The easy online CRM for doing business
Simple. Effective. Flexible.
Use Capsule to keep track of the people and companies you do business with, communications with them, opportunities in the pipeline, and what needs to be done when.
Use Capsule to keep track of the people and companies you do business with, communications with them, opportunities in the pipeline, and what needs to be done when.
Keep track of customers, leads, vendors and other contacts for your entire company in one central place. Custom fields and tags enable powerful customisation of your contact data. Integrates with Google Contacts to ensure that up-to-date contact details are also available right from Google Apps.
Easily attach emails into the history of your Capsule contacts when you send or receive an email through Google Mail. When you send an email simple copy in Capsule and the email will get attached to the contact's history. When you receive an email from a contact simply forward it on to Capsule.
Attach notes, conversations, docs and files right into a contact’s history so it's on hand when you or a co-worker need it later.
Keep track of bids, deals, proposals and other sales opportunities. See it all in the pipeline dashboard so you know where your future income is coming from and what need followed up.
Create tasks and share them with co-workers to ensure follow-up on customers, vendors, support and sales opportunities all get done on time.
Every company is a little different. Customise Capsule with custom fields, processes and even colors that suit your company.