Teams Plan

Help everyone to do their best work with Teams

Whether your business is made up of a few people or multiple teams, our Teams plan is designed to help businesses as they grow. Drill down into team performance, create multiple project boards, automate your workflows, access multiple sales pipelines and more.

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Capsule for Teams

Everything in the Professional plan and more

100,000 contacts

20GB storage per user

Advanced sales reporting

User roles and restrictions

Custom activity types

Multiple sales pipelines

Multiple project boards

Important fields

Workflow Automation

What is Teams and how you can use it?

The Teams plan allows you to group users together in order to control access to records, assign records to teams and report on team performance.

  • Use multiple sales pipelines

    Report on the pipeline of each team along with their historical sales performance.

  • Group and assign records

    Group and assign records to specific departments or divisions within your company, such as a Sales Department or Accounts Department.

  • Collaborate with external users

    Give freelancers, contractors, consultants and partner users on your account access to only the records they need for a specific project.

  • Segment regional records

    Segment your contact records based on the regional team taking care of them.

  • Apply access controls

    Enable your management, HR and sales teams to limit access to sensitive information. Access controls give you the ability to reflect your internal structure and ensure that your records are kept secure.

  • Segment records by franchise

    Separate records based on the franchise they relate to.

Create teams

Bring your whole team together

Assigning Capsule users into teams allows for a clearer view of what different teams are responsible for and what they're working on.

  • Create teams that reflect your organizational structure

  • Use teams to restrict access to sensitive records

User Roles

Advanced access controls to keep your team focused

In addition to the default user roles, Teams provides more granular control over what users can view. If a user belongs to a team, in addition to unassigned records, they can only access contacts, cases and sales opportunities that are assigned to that team.

Sometimes you'll want to restrict access even further. We've got you covered with that too, with our Restricted User role. This permits a user to only see the records that have been assigned to them.

Multiple Sales Pipelines

Tailor your sales cycle

In addition to the sales pipeline that comes with Capsule by default, with Teams you can build several pipelines that represent different sales cycles - giving you and your team more accuracy when selling and reporting on different products and services.

"My team can log into Capsule and see their pipeline of orders and very clearly the number of sales they're bringing in, their personal impact on the business and on our producers around the world, it's a big morale boost."

Simon Young

Director of Global Operations, Red Circle Network
Custom Activity Types

Activity types that are meaningful to you

By default, Capsule comes with three activity types: note, meeting and call. But with Teams you can create custom activity types that are relevant to your business.

You'll see any custom activity types that have been logged against your records within your reports - giving you a more detailed view of work completed.

Team Reporting
Team Reporting

See how everyone is performing with reporting

Gain an understanding of sales performance across different teams with team reports. Compare activity between teams to investigate what might be contributing to one team's success over another.

Team reporting is in addition to all of the reports we provide as part of our comprehensive sales analytics tools.

Learn more about Sales Analytics
Important Fields

Keep your data consistent with Important Fields

Incomplete or missing data can make it harder to run your business. With Important Fields, you can ensure that key information is always recorded.

When adding a new record, we'll highlight the ones you've marked as Important. This makes it easier for you and your team to keep your records consistent and complete.

Create custom reports with Google Data Studio

Connect Google Data Studio to Capsule and combine Capsule opportunity data with other sources to create interactive dashboards and build powerful reports that enable you to make better business decisions. With this connection you can create reports that include tags and custom fields you have created within your Capsule account.

Learn more

Do even more with integrations

Get more done in a day by connecting Capsule to all your favorite software - giving you one complete view of your customer.

See all our integrations

Gmail

If you're using Gmail as your email client to manage bookings, inquiries and leads then you can install our add-on for Gmail which makes it easy to add contacts and store emails in Capsule without ever leaving your inbox.

Microsoft Outlook

You can action your emails and manage your data efficiently with the Capsule Microsoft Outlook Add-in.

Xero

Use the Capsule CRM integration for Xero and get one complete view of your business, from capturing leads to invoicing and payments. Keep on top of your transactions and help your business grow. Xero can improve your company's financial management, reducing errors and increasing profitability. Keep on top of your transactions and help your business grow.

QuickBooks Online

QuickBooks helps you streamline your accounting processes and stay on top of finances. Send, track, and collect payments quickly so you don't have to worry about manual accounting and bookkeeping.

  • Do all users need to be on the Teams plan?

    The Teams plan is for the account as a whole so it will apply to all users on the account. There isn't a way to enable the Teams features for some users but not others.

  • Do I need multiple teams in order to benefit from the Teams plan?

    We find that customers with one team also see value from the Teams plan. Access controls, custom activity types and advanced reporting help to make single teams more productive.

  • I'm an existing customer, what's the best way to try out Teams?

    Existing customers can upgrade in-app and you can also try out Teams free for 14 days - contact us so that it can be handled promptly by our security team.

  • How can I create a Team?

    You can create a new team by going to:

    1. Account Settings > Users and Teams
    2. Select Teams and click Add New Team
    3. Here you can add any users you would like to have included in that Team.

    Users can belong to more than one team.

    A group of users together to make a team in Capsule
  • How do I assign Users to a Team?

    Once you have Teams setup, you can start adding Users to each Team.

    1. Go to the Account Settings > Users and Teams
    2. Select the Teams section
    3. Click into the Team you'd like to add Users to
    4. Select the blue Add Team Members button
    5. Choose the Users you'd like to have added, all your selections will show at the top of the box.
    6. Select Add to save your changes
    Edit team members
  • How can I change Users within a Team?

    You may find over time that you need to add or remove users within a particular team. To do this:

    1. Go to the Account Settings > Users and Teams
    2. Select Teams > click on the Team you need to update
    3. Here you can add or remove users.

    If you need to change the name of a Team or remove it completely click on the Edit button to make the required changes.

  • How to view a User's Team

    You can easily see the Teams a user is a part of by going to:

    1. Account Settings > Users and Teams
    2. Select the User whose Teams you would like to see
    3. Under the Teams section you will find a list of all the Teams they are a part of

Frequently Asked Questions

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Try Capsule free for 14 days

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Try Capsule free for 14 days

No card required