CAPSULE.

Capsule CRM is a simple, effective and affordable Customer Relationship Management (CRM) solution.

With Capsule you can:

Access it at any time from anywhere
Benefit from real-time updates for the most up-to-date information
Import and export contacts from Outlook, Gmail, vCard, spreadsheets and CSV file

Attach notes and documents, keeping everything in one place
Track all email communications by sending emails into Capsule
Categorise contacts using tags (e.g. lead, customer, vendor etc.)
Integrate it with other software to save duplication of effort

CASE STUDIES.

Smiles all round - CRM Solution for Promec Dental

With over 20 years of experience in the dental design and build sector, Promec offer dental practices everything from single chair installations to full new builds for start-up practices. Delivering to the highest specifications and priding themselves on their excellent follow-up care and support, Promec Dental shared a great deal in common with us here at OutserveWeb. It was only a matter of time before we had them grinning from ear to ear – and here’s how:

Dee Holden

Promec Dental

For more information about our Capsule CRM services, click below

Click below to find out more about Capsule for your business

Process
Standardisation

With Capsule you can create tasks for phone calls, meetings, submission deadlines etc. Tasks can be linked with contacts, opportunities or cases so that it’s easy to understand what the task refers to. You can also create a standardised process e.g. for the way in which you approach a sale. You can configure this process as ‘tracks’ so that the same set of tasks is followed for each sales opportunity or case.

Easy
Collaboration

Capsule makes it easy to share opportunities with your team. Get a summary of opportunities on the sales dashboard, which includes their status, potential values and what needs to be done next. You can also keep track of where each opportunity is at by using milestones. Each milestone is linked with a success factor that is used to forecast potential sales.

Remote Contact
Management

With Capsule Mobile you can stay up to date and manage your contact’s information on the go – even when you’re not connected to the internet. Create, complete and manage your tasks and sales opportunities on your smartphone.

Access all your customer data in one place.

You can get started with Capsule for free and you can connect it to your other business systems.

WHAT OUR CLIENTS SAY.

We called on Outserve, who introduced us to WorkFlowMax (a product of Xero) and Capsule and suddenly life looked much rosier. Not only did Phil give us a great introduction to the products but he helped us set up both to a point whereby we are now no longer dependent on an old creaky Access database…...He gave us the confidence to move over much more quickly and seamlessly than we’d have been able to on our own merit.

The Capsule CRM product has proved to be a lifesaver for me, and having client information at our fingertips enables us to provide a thoroughly professional service for our customers. The fact that you can access the information from anywhere has been useful when working from home, allowing me to upload quotations easily. I’m very impressed – I wish I’d done it years ago!

OutserveWeb helped my company to install a suite of packages which included Capsule CRM, Accountancy (Xero) and Mailchimp. They have been radically beneficial to my business…. Fully endorsed.