• Features
    • Contact Management

      Giving you an overview of the people and companies you do business with.

    • Email Templates

      Create email templates and send from within Capsule via Outlook or Gmail.

    • Tasks & Calendar

      Create tasks for appointments, meetings, phone calls and more.

    • Sales Pipeline

      Get a complete summary of your opportunities with our sales dashboard.

    • Sales Analytics

      Monitor every aspect of your sales cycle with our reports and gain insights.


    • All features

    • Security & Permissions

    • Customization

    • capsule mobile app
      Capsule for iOS & Android For iOS & Android
      Free to download
  • Pricing
  • Integrations

    View all Integrations

    See all the integrations that Capsule supports for every business need.

    • QuickBooks QuickBooks

    • Gmail Gmail

    • Mailchimp Mailchimp

    • Outlook Outlook

    • Xero Xero

    • zapier-crm Zapier

    • FreshBooks FreshBooks

    • Google Data Studio Google Data Studio

    • Sage Sage

    • FreeAgent FreeAgent

    • microsoft integration icon All Microsoft

    • Google integration icon All Google

  • Solutions
    Business Type
    • Startups

    • Small Business

    • Mid-Size Business

    • Large-Scale Growth Business

    Industries
    • Professional Services

    • Hospitality

    • IT & Technology

    • Real Estate

    • Construction

    • Travel Agencies

    • Accountants

    Organize your team
    For growing businesses. Manage user access, segment data and track team performance.
    Learn more
    Enterprise
    Enable your team to adopt CRM quickly with priority support and dedicated account management.
    Learn more
  • Resources
    • Support

      Search an extensive library of help articles and submit a support request.

    • Blog

      Read product updates and posts on CRM, culture, sales and more.

    • Video Tutorials

      Access on-demand video tutorials and walkthroughs.

    • Customer Stories

      Learn more about the people and businesses who use Capsule.

    • Capterra Shortlist Badge
      Capsule Named in the Capterra Shortlist Report 2022 for CRM Software
      Read blog post
  • Try free
Log in Try free
Support home
  • Setup & Configuration
  • Account & Security
  • Contact Management
  • Calendar & Tasks
  • Project & Event Manager
  • Sales
  • Business Insights
  • Integrations
Setup & Configuration
  • Getting Started
  • Navigating Capsule
  • System Requirements
  • User Management
  • Teams
  • Data Enrichment
  • Importing and Migrating Data
  • User Guide to Getting Started
  • Storing Emails
  • Sending Emails and Email Templates
Account & Security
  • Account Responsibilities and Super Administrator
  • Billing
  • Managing VAT Information
  • Exporting and Canceling your Account
  • Security and Data Protection
Contact Management
  • What are Contacts?
  • How to Add Contacts
  • How to Enrich and Customize Your Contacts
  • Updating or Editing a Contact
  • Exporting and Deleting Contacts
  • Reporting on Contacts
  • Frequently Created Contact Reports
Calendar & Tasks
  • Getting started with the Calendar & Tasks
  • Managing your Tasks
  • Using Tasks for sales and projects
  • Managing your Team's Tasks
  • Reporting on Tasks
Project & Event Manager
  • Understanding Cases
  • Customizing Cases
  • Adding Cases
  • Using Cases
  • Updating Cases
  • Deleting Cases
Sales
  • Understanding Opportunities
  • Adding Opportunities
  • Customizing your Opportunities
  • An overview of the Sales Pipeline
  • Using Multiple Sales Pipelines
  • Stages of an Opportunity
  • Managing your Opportunities
  • Sales Workflows: Tracks Explained
Business Insights
  • Increase your Sales and Productivity
  • How to Track your Completed Work
  • Reporting on your Sales
  • How to Export Reports
Integrations
  • How to integrate with Capsule
  • How to get leads from a website form into Capsule
  • Outlook Add-in
  • Outlook Calendar Integration
  • Microsoft 365 Single Sign On
  • Google Integrations
  • Google Data Studio
  • Gmail Add-on
  • Social Network Integration
  • Mailchimp Integration
  • Wufoo Integration
  • Zendesk Integration
  • QuickBooks Integration
  • Xero Integration
  • FreshBooks Integration
  • FreeAgent Integration
  • KashFlow Integration
  • Sage Business Cloud Integration
  • Zapier Integration
  • Quotient Integration

Project & Event Manager

Understanding Cases

  • What is a Case?
  • How Cases can work for you

Customizing Cases

  • Customizing Cases for your business
  • How to customize Cases

Adding Cases

  • How to add a Case
  • How to create Cases via the Mail Drop Box
  • Who is responsible for a Case?
  • How to add Contacts to a Case

Using Cases

  • How to streamline projects using Tasks & Tracks
  • How to store emails on Cases
  • How to Log your Activity on Cases
  • How to Email list of Contacts linked to a Case
  • How to Attach Files to Cases
  • Linking Cases to Opportunities
  • Filtering Cases

Updating Cases

  • How to edit a Case
  • How to close a Case
  • How to reopen a Case
  • How to find a closed Case

Deleting Cases

  • How to delete a Case
Didn’t find what you were looking for?
Contact us

The smart, simple online CRM

Find us: Twitter, Facebook, YouTube, LinkedIn

Capsule
  • Features Overview
  • CRM Comparisons
  • iOS & Android
  • Pricing
  • Security
  • Status 99.99%
  • Affiliate Program
Company
  • About
  • Brand Resources
  • Careers Hiring
  • Customer Terms
  • Privacy Policy
  • GDPR
  • Contact Us
Integrations
  • API for Developer
  • QuickBooks
  • Xero
  • Zapier
  • Microsoft 365
  • Mailchimp
  • Gmail
  • Google Workspace
  • All Integrations
Solutions
  • For Startups
  • For Small Business
  • For Mid-Sized Business
  • Real Estate
  • Construction
  • Travel Agencies
  • Hospitality
  • Accountants
  • IT & Technology
  • Professional Services
Resources
  • Support
  • Blog
  • Video Tutorials
  • Customer Stories
  • Sales Tracking Software
  • Capsule CRM Software
  • What is a CRM - the ultimate guide
Change to United States & International
Capsule is a service of Zestia Ltd, a company registered in England with company number 06418281. © 2022 Zestia Ltd. All Rights Reserved.
By continuing to use this site you consent to the use of cookies in accordance with our cookie policy.