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 custom field 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.
Capsule will populate your sales pipeline with default milestones to help you to get started, but you can customize the milestones to match your company's workflow.
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.
DataTags are a useful feature that help you organize your data by grouping custom fields together.
Set up tags to categorize or group your contacts based on your own business needs.
Assign users to one of three different roles to ensure that users only have access to the records you want them to.
Add an extra layer of security to your Capsule account using your mobile device.
Customize categories for your tasks and update colors to fit your process.
A complete view of your customers so you can look after them like never before.
Feel back in control of your day with tools to keep you organised.
Gain insights into all of your sales opportunities
Powerful insights into your business and team performance.
Keep your information safe with additional security measures and user permissions.