Capsule CRM Updates
The 10 Best CRMs for Small Business in 2018
The 16 Best Free CRM Apps
Five Ways to Manage Contacts, Customers and Sales Leads with Ease
The 25 Best CRM Apps for Every Business
CapsuleCRM Tracks and Owner Fields
Capsule CRM Custom Field Support
Create Opportunity in Capsule
Apps tend to put similar things together. All contacts here, all emails there, all to-dos in another place. That works for simple things, but can quickly break down—after all, your screenshots likely don't belong with your vacation pictures, even if they're both photo files.
And so it goes with your contacts. Everyone you know isn't a lead—some are your suppliers, others are journalists that have covered your company in the past, and still more are former customers or employees that you'd like to stay in touch with. Treating them all as a lead would be nonsense.
That's the genius of Capsule. It realizes that contacts—and opportunities, and deals, and everything else—aren't simple. If you're going to manage all of your contacts and relationships in one app, you need something that accounts for the differences between them all. For that, Capsule's powerful tags and custom fields make grouping contracts a breeze.
The list of contacts in Capsule will look much like you'd expect: a long list of everything you've added. Suppliers beside leads. So you'll want to create a list. You can pick from any of the possible options in the CRM—tags, name, date updated, or anything else including custom fields—and then specify what you're looking for. Add as many conditions as you need to filter through them. Soon enough, you'll have detailed lists that'll automatically update when the contacts do.
It's not all just lists and lists, though. Capsule also has a unique navigation bar that shows icons for the sections you'll need most—sales pipeline, contacts, calendar, cases, and more—along with text links to the contacts, cases, and more that you've accessed most recently. That makes it quick to jump back and forth between the things you're currently working on.
But a lot of your work will likely happen outside the CRM. That's why it's integrated with Google Apps, so you can send emails and contact info to your CRM right from Gmail, or jump to a contact's card from the bottom of an email from them. There's also social media integrations, so you'll be able to see the most recent thing that contact said on Twitter—a great way to jumpstart your conversation with them the next time you talk.
With a newly refreshed design, Capsule's a great app to consider if you want a way to manage all of your company's contacts, tasks, and sales opportunities all in one place and easily keep an eye on sales activities. You can keep everything together, yet still easily filter and sort to find the people and deals you need to work on.