Leave spreadsheets behind and start to build a rich, valuable picture of your clients. Capsule can store a full history of communication with your clients against each record, including emails, calls, files, notes and more.
Capsule’s intuitive features and layout means it is easy to adopt and get started with, leaving you to concentrate on offering exceptional service and building your client base. It’s easy to add users or access new features as and when you need to.
The Capsule reporting suite gives you visibility of how many opportunities have been won or lost, where this is happening, how long sales are taking to complete and much more. Our range of analytics has everything you need to make important decisions.
It’s rare that one approach fits everyone, so you can customize Capsule to support the way you work. Create a variety of custom field types to suit your business, and up to 50 custom activity types on our Teams and Enterprise plans. You can also create multiple sales pipelines to reflect the different services that you offer.
Capsule integrates with Microsoft Outlook and 365 as well as Google Workspace. It also seamlessly integrates with a wide range of solutions for everything from invoicing and accounting through to contracts and proposals, allowing you to tailor your solutions to fit your end-to-end process.
Get more done in a day by connecting Capsule to all your favorite software - giving you one complete view of your customer.
QuickBooks Online is a cloud accounting software used to track expenses, create and send invoices, run reports and more.Invoicing & accounting
Xero is an online accounting system designed for small businesses and their advisors. It’s simple, smart and secure.Invoicing & accounting
Store your emails and manage your data efficiently with the Capsule Microsoft Outlook Add-in.Outlook Integration
Access Capsule directly from Google Mail. Link your Capsule contacts and tasks to your Google Workspace account.Google integrations