Capsule CRM Call Integration with CircleLoop
Capsule makes CRM simple, yet powerful. With an excellent selection of features designed to help users nurture relationships, win more sales, make informed business decisions and keep their data safe. Offering a full overview of the sales pipeline alongside powerful sales analytics, Capsule is an excellent choice for anyone looking for a CRM platform. It’s designed to work in-line with a number of other platforms, integrating smoothly with the likes of Zapier, Zendesk and Xero.
CircleLoop is one of the tools that offers powerful integration with Capsule’s CRM offering.
How does CircleLoop integrate with Capsule?
CircleLoop installs quickly and integrates seamlessly with Capsule. Adding the full capabilities of a business phone system right there inside your CRM platform. CircleLoop enhances your Capsule experience, allowing you to log all call activity within your CRM platform, add different numbers for your users and its very own call analytics. These work well alongside Capsule’s own CRM analytics to give you an oversight of what’s going on with your sales pipeline.
CircleLoop has a number of additional features that give you a full phone system without the need for a desk phone. Operating across any device where you can install the app, it lets you access and call your Capsule contacts on the go.
Benefits for your team
Instantly know the Capsule contact that’s calling
Whatever app device you’re on, CircleLoop identifies the caller as long as they’re in your Capsule contacts and gives you a direct link to their profile on Capsule.
Better customer management
As you can click to call within the Capsule platform, there’s no need for you to leave your CRM platform to make calls. Letting you have access to all your notes at the same time.
No need to take call notes
CircleLoop can log all your calls, recording them or converting them to text as well as your voicemails and missed calls. You’ll never need to take notes again.
Search & call on the move
With access to the CircleLoop app on any of your devices, you can find your Capsule contacts, and all their notes, on the go. You can then easily call them wherever you are, and don’t have to worry about needing their notes when they call you.
Smart features that save you time and money
Add a Platinum, Gold, Silver or Bronze number to your CircleLoop account
Desktop and Mobile Apps
As a cloud-based phone we run using VoIP (voice over internet protocol), so you can make and receive calls on your mobile or desktop.
CircleLoop can sync up with deskphones, so if you still need a physical phone presence we can help there too.
Port your old number over to CircleLoop, so you haven’t got to worry about losing key inbound prospects.
While our apps lessen the worry of missing a call, we offer voicemail transcribing for any voicemails left to your CircleLoop numbers.
Out of Hours Routing
Set the days and times you are available, route calls to another team, menu or external number
Transfer calls to another team, menu or another user
All voicemails can be converted to text and sent to your activity feed or email
Every user gets their own conference room, to arrange group calls with ease
Call recording lets your sales team learn from their mistakes and improve their calls, plus they don’t have to worry about taking note or missing a detail.
Call Greetings & Menus
If people need to return your sales calls, you can set up in-call menus to direct callers to the right place.
Send inbound calls to mobile phones or other landline numbers