How to Build Your Own Capsule CRM

Add unique activities that are meaningful to your business

Choose a custom logo for your login screen and change the color scheme

Record the information that is important to you and your business

Manage contacts in lists by filtering using your own or using a custom field you have added

Add reasons why a deal was lost and identify the most commons ones

Export your data for safe keeping or for transferring to another system

We have updated our data processes and practices to maintain GDPR compliance

Log in to Capsule using your existing Google Workspace email and password

Log in to Capsule using your existing Microsoft 365 email and password

Super administrators can restore deleted records within 30 days

Shows activities completed by each user and the specific activity types

More in depth reports so you can get visibility on your sales forecast, where you are losing the most sales and how active your team is

10+ reports on won/lost opportunities, pipeline growth, average time to won plus more

Export all of your report data or save an image of your chart for import into other tools such as Excel

Use Data Studio to multiple data sources, create interactive dashboards and build reports

Select the currency that you prefer and this will be used across Capsule

See all your opportunities in one pipeline, drag and drop to each stage as they progress

Create multiple pipelines to reflect different sales processes for products and services you offer and different markets that you sell to

Filter opportunities based on status, tag, milestone and more

Track conversion rate, sales pipeline milestones and forecast in one view

Create triggers and sequences for communications so that you can manage every interaction that you need to

Create fast, consistent processes that help teams be more productive and increase customer satisfaction

Streamline your sales process with automated actions for your sales pipeline

Use Tracks to set up a series of tasks that each become active one after the other

Define repeatable sales processes by configuring a series of tasks, email notifications or stage changes within pipeline/project boards

Use Capsule's API to integrate with your custom or third party application

Access Capsule anywhere with our mobile app

Power-up Capsule by using Microsoft 365, Google Workspace, Xero, FreshBooks, Mailchimp, Wufoo and more

Capture leads directly via a form on your own website

Use Zapier to integrate with thousands of other business tools

Attach agreements, quotes, proposals and any other files you need

Automatically add social network profiles associated with a contact

Everything you know about the people, companies and organizations that you do business with

Quickly find any text within all your notes and emails

Bring your contacts to Capsule by importing them from a spreadsheet, CSV and more

Connect your mailbox and send emails from within Capsule in just a few clicks

Create and save email templates in Capsule for the whole team to use

Access Capsule directly from Gmail. Add contacts, conversations, tasks and sales opportunities

Easily manage contacts, conversations & sales opportunities from within your Outlook inbox

Connect a shared mailbox so all emails come from the same account