Integrate with Outlook
Would be brilliant to have task/contact/calendar sync with Outlook.
Outlook acts as a conduit to our mobile devices for many of us so it would mean having our information available on our mobile devices.
It would also be good to right-click an email in Outlook and have the option to send into Javelin.
It will be very useful if capsule can have sync to outlook as at present I have to manage two systems. Like the way capsule works but have been used to outlook for years
Jan 2011 – We’ve looked into synchronisation between Outlook and Capsule for contacts and tasks/calendar. It’s a significant undertaking and not one that many software development companies take on. Xobni have nicely summarised some of the challenges to creating an outlook plugin in their post on the google blog:
For now we are not planning to build a plugin for Outlook.
However, there are existing integrations that you may find helpful:
1. Your Capsule tasks can be included in your Outlook calendar using Capsule’s iCal feed. Instructions are available on the calendar page of your Capsule account.
2. Emails that you send or receive via Outlook can be attached easily to your contacts in Capsule using the dropbox:
3. Google provide a plugin for Outlook users that provides synchronisation between Google Apps and Outlook:
This would enable your contacts to be pushed to Google Apps then to Outlook.
4. A number of users have mentioned that their end goal is to sync their Capsule information with a mobile phone and that Outlook would become the conduit for this. Our preferred approach is to provide a Capsule mobile phone application. You can follow progress on the mobile phone app here:
Michael Romano commented
Thrown in the too hard basket, despite market demand??? Sad because this would make Capsule the number 1 SMB CRM app.
I have to add myself to the list of complainants : an (better) Outlook integration is really essential !
The Ctrl + Alt + F solution is definitly not right ! And as for exporting / importing the contacts with several data lost meanwhile and encoding issues, this is a really disappointing user experience !!
Please move to a more user retaining strategy !
Miles Hosking commented
It would be really good to have some integration between Outlook and Capsule (including synchronisation of contacts). I understand why you may not want to take it on but there are a number of specialist companies out there who could do this for you, i.e. there's a company called Davton who specialise in Outlook plugins and have just completed one for MailChimp (please note I don't work for them!)
We use capsule, and I have recently been looking at switching crms, because of a couple of reasons, but mainly because of email.
For now, I'm sticking with capsule because of the simplicity of it, but if there was a way to have a one-click integration with outlook, I wouldn't even consider switching. I reckon a lot of people would be happy to upgrade their plan from a $12 to a $15 or $20 plan to get that sort of integration. If it costs a lot to do it, then make it happen and offer an upgrade to outlook integration for that few dollars more per user. Even better if you could do it at the same cost.
Bottom line - I just want this integration!
Annabel Kaye commented
If it doesn't integrate with microsoft outlook/365 we will have to find an atlernative - are you sure it can't be done?
Ali Arshad commented
Outlook-Capsule CRM connector is an 2 way synchronization application for Microsoft Outlook and Capsule CRM. It has some other useful features like backup, restore, changes log and mapping. For more details, video demonstration and download visit www.pawnmoves.com
I was literally about to switch from zoho to capsule due to the better integrations with mailchimp (including the use of webhooks) but since I found out that capsule doesn't have an outlook plugin (zoho does for anyone who would like to know) I can't suggest the switch. the sales team would band together and viciously annoy me (like most sales people do)
if Zoho did it (and it works pretty well) then I'm sure capsule can do it.
I agree with everyone else. Capsule is great, however it must be able to plug-in with outlook. I can't of too much better then to be investing your time in. The more significant the better. CRM 101 as far as I am concerned. Not many people can do without Outlook, but plenty survive without a CRM. If they have to choose I let you work out which security blanket will be chosen...
Any update on this initiative?
Donna Hollinshead commented
Hi, I like Capsule, after having used SalesForce for many years I find the simplicity of Capsule very appealing, PLEASE consider making it compatible with Outlook. I don't find Gmail to be very business friendly when it comes to keeping multiple email threads clear. Sometimes a critical piece of information gets buried in one email that is grouped with dozens of others.
sam wherrett commented
Really important to our company is Calendar synchronisation with Outlook and Outlook for Mac. How hard can it be if Google and other CRM software is able to achieve it?
What needs to happen is Microsoft- has opened their API for Office 365, namely the exchange platform. Synchronization between the two can now be acheived since they moved to this platform and I believe this integration would be significantly less that was was thought and achieved before in trying to just sync Outlook.
Justin Kissinger commented
One example how i could see benefit and time savings: Salesman is on the road he stops at a prospect and they would like digital brochures sent to them. The salesman creates the contact/company and assigns a task to one of our marketers. The task gets synced as there is support for tasks and calendar and the marketer knows about the task. Now the marketer has to login to capsule to get the prospects email address and then copy it and take it back to outlook to send the email. If the contact/task would all sync it would save time.
Another reason for the sync is it eliminates the need to do a data dump and import into outlook every time to keep contacts up-to-date. We are a small to medium size business and use Exchange for our email system.
@Anonymous Unfortunately Outlook for Mac doesn't support calendar subscriptions at this time. You are best to subscribe to your Capsule task calendar in iCal on the Mac instead I'm afraid.
Click on your name in the top menu bar > My Preferences > Calendar Subscription and Feeds > the top URL is your Calendar subscription feed. If you click it you should be prompted for iCal to open and you can add the feed there.
Still at a total loss on how to get capsule to show up in my outlook that i am running on my mac. Can I simply go from capsule to my outlook calendar?
@DavidT - you can email us at email@example.com
I've started using Capsule, and my Company builds Outlook integrations for Web based software.
How can I contact you to discuss?
Adrian Munn, Monochrome ltd commented
We found Gmail to be a great option
Richard de Zeeuw commented
Can imagine outlook integration is not easy - that's why the Google Sync app seems to be buggy and does not work properly in WIn 7 64 for example. My solution to sync agenda and contact data accross multiple devices (Windows 7 PC, Windows Vista laptop, Nokia Symbian mobile and Android Tab) turned out to be.......Windows Live! Yep, bit of a suprise for me as well, but since this can be accesses as an MS Exchange service it syncs accross all platforms smoothly!
Would this be a possible way to go for Capsule? Would be great!
Peter Stevens commented
Proper, 2 way, integration between Outlook and Capsule for:-
Is essential to ensure the success of Capsule in the SME market. I have used several other CRM plug-ins for Outlook and the ability to select an email and click 'send to CRM' is a life saver.