Add Capsule users to teams for greater control over data access. Use new reports to track & manage team performance.
Set up opportunities to track a potential sale with a customer such as a bid, deal or proposal.
Tracks provide a simple way to define a sequence of tasks for things you need to get done.
How to import contacts in different ways, including using an Excel spreadsheet, a CSV file or from Google Contacts.
Use the Capsule drop box to store emails against your contacts or use it to create opportunities, cases or tracks.
How to set up Single Sign-On login via G Suite and install our Gmail add-on.
Importing contacts, including via an Excel spreadsheet, CSV file or LinkedIn.
Exporting contacts and backing up all your data
Customizing Capsule using tags, DataTags custom fields and more.
Creating opportunities, cases or tracks and storing emails via the drop box.
Categorizing contacts, creating lists, using tags and more.
Creating lists and sales reports using a range of powerful filters.
Tracking potential sales with opportunities and setting milestones.
Visual overview of Sales Pipeline and creating sales reports.
Cases explained, including searching, assigning and closing cases.
Group your users in teams and assign record to restrict access.
Track, manage and analyse user and team activity and sales performance.
Downloading the Capsule mobile app and importing contacts using the app.
Creating email reminders and importing tasks into your calendar.
Setting up tracks and defining a sequence of tasks with Tracks.
Using Capsule with applications including Mailchimp, Wufoo, Xero and more.
Adding your contacts to Google and showing tasks in your calendar.
Using the Gmail add-on with G Suite and logging in using Single Sign-On.
Linking social profiles to apply to your contacts in Capsule.
Adding users, managing permissions and restoring deleted records.
Changing email address, regional settings and handling forgotten passwords.
Upgrading your account and updating billing preferences.
Referring customers and earning money with the Capsule affiliate program.
Securing your data and meeting data protection requirements.
Information on system requirements and browsers Capsule supports.