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Sales Tools
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Sales Pipeline
A summary of all sales opportunities including potential values and where they are in the pipleine.
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Pipeline dashboard
Track conversion rate, sales pipeline milestones and forecast in one view.
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Kanban visual pipeline
See all your opportunities in one pipeline, drag and drop to each stage as they progress.
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Currency support
Select the currency that you prefer and this will be used across Capsule.
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Opportunity filtering
Filter opportunities based on status, tag, milestone and more.
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Task Management
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Tasks & Calendar
Create tasks for appointments, meetings, phone calls, submission deadlines and more.
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Repeating tasks
Set a task to repeating daily, weekly or monthly.
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Task reminder emails
Receive task reminder emails at the start of each day.
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Task automation
Use Tracks to set up a series of tasks that each become active one after the other.
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Calendar view
See all of your tasks in a weekly or monthly calendar view.
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Subscribe to calendar
Subscribe to your tasks and view them on your personal calendar.
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Reporting
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Sales analytics
Monitor every aspect of your sales cycle and understand your business to help you make informed decisions.
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Activity reporting
Shows activities completed by each user and the specific activity types.
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Advanced sales reportsTeams
10+ reports on won/lost opportunities, pipeline growth, average time to won plus more.
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Export reports
Export all of your report data or save an image of your chart for import into other tools such as Excel.
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Google Data StudioTeams
Use Data Studio to multiple data sources, create interactive dashboards and build reports.
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Report filtering
Filter reports based on time periods, users or teams for a clearer picture.
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Contact Management
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Contact management
Everything you know about the people, companies and organizations that you do business with.
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Full text search
Quickly find any text within all your notes and emails.
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Auto-enriched profiles
Automatically add social network profiles associated with a contact.
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Attach files
Attach agreements, quotes, proposals and any other files you need.
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Import contacts
Bring your contacts to Capsule by importing them from a spreadhseet, CSV and more.
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Security & Permissions
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Two-factor authentication
Add an extra layer of security to your account using your mobile device.
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Microsoft 365 Single Sign-On
Log in to Capsule using your existing Microsoft 365 email and password.
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Google Workspace Single Sign-on
Log in to Capsule using your existing Google Workspace email and password.
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Restore deleted records
Super administrators can restore deleted records within 30 days.
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User roles
Assign users to one of three different roles to ensure that users only have access to certain records.
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Data export
Export your data for safe keeping or for transferring to another system.
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GDPR compliance
We have updated our data processes and practices to maintain GDPR compliance.
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Restrict access to recordsTeams
Define what each user can see and edit.
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Connectivity
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Add-ons & Integrations
Connect your favorite tools with Capsule.
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iOS & Android app
Access Capsule anywhere with our mobile app.
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Website form lead capture
Capture leads directly via a form on your own website.
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Premium integrations
Power-up Capsule by using Microsoft 365, Google Workspace, Xero, FreshBooks, MailChimp, Wufoo and more.
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Automate with Zapier
Use Zapier to integrate with thousands of other business tools.
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API access
Use Capsule's API to integrate with your custom or third party application.
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Customization
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Customizing Capsule
Make Capsule your own by customizing fields, tags, milestones and more.
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Mail drop box
Forward emails to an email address unique to your account - an easy way to store emails.
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Custom fields
Record the information that is important to you and your business.
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Custom milestones
Easily tailor your sales pipeline steps to suit your workflow.
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Custom branding
Choose a custom logo for your login screen and change the color scheme.
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Custom activity typesTeams
Add unique activities that are meaningful to your business.
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Custom tags
Set up tags to categorize or group your contacts based on your own business needs.
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Custom lists
Manage contacts in lists by filtering using your own or using a custom field you have added.
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Custom lost reasons
Add reasons why a deal was lost and identify the most commons ones.
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DataTags
Set up tags to categorize or group your contacts based on your own business needs.
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Custom titles
Add custom titles to personalize your contacts information.
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