Collaboration Tools
Eliminate information silos and cultivate collaboration: tools to connect your team, drive consistency, and get things done.
Teste grátis
Collaborate in-app with Comments
Comments help you keep your data and conversations centralized in one place - where customer engagement already happens: no more switching platforms and apps to get answers. Get greater visibility into the things that matter so you can close new business efficiently and offer greater customer service.
Share the news
Notify your colleagues of new updates with in-app and email notifications.
Progress as a team
Level up together by offering feedback and cultivating skills.
Talk it through
Discuss the next steps without leaving the relevant contact records.
Projects
Work together on projects and processes
Bring your team together in shared project management boards where you can oversee ongoing Projects and collaborate on multi-step processes like event management, client delivery, or handling customer support. Easily assign deliverables to team members, get instant visibility over the status of your Projects and customize your Project boards to ensure consistency.
Shared Inboxes
Help your customer support team to divvy up their workload with a shared inbox in Capsule. Support your customers and resolve their concerns from shared inboxes, helping your team to aid customers as quickly and easily as possible. Create shared email templates for consistent communications.
Tracks
Tracks are automated task queues spanning your Sales Pipeline and customer onboarding, enabling visibility across the team over what’s come before and what needs to be done. Use Tracks to support internal handovers, maintains consistency across teams, and offer quick visibility into each opportunity.
Reflect your team in Capsule; oversee access
Capsule enables admins to recreate your business structure in the app. Not only does this allow admins to control access and assign records to teams, but it also enables reporting on team performance.
Lock it down
Restrict team member access to specified records and actions
Send it their way
Assign records and tasks to teams and individuals
Pass the baton
Enable easy handover of leads or tasks to specific teams in your business
Connect to key tools
Capsule’s app marketplace houses dozens of integral tools, making it easy to boost productivity and collaborate with your team, all while keeping your data centralized in Capsule.
Registe instantaneamente as suas conversas do WhatsApp com leads e clientes no Capsule utilizando a API do Wati.
Notifique os canais e contactos no Slack quando as suas Oportunidades e Projectos progredirem no Capsule.
Ligue o Capsule e o Teams para se manter a par do progresso das suas Oportunidades e Projectos.
O QuickBooks ajuda a simplificar seus processos contábeis e a manter o controle das finanças.
Perguntas frequentes
Adopting a collaborative approach makes it easier to share information on projects and processes, and provide feedback and support. This helps refine your workflows, remove blockers to success, and prevent duplicated tasks, ultimately improving your team’s productivity.
Collaboration enables your team to learn from each other. Not only can they gain updates to their tasks, but they can develop professional skills too. Collaboration offers greater visibility, making it easier to accomplish tasks faster, and more efficiently.
Start by fostering open communication, setting shared goals, and encouraging cross-team projects. Use collaborative tools, build trust through transparency, and provide opportunities for teams to interact.
Working collectively shows the ability to work with diverse perspectives, contribute to shared goals, and resolve conflicts constructively, all of which enhance teamwork, productivity, and a positive work environment.
Collaboration involves individuals from teams working together to achieve a common goal, whereas teamwork refers to team members working together on tasks with shared responsibilities and roles.