If you’re looking for easy to use software to store and track your key contact information, then you should have a look at Capsule CRM. Capsule CRM is a Cloud solution (accessible through a web browser), so there’s no need to worry about backing up data. Here are a few of the key features:-
People & Organisations
Add notes & tasks to people and organisations and track email communications by forwarding emails to Capsule CRM. Attach agreements, documents and other files so all your information about the contact is held in one place.
Get a quick summary of your opportunities through the Sales Dashboard. Track how opportunities are likely to unfold and share this information with co-workers. Keep a track of the status of your contact by using ‘Tracks’ and adding notes.
Calendar & Tasks
Create ‘Tasks’ for appointments, phone calls or deadlines, which can be shared with co-workers and emailed to you as a reminder when you’re not logged into Capsule CRMM.
Use your own methods of controlling your contact management by adding ‘Custom Fields’ and ‘Tags’ specific to your requirements.
Capsule CRM is a Cloud application and you can sign up for a free version (2 users, 10Mb storage & 250 contacts) to see if you like it. You can upgrade at any time to the Professional version (1 user, 2Gb storage & 50,000 contacts) at £8 per user per month. The Professional version also integrates with our favourite Cloud Accounting application Xero and MailChimp for email marketing.