Features Overview

Everything you need to know

  • Sales Tools

    • Sales Pipeline

      A summary of all sales opportunities including potential values and where they are in the pipleine.

    • Pipeline dashboard

      Track conversion rate, sales pipeline milestones and forecast in one view.

    • Kanban visual pipeline

      See all your opportunities in one pipeline, drag and drop to each stage as they progress.

    • Currency support

      Select the currency that you prefer and this will be used across Capsule.

    • Opportunity filtering

      Filter opportunities based on status, tag, milestone and more.

    • Multiple Sales PipelinesTeams

      Create multiple pipelines to reflect different sales processes for products and services you offer and different markets that you sell to.

  • Task Management

    • 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.

  • Reporting

    • 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 reportsTeams

      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.

    • Google Data StudioTeams

      Use Data 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.

  • Contact Management

    • 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 Tools

    • 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.

  • Security & Permissions

    • 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 recordsTeams

      Define what each user can see and edit.

  • Connectivity

  • Customization

    • 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 typesTeams

      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.

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Try Capsule free for 14 days

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Try Capsule free for 14 days

No card required

Try Capsule free for 14 days

No card required