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.
Enable your team to implement and adopt CRM as quickly as possible with priority support
and dedicated account management.
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.
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.
Make life easier by connecting your accounting software with your CRM.
With more businesses looking to introduce remote working, we wanted to share what we learned when we made it part of Capsule's culture.
When it comes to picking a CRM you’re spoilt for choice, there’s something for everyone. It goes without saying that every CRM software says they’re the best but what you have to ask is - the best at what?
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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