Capsule

• Video |
• Features |
• Pricing
• | Integrations
• | Ratings

• Contacts:  Share contacts, tag categorisation, add notes, track email history, document attachments, import contacts.
• Sales Pipeline:  Collaborate, sales dashboard summary, standard and configurable milestones, history notes & documents, reports and extracts.
• Get things done:  To-do list, calendar, link tasks to contacts, opportunities, or cases, share tasks, “track” linked tasks.
• Customisable:  Create custom tags and fields, sales milestones, standard processes using “tracks”, branding.
• Lists:  Manage groups of contacts using lists – save lists, use to email, export, apply tags, etc.

Access & Support:

• Users: Free plan – 2 users | Professional plan – unlimited users.
• Apps: Android, iPhone.
• Support: Online + Email | Mon-Fri, 9am-5pm.

Free: 2 users, 250 contacts, 10 MB storage | Professional: £8/user per month; 50,000 contacts, 2 GB/user storage, premium integrations.

Payment Discounts: None.

Trial/Warranty: 30 day free trial.

Other Costs: None.

• Google:  Google Apps.
• Invoicing and Accounting:  Xero, FreshBooks, FreeAgent, KashFlow, Billiving, ClearBooks.
• Email List Marketing:  MailChimp, Active Campaign, Mad Mimi, MPZ Mail, INinbox, Wishpond.
• Website Forms:  Wufoo, Formstack, NinjaForms, Gravity Forms.
• Website Chat:  ClickDesk, Userlike, Tidio Chat.
• Help Desk:  Zendesk, Freshdesk, Help Scout, SupportBee, Enchant, LiveHelpNow.
• Email Tracking:  Yesware, Tout.
• Contracts and Proposals:  Quote Roller, Proposable, NiftyQuoter, Quotient, Plus23, PandaDoc, WebMerge, RightSignature, Signable, edocr, Document Leads, Direct Mail Manager.
• Dashboards:  Grappster, Leftronic, SalesWally, Neatly.
• Integration Platforms:  Zapier, PieSync, Flow XO, Netfuse, TidyWork, Cin7.

The rating score is a weighted average of ratings from these respected sources.