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New and improved navigation for Capsule Mobile

The Capsule mobile app is about helping you gain quick access to information you need, on the go. Performance has always been fast, but after listening to feedback, we agree, sometimes getting to the screens you need feels like one too many taps away.

The current navigation sits behind a hamburger menu, a common design pattern amongst mobile apps. It’s great for when you have lots of menu items and you want to save some space. The issue is that options are hidden until you open the menu. This also means you need to tap twice to get to any screen you need. Consequently when you visit a contact the menu is out of reach until you tap back to reach it again.

New tab navigation

To speed things up we’ve completely redesigned the navigation to adopt a bottom tab bar. You’ll find key screens now only a tap away. Even when you visit contact screens the menu is still with you, reducing the number of taps needed to go another screen. You’ll also find settings now sits conveniently on the top left of the nav bar.

As a final touch, we’ve done away with the old icons to bring in some new fresh line icons across the app.

We hope you enjoy this update as much as we do! Please let us know if you have any questions.

New Logo and Brand for Capsule

We started Capsule eight years ago with a mission to create a CRM system that’s simple, intuitive and powerful. Every year since we’ve been fortunate and grateful to experience continual growth in our business and customer base. While Capsule as a product has evolved, we’ve never taken the time to update the Capsule brand. We created our original logo at the start of the Capsule journey when we were just three people with a modest budget. As we look to the future we wanted a new brand that communicates who we are now and our ambitions.

Self-reflection

It was clear we needed more than an updated logo. We needed a completely new brand identity that could be applied consistently across everything we do. So we teamed up with Focus Lab to help us get it right. Focus have been on our radar for many years and their work on brands such as 500px and Udacity have been an inspiration.

From the very first meeting, we knew Focus were the right choice. Their creativity and confidence led us through some thought-provoking exercises. This discovery process provided an opportunity for self-reflection, asking questions of who we are? What represents us best? Who do we want to be? What makes us different? Focus helped us leave our comfort zone and explore different concepts. From Capsule as a container to constellations to space Capsules. All the while we tried to stay simple, approachable and trusted with a pinch of playfulness.

After many iterations, we clarified that Capsule isn’t a pill you take to cure your business ailments or some kind of metaphorical container. More than that, it’s a powerful control panel to help you take care of your customers and business.

The new brand

With a clear direction, the Focus team pushed on with the control panel concept. Focus posted some work on Dribbble that received a lot of love from the design community confirming we were on the right track. After several rounds of refinement with Focus, we arrived at our new logo.

The new Capsule logo is unique, made up of switches and buttons to capture the essence of control over your business. Our new color scheme is vibrant and modern while feeling professional and trustworthy. With the logo in place, Focus completed our brand guidelines which define everything we need to know about our new brand, from typography choices through to voice and tone.

Going forward

For those that have been using Capsule for many years, we want to remind you Capsule is still Capsule. We will continue to deliver a CRM system that is simple, intuitive and powerful. What you’ll see from here on out is a more consistent brand experience.

As we turn this corner, we’re deeply thankful to all our customers who have made Capsule possible. We look forward to bringing you further updates to Capsule in the future. We also want to say big thank you to Focus Lab for helping us shed the old and lift up the new.

P.S. We’re looking for talented people to join our team!.

New duplicate checking and task category colors

Duplicate checking

We’re working on a few ways to help you avoid creating duplicate contact records and the first of these has just been released. As you enter details for a new contact such as name, email address, phone number and social network addresses, Capsule checks for duplicates and shows possible matches in the side bar for you to review.

Color your task categories

By popular request, you can now add color to your task categories to help you scan through your day’s activities and upcoming tasks. It’s entirely optional so you don’t need to set a color for each category if you’re comfortable working with the default.

If you’re an account admin, visit Calendar & Tasks > Categories in your Capsule account to add or edit the category colors.

A new look Capsule

New Interface

UPDATE October 28, 2014. The new look Capsule has landed

The new look is now live. Many thanks to all our customers that tried it out over the past few weeks and provided feedback to help us iron out any remaining issues. We’ve included a mini tour inside Capsule on pages where the actions have moved, but if you do have trouble locating a specific function or are having trouble with anything just drop us an email on support@capsulecrm.com. We are here to help. We hope you enjoy using the new look as much as we’ve enjoyed creating it!


UPDATE October 13, 2014. The new look Capsule is almost here

We’ve had great feedback from users including constructive suggestions on things we need to tweak and refine further. We’re working on a few final refinements prior to the switch over so users get the best possible experience. As a result we’re moving the switch over to Tuesday, October 28, 2014. In the meantime you can try the new look by following [these instructions][support-link]. Do let us know if you have tried the new look as your feedback is really important to us and we want to make sure we’ve taken all feedback onboard when we do the switch.

We want to make sure we’ve taken all feedback onboard when we do the switch so if you have tried the new look we’d love to hear from you - send your feedback to support@capsulecrm.com.


We’ll soon be rolling out the biggest visual overhaul to Capsule since its launch. It is the culmination of many months work and we can’t wait to share it with you. In fact, account admins can start using the the new look Capsule today.

Redesigning the interface is something we’ve taken a great deal of care with. We know that Capsule is loved for its ease of use and maintaining this has been at the forefront of our decision-making. We’ve designed the new interface around the familiarity of the existing look and feel, taking care not to move primary actions or functions unless we believed it represented an improvement to the overall user experience.

Contacts, opportunities and cases have received the most extensive visual changes. We’ve introduced a layout that is more spacious, making content easier to read and allowing you to view information quicker - tasks now sit in a new third column.

We knew that by adding tasks into the third column, this would change how Capsule looks when accessed on smaller screens such as tablets. To account for this, when viewing Capsule on a tablet or narrow screen, you’ll see the third column transform into a slide-out menu - allowing you to show and hide tasks with ease.

A sharper font, more harmonious colour palette and new icons (with support for retina devices) all contribute to an overall cleaner interface. As an added benefit, by reducing the number of images we use across the application, we’ve seen a performance boost when rendering pages.

We’re really excited about the new look Capsule and we hope you’ll enjoy using it as much as we do.

In support of modern browsers: End of support for IE9 and Safari 5

The team here are busy working on updates to Capsule and some of the updates take advantage of capabilities in modern browsers that aren’t available in Internet Explorer 9 or Safari 5. As always we don’t take the decision to drop support for older browsers lightly. Internet Explorer 9 and Safari 5 now account for less than 1% of Capsule usage and for the most part there are alternative browser options available to these users to enable them to continue to use Capsule. As a result we’re discontinuing support for Internet Explorer 9 and Safari 5 on September 9, 2014.

We’ve also taken the opportunity to formalise our browser support policy. We’ve taken Google’s lead on this and will follow a similar policy of supporting:

  • The latest version of Google Chrome and Firefox, both of which automatically update whenever they detect a new version of the browser is available.
  • The current and previous major releases of Internet Explorer and Safari. So for example when IE12 is released, we’ll drop support for IE10 and just support IE11 and IE12.

Microsoft have stated they aren’t updating Internet Explorer beyond version 9 for users of Windows Vista. If you’re on Windows Vista and currently access Capsule using IE9 then you can continue to use Capsule by switching to Google Chrome or Mozilla Firefox.

Tags now available in Capsule app

We’ve released an update to Capsule app to include tags on your contacts, cases and opportunities. You can now filter records based on one or more tags using the new filter icon on each of the list pages.

Use the funnel icon on the contact list for example and tap the tags you want to filter for. To clear the tag filter just click the little ‘x’ next to the tag filter in the list.

Tags screenshot

Support Portal Redesign

As part of our continued commitment to providing efficient and accessible customer support, we have recently rolled out a new design for our Capsule support portal.

The new design brings improvements to the way you can search documentation, browse popular articles and get in touch with us via a dedicated support form.

We continually publish new articles to the support portal in order for you to obtain the information you require quickly and easily. Searching the documentation will collate all of the articles relevant to your question and if you don’t happen to find the answer you are looking for, you can contact our support team directly for further assistance.

The new support form provides a more effective solution to handling new incoming tickets, which should provide a clearer idea of the issue you’re experiencing.

You can browse the new support portal at capsulecrm.com/support - if you have any feedback on the new design or suggestions on how we can continue to support you in using Capsule, don’t hesitate to get in touch.

Capsule CRM Support Portal

Google Apps marketplace improvements

Google has updated and improved the Google Apps Marketplace which provides thousands of third-party applications that extend Google Apps for Business. Capsule is one of the first 23 applications available at the launch of the improved Google Apps Marketplace to install directly from the Admin console.

Google Apps Marketplace

Over the past couple of months we’ve been working with support from the Google Apps Marketplace team to ensure that the migration to OAuth 2.0, which brings greater security is as seamless as possible for existing customers who access Capsule via Google Apps.

There are a lot of technical changes under the hood but your Capsule account will continue to work just as it has. Domain administrators will receive a confirmation email once the migration of Capsule to OAuth 2.0 has been completed on your domain. There’s nothing you need to do. You’ll continue to sign-in to Capsule using the app launcher in Google and the Gmail gadget will continue to work as before.

In a few weeks once the migration is complete we’ll be launching a shiny new faster version of the Gmail gadget. Here’s a sneak peek of the new gadget in expanded mode running inside Gmail:

Gmail gadget v2

We’re also planning further integration with Google Apps to take advantage of some new capabilities from Google so stay posted.

Improved task reminder emails

One of the projects we’re working on right now is to improve the readability and design of email notifications generated by Capsule. If you’re the owner of a Capsule account you might have already spotted the new email designs in the signup, billing and user invite emails. One of the main changes is that these emails are no longer plain text but have a fresh HTML design. Next up is the daily task reminder email which is delivered to most of our users every morning. Here’s a peek at what you’ll see when the new email design is rolled out this week:

Task reminder

For those of our users familiar with creating email newsletters you may be aware of how HTML support differs greatly across email clients. If you’re sending your own HTML emails or newsletter to your customers here’s a few things to look out for when creating your emails:

  • Unless you have HTML development skills and a lot of patience, you’re best to use an email marketing service that includes templates or an email design tool that helps ensure your design works well across email clients. Take a look at MailChimp or ActiveCampaign which are add-ons for Capsule, or CampaignMonitor which can be connected to Capsule via the integration platforms Zapier or Cloudwork.
  • If you do want to create your own HTML template there are some good guides available such as Campaign Monitor’s Email Design Guidelines.
  • Your readers all have a preferred email client ranging from web based clients, desktop clients and mobile clients. Each client may render HTML differently or not support standard practise’s combining HTML and CSS. Outlook 2013 specifically has many quirks.
  • Testing across email clients is time consuming if you try to do it manually. The services suggested above typically include automated tools to easily view your design in the different email clients, or alternatively you can use a dedicated service such as Litmus.
  • It is impossible for your design to look exactly the same on every client summarised nicely by the team at Campaign Monitor “Just remember that pixel perfection in all email clients is a pipe dream.”