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Sales Pipeline

Know what's going on with every sales opportunity

Get a summary of all sales opportunities including potential values, where they are in the pipeline and what needs to be done next.

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Track Opportunities

Keep track of every sales opportunity

Use opportunities to track potential sales with a customer and set the value and milestone to keep track and gather reports on your business deals.

Capsule helps you forecast your sales pipeline value based on probability and total opportunity value.

Visual Sales Pipeline

See the bigger picture with our easy-to-use visual pipeline

Manage all your open sales opportunities on one page and easily see how your business is doing.

  • Track sales as they progress through your sales process

  • Easily manage opportunities with our drag and drop interface

Pipeline Dashboard

View your sales pipeline in a way that makes sense

View vital statistics about your sales pipeline, future sales projections and summaries all on one clear and simple dashboard.

  • View the conversion performance over the past year

  • See where opportunities are in your pipeline

  • See which tags are most commonly applied to an opportunity

  • View the value of opportunities in your pipeline

Contact Management
Contact Management

A complete view of your customers so you can look after them like never before.

 Tasks and Calendar
Tasks & Calendar

Feel back in control of your day with tools to keep you organized.

 Customisation
Customisation

Quickly and easily tailor Capsule to suit your business needs.

 Sales Analytics
Sales Analytics

Gain insights into your sales opportunities to help you make data-led decisions.

 Security and Permissions
Security & Permissions

Keep your information safe with additional security measures and user permissions.

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