Make work easier, faster and more consistent

Automated sales workflows

Our sales workflow automation features support sales reps and managers at every stage of the sales cycle.

• Keep deals active

  Automated workflows keep a deal moving along your sales pipeline. When someone completes a series of tasks the deal moves to the next stage in the pipeline. Or, when a deal moves to a different milestone in the pipeline tasks become active. No manual moving or applying tasks is necessary, Capsule takes care of it for you.

• Enhanced team collaboration

  Workflow Automation enhances collaboration between team members and departments. Transfer ownership of a sales opportunity to another team member or another team when a deal's status changes. Create workflows for everyone to follow and reduce the chance of human error. Plus, team members take responsibility for their tasks and sales.

• Speed up your sales cycle

  Activate tasks, email your leads, move deals to the next stage in your pipeline and assign ownership of sales and tasks. The ball doesn't get dropped and potential customers are better served and happy.

• Streamline communications

  Instead of manually creating emails every time you need to send one, you can now easily set up email templates for your most commonly used messages and trigger their delivery through automated workflows. This ensures consistency in how your business communicates with customers and anyone you do business with.