Easily track the progress of your sales opportunities using the sales pipeline plus handy visual cues highlight actions that need to be taken to close those deals. Quickly access a sales opportunity from the pipeline to add tasks, send emails and attach notes. Pipeline and sales reports help you identify who and which tactics are working and those areas which need improvement.
When you understand your customers you can provide them with better service and turn conversations into sales at a faster rate. Capsule’s detailed contact records allow you to record all important customer details in one place from conversations, files and notes to customizable fields that are unique to your business. This gives you the context to plan your next steps.
Imagine having an easy-to-use platform where all relevant customer actions and data are stored. Sounds good right? Put all that information in to Capsule and no more time gets wasted sifting through notes, papers and spreadsheets, no more emails get lost in your inbox, no details or decisions relating to a sale get forgotten. Better organization leads to a happier and calmer workplace and all that time saved can then be spent with your clients.
Customers are at the heart of any business so all their details and communication with them should be too. Now all your staff are on the same page and can handle customer relationships with ease and care.
Gain insight into the buying and selling environment with our reports. Identify your top salespeople and teams, motivate staff by viewing peer activity, spot trends and areas that need improvement, and analyze lost sales opportunities.
Even if you’re offline, you can access your contacts with Capsule’s mobile app. Whether you’re in the office or on the go, you’ll have access to the information you need, when you need it.