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Our team can help you to plan your implementation in the right way, to ensure you start off on the right foot from the beginning, and as quickly as possible. We can help you to consider how to set up your account, and replicate your day to day workflows inside your CRM as much as possible.
Whether you’re bringing data into Capsule from another CRM, via CSV files or any other system, our team can support you through this process by working closely with you and taking you through best practices.
We offer training & coaching sessions which are flexible to suit your team and specific business needs. Capsule’s training & coaching sessions make sure you and your team have the skills you need to get as much value from our product as possible.
With 40GB of storage for every user, you'll have plenty of space to attach files to records in Capsule.
With space for up to 200,000 contacts, Enterprise is ideal for businesses with a large number of contacts.
A Capsule Customer Success Manager will be available to work closely with the administrators of your account, to ensure you have ongoing relationship management and a direct point of contact if needed.
As an Enterprise customer, your support requests will be responded to as a priority by our dedicated support team, saving your team valuable time.
We take privacy seriously and adhere to several security standards that keep your data protected.
EU GDPR compliant
Single Sign On
Get more done in a day by connecting Capsule to all your favorite software - giving you one complete view of your customer.
Connect your Microsoft Outlook Calendar with Capsule to create an agenda view of the upcoming and past events for your Contacts.
Sage One takes care of your finances, so you can focus on the business you love.
Use the Capsule CRM integration for Xero and get one complete view of your business, from capturing leads to invoicing & payments.
QuickBooks Online is a cloud accounting software used to track expenses, create and send invoices, run reports and more.