Quickly add emails, notes, documents to each contact, storing everything you know about your customer in one place.
Simply tag your contact as a lead, customer, vendor, anything you wish to segment your audience.
Easily transfer your contacts from Outlook, Gmail, vCard, spreadsheets and any CSV file.More about contacts
Create tasks for all your activities with simple color coding to make your list even easier to manage.
Quickly record your key steps in an approach using a list of time-dependent tasks that work back from or towards a set date.
Link tasks to contacts, opportunities, or cases so you can easily understand the context and get to work straight away.More about tasks & calendar
Keep track of every sale by clearly seeing the stage each opportunity is at, using drag and drop to quickly move them from one stage to the next.
Get a clear summary of every sale, value, stage and quickly see what's needed to land the deal.
Easily see forgotten sales opportunities as they turn orange if they've not been contacted for a set number of days.More about the sales pipeline
Our 13 advanced sales reports tell you everything you need to know about your sales and team activity. Simply connect to Google Data Studio to create any unique reports.
Easily forecast and track sales, conversion rates, top performers, and more for every team and individual. Uncover the reasons for won or lost sales and share best practice across the team.
Quickly see each individual’s activity, making it easier to spot issues and offer support before it impacts your bottom line.More about reports
Organize Capsule around your teams so they only see the contacts, opportunities, cases, and tasks relevant to them.
Set restrictions for each person, only giving access to the contacts they need to see.
Quickly see the teams performing well and those that need more support with our advanced sales teams reports.More about teams & roles
Tracks are a simple list of linked, time-dependent tasks. When one ends another starts, perfect for recording your approach to a specific activity.
Create and share tracks with your whole team so everyone follows the same consistent process every time.
Tracks work towards or back from an end date, sending you a reminder the day an activity is due.More about tracks
Create as many data fields as you need to store all the extra information you collect about your customers, giving you one complete picture.
Adapt the sales pipeline to suit your business needs, creating the stages and milestones relevant to your unique process.
Sprinkle your brand colors and logo into Capsule so your CRM feels familiar to the team right from the start.More about customizing Capsule
Everything you need in the palm of your hand, even when you’re off-line so you’re always in the loop.
Log calls automatically after each call in Capsule and be prompted to add notes before you forget.
Create and complete your tasks plus your sales opportunities straight from your phone, reducing the time spent on administration at the end of the day. More about the mobile app