Overview
Everything you need to know about Capsule and its features.
Contact Management
Giving you an overview of the people and companies you do business with.
Tasks & Calendar
Create tasks for appointments, meetings, phone calls and more.
Sales Pipeline
Get a complete summary of your opportunities with our sales dashboard.
Sales Analytics
Monitor every aspect of your sales cycle with our reports and gain insights.
Security & Permissions
The security of your data and earning your trust is core to our culture.
Customization
Record information in a way that makes sense for your business.
View all Integrations
See all the integrations that Capsule supports for every business need.
QuickBooks
Gmail
Mailchimp
Outlook
Xero
Zapier
FreshBooks
Google Data Studio
Sage
FreeAgent
All Microsoft
All Google
Startups
Small Business
Mid-Size Business
Large-Scale Growth Business
Professional Services
Hospitality
IT & Technology
Real Estate
Construction
Travel Agencies
Accountants
Support
Search an extensive library of help articles and submit a support request.
Blog
Read product updates and posts on CRM, culture, sales and more.
Video Tutorials
Access on-demand video tutorials and walkthroughs.
Customer Stories
Learn more about the people and businesses who use Capsule.
In this guide, we'll discuss what it customer retention is and share 9 best practices to keep customers coming back
Learn about different QuickBooks crm integrations on the market and how they can help your business grow.
We've made it even easier to see all the details which make up the activity and sales reports by adding report breakdowns.
You’re responsible for closing all the deals your business generates. But you’re becoming so busy that you need a dedicated sales team...
Last year we celebrated our 10th anniversary of Capsule. It was a chance to reflect on how Capsule has grown with thousands...
Everyone goes through a specific journey when they turn from lead to customer. Fine-tuning that journey, and building a process that your...
Receive Task Assignment Emails Stay in the know by receiving an email whenever a task is assigned to you. You can opt...
Our top tips to make video conferencing a success when you're working from home.
Here's our pick of the essential areas you need to consider when switching to running your business completely remotely.
Read our full privacy policy here.
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