Welcome back to Uncapped, a roundup of all the latest and greatest features to land in Capsule, helping you get more bang for your buck. Keep reading for your chance to get $250 with just a few clicks.
Targeted history search
Have you seen the new history search tool? We’ve made it easier to find those crucial nuggets of information tucked away in old emails to help you get on with your work.
Perform full-text searches through your contact’s history, including notes, emails, calls, and custom activity types. You’ll never lose information again!
Sort lists by your Custom Fields
Proof that getting in touch makes a difference: a number of you wrote in to request a new ‘Sort by’ option. Good news - it’s here! We’ve made it easier to find and prioritize contacts and organizations using Custom Field data.
Simply head to your People and Organisations tab, click ‘Sort by’ in the top-right of your table, and select your chosen Custom Field.
We love to hear your feedback and suggestions. Got a bright idea that could revolutionize your Capsule experience? Get in touch at support@capsulecrm.com. And keep ‘em coming!
Filling your pipelines just got easier
Magically transfer LinkedIn leads into Capsule
Collect lead data from profiles on LinkedIn, creating and enriching contacts in your CRM – all with the help of Magically transfer LinkedIn leads into Capsule
Collect lead data from profiles on LinkedIn, creating and enriching contacts in your CRM – all with the help of Magical’s nifty extension for Chrome. In just a couple of clicks, Magical scans a LinkedIn profile page, finding and transferring key data points into your Capsule account.
Learn more about Magical and get started.
Power up your prospecting with lemlist
Energize your sales team’s outreach when you connect lemlist to your Capsule account taking the toil out of cold outreach. Plus access 450+ million new leads in lemlist.
The integration lets your team record all activities centrally in Capsule, automatically creating new contacts and Opportunities so your reps can focus on nurturing and converting valuable leads.
Discover how lemlist can improve your outreach.
On-demand: 10 Capsule features you need to know in 2025
Are there crucial features you’re not taking advantage of? Join Customer Success Manager, James Keeler, as he shares his key features to make the most out of Capsule in 2025. Discover features that help you:
- Collaborate with your teammates
- Take advantage of AI and automations to work more efficiently
- Stay organized
Highly praised by fellow Capsule users, this webinar is not one to miss.
Uncapped's favourite features of 2024
Boost collaboration and productivity with Comments
Leave comments on any activity in a record or Opportunity to add context or @mention team members. What may seem like simple, new functionality offers improved productivity, centralized data, and greater visibility.
Learn more about Comments and how you can use them.
Speed up sales with data enrichment
We introduced the enrichment functionality for contacts and businesses, automatically populating your records with up-to-date information including:
- Email addresses
- Phone number
- Employment title
- Business employee count
- Annual revenue
Make smarter outreach and close deals faster with contact enrichment.
Learn more about contact and business enrichment.
Smoother, faster, direct migration
Whether you just got started with Capsule, or you’re merging accounts, the way you transfer CRM data just got simpler. We improved the interface and worked with Import2 to enable direct migration from another CRM.
Follow our guide to importing your data from another CRM into Capsule.
Unlocking 3 new languages
Our team worked hard to make Capsule accessible to more businesses around the world, recreating your simple software in French, Spanish, and Brazilian Portuguese. Say adeus to language barriers and bonjour to international business in your mother tongue.
And that’s it on our favorite features and functionalities in 2024: we hope you’ve been able to make the most out of them.
Refer a friend, earn $250
To refer a friend to Capsule, open the app and click your name in the top-right hand corner to reveal a drop down menu. Select 'Refer a friend' and a window will appear. Click your unique URL and share with friends
Ah, there’s still that matter of $250 to deal with. Did you know about our referral scheme? Invite your friends to try Capsule for free: when they sign up for a paid plan they’ll get one month free, and you’ll get $250. Not too shabby. For more info, check out our terms and conditions.
Thanks for joining us, we’ll see you in the spring.
The Capsule team
