About Capsule CRM
Capsule CRM is a streamlined customer relationship management platform that helps businesses organize contacts, track sales pipelines, and manage tasks in one intuitive workspace. It's built for small to mid-sized teams who need simplicity without sacrificing power.
By connecting Saysimple with Capsule CRM, your team automatically syncs WhatsApp, email, and web chat conversations with customer records. This means agents see full conversation history and contact details in Capsule, eliminating manual data entry and ensuring every team member has up-to-date customer context. Sales teams close deals faster with complete communication trails, while support teams deliver personalized service based on all previous interactions.
Populaire toepassingen
Unified Customer View for Sales Teams
When a prospect messages your business on WhatsApp, their conversation appears in Saysimple and automatically links to their Capsule contact record. Sales agents see the full communication history, previous inquiries, and deal status without switching apps, enabling faster follow-ups and more informed pitches.
Automated Lead Capture from WhatsApp
New WhatsApp inquiries are automatically created as contacts or linked to existing records in Capsule CRM. Your team never misses a lead, and all customer information stays synchronized, ensuring accurate pipeline tracking and forecasting.
Task and Follow-up Management
Teams can create Capsule tasks directly from Saysimple conversations, ensuring nothing falls through the cracks. Set reminders, assign follow-ups to team members, and track task completion—all while maintaining context of the original customer message on WhatsApp, email, or chat.
