Capsule CRM
Use Capsule to keep track of the people and companies you do business with, communications with them, opportunities in the pipeline, and what needs to be done when.
Call Team can set-up and manage your CRM system for you and in doing so offer you a discount on the monthly subscription fee. Capsule CRM integrates with Xero Accounting, Mailchimp and many more.
Why Capsule?
- get started in minutes
- simple and intuitive to use
- no server to install & maintain
- safe, secure & backed up
- no contract lock in
- customisable
All relationships, not just customers - manage contacts, leads, customers, suppliers and more.
Manage your sales pipeline – track bids, deals, proposals and other opportunities. See it all in the sales dashboard.
Organise your emails – easily link emails into Capsule when you send or receive emails from your contacts.
Complete history in one place – attach notes, conversations, documents and files right into a contact’s history so it’s easily available.
Make sure things get done – create tasks and share with co-workers. Don’t miss that proposal deadline or customer call.
Make it fit your business – customise Capsule by adding the data fields you need. brand it with your colors and logo.Professional Edition (free 30 day trial)
- £8/month, per user
- Unlimited users
- 2GB storage per user
- 50,000 contacts
- Unlimited opportunities
- Unlimited cases
- Integrates with Xero, KashFlow, FreeAgent, FreshBooks and MailChimp
Free Edition
- Up to 2 users
- 10MB storage
- 250 contacts
- Unlimited opportunities
- Unlimited cases
Costs
- £25 per hour
- 10 hour Monthly Retainer – £240
- 20 hour Monthly Retainer – £460
- 30 hour Monthly Retainer – £660
Testimonial
We have used the services of Call Team to set-up and advise us on a CRM system. The service provided was faster than imagined and the follow-up instructions given to staff clear and concise. With Call Team you get straight answers and no jargon which is so appreciated in business. We have recommended Call Team to many of our suppliers.
