How to import contacts in different ways, including using an Excel spreadsheet, a CSV file or from Google Contacts.
Integrate with MailChimp to send email newsletters to your Capsule contacts and track campaign stats for each contact.
Tracks provide a simple way to define a sequence of tasks for things you need to get done.
Set up opportunities to track a potential sale with a customer such as a bid, deal or proposal.
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.
Categorizing contacts, creating lists, using tags and more.
Customizing Capsule using tags, DataTags custom fields and more.
Creating lists and sales reports using a range of powerful filters.
Importing contacts, including via an Excel spreadsheet, CSV file or LinkedIn.
Exporting contacts and backing up all your data
Tracking potential sales with opportunities and setting milestones.
Cases explained, including searching, assigning and closing cases.
Creating email reminders and importing tasks into your calendar.
Setting up tracks and defining a sequence of tasks with Tracks.
Creating opportunities, cases or tracks and storing emails via the drop box.
Adding users, managing permissions and restoring deleted records.
Changing email address, regional settings and handling forgotten passwords.
Upgrading your account and updating billing preferences.
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.
Downloading the Capsule mobile app and importing contacts using the app.
Referring customers and earning money with the Capsule affiliate program.
Linking social profiles to apply to your contacts in Capsule.
Securing your data and meeting data protection requirements.
Information on system requirements and browsers Capsule supports.