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Product

CRM

Contact Management

Your customer details. In one place.

Sales Pipeline

Sell, forecast, and grow.

Projects

Affordable project management.

Tasks & Calendar

Your working day — sorted.

Automations

Eliminate manual tasks with workflows.

Reports

Pinpoint your successes & failures.

Marketing

Social campaigns

Post on X, Facebook, Instagram, & LinkedIn.

Campaign builder

Send emails to new customers.

Conversations

Provide customer service & support.

Use Cases

By Objective

Win more business

Nurture and close more sales.

Deliver fast

Satisfy client requirements.

Drive efficiencies

Run business operations better.

Customer service

Deliver top service to your customers.

By Sector

Professional services

Attract, close, give clients great value.

Manufacturing

Build your sales and project process.

Consultants

Get clients beyond your network.

Construction

Construct sales and projects easily.

Accountants

Account for more sales and better delivery.

Freelancers

Deliver great work to your clients.

By Business Size

Startups

Give your business the right start in life.

Small Business

The start your business deserves.

Medium Size business

To the moon? We’ll join you.

By Team

Sales

Learn how sales teams use Capsule.

Marketing

And marketing teams, too!

IntegrationsPricing
Resources

Support Docs

Need help with Capsule CRM?

Webinars

Industry and Capsule-specific.

Video Tutorials

Your Capsule CRM knowledge hub.

Customer Stories

How customers use Capsule CRM.

Blog

Helpful content you’ll love.

Small business diaries

Our small business podcast.

Partner Directory

Find a Capsule and Transpond Partner.

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Support home
  • Setup & Configuration
  • Importing & Migrating Data
  • Account & Security
  • Contact Management
  • Calendar & Tasks
  • Workflow Automation
  • Projects & Event Manager
  • Sales
  • Business Insights
  • Mobile Apps
  • Integrations

Setup & Configuration

Importing & Migrating Data

Account & Security

Contact Management

Calendar & Tasks

Workflow Automation

Projects & Event Manager

Sales

Business Insights

    Increase your Sales and ProductivityHow to Track your Completed WorkReporting DashboardsReporting on your SalesHow to Export Reports

Integrations

Business Insights

Increase your Sales and Productivity

  • How reports can work for you
  • Understanding reports
  • Who can view reports?
  • Filtering for lists of Opportunities

How to Track your Completed Work

  • Understanding Types on the Activity Reports
  • Logging activity on the mobile app

Reporting Dashboards

  • Filtering your Dashboards
  • Task Dashboard
  • Pipeline Dashboard
  • Conversion Dashboard
  • Open Projects
  • Closed Projects Dashboard
  • People & Organizations Dashboard
  • Exporting Dashboards

Reporting on your Sales

  • Sales Dashboard
  • Pipeline Value vs Total Value
  • Sales Reports
  • Enhanced Sales Reports
  • How to get an overview of your Opportunities by User or Team
  • How to report on your lost Opportunities
  • Forecasting for your Business
  • How to use Reports to predict future sales

How to Export Reports

  • Exporting reports
  • How to export a Report Breakdown

Didn’t find what you were looking for?

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