Everything you need to know about Capsule and how each feature will benefit your business.
Giving you an overview of the people and companies you do business with.
Create tasks for appointments, meetings, phone calls and more.
Get a complete summary of your opportunities with our sales dashboard.
Monitor every aspect of your sales cycle with our reports and gain insights.
The security of your data and earning your trust is core to our culture.
Capture the right information with custom fields or just customize the look.
Manage what matters most to you anywhere you are with our app for iOS and Android.
Designed for growing businesses. Manage teams, segment data and track team performance.
View and create invoices and estimates in Capsule plus your paid and outstanding payments.
Create invoices direct from Capsule and keep track of all your paid invoices plus anything outstanding.
Store emails in Capsule and create opportunities, tasks and cases direct from your inbox.
Send regular email campaigns to your Capsule contacts and track the results.
Add customers and suppliers to FreshBooks, see and create invoices from Capsule.
Move data between Capsule and 2000+ apps to automate workflows.
Add customers and suppliers directly from Capsule and see invoice history.
Easily link web forms direct to Capsule without writing any code yourself.
Create bespoke sales reports with a direct link to your opportunity data.
See all the integrations that Capsule supports for every business need.
Connect your favourite Google tools to your Capsule account.
Affordable and easy-to-use.
Manage your top priorities such as contacts, funding and sales as you grow.
Feel more organized, in control of your sales
growth and build deeper relationships with every customer and supplier.
Keep your sales team organized and focused to
increase their chances of winning deals.
Enable your team to implement and adopt CRM as quickly as possible with priority support
and dedicated account management.
Great for busy real estate agents. Manage contacts, listings, and transactions wherever you are.
Be more organized when you're on the move with a CRM that makes managing business relationships effortless.
Deliver a remarkable customer experience from enquiry right through to post-trip feedback.
Give clients and guests an exceptional level of service every time, building loyalty and positive word of mouth.
Get one complete view of your clients, understand their needs and build closer relationships.
In this article we'll take a look at the past 12 months at Capsule and summarize what new features we've brought to you
We've made it even easier to see all the details which make up the activity and sales reports by adding report breakdowns.
Last year we celebrated our 10th anniversary of Capsule. It was a chance to reflect on how Capsule has grown with thousands...
Receive Task Assignment Emails Stay in the know by receiving an email whenever a task is assigned to you. You can opt...
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.
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.
It's true, using a simple list in your CRM does more than keep you organized, it helps you build relationships. How? Read on to find out.
We've integrated with QuickBooks Online to make it even easier to get customer details, interaction history and financials on the same page.
We've improved the search and form features in Capsule to make it even easier for you to find and do what you need.
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