Hopefully, your summer brought you some time to have some fun, see loved ones, and get a well-earned break. As the season draws to a close, we wanted to give you a rundown of everything that’s landed in your Capsule account since May - and boy, has there been a lot! Buckle up, we’re going in.
All your meetings and events, now in Capsule’s Calendar
We’ve tightened up our integrations with Microsoft and Google Workspace tools. Now you can view your calendar events inside Capsule. Get an instant snapshot of your day without switching tabs: find all your sales meetings, customer calls, Tasks, and Reminders in the Capsule calendar.
The updated calendar integrations are even smarter:
- Autopopulate any Google Calendar meeting invite when you create an Event from a Capsule contact record
- Join Zoom or Google Meet calls directly from the Capsule calendar
- Attending calls with contacts not saved in Capsule? Add them to your CRM with the new connection.
Admin: now easier, faster, and smarter.
Available on all plans.
Connect your work calendar here.
Take a quick peek with preview panels
Click on a contact and see a handy preview panel pop up. Instantly see the next task, recent activity, and all the key info you need—no extra clicks, no switching screens.
No need to navigate away from the list: call, follow up, or log new activity right from the preview. Perfect for quick check-ins, managing call lists, and keeping your contacts moving forward. The same preview panel is also available for peeking into your Projects and Opportunities too!
Faster insight. Fewer clicks.
Available on Growth, Advanced, and Ultimate plans.
Get even more insight with Pipeline forecasting
Use the new and improved Pipeline Forecast report to get better visibility into your money inflow so you can make smarter business decisions.
Your reporting keeps getting better.
- Find the new forecasting report in the Pipeline dashboard, under the Reports tab.
- See when and how much you’ll earn over the upcoming months – not just when you won your Opportunity.
- Identify which Pipelines are earning the most in any given month, and be able to click into Opportunities straight from the dashboard.
Available on Growth, Advanced, and Ultimate.
Log in to analyze your Pipeline.
Even less admin with even more automation options
You now have a bunch of new automation options, helping reduce manual input. Here are a few ways you can use them:
- Upselling and cross-selling: When one Opportunity closes, an automation will create a new one for the same organization.
- Closing an Opportunity (won): Create a new Opportunity to renew subscriptions and recurring sales after you mark the initial Opportunity as won.
- Closing an Opportunity (lost): When an Opportunity is moved to lost, create a new Opportunity to follow up after a given period of time.
- When a Project is closed: Create another Project. Perfect for managing your repeating work.
You can also configure the automation to customize the name for the newly created Opportunity.
Available on Growth, Advanced, and Ultimate.
Let Capsule do the dog work: set up workflow automations in-app.
Never miss a follow-up with Save and Add
We’re speeding things up for you. When you’re logging an activity, tap the dropdown arrow next to the ‘Save’ button to instantly create a Task, Opportunity, or Project. Instantly setting a follow-up action means you'll never forget a client or lead task again.
When the new Task opens, the ‘Additional detail’ field will be readily populated with the activity you just logged. Little things to make your life easier.
New for you: Quickfire round
- Quick links into reporting*: Jump from People & Organizations to its associated analytics, or from your Projects boards straight into its dashboards for instant insights.
- Close Projects in bulk: Fallen behind on admin? No problem. Tidying up your CRM is even easier with bulk closing, now available from the Project lists page.
- Auto-link contacts from Gmail add-on*: Now you can instantly store each email thread against the relevant contact record in Capsule when you enable the Gmail add-on. No more copy-pasting, tab-switching silliness.
*Available to customers on the Growth, Advanced, and Ultimate plans.
More tools for easier work
Calendly
Calendly makes it easier for prospects to book a call with you. Integrating with Calendly, you can automate Opportunity creation when a new lead books a call using your link. Less admin, more lead-nurturing.
Connect Calendly and Capsule.
Typeform
Rid yourself of time-consuming follow-up. Place Typeform on the same web page as your contact forms to instantly send new contacts to Capsule CRM.
Set up the Typeform Zap.
Crunch
A new accounting connection is coming to Capsule CRM. Crunch is a straightforward accounting platform you won’t need any experience to use. With expert advice and friendly, knowledgeable customer support, you’ll never feel bogged down in numbers.
Connect to Crunch
Learn more in our upcoming webinars
What kind of company would we be if we didn’t even use the tools we sell? Well, good news, we do. And we’re revealing exactly how we use them in two upcoming webinars.
How Capsule’s sales team uses Capsule
Our sales and customer success teams are baring all: yes, we’re showing you exactly how we use Capsule day-to-day and sharing our top tips. As usual, we’ll hold a Q&A at the end, so bring your questions on September 24th at 4pm BST.
Register here – even if you can’t make it, we’ll send you a recording.
How Capsule’s marketing team uses Transpond
Our sales and customer success teams are baring all: yes, we’re showing you exactly how we use Capsule day-to-day and sharing our top tips. As usual, we’ll hold a Q&A at the end, so bring your questions on September 3rd at 4pm BST.
Register here – even if you can’t make it, we’ll send you a recording.
Many of our updates and features are the result of our customers’ suggestions. If you’re brimming with ideas that might make Capsule CRM better, we’d love to hear them. Just pop them in an email to our support team.
Likewise, if you have any questions or need some help, our friendly support team is always happy to help.
Finally, a quick shout-out to all our wonderful colleagues for their genuine care for you, our customers, and for their tireless graft. They really are good eggs, and they’ve done some bloomin’ good work.
That’s all for now, see you at the end of the year!
– The Capsule Team
Get started with Capsule CRM completely free today. Or try any Capsule plan free for 14 days.
