What is Capsule?
Capsule is a comprehensive cloud-based customer relationship management (CRM) solution designed to cater to the needs of individuals, small businesses, and sales teams. Its features encompass a robust contact manager, centralized communication history including emails, secure document storage, advanced opportunity and deal pipeline tracking, as well as comprehensive case and support management capabilities
Highlights
- Contact Management: Store all contacts in one place, whether they are leads, suppliers, or investors. Leverage powerful filters and tags to easily sort and find the contacts you need
- Communication History: Record and access the entire communication history with each contact, including emails, tasks, and associated activities
- Sales Pipeline Management: Utilize a visual sales pipeline with drag-and-drop functionality to manage sales opportunities. Create custom sales milestones and associate them with each sales stage
- Task and Calendar Integration: Ensure you never miss an important event by seamlessly integrating tasks and calendar features, allowing you to schedule your day around critical activities
- Customization Options: Make Capsule work for your specific business needs by customizing fields, lists, and other elements to fit your unique requirements.