CRM Features

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Manage contacts

Sharing contacts

Share contacts with co-workers, ensuring you all have a single up-to-date view of the contact.

Attach notes

Easily add notes about conversations you've had, meeting outcomes, how the contact is known to you etc.

Attach documents

Attach documents, agreements, proposals and other files.

Import & export contacts

Import contacts from Outlook, Gmail, vCard, spreadsheets and any CSV file.

Categorize contacts

Categorize contacts using tags that you define and that are relevant to your business such as lead, customer, vendor etc. You can even customize Capsule to record additional information when a tag is applied. e.g. lead source when a person is tagged as a lead.

Attach emails

Track all email communications by sending emails from Outlook or any email client into Capsule. The email becomes part of the contact's history along with attachments so it’s easily available in one place. Capsule will automatically create a new contact for you if it doesn't find a match in your account.

Tasks & calendar

Create a standardized process

If you have standard processes, such as the way you approach each sale, configure these as "tracks" in Capsule to enable the same set of tasks to be followed for each sales opportunity or case. Each task in a track can be linked to the previous task. For example, a "call back" task can be set as due 5 days after an "initial call" task.

Tasks for any occasion

Create tasks for appointments, meetings, phone calls, submission deadlines etc.

Link tasks

Link tasks with contacts, opportunities or cases so it's easy to refer back to what the task was about.

Sales pipeline

Share

Share opportunities with co-workers to enable easy collaboration.

Summaries up front

Get a quick summary of opportunities on the go via the sales dashboard, including potential values, where they're up to, and what needs to be done next.

History

Keep track of the history of an opportunity by adding notes and attaching documents.

Keep track

Keep track of where each opportunity is at, using milestones such as prospect > meeting > proposal > won etc. Each milestone is linked with a success factor that is used to forecast potential sales revenue. Capsule includes a standard set of milestones or you can configure your own.

Reporting

Generate reports and extracts from the pipeline using configurable filters.

Customize Capsule

Custom fields

Extend tags with your own custom fields that are relevant to your business. For example, if you sell to customers through partners you could add your own fields to the customer tag to record who the introducing partner was and the date of introduction.

Customize your process

Customize the sales milestones and process.

Customize your contacts

Personalize your contacts and users with tags and avatar photos to make each contact and user unique.

Personalized look

Brand your Capsule account using your colors and logo.

Capsule mobile app

Remote contact management

Manage your contacts' information on the go, even when not connected to the Internet.

Keep your cases close

All cases are available in the palm of your hand. Never be out of the loop with your business cases and always be up to date.

Manage tasks on the go

Create, complete and manage your tasks on your smartphone, always keeping you up to date.

Sales opportunities

Manage all your sales opportunities from your smartphone. Keep track and update your opportunities right when you need them most.