calendar, Sales Pipeline, Sales Analytics, Security and Permissions and Customisation capabilities.
How do I use Capsule?
I have my own reasons for adoring Capsule, little touches that make life easier. Being organised is a priority for all of us in this industry, and Capsule includes some really intuitive features that keeps your virtual desk tidy.
- You are able to bcc (blind copy) Capsule on emails and it stores the emails against the existing contact or creates a new contact whilst recording the email history. Amazing!
- Cases – Capsules allows you to create a bespoke email address for each project so emails can be stored against the relevant project – a brilliant touch for organisation.
- The track system enables you to set up reminders and creates automated task lists – and anything that automates is a huge bonus.
My team are fans of Capsule too. I asked them what they love the most about this CRM, here’s what they had to say:
“Capsule is great if it’s the first time you’ve used a CRM. Easy to set up, easy to share, and easy to use.”
“I love that you can link your Capsule account to your G Suite or Gmail account to give instant access to past interactions with the sender of the current email.”
“Capsule has an app you can add to your mobile, which lets you track interactions on-the-go (including phone call logging). This is super useful for those of us who work remotely.”
So, there you have it.
We love Capsule and we’re confident you will too.