Akita Integrations Directory

Customer Success Software that Integrates With Capsule CRM

Capsule CRM is a Customer Relationship Management (CRM) system for businesses. Capsule CRM enables clients to manage business contacts, communications, sales pipeline and tasks.

Zestia Ltd, a cloud application company, was founded in 2007 by Duncan Stockdill, Phillip Haines and Wendy Rule. Capsule CRM is a product created by Zestia that launched in 2009. The company headquarters are located in Manchester, UK.

Product features:

Contact view
Contact management
Tasks
Calendars
Sales pipeline management
Custom categories

Capsule CRM integrates with other applications such as Xero, FreshBooks, Google Apps, Zendesk, MailChimp, and Userlike. Capsule CRM is used by thousands of businesses worldwide. Capsule CRM also offers a mobile application for the iOS and Android operating systems.

Pricing:

Free for up to 2 users with 10MB storage, 250 contacts and unlimited opportunities and cases
Professional at £8 per user per month with 2GB storage per user and 50,000 contacts, unlimited opportunities and cases, and also premium integrations

Zestia also offers a free 30 day trial of Capsule CRM.

All Integrations

Jump to...

Data We Request from Your Capsule CRM Account
Connection Instructions
Capsule CRM + Akita — The Results
Getting Started

Capsule CRM In Brief
Founder(s)	Duncan Stockdill, Phillip Haines and Wendy Rule
Founded	2007
Headquarters	Manchester, UK
Website	Visit

Data Retrieved

Information We Request

When you connect Capsule CRM with Akita, we automatically collect information on the following:

Deal	Every 3 hours
Organization	Every 3 hours
Person	Every 3 hours
Ticket	Every 3 hours
User	Every 3 hours
Task	Every 3 hours

Connection Instructions

How to Connect Capsule CRM and Akita

Head to the Integrations section in Akita. You'll find it under Settings (the cog icon ) in the left menu bar.

Click the Connect Provider button.

Connect Provider

Select Capsule CRM from the list of available integrations.

Capsule CRM

Click the link to begin the connection process.

Connect

Within Capsule CRM follow the prompts to approve the Akita integration.

That's it – all done!

Integration Results

Your Capsule CRM Customer Data in Akita

Once connected, your Akita account will begin populating with your Capsule CRM data.

Bresler's Ice Cream

Ticket Submitted

Source Web
Priority Medium
Status Open
Description Hello, I'm having problems adding a new user. Help! Thanks, Janet.

Created on 31 May 2023 @ 06:49 PM

This data will appear alongside all your other customer interactions for a 360° view.

Accounts

1762

NPS

-10

MRR

$689,420

Segment your accounts based on data from your Capsule CRM account, and from your other business tools.

Ticket Capsule CRM Status Status Open Open AND +

MRR Chargebee More Than > $1000 1K AND +

NPS Delighted Less Than < 7 7

128 Accounts Matched. Save as Segment

Define lifecycle stages and make sure customers stay on track.

Onboarding

134 ACCOUNTS
$72,900 MRR

CSM Insight Score

Targets 216 / 392 Achieved

Tasks 382 / 588 Achieved

Build Customer Success playbooks, alerts, health scores and more — all using the wealth of data gathered from your integrations.

Get the Ball Rolling

Want to learn how Akita can save your Customer Success team time?

We'd love to show you Akita in more detail and answer any questions you have about integrating Capsule CRM with our Customer Success platform.

Fill in the form below to schedule a demo and get started with your Customer Success efforts.

Have questions about how Akita Integrates with Capsule CRM?

We'd love to hear them! Just email us at hello@akitaapp.com.