CAPSULE .
Capsule CRM is a simple, effective and affordable Customer Relationship Management (CRM) solution.
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.
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:
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
Capsule ACTIVITIES.
- 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
For more information about our Capsule CRM services, click below
WHAT OUR CLIENTS SAY.
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