For those of you not familiar with it: Capsule is a solid, easy-to use CRM system: simple, effective and flexible. It’s a particularly good tool for small to medium-sized businesses using Google Apps. One of Capsule’s strong suits is how easily it integrates with other popular cloud based apps. One thing users seemed to miss in Capsule is the ability to keep their contacts in sync with Google Contacts. We spoke with three Capsule users to find out what obstacle they encountered exactly and how they were able to solve it.
What challenge were you facing?
We’re using Capsule, but we also use Google email and contacts, and we needed a way to seamlessly integrate them. Tamara Connolly, Principal & Creative Director @ WE ARE HOW I was looking for a way to streamline my Capsule CRM system and keep my contacts book up to date. Tina Lannin, Founder & Managing Director @ 121captions My business partner and I use Google Contacts, groups and Capsule. We were looking for a way to sync Google Contacts and Capsule so we can maintain and update contacts in one location, rather than multiple entries. Louise Green, Private Equity Specialist @ Cerny
How did you try to overcome this hurdle?
We tried a one-way sync but continuing that way would have introduced many problems in our contact information, it needs to be two-way. Tamara Connolly, Principal & Creative Director @ WE ARE HOW I didn't see anything else that looked as efficient and as easy to use as PieSync. Tina Lannin, Founder & Managing Director @ 121captions We initially used another CRM because it was able to sync groups in Google and worked direct with contacts, no need for third party sync software. The CRM was more complex than we needed and was too time consuming to use effectively. Capsule offers a great simple CRM which is fast to enter notes and calls, keeps us up to date with client info that we can share and has a great mobile app. Louise Green, Private Equity Specialist @ Cerny
How are you now combining Capsule CRM and Google Contacts?
PieSync is keeping our contacts up to date across Google and Capsule. It saves us time but more importantly, it saves us from mistakes and confusion. Tamara Connolly, Principal & Creative Director @ WE ARE HOW PieSync is gathering my contacts into my CRM database without extra effort on my part, saving me time (and money!). Without PieSync we would have to sift through emails and add contacts from those emails. Tina Lannin, Founder & Managing Director @ 121captions We specifically chose Capsule because there was an option to auto sync with PieSync. Piesync syncs our contacts between Google contacts and Capsule, in a two way sync, so all members of our team can edit contacts in either Google or Capsule and everything stays up to date. Thanks to PieSync we save about 5-6 hours per week. Louise Green, Private Equity Specialist @ Cerny