Features

Take the tour and see why thousands of businesses have switched to Capsule

Contact View

Get a complete contact view

The contact page gives you a birds eye view of everything you know about a contact so that you can keep track of the people, companies and other organizations that you do business with.

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  • Share contacts with co-workers ensuring you all have a single up-to-date view of the contact.
  • Categorize contacts using tags that you define and that are relevant to your business such as lead, customer, vendor etc. You can even customize Capsule to record additional information when a tag is applied. e.g. lead source when a person is tagged as a lead.
  • Easily add notes about conversations you've had, meeting outcomes, how the contact is known to you etc.
  • Track all email communications by sending emails from Outlook or any email client into Capsule. The email becomes part of the contact's history along with attachments so it’s easily available in one place. Capsule will automatically create a new contact for you if it doesn't find a match in your account.
  • Attach documents, agreements, proposals and other files.
  • Import contacts from Outlook, Gmail, vCard, spreadsheets and any CSV file.
Pipeline

Manage your sales pipeline

Use Capsule to track bids, deals, proposals and other opportunities.

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  • Share opportunities with co-workers to enable easy collaboration.
  • Get a quick summary of opportunities on the go via the sales dashboard including potential values, where they're up to and what needs to be done next.
  • Keep track of where each opportunity is at, using milestones such as prospect -> meeting -> proposal -> won etc. Each milestone is linked with a success factor that is used to forecast potential sales revenues. Capsule includes a standard set of milestones or you can configure your own.
  • Keep track of the history of an opportunity by adding notes and attaching documents.
  • Generate reports and extracts from the pipeline using configurable filters.
Tasks

Make sure things get done

Manage your to-do list and calendar using tasks in Capsule to ensure things don't get forgotten.

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  • Create tasks for appointments, meetings, phone calls, submission deadlines etc.
  • Link tasks with contacts, opportunities or cases so it's easy to refer back to what the task was about
  • Share tasks with co-workers.
  • If you have standard processes such as the way you approach each sale configure these as "Tracks" in Capsule to enable the same set of tasks to be followed for each sales opportunity or case. Each task in a track can be linked to the previous task. For example, a "call back" task can be set due 5 days after an "initial call" task.
Custom Fields

Customize Capsule to fit your business

Create custom categories using tags such as vendor, lead, customer.

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  • Extend tags with your own custom fields that are relevant to your business. For example, if you sell to customers through partners you could add your own fields to the customer tag to record who the introducing partner was and the date of introduction.
  • Customize the sales milestones and process
  • Use "Tracks" to create standard processes for opportunities and cases.
  • Brand your Capsule account using your colors and logo.
List

Manage groups of contacts with lists

Create lists by filtering your contacts using your own criteria such as which city they're in, how you've tagged them, when they were added, or using a custom field you have added.

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  • It's up to you how you use the list. For example, use it to send an email to everyone on the list. Export it for use another system. Apply a tag to sub-categorize contacts.
  • Lists can be saved so they're easily available when needed again.

“We've just sacked Act by sage, and moved over to @CapsuleCRM, and have to say, very impressed so far. Clear layout, great functions.”

Solution4Hotels, via twitter

Addons

Capsule connects with popular applications to get more done such as create great looking sales proposals, invoice customers for the work you do, send and track the results of a newsletters and more.

Find out more ›

Official Mobile App

Capsulemobile

Capsule Mobile

Capsule Mobile is the official mobile application for Capsule providing support for iPhone 4+, Android 2.1+ and BlackBerry 6+ phones.

Mobile

Business

Xero

Xero

Xero is an online accounting system designed for small businesses and their advisors. It’s simple, smart and secure.

Accounting
Kashflow

KashFlow

KashFlow is an easy to use, and easy to understand, web-based accounting application designed for small business owners with no accountancy training.

Accounting
Freeagent

FreeAgent

Forget fighting with spreadsheets or clunky software. FreeAgent is any easy to use accounting system that works for you, not against you.

Accounting
Freshbooks

FreshBooks

The fastest way to track time and invoice your clients. Send, track and collect payments quickly. Great for teams, freelancers and service providers.

Accounting
Google

Google Apps

Access Capsule straight from Google Apps and mail. Link your Capsule contacts and tasks to your Google Apps account.

Email & Collaboration
RightSignature

RightSignature

Easy online document signing. Send contracts, NDA's, and forms to your customers and contacts for legally binding e-signature online.

Documents
Signable

Signable

Get documents signed online, quickly and easily. Send all kinds of documents to your customers including contracts, T&C's and NDA's and link your Signable account to make things even easier!

Documents
ProcisionPlus

Procision+

Procision+ is a project planning and job costing software tool that tracks time, expenses and materials.

Project Management

Help Desk

Zendesk

Zendesk

The fastest way to great customer support. Powerful yet simple multi-channel customer service software

Customer Service
Freshdesk

Freshdesk

Freshdesk allows you to support customers through email, phone, your website and even social networks like Twitter & Facebook!

Customer Service
HelpScout

Help Scout

Help Scout is the ideal small businesses help desk that scales with your business while keeping every customer interaction personalized.

Customer Service
SupportBee

SupportBee

SupportBee is the easiest way to manage customer support emails. Link your Capsule account and see information about contacts on the tickets page and push ticket information back to Capsule automatically.

Customer Service

Live Chat

ClickDesk

ClickDesk

Provide multi-channel online engagement (chat, phone, ticketing & social) on your website. View Capsule contact details and record chat transcripts straight into Capsule.

Chat Service

Sales & Marketing

Mailchimp

MailChimp

Send regular email campaigns to your Capsule contacts and track the results.

Email Marketing
Activecampaign

ActiveCampaign

Send regular email campaigns to your Capsule contacts and track the results.

Email Marketing
Tout

Tout

Template your repeat emails and send to your Capsule contacts. Track the results in Tout.

Email Marketing
Yesware

Yesware

Yesware is a free service for Google Apps that tracks emails you send and attaches them to Capsule automatically so you can close deals faster.

Email Marketing
Alivedocs

Alive Docs

Send letters and other documents to your Capsule contacts using the Alive Docs mail merge facility.

Document Management
Quoteroller

Quote Roller

Roll out great looking proposals to your Capsule contacts in minutes.

Marketing
Proposable

Proposable

Create, deliver, and analyze your sales proposals with Proposable. Easily connect and deliver to your Capsule contacts.

Marketing
NiftyQuoter

NiftyQuoter

Easily create beautiful modern proposals for your Capsule contacts

Marketing
edocr

edocr

Track who read your brochures, case studies and white papers on edocr for lead nurturing and conversion in Capsule.

Document Management
Zferral

Zferral

zferral enables you to scale your business by crowdsourcing sales and marketing. New affiliates are automatically tagged and entered as contacts in your Capsule account.

Affiliate Marketing
Wufoo

Wufoo Forms

Submit new contacts and leads directly into Capsule using a form on your website.

Website Form

Dashboards

Grappster

Grappster

Grappster is an information dashboard for your cloud apps. Get an overview of your sales pipelines, tasks and latest activities alongside your social monitoring and business metrics.

Dashboard Service
Leftronic

Leftronic

Leftronic gives you real-time visibility into your company’s most important data. Add graphs of your sales pipeline next to metrics from all your other cloud services.

Dashboard Service
Geckoboard

Geckoboard

Monitor your business in real-time. See your Capsule opportunities, cases and tasks alongside your other key data on a Geckoboard business dashboard.

Dashboard Service

Integration Platforms

CloudWork

CloudWork

CloudWork allows you to efforlessly link up your cloud services with each other and lets you manage all the integrations in one place

Integration Platform
Zapier

Zapier

Zapier makes it easy to link Capsule with your favourite web apps.

Integration Platform

3rd Party Mobile Apps

CRMMate

CRM Mate

CRM Mate is a 3rd party iPad app where you can manage your Capsule contacts, sales opportunities and tasks from wherever you are.

Developed by Novomate

Mobile

Want to do your own integration?

Capsule's RESTful API can be used by developers to create clever add-ons or to integrate Capsule with other applications.

The API is implemented using XML or JSON over plain old HTTPS allowing developers to use existing tools and languages.

Access your account from anywhere, securely

  • Padlock

    Serious data security

    Our servers are hosted in Amazon's data centres. Amazon take both physical and network security seriously ensuring your data is safe. In addition, information that passes between your computer and our servers is encrypted using a technology called SSL which is the same technology that banks use to protect data.

  • Access

    Controlled access

    No-one has access to your account unless you invite them. And unlike desktop applications, if your computer is lost or stolen your data is still safe and secured.

  • Multiple Backup

    Always backed up

    Your data is stored to multiple locations in real time, and in addition we automatically make a further backup of your data every hour.

  • Master Copy

    One master copy

    All your users share access to the one master copy of your data on our secure servers so there's no need to email around spreadsheets or worry about who's got the latest version of a document.

  • Upgrade

    Automatic upgrades

    There is no software to install with Capsule, and because you access it across the web you are always using the latest version.

  • Compatible

    Windows, Mac or Linux

    Capsule is compatible with Windows, Mac and Linux running a recent version of Google Chrome, Firefox, Internet Explorer (V9+) or Safari (V5+). Just choose your favourite browser and you are ready to go.

Capsule is a service of Zestia Ltd which is a company registered in England with company number 06418281. © 2008-2013 Zestia Ltd. All Rights Reserved.