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.

Sales Pipeline Page Capsule

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.

Milestone bar

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 probability and total opportunity value.

Add and assign follow up tasks using the Gmail integration

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.

  • 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.

  • 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.

  • 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.

Opportunity page

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

Conversion Rate Summary

Quickly get a summary of your conversion performance over the past year.

Milestone Summary

Conversion Rate Summary

Quickly get a summary of your opportunities and where they are in your pipeline.

Pipeline Task Summary

Conversion Rate Summary

See which tasks from your opportunities need attention first.

Tag Summary Of Opportunities

Conversion Rate Summary

See which tags are the most common and view opportunities by tag.

Pipeline Forecast

Conversion Rate Summary

See a summary of your opportunities performance and value in your pipeline.


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

Conversion Rate Summary
Next feature: Teams and Roles

Next Feature

Sales & Activity Reporting

From sales data to pipeline insights and activity stats, monitor every aspect of your sales cycle with Capsule’s reporting tools.

View Reporting

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