Get a complete contact view
The contact page gives you a birds eye view of everything you know about a contact so that you can keep track of the people, companies and other organizations that you do business with.
- Share contacts with co-workers ensuring you all have a single up-to-date view of the contact.
- 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.
- Easily add notes about conversations you've had, meeting outcomes, how the contact is known to you etc.
- 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.
- Attach documents, agreements, proposals and other files.
- Import contacts from Outlook, Gmail, vCard, spreadsheets and any CSV file.