Have you discovered our neat feature called Cases? Here are some fascinating examples of how our customers use them to store information.
Make life easier by connecting your accounting software with your CRM.
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.
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.
Find out about automating workflows between Capsule and different web services using our Zapier integration.
Why activity tracking and reporting is such an important part of sales and how you can use these features in Capsule.