Capsule

Keep contact history, sales opportunities, and client projects together

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Meet Capsule

Capsule is a CRM that keeps contacts, sales opportunities, and related work together. A contact record holds conversations and relationship details, while the pipeline shows which deals are open and where a follow-up is due. Existing records can be imported from a spreadsheet or another CRM.

Tasks, meetings, and project management extend the record beyond the sale, allowing a team to continue organizing work for the same customer. Mobile access provides those details away from a desk. Integrations with Google, Microsoft, accounting applications, and other business tools connect the customer record to the systems used for communication and day-to-day administration.

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Product details

Status
Launched
Category
Sales & CRM
Listed

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