Easy to use, low-cost CRM for small business owners looking to be better organised, improve customer relationships, and manage sales.
Keep track of upcoming tasks, appointments, calls, organise your contacts, and allocate them to different people in your team. Record notes, track email conversations, proposals, contracts, and any other relevant information you wish to store.
Create more personalised experiences, offer tailored solutions & show empathy more easily when your customer information is in Capsule CRM. This has a positive impact on your relationship with your customers and helps you look after them.
The sales pipe is a window into your future deals. Once you have visibility of your sales opportunities, you & your team are more likely to reach your revenue targets and improve your bottom line. Capsule CRM enables clearly defined stages of your sales process.
There’s a lot to like about Capsule CRM. Capsule is a UK-based Customer Relationship Management (CRM) cloud-based platform suitable for new and small-sized businesses with contacts from 0 to 250, up to 200,000. It’s a pay-as-you-go service. Cancel at any time with four different plans to suit your business size and needs. Pricing starts at £0 for 2 users with limited functionality, up to £48 p/m for everything with a minimum of 20 User Licence.
Capsule CRM includes two key features that help small businesses save time using automation. Tracks allow you to create smart workflows & integrations that connect with hundreds of different third-party software apps.
A quick introduction to Capsule’s new sales pipeline view and how you can use it to manage & keep track of sales opportunities in your account.
Wondering if—and how—customer relationship management could benefit your small business. Get our helpful guide to understanding the benefits of customer relationship management software and services.
While CRM systems come in many shapes and sizes, they all have the same aim – to help you collect, organise & understand vital information about existing and would-be customers, so you can do more & better business with them. So how do you know if Capsule CRM for small businesses is right for you and what Capsule CRM benefits?
Prioritising your system requirements that match your business needs will help you shortlist the right CRM system. Working with an IT partner can help you understand how an online CRM can be best used and what core features in Capsule will give you the greatest benefits.
While it’s important to have CRM business tools that work for your business right now, you’ll also need to consider how a system works as you grow or demand more from it. Capsule offers integration with hundreds of popular third-party business apps. That integration doesn’t require much, if not any, development.
You’ll need a CRM system that’s easy to use for you and your staff. Overly complex systems take longer to learn and are harder to work with. Capsule looks nice and is easy to use. There’s a Capsule CRM app, so the solution offers mobile CRM functionality, which helps with usability and accessibility.
Choosing the right CRM system doesn’t always mean choosing the best business software. It also means working with the right IT delivery partners, looking at onboarding and ongoing support. Capsule offers online support. If you need more hands-on software advice, Dynamics Tech can help you.
For many smaller businesses, a cloud-based CRM solution will be the first pick, given the minimal capital outlay and upfront prices, as considerably as the greater flexibility to expand. Capsule includes a mobile device app so you can access your data whenever and wherever you need.
Many customer relationship management (CRM) software vendors offer subscription-based pricing. However, some may charge a flat monthly fee for a set number of users. This will then require you to pay extra for other services, basic features and users. Capsule CRM is inexpensive, but always remember additional costs for possible added onboarding, more advanced customisation, and ongoing development that may or may not be required now or later. Capsule has four packages that will suit the needs of most small businesses.
Measuring the ROI of a CRM system can be difficult with no historical data. To measure CRM ROI, you must consider the price of the software, training costs, upkeep costs, and costs to migrate the system. It will take time for your development team to capture it and extend it. Suppose CRM systems can help improve the productivity of your team. In that case, you can use the system to nurture prospects into customers, enabling you to serve more with less people-power. If you can bring down your customer churn, then any CRM system that does that for you will deliver a solid ROI.
Hear feedback from real small business clients we work with daily.