We run all task management through Capsule. We use it to keep on top of each stage of our processes, and to manage projects.
Stay on top of your admin while you're out meeting clients or viewing properties, with Capsule's mobile app. Create follow up tasks, activities and send emails direct from your phone.
Linking your clients to the properties they're interested in, on Rightmove or Zillow, saves tons of time when getting ready for a viewing. Simply find your client in Capsule, click on the property they've booked to see and follow on Google maps. It's that easy.
Keep up to date on everything agreed and outstanding by connecting Capsule to your email, marketing, accounting apps and more.
Easily manage each lead through your sales process, connecting every relevant note and document, giving you a complete view of every opportunity.
Manage your listings and their progression effortlessly with your sales pipeline. Simply drag and drop your sales from one step to the next.
See, at a glance, the properties and locations selling well and those that need more attention.
Give every client a high level of service as every member of the team is informed and up to date on every case.
Deliver an exceptional service that builds trust, encourages repeat business and generates positive word of mouth for your business.
For all your unique approaches to buying and selling property, quickly create workflows in Capsule for everyone to follow.
Your team will know what's expected and your clients will receive a consistent level of service.
Get more done in a day by connecting Capsule to all your favorite software - giving you one complete view of your customer.
Xero is an online accounting system designed for small businesses and their advisors. It’s simple, smart and secure.Invoicing & accounting
Access Capsule directly from your Outlook inbox, create a consolidated view of events and log in via your Microsoft 365 account.Microsoft Integrations
Access Capsule directly from Google Mail. Link your Capsule contacts and tasks to your Google Workspace account.Google integrations
Zapier makes it easy to link Capsule with your favorite web apps.Integration platforms