Average Ratings 1 Rating
Average Ratings 0 Ratings
Description
Smart, simple online CRM. You can build stronger customer relationships, increase sales, and save time. Organize all your customer information in one place. You can track conversations, see the history, and provide more personal experiences. You can tailor your sales pipeline to suit your sales process and spot deals that need your attention or are about to land. With our insightful reports, you can easily identify the activities that have the greatest impact on your sales figures and make better business decisions. You can use Shape Capsule to organize your teams and ensure they only see what they need. Report on their progress and focus their activity. Capsule integrates seamlessly with popular apps such as G Suite and Mailchimp. Capsule Mobile provides caller ID and reminds to save a note in your CRM every time you call. All Capsule features are available on Android and iPhone.
Description
Effective pipeline management in sales hinges on accurate and unbiased data concerning the likelihood of closing specific sales opportunities. The Forecasting Tool is designed to assist your company's sales representatives in their everyday tasks. This tool can be customized to align with your unique sales methodology. Based on the details supplied by the sales team, it computes the relevant probabilities in the background and saves this information within the system. Alongside the order probability, the tool also tracks the date of the last modification, ensuring that all information remains current and reliable. This dual tracking not only enhances decision-making but also promotes accountability among sales personnel.
API Access
Has API
No
API Access
Has API
No
Integrations
BigCommerce
Yes
CallPal
Yes
Configure One Cloud
Yes
Docubee
Yes
Emma
Yes
Fluttermail
Yes
FreshBooks
Yes
Gmail
Yes
Google Contacts
Yes
Google Workspace
Yes
Integrations
BigCommerce
No
CallPal
No
Configure One Cloud
No
Docubee
No
Emma
No
Fluttermail
No
FreshBooks
No
Gmail
No
Google Contacts
No
Google Workspace
No
Pricing Details
$18 per user per month
Professional Plan: $18 per user per month
Teams Plan: $36 per user per month
Teams Plan: $36 per user per month
Free Trial
Yes
Free Version
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Zestia
Founded
2009
Country
United Kingdom
Website
www.capsulecrm.com
Vendor Details
Company Name
IT Vision Technology
Founded
2001
Country
Germany
Website
www.itvt.de/forecastingtool-en.aspx
Product Features
Contact Management
Activity Management
Yes
Appointment Management
Yes
Contact Database
Yes
Contact History
Yes
Contact Import/Export
Yes
Customer Pipeline
Yes
Email Marketing
No
Group Management
No
Interaction Tracking
Yes
Lead Management
Yes
Prospecting Tools
No
Sales Pipeline Management
Yes
Search / Filter
No
Segmentation
No
Shared Contacts
No
Social Media Integration
No
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
Yes
Lead Management
Activity Tracking
Yes
Campaign Management
Yes
Lead Capture
Yes
Lead Distribution
Yes
Lead Nurturing
Yes
Lead Scoring
Yes
Lead Segmentation
Yes
Pipeline Management
Yes
Prospecting Tools
Yes
Source Tracking
Yes
Sales Forecasting
Competitor Analysis
No
Correlation Analysis
No
Dashboard
Yes
Dynamic Modeling
No
Exception Reporting
No
Graphical Data Presentation
Yes
Modeling & Simulation
No
Performance Metrics
Yes
Sales Trend Analysis
Yes
Statistical Analysis
No
Product Features
Sales Forecasting
Competitor Analysis
No
Correlation Analysis
No
Dashboard
No
Dynamic Modeling
No
Exception Reporting
No
Graphical Data Presentation
No
Modeling & Simulation
No
Performance Metrics
No
Sales Trend Analysis
No
Statistical Analysis
No