Customization

Designed to work the way you do

Capture the right information with flexible custom fields and personalize the look to match your brand.

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Custom Fields
Custom Fields

One size rarely fits all – that's why we created custom fields

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.
Custom Milestones

Your sales pipelines, your way

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.

Custom Branding

Make yourself at home, add your own branding

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.

Everything you need to make Capsule your own

  • Auto-enriched contact profiles

    Enrich your contacts with social media profiles and avatars.

  • Custom Lost Reasons

    Add reasons why a deal was lost and identify the most common ones.

  • Custom lists

    Create lists of contacts based on custom searches and filters.

  • Custom activity types Teams

    Add your own sales activity types that are meaningful to your business.

  • DataTags

    DataTags are a useful feature that help you organize your data by grouping custom fields together.

  • Custom tags

    Set up tags to categorize or group your contacts based on your own business needs.

  • User permissions

    Assign users to one of three different roles to ensure that users only have access to the records you want them to.

  • Two-factor authentication

    Add an extra layer of security to your Capsule account using your mobile device.

  • Custom task categories

    Customize categories for your tasks and update colors to fit your process.

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