Manchester, UK-based online CRM Capsule has launched an integration with the Microsoft 365 suite of products.
Capsule customers also using Microsoft products can now connect their CRM to software including email solution Outlook, gaining a single location to manage contacts and sales opportunities. Calendar integration, meanwhile, lets events be managed from within the CRM and associated with customers, while the Single Sign-On feature allows simultaneous secure access to both paltforms.
Duncan Stockdill, Co-Founder & CEO, Capsule, said: “We created Capsule to address a gap in the market for a smart online CRM that is simple, powerful, and easy to adopt, and we think these features are increasingly attractive to larger businesses. Integrations such as the one with Microsoft 365 create a better user experience, help our customers grow, and help us expand our own portfolio of clients.”
The new Microsoft 365 integration adds to the software’s existing capabilities, featuring integrations with the likes of Mailchimp, Xero, the G Suite and Zendesk, to name a few.
Cloud CRM and Pandemic Resilience
Capsule emphasised that the online nature of its CRM had helped with rapid adoption – especially crucial in the ongoing COVID-19 pandemic.
Spencer Revenson, President of specialist food services distributer and Capsule customer Five Point, said: “Being in the cloud is the only possible way to run a business today. Being a user of Capsule is a key characteristic of a business that would be prepared for an event such as a global pandemic. The majority of our customers remained open during lockdown, mainly for drive thru orders. As a cloud native business using online tools such as Capsule, and its integrations, we were able to continue servicing our customers without a hiccup.”
Capsule also comprises a mobile CRM app, including features such as viewing tasks while on the move, the automatic logging of calls within the Capsule CMS, caller ID for capsule contacts that aren’t stored on your phone, and the ability to start messages, calls and emails directly from a contact’s profile on the app.
“We have several Capsule integrations that helps keep everything we need in one place and easily accessible,” said Revenson. “Working in this way meant we were well prepared for an event such as COVID-19 because all we need is an internet connection and we can do our jobs.”
