Capsule is a cloud based customer relationship management (CRM) software solution. Capsule will help you keep track of people and companies that you do business with, the ongoing communications with them and also assist you with managing a pipeline of opportunities. There are also some advanced features to assist you as your business grows.
Capsule is one of the easier CRM systems to use with a stated aim of getting you up and running in 60 seconds. It also has a free plan (up to 2 users) allowing you plenty of time to test drive the software before you sign up to a great value subscription.
Capsule integrates seamlessly with TidyWork to associate a project with an opportunity within Capsule CRM. Keep track of customers and suppliers, the communications with them, opportunities in the pipeline, and what needs to be done and when.
When you are using more than one software solution, it is imperative that your customer database is shared whenever possible. By using a CRM, you have made a wise decision to have one source of truth when it comes managing your potential sales opportunities, customers and contacts. With an integrated Tidy and Capsule CRM you can:
But, that's not all. As you work through the stages of your project, more essential information is shared. Projects created in Tidy automatically:
See some screenshots on our support pages.
There are two major steps to this process. You need to obtain an API (Application Program Interface) token from your Capsule account and insert this token in TidyWork. This is all much easier than it sounds.
SIGN IN TO YOUR TIDYWORK ACCOUNT
There are of course many options when it comes to CRM software solutions. A developer can use the Tidy API to integrate with your preferred software of choice. Read more about our developer API.
The team at Tidy can most definitely help you configure and optimise Tidy, but we do not pretend to be experts on other solutions. Luckily, we have some fantastic cloud integration partners all around the world that will fill that gap! Find the integration partner nearest you.