Capsule CRM
THE EASY ONLINE CRM FOR DOING BUSINESS
Use Capsule to keep track of the people and companies you do business with, communications with them, opportunities in the pipeline, and what needs to be done when.
Features and Benefits
Manage all relationships
All relationships, not just customers. Manage contacts, leads, customers, vendors and more.
All relationships, not just customers. Manage contacts, leads, customers, vendors and more.
Manage your sales pipeline
Track bids, deals, proposals and other opportunities. see where your future income is coming from.
Track bids, deals, proposals and other opportunities. see where your future income is coming from.
Organise your emails
Easily link emails into Capsule when you send or receive emails from your contacts
Easily link emails into Capsule when you send or receive emails from your contacts
Complete history in one place
Attach notes, conversations, docs and files right into a contact’s history so it’s easily available.
Attach notes, conversations, docs and files right into a contact’s history so it’s easily available.
Make sure things get done
Create tasks and share with co-workers. don’t miss that proposal deadline or customer call.
Create tasks and share with co-workers. don’t miss that proposal deadline or customer call.
Make it fit your business
Customize Capsule by adding the data fields you need. brand it with your colors and logo.
Customize Capsule by adding the data fields you need. brand it with your colors and logo.
Get a complete contact view
The contact page gives you a birds eye view of everything you know about a contact so t... Learn More
The contact page gives you a birds eye view of everything you know about a contact so t... Learn More
Manage your sales pipeline
Use Capsule to track bids, deals, proposals and other opportunities. Learn More
Use Capsule to track bids, deals, proposals and other opportunities. Learn More
Make sure things get done
Manage your to-do list and calendar using tasks in Capsule to ensure things don't get f... Learn More
Manage your to-do list and calendar using tasks in Capsule to ensure things don't get f... Learn More
Customize Capsule to fit your business
Create custom categories using tags such as vendor, lead, customer. Learn More
Create custom categories using tags such as vendor, lead, customer. Learn More
Manage groups of contacts with lists
Create lists by filtering your contacts using your own criteria such as which city they... Learn More
Create lists by filtering your contacts using your own criteria such as which city they... Learn More
Security
Access your account from anywhere, securely Learn More
Access your account from anywhere, securely Learn More
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