Managing your finances in Capsule with Xero

Make life easier by connecting your accounting software with your CRM.

Improve your sales process with this simple tip

We've got one quick tip that will help improve your sales process when a new person joins the team. We call it structured freedom.

Track marketing campaigns in Capsule with Mailchimp

Now SMBs can track their Mailchimp marketing campaigns in Capsule - even on our free plan.

Know why you’re losing sales opportunities

Everyone loses a sale now and again but how often do you learn from it? It’s important to understand where it all went wrong, even more so if it’s down to the person selling.

Keep your sales pipeline moving with Stale Opportunities

Sometimes you don’t lose a sale, it just goes stale. What’s important is to be aware of these stale opportunities and put plans in place to reinvigorate them or close the opportunity.

Create your own reports with Google Data Studio

We've got some great news for our customers on the Teams plan - now you can create your own sales opportunity reports in Google Data Studio

Connect Capsule with different web services using Zapier

Find out about automating workflows between Capsule and different web services using our Zapier integration.

What is Activity Tracking and Why Is It Important?

Why activity tracking and reporting is such an important part of sales and how you can use these features in Capsule.

Grow your business with our new Teams plan - a scalable solution for larger and expanding businesses

Introducing Teams and Roles to help your business grow with Capsule

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