My Recommendations

Capsule is a registered mark, displayed with permission.

I don’t really have any previous experience using CRM software but I think that for the price Capsule CRM does exactly what I need it to do.

I’m in B2B technical sales and there are a few things that I need to keep myself organized.

1. Basic profiles for all the people and companies that I do business with.
2. Connect my email to the site and send emails from inside the CRM. (I did this on Outlook, Outlook New, and Office 365)
3. Easily take notes on the various companies and people I deal with.
4. Create work flows for quoting and new client outreach so that nobody is forgotten about.

Capsule CRM gives me all of this and more.

I really like the work flows; it helps a lot when you can create a sequence of actions that need to take place and specify the time period until the next step needs to be taken.

I you don’t have a CRM; I suggest you get one because this is a massive time saver and you don’t have to remember who you need to contact and when.

I find Capsule CRM very user friendly, light weight and perfect for the basic functionality that I need.

I recommend this one because I’m happy with how much time I’m able to save while maintaining a database.

Important to anyone in sales.

Try it for yourself here.

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