Growth Plan

Help everyone to do their best work with the Growth plan

Whether your business is made up of a few people or multiple teams, our Growth plan is designed to help businesses as they grow. Drill down into team performance, create multiple project boards, automate your workflows, access multiple sales pipelines and more.

Two colleagues sitting in front of a laptop chatting

Everything in the Starter plan and more

  • 60,000 contacts

  • 10GB storage per user

  • Advanced sales reporting

  • User roles and restrictions

  • Custom activity types

  • 5 sales pipelines

  • 5 project boards

  • Important fields

  • Workflow Automation

What is the Growth plan and how you can use it?

The Growth plan allows you to group users together in order to control access to records, assign records to teams and report on team performance.

Use multiple sales pipelines

Report on the pipeline of each team along with their historical sales performance.

Segment regional records

Segment your contact records based on the regional team taking care of them.

Group and assign records

Group and assign records to specific departments or divisions within your company, such as a Sales Department or Accounts Department.

Collaborate with external users

Give freelancers, contractors, consultants and partner users on your account access to only the records they need for a specific project.

Segment records by franchise

Separate records based on the franchise they relate to.

Apply access controls

Enable your management, HR and sales teams to limit access to sensitive information. Access controls give you the ability to reflect your internal structure and ensure that your records are kept secure.

Create teams

Bring your whole team together

Assigning Capsule users into teams allows for a clearer view of what different teams are responsible for and what they're working on.

  • Create teams that reflect your organizational structure

  • Use teams to restrict access to sensitive records

User Roles

Advanced access controls to keep your team focused

In addition to the default user roles, the Growth plan provides more granular control over what users can view. If a user belongs to a team, in addition to unassigned records, they can only access contacts, cases and sales opportunities that are assigned to that team.

Sometimes you'll want to restrict access even further. We've got you covered with that too, with our Restricted User role. This permits a user to only see the records that have been assigned to them.

Multiple Sales Pipelines

Tailor your sales cycle

In addition to the sales pipeline that comes with Capsule by default, with the Growth plan you can build several pipelines that represent different sales cycles - giving you and your team more accuracy when selling and reporting on different products and services.

"My team can log into Capsule and see their pipeline of orders and very clearly the number of sales they're bringing in, their personal impact on the business and on our producers around the world, it's a big morale boost."

Simon Young

Director of Global Operations, Red Circle Network

Custom Activity Types

Activity types that are meaningful to you

By default, Capsule comes with three activity types: note, meeting and call. But with the Growth Plan you can create custom activity types that are relevant to your business.

You'll see any custom activity types that have been logged against your records within your reports - giving you a more detailed view of work completed.

Team Reporting

See how everyone is performing with reporting

Gain an understanding of sales performance across different teams with team reports. Compare activity between teams to investigate what might be contributing to one team's success over another.

Team reporting is in addition to all of the reports we provide as part of our comprehensive sales analytics tools.

Learn more about Sales Analytics
Important Fields

Keep your data consistent with Important Fields

Incomplete or missing data can make it harder to run your business. With Important Fields, you can ensure that key information is always recorded.

When adding a new record, we'll highlight the ones you've marked as Important. This makes it easier for you and your team to keep your records consistent and complete.

Create custom reports with Looker Studio

Connect Looker Studio to Capsule and combine Capsule opportunity data with other sources to create interactive dashboards and build powerful reports that enable you to make better business decisions. With this connection you can create reports that include tags and custom fields you have created within your Capsule account.

Do even more with integrations

Get more done in a day by connecting Capsule to all your favorite software - giving you one complete view of your customer.

See all our integrations

Capsule is your Gmail-integrated CRM to store contacts, add tasks, and track sales with ease.

Microsoft Outlook Calendar

Sync your Microsoft Outlook Calendar with Capsule to create an agenda view of upcoming events.


Use the Capsule CRM integration for Xero and get one complete view of your business.

QuickBooks Online

QuickBooks helps you streamline your accounting processes and stay on top of finances.

Frequently Asked Questions

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