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Capsule CRM
- GET A COMPLETE VIEW OF YOUR BUSINESS - Store and manage all your business contacts in one place. All relationships, not just customers. Manage contacts, leads, customers, vendors and more.
- MAKE SURE THINGS GET DONE - Create tasks and share with co-workers. Don’t miss that proposal deadline or customer call. If you have routine tasks, set them to repeat monthly or create a reusable process to match your business workflow.
- EASY TO USE - Be up and running in minutes. Capsule was designed with usability in mind. We made it simple and intuitive to help you feel at home within minutes of signing up, leaving you with time to focus on tasks at hand.
- EVERYONE ON THE SAME PAGE. Capture emails and attach notes, conversations, docs and files into a contact’s history so it’s easily available. Share a single view of a contact within your team.
- WE'RE HERE FOR YOU- Choosing Capsule isn't just choosing the right tool, you're also joining a community. Our friendly expert support team are here for you every day, every step of the way.
- MANAGE YOUR SALES PIPELINE AND CREATE REPORTS - Track bids, deals, proposals and other opportunities. See where your future income is coming from. Create reports and gain insight on your sales pipeline.
- CUSTOMIZE CAPSULE - Customize Capsule by adding the data fields you need and define processes for your team to follow. Create custom categories using tags such as vendor, lead and customer.
- CAPSULE MOBILE - Access your Capsule account wherever you go. Capsule for mobile gives you access to your contacts, tasks, opportunities, cases and more for both Android and iPhone.