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.
Add customer and supplier invoices in Capsule and keep track of all your payments.
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.
We loved meeting Liquona, a video production agency, and hearing how Capsule's transformed the way they manage customer relationships. Take a peek at their quality video.
When you juggle too much your IQ reduces, so here's how Capsule keeps you focused and intelligent!
CRM is a must for every small business. Here's how it can transform the way you work and help deliver real growth.
Have you discovered our neat feature called Cases? Here are some fascinating examples of how our customers use them to store information.
Check out our top tips for a healthy sales pipeline to improve conversion rates and stimulate sales.
Discover the 6 reports you need in your CRM to boost your sales performance.
As your new CRM becomes business as usual, here's how to keep it fresh, relevant and loved.
Now your CRM is ready to go live, here's how to launch it to the business and boost adoption rates.
CRMs are a long term investment. Find out how to make your CRM a success from the start by involving the right people and creating CRM champions.
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