Total amount of contacts per plan.
Total storage amount per user.
40GB / user
20GB / user
10GB / user
50MB / account
Custom fields allow you to record additional information unique to your contacts, cases or sales opportunities.
Track potential sales, such as a bid, deal or proposal.
Manage events or track customer activities, such as support queries or onboarding.
A sequence of tasks to manage your processes.
Connect a Gmail or Outlook account to send emails from Capsule.
Connect a shared mailbox if you are a team of users so that all emails come from the same account.
Save emails as templates to use again and again.
Create, assign and automate tasks.
Customizable Sales Milestones
Easily tailor your sales pipeline steps to suit your workflow.
Kanban Visual Pipeline
See all your opportunities in one pipeline, drag and drop to each stage as they progress.
Multiple Sales Pipelines
Create multiple sales pipelines to reflect the different stages for multiple products, services or businesses.
Customized Filtered Lists
Create lists using simple filters.
Custom Activity Types
Activity Types allow you to identify unique activities that are meaningful to your business.
Sales Pipeline Dashboard
Track conversion rate, sales pipeline milestones and forecast in one view.
Shows activities completed by each user and the specific activity types.
Advanced Sales Reporting
10+ reports on won/lost opportunities, pipeline growth, average time to won plus more.
Reporting By Team
Compare and understand each Team's historical and current performance.
Custom Reports Via Google Data Studio
Data Studio is Google's dashboard and reporting solution. Connect Capsule to combine multiple data sources, create interactive dashboards and build powerful reports that enable you to make better business decisions.
Mark Custom Fields and fields within Data Tags as Important. When you add or edit a record, Important Fields will be highlighted.
All Email Clients (Outlook, Gmail)
Store your emails using the Capsule drop box.
Gmail users, use our add-on to store your sent emails in Capsule, create new tasks, cases & opportunities.
Microsoft 365 users can use Outlook Add-In to store your sent emails in Capsule, create new contacts, cases & opportunities.
Outlook Add-In Automatic Email Storage
Enable automatic storage on a contact to store every future email from that contact in Capsule.
Security & User Permissions
Add an extra layer of security to your Capsule Account using your mobile device.
Microsoft 365 Single Sign-on
Google Workspace Single Sign-on
Organize Users Into Teams
Restrict Team Access To Records
Define which teams can see and edit each contact.
Restrict Users To Their Own Records
Define what each user can see and edit.
Add-ons & Integrations
Connect your favorite tools with Capsule.
Mobile App (For iOS & Android)
Access Capsule on your mobile device.
Zapier Integrations & Automations
Use Zapier to integrate with thousands of other business tools.
Use Capsule’s API to integrate with your custom or third party application.
Power-up Capsule by using Google Workspace, Xero, FreshBooks, MailChimp, Wufoo & more.
Dedicated Customer Success Manager