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We have been using Capsule CRM since 2015. I love its ease of use, and it is a fabulous tool if you have a team of people, or you work on projects. For me, I particularly like the sales funnel process.
Features:
- Track history of conversations
- Store files and documents
- Manage tasks – you can create repeat tasks, or one-off tasks for you, or a colleague.
- Share and collaborate on projects
- Integration with Xero, Zapier, Zoho, MailChimp (and numerous other tools).
- Easy to blast out email newsletters
- The mobile app is brilliant – find a number, record the call, all from the app.
- The search is excellent (better than our previous software).
- The cost is only £8 a month per person for the professional level, but the free version is also perfect for the small business owner.
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