Manage your sales pipeline
Get a complete summary of your opportunities with our sales dashboard, including potential values, where they are in your pipeline, and what needs to be done next.
Easily track your sales opportunities
Use opportunities to track potential sales with a customer, such as a bid, deal or proposal. Set the value and milestone to keep track and gather reports on your business deals. See a sale's history and customize with your own custom fields.
Keep track of each sales opportunity
Use milestones such as prospect ❯ meeting ❯ proposal ❯ won. Each milestone is linked with a success factor that is used to forecast potential sales revenue.
Know each opportunity's expected value
Never lose track of your potential sales values in your pipeline. Capsule helps you forecast your sales pipeline value based on probablity and total opportunity value.
Get a visual overview of your
sales pipeline New
See the bigger picture with our easy-to-use visual pipeline. Manage all your open sales opportunities on one page and easily determine how your business is doing.
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Track your sales as they progress
The pipeline view organizes your opportunities under their current milestone so you can track your sales as they progress through your sales process.
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Simple Opportunity Management
Easily progress opportunities through milestones by dragging and dropping them into the next milestone column. Close your sales simply by dragging them to the bottom of the screen.
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Clarity across teams
The visual layout ensures all team members have the visibility they need to get their job done. See everyone’s opportunities or filter by owner to see each team member’s individual pipeline.
Keep track of the history of an opportunity
Track all history
Add notes, emails and attach documents.
Create and manage tasks
Create individual tasks or define a process using tracks.
Collaborate with co-workers
Share opportunities with co-workers to enable easy collaboration.
Generate reports
Generate reports and exports from the pipeline using configurable filters.
Pipeline dashboard
View vital statistics about your sales pipeline, future sales projections and summaries all on one clear and simple dashboard screen.
Conversion Rate Summary
Quickly get a summary of your conversion performance over the past year.
Milestone Summary
Quickly get a summary of your opportunities and where they are in your pipeline.
Pipeline Task Summary
See which tasks from your opportunities need attention first.
Tag Summary Of Opportunities
See which tags are the most common and view opportunities by tag.
Pipeline Forecast
See a summary of your opportunities performance and value in your pipeline.
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Measure your success with advanced sales reports
Dive into the data and understand the reasons behind your sales results allowing you to identify bottlenecks and areas for improvement. Find out more about our advanced sales reports
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