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