Akita provides a Customer Success solution that works with Capsule CRM

All Integrations

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

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.

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 5 July 2020 @ 05:52 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
62
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

First Steps

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.

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Have questions about how Akita Integrates with Capsule CRM?

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