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Capsule CRM - Evaluation Contacts Integration

Capsule CRM - Google Apps CRM Evaluations
Google Contacts Integration
Overall (4,5 out of 5)
 I think we have a winner in this category!
Good functionality, Almost has synch! Import functionality is usable and easy. Market leader as far as I can tell.

Importing Contacts (5 out of 5)
Import supports vCard format, which gmail contacts produces, flawlessly imported all contacts without any mapping, not UTF-8 Problemes. Created accounts (orgs) as expected. Couldn't really think of how to improve this.


Synching contacts (4 out of 5)
 This is one way only. On set up (found in each users settings), you can choose to either pull all of your contacts over from gmail and populate Capsule, or have capsule create a new list of contacts in gmail from existing contacts in Capsule. (I prefer option 2). When any contact is updated in Capsule, the changes will be updated in gmail contacts. But not the other way around. To quote the official documentation:

Is this a two-way sync?

The integration is only one way. Updates made to contacts in your Google address book will not be applied to Capsule.
When Capsule first syncs with the Google contact group you have selected it will attempt to match your contacts in Google with matching contacts in Capsule based on name & email address. If these matched contacts are deleted from Capsule at a later date they will also be deleted from your Google account.
The configuration screen.
The group is created in my gapps gmail account....

Contacts from Gmail (5 out of 5)
The mail gadget works well, although have had a few times when it just wouldn't archive a mail. Unlike other CRMs, it creates either a contact or a organization auto-magically. In my testing, it creates contacts when it finds a first name last name combination in the email name, and an org when it finds general information. Very slick programming.

It even searches for images of the sender, using gravatar for sure, and I am not sure what else.. but for 3 of the random people I tested it auto-magically found and used their pic.Again, great attention to the small details that make an application above average.

 


Once the contact or org is saved and email is archuved, you have the option to create associated tasks, cases or opps. Nice in gadget interface.
And, nicely, when you create a task it automatically goes into your google calendar, with the time selected.

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