I found this Software from a friend who recommended it and have used it personally and commercially for a CRM package, it's a great package I have to say. It's fully customisable, the support team are fast to respond and it's really simple to use and integrate. In fact I like it that much I even thought I'd promote it a little bit!
So if anyone is looking at this software OR looking for a small to medium CRM solution then this is certainly an option to consider!
Capsule CRM Online Solution
2GB storage per user
Integrates with Xero, KashFlow,
FreeAgent, FreshBooks and MailChimp
Get a complete contact view
The contact page gives you a bird’s eye view of everything you know about a contact so that you can keep track of the people, companies and other organizations that you do business with.
■ Share contacts with co-workers ensuring you all have a single up-to-date view of the contact.
■ Categorize contacts using tags that you define and that are relevant to your business such as lead, customer, vendor etc. You can even customize Capsule to record additional information when a tag is applied. E.g. lead source when a person is tagged as a lead.
■ Easily add notes about conversations you've had, meeting outcomes, how the contact is known to you etc.
■ Track all email communications by sending emails from Outlook or any email client into Capsule. The email becomes part of the contact's history along with attachments so it’s easily available in one place. Capsule will automatically create a new contact for you if it doesn't find a match in your account.
■ Attach documents, agreements, proposals and other files.
■ Import contacts from Outlook, Gmail, vCard, spreadsheets and any CSV file
Make sure things get done
Manage your to-do list and calendar using tasks in Capsule to ensure things don't get forgotten.
■ Create tasks for appointments, meetings, phone calls, submission deadlines etc.
■ Link tasks with contacts, opportunities or cases so it's easy to refer back to what the task was about
■ Share tasks with co-workers.
■ If you have standard processes such as the way you approach each sale configure these as "Tracks" in Capsule to enable the same set of tasks to be followed for each sales opportunity or case. Each task in a track can be linked to the previous task. For example, a "call back" task can be set due 5 days after an "initial call" task.
Access your account from anywhere, securely
Serious data security
Our servers are hosted in Amazon's data centers. Amazon take both physical and network security seriously ensuring your data is safe. In addition, information that passes between your computer and our servers is encrypted using a technology called SSL which is the same technology that banks use to protect data.
No-one has access to your account unless you invite them. And unlike desktop applications, if your computer is lost or stolen your data is still safe and secured.
Always backed up
Your data is stored to multiple locations in real time, and in addition we automatically make a further backup of your data every hour.
One master copy
All your users share access to the one master copy of your data on our secure servers so there's no need to email around spreadsheets or worry about who's got the latest version of a document.
There is no software to install with Capsule, and because you access it across the web you are always using the latest version.
Windows, Mac or Linux
Capsule is compatible with Windows, Mac and Linux running Firefox (V3+), Internet Explorer (V7+) or Safari (V3+). Just choose your favorite browser and you are ready to go