Customization
Designed to work in a way that suits your business
Capture the right information with flexible custom fields and personalize the look to match your brand.
Try Free
Capture the right information with flexible custom fields and personalize the look to match your brand.
Try Free
Create custom fields to suit your unique workflows
Create custom milestones within your own sales pipelines
Add your own branding and choose a custom color scheme
Every business is different with unique workflows and data that needs to be tracked. Keep a record of all this data using custom fields. Capsule supports a variety of different types, including text, dates, numbers and more.
"It's simple and yet we can customize too. There is so much to be done with custom fields. It's rare to find something that you can tweak so much without getting confused and tied up."Simon Young Director of Global Operations, Red Circle Network
Capsule will populate your sales pipeline with default milestones to help you to get started, but you can customize the milestones to match your workflow.
With our Teams plan, you can also create multiple sales pipelines with different customizable milestones.
Change the look of Capsule to suit your own branding. Choose a custom logo for your login screen and also change the color scheme so you feel right at home as soon as you log in.
Enrich your contacts with social media profiles and avatars.
Add reasons why a deal was lost and identify the most common ones.
Create lists of contacts based on custom searches and filters.
Add your own sales activity types that are meaningful to your business.
Add an extra layer of security to your Capsule account using your mobile.
Customize categories for your tasks and update colors to fit your process.
Assign users to one of three different roles to ensure that users only have access to the records you want them to.
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