August/September Integrations

Josef Szotten posted in Product September 12, 2012

We’ve had a burst of great applications that have integrated with Capsule in the past couple of months that extend the capabilities of Capsule even further.

ClickDesk logo First up is ClickDesk - A service for integrating chat into your website as well as other online engagement (phone, ticketing & social). With the ClickDesk chat you can view Capsule contact details and record chat transcripts straight into Capsule without leaving your chat.

Proposable logo Next is a service called Proposable. With Proposable you can create, deliver, and analyze your sales proposals. Easily connect it to your Capsule accont and send your proposals to your Capsule contacts. A note is also stored on the contact record in your Capsule account for each Capsule contact that a proposal is sent to.

edocr logo edocr is a service for uploading your documents such as brochures, case studies and press releases to share with prospects and generate new leads. edocr integrates with Capsule to track who read your documents on edocr for lead nurturing and conversion in Capsule.

Read more about product

June 2020 Product Updates: New Task Assignment Emails, More Customization and Enhanced Security

## Receive Task Assignment Emails Stay in the know by receiving an email whenever a task is assigned to you. You can opt in to...

The easiest way to organize your CRM data

If you're looking for an easy way to organize your data, Capsule Tags and DataTags will help. Here's all you need to know.

Announcing our new sidebar

We've made it even easier to see financial information and tasks on the same page as the contact record by adding them to a sidebar.

Get started

Trusted by thousands of businesses worldwide

Sign up for free