Be more organized with your customer information in one place. Easily track conversations, know the history and deliver more personal experiences.
Feel in control of your sales as you tailor your pipeline to match your sales process and easily spot the deals in need of attention and those about to land.
Make more informed business decisions as you easily spot the activities having the most impact on your sales figures with our insightful reports.
Shape Capsule around your teams so they only see the information they need. Focus their activity and report on their progress.
Giving you a bird's-eye view of everything you know about the people, companies and other organization that you do business with.
Add notes and and store emails by sending them for any email client into Capsule
Attach documents, agreements, proposal and other files
Add and complete tasks that need to be done for each contact
Share contacts with co-workers ensuring you all have a single up-to-date view of them
Create tasks for appoinments, meetings, phone calls, submission deadlines and more. See who's doing what and share tasks with co-workers.
Get a complete summery of your opportunities with our sales dashborad, including potential values, where they are in your pipeline, and what needs to be done next.
Capsule works seamlessly with popular applications such as G Suite, Mailchimp, Xero and many more.
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