Contact Management
Giving you an overview of the people and companies you do business with.
Email Templates
Create email templates and send from within Capsule via Outlook or Gmail.
Tasks & Calendar
Create tasks for appointments, meetings, phone calls and more.
Sales Pipeline
Get a complete summary of your opportunities with our sales dashboard.
Sales Analytics
Monitor every aspect of your sales cycle with our reports and gain insights.
All features
Security & Permissions
Customization
View all Integrations
See all the integrations that Capsule supports for every business need.
QuickBooks
Gmail
Mailchimp
Outlook
Xero
Zapier
FreshBooks
Google Data Studio
Sage
FreeAgent
All Microsoft
All Google
Startups
Small Business
Mid-Size Business
Large-Scale Growth Business
Professional Services
Hospitality
IT & Technology
Real Estate
Construction
Travel Agencies
Accountants
Support
Search an extensive library of help articles and submit a support request.
Blog
Read product updates and posts on CRM, culture, sales and more.
Video Tutorials
Access on-demand video tutorials and walkthroughs.
Customer Stories
Learn more about the people and businesses who use Capsule.
Capsule Co-Founder & CEO Duncan Stockdill outlines 3 key considerations our customers told us take precedence when considering a CRM platform
product
Take a look at our new Email Templates & Email Sending features as we show you how they can save you time.
culture
Introducing the next evolution of the Capsule brand. Learn more about the changes, including our new colors, fonts, iconography and more.
Take a look at our new Multiple Sales Pipelines feature as we show you how it can help you when selling many products and services.
Ready to migrate to the cloud? Our guide explains why you might be ready, which features to look for and the big benefits of switching to cloud computing.
In the first of a blog post series our Co-Founder & CEO, Duncan Stockdill, calls for more simplicity in CRM design, to drive more usability and adoption.
We have integrated with Microsoft 365 to make it even easier to work from your inbox, see calendar events in Capsule and access Capsule quickly and securely with SSO.
We take an in-depth look at why it's so difficult to get people to adopt a crm and how you can change that in your business.
We take a deep dive into different types of sales training and why you should invest in your team.
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