Keep all your customer details in one place. From an initial inquiry right through to an invoice, keep all the relevant communication and documentation together for all of your team to view.
Deliver exceptional customer service every time by setting up workflows for different services and stages of the customer journey. You and your team can then follow step by step processes to win and keep customers. This ensures you deliver the same level of service every time.
Connect Capsule with a number of powerful integrations to save more time and speed up service. Integrate Gmail and Microsoft so you can turn emails into sales. Connect your accounting software to keep on top of payments and more.
Store more than your customer relationships in Capsule. Keep all your business and supply chain contacts and interactions in one place, making it easy to communicate with everyone you need to get business done.
Save time by putting all your business information in one place. No more searching spreadsheets, emails and notes for what you need. All you need to do is log in and see.
Our sales and activity reports give you all the data you need to optimize your sales process and make key decisions. You’ll be able to know how your team is performing, how many opportunities you are winning or losing and which activities are leading to those sales, plus much more. From a top-level overview right down to an in-depth analysis of the details, we’ve got you covered.
We pride ourselves on creating an intuitive and strong user experience. One of the most common things people say about us is that Capsule is easy-to-use at every stage of growth. Try us out for yourself and see how easy using a crm can be.
Get more done in a day by connecting Capsule to all your favorite software - giving you one complete view of your customer.
Access Capsule directly from Google Mail. Link your Capsule contacts and tasks to your Google Workspace account.Google integrations
Access Capsule directly from your Outlook inbox, create a consolidated view of events and log in via your Microsoft 365 account.Microsoft Integrations
Zapier makes it easy to link Capsule with your favorite web apps.Integration platforms
QuickBooks Online is a cloud accounting software used to track expenses, create and send invoices, run reports and more.Invoicing & accounting