Everything you need to know

Tasks & Calendar

Create tasks for appointments, meetings, phone calls, submission deadlines and more.

Repeating tasks

Set a task to repeating daily, weekly or monthly.

Task reminder emails

Receive task reminder emails at the start of each day.

Task automation

Use Tracks to set up a series of tasks that each become active one after the other.

Calendar view

See all of your tasks in a weekly or monthly calendar view.

Subscribe to calendar

Subscribe to your tasks and view them on your personal calendar.

Sales analytics

Monitor every aspect of your sales cycle and understand your business to help you make informed decisions.

Activity reporting

Shows activities completed by each user and the specific activity types.

Advanced sales reports

10+ reports on won/lost opportunities, pipeline growth, average time to won plus more.

Export reports

Export all of your report data or save an image of your chart for import into other tools such as Excel.

Looker Studio

Use Looker Studio to multiple data sources, create interactive dashboards and build reports.

Report filtering

Filter reports based on time periods, users or teams for a clearer picture.

Sales Automation

Streamline your sales process with automated actions for your sales pipeline.

Project Automation

Create fast, consistent processes that help teams be more productive and increase customer satisfaction.

Create triggers and sequences for communications so that you can manage every interaction that you need to.

Contact management

Everything you know about the people, companies and organizations that you do business with.

Full text search

Quickly find any text within all your notes and emails.

Auto-enriched profiles

Automatically add social network profiles associated with a contact.

Attach files

Attach agreements, quotes, proposals and any other files you need.

Import contacts

Bring your contacts to Capsule by importing them from a spreadhseet, CSV and more.

Email Templates

Create and save email templates in Capsule for the whole team to use.

Gmail

Access Capsule directly from Gmail. Add contacts, conversations, tasks and sales opportunities.

Outlook

Easily manage contacts, conversations & sales opportunities from within your Outlook inbox.

Transpond

Use our sister email marketing tool, Transpond, which integrates seamlessly with Capsule to take your marketing to the next level.

Email Sending

Send emails from within Capsule via Outlook or Gmail in just a few clicks.

Shared Inbox

Connect a shared mailbox so all emails come from the same account.

Two-factor authentication

Add an extra layer of security to your account using your mobile device.

Microsoft 365 Single Sign-On

Log in to Capsule using your existing Microsoft 365 email and password.

Google Workspace Single Sign-on

Log in to Capsule using your existing Google Workspace email and password.

Restore deleted records

Super administrators can restore deleted records within 30 days.

User roles

Assign users to one of three different roles to ensure that users only have access to certain records.

Data export

Export your data for safe keeping or for transferring to another system.

GDPR compliance

We have updated our data processes and practices to maintain GDPR compliance.

Restrict access to records

Define what each user can see and edit.

Add-ons & Integrations

Connect your favorite tools with Capsule.

iOS & Android app

Access Capsule anywhere with our mobile app.

Website form lead capture

Capture leads directly via a form on your own website.

Key integrations

Power-up Capsule by using Microsoft 365, Google Workspace, Xero, FreshBooks, Mailchimp, Wufoo and more.

Automate with Zapier

Use Zapier to integrate with thousands of other business tools.

API access

Use Capsule's API to integrate with your custom or third party application.

Customizing Capsule

Make Capsule your own by customizing fields, tags, milestones and more.

Mail drop box

Forward emails to an email address unique to your account - an easy way to store emails.

Custom fields

Record the information that is important to you and your business.

Custom milestones

Easily tailor your sales pipeline steps to suit your workflow.

Custom branding

Choose a custom logo for your login screen and change the color scheme.

Custom activity types

Add unique activities that are meaningful to your business.

Custom tags

Set up tags to categorize or group your contacts based on your own business needs.

Custom lists

Manage contacts in lists by filtering using your own or using a custom field you have added.

Custom lost reasons

Add reasons why a deal was lost and identify the most commons ones.

DataTags

Set up tags to categorize or group your contacts based on your own business needs.

Custom titles

Add custom titles to personalize your contacts information.