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January 2018 News

Happy New Year! We hope you’re having a great start to 2018. Last year was a busy year for us as we worked towards some major feature releases. We’re continuing that work and we’ll let you know about those features closer to the time. In the meantime, we’d like to share a few new things you’ll see around Capsule.

 

Capsule Mobile

We now have a dedicated team working on our mobile app for iPhone and Android, and they are busily rolling out updates. Recent updates include reworking the navigation to make it easier to get to the right page quickly, support for attaching images and documents directly from your phone, quick access to recently accessed contacts, plus a bunch of speed improvements. To get Capsule for your smartphone, simply download from the App Store or Google Play.
 

Integration with CircleLoop

If you’d like to better manage phone calls across your business, check out CircleLoop which is a cloud-based telephony system for businesses. You simply use the mobile devices and computers you’ve already got to both make and receive calls from a UK number you select - you just need to install their app. Their plan includes unlimited calls to UK landline and mobile numbers, voicemail to text, and you can even share a business phone number with all your team. The team at CircleLoop have done a fantastic job of integrating Capsule including easy set-up, support for click-to-call, and logging of calls directly in Capsule. Learn more and sign-up.

Integration with Sage One

Capsule now integrates with Sage One (UK) to add to our growing list of integrations with accounting systems. The integration streamlines customer creation and updates across both systems, and the inclusion of Sage One invoices history directly inside Capsule ensures you get a complete and up-to-date view of your customer status. Learn more and sign-up.

Zapier hits 1,000 integrations

In addition to the many direct to Capsule integrations, Capsule also connects to Zapier, enabling creative ways to push data between Capsule and the many other apps on Zapier. Zapier has just announced they’ve hit a milestone of 1000 integrations in their toolkit. Check out Zapier’s page about Capsule to get ideas for connecting Capsule with other applications you use, such as notifying a Slack channel when new opportunities are created in Capsule.

 

New default profile pictures

If you are a regular user of Capsule, you may have noticed Capsule now shows an icon with the initials of a contact when the contact doesn’t have a profile picture. For example, GW would appear for Gavin Williams. In places where it would be useful to show a contact or user, but we don’t have space to show their full name, we can display the icon to provide greater context, alongside a hover or click through to see details. You can see an example of this in action on the team calendar page (above) where we’ve recently added the user icon to show who is assigned to each entry.

More power to Tracks

Many of our customers make use of the Tracks feature in Capsule to automate the assignment of standard tasks you follow when progressing sales opportunities, responding to customer queries, or implementing projects on behalf of customers. We’ve recently updated Tracks to allow the steps to be configured just for weekdays so that tasks don’t get assigned on the weekend, and also to allow steps in a Track to be assigned to different members across your team. Read more.

GDPR Update

If you operate in the UK or other parts of Europe, it’s likely you will have heard of the upcoming changes around personal data protection in the form of the General Data Protection Regulation (or GDPR for short). The GDPR is European legislation that applies to organizations anywhere who collect data about EU individuals, including those in UK. It is an evolution of the existing EU data protection framework. In the coming weeks, we’ll be letting you know about updates to our agreements, and updates to Capsule which assist customers who are subject to GDPR. Read more about what we are doing.

Thanks for reading and we hope you continue to have a fantastic year with Capsule. If there’s ever anything we can help with or if you’d like to share anything then you can email in or reach us on Twitter.

All the best for 2018

Capsule integration with Sage One

Great news for our UK customers. We’re happy to announce that Sage One (UK version) has joined the ranks of great accounting services that integrate with Capsule.

Sage One empowers entrepreneurs by providing the essential accounting they need via easy-to-use mobile and web apps. It’s simple, powerful, and helps small business owners better run and grow their business.

When you’re working with a range of web services it can be a challenge to get a good overview of all your information in one place. If you’re talking to a client and you pull up their information in Capsule you want to be able to see not only your meeting and conversation history with them, but also their accounting history.

  • How much have you invoiced them since becoming a customer?
  • Do they have any outstanding invoices?

Our integration with Sage One has been designed and built to tackle this providing a complete view of contact and communication details from Capsule combined with invoice information from Sage One. You can drill down to view specifics and with the click of a button you can go directly to create a new invoice in Sage One.

The integration reduces the need to switch back and forth between the two services and means new contact details need only be entered into Capsule and then exported to Sage One when you’re ready to raise an invoice. All the contact details will come across and even sync.

Check out our video of the integration in action:

If you’re not familiar with Sage One then head over to their website and sign up to a free trial. Once you’re all signed up you will need to setup the integration in Capsule by going to your Settings > Integrations > click Configure next to Sage One.

And if you’re coming from Sage One and haven’t checked out Capsule yet then you can head over to our main site and click the button at the top to sign up to a free trial right now!

If you need help setting up the integration then you can check out our support article or just email us directly and we’ll be happy to help you get up and running right away.

FreshBooks Integration

This blog post was written before Javelin was renamed to Capsule. See this post for more details.

Javelin now integrates with FreshBooks. FreshBooks is a great way for you to track time and invoice your customers. When you use Javelin with FreshBooks you’ll get the complete view of your relationships including notes and files you’ve added, emails to and from the contact, tasks that need to be done, sales opportunities, along side invoices from FreshBooks.

Integration is easy, simply enter your FreshBooks account API details into your Professional Edition of Javelin. Javelin automatically imports your customers from FreshBooks and you’re ready to go. Here’s a summary of what you get:

  • When viewing a contact in Javelin, you’ll see a summary of invoices and outstanding amounts from FreshBooks
  • Contacts can be exported from Javelin into FreshBooks so that you can start invoicing them
  • Amend invoices and view contacts in FreshBooks by clicking through from the contact in Javelin
  • Updates to contact details such as addresses in Javelin are automatically synchronised to FreshBooks so you only need to make the update in one place

FreeAgent Integration

This blog post was written before Javelin was renamed to Capsule. See this post for more details.

FreeAgent logo

Javelin and FreeAgent now hook up. So if you use Javelin alongside the simple, but powerful online accounting tools from FreeAgent you’ll get the complete view of your relationships including notes and files you’ve added, emails to and from the contact, tasks that need to be done, sales opportunities, support requests and invoice statuses.

Integration is easy - simply enter your FreeAgent account details into your Professional Edition of Javelin. Javelin automatically imports your customers from FreeAgent and you’re good to go. Here’s a summary of what you get:

  • When viewing a contact in Javelin, you’ll see a summary of invoices and overdue amounts from FreeAgent.
  • Contacts can be exported from Javelin into FreeAgent so that you can start invoicing them.
  • Add a new invoice by clicking through from the contact in Javelin.
  • Updates to contact details such as addresses in Javelin are automatically synchronised to FreeAgent so you only need to make the update in one place.

Accounting Tweaks

This blog post was written before Javelin was renamed to Capsule. See this post for more details.

The Javelin integration with Xero and KashFlow has been very popular since its release a few weeks ago. We’ve been tweaking this functionality based on ideas and feedback from our users which has been top notch as usual. Here’s a summary of the recent changes that are live:

  • Suppliers are now included from KashFlow. For the initial release it was customers only.
  • A supplier view which shows invoices from your suppliers and their statuses. Just a bit of background on the naming convention here - KashFlow calls these “Receipts” while Xero calls them “Accounts Payable Invoices”. We’ve decided to use the term “Supplier Invoice” because we think it’s clear and ensures we have common terminology for any accounting system that we integrate with.
  • Automatic tagging as Customer and Supplier. This makes it easy to see the relationship you have with a contact and you can use the tags to filter searches and lists.

We have a further tweak in the works that we expect to release for Monday. Currently if you view a person (e.g. Joe Blogs) attached to a company (e.g. Acme Corp), you can export that person as a customer or supplier. That doesn’t make a great deal of sense as it’s Acme Corp that should be the customer/supplier in this example rather than Joe Blogs. We are making a simple change to fix this - when exporting a person that is linked to a company, Javelin will detect this and export the company details instead. Also, when viewing a person that is linked to a company, Javelin will display the opportunities and invoice information for the company. See the uservoice request for more info.

Here’s a screenshot showing a supplier with the tag and invoice information:

Kashflow invoices

Announcing Xero and KashFlow Integration

This blog post was written before Javelin was renamed to Capsule. See this post for more details.

Today we’ve made it easier for small businesses to better manage their customers by integrating the best CRM with the best online accounting systems, Xero and KashFlow. CRM and accounting are both important functions for most small businesses. CRM provides the tools to manage relationships with prospective and existing customers, and accounting systems provide the tools to manage your financial success.

Typically these systems have been disconnected, so when updating a customer in your CRM you have to duplicate that change in the accounting system. Of course, in practise time is tight and the these systems often drift out of date. Equally important, you want to see everything you know about a customer in one place. The CRM provides the customer dashboard, so why would you want to switch to the accounting system to see what’s been invoiced and what’s overdue?

By integrating Javelin with these accounting systems we’ve fixed the problem. Now all information including invoicing and overdues is available from customer view in Javelin, and updates to customers are automatically applied to the accounting system so you only need update the customer in one place. This is a big step forward for small business in getting better value out of CRM and accounting.

The following screencast demonstrates how you can get started easily and start benefiting from an integrated solution. The screencast shows Xero in action and we’ve done exactly the same for KashFlow too.

The KashFlow version of the screenflow is available here.

To find out more about Xero and to sign-up for a free 30-day trial, visit www.xero.com

To find out more about KashFlow and to sign-up for a free 60-day trial, visit www.kashflow.co.uk. KashFlow are kindly offering Javelin customers £2/month off KashFlow when you sign-up using promo code JAVELIN01

Sign up for a free, no obligation 30-day trail of our Professional Edition to get started.