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.
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.
Use milestones such as prospect ❯ meeting ❯ proposal ❯ won. Each milestone is linked with a success factor that is used to forecast potential sales revenue.
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.
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.
The pipeline view organizes your opportunities under their current milestone so you can track your sales as they progress through your sales process.
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.
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.
Add notes, emails and attach documents.
Create individual tasks or define a process using tracks.
Share opportunities with co-workers to enable easy collaboration.
Generate reports and exports from the pipeline using configurable filters.
View vital statistics about your sales pipeline, future sales projections and summaries all on one clear and simple dashboard screen.
Quickly get a summary of your conversion performance over the past year.
Quickly get a summary of your opportunities and where they are in your pipeline.
See which tasks from your opportunities need attention first.
See which tags are the most common and view opportunities by tag.
See a summary of your opportunities performance and value in your pipeline.
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