Teams Plan

Help everyone to do their best work with Teams

Designed for growing businesses. Manage user access, segment data and track team performance.

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Hero Image Representing Capsule for Teams

Everything in Capsule. And more —

100,000 contacts

20GB storage per user

Advanced sales reporting

User roles and restrictions

Custom activity types

Multiple Sales Pipelines

Important Fields

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

Access Capsule directly from Gmail. Store new contacts and conversations, add tasks and record sales opportunities.

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 & payments.

QuickBooks Online

QuickBooks Online is a cloud accounting software used to track expenses, create and send invoices, run reports and more.

  • 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 30 days - contact us so that it can be handled promptly by our security team.

Frequently Asked Questions

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