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.
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.
We’ve done some work to improve the use of the pop-over contact cards in Capsule. These are quick summary cards that save...
We have made some new design and functionality changes to Capsule that we’d like to tell you about. First off, we have...
For those users that have recurring sales opportunities we have introduced a handy feature to duplicate existing opportunities. For example if you...
We’ve just launched a new feature in Capsule that makes it easy to find your contacts on social networks like Twitter and...
First off I’d like to introduce myself. Hi I’m Tom and I’ve recently joined the team at Capsule as a front-end developer....
We’ve recently updated the Capsule API pages. The API itself is more or less the same, there’s a few updates and we...
At Capsule HQ we like to stay paper free. We keep all our paperwork digital which in addition to enhancing our green...
We’re excited to have rolled out a new design for https://capsulecrm.com. Technically we’ve made use of web standards such as HTML5 and...
We’re very pleased that Capsule has made it to the finals of the CRM Idol contest. CRM Idol is a new competition...
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