Everything you need to know about Capsule and how each feature will benefit your business.
A complete view of your customers so you can look after them like never before.
Tasks & Calendar
Feel back in control of your day with tools to keep you organized.
See all your sales opportunities at a glance, update them with ease.
Powerful insights into your business and team performance.
Teams & Roles
Focus teams by only displaying the data they need to see.
Quickly and easily tailor Capsule to suit your business needs.
Keep on top of your tasks, opportunities and team activity on the go.
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.
Google Data Studio
Create bespoke sales reports with a direct link to your opportunity data.
Store emails in Capsule and create opportunities, tasks plus cases direct from your inbox.
Add customers and suppliers to FreshBooks, see and create invoices from Capsule.
Move data between Capsule and 2000+ apps with Zapier.
Sage Business Cloud
Add customers and suppliers directly from Capsule and see invoice history.
Easily link web forms direct to Capsule without writing any code yourself.
Send regular email campaigns to your Capsule contacts and track the results.
Over 50 integrations
See all the integrations that Capsule supports for every business need.
Manage your time, customers and sales effectively.
Be more organized and in control of your business.
Organize your teams and focus them on success.
Manage your listings and client relationships on the go.
Keep your clients, opportunities and projects organized.
Deliver an exceptional customer journey every time.
Hotels and Hospitality
Provide a stellar service customers will never forget.
Build client relationships and deliver a quality service.
These 5 tips will help you pack more power into every step of your sales process.
Our CEO, Duncan, reminisces over the last 10 years at Capsule and shares the lessons he’s learned while building a successful SaaS business.
Red Circle Network help global brands expand into China. They told us how a CRM helps build relationships that grow their business worldwide
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.
We've spent 10 years in this beautiful city and with the UK bank holiday on the horizon, we wanted to share the 10 best things to do when you visit.
There are a few things to consider when switching to a new CRM, especially around data. We share some best practice so you get it right first time.
Introducing a sales pipeline to your business will have a positive impact on your bottom line. Here's all you need to know about setting one up.
A customer health score is a crucial business metric for customer success and growth but where do you start? Here's a guide to walk you through the process.
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
Free forever when you sign up for a free account.
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