Track Sales
More sales, less chaos. Home in time for dinner?With Capsule CRM, you get a crystal-clear view of every deal. You’ll know what's hot, what's stalled, and what needs a nudge.
Scrap spreadsheets. Make sales simple
Track every deal with our Kanban-style drag-and-drop pipeline. Click on individual deals and see emails, notes, and tasks in one place. Simple, smart sales.
Build your pipelines, your way
Your processes are as unique as your business. Set up your stages, name your steps, and customize the journey to match how you sell. Join Sinatra; do it your way.
Future-proof your business
Forecast with confidence. Capsule’s Sales Reports reveal what’s coming in, what’s at risk, and what’s next. Clear insight—zero guesswork. Crystal ball not included (sadly).
Scrap spreadsheets. Make sales simple
Track every deal with our Kanban-style drag-and-drop pipeline. Click on individual deals and see emails, notes, and tasks in one place. Simple, smart sales.
Build your pipelines, your way
Your processes are as unique as your business. Set up your stages, name your steps, and customize the journey to match how you sell. Join Sinatra; do it your way.
Future-proof your business
Forecast with confidence. Capsule’s Sales Reports reveal what’s coming in, what’s at risk, and what’s next. Clear insight—zero guesswork. Crystal ball not included (sadly).
"Capsule provided clarity and gave our business a way forward...our usage of Capsule over the last 18 months has matured and so our success rate has grown alongside it."
Dave Baines
Co-founder
Curious? We'll show you how it works
No jargon, no complicated stuff. Make sales quickly with our easy-to-use tools.
Quick Opportunity creation
Hit ‘Add Opportunity’ in your Sales Pipeline and tag it for easy sorting later. Quick. Easy — and definitely not complicated.
Drag, drop, done
Move Opportunities forward with a click. Drag to the next milestone, straight to Won (or Lost, we’re not judging).
Choose your view
Use the list for details, Kanban for flow, or the dashboard for stats. With three clear views, you’ll actually want to check your pipeline.
Your goals, your way
Got a target? Great! Whether it’s getting 10 customers or a certain amount of pipeline, you can track it and keep yourself accountable.
Upcoming: Live Product Tour
See exactly how Capsule works - no commitment, just a 30-minute walkthrough of what’s possible. Get a feel for the product in real time, ask questions, or just listen in.
Choose a plan that suits you
Whether you’re a one-person company or a growing team, we’ve got you.
Perfect to try Capsule and see how it works.
Free Forever.
For small businesses with one to five employees.
Billed Annually.
Got a small sales team? This is the plan for you.
Billed Annually.
For big sales teams and fast-growing small businesses.
Billed Annually.
Speedy, human-led support
Our support team knows Capsule and how to help whenever you need us – no plan limitations. We don’t do bots. We do better.
Your business on the go
Capsule’s mobile app keeps your pipeline moving, even when you’re not at your desk. Meeting notes, contacts, and deals — all to go.
Easily get data into Capsule
Used a CRM before? Or, do you have spreadsheet full of data? Import it in a few simple steps.
Frequently Asked Questions
A sales pipeline is a visual and structured way to track how potential deals move from first contact to closing. It gives sales teams a clear picture of what's in progress and what's ready for the next action. With this structure in place, companies can measure performance and keep sales efforts organized and predictable.
A typical sales pipeline has stages that reflect the buying process: often including prospecting, qualification, proposal, and closing. The number of stages depends on how complex the buying journey is. Some teams extend the pipeline to include follow-up or renewal when customer relationships continue beyond the sale. The key is to define stages that mirror how your customers actually decide to buy.
Start with how your customers actually make decisions instead of copying another company's template. Map out the steps they go through before saying 'yes', and create matching stages that reflect that flow. Once those are set, use a CRM to record progress and measure how efficiently each stage converts.
A CRM sales pipeline is a live version of your process inside customer relationship management software. In a CRM, the sales pipeline becomes interactive rather than manual. Each deal's progress reflects recent activity, ensuring that everyone sees accurate information. It replaces disconnected tools with one system that combines contact data, deal tracking, and team communication.
Managing a pipeline is part strategy, part maintenance. It's how teams decide which deals deserve immediate attention and which can wait. Capsule CRM supports that rhythm by surfacing bottlenecks early and helping teams act before small delays snowball into missed revenue.