Sales Tools
Sales Pipeline
A summary of all sales opportunities including potential values and where they are in the pipleine.
Pipeline Dashboard
Track conversion rate, sales pipeline milestones and forecast in one view.
Kanban visual pipeline
See all your opportunities in one pipeline, drag and drop to each stage as they progress.
Currency support
Select the currency that you prefer and this will be used across Capsule.
Opportunity Filtering
Filter opportunities based on status, tag, milestone and more.
Sales PipelinesGrowth
Create multiple pipelines to reflect different sales processes for products and services you offer and different markets that you sell to.
Task Management
Tasks & Calendar
Create tasks for appointments, meetings, phone calls, submission deadlines and more.
Repeating Tasks
Set a task to repeating daily, weekly or monthly.
Task reminder emails
Receive task reminder emails at the start of each day.
Task automation
Use Tracks to set up a series of tasks that each become active one after the other.
Calendar view
See all of your tasks in a weekly or monthly calendar view.
Subscribe to calendar
Subscribe to your tasks and view them on your personal calendar.
Reporting
Sales analytics
Monitor every aspect of your sales cycle and understand your business to help you make informed decisions.
Activity Reporting
Shows activities completed by each user and the specific activity types.
Advanced sales reportsGrowth
10+ reports on won/lost opportunities, pipeline growth, average time to won plus more.
Export reports
Export all of your report data or save an image of your chart for import into other tools such as Excel.
Google Data StudioGrowth
Use Data Studio to multiple data sources, create interactive dashboards and build reports.
Report filtering
Filter reports based on time periods, users or teams for a clearer picture.
Automation Tools
Sales Automation
Streamline your sales process with automated actions for your sales pipeline.
Project AutomationGrowth
Create fast, consistent processes that help teams be more productive and increase customer satisfaction.
Marketing Automation (Transpond)
Create triggers and sequences for communications so that you can manage every interaction that you need to.
Contact Management
Contact Management
Everything you know about the people, companies and organizations that you do business with.
Full text search
Quickly find any text within all your notes and emails.
Auto-enriched profiles
Automatically add social network profiles associated with a contact.
Attach files
Attach agreements, quotes, proposals and any other files you need.
Import contacts
Bring your contacts to Capsule by importing them from a spreadhseet, CSV and more.
Email Tools
Email Templates
Create and save email templates in Capsule for the whole team to use.
Gmail
Access Capsule directly from Gmail. Add contacts, conversations, tasks and sales opportunities.
Outlook
Easily manage contacts, conversations & sales opportunities from within your Outlook inbox.
Transpond
Use our sister email marketing tool, Transpond, which integrates seamlessly with Capsule to take your marketing to the next level.
Email Sending
Connect your mailbox and send emails from within Capsule in just a few clicks.
Shared Inbox
Connect a shared mailbox so all emails come from the same account.
Security & Permissions
Two-factor authentication
Add an extra layer of security to your account using your mobile device.
Microsoft 365 Single Sign-On
Log in to Capsule using your existing Microsoft 365 email and password.
Google Workspace Single Sign-on
Log in to Capsule using your existing Google Workspace email and password.
Restore deleted records
Super administrators can restore deleted records within 30 days.
User roles
Assign users to one of three different roles to ensure that users only have access to certain records.
Data export
Export your data for safe keeping or for transferring to another system.
GDPR compliance
We have updated our data processes and practices to maintain GDPR compliance.
Restrict access to recordsGrowth
Define what each user can see and edit.
Connectivity
Add-ons & Integrations
Connect your favorite tools with Capsule.
iOS & Android app
Access Capsule anywhere with our mobile app.
Website form lead capture
Capture leads directly via a form on your own website.
Premium Integrations
Power-up Capsule by using Microsoft 365, Google Workspace, Xero, FreshBooks, Mailchimp, Wufoo and more.
Automate with Zapier
Use Zapier to integrate with thousands of other business tools.
API access
Use Capsule's API to integrate with your custom or third party application.
Customization
Customizing Capsule
Make Capsule your own by customizing fields, tags, milestones and more.
Mail drop box
Forward emails to an email address unique to your account - an easy way to store emails.
Custom fields
Record the information that is important to you and your business.
Custom milestones
Easily tailor your sales pipeline steps to suit your workflow.
Custom branding
Choose a custom logo for your login screen and change the color scheme.
Custom activity typesGrowth
Add unique activities that are meaningful to your business.
Custom tags
Set up tags to categorize or group your contacts based on your own business needs.
Custom lists
Manage contacts in lists by filtering using your own or using a custom field you have added.
Custom lost reasons
Add reasons why a deal was lost and identify the most commons ones.
DataTags
Set up tags to categorize or group your contacts based on your own business needs.
Custom titles
Add custom titles to personalize your contacts information.