Switch your spreadsheets to a CRM and automatically pull your customer data together from sources such as Gmail, Outlook, MailChimp and Xero.
With one view of your customer, you'll get to know them better, helping you shape future decisions and create remarkable customer experiences.
Capsule's intuitive, simple design is easy to set up, use and develop as you grow. It's easy to transfer your data from spreadsheets or other CRM software and set up Capsule to suit your business needs.
Within minutes you'll have all your customer data in one place with the tools to keep track of your them, your partnerships, opportunities, media relationships and funding opportunities.
Quickly tailor the sales pipeline to match each step of your process and adapt it as you as you grow. Track each opportunity from the first interaction right through to sale and understand the drivers for success.
Soon you'll establish the customer journeys that convert quickly, improve your cash flow and increase customer loyalty.
With all your contact information in one place and a sales pipeline that mirrors your sales process, your administrative tasks will diminish.
As the leads come in, track every opportunity using simple drag and drop. Quickly create tasks to move them on and sync your tasks to your work calendar. Suddenly you feel back in control.
Our support team is here to help you get the most value from Capsule. If you're ever stuck, you'll get a helpful, clear response from a real person and you'll be back on track straight away.
Capsule connects all your favorite software so you have one complete view of your customer and get more done in a day.
Zapier makes it easy to link Capsule with your favorite web apps.Integration platforms
Automatically add new Mailchimp subscribers to Capsule and populate your Mailchimp Audiences with contacts from Capsule.Email list marketing
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 Google Mail. Link your Capsule contacts and tasks to your G Suite account.Google integrations