Capsule CRM software features
CRM packed full of simple yet powerful features to give you complete control.
Contact Management
Everything in one place
Quickly add emails, notes, documents to each contact, storing everything you know about your customer in one place.
Easily segment your audience
Simply tag your contact as a lead, customer, vendor, anything you wish to segment your audience.
Import and export with ease
Easily transfer your contacts from Outlook, Gmail, vCard, spreadsheets and any CSV file.
More about contacts
Tasks and calendar
Tasks for everything
Create tasks for all your activities with simple color coding to make your list even easier to manage.
Follow a winning process
Quickly record your key steps in an approach using a list of time-dependent tasks that work back from or towards a set date.
Understand the context
Link tasks to contacts, opportunities, or cases so you can easily understand the context and get to work straight away.
More about tasks & calendarSales pipeline
Track sales easily
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.
Clear overview of all your sales
Get a clear summary of every sale, value, stage and quickly see what's needed to land the deal.
Spot stale opportunities
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
Reports
Reports at your fingertips
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.
Uncover powerful insights
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.
Support your team
Quickly see each individual’s activity, making it easier to spot issues and offer support before it impacts your bottom line.
More about reportsTeams and roles
Ultimate focus for your teams
Organize Capsule around your teams so they only see the contacts, opportunities, cases, and tasks relevant to them.
Control access to specific contacts
Set restrictions for each person, only giving access to the contacts they need to see.
Track team performance
Quickly see the teams performing well and those that need more support with our advanced sales teams reports.
More about teams & roles
Tracks
Know what's expected and when
Tracks are a simple list of linked, time-dependent tasks. When one ends another starts, perfect for recording your approach to a specific activity.
Deliver a stellar customer service
Create and share tracks with your whole team so everyone follows the same consistent process every time.
Never miss a deadline again
Tracks work towards or back from an end date, sending you a reminder the day an activity is due.
More about tracksCustomize Capsule
Understand your customers
Create as many data fields as you need to store all the extra information you collect about your customers, giving you one complete picture.
Manage your sales effectively
Adapt the sales pipeline to suit your business needs, creating the stages and milestones relevant to your unique process.
Personalize your CRM
Sprinkle your brand colors and logo into Capsule so your CRM feels familiar to the team right from the start.
More about customizing Capsule
Capsule Mobile
All your data whenever you need it
Everything you need in the palm of your hand, even when you’re off-line so you’re always in the loop.
Spend less time on admin
Log calls automatically after each call in Capsule and be prompted to add notes before you forget.
Update on the go
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