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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

Welp CRM is a dynamic platform seamlessly integrated with the applications you utilize daily. It is meticulously crafted to support sales teams of any scale by consolidating information across various domains such as marketing, post-sales, analytics, and business intelligence, all within one comprehensive tool. This adaptable and multifaceted solution ensures that your team can concentrate on sales by bringing together data from all departments onto one accessible platform, usable from both desktop and mobile devices. The features and workflows can be tailored to fit your specific requirements. Geared towards companies and organizations that prioritize innovation, growth, and continuous business improvement, Welp facilitates effective management of sales, relationships, and contacts effortlessly. Additionally, you will have access to a dedicated consultant who is available to address inquiries and provide support through email and phone communication. With Welp CRM, enhancing your sales strategy becomes a streamlined process that empowers your team to achieve their goals.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Facebook Yes 
Google Calendar Yes 
Mailchimp Yes 
Microsoft 365 Yes 
Slack Yes 
WooCommerce Yes 
WordPress Yes 
Cyclr Yes 
FullContact Yes 
GetResponse Yes 
Help Scout Yes 
Jotform Yes 
Liana Cloud PR & Media Yes 
LiveHelpNow Yes 
Mad Mimi Yes 
OfficeRnD Flex Yes 
Process Street Yes 
SyncSmart Yes 
Todoist Yes 

Integrations

Facebook Yes 
Google Calendar Yes 
Mailchimp Yes 
Microsoft 365 Yes 
Slack Yes 
WooCommerce Yes 
WordPress Yes 
Cyclr No 
FullContact No 
GetResponse No 
Help Scout No 
Jotform No 
Liana Cloud PR & Media No 
LiveHelpNow No 
Mad Mimi No 
OfficeRnD Flex No 
Process Street No 
SyncSmart No 
Todoist No 

Pricing Details

$18 per user per month
Professional Plan: $18 per user per month
Teams Plan: $36 per user per month
Free Trial Yes 
Free Version Yes 

Pricing Details

€35 per user per month
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) Yes 
In Person No 

Vendor Details

Company Name

Zestia

Founded

2009

Country

United Kingdom

Website

www.capsulecrm.com

Vendor Details

Company Name

Welp CRM

Founded

2015

Country

Italy

Website

welpapp.com

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

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

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