Everything you need to know about Capsule and its features.
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.
Record information in a way that makes sense for your business.
See all the integrations that Capsule supports for every business need.
Search an extensive library of help articles and submit a support request.
Read product updates and posts on CRM, culture, sales and more.
Access on-demand video tutorials and walkthroughs.
Learn more about the people and businesses who use Capsule.
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.
When you’ve invested in software, there’s nothing better than discovering new, helpful features that make life that little bit easier. Here’s one we’d like to share.
Great news for our iOS mobile app customers, the new caller ID feature is now available. If your contact is in Capsule, you'll always see who's calling you
Our integration with QuickBooks Online is almost ready so here's a sneak peek of how it's looking.
Store emails, create tasks and access Capsule without leaving Gmail
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.
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.
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