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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

    Understanding ProjectsCustomizing ProjectsManage Projects using BoardsAdding ProjectsUsing ProjectsUpdating ProjectsDeleting Projects

Sales

Business Insights

Integrations

Projects & Event Manager

Understanding Projects

  • What is a Project?
  • How Projects can work for you

Customizing Projects

  • Customizing Projects for your business
  • How to customize Projects

Manage Projects using BoardsNew

  • What is a Board?
  • How to add a Board
  • Defining the Stages of a Project
  • How to use Multiple Project Boards
  • How to Add Multiple Boards
  • How to Archive a Board

Adding Projects

  • How to add a Project
  • How to create Projects via the Mail Drop Box
  • Who is responsible for a Project?
  • How to add Contacts to a Project
  • How to add Projects to a Board

Using Projects

  • How to streamline Projects using Tasks and Tracks
  • How to store emails on Projects
  • How to Log your Activity on Projects
  • How to Email list of Contacts linked to a Project
  • How to Attach Files to Projects
  • How to preview a Project
  • Linking Projects to Opportunities
  • Filtering Projects
  • Exporting Projects

Updating Projects

  • How to edit a Project
  • How to change the Stage of a Project
  • How to close a Project
  • How to reopen a Project
  • How to duplicate a Project
  • How to find a closed Project

Deleting Projects

  • How to delete an individual Project
  • How to delete a list of Projects

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